TTRF Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 6, 2026), TTRF Capital Ltd reported 13 stock positions worth $151.7 million. Its top holding was Nebius (NBIS) at 58.8% of the portfolio, followed by Palantir Technologies Class A (PLTR, 13.2%) and Ast Spacemobile (ASTS, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- NICOSIA, G4
- CIK
- 0002142345
- Portfolio Value
- $151.7M (Q2 2026)
- SEC Filing
- 0002142345-26-000003 ↗ filed Jul 6, 2026
Holdings 13 stocks · $151.7M
| NBIS Nebius Group NV | 58.81% | 322,931 | $89.2M | — |
| PLTR Palantir Technologies Inc. Class A | 13.18% | 171,300 | $20.0M | — |
| ASTS Ast Spacemobile Inc. | 5.14% | 87,700 | $7.8M | — |
| SOFI Sofi Technologies Inc. | 5.06% | 428,091 | $7.7M | — |
| META Meta Platforms Inc. Class A | 4.93% | 13,280 | $7.5M | — |
| MSFT Microsoft Corp. | 3.15% | 12,800 | $4.8M | — |
| SHOP Shopify Inc. Class A | 2.62% | 34,804 | $4.0M | — |
| IREN Iren Ltd. filed as IREN LIMITED | 2.02% | 66,817 | $3.1M | — |
| QXO Qxo Inc. | 1.58% | 138,370 | $2.4M | — |
| U Unity Software Inc. | 1.11% | 59,101 | $1.7M | — |
| TSLA Tesla Inc. | 0.94% | 3,391 | $1.4M | — |
| OPEN Opendoor Technologies Inc. | 0.76% | 250,500 | $1.2M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.70% | 1,400 | $1.1M | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $151.7M | NBIS, PLTR, ASTS, SOFI, META |