account_balance
Investment manager · 13F filer · SEC CIK 2142345
TTRF Capital Ltd
Reported value$157Mas of Sep 30, 2026
Positions15 3 new, 1 sold out
Top 10 weight98.1%NBIS alone is 52%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NBISNebius Group N.V.
51.8%Added +7%
PLTRPalantir Technologies Inc.
20.4%
METAMeta Platforms, Inc.
6.1%
SOFISoFi Technologies, Inc.
4.4%Added +4%
MSFTMicrosoft Corp
4.2%
ASTSAST SpaceMobile, Inc.
3.4%+5%
SHOPShopify Inc.
3.3%
IRENIREN Ltd
1.7%
U1.5%OPEN1.3%QXO1.1%TSLANBISNebius Group N.V.
51.8%Added +7%
PLTRPalantir Technologies Inc.
20.4%
METAMeta Platforms, Inc.
6.1%
SOFI4.4%MSFT4.2%ASTS3.4%SHOP3.3%UOPENQXOBoxes 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
NBIS Nebius Group N.V. 51.8% Added +7%PLTR Palantir Technologies Inc. 20.4% HeldMETA Meta Platforms, Inc. 6.1% HeldSOFI SoFi Technologies, Inc. 4.4% Added +4%MSFT Microsoft Corp 4.2% HeldASTS AST SpaceMobile, Inc. 3.4% Added +5%SHOP Shopify Inc. 3.3% HeldIREN IREN Ltd 1.7% HeldU Unity Software Inc. 1.5% HeldOPEN Opendoor Technologies Inc. 1.3% Added +234%QXO QXO, Inc. 1.1% Added +9%TSLA Tesla, Inc. 0.8% Held
What changed
Biggest moves since Jun 30, 2026
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