StockDriftsStockDriftsTop 50 Massar Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EWZ | ISHARES INC | 3.41% | 287.9K | $9.9M | +22.52%(+52.93K) | $24.89(+35.70%) | 2026-06-30 | |
| IGV | ISHARES TR | 3.18% | 102.2K | $9.3M | new | $85.35(+24.52%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 2.62% | 4.5K | $7.6M | -75.28%(-13.70K) | $1911.03(-4.33%) | 2026-06-30 | |
| VIAV | VIAVI SOLUTIONS INC | 2.14% | 130.9K | $6.2M | +98.31%(+64.88K) | $32.60(+31.85%) | 2026-06-30 | |
| ONTO | ONTO INNOVATION INC | 2.12% | 16.4K | $6.2M | new | $252.91(+33.58%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HLDGS INC | 2.09% | 38.8K | $6.1M | new | $117.67(+12.42%) | 2026-06-30 | |
| VICR | VICOR CORP | 2.07% | 15.9K | $6.0M | new | $261.00(-11.41%) | 2026-06-30 | |
| SITM | SITIME CORP | 2.07% | 8.1K | $6.0M | new | $494.19(+40.10%) | 2026-06-30 | |
| LSCC | LATTICE SEMICONDUCTOR CORP | 2.05% | 39.0K | $6.0M | new | $119.14(+8.61%) | 2026-06-30 | |
| MOG.A | MOOG INC | 2% | 13.7K | $5.8M | new | $353.83(+20.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.00% |
Massar Capital Management LP reports $1.03B in US-listed equity holdings across 246 positions in its most recent 13F filing. Its largest disclosed positions are EWZ (3.4%), IGV (3.2%) and MELI (2.6%). The top 20 holdings account for 38.76% of reported assets. Its disclosed equity book has returned +3.48% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Massar Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2037238). View Massar Capital Management LP’s 13F filings on SEC