Golden Unicorn (BVI) Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Golden Unicorn (BVI) Ltd reported 7 stock positions worth $792.2 million. Its top holding was Nvidia (NVDA) at 53.5% of the portfolio, followed by Apple (AAPL, 21.9%) and Alphabet Class A (GOOGL, 16.8%). Compared with Q1 2026, it opened 3 new positions, added to 1 and reduced 2. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Nvidia (NVDA, shares −11%).

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002078724
Portfolio Value
$792.2M (Q2 2026)
SEC Filing
0001013594-26-000892 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $568.2M Q4 2024 Q1 2025: $467.9M Q1 2025 Q2 2025: $581.1M Q2 2025 Q3 2025: $707.7M Q3 2025 Q4 2025: $747.8M Q4 2025 Q1 2026: $697.1M Q1 2026 Q2 2026: $792.2M $792.2M Q2 2026

Holdings 7 stocks · $792.2M
NVDA Nvidia Corp. 53.51% 2,118,600 $423.9M Reduce -10.6%
AAPL Apple Inc. 21.91% 600,000 $173.6M Reduce -14.3%
GOOGL Alphabet Inc. Class A 16.82% 372,830 $133.2M Add +1.8%
MU Micron Technology Inc. 3.61% 24,793 $28.6M New
SNDK Sandisk Corp. 3.59% 12,517 $28.5M New
SPCX Space Exploration Techn Class A 0.40% 18,700 $3.2M New
GOOG Alphabet Inc. Class C 0.15% 3,375 $1.2M No change

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -10.6% 53.51% −5.75
AAPL Apple Inc. Reduce -14.3% 21.91% −3.57

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. New 3.61% +3.61
SNDK Sandisk Corp. New 3.59% +3.59
GOOGL Alphabet Inc. Class A Add +1.8% 16.82% +1.71
SPCX Space Exploration Techn Class A New 0.40% +0.40

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$792.2MNVDA, AAPL, GOOGL, MU, SNDK
Q1 2026 4$697.1MNVDA, AAPL, GOOGL, GOOG
Q4 2025 4$747.8MNVDA, AAPL, GOOGL, GOOG
Q3 2025 3$707.7MNVDA, AAPL, GOOGL
Q2 2025 3$581.1MNVDA, AAPL, GOOGL
Q1 2025 3$467.9MNVDA, AAPL, GOOGL
Q4 2024 3$568.2MNVDA, AAPL, GOOGL