SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Spear Holdings RSC Ltd

CIK 0002023475 · LEVEL 43, ICD BROOKFIELD PLACE, DIFC, PO BOX 116020, DUBAI · 97144559500

Reported Value
$567M
Q4 2025
Positions
11
Filings on Record
10
2019–present window
Filed
Feb 5, 2026
original filing

Summary

Spear Holdings Rsc Ltd reported $567M in U.S.-listed holdings across 11 positions for Q4 2025.

The portfolio is heavily concentrated: MSFT alone accounts for 21.9% of reported value.

Compared with Q3 2025, the fund opened 2 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $575MQ1 ’24Q2 ’24: $142MQ3 ’24: $100MQ3 ’24Q4 ’24: $0Q1 ’25: $1.3BQ1 ’25Q2 ’25: $1.4BQ3 ’25: $1.8BQ3 ’25Q4 ’25: $567MQ1 ’26: $1.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 94.3%ETP: 4.0%Other: 1.6%ADR: 0.1%
  • Common Stock · 94.3% · $535M
  • ETP · 4.0% · $23M
  • Other · 1.6% · $9M
  • ADR · 0.1% · $553,991

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B18May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$567M11Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.8B18Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B19Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B14May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$01Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$100M2Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$142M5Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$575M12May 30, 2024RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.