Rizvi Traverse Management portfolio
Single-position portfolioPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Oct 15, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Rizvi Traverse Management reported a $1.4 bn portfolio of 3 positions to the SEC as of the end of Q2 2026. Its largest positions are SPCX, PL, PLBY.
Sections with a free account
What changed this quarter
No prior 13F to compare: this quarter's changes cannot be calculated.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Space Exploration TechnologiesSPCX97.4%
- Planet Labs PBCPL1.3%
- PlayboyPLBY1.2%
Portfolio by sector
- ● Industrials 97%
- ● Information Technology 1%
- ● Consumer Discretionary 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Guardcap Asset ManagementInvestment firm · $1.4 bn
- Pale Fire Capital$1.4 bn
- Impactive CapitalInvestment firm · $1.4 bn
- Scheer, Rowlett & Associates Investment Management$1.4 bn
- Talbot Financial$1.4 bn
- AltraVue CapitalInvestment firm · $1.4 bn