ASK CAPITAL MANAGEMENT, LLC

CIK 2056598 · View on SEC EDGAR ↗

Portfolio value
$721.0M
#3,031 of 9,443 by 13F value · top 32.1%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: +27.0% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
1.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $28,520,125 · sells $0

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held

New positions
0
Increased
1
Decreased
0
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+63.2%
S&P 500 total return (same window)
+28.1%
Excess return
+35.1%

Annualized: +38.7% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 15.3%

Sector breakdown

Technology
88.8%
Consumer Discretionary
1.2%
Industrials
0.0%
Other/Unmapped
10.0%

Full portfolio 4 positions

Type Streak 8Q trend
AVGO Broadcom Inc. - Common Stock $640,312,315 88.81% 1,695,069 $115,671,509
Unknown issuer (CUSIP: 11135F901) $71,772,500 9.95% 190,000 Call option $36,333,605 Up ×1
ABNB Airbnb, Inc. - Class A Common Stock $8,622,061 1.20% 60,252 $1,013,438
FA First Advantage Corporation - Common Stock $282,501 0.04% 15,651 $98,445

Top movers (QoQ)

Security Action Shares Δ Value Δ
AVGO Price move only +0 +$115.7M
Bought more +76K +$36.3M
ABNB Price move only +0 +$1.0M
FA Price move only +0 +$98K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NU Sept. 30, 2025 21,556 $295,748 -9.5%