Notable Capital Management, L.l.c.
Notable Capital Management, L.l.c. reported 9 US-listed holdings worth $51.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Kanzhun Limited (58.5%), Ibotta Inc. (22.3%) and Full Truck Alliance Co. Ltd (12.6%). Against the quarter before, it opened 2 positions, added to 0, trimmed 3 and sold out of 0.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -24.9% over the 5 quarters to 30 June 2026, against +33.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Space Exploration Techn Corp. Class A Com STK SPCX$565,547
- Teamshares Inc. TMS$174,322
Trimmed 3
- Ibotta Inc. IBTA-30,990 shares · -8%
- Kanzhun Limited BZ-12,537 shares · -1%
- Full Truck Alliance Co. Ltd YMM-8,358 shares · -1%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kanzhun Limited BZ | 2.3M | $30.1 million | 58.46% | -12.5K |
| Ibotta Inc. IBTA | 336.0K | $11.5 million | 22.27% | -31.0K |
| Full Truck Alliance Co. Ltd YMM | 802.1K | $6.5 million | 12.63% | -8.4K |
| Quantasing Group Ltd HERE | 770.6K | $1.5 million | 2.91% | no change |
| Space Exploration Techn Corp. Class A Com STK SPCX | 3.3K | $565,547 | 1.10% | new |
| Xchg Ltd XCH | 647.6K | $511,595 | 0.99% | no change |
| Bigcommerce Hldgs Inc. CMRC | 149.7K | $443,174 | 0.86% | no change |
| Blaize Hldgs Inc. BZAI | 163.7K | $225,865 | 0.44% | no change |
| Teamshares Inc. TMS | 21.2K | $174,322 | 0.34% | new |