Montaka Global Pty Ltd: 13F holdings
CIK 21048902026Q2
| Positions | 20 |
|---|
| Reported value | $177.6m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 20 (-1 vs prior quarter) |
|---|
| Reported value | $177.6m (+6.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 90,850 | $21.7m | 12.2% |
| MSFT MICROSOFT CORP | 48,332 | $18.0m | 10.1% |
| META META PLATFORMS INC | 26,035 | $14.7m | 8.3% |
| KKR KKR & CO INC | 152,196 | $14.0m | 7.9% |
| GOOGL ALPHABET INC | 35,619 | $12.7m | 7.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 22,908 | $10.9m | 6.2% |
| MA MASTERCARD INCORPORATED | 19,485 | $10.0m | 5.6% |
| V VISA INC | 28,323 | $9.7m | 5.5% |
| SPGI S&P GLOBAL INC | 20,388 | $8.3m | 4.7% |
| FND FLOOR & DECOR HLDGS INC | 137,930 | $8.2m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2104890")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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