PBCAY ONE RSC LTD

PrivateCIK: 2013737
18
Positions
$1.34B
Total AUM (reported)
6.12M
Total Shares

Allocation by class

TOTAL AUM$1.34B18 positions
COM$646.17M48.1%
TR UNIT$409.71M30.5%
SPONSORED ADS$81.29M6.0%
CHINA LG-CAP ETF$66.23M4.9%
CAP STK CL A$66.15M4.9%
CL A$53.25M4.0%
SHS BEN INT$14.05M1.0%

Portfolio Concentration

Top 345.6%4–1038.7%11–2515.7%TOP 1084.3%0%100%
Top 3$613.42M45.6%
4–10$520.63M38.7%
11–25$210.56M15.7%

Top 3 weight

45.6%

Top 10 weight

84.3%

Voting Authority Distribution

Total shares with voting rights: 6.12M

Sole

Full voting authority

6.12M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:

State Street SPDR S&P 500 ETF

SOLE
TR UNIT
Shares630K
TypeSH
Market value$409.71M
30.47%
Sole
630K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares282.50K
TypeSH
Market value$104.57M
7.78%
Sole
282.50K
Shared
0.00
None
0.00

NVIDIA Corp

SOLE
COM
Shares568.38K
TypeSH
Market value$99.13M
7.37%
Sole
568.38K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
COM
Shares471.69K
TypeSH
Market value$98.24M
7.31%
Sole
471.69K
Shared
0.00
None
0.00

Taiwan Semiconductor Manufacturing Co Ltd

SOLE
SPONSORED ADS
Shares240.53K
TypeSH
Market value$81.29M
6.05%
Sole
240.53K
Shared
0.00
None
0.00

S&P Global Inc

SOLE
COM
Shares175.58K
TypeSH
Market value$74.68M
5.55%
Sole
175.58K
Shared
0.00
None
0.00

Sherwin-Williams Co

SOLE
COM
Shares209.47K
TypeSH
Market value$67.14M
4.99%
Sole
209.47K
Shared
0.00
None
0.00

MercadoLibre Inc

SOLE
COM
Shares38.69K
TypeSH
Market value$66.90M
4.98%
Sole
38.69K
Shared
0.00
None
0.00

Ishares China Large-Cap Etf

SOLE
CHINA LG-CAP ETF
Shares1.84M
TypeSH
Market value$66.23M
4.93%
Sole
1.84M
Shared
0.00
None
0.00

Alphabet Inc

SOLE
CAP STK CL A
Shares230.05K
TypeSH
Market value$66.15M
4.92%
Sole
230.05K
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
CL A
Shares93.08K
TypeSH
Market value$53.25M
3.96%
Sole
93.08K
Shared
0.00
None
0.00

Danaher Corp

SOLE
COM
Shares279.10K
TypeSH
Market value$52.92M
3.94%
Sole
279.10K
Shared
0.00
None
0.00

Eli Lilly and Co

SOLE
COM
Shares37.68K
TypeSH
Market value$34.66M
2.58%
Sole
37.68K
Shared
0.00
None
0.00

Thermo Fisher Scientific Inc

SOLE
COM
Shares60.63K
TypeSH
Market value$29.80M
2.22%
Sole
60.63K
Shared
0.00
None
0.00

UnitedHealth Group Inc

SOLE
COM
Shares53.01K
TypeSH
Market value$14.34M
1.07%
Sole
53.01K
Shared
0.00
None
0.00

iShares Bitcoin Trust ETF

SOLE
SHS BEN INT
Shares365.61K
TypeSH
Market value$14.05M
1.04%
Sole
365.61K
Shared
0.00
None
0.00

Nu Holdings Ltd

SOLE
ORD SHS CL A
Shares539.13K
TypeSH
Market value$7.75M
0.58%
Sole
539.13K
Shared
0.00
None
0.00

GE Vernova Inc

SOLE
COM
Shares4.34K
TypeSH
Market value$3.79M
0.28%
Sole
4.34K
Shared
0.00
None
0.00