PBCAY ONE RSC LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 568K | $99.13M |
 | NU | 539K | $7.75M |
 | AMZN | 472K | $98.24M |
 | MSFT | 283K | $104.57M |
 | DHR | 279K | $52.92M |
 | TSM | 241K | $81.29M |
 | GOOGL | 230K | $66.15M |
 | SHW | 209K | $67.14M |
 | SPGI | 176K | $74.68M |
 | META | 93K | $53.25M |
 | TMO | 61K | $29.80M |
 | UNH | 53K | $14.34M |
 | MELI | 39K | $66.90M |
 | LLY | 38K | $34.66M |
 | GEV | 4K | $3.79M |
NVIDIA Corporation
NVDA
Shares Held
568K
Value
$99.13M
Nu Holdings Ltd.
NU
Shares Held
539K
Value
$7.75M
Amazon.com, Inc.
AMZN
Shares Held
472K
Value
$98.24M
Microsoft Corporation
MSFT
Shares Held
283K
Value
$104.57M
Danaher Corporation
DHR
Shares Held
279K
Value
$52.92M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
241K
Value
$81.29M
Alphabet Inc.
GOOGL
Shares Held
230K
Value
$66.15M
The Sherwin-Williams Company
SHW
Shares Held
209K
Value
$67.14M
S&P Global Inc.
SPGI
Shares Held
176K
Value
$74.68M
Meta Platforms, Inc.
META
Shares Held
93K
Value
$53.25M
Thermo Fisher Scientific Inc.
TMO
Shares Held
61K
Value
$29.80M
UnitedHealth Group Incorporated
UNH
Shares Held
53K
Value
$14.34M
MercadoLibre, Inc.
MELI
Shares Held
39K
Value
$66.90M
Eli Lilly and Company
LLY
Shares Held
38K
Value
$34.66M
GE Vernova Inc.
GEV
Shares Held
4K
Value
$3.79M