Pbcay One Rsc Ltd Portfolio Changes Q2 2026: Major Buys & Sells

Major Purchases by Pbcay One Rsc Ltd

Pbcay One Rsc Ltd demonstrated significant buying activity during Q2 2026, most notably increasing its stake in the SPDR S&P 500 ETF Trust (SPY). The investment firm added a substantial number of shares to this popular exchange-traded fund.

• Pbcay One Rsc Ltd purchased shares of Danaher Corp (DHR), boosting its position significantly by approximately 91.61% during the quarter.
• The investor also increased their stake in Broadcom Inc (AVGO) and Taiwan Semiconductor Manufacturing Co Ltd (TSM).

Furthermore, Pbcay One Rsc Ltd established a new position with Invesco QQQ Trust Series 1 (QQQ), adding shares to this Nasdaq-100 tracking ETF.

Pbcay One Rsc Ltd's Tech Focus Continues

The investment company maintained its focus on technology stocks, increasing positions in Microsoft Corp (MSFT) and Meta Platforms Inc (META). The stake in NVIDIA Corp (NVDA) was also raised during the period.

• While Pbcay One Rsc Ltd increased holdings in several tech companies including Microsoft Corp (MSFT), Meta Platforms Inc (META), and Taiwan Semiconductor Manufacturing Co Ltd (TSM), it simultaneously reduced its position in Alphabet Inc (GOOGL).

Pbcay One Rsc Ltd's Q2 2026 Portfolio Shifts

Alongside the notable increases, Pbcay One Rsc Ltd also made strategic adjustments by exiting or reducing positions in certain stocks. The most significant reduction occurred with Alphabet Inc (GOOGL), where shares were decreased by approximately -79.84%.

• The investor sold shares of Nu Holdings Ltd (G6683N103) entirely, removing it from the portfolio.
• They also partially reduced stakes in NVIDIA Corp (NVDA) and Amazon.com Inc (AMZN).

Pbcay One Rsc Ltd exited positions in several other stocks during Q2 2026, including GOOGL. The firm's decisions reflect a dynamic approach to portfolio management.

Overall Portfolio Changes for Pbcay One Rsc Ltd

The changes observed by Pbcay One Rsc Ltd in their portfolio this quarter indicate both continued confidence in certain large-cap tech names and adjustments away from others. Their focus on broad market exposure via ETFs like SPY remains strong.

• Key holdings like SPY, QQQ, DHR, MSFT, NVDA, AMZN, and META saw increases or were added back to the portfolio.
• G6683N103 was a significant new position acquired by Pbcay One Rsc Ltd.

For detailed information on Pbcay One Rsc Ltd's holdings and changes during Q2 2026, please refer to the official filing. You can explore their investment profile further at Pbcay One Rsc Ltd.

To learn more about specific companies held by Pbcay One Rsc Ltd, such as Danaher Corp (DHR) or Microsoft Corp (MSFT), visit the respective company pages on Insiderset.