WestCap Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), WestCap Management, LLC reported 2 stock positions worth $460.3 million. Its top holding was Stubhub Class A (STUB) at 93.3% of the portfolio, followed by Klarna (KLAR, 6.7%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001838470
Portfolio Value
$460.3M (Q4 2025)
SEC Filing
0000902664-26-000944 ↗ filed Feb 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2025: $460.3M $460.3M Q4 2025 Q1 2026: $194.9M Q1 2026 Q2 2026: $195.1M Q2 2026

Holdings 2 stocks · $460.3M
STUB Stubhub Holdings Inc. Class A 93.29% 31,734,690 $429.4M —
KLAR Klarna Group PLC 6.71% 1,068,564 $30.9M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$195.1MSTUB, KLAR
Q1 2026 2$194.9MSTUB, KLAR
Q4 2025 2$460.3MSTUB, KLAR