AiSiWhale

AI & tech investing

CapitalatWork S.A.

CIK 2135126

13F filing for Q2 2026・No. 1,067

Holdings
US$3.99B
Quarter change
+US$628.88M
Entries
93
Net bought (estimate)
+US$455.33M

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

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 2
  • Sold out 2
  • Cut 20
  • Added 31
  • Corporate actions 0
  • Unchanged 7

Largest holdings

60 stocks worth US$3.98B, options and bonds left out.

StockThis quarterValueWeight
INTCINTEL CORPCOMAddedSplit 1:2US$282.33M7.10%
GOOGALPHABET INCCAP STK CL CCutUS$194.61M4.89%
APOAPOLLO GLOBAL MANAGEMENT INCCOMCutUS$172.21M4.33%
TMUST-MOBILE US INCCOMAddedUS$154.89M3.89%
SCHWCHARLES SCHWAB CORPCOMAddedUS$154.55M3.89%
MSFTMicrosoftCOMAddedUS$148.09M3.72%
NVDANvidiaCOMAddedUS$136.61M3.43%
MELIMERCADOLIBRE INCCOMAddedUS$126.19M3.17%
UBERUBER TECHNOLOGIES INCCOMAddedUS$124.42M3.13%
ABNBAIRBNB INCCOM CL AAddedUS$111.44M2.80%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.