Spear Holdings Rsc Ltd Portfolio Stock Holdings

Spear Holdings Rsc Ltd disclosed 18 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include State Street SPDR S&P 500 ETF, Invesco QQQ Trust Series 1, and Taiwan Semiconductor Manufacturing Co Ltd. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
18
Portfolio Value
$1.7B
Holdings by Sector
Spear Holdings Rsc Ltd Portfolio Holdings in Q2 2026

17 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
State Street SPDR S&P 500 ETFSPYOther16.39%368,112+368,112+100.00%$274,894,998
Invesco QQQ Trust Series 1QQQOther10.70%243,658+243,658+100.00%$179,429,751
Taiwan Semiconductor Manufacturing Co LtdTSMTechnology8.50%298,758+58,223+24.21%$142,677,858
Microsoft CorpMSFTTechnology7.92%356,180+73,672+26.08%$132,862,264
Nu Holdings Ltd.G6683N103Other6.32%7,934,797+7,395,667+1371.78%$106,008,888
Danaher CorpDHRHealthcare6.07%534,831+255,731+91.63%$101,874,609
Amazon.com IncAMZNConsumer Cyclical5.53%389,590-82,101-17.41%$92,854,881
NVIDIA CorpNVDATechnology5.48%459,110-109,271-19.22%$91,863,320
Meta Platforms IncMETACommunication Services5.14%153,080+60,000+64.46%$86,228,433
Broadcom IncAVGOTechnology5.07%225,364+225,364+100.00%$85,131,251
Sherwin-Williams CoSHWBasic Materials4.90%238,945+29,479+14.07%$82,273,542
MercadoLibre IncMELIConsumer Cyclical4.70%46,414+7,726+19.97%$78,782,659
S&P Global IncSPGIFinancial Services4.26%175,576--$71,505,082
Thermo Fisher Scientific IncTMOHealthcare3.09%103,360+42,722+70.45%$51,820,570
Alphabet IncGOOGLCommunication Services0.98%46,229-183,825-79.91%$16,520,858
iShares Bitcoin Trust ETFIBITOther0.79%400,079+34,471+9.43%$13,318,630
Micron Technology IncMUTechnology0.43%6,240+6,240+100.00%$7,202,770