ACAP Strategic Fund

ACAP Strategic Fund · Series CIK:0001467631

Equity fund · 52% stocks
$10.35B NAV
179 positions · as of 2026-03-31 · filed 2026-05-26
data updated 2026-08-10

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

72.39%
of net assets
Stocks52.49%
Derivatives19.89%
Cash & short-term0.02%

These positions come to 72.39% of net assets. Not everything a fund owns is reported as a holding — uninvested cash is collected at fund level instead — so the total is not expected to reach 100%.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 35 new25 exited

Largest new: VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF, GEV, ASML Holding N.V., TWLO, DLR, Lynas Rare Earths, CAT, ADBE

Largest exited: CRM, WYNN, Dell Technologies Inc., CSGP, WDAY, AMT, Microsoft Corp, NEC Corporation

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Taiwan Semiconductor Manufacturing Company LimitedTSM7.99%$826.52M
ROLLS-ROYCE HOLDINGS PLC7.96%$824.38M
DoorDash, Inc.6.93%$717.67M
Amazon.com Inc5.27%$545.78M
Meta Platforms, Inc.META5.06%$523.89M
CATERPILLAR INC.4.97%$514.78M
Siemens Energy AG4.73%$489.70M
Safran SA4.20%$434.72M
Lam Research CorpLRCX3.73%$386.29M
KLA CorpKLAC3.71%$384.47M
Showing 10 of 179Sign in to see more

Top 10 positions are 54.57% of net assets, top 25 90.15%, across 178 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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