Agave Capital Management Ltd reported 12 holdings worth US$915M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Agave Capital Management Ltd reported 12 holdings worth US$915M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$915M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 1.11M | US$222M | 24.3% |
| Alphabet Inc (google) Class C | 327K | US$117M | 12.8% |
| Microsoft Corp. | 247K | US$92.3M | 10.1% |
| Amazon.com, Inc. | 38,222 | US$9.11M | 1.00% |
| Meta Platforms, Inc. | 13,137 | US$7.4M | 0.81% |
| Broadcom Inc. | 16,342 | US$6.17M | 0.67% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |