Starlite Capital INC
13F Reported Value
ⓘ$9.7B
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Starlite Capital INC disclosed 14 positions worth $9.7B in its Form 13F-HR for Q2 2026, led by $TTWO (TAKE TWO INTERACTIVE SOFTWARE INC) at 18.1% of the equity portfolio, followed by $AMZN and $V. During the quarter the fund opened 14 new positions and exited 0 — including a new stake in $TTWO. The portfolio is most concentrated in Technology (39.3% of disclosed assets). All figures are sourced directly from Starlite Capital INC’s Form 13F-HR filing with the SEC under CIK 2147007.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 55.6#1,236
Quality
$1.8B7,426,519 sh - 68.7#300
Quality
$1.3B5,165,123 sh - 82.9#14
Quality
$1.1B2,990,876 sh - 78.2
Quality
$845.3M2,386,147 sh - 79.8
Quality
$844.2M2,104,879 sh - 60.8
Quality
$662.3M3,065,234 sh - 73.8
Quality
$560.5M1,136,852 sh - 73.5
Quality
$487.9M458,173 sh - 50.3
Quality
$475.1M1,204,918 sh - 55.2
Quality
$451.7M9,330,416 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAKE TWO INTERACTIVE SOFTWARE INC$TTWO | 55.6#1,236 | $1.8B | 7,426,519 |
 AMAZON COM INC$AMZN | 68.7#300 | $1.3B | 5,165,123 |
 VISA INC.$V | 82.9#14 | $1.1B | 2,990,876 |
 Alphabet Inc.$GOOG | 78.2 | $845.3M | 2,386,147 |
 MICROSOFT CORP$MSFT | 79.8 | $844.2M | 2,104,879 |
 LOWES COMPANIES INC$LOW | 60.8 | $662.3M | 3,065,234 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $560.5M | 1,136,852 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $487.9M | 458,173 |
 Madison Square Garden Sports Corp.$MSGS | 50.3 | $475.1M | 1,204,918 |
 MGM Resorts International$MGM | 55.2 | $451.7M | 9,330,416 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Starlite Capital INC's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Technology
$3.8B
Consumer Discretionary
$3.2B
Financials
$2.1B
Communication Services
$615.0M
Full Holdings — Starlite Capital INC (Q2 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1.8B | 18.1% | NEW | 55.6 |
| 2 | $AMZN | AMAZON COM INC | $1.3B | 13.2% | NEW | 68.7 |
| 3 | $V | VISA INC. | $1.1B | 11.1% | NEW | 82.9 |
| 4 | $GOOG | Alphabet Inc. | $845.3M | 8.7% | NEW | 78.2 |
| 5 | $MSFT | MICROSOFT CORP | $844.2M | 8.7% | NEW | 79.8 |
| 6 | $LOW | LOWES COMPANIES INC | $662.3M | 6.8% | NEW | 60.8 |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $560.5M | 5.8% | NEW | 73.8 |
| 8 | $GS | GOLDMAN SACHS GROUP INC | $487.9M | 5.0% | NEW | 73.5 |
| 9 | $MSGS | Madison Square Garden Sports Corp. | $475.1M | 4.9% | NEW | 50.3 |
| 10 | $MGM | MGM Resorts International | $451.7M | 4.7% | NEW | 55.2 |
| 11 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $425.3M | 4.4% | NEW | 65.1 |
| 12 |  $UBER | Uber Technologies, Inc | $370.4M | 3.8% | NEW | 73.5 |
| 13 |  $ULTA | Ulta Beauty, Inc. | $336.8M | 3.5% | NEW | 67.3 |
| 14 |  $MSGE | Madison Square Garden Entertainment Corp. | $139.8M | 1.4% | NEW | 60.2 |
New Positions (14)
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC$1.8B$AMZN AMAZON COM INC$1.3B$V VISA INC.$1.1B$GOOG Alphabet Inc.$845.3M$MSFT MICROSOFT CORP$844.2M$LOW LOWES COMPANIES INC$662.3M$BRK.B BERKSHIRE HATHAWAY INC$560.5M$GS GOLDMAN SACHS GROUP INC$487.9M$MSGS Madison Square Garden Sports Corp.$475.1M$MGM MGM Resorts International$451.7M$CMG CHIPOTLE MEXICAN GRILL INC$425.3M$UBER Uber Technologies, Inc$370.4M$ULTA Ulta Beauty, Inc.$336.8M$MSGE Madison Square Garden Entertainment Corp.$139.8MBrowse Top Institutional Investors
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