TTRF Capital Ltd: 13F holdings
CIK 21423452026Q2
| Positions | 13 |
|---|---|
| Reported value | $151.7m |
| Filed | 2026-07-06 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NBIS NEBIUS GROUP N V | 322,931 | $89.2m | 58.8% |
| PLTR PALANTIR TECHNOLOGIES INC | 171,300 | $20.0m | 13.2% |
| ASTS AST SPACEMOBILE INC | 87,700 | $7.8m | 5.1% |
| SOFI SOFI TECHNOLOGIES INC | 428,091 | $7.7m | 5.1% |
| META META PLATFORMS INC | 13,280 | $7.5m | 4.9% |
| MSFT MICROSOFT CORP | 12,800 | $4.8m | 3.1% |
| SHOP SHOPIFY INC | 34,804 | $4.0m | 2.6% |
| IREN LTD | 66,817 | $3.1m | 2.0% |
| QXO QXO INC | 138,370 | $2.4m | 1.6% |
| U UNITY SOFTWARE INC | 59,101 | $1.7m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2142345")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.