Starlite Capital INC
Filing Date
Jun 30, 2026
Global Rank
#40
/ 2,477
Top Industry
Electronic Gaming & Multimedia
20.0%
Period ended 26 days ago
Filed Jul 24, 2026 · 2d
Portfolio Concentration
14 positions · as of Jun 30, 2026Top Position
20.0%
of portfolio value
Top 5
61.9%
of portfolio value
Top 10
90.3%
of portfolio value
HHI
1,051
Diversified
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 36.5% | $3,385,129,536 |
| Consumer Cyclical | 29.0% | $2,691,308,610 |
| Financial Services | 22.2% | $2,058,333,080 |
| Technology | 12.4% | $1,151,419,100 |
14 positions ·
$9,286,190,326 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
First | 7,426,667 | $1,856,518,216 | 19.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 5,165,000 | $1,231,026,100 | 13.26% | |
| V |
Visa Inc.
Financial Services
|
First | 2,991,000 | $1,026,182,190 | 11.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,386,000 | $852,684,820 | 9.18% | |
| MSFT |
Microsoft Corp
Technology
|
First | 2,105,000 | $785,207,100 | 8.46% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 3,065,000 | $675,801,850 | 7.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,137,000 | $568,943,430 | 6.13% | |
| MSGS |
Madison Square Garden Sports Corp.
Communication Services
|
First | 1,205,000 | $484,217,200 | 5.21% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 458,000 | $463,207,460 | 4.99% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
First | 9,330,000 | $446,067,300 | 4.80% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 5,075,000 | $366,212,000 | 3.94% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
First | 732,000 | $330,117,360 | 3.55% | |
| MSGE |
Madison Square Garden Entertainment Corp.
Communication Services
|
First | 2,370,000 | $191,709,300 | 2.06% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
First | 244,000 | $8,296,000 | 0.09% |