RD Finance Ltd
- SEC CIK
- 0002057936
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 27
- −2 vs. Q1 2026
- Portfolio value
- $101.3M
- +$13.2M (+14.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 76,930 | $15.4M | 15.2% | +59,780+348.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 48,830 | $11.6M | 11.5% | +8,880+22.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 24,732 | $8.84M | 8.7% | +15,325+162.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 19,664 | $7.33M | 7.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 15,770 | $5.96M | 5.9% | +1,045+7.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 76,453 | $5.52M | 5.4% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 76,420 | $5.46M | 5.4% | +23,800+45.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,001 | $5.07M | 5.0% | +4,946+122.0% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 23,525 | $4.19M | 4.1% | +23,525 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,720 | $3.69M | 3.6% | −6,690−46.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 20,845 | $3.27M | 3.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 15,740 | $2.91M | 2.9% | −7,620−32.6% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,688 | $2.87M | 2.8% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 24,850 | $2.38M | 2.4% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 14,940 | $2.19M | 2.2% | +5,890+65.1% | Added | History |
| HSAIHesai Group | SPONSORED ADS | 96,380 | $1.76M | 1.7% | +96,380 | New | History |
| ADBEAdobe Inc. | Stock | 8,080 | $1.66M | 1.6% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 3,770 | $1.61M | 1.6% | +3,770 | New | History |
| VRTVertiv Holdings Co | COM CL A | 4,790 | $1.60M | 1.6% | +4,790 | New | History |
| LYFTLyft, Inc. | CL A COM | 104,710 | $1.53M | 1.5% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 1,460 | $1.05M | 1.0% | +1,460 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 40,750 | $1.04M | 1.0% | 00.0% | Unchanged | History |
| CRWVCoreWeave, Inc. | Stock | 10,000 | $995.0K | 1.0% | +10,000 | New | History |
| EQIXEquinix Inc | COM | 952 | $992.0K | 1.0% | +952 | New | History |
| DLRDigital Realty Trust, Inc. | COM | 5,405 | $971.0K | 1.0% | +5,405 | New | History |
| NXTNextpower Inc. | Stock | 6,900 | $822.0K | 0.8% | +6,900 | New | History |
| MYRGMyr Group Inc. | COM | 1,129 | $565.0K | 0.6% | +1,129 | New | History |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 86,000 | $8.66M | 9.8% | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 151,750 | $6.33M | 7.2% | – |
| PANWPalo Alto Networks Inc | Stock | 19,800 | $3.17M | 3.6% | History |
| PINSPinterest, Inc. | CL A | 92,700 | $1.70M | 1.9% | History |
| FSLRFirst Solar, Inc. | Stock | 5,670 | $1.12M | 1.3% | History |
| ABNBAirbnb, Inc. | Stock | 6,770 | $855.0K | 1.0% | History |
| TTDTrade Desk, Inc. | Stock | 36,800 | $835.0K | 0.9% | History |
| SNPSSynopsys Inc | COM | 2,100 | $833.0K | 0.9% | History |
| PYPLPayPal Holdings, Inc. | Stock | 17,333 | $784.0K | 0.9% | History |
| FOURShift4 Payments, Inc. | CL A | 12,700 | $555.0K | 0.6% | History |
| FISVFiserv Inc | Stock | 7,940 | $443.0K | 0.5% | History |
| TEAMAtlassian Corp | CL A | 6,230 | $425.0K | 0.5% | History |