Rit Capital Partners PLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Rit Capital Partners PLC reported 13 stock positions worth $620.6 million. Its top holding was Space Exploration Techn Class A (SPCX) at 45.0% of the portfolio, followed by Vaneck Gold Miners ETF (GDX, 8.5%) and Booking (BKNG, 6.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 2 and reduced 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Vaneck Gold Miners ETF (GDX, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0000939334
- Portfolio Value
- $620.6M (Q2 2026)
- SEC Filing
- 0000939334-26-000013 ↗ filed Aug 11, 2026
Holdings Value
Holdings 13 stocks · $620.6M
| SPCX Space Exploration Techn Class A | 44.96% | 1,634,820 | $279.0M | New |
| GDX Vaneck Gold Miners ETF | 8.51% | 700,000 | $52.8M | Reduce -27.2% |
| BKNG Booking Holdings Inc. | 6.25% | 217,500 | $38.8M | No change |
| MA Mastercard Inc. Class A | 5.63% | 68,050 | $34.9M | No change |
| TRV The Travelers Cos Inc. | 5.33% | 100,200 | $33.1M | No change |
| SPGI S&P Global Inc. | 4.98% | 76,000 | $30.9M | No change |
| AMZN Amazon.com Inc. | 4.74% | 123,400 | $29.4M | No change |
| SYK Stryker Corp. | 3.79% | 74,800 | $23.6M | New |
| PG The Procter & Gamble Co. | 3.54% | 149,800 | $21.9M | No change |
| ALLE Allegion PLC | 3.39% | 150,000 | $21.1M | No change |
| ICE Intercontinental Exchange Inc. | 3.29% | 165,700 | $20.4M | No change |
| MCD McDonald's Corp. | 2.94% | 67,500 | $18.2M | No change |
| BSX Boston Scientific Corp. | 2.67% | 388,000 | $16.6M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $620.6M | SPCX, GDX, BKNG, MA, TRV |
| Q1 2026 | 12 | $374.1M | GDX, BKNG, MA, SPGI, TRV |
| Q4 2025 | 12 | $447.2M | GDX, BKNG, SPGI, TRV, AMZN |
| Q3 2025 | 12 | $630.4M | BULL, CPNG, MSFT, ICE, KWEB |
| Q2 2025 | 16 | $714.4M | MSFT, BULL, AMZN, ICE, CPNG |
| Q1 2025Amended | 15 | $513.7M | AMZN, ICE, MA, V, CPNG |
| Q4 2024Amended | 11 | $409.0M | AMZN, ICE, MA, CPNG, SW |
| Q3 2024 | 12 | $468.7M | ICE, MA, AMZN, KBR, CPNG |
| Q2 2024 | 9 | $311.3M | MA, ICE, CPNG, KBR, GLNG |
| Q1 2024 | 11 | $432.4M | MA, AMZN, ICE, TMO, CP |