Prime Capital Management CO LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Prime Capital Management CO LTD disclosed 7 US equity positions worth $1.3bn in its Q2 2026 13F filing. The largest position was TSM at 25.3% of the reported book, followed by TSLA and MU. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 7 holdings.
What did Prime Capital Management CO LTD own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 25.3% | $317.0m | 663,808 | 0% | held |
| 2 | TSLA TESLA INC | Consumer Cyclical | 24.2% | $302.8m | 719,861 | 0% | held |
| 3 | MU MICRON TECHNOLOGY INC | Technology | 23.3% | $291.6m | 252,618 | 0% | held |
| 4 | NVDA NVIDIA CORPORATION | Technology | 14.1% | $176.9m | 884,179 | 0% | held |
| 5 | CAVA CAVA GROUP INC | Consumer Cyclical | 6.5% | $81.0m | 1,031,630 | 0% | held |
| 6 | ELF E L F BEAUTY INC | Consumer Defensive | 3.6% | $44.7m | 604,535 | 0% | held |
| 7 | KNSL KINSALE CAP GROUP INC | Financial Services | 3.0% | $38.1m | 115,498 | 0% | held |
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.