SEC 13F Intelligence

Managers / Q1 2026

Montaka Global Pty Ltd

CIK 0002104890 · SUITE 18.02, LEVEL 18, 25 BLIGH STREET, SYDNEY, 2000 · 61272020100

Reported Value
$167M
Q1 2026
Positions
21
Filings on Record
2
2019–present window
Filed
May 4, 2026
original filing

Summary

Montaka Global Pty Ltd reported $167M in U.S.-listed holdings across 21 positions for Q1 2026.

Its largest position, AMZN, represents 12.2% of the portfolio.

Compared with Q4 2025, the fund opened 3 new positions and exited 1.

Portfolio Metrics

Turnover
+13.0%
vs prior filed quarter
Top-10 Concentration
+71.6%
share of reported value
Largest Position
+12.2%
Amazon Com
New / Exited
3 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $211MQ4 ’25Q1 ’26: $167MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 89.5%ADR: 5.8%Other: 4.6%ETP: 0.2%
  • Common Stock · 89.5% · $150M
  • ADR · 5.8% · $10M
  • Other · 4.6% · $8M
  • ETP · 0.2% · $293,073

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TSMTAIWAN SEMICONDUCTOR MANUFACNEW+28.5K28.5K+$10M$10M
UBERUBER TECHNOLOGIES INCNEW+85.1K85.1K+$6M$6M
ICEINTERCONTINENTAL EXCHANGE INNEW+36.3K36.3K+$6M$6M
ALBALBEMARLE CORPSOLD OUT24.2K0$3M$0
SPOTIFY TECHNOLOGY S AADDED+6.9K15.8K+$3M$8M
MRNAMODERNA INCADDED+6.5K20.1K+$618,619$1M
VVISA INCTRIMMED5.8K8.8K$2M$3M
BXBLACKSTONE INCTRIMMED32.7K49.5K$7M$6M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

21 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON COM INChistory →COM12.21%$20M98.1K
2MSFTMICROSOFT CORPhistory →COM10.80%$18M48.8K
3METAMETA PLATFORMS INChistory →CL A9.00%$15M26.3K
4GOOGLALPHABET INChistory →CAP STK CL A8.64%$14M50.3K
5KKRKKR & CO INChistory →COM7.36%$12M133.1K
6TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS5.76%$10M28.5K
7NOWSERVICENOW INChistory →COM4.76%$8M76.1K
8SPOTIFY TECHNOLOGY S ASHS4.57%$8M15.8K
9CRMSALESFORCE INChistory →COM4.25%$7M38.1K
10FNDFLOOR & DECOR HLDGS INChistory →CL A4.24%$7M139.5K
11SPGIS&P GLOBAL INChistory →COM3.79%$6M14.9K
12UBERUBER TECHNOLOGIES INChistory →COM3.66%$6M85.1K
13MDBMONGODB INChistory →CL A3.44%$6M23.5K
14ICEINTERCONTINENTAL EXCHANGE INhistory →COM3.41%$6M36.3K
15BXBLACKSTONE INChistory →COM3.40%$6M49.5K
16DASHDOORDASH INChistory →CL A3.34%$6M37.2K
17MAMASTERCARD INCORPORATEDhistory →CL A3.28%$5M11.0K
18UUNITY SOFTWARE INChistory →COM1.71%$3M130.4K
19VVISA INChistory →COM CL A1.58%$3M8.8K
20MRNAMODERNA INCCOM0.61%$1M20.1K
21ISHARES INCMSCI WORLD ETF0.18%$293,0731.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$167M21May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$211M19Feb 17, 202613F-HRchanges · 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 ↗.