DOSSIER · 13F-HR · Q1 2026
TFG Asset Management GP Ltd
TFG Asset GP's asset manager based in London, UK — $515M in tracked AUM across 40 positions as of Q1 2026.
TA
TFG Asset GP·London, UK·Asset Manager
CIK 0001515070 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of TFG Asset Management GP Ltd 13F Filing (Q3 2025)
Portfolio Overview
TFG Asset Management GP Ltd manages a concentrated portfolio valued at approximately $670.17 million as of September 30, 2025. This represents a growth of 8.0% from the previous quarter's value of $620.75 million. The firm employs a high-conviction strategy characterized by significant concentration in top-tier names, with the top two holdings accounting for nearly 60% of the total ass...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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