GU
Golden Unicorn (BVI) Ltd
13F filer · CIK 0002078724Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$792MU.S. long equity reported on 13F
Positions73 new · 0 closed
Net flow last quarter-$16.4MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20267 positions | |||||
| $424M | 53.51% | 0.01% | -10.6% | Q4 2024 | |
| $174M | 21.91% | 0.00% | -14.3% | Q4 2024 | |
| $133M | 16.82% | 0.00% | +1.8% | Q4 2024 | |
| $28.6M | 3.61% | 0.00% | New | Q2 2026 | |
| $28.5M | 3.59% | 0.01% | New | Q2 2026 | |
| $3.2M | 0.40% | Not reported | New | Q2 2026 | |
| $1.19M | 0.15% | Not reported | Not reported | Q4 2025 | |
| Q1 2026Reported May 15, 20264 positions | |||||
| $413M | 59.26% | 0.01% | Not reported | Q4 2024 | |
| $178M | 25.49% | 0.00% | Not reported | Q4 2024 | |
| $105M | 15.11% | 0.00% | Not reported | Q4 2024 | |
| $968K | 0.14% | Not reported | Not reported | Q4 2025 | |
| Q4 2025Reported Feb 17, 20264 positions | |||||
| $442M | 59.08% | 0.01% | +0.3% | Q4 2024 | |
| $190M | 25.45% | 0.00% | Not reported | Q4 2024 | |
| $115M | 15.33% | 0.00% | Not reported | Q4 2024 | |
| $1.06M | 0.14% | Not reported | New | Q4 2025 | |
| Q3 2025Reported Nov 14, 20253 positions | |||||
| $440M | 62.23% | 0.01% | Not reported | Q4 2024 | |
| $178M | 25.18% | 0.00% | Not reported | Q4 2024 | |
| $89.1M | 12.58% | 0.00% | +0.1% | Q4 2024 | |
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