MTCO Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), MTCO Ltd. reported 4 stock positions worth $271.3 million. Its top holding was Qxo (QXO) at 69.7% of the portfolio, followed by Paramount Skydance Class B (PSKY, 30.0%) and Invesco QQQ Trust Series 1 (QQQ, 0.2%). Compared with Q1 2026, it opened 2 new positions and added to 1. The biggest buy was Paramount Skydance Class B (PSKY, shares +31%).

Most Recent 13F
Q2 2026
Location
Nassau, C5
CIK
0002095669
Portfolio Value
$271.3M (Q2 2026)
SEC Filing
0000950157-26-000793 ↗ filed Jul 9, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q3 2025: $235.0M Q3 2025 Q4 2025: $247.2M Q4 2025 Q1 2026: $269.3M Q1 2026 Q2 2026: $271.3M $271.3M Q2 2026

Holdings 4 stocks · $271.3M
QXO Qxo Inc. 69.69% 10,940,919 $189.1M No change
PSKY Paramount Skydance Class B 29.98% 8,250,000 $81.3M Add +30.9%
QQQ Invesco QQQ Trust Series 1 0.17% 611 $450K New
AOR iShares Core 60/40 Balanced 0.17% 6,470 $450K New

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
PSKY Paramount Skydance Class B Add +30.9% 29.98% +8.88
QQQ Invesco QQQ Trust Series 1 New 0.17% +0.17
AOR iShares Core 60/40 Balanced New 0.17% +0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 4$271.3MQXO, PSKY, QQQ, AOR
Q1 2026 2$269.3MQXO, PSKY
Q4 2025 2$247.2MQXO, PSKY
Q3 2025 2$235.0MQXO, PSKY