Prime Capital Management CO LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Prime Capital Management CO LTD disclosed 7 US equity positions worth $891.0m in its Q1 2026 13F filing. The largest position was TSLA at 30.0% of the reported book, followed by TSM and NVDA.
What did Prime Capital Management CO LTD own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 30.0% | $267.6m | 719,861 | – | |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 25.2% | $224.3m | 663,808 | – | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 17.3% | $154.2m | 884,179 | – | |
| 4 | MU MICRON TECHNOLOGY INC | Technology | 9.6% | $85.3m | 252,618 | – | |
| 5 | CAVA CAVA GROUP INC | Consumer Cyclical | 9.4% | $83.5m | 1,031,630 | – | |
| 6 | KNSL KINSALE CAP GROUP INC | Financial Services | 4.4% | $39.5m | 115,498 | – | |
| 7 | ELF E L F BEAUTY INC | Consumer Defensive | 4.1% | $36.6m | 604,535 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.