Valor Management LLC 13F Holdings · Q2 2026
Valor Management LLC reported 5 securities worth $86.19B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (99.79%), BWAY (0.10%), BTGO (0.08%). Among its top 25 positions this quarter: 1 new, 1 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $86.01B | 99.79% | 503.4M | New |
| 2 | BWAY | BRAINSWAY LTD | $82.4M | 0.10% | 5.3M | Hold |
| 3 | BTGO | BITGO HOLDINGS INC | $64.9M | 0.08% | 12.5M | Hold |
| 4 | HRMY | HARMONY BIOSCIENCES HLDGS IN | $29.8M | 0.03% | 818,013 | Added |
| 5 | BIOA | BIOAGE LABS INC | $321,204 | 0.00% | 13,105 | Hold |
| 6 | CNTN | CANTON STRATEGIC HOLDINGS IN | $0 | 0.00% | 0 | Exited |
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