Japan Science & Technology Agency

CIK 0001948391 · Q1 2026

13F Equity AUM

$4.8B

-11.6% QoQ

Positions

0 QoQ

AUM Rank

#1,042

Top 8%

Skill Alpha (FF)

-3.6%/yr^ns

No Clear Edge

Rank #6,724 · Top 82%

vs S&P -18.8%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 70.3%Top 10: 95.4%Top 20: 100.0%

LQD19.3%

HYG17.2%

IVV11.5%

RSP11.3%

USHY11.0%

IEMG6.7%

JNK5.8%

EMB4.9%

SHYG3.9%

NDQ3.8%

Others (2)4.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 12Median: 6.23%Avg: 8.33%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.5%)

3–5%

4(15.8%)

5%+

7(82.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 12Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 6 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.3%

MORGAN STANLEY

0.2%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.3%

FMR LLC

0.3%

STATE STREET CORP

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased1Decreased4Exited0

Increased

IEMG6.7%

+1.6M(+51%)

Decreased

LQD19.3%

-1,800,000(-17%)

RSP11.3%

-947,300(-25%)

IVV11.5%

-323,000(-28%)

NDQ3.8%

-84,000(-21%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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