PBCay One RSC Ltd reported 19 holdings worth US$1.74B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
PBCay One RSC Ltd reported 19 holdings worth US$1.74B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Microsoft Corp. and Nu Holdings Ltd. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$1.74B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 299K | US$143M | 8.2% |
| Microsoft Corp. | 356K | US$133M | 7.6% |
| Nu Holdings Ltd. | 7.93M | US$106M | 6.1% |
| Danaher Corporation | 535K | US$102M | 5.8% |
| Amazon.com, Inc. | 390K | US$92.9M | 5.3% |
| Nvidia Corporation | 459K | US$91.9M | 5.3% |
| Meta Platforms, Inc. | 153K | US$86.2M | 4.9% |
| Broadcom Inc. | 225K | US$85.1M | 4.9% |
| Sherwin-williams Company (the) | 239K | US$82.3M | 4.7% |
| Mercadolibre, Inc. | 46,418 | US$78.8M | 4.5% |
| S&p Global Inc. | 176K | US$71.5M | 4.1% |
| Space Exploration Technologies Corp | 365K | US$62.4M | 3.6% |
| Thermo Fisher Scientific Inc | 103K | US$51.8M | 3.0% |
| Alphabet Inc (google) Class C | 46,376 | US$16.6M | 0.95% |
| Micron Technology, Inc. | 6,240 | US$7.2M | 0.41% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |