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Ah Capital Management, L.L.C. Top Holdings and 13F Report (2026)

About Ah Capital Management, L.L.C.

Investment Activity

  • Ah Capital Management, L.L.C. has $14.21 billion in total holdings as of June 30, 2026.
  • Ah Capital Management, L.L.C. owns shares of 19 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 90.10% of the portfolio was purchased this quarter.
  • About 1.57% of the portfolio was sold this quarter.
  • This quarter, Ah Capital Management, L.L.C. has purchased 16 new stocks and bought additional shares in 0 stocks.
  • Ah Capital Management, L.L.C. sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

SPACE EXPLORATION TECHN CORP
$12,789,728,717
NAVAN INC
$645,361,120
Meta Platforms
$119,716,587
FIGMA INC
$108,238,042

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$12,789,728,717 Holding
771049103 - Roblox
$14,931,117 Holding
482931102 - KAILERA THERAPEUTICS INC
$3,084,200 Holding
42727R302 - IP STRATEGY HOLDINGS INC
$9,722 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORP
74,855,020 shares (about $12.79B)
Roblox
274,570 shares (about $14.93M)
KAILERA THERAPEUTICS INC
140,000 shares (about $3.08M)
IP STRATEGY HOLDINGS INC
4,137 shares (about $9.72K)

Largest Sales this Quarter

FIGMA INC
10,028,070 shares (about $181.41M)
OMADA HEALTH INC
1,153,645 shares (about $25.32M)
Nautilus Biotechnology
8,590,863 shares (about $16.06M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAh Capital Management, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPACE EXPLORATION TECHN CORP
$12,789,728,717$12,789,728,717 â–²New Holding74,855,02090.0%CLASS A COM STK
NAVAN INC
$645,361,1200.0%28,218,6764.5%CL A
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$172,503,4210.0%921,0991.2%Healthcare
Meta Platforms, Inc. stock logo
META
Meta Platforms
$119,716,5870.0%212,5310.8%Communication Services
FIGMA INC
$108,238,042$181,407,787 â–¼-62.6%5,983,3080.8%CLASS A COM STK
BIOAGE LABS INC
$79,244,9970.0%3,233,1700.6%COM
BLOCK INC
$77,268,9720.0%1,016,6970.5%CL A
Erasca, Inc. stock logo
ERAS
Erasca
$52,441,0000.0%2,862,5000.4%Healthcare
MAZE THERAPEUTICS INC
$50,794,3940.0%1,702,2250.4%COM
DAMORA THERAPEUTICS INC
$32,152,4440.0%1,236,1570.2%COM NEW
OMADA HEALTH INC
$25,322,376$25,322,508 â–¼-50.0%1,153,6390.2%COM
Nautilus Biotechnology, Inc. stock logo
NAUT
Nautilus Biotechnology
$16,947,911$16,064,914 â–¼-48.7%9,063,0540.1%Healthcare
Roblox Corporation stock logo
RBLX
Roblox
$14,931,117$14,931,117 â–²New Holding274,5700.1%Communication Services
AKTIS ONCOLOGY INC
$13,375,4500.0%415,0000.1%COM
CAMP4 THERAPEUTICS CORP
$9,287,7310.0%2,125,3390.1%COM
BITGO HOLDINGS INC
$3,451,7240.0%666,3560.0%COM SHS CL A
KAILERA THERAPEUTICS INC
$3,084,200$3,084,200 â–²New Holding140,0000.0%COMMON STOCK
GINKGO BIOWORKS HOLDINGS INC
$1,075,9090.0%108,5680.0%CL A NEW
IP STRATEGY HOLDINGS INC
$9,722$9,722 â–²New Holding4,1370.0%COM
IP STRATEGY HOLDINGS INC
$0$21,843 â–¼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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