ACAP Strategic Fund

ACAP Strategic Fund · Series CIK:0001467631

Equity fund · 57% stocks
$11.87B NAV
179 positions · as of 2026-06-30 · filed 2026-08-28
data updated 2026-09-08

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 Q2

74.41%
of net assets
Stocks56.60%
Derivatives17.54%
Cash & short-term0.27%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 25 new22 exited

Largest new: AVGO, Applied Materials Inc, KIOXIA Holdings Corporation, Nokia Oyj, MKSI, PRECIDIAN ETFS TRUST - Silicon Motion Technology Corp. ADRhedged(TM), ARM HOLDINGS PLC, NVT

Largest exited: ASML Holding N.V., DLR, CAT, SPDR Series Trust - SPDR(R) S&P Regional Banking(SM) ETF, F, PANW, JX Advanced Metals Corporation, NXPI

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+33.75%
3-year
+93.75%
5-year
+23.32%
Volatility
16.42%
Worst 3-yr fall
-13.13%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

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

Issuer%NAVValue
Booking Holdings Inc.9.12%$1.08B
Taiwan Semiconductor Manufacturing Company LimitedTSM6.10%$724.28M
Amazon.com Inc5.26%$624.58M
Ricoh Co Ltd5.24%$622.06M
Lam Research CorpLRCX5.06%$601.14M
Applied Materials Inc4.52%$536.72M
Safran SA4.49%$532.65M
KLA CorpKLAC4.13%$489.74M
AMPHENOL CORPORATION4.09%$485.31M
Teradyne IncTER3.90%$463.54M
Showing 10 of 179Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 51.91% of net assets, top 25 89.64%, 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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