Rubicon Global Capital Ltd

Fundamental concentrated ★Highest signal technology specialist (82%) CIK 2055276
League rank
#571
in Fundamental concentrated · #2907 overall
Long book
$234.6M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

Rubicon Global Capital Ltd is a concentrated fundamental stock-picker, specialised in technology (82% of the long book), running a $234.6M US long book across 10 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MONDAY.COM LTD, META PLATFORMS INC-CLASS A, ALPHABET INC-CL C, AMAZON.COM INC, COUPANG INC.

Over the last 6 quarters its long book ran on average 12.6pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-5.3%
Q1 2025
+25.2%
Q2 2025
-26.9%
Q3 2025
-16.1%
Q4 2025
-37.0%
Q1 2026
+12.6%

Sector allocation

Technology
80%
Consumer discretionary
14%
Financials
4%
Other
2%

Long book by quarter

$159.9M
Q4 2024
$293.3M
Q1 2025
$631.8M
Q2 2025
$452.4M
Q3 2025
$377.5M
Q4 2025
$234.6M
Q1 2026

What does Rubicon Global own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MNDY MONDAY.COM LTDTechnology1.4M$99.7M42.5%Held
META META PLATFORMS INC-CLASS ATechnology68.3K$39.1M16.7%-2.2%
GOOG ALPHABET INC-CL CTechnology122.7K$35.2M15.0%-2.4%
AMZN AMAZON.COM INCConsumer discretionary79.0K$16.5M7.0%-6.0%
CPNG COUPANG INCConsumer discretionary862.4K$16.3M6.9%Held
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials13$9.3M4.0%Held
MSFT MICROSOFT CORPTechnology25.0K$9.3M3.9%+25.0%
PPB FLUTTER ENTERTAINMENT PLC-DI56.5K$5.8M2.5%Held
TEAM ATLASSIAN CORP-CL ATechnology40.0K$2.7M1.2%Held
BRAG BRAGG GAMING GROUP INCTechnology446.0K$767K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 27, 202610$234.6M canonicalSEC ↗
Q4 202513F-HRJan 20, 202611$377.5M canonicalSEC ↗
Q3 202513F-HROct 16, 202510$452.4M canonicalSEC ↗
Q2 202513F-HRJul 17, 202510$631.8M canonicalSEC ↗
Q1 202513F-HRApr 15, 202510$293.3M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20259$159.9M canonicalSEC ↗