Holders — by stockHoldings — by fund
Starlite Capital INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002147007
$9.70B
disclosed book value
14
positions
18.1%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TTWOTAKE TWO INTERACTIVE SOFTWARE INC | 7.4M | $1.75B | 18.1% |
| 2 | AMZNAMAZON COM INC | 5.2M | $1.28B | 13.2% |
| 3 | VVISA INC | 3.0M | $1.07B | 11.1% |
| 4 | GOOGLALPHABET INC | 2.4M | $845.3M | 8.7% |
| 5 | MSFTMICROSOFT CORP | 2.1M | $844.2M | 8.7% |
| 6 | LOWLOWES COS INC | 3.1M | $662.3M | 6.8% |
| 7 | BRK/BBERKSHIRE HATHAWAY INC | 1.1M | $560.5M | 5.8% |
| 8 | GSGOLDMAN SACHS GROUP INC | 458,000 | $487.9M | 5% |
| 9 | MSGSMADISON SQUARE GARDEN SPORTS CORP | 1.2M | $475.1M | 4.9% |
| 10 | MGMMGM RESORTS INTERNATIONAL | 9.3M | $451.7M | 4.7% |
| 11 | CMGCHIPOTLE MEXICAN GRILL INC | 244,000 | $425.3M | 4.4% |
| 12 | UBERUBER TECHNOLOGIES INC | 5.1M | $370.4M | 3.8% |
| 13 | ULTAULTA BEAUTY INC | 732,000 | $336.8M | 3.5% |
| 14 | MSGEMADISON SQUARE GARDEN ENTERTAINMENT CORP | 2.4M | $139.8M | 1.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.