Starlite Capital INC reported 14 positions with a total reported value of $19.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-31. Top holdings by reported value: TTWO TAKE TWO INTERACTIVE SOFTWARE INC (18.1%), AMZN AMAZON COM INC (13.2%), V VISA INC (11.1%), GOOGL ALPHABET INC (8.7%), MSFT MICROSOFT CORP (8.7%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 14,853,186 | $3.5B | 18.1% |
| AMZN AMAZON COM INC | 10,330,123 | $2.6B | 13.2% |
| V VISA INC | 5,981,876 | $2.1B | 11.1% |
| GOOGL ALPHABET INC | 4,772,147 | $1.7B | 8.7% |
| MSFT MICROSOFT CORP | 4,209,879 | $1.7B | 8.7% |
| LOWES COS INC | 6,130,234 | $1.3B | 6.8% |
| BRK-B BERKSHIRE HATHAWAY INC | 2,273,852 | $1.1B | 5.8% |
| GS GOLDMAN SACHS GROUP INC | 916,173 | $975.9M | 5.0% |
| MADISON SQUARE GARDEN SPORTS CORP | 2,409,918 | $950.3M | 4.9% |
| MGM MGM RESORTS INTERNATIONAL | 18,660,416 | $903.3M | 4.7% |
| CMG CHIPOTLE MEXICAN GRILL INC | 488,189 | $850.7M | 4.4% |
| UBER UBER TECHNOLOGIES INC | 10,149,632 | $740.9M | 3.8% |
| ULTA ULTA BEAUTY INC | 1,464,154 | $673.6M | 3.5% |
| MSGE MADISON SQUARE GARDEN ENTERTAINMENT CORP | 4,740,183 | $279.7M | 1.4% |
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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