VY Capital Management Co. Ltd. 13F Holdings
VY Capital Management Co. Ltd.'s holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (September 30, 2024). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$47.0B
Largest holding
Space Exploration Techn Corp (class A COM STK)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | New position | $46.4B | 98.91% |
| CEREBRAS SYSTEMS INC (COM CL A) | New position | $474.4M | 1.01% |
| TON STRATEGY CO | New position | $15.6M | 0.03% |
| STRATEGY INC (CL A NEW) | New position | $12.2M | 0.03% |
| BITGO HOLDINGS INC (COM SHS CL A) | New position | $6.9M | 0.01% |
| REDDIT INC (CL A) | New position | $433K | 0.00% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| REDDIT INC (CLASS A) | Sold out | -$474.4M | 0.00% |
Top 6 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | $46.4B | 98.91% | New |
| CEREBRAS SYSTEMS INC (COM CL A) | $474.4M | 1.01% | New |
| TON STRATEGY CO | $15.6M | 0.03% | New |
| STRATEGY INC (CL A NEW) | $12.2M | 0.03% | New |
| BITGO HOLDINGS INC (COM SHS CL A) | $6.9M | 0.01% | New |
| REDDIT INC (CL A) | $433K | 0.00% | New |
Values are as reported in the filing. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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