Bronte Capital Management Pty Ltd.
Q2 2026 13F filing
Updated 36 days ago58 disclosed positions worth $931.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $109.1M | 305.2K | 11.71% | Trimmed(-20.0%) |
| 2 | R REGN REGENERON PHARMACEUTICALS | $101.4M | 162.6K | 10.89% | Added(+137.1%) |
| 3 | I IBKR INTERACTIVE BROKERS GROUP | $76.9M | 883.5K | 8.26% | Trimmed(-31.1%) |
| 4 | ? N/A VISA INC-CLASS A SHARES | $75.5M | 219.9K | 8.10% | Trimmed(-8.1%) |
| 5 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $73M | 145.8K | 7.84% | Trimmed(-5.9%) |
| 6 | A AMZN AMAZON COM INC | $62.3M | 261.4K | 6.69% | Trimmed(-8.5%) |
| 7 | P PM PHILIP MORRIS INTL INC | $54.3M | 300.2K | 5.83% | Trimmed(-12.0%) |
| 8 | R REGN REGENERON PHARMACEUTICALS | $42.8M | 68.6K | 4.59% | Unchanged |
| 9 | C CTVA CORTEVA INC | $38.7M | 456.7K | 4.15% | Trimmed(-9.2%) |
| 10 | C COF-PN CAPITAL ONE FINL CORP | $34.8M | 173.5K | 3.74% | Trimmed(-7.4%) |
| 11 | D DIS DISNEY WALT CO | $34.7M | 360.2K | 3.72% | Added(+94.0%) |
| 12 | F FCNCN FIRST CTZNS BANCSHARES INC N | $29.5M | 14.2K | 3.17% | Trimmed(-14.0%) |
| 13 | T TBBB BBB FOODS INC | $22.2M | 533.2K | 2.39% | Added(+9.3%) |
| 14 | A AUROW AURORA INNOVATION INC | $14.9M | 2.19M | 1.60% | Trimmed(-5.7%) |
| 15 | ? N/A VANECK ETF TRUST | $14.5M | 191.6K | 1.55% | Trimmed(-7.9%) |
| 16 | S SHC SOTERA HEALTH CO | $14.1M | 797.1K | 1.52% | Trimmed(-5.5%) |
| 17 | N NKTR NEKTAR THERAPEUTICS | $13.9M | 198.4K | 1.49% | Trimmed(-2.0%) |
| 18 | G GHC GRAHAM HLDGS CO | $13.1M | 11.5K | 1.40% | Trimmed(-10.4%) |
| 19 | E ETHA ISHARES TR | $12.5M | 65.8K | 1.34% | Trimmed(-5.0%) |
| 20 | B BF-B BROWN FORMAN CORP | $12.4M | 464.3K | 1.33% | — |
| 21 | A ALNY ALNYLAM PHARMACEUTICALS INC | $10.7M | 35.4K | 1.14% | Trimmed(-5.0%) |
| 22 | ? N/A SOCIEDAD QUIMICA Y MINERA DE | $8.6M | 116.3K | 0.92% | Trimmed(-5.0%) |
| 23 | G GLBE GLOBAL E ONLINE LTD | $7.9M | 227.6K | 0.85% | Added(+6.8%) |
| 24 | N NEMCL NEWMONT CORP | $6.5M | 69.5K | 0.70% | Trimmed(-7.8%) |
| 25 | B B BARRICK MNG CORP | $5.4M | 146.4K | 0.58% | Trimmed(-7.8%) |
| 26 | R RAMP LIVERAMP HLDGS INC | $4.8M | 128.3K | 0.52% | Trimmed(-42.5%) |
| 27 | H HLF HERBALIFE NUTRITION LTD | $4.3M | 323.4K | 0.46% | Trimmed(-65.6%) |
| 28 | R RVMDW REVOLUTION MEDICINES INC | $3.5M | 18.8K | 0.38% | — |
| 29 | T TPB TURNING PT BRANDS INC | $3.5M | 40.7K | 0.37% | Trimmed(-5.0%) |
| 30 | E ETHA ISHARES TR | $3.4M | 23.0K | 0.37% | — |
| 31 | B BBWI BATH & BODY WORKS INC | $3.3M | 143.8K | 0.36% | Trimmed(-7.5%) |
| 32 | M MDLZ MONDELEZ INTL INC | $3.1M | 53.2K | 0.33% | Trimmed(-4.9%) |
| 33 | R RSKD RISKIFIED LTD | $3M | 588.3K | 0.32% | Added(+20.4%) |
| 34 | B BF-B BROWN FORMAN CORP | $2.6M | 95.4K | 0.28% | Trimmed(-5.0%) |
| 35 | T TYL TYLER TECHNOLOGIES INC | $2.4M | 8.3K | 0.26% | — |
| 36 | ? N/A VANECK ETF TRUST | $2.4M | 24.6K | 0.26% | Trimmed(-7.5%) |
| 37 | P PCTY PAYLOCITY HLDG CORP | $1.9M | 17.9K | 0.20% | Trimmed(-51.2%) |
| 38 | N NCSYF NICE LTD | $1.5M | 16.4K | 0.16% | Trimmed(-4.1%) |
| 39 | O OLED UNIVERSAL DISPLAY CORP | $889K | 10.3K | 0.10% | Trimmed(-7.7%) |
| 40 | V VRSK VERISK ANALYTICS INC | $481K | 2.7K | 0.05% | Trimmed(-7.6%) |
| 41 | E ENVX ENOVIX CORPORATION | $70K | 11.6K | 0.01% | Unchanged |
| 42 | T TMCI TREACE MED CONCEPTS INC | $62K | 15.6K | 0.01% | — |
| 43 | F FATE FATE THERAPEUTICS INC | $59K | 21.7K | 0.01% | Trimmed(-4.9%) |
| 44 | ? N/A AN2 THERAPEUTICS INC | $53K | 10.9K | 0.01% | — |
| 45 | ? N/A C4 THERAPEUTICS INC | $48K | 10.3K | 0.01% | Added(+3.1%) |
| 46 | A ALXO ALX ONCOLOGY HLDGS INC | $37K | 18.1K | 0.00% | — |
| 47 | B BLND BLEND LABS INC | $33K | 19.2K | 0.00% | — |
| 48 | P PEPG PEPGEN INC | $32K | 17.8K | 0.00% | — |
| 49 | ? N/A COMMERCE.COM INC | $30K | 10.3K | 0.00% | — |
| 50 | P PACB PACIFIC BIOSCIENCES CALIF IN | $30K | 17.9K | 0.00% | — |