Rubicon Global Capital Ltd

报告期 2026-03-31 · CIK 0002055276

持仓数

前50大市值合计

$234.6M

报告期

2026-03-31

当前持仓调仓

前 10 大持仓

标的

类型

市值

股数

占比*

— MONDAY COM LTD

SHS

$99.7M

1,442,900

42.5%

META META PLATFORMS INC

CL A

$39.1M

68,307

16.7%

GOOG ALPHABET INC

CAP STK CL C

$35.2M

122,720

15.0%

AMZN AMAZON COM INC

COM

$16.5M

79,000

7.0%

CPNG COUPANG INC

CL A

$16.3M

862,390

6.9%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$9.3M

4.0%

MSFT MICROSOFT CORP

COM

$9.3M

25,000

3.9%

— FLUTTER ENTMT PLC

SHS

$5.8M

56,450

2.5%

TEAM ATLASSIAN CORPORATION

CL A

$2.7M

40,000

1.2%

BRAG BRAGG GAMING GROUP INC

COM NEW

$767.1K

446,000

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

92%前 6 大占比

MONDAY COM LTD42.5%META16.7%GOOG15.0%AMZN7.0%CPNG6.9%BRK/A4.0%