Trg Investments 13F annual report
Trg Investments is an investment fund managing more than $137 million ran by Malia Flatt. There is currently 1 company in Mrs. Flatt’s portfolio. The largest and only investment include Alibaba Grp Hldgs Ltd worth $137 million.
$137 million Assets Under Management (AUM)
As of 4th February 2022, Trg Investments’s top holding is 1,156,453 shares of Alibaba Grp Hldgs Ltd currently worth over $137 million and making up 100.0% of the portfolio value.
Currently, Trg Investments's portfolio is worth at least $137 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Trg Investments
The Trg Investments office and employees reside in Richmond, Virginia. According to the last 13-F report filed with the SEC, Malia Flatt serves as the Counsel at Trg Investments.
One of the smallest hedge funds
The two most similar investment funds to Trg Investments are Waypoint Wealth Partners and Boyd Wealth Management. They manage $137 million and $137 million respectively.
The complete list of Trg Investments trades based on 13F SEC filings
These positions were updated on February 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Alibaba Grp Hldgs Ltd |
No change
1,156,453
|
$137,375,000 | 100.00% |
| No transactions found | |||
| Showing first 500 out of 1 holdings | |||
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