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Massar Capital Management, LP

All holdings · as of Dec 31, 2025

292 positions

CompanyClassValueShares% of portfolio
Alibaba Group Holding LtdBABAADR$52.24M356,39310.3%
ORACLE CORP—$24.22M124,2574.8%
Block, Inc.—$22.88M351,5044.5%
ISHARES INC—$17.00M535,0003.3%
Coinbase Global, Inc.—$16.74M74,0273.3%
Strategy Inc—$15.37M101,1393.0%
MARA Holdings, Inc.—$14.66M1,632,8062.9%
SELECT SECTOR SPDR TR—$12.31M288,4682.4%
GRAYSCALE ETHEREUM MINI TR E—$10.01M356,8252.0%
MP Materials Corp. / DE—$7.11M140,8001.4%
Amazon.com Inc—$6.99M30,2911.4%
SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFGADR$6.19M320,0001.2%
United Parcel Service Inc—$5.75M58,0001.1%
HONEYWELL INTERNATIONAL INC—$5.31M27,2191.0%
INVESCO EXCH TRADED FD TR II—$5.15M61,0621.0%
Lululemon Athletica Inc—$4.92M23,6971.0%
Mizuho Financial Group, Inc.MFGADR$4.76M650,0000.9%
Texas Pacific Land Corp—$4.67M16,2600.9%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$4.44M280,0000.9%
ISHARES TR—$4.31M44,8750.8%
GLOBAL X FDS—$4.17M97,5000.8%
Quanta Services Inc—$3.93M9,3050.8%
FISERV INC—$3.89M57,8610.8%
Noble Corp plc—$3.50M123,9600.7%
MercadoLibre, Inc.—$3.45M1,7150.7%
Walt Disney Co—$3.28M28,8470.6%
ERO COPPER CORP—$3.27M115,7340.6%
INVESCO QQQ TR—$3.23M5,2640.6%
JD.com,Inc.JDADR$3.16M110,2000.6%
ISHARES INC—$3.03M75,0000.6%
NORFOLK SOUTHERN CORP—$2.92M10,1000.6%
Biohaven Ltd.—$2.79M247,4000.5%
Energy Fuels Inc/Canada—$2.79M192,0200.5%
Sweetgreen, Inc.—$2.78M411,0000.5%
OLD DOMINION FREIGHT LINE, INC.—$2.69M17,1350.5%
ISHARES BITCOIN TRUST ETF—$2.62M52,6960.5%
Fluence Energy, Inc.FLNCCommon Stock$2.60M131,6000.5%
INTEL CORP—$2.54M68,8850.5%
Alphabet Inc.—$2.50M8,0000.5%
NEXTERA ENERGY INC—$2.48M30,9500.5%
Jumia Technologies AGJMIAADR$2.48M198,4950.5%
ClearPoint Neuro, Inc.—$2.41M176,2280.5%
ISHARES TR—$2.40M9,7670.5%
Gitlab Inc.—$2.40M63,8300.5%
QXO, Inc.—$2.33M120,7560.5%
Rubrik, Inc.—$2.31M30,1750.5%
Semler Scientific, Inc.—$2.29M150,0000.5%
CORNING INC /NY—$2.27M25,9420.4%
Meta Platforms Inc—$2.25M3,4100.4%
ACM Research Inc—$2.14M54,1350.4%
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