RD Finance Ltd

13F filer · CIK 0002057936

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$101MU.S. long equity reported on 13F

Positions2710 new · 10 closed

Net flow last quarter+$20.4MBuys minus sells

Top 10 positions weight72.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202627 positions
NVDANvidia Corp	$15.4M	15.20%	0.00%	+348.6%	Q1 2025
AMZNAmazon Com Inc	$11.6M	11.49%	0.00%	+22.2%	Q1 2025
GOOGLAlphabet Inc.	$8.84M	8.73%	0.00%	+162.9%	Q1 2025
MSFTMicrosoft Corp	$7.34M	7.24%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$5.96M	5.88%	0.00%	+7.1%	Q1 2026
UBERUber Technologies, Inc	$5.52M	5.45%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$5.46M	5.39%	0.00%	+45.2%	Q4 2025
METAMeta Platforms, Inc.	$5.07M	5.01%	Not reported	+122.0%	Q1 2025
BKNGBooking Holdings Inc.	$4.19M	4.14%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.69M	3.64%	0.00%	-46.4%	Q1 2025
CRMSalesforce, Inc.	$3.27M	3.22%	0.00%	Not reported	Q1 2025
QCOMQualcomm Inc	$2.91M	2.87%	0.00%	-32.6%	Q1 2025
MELIMercadolibre Inc	$2.87M	2.83%	0.00%	Not reported	Q4 2025
BABAAlibaba Group Holding Ltd	$2.39M	2.35%	0.00%	Not reported	Q2 2025
ORCLOracle Corp	$2.19M	2.16%	0.00%	+65.1%	Q4 2025
HSAIHesai Group	$1.76M	1.73%	0.06%	New	Q2 2026
ADBEAdobe Inc.	$1.66M	1.64%	0.00%	Not reported	Q2 2025
ETNEaton Corp plc	$1.61M	1.59%	0.00%	New	Q2 2026
VRTVertiv Holdings Co	$1.6M	1.58%	0.00%	New	Q2 2026
LYFTLyft, Inc.	$1.53M	1.51%	0.03%	Not reported	Q1 2025
PWRQuanta Services, Inc.	$1.05M	1.04%	0.00%	New	Q2 2026
JDJD.com, Inc.	$1.04M	1.02%	0.00%	Not reported	Q1 2025
CRWVCoreWeave, Inc.	$995K	0.98%	Not reported	New	Q2 2026
EQIXEquinix Inc	$992K	0.98%	0.00%	New	Q2 2026
DLRDigital Realty Trust, Inc.	$971K	0.96%	0.00%	New	Q2 2026
NXTNextpower Inc.	$822K	0.81%	0.01%	New	Q2 2026
MYRGMyr Group Inc.	$565K	0.56%	0.01%	New	Q2 2026
Q1 2026Reported May 14, 202627 positions
AMZNAmazon Com Inc	$8.32M	9.44%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$7.28M	8.26%	0.00%	Not reported	Q1 2025
UBERUber Technologies, Inc	$5.5M	6.24%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$5.06M	5.74%	0.00%	+29.5%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.87M	5.53%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$4.56M	5.17%	0.00%	New	Q1 2026
CRMSalesforce, Inc.	$3.89M	4.41%	0.00%	+64.9%	Q1 2025
PANWPalo Alto Networks Inc	$3.17M	3.60%	0.00%	Not reported	Q4 2025
BABAAlibaba Group Holding Ltd	$3.12M	3.54%	0.00%	Not reported	Q2 2025
QCOMQualcomm Inc	$3.01M	3.41%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$2.99M	3.39%	0.00%	Not reported	Q1 2025
MELIMercadolibre Inc	$2.92M	3.31%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$2.71M	3.07%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$2.32M	2.63%	Not reported	-58.8%	Q1 2025
ADBEAdobe Inc.	$1.96M	2.23%	0.00%	Not reported	Q2 2025
PINSPinterest, Inc.	$1.7M	1.93%	0.07%	Not reported	Q1 2025
LYFTLyft, Inc.	$1.39M	1.58%	0.03%	Not reported	Q1 2025
ORCLOracle Corp	$1.33M	1.51%	0.00%	Not reported	Q4 2025
JDJD.com, Inc.	$1.21M	1.37%	0.00%	Not reported	Q1 2025
FSLRFirst Solar, Inc.	$1.12M	1.27%	0.01%	Not reported	Q1 2025
ABNBAirbnb, Inc.	$855K	0.97%	Not reported	Not reported	Q1 2025
TTDTrade Desk, Inc.	$835K	0.95%	Not reported	Not reported	Q3 2025
SNPSSynopsys Inc	$833K	0.95%	0.00%	Not reported	Q4 2025
PYPLPayPal Holdings, Inc.	$784K	0.89%	0.00%	Not reported	Q1 2025
FOURShift4 Payments, Inc.	$555K	0.63%	0.02%	Not reported	Q4 2025
FISVFiserv Inc	$443K	0.50%	0.00%	Not reported	Q4 2025
TEAMAtlassian Corp	$425K	0.48%	Not reported	Not reported	Q4 2025
Q4 2025Reported Feb 3, 202623 positions
QQQInvesco QQQ Trust, Series 1	$18.6M	18.85%	Not reported	Not reported	Q1 2025
MSFTMicrosoft Corp	$9.51M	9.61%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$9.22M	9.32%	0.00%	+192.7%	Q1 2025
METAMeta Platforms, Inc.	$6.5M	6.57%	Not reported	+140.2%	Q1 2025
UBERUber Technologies, Inc	$6.25M	6.31%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$3.81M	3.85%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$3.65M	3.69%	0.00%	New	Q4 2025
BABAAlibaba Group Holding Ltd	$3.64M	3.68%	0.00%	Not reported	Q2 2025
MELIMercadolibre Inc	$3.4M	3.44%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$3.35M	3.39%	0.00%	Not reported	Q1 2025
ADBEAdobe Inc.	$2.83M	2.86%	0.00%	+56.0%	Q2 2025
PINSPinterest, Inc.	$2.4M	2.43%	0.07%	+228.7%	Q1 2025
PEPPepsico Inc	$1.77M	1.79%	0.00%	Not reported	Q1 2025
ORCLOracle Corp	$1.76M	1.78%	0.00%	New	Q4 2025
TTDTrade Desk, Inc.	$1.4M	1.41%	Not reported	Not reported	Q3 2025
JDJD.com, Inc.	$1.17M	1.18%	0.00%	-50.0%	Q1 2025
PYPLPayPal Holdings, Inc.	$1.01M	1.02%	0.00%	-50.0%	Q1 2025
TEAMAtlassian Corp	$1.01M	1.02%	Not reported	New	Q4 2025
SNPSSynopsys Inc	$986K	1.00%	0.00%	New	Q4 2025
ABNBAirbnb, Inc.	$919K	0.93%	Not reported	Not reported	Q1 2025
IRDMIridium Communications Inc.	$889K	0.90%	0.05%	New	Q4 2025
FOURShift4 Payments, Inc.	$800K	0.81%	0.02%	New	Q4 2025
FISVFiserv Inc	$533K	0.54%	0.00%	New	Q4 2025
Q3 2025Reported Nov 14, 202513 positions
QCOMQualcomm Inc	$4.06M	4.35%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$3.01M	3.22%	Not reported	Not reported	Q1 2025
AMZNAmazon Com Inc	$3M	3.21%	0.00%	-64.4%	Q1 2025
CRMSalesforce, Inc.	$3M	3.21%	0.00%	Not reported	Q1 2025
JDJD.com, Inc.	$2.85M	3.05%	0.01%	Not reported	Q1 2025
PYPLPayPal Holdings, Inc.	$2.33M	2.49%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$2.01M	2.16%	0.00%	-55.5%	Q1 2025
ADBEAdobe Inc.	$1.83M	1.96%	0.00%	Not reported	Q2 2025
TTDTrade Desk, Inc.	$1.8M	1.93%	Not reported	New	Q3 2025
PEPPepsico Inc	$1.73M	1.86%	0.00%	Not reported	Q1 2025
PDDPDD Holdings Inc.	$1.23M	1.32%	0.00%	-0.2%	Q1 2025
PINSPinterest, Inc.	$907K	0.97%	0.02%	-12.3%	Q1 2025
ABNBAirbnb, Inc.	$822K	0.88%	Not reported	Not reported	Q1 2025

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