PBCay One RSC Ltd: 13F holdings
CIK 20137372026Q2
| Positions | 18 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 18 (+0 vs prior quarter) |
|---|
| Reported value | $1.7bn (+29.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY State Street SPDR S&P 500 ETF | 368,112 | $274.9m | 15.8% |
| QQQ Invesco QQQ Trust Series 1 | 243,658 | $179.4m | 10.3% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 298,632 | $142.6m | 8.2% |
| MSFT Microsoft Corp | 356,176 | $132.9m | 7.6% |
| Nu Holdings Ltd. | 7,934,798 | $106.0m | 6.1% |
| DHR Danaher Corp | 534,797 | $101.9m | 5.8% |
| AMZN Amazon.com Inc | 389,589 | $92.9m | 5.3% |
| NVDA NVIDIA Corp | 459,113 | $91.9m | 5.3% |
| META Meta Platforms Inc | 153,080 | $86.2m | 4.9% |
| AVGO Broadcom Inc | 225,363 | $85.1m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2013737")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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