TTRF Capital Ltd 13F Holdings · Q2 2026
TTRF Capital Ltd reported 13 securities worth $151.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NBIS (58.81%), PLTR (13.18%), ASTS (5.14%). Among its top 25 positions this quarter: 13 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NBIS | NEBIUS GROUP N V | $89.2M | 58.81% | 322,931 | New |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $20.0M | 13.18% | 171,300 | New |
| 3 | ASTS | AST SPACEMOBILE INC | $7.8M | 5.14% | 87,700 | New |
| 4 | SOFI | SOFI TECHNOLOGIES INC | $7.7M | 5.06% | 428,091 | New |
| 5 | META | META PLATFORMS INC | $7.5M | 4.93% | 13,280 | New |
| 6 | MSFT | MICROSOFT CORP | $4.8M | 3.15% | 12,800 | New |
| 7 | SHOP | SHOPIFY INC | $4.0M | 2.62% | 34,804 | New |
| 8 | IREN | IREN LTD | $3.1M | 2.02% | 66,817 | New |
| 9 | QXO | QXO INC | $2.4M | 1.58% | 138,370 | New |
| 10 | U | UNITY SOFTWARE INC | $1.7M | 1.11% | 59,101 | New |
| 11 | TSLA | TESLA INC | $1.4M | 0.94% | 3,391 | New |
| 12 | OPEN | OPENDOOR TECHNOLOGIES INC | $1.2M | 0.76% | 250,500 | New |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $1.1M | 0.70% | 1,400 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR