ASK CAPITAL MANAGEMENT, LLC

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
4
Value reported by manager
$721M
Sum of our stored positions
$721M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
100.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
1
puts and calls

Positions

4 largest shown
IssuerClassValueSharesTypeCUSIP
BROADCOM INCCOM$640.3M1,695,06911135F101
BROADCOM INCCALL$71.8M190,000Call11135F901
AIRBNB INCCOM CL A$8.6M60,252009066101
FIRST ADVANTAGE CORP NEWCOM$282.5K15,65131846B108
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

ASK CAPITAL MANAGEMENT, LLC — 4 positions reported for 2026Q2 — Tapewire