§ 13F · FUND PROFILE
TTRF Capital Ltd.
AUM · $152K (13F)Positions · 13Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NBIS | NEBIUS GROUP N V | 323K | $89K | — | — |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 171K | $20K | — | — |
| 3 | ASTS | AST SPACEMOBILE INC | 88K | $8K | — | — |
| 4 | SOFI | SOFI TECHNOLOGIES INC | 428K | $8K | — | — |
| 5 | META | META PLATFORMS INC | 13K | $7K | — | — |
| 6 | MSFT | MICROSOFT CORP | 13K | $5K | — | — |
| 7 | SHOP | SHOPIFY INC | 35K | $4K | — | — |
| 8 | IREN | IREN LTD | 67K | $3K | — | — |
| 9 | QXO | QXO INC | 138K | $2K | — | — |
| 10 | U | UNITY SOFTWARE INC | 59K | $2K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TTRF SIGNAL
AC read
TTRF Capital Ltd is a institutional fund managing $152 thousand in assets. The fund runs a focused portfolio of just 13 positions.
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