Q2 2026 Holdings
Filed 2026-08-13 | 6 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Space Exploration Techn Corp(SPCX) | CLASS A COM STK | 84615Q103 | $1.0B | 6,013,565 | 41.4% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $423.1M | 5,603,339 | 17.1% |
| Kardigan Inc(KARD) | COM | 485925101 | $403.5M | 16,917,034 | 16.3% |
| Madison AIR Solutions Corp(MAIR) | COM SHS CL A | 55658T105 | $288.9M | 7,407,407 | 11.6% |
| QXO Inc(QXO) | COM NEW | 82846H405 | $230.2M | 13,319,457 | 9.3% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $108.2M | 3,250,731 | 4.4% |