Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (3 quarters reported)
$90.9M in Q4 2025 → $29.4B now. Hover for any quarter.
As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 99.8% | New | 171,826,745 | $29.4B |
| Angel Studios Inc | 0.2% | Unchanged | 19,459,882 | $71.4M |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 2 quarters.
quarter ended June 30, 2026 · filed August 12, 2026
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| Space Exploration Technologies Corp | New | +171,826,745 | +$29.4B | 99.8% |
quarter ended March 31, 2026 · filed May 08, 2026
No position changes this quarter.
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