Sun Mountain Capital
ST HELIER, Y9files as Sun Mountain Capital Ltd
$184m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 28.4% of the portfolio this quarter.
Value
$184m
Stocks
2
Top 10 share
100.0%
Turnover
28.4%
What changed this quarter
New
Bought for the first time this quarter.
- IsharesEWJ28.4% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Ishares TRIWF
- Share
- 71.6%
- Value
- $132m
- Shares
- 1,061,852
Held
- IsharesEWJ
- Share
- 28.4%
- Value
- $52m
- Shares
- 561,388
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIWF | 71.6% | $132m | 1,061,852 | Held |
| IsharesEWJ | 28.4% | $52m | 561,388 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 46.6% since 31 December 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.