Sycale Advisors (NY) LLC reported 24 holdings worth US$326M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Sycale Advisors (NY) LLC reported 24 holdings worth US$326M as of Jun 30, 2026. Largest: Tko Group Holdings, Inc., Microsoft Corp. and Netflix, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$326M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Tko Group Holdings, Inc. | 80,861 | US$16.3M | 5.0% |
| Microsoft Corp. | 42,189 | US$15.7M | 4.8% |
| Netflix, Inc. | 218K | US$15.5M | 4.8% |
| Api Group Corporation | 359K | US$15.2M | 4.7% |
| Meta Platforms, Inc. | 21,026 | US$11.8M | 3.6% |
| Cae Inc. | 447K | US$11.2M | 3.4% |
| Nelnet, Inc. | 83,053 | US$11.1M | 3.4% |
| Axon Enterprise, Inc. | 19,399 | US$10.9M | 3.3% |
| Mercadolibre, Inc. | 6,306 | US$10.7M | 3.3% |
| Shopify Inc. | 89,430 | US$10.2M | 3.1% |
| Ferguson Enterprises Inc. | 42,109 | US$9.99M | 3.1% |
| Snowflake Inc. | 29,440 | US$7.49M | 2.3% |
| Servicenow, Inc. | 70,310 | US$6.98M | 2.1% |
| Datadog, Inc. | 25,525 | US$6.65M | 2.0% |
| Qxo, Inc. | 383K | US$6.61M | 2.0% |
| S&p Global Inc. | 15,891 | US$6.47M | 2.0% |
| Palantir Technologies Inc. | 37,641 | US$4.39M | 1.3% |
| Geopark Ltd | 455K | US$4.14M | 1.3% |
| Intercontinental Exchange Inc. | 0 | US$0 | 0.00% |
| National Cinemedia, Inc. | 0 | US$0 | 0.00% |
| Wayfair Inc. | 0 | US$0 | 0.00% |