2026 Q2 Portfolio Activity
In 2026 Q2, VY Capital Management Co. Ltd. maintained a portfolio of 6 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 98.91% of the total fund value. Conversely, VY Capital Management Co. Ltd. completely exited their position in REDDIT INC.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
N/A (98.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
VY Capital Management Co. Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 98.91% | — |
#1
Prev: #—
|
9.5 |
—
|
271,811,500 | — |
NEW
|
271,811,500 | $46,441,712,890 | — | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 1.01% | — |
#2
Prev: #—
|
5.4 |
—
|
2,146,825 | — |
NEW
|
2,146,825 | $474,448,325 | — | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
VERB
TON STRATEGY CO
|
Unknown | 0.03% | — |
#3
Prev: #—
|
4.5 |
—
|
6,125,821 | — |
NEW
|
6,125,821 | $15,620,844 |
$2.55
+5.5%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
MSTR
STRATEGY INC
|
Technology | 0.03% | — |
#4
Prev: #—
|
4.0 |
—
|
140,000 | — |
NEW
|
140,000 | $12,170,200 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
N/A
BITGO HOLDINGS ...
|
|
Unknown | 0.01% | — |
#5
Prev: #—
|
4.0 |
—
|
1,332,714 | — |
NEW
|
1,332,714 | $6,903,459 | — | 13F Filing | 2026-06-30 | 2026-08-18 | ||
|
RDDT
REDDIT INC
|
Communication Services | 0.00% | 100.00% |
#6
5
Prev: #1
|
0.0 |
—
|
-7,194,152 | -100.0% |
P
S
|
2,497 | $433,429 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-18 |
Showing 1-6 of 6 holdings