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Portfolio (Quarterly) Guide ↗

PBCay One RSC Ltd

· CIK 0002013737
13F Portfolio $1.7B AUM 19 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 9 Added 4 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY State Street SPDR S&P 500 ETF Financial Services 368,112.0 $274.9M 15.78% NEW $746.77 +2.2%
2 QQQ Invesco QQQ Trust Series 1 Financial Services 243,658.0 $179.4M 10.30% NEW $736.40 -4.1%
3 AVGO Broadcom Inc Technology 225,363.0 $85.1M 4.89% NEW $377.75 -5.0%
4 Space Exploration Technologies Corp 365,089.0 $62.4M 3.58% NEW $170.86
5 MU Micron Technology Inc Technology 6,240.0 $7.2M 0.41% NEW $1154.29 -21.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.9%
Technology 28.5%
Consumer Cyclical 10.6%
Healthcare 9.5%
Communication Services 6.4%
Basic Materials 5.1%