Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rubicon Global Capital Ltd (CIK 2055276) reported $234.6M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MNDY ($99.7M, 42.51%), META ($39.1M, 16.66%), GOOG ($35.2M, 15.01%), AMZN ($16.5M, 7.01%), CPNG ($16.3M, 6.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MNDY | MONDAY COM LTD | $99.7M | 42.51% | 1.4M | Hold |
| 2 | META | META PLATFORMS INC | $39.1M | 16.66% | 68,307 | Trimmed |
| 3 | GOOG | ALPHABET INC | $35.2M | 15.01% | 122,720 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $16.5M | 7.01% | 79,000 | Trimmed |
| 5 | CPNG | COUPANG INC | $16.3M | 6.94% | 862,390 | Hold |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.3M | 3.98% | 13 | Hold |
| 7 | MSFT | MICROSOFT CORP | $9.3M | 3.95% | 25,000 | Added |
| 8 | FLUT | FLUTTER ENTMT PLC | $5.8M | 2.45% | 56,450 | Hold |
| 9 | TEAM | ATLASSIAN CORPORATION | $2.7M | 1.16% | 40,000 | Hold |
| 10 | BRAG | BRAGG GAMING GROUP INC | $767,120 | 0.33% | 446,000 | Hold |
| 11 | OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31