TTRF Capital Ltd: 13F holdings

CIK 21423452026Q2

Positions13
Reported value$151.7m
Filed2026-07-06

Top 10 holdings

SecuritySharesValueWeight
NBIS NEBIUS GROUP N V322,931$89.2m58.8%
PLTR PALANTIR TECHNOLOGIES INC171,300$20.0m13.2%
ASTS AST SPACEMOBILE INC87,700$7.8m5.1%
SOFI SOFI TECHNOLOGIES INC428,091$7.7m5.1%
META META PLATFORMS INC13,280$7.5m4.9%
MSFT MICROSOFT CORP12,800$4.8m3.1%
SHOP SHOPIFY INC34,804$4.0m2.6%
IREN LTD66,817$3.1m2.0%
QXO QXO INC138,370$2.4m1.6%
U UNITY SOFTWARE INC59,101$1.7m1.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2142345")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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