Pbcay One Rsc
$935M 13F equity value
18 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 282,505 | $105M | 11.2% |
| NVDA | NVIDIA Corp | 568,383 | $99M | 10.6% |
| AMZN | Amazon.com Inc | 471,690 | $98M | 10.5% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 240,532 | $81M | 8.7% |
| SPGI | S&P Global Inc | 175,577 | $75M | 8.0% |
| SHW | Sherwin-Williams Co | 209,468 | $67M | 7.2% |
| MELI | MercadoLibre Inc | 38,692 | $67M | 7.2% |
| FXI | Ishares China Large-Cap Etf | 1,844,722 | $66M | 7.1% |
| GOOGL | Alphabet Inc | 230,054 | $66M | 7.1% |
| META | Meta Platforms Inc | 93,080 | $53M | 5.7% |
Track Pbcay One Rsc's 13F portfolio: $935M in reported holdings, 18 positions. Top holdings and quarterly changes on SentiSense.