Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $46.4B | 98.9% | |
| CBRSCerebras Systems Inc | $474.4M | 1.0% | |
| TONXTon Strategy Co | $15.6M | 0.0% | |
| MSTRStrategy Inc | $12.2M | 0.0% | |
| BTGOBitgo Holdings Inc | $6.9M | 0.0% | |
| RDDTReddit Inc | $433K | 0.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: VY Capital Management Co. Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1628622&type=13F-HR&dateb=&owner=include&count=40CIK 1628622
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1628622/000119312526354400/Filed August 18, 2026 · accession 0001193125-26-354400