本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
MTCO Ltd. (CIK 2095669) reported $271.3M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QXO ($189.1M, 69.69%), PSKY ($81.3M, 29.98%), AOR ($449,665, 0.17%), QQQ ($449,940, 0.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QXO | QXO INC | $189.1M | 69.69% | 10.9M | Hold |
| 2 | PSKY | PARAMOUNT SKYDANCE CORP | $81.3M | 29.98% | 8.2M | Added |
| 3 | AOR | ISHARES TR | $449,665 | 0.17% | 6,470 | New |
| 4 | QQQ | INVESCO QQQ TR | $449,940 | 0.17% | 611 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30