Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rubicon Global Capital Ltd (CIK 2055276) reported $272.9M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MNDY ($104.5M, 38.28%), GOOG ($41.4M, 15.16%), META ($37.5M, 13.74%), SPCX ($23.1M, 8.46%), AMZN ($18.8M, 6.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MNDY | MONDAY COM LTD | $104.5M | 38.28% | 1.4M | Hold |
| 2 | GOOG | ALPHABET INC | $41.4M | 15.16% | 117,070 | Trimmed |
| 3 | META | META PLATFORMS INC | $37.5M | 13.74% | 66,557 | Trimmed |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | $23.1M | 8.46% | 135,135 | New |
| 5 | AMZN | AMAZON COM INC | $18.8M | 6.90% | 79,000 | Hold |
| 6 | CPNG | COUPANG INC | $14.0M | 5.14% | 806,890 | Trimmed |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.7M | 3.57% | 13 | Hold |
| 8 | MSFT | MICROSOFT CORP | $9.3M | 3.42% | 25,000 | Hold |
| 9 | FLUT | FLUTTER ENTMT PLC | $5.8M | 2.11% | 56,450 | Hold |
| 10 | MRVL | MARVELL TECHNOLOGY INC | $4.9M | 1.80% | 16,500 | New |
| 11 | TEAM | ATLASSIAN CORPORATION | $3.1M | 1.14% | 40,000 | Hold |
| 12 | BRAG | BRAGG GAMING GROUP INC | $767,120 | 0.28% | 446,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30