MTCO Ltd.

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

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 6 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
4
Value reported by manager
$265.4M
Sum of our stored positions
$265.4M
should match the line above
Disclosure lag
6 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
0
puts and calls

Positions

4 largest shown
IssuerClassValueSharesTypeCUSIP
QXO INCCOM NEW$189.1M10,940,91982846H405
PARAMOUNT SKYDANCE CORPCOM CL B$75.4M7,650,00069932A204
INVESCO QQQ TRUNIT SER 1$449.9K61146090E103
ISHARES TRCORE 60/40 BALAN$449.7K6,470464289867
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 2026-07-06

MTCO Ltd. — 4 positions reported for 2026Q2 — Tapewire