StockDriftsStockDriftsTop 13 TTRF Capital Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N V | 58.81% | 322.9K | $89.2M | new | $184.22(+5.20%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 13.18% | 171.3K | $20.0M | new | $127.11(+39.01%) | 2026-06-30 | |
| ASTS | AST SPACEMOBILE INC | 5.14% | 87.7K | $7.8M | new | $81.34(-16.51%) | 2026-06-30 | |
| SOFI | SOFI TECHNOLOGIES INC | 5.06% | 428.1K | $7.7M | new | $16.54(+9.92%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.93% | 13.3K | $7.5M | new | $549.83(+8.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.15% | 12.8K | $4.8M | new | $365.99(+37.37%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 2.62% | 34.8K | $4.0M | new | $112.97(+34.81%) | 2026-06-30 | |
| IREN | IREN LTD | 2.02% | 66.8K | $3.1M | new | $38.68(+3.43%) | 2026-06-30 | |
| QXO | QXO INC | 1.58% | 138.4K | $2.4M | new | $17.74(-11.75%) | 2026-06-30 | |
| U | UNITY SOFTWARE INC | 1.11% | 59.1K | $1.7M | new | $24.56(+74.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
TTRF Capital Ltd reports $151.66M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are NBIS (58.8%), PLTR (13.2%) and ASTS (5.1%). The top 20 holdings account for 100% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from TTRF Capital Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2142345). View TTRF Capital Ltd’s 13F filings on SEC