Prevatt Capital Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Prevatt Capital Ltd reported 12 stock positions worth $461.2 million. Its top holding was Cargurus (CARG) at 19.0% of the portfolio, followed by Garrett Motion (GTX, 14.9%) and Cme (CME, 10.2%). Compared with Q1 2026, it opened 1 new position, added to 4 and reduced 1. The biggest buy was a new position in Veeva Systems Class A (VEEV) and the biggest sale Garrett Motion (GTX, shares −16%).

Most Recent 13F
Q2 2026
Location
NASSAU, C5
CIK
0002009520
Portfolio Value
$461.2M (Q2 2026)
SEC Filing
0002009520-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $295.1M Q1 2024 Q2 2024: $317.4M Q2 2024 Q3 2024: $300.8M Q3 2024 Q4 2024: $342.1M Q4 2024 Q1 2025: $303.9M Q1 2025 Q2 2025: $288.8M Q2 2025 Q3 2025: $294.2M Q3 2025 Q4 2025: $345.7M Q4 2025 Q1 2026: $371.1M Q1 2026 Q2 2026: $461.2M $461.2M Q2 2026

Holdings 12 stocks · $461.2M
CARG Cargurus Inc. 19.03% 2,575,000 $87.8M Add +4.0%
GTX Garrett Motion Inc. 14.93% 1,900,000 $68.8M Reduce -15.6%
CME Cme Group Inc. 10.25% 214,000 $47.3M Add +32.1%
BKNG Booking Holdings Inc. 8.39% 217,000 $38.7M No change
LYFT LYFT Inc. Class A 7.13% 2,250,000 $32.9M Add +18.4%
PHIN Phinia Inc. 6.79% 380,000 $31.3M No change
CARR Carrier Global Corp. 6.28% 395,000 $29.0M No change
VEEV Veeva Systems Inc. Class A 6.16% 160,000 $28.4M New
HRB H&R Block Inc. filed as BLOCK H & R INC 5.86% 710,000 $27.0M No change
PAYX Paychex Inc. 5.22% 245,000 $24.1M No change
CPRT Copart Inc. 5.13% 840,000 $23.7M Add +20.0%
V Visa Inc. Class A 4.84% 65,000 $22.3M No change

Portfolio Sells Q1 2026 → Q2 2026
GTX Garrett Motion Inc. Reduce -15.6% 14.93% +3.91

Portfolio Buys Q1 2026 → Q2 2026
VEEV Veeva Systems Inc. Class A New 6.16% +6.16
LYFT LYFT Inc. Class A Add +18.4% 7.13% +0.32
CPRT Copart Inc. Add +20.0% 5.13% −1.13
CME Cme Group Inc. Add +32.1% 10.25% −2.65
CARG Cargurus Inc. Add +4.0% 19.03% −3.68

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$461.2MCARG, GTX, CME, BKNG, LYFT
Q1 2026 11$371.1MCARG, CME, GTX, BKNG, PHIN
Q4 2025 11$345.7MCARG, GTX, CME, BKNG, V
Q3 2025 9$294.2MCARG, CME, GTX, BKNG, SYY
Q2 2025 10$288.8MCARG, CME, BKNG, GTX, HRB
Q1 2025 12$303.9MCARG, CME, ALSN, BKNG, GTX
Q4 2024 12$342.1MCARG, ALSN, CME, BKNG, GTX
Q3 2024 12$300.8MCARG, ALSN, CME, HRB, KDP
Q2 2024 14$317.4MDEO, CARG, ALSN, HRB, BTI
Q1 2024 14$295.1MCARG, GTX, ALSN, BTI, CME