Institutions / Rubicon Global Capital Ltd
Rubicon Global Capital Ltd
CIK 2055276 · Institution · as of Dec 31, 2025
Portfolio value
$377.49M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Monday.Com Ltd | $212.91M | 56.4% |
| Meta Platforms Inc | $46.11M | 12.2% |
| Alphabet Inc. | $39.48M | 10.5% |
| Coupang, Inc. | $20.34M | 5.4% |
| Amazon.com Inc | $19.39M | 5.1% |
| Flutter Entertainment plc | $12.14M | 3.2% |
| Berkshire Hathaway Inc Del | $9.81M | 2.6% |
| Microsoft Corp | $9.67M | 2.6% |
| Atlassian Corporation | $6.49M | 1.7% |
| Bragg Gaming Group Inc | $936.6K | 0.2% |
| Omada Health, Inc.OMDA | $213.3K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.