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Starlite Capital 13F Portfolio

Portfolio Manager
Starlite Capital INC
Performance
0% (N/A)
AUM (13F)
$9.70B
# of Holdings
14
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q2 2026

Starlite Capital INC Holdings Map

Top 14 Starlite Capital INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
18.06%7.43M$1.75Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 7.43M shares
$221.53(+14.03%)
2026-06-30
AMZN
AMAZON COM INC
13.15%5.17M$1.28Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 5.17M shares
$219.64(+25.18%)
2026-06-30
V
VISA INC
11.07%2.99M$1.07Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 2.99M shares
$321.32(+12.48%)
2026-06-30
GOOGL
ALPHABET INC
8.71%2.39M$845.3Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 2.39M shares
$315.43(+11.42%)
2026-06-30
MSFT
MICROSOFT CORP
8.7%2.10M$844.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 2.10M shares
$365.99(+37.37%)
2026-06-30
LOW
LOWES COS INC
6.83%3.07M$662.3Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 3.07M shares
$226.54(-2.02%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC
5.78%1.14M$560.5Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 1.14M shares
$487.53(+7.35%)
2026-06-30
GS
GOLDMAN SACHS GROUP INC
5.03%458.2K$487.9Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 458.2K shares
$909.48(+14.07%)
2026-06-30
MSGS
MADISON SQUARE GARDEN SPORTS CORP
4.9%1.20M$475.1Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 1.20M shares
$357.29(+9.81%)
2026-06-30
MGM
MGM RESORTS INTERNATIONAL
4.66%9.33M$451.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 9.33M shares
$41.72(+4.05%)
2026-06-30

About Starlite Capital INC’s portfolio

Starlite Capital INC reports $9.70B in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are TTWO (18.1%), AMZN (13.2%) and V (11.1%). The top 20 holdings account for 100% of reported assets. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
TTWO — 18.1% ($1.75B)AMZN — 13.2% ($1.28B)V — 11.1% ($1.07B)GOOGL — 8.7% ($845.33M)MSFT — 8.7% ($844.22M)LOW — 6.8% ($662.33M)BRK.B — 5.8% ($560.48M)GS — 5.0% ($487.95M)MSGS — 4.9% ($475.13M)MGM — 4.7% ($451.66M)Other — 13.1% ($1.27B)
87%in top 10
  • TTWO18.1%
  • AMZN13.2%
  • V11.1%
  • GOOGL8.7%
  • MSFT8.7%
  • LOW6.8%
  • BRK.B5.8%
  • GS5.0%
  • MSGS4.9%
  • MGM4.7%
  • Other13.1%

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Source filings

Holdings on this page are parsed from Starlite Capital INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2147007). View Starlite Capital INC’s 13F filings on SEC

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