Arkolith/Funds/Starlite Capital INC

Starlite Capital INC

CIK 2147007Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Starlite Capital INC holds a focused book of 14 stocks worth $9.7B as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). Their largest long position is Take-Two Interactive Softwre at 18% of the equity book.

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holdings, largest changes, and filing provenance.
First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
87%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
39%
Information Technology
35%
Financials
22%
Industrials
4%

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.

Funds with the most overlap

Other tracked managers holding the same core names as Starlite Capital INC

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC14 / 14$913.9B
BlackRock, Inc.14 / 14$651.9B
VANGUARD CAPITAL MANAGEMENT LLC14 / 14$548.5B
STATE STREET CORP14 / 14$354.6B
GEODE CAPITAL MANAGEMENT, LLC14 / 14$210.5B
MORGAN STANLEY14 / 14$160.0B
VANGUARD PORTFOLIO MANAGEMENT LLC14 / 14$156.6B
NORGES BANK14 / 14$133.2B

Ranked by how many of Starlite Capital INC's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Take Two Interactive Software Inc
COM
$1.8B7.43M
18.1%
New
New position
2Amazon Com Inc
COM
$1.3B5.17M
13.2%
New
New position
3Visa Inc
COM CL A
$1.1B2.99M
11.1%
New
New position
4Alphabet Inc
CAP STK CL A
$845.3M2.39M
8.7%
New
New position
5Microsoft Corp
COM
$844.2M2.10M
8.7%
New
New position
6Lowes Cos Inc
COM
$662.3M3.06M
6.8%
New
New position
7Berkshire Hathaway Inc
COM CL B
$560.5M1.14M
5.8%
New
New position
8Goldman Sachs Group Inc
COM
$487.9M458.0K
5.0%
New
New position
9Madison Square Garden Sports Corp
COM CL A
$475.1M1.21M
4.9%
New
New position
10MGM Resorts International
COM
$451.7M9.33M
4.7%
New
New position
11Chipotle Mexican Grill Inc
COM
$425.3M244.0K
4.4%
New
New position
12Uber Technologies Inc
COM
$370.4M5.08M
3.8%
New
New position
13Ulta Beauty Inc
COM
$336.8M732.0K
3.5%
New
New position
14Madison Square Garden Entertainment Corp
COM CL A
$139.8M2.37M
1.4%
New
New position
Showing all 14 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202614$9.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.