Bronte Capital Management Pty Ltd.
CIK 1471085
13F filing for Q2 2026・No. 2,692
- Holdings
- US$931.07M
- Quarter change
- −US$78.75M
- Entries
- 58
- Net bought (estimate)
- −US$122.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 10
- Cut 34
- Added 7
- Corporate actions 0
- Unchanged 0
Largest holdings
56 stocks worth US$888.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 305,165 | US$109.06M | 12.28% |
| REGNREGENERON PHARMACEUTICALSCOM | Cut | 162,618 | US$101.4M | 11.41% |
| IBKRINTERACTIVE BROKERS GROUPCOM CL A | Cut | 883,526 | US$76.9M | 8.66% |
| VISA INC-CLASS A SHARESCOM | Cut | 219,914 | US$75.45M | 8.49% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 145,847 | US$72.98M | 8.22% |
| AMZNAmazonCOM | Cut | 261,433 | US$62.31M | 7.01% |
| PMPHILIP MORRIS INTL INCCOM | Cut | 300,176 | US$54.3M | 6.11% |
| CTVACORTEVA INCCOM | Cut | 456,656 | US$38.67M | 4.35% |
| COFCAPITAL ONE FINL CORPCOM | Cut | 173,523 | US$34.81M | 3.92% |
| DISDISNEY WALT COCOM | Added | 360,243 | US$34.67M | 3.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.