13F INSTITUTION · CIK 0001628622 · 2026-Q2 · filed Aug 18, 2026

Vy Capital Management Co

VY CAPITAL MANAGEMENT CO. LTD.

$47.0B

13F long value · 2026-Q2

Positions6

CategoryAsset Manager

Quarters tracked2

▲ #193 of 581 by 13F value

Size rank 7/10

Snapshot

Vy Capital Management Co's 13F portfolio at a glance — size, concentration and this quarter's activity.

13F value (AUM)?

$47.0B

Positions

Top 6 weight

99.9%

Quarters tracked

Latest 13F filed

Aug 18, 2026

13F value by quarter

Total reported long value each quarter — fund flows plus market moves.

$474.4M

2024-Q3

$47.0B

2026-Q2

Top holdings — 2026-Q2

The fund's largest reported positions. The 6 shown cover 99.9% of the portfolio.

Ticker	Issuer	Weight	Value	Shares	Since 2026-Q2
SPCX	SPACE EXPLORATION TECHN CORP	98.9%	$46.4B	271.8M	—
CBRS	CEREBRAS SYSTEMS INC	1.0%	$474.4M	2.1M	—
TONX	TON STRATEGY CO	0.0%	$15.6M	6.1M	-11.4%
MSTR	STRATEGY INC	0.0%	$12.2M	140.0K	+94.6%
BTGO	BITGO HOLDINGS INC	0.0%	$6.9M	1.3M	+98.3%
RDDT	REDDIT INC	0.0%	$433.4K	2.5K	-7.7%

Conviction over time

Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.

SPCX — 98.9%

CBRS — 1.0%

TONX — 0.0%

MSTR — 0.0%

BTGO — 0.0%

RDDT — 0.0%