13F HOLDINGS REPORT
RIT CAPITAL PARTNERS PLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001424379-25-000017
Total Value
$797.7M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 212,000 | $105.4M | 13.21% |
| 2 | WEBULL CORP | BULLW | 10,007,267 | $95.5M | 11.97% |
| 3 | AMAZON COM INC | AMZN | 335,350 | $73.6M | 9.22% |
| 4 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 325,300 | $59.7M | 7.48% |
| 5 | COUPANG INC | CPNG | 1,609,200 | $48.2M | 6.04% |
| 6 | RENAISSANCERE HLDGS LTD | RNR-PG | 198,000 | $48.1M | 6.03% |
| 7 | GOLAR LNG LTD | GLNG | 1,000,000 | $41.2M | 5.16% |
| 8 | SALESFORCE INC | CRM | 127,250 | $34.7M | 4.35% |
| 9 | SOMNIGROUP INTERNATIONAL INC | SGI | 508,000 | $34.5M | 4.33% |
| 10 | GOLAR LNG LTD | GLNG | 826,738 | $34.1M | 4.27% |
| 11 | GODADDY INC | GDDY | 180,000 | $32.4M | 4.06% |
| 12 | ATLASSIAN CORPORATION | TEAM | 149,750 | $30.4M | 3.81% |
| 13 | COUPANG INC | CPNG | 1,000,000 | $30.0M | 3.76% |
| 14 | V F CORP | VFC | 2,440,360 | $28.6M | 3.59% |
| 15 | CONSTELLATION ENERGY CORP | CEG | 83,000 | $26.8M | 3.36% |
| 16 | CAE INC | CAE | 764,399 | $22.3M | 2.80% |
| 17 | INTERNATIONAL PAPER CO | 460146103 | 434,000 | $20.3M | 2.55% |
| 18 | SMURFIT WESTROCK PLC | SW | 460,000 | $19.8M | 2.49% |
| 19 | ALIBABA GROUP HLDG LTD | BBAAY | 90,000 | $10.2M | 1.28% |
| 20 | BEYOND MEAT INC | BYND | 21,600,000 | $1.9M | 0.24% |