VY Capital Management Co.
VY Capital Management Co. reported 6 stocks worth $47B in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are SPCX (98.9%), CBRS (1.0%) and TONX (0.0%). Compared with Q3 2024, the fund opened new positions in SPCX, CBRS and TONX and trimmed RDDT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $46.4B | 98.9% | 272M | New position | 1 of 2 | |
| 2 |  CBRS Cerebras Systems Inc Com CL A | $474M | 1.0% | 2.1M | New position | 1 of 2 | |
| 3 |  TONX Ton Strategy Co | $15.6M | 0.0% | 6.1M | New position | 1 of 2 | |
| 4 |  MSTR Strategy Inc | $12.2M | 0.0% | 140K | New position | 1 of 2 | |
| 5 |  BTGO Bitgo Holdings Inc | $6.9M | 0.0% | 1.3M | New position | 1 of 2 | |
| 6 |  RDDT Reddit Inc | $433K | 0.0% | 2,497 | −7.2M (−100%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q3 2024 filing; weight is the share of the fund's reported stocks.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 18, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →VY Capital Management Co. 13F FAQ
What does VY Capital Management Co. own?
VY Capital Management Co. reported 6 stocks worth $47B in its 13F filing for Q2 2026, filed Aug 18, 2026. The table above lists every position in the filing (the top 10 without an account).
What did VY Capital Management Co. buy and sell in Q2 2026?
Compared with Q3 2024: 5 new positions, 0 added to, 1 trimmed and 0 sold out. New positions include SPCX, CBRS and TONX.
When will VY Capital Management Co. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is VY Capital Management Co.'s portfolio worth?
The Q2 2026 filing reports $47B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.