Starlite Capital INC holds a focused book of 14 reported positions worth $9.7B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). Their largest long position is Take-Two Interactive Softwre at 18% of the reported non-option book. Cloning the disclosed picks since 2026 would be +2%. That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Starlite Capital INC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Starlite Capital INC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pangea Capital Gestao de Recursos Ltda. | 2 / 14 | $120.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 4 / 14 | $305.0M |
| Luma Capital S.A. - SPF | 5 / 14 | $69.3M |
| Hingham Institution for Savings | 3 / 14 | $81.3M |
| Skye Global Management LP | 4 / 14 | $3.1B |
| Altarock Partners LP | 4 / 14 | $2.5B |
| Daniel Investment Group, Inc. | 4 / 14 | $98.4M |
| Hardin Capital Partners, LLC | 6 / 14 | $101.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Starlite Capital INC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Take Two Interactive Software Inc COM | $1.8B | 7.43M | 18.1% | ▲New New position | |
| 2 | Amazon Com Inc COM | $1.3B | 5.17M | 13.2% | ▲New New position | |
| 3 | Visa Inc COM CL A | $1.1B | 2.99M | 11.1% | ▲New New position | |
| 4 | Alphabet Inc CAP STK CL A | $845.3M | 2.39M | 8.7% | ▲New New position | |
| 5 | Microsoft Corp COM | $844.2M | 2.10M | 8.7% | ▲New New position | |
| 6 | Lowes Cos Inc COM | $662.3M | 3.07M | 6.8% | ▲New New position | |
| 7 | Berkshire Hathaway Inc COM CL B | $560.5M | 1.14M | 5.8% | ▲New New position | |
| 8 | Goldman Sachs Group Inc COM | $487.9M | 458.2K | 5.0% | ▲New New position | |
| 9 | Madison Square Garden Sports Corp COM CL A | $475.1M | 1.20M | 4.9% | ▲New New position | |
| 10 | MGM Resorts International COM | $451.7M | 9.33M | 4.7% | ▲New New position | |
| 11 | Chipotle Mexican Grill Inc COM | $425.3M | 244.2K | 4.4% | ▲New New position | |
| 12 | Uber Technologies Inc COM | $370.4M | 5.07M | 3.8% | ▲New New position | |
| 13 | Ulta Beauty Inc COM | $336.8M | 732.2K | 3.5% | ▲New New position | |
| 14 | Madison Square Garden Entertainment Corp COM CL A | $139.8M | 2.37M | 1.4% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2147007/holdings"
Use Arkolith to show Starlite Capital INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 14 | $9.7B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.