Investor
PBCay One RSC Ltd
CIK 0002013737 · filed 2026-05-14 · SEC filing
13F book
$1.34B
Positions
17
7 new · 1 sold
Largest name
7.8%
Microsoft Corp · MSFT
Est. mark
−$67.2M
Price effect on 10 names still held. Flow $434.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 282.5K | $104.6M | 7.8% | −$29.1M | Added−$19.5M |
| Nvidia Corp | NVDA | 568.4K | $99.1M | 7.4% | −$4.15M | Added$35.2M |
| Amazon Com Inc | AMZN | 471.7K | $98.2M | 7.3% | −$8.31M | Added$13.2M |
| Taiwan Semiconductor Mfg Ltd | — | 240.5K | $81.3M | 6.0% | $62.1K | Added$80.7M |
| S&P Global Inc. | SPGI | 175.6K | $74.7M | 5.6% | −$14.4M | Added−$2.66M |
| Sherwin Williams Co | SHW | 209.5K | $67.1M | 5.0% | −$728.9K | Cut−$25.1M |
| Mercadolibre Inc | MELI | 38.7K | $66.9M | 5.0% | −$4.66M | Added$34M |
| Ishares Tr | — | 1.84M | $66.2M | 4.9% | — | New |
| Alphabet Inc | — | 230.1K | $66.2M | 4.9% | −$572.9K | Added$59.1M |
| Meta Platforms, Inc. | META | 93.1K | $53.3M | 4.0% | — | New |
| Danaher Corporation | — | 279.1K | $52.9M | 3.9% | — | New |
| Eli Lilly & Co | LLY | 37.7K | $34.7M | 2.6% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 60.6K | $29.8M | 2.2% | — | New |
| Unitedhealth Group Inc | UNH | 53K | $14.3M | 1.1% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 365.6K | $14M | 1.0% | −$4.11M | Cut−$8.82M |
| Nu Hldgs Ltd | — | 539.1K | $7.75M | 0.6% | −$1.28M | Held |
| GE Vernova Inc. | GEV | 4.34K | $3.79M | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.