Liberty Street Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Liberty Street Advisors, Inc. reported 4 stock positions worth $507.0 million. Its top holding was Space Exploration Techn Class A (SPCX) at 82.6% of the portfolio, followed by Cerebras Systems Class A (CBRS, 10.3%) and Equipmentshare.com Class A (EQPT, 3.8%). Compared with Q1 2026, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Voyager Technologies Class A (VOYG).