PBCay One RSC Ltd
- SEC CIK
- 0002013737
- Latest filing
- Jul 27, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only.
- Positions
- 11
- No filing for Q3 2025
- Portfolio value
- $567.2M
- No filing for Q3 2025
PBCay One RSC Ltd did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 256,500 | $124.0M | 21.9% | – | – | History |
| SHWSherwin Williams Co | COM | 284,774 | $92.3M | 16.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 368,400 | $85.0M | 15.0% | – | – | History |
| SPGIS&P Global Inc. | Stock | 147,987 | $77.3M | 13.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 343,001 | $64.0M | 11.3% | – | – | History |
| TRUTransUnion | COM | 607,938 | $52.1M | 9.2% | – | – | History |
| MELIMercadolibre Inc | COM | 16,333 | $32.9M | 5.8% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 460,600 | $22.9M | 4.0% | – | – | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 539,130 | $9.03M | 1.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 22,520 | $7.05M | 1.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,823 | $554.0K | 0.1% | – | – | History |