Notable Capital Management, L.L.C.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Notable Capital Management, L.L.C. reported 9 stock positions worth $51.6 million. Its top holding was Kanzhun Ltd. - ADR (BZ) at 58.5% of the portfolio, followed by Ibotta Class A (IBTA, 22.3%) and Full Truck Alliance -SPN ADR (YMM, 12.6%). Compared with Q1 2026, it opened 2 new positions and reduced 3. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Kanzhun Ltd. - ADR (BZ, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0002065606
- Portfolio Value
- $51.6M (Q2 2026)
- SEC Filing
- 0002065606-26-000011 ↗ filed Aug 14, 2026
Holdings Value
Holdings 9 stocks · $51.6M
| BZ Kanzhun Ltd. - ADR | 58.46% | 2,341,732 | $30.1M | Reduce -0.5% |
| IBTA Ibotta Inc. Class A | 22.27% | 336,042 | $11.5M | Reduce -8.4% |
| YMM Full Truck Alliance -SPN ADR | 12.63% | 802,090 | $6.5M | Reduce -1.0% |
| HERE Here Group Ltd. | 2.92% | 770,650 | $1.5M | No change |
| SPCX Space Exploration Techn Class A | 1.10% | 3,310 | $566K | New |
| XCH XCHG Ltd. | 0.99% | 647,589 | $512K | No change |
| CMRC Commerce.com Inc. | 0.86% | 149,721 | $443K | No change |
| BZAI Blaize Holdings Inc. | 0.44% | 163,670 | $226K | No change |
| TMS Teamshares Inc. | 0.34% | 21,207 | $174K | New |