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Funds / Montaka Global Pty Ltd
Institutional Fund

Montaka Global Pty Ltd

Sydney, AustraliaCIK 21048902 filings on record

Portfolio Value
$167.30M
Q1 2026
Holdings
21
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-20.8%
from $211.34M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Amazon Com Inc12.2%
  • Microsoft Corp10.8%
  • Meta Platforms Inc9.0%
  • Alphabet Inc8.6%
  • Kkr & Co Inc7.4%
  • Taiwan Semiconductor Mfg Ltd5.8%
  • Other46.2%

Portfolio Holdings

21 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Amazon Com Inc98.1K$20.43M12.2%13.2KReduced
2Microsoft Corp48.8K$18.08M10.8%5.8KReduced
3Meta Platforms Inc26.3K$15.06M9.0%4.4KReduced
4Alphabet Inc50.3K$14.45M8.6%5.6KReduced
5Kkr & Co Inc133.1K$12.31M7.4%6.0KReduced
6Taiwan Semiconductor Mfg Ltd28.5K$9.64M5.8%+28.5KNew
7Servicenow Inc76.1K$7.96M4.8%12.6KReduced
8Spotify Technology S A15.8K$7.64M4.6%+6.9KAdded
9Salesforce Inc38.1K$7.11M4.2%6.7KReduced
10Floor & Decor Hldgs Inc139.5K$7.09M4.2%27.2KReduced

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