Valor Management LLC: 13F holdings, Q2 2026
Valor Management LLC reported 5 positions worth $86.19B in its Form 13F for Q2 2026 (vs. $180.88M in Q1 2026), filed 2026-08-14.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | $86.01B | 99.8% | 503,414,530 | new |
| BWAY | BRAINSWAY LTD | $82.43M | 0.1% | 5,314,950 | same |
| BTGO | BITGO HOLDINGS INC | $64.95M | 0.1% | 12,538,608 | same |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $29.78M | 0.0% | 818,013 | +598% |
| BIOA | BIOAGE LABS INC | $321K | 0.0% | 13,105 | same |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | CANTON STRATEGIC HOLDINGS INC | $3.54M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.