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VY Capital Management Co. Ltd. (auto-surfaced)

cloneable · 31-MAR-2026 → 30-JUN-2026

AUM $46,951,289,147 · 6 positions · top-10 100.0% · SEC filing history →

13FScore: n/a (insufficient price-covered history)

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$SPCX · SPACE EXPLORATION TECHN CORP98.9%$46,441,712,890-13%HighNASDAQSerenityBitget →
$CBRS · CEREBRAS SYSTEMS INC1.0%$474,448,325-36%MedNASDAQSerenityBitget →
$BTGO · BITGO HOLDINGS INC0.0%$6,903,459+25%Med
$RDDT · REDDIT INC0.0%$433,429-8%MedReddit operates a social platform of user-created communities where members share content and discussions, generating revenue primarily from advertising and data licensing.S&PSerenityBitget →
$MIGA · STRATEGY INC0.0%$12,170,200—MedEnterprise analytics software and Bitcoin treasury (MicroStrategy)
$TONX · TON STRATEGY CO0.0%$15,620,844+8%MedNASDAQ

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$SPCX · SPACE EXPLORATION TECHN CORP98.9%-13% Q2 '26NASDAQSerenityBitget →
$CBRS · CEREBRAS SYSTEMS INC1.0%-36% Q2 '26NASDAQSerenityBitget →
$TONX · TON STRATEGY CO0.0%+8% Q2 '26NASDAQ
$MIGA · STRATEGY INC0.0%—Enterprise analytics software and Bitcoin treasury (MicroStrategy)
$BTGO · BITGO HOLDINGS INC0.0%+25% Q2 '26
$RDDT · REDDIT INC0.0%-8% Q2 '26Reddit operates a social platform of user-created communities where members share content and discussions, generating revenue primarily from advertising and data licensing.S&PSerenityBitget →

Since entry / add = price change to the latest close (30-JUN-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-10-17 · Alpha-Investor tracker