account_balance
Investment manager · 13F filer · SEC CIK 2113997
Metatron Capital Sicav PLC - Metatron Long Term Equity Fund
Reported value$207Mas of Sep 30, 2026
Positions60 5 new, 8 sold out
Top 10 weight54.2%NVDA alone is 14%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
14.0%Added +28%
AMZNAmazon.com Inc
8.8%Trimmed −9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.7%Added +3%
AERAerCap Holdings N.V.
6.4%Added +31%
LRCXLam Research Corp
4.1%Added +121%
MSFTMicrosoft Corp
3.5%Trimmed −17%
BNYBank of New York Mellon Corp
3.4%Added +52%
KLACKLA Corp
2.6%Added +25%
VGVenture Global, Inc.
2.4%+16%
GSGoldman Sachs Group Inc
2.4%
AEMAgnico Eagle Mines Ltd
2.3%−3%
SUNBSunbelt Rentals Holdings, Inc.
2.1%
NVDANVIDIA Corp
14.0%Added +28%
AMZNAmazon.com Inc
8.8%−9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.7%+3%
AERAerCap Holdings N.V.
6.4%+31%
LRCXLam Research Corp
4.1%+121%
MSFTMicrosoft Corp
3.5%
BNYBank of New York Mellon Corp
3.4%
KLAC2.6%VG2.4%GS2.4%AEM2.3%SUNBBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 14.0% Added +28%AMZN Amazon.com Inc 8.8% Trimmed −9%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.7% Added +3%AER AerCap Holdings N.V. 6.4% Added +31%LRCX Lam Research Corp 4.1% Added +121%MSFT Microsoft Corp 3.5% Trimmed −17%BNY Bank of New York Mellon Corp 3.4% Added +52%KLAC KLA Corp 2.6% Added +25%VG Venture Global, Inc. 2.4% Added +16%GS Goldman Sachs Group Inc 2.4% Added +72%AEM Agnico Eagle Mines Ltd 2.3% Trimmed −3%SUNB Sunbelt Rentals Holdings, Inc. 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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