Rubicon Global Capital Ltd Portfolio Stock Holdings

Rubicon Global Capital Ltd disclosed 10 stock positions valued at approximately $234.6 million in its latest SEC 13F filing. The largest holdings include MONDAY COM LTD, META PLATFORMS INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.

Report Period
March 31, 2026
No. of Stocks
10
Portfolio Value
$234.6M
Holdings by Sector
Rubicon Global Capital Ltd Portfolio Holdings in Q1 2026

10 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MONDAY COM LTDMNDYOther42.51%1,442,900--$99,718,819
META PLATFORMS INCMETACommunication Services16.66%68,307-1,550-2.22%$39,080,484
ALPHABET INCGOOGCommunication Services15.01%122,720-3,080-2.45%$35,203,459
AMAZON COM INCAMZNConsumer Cyclical7.01%79,000-5,000-5.95%$16,453,330
COUPANG INCCPNGConsumer Cyclical6.94%862,390--$16,281,923
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services3.98%13--$9,335,820
MICROSOFT CORPMSFTTechnology3.95%25,000+5,000+25.00%$9,254,250
FLUTTER ENTMT PLCFLUTOther2.45%56,450--$5,755,078
ATLASSIAN CORPORATIONTEAMTechnology1.16%40,000--$2,730,000
BRAGG GAMING GROUP INCBRAGConsumer Cyclical0.33%446,000--$767,120