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Massar Capital Management, LP

13F filer · CIK 2037238 · Stamford, CT

Summary
Massar Capital Management, LP reported $1.03B across 265 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are EWZ (1.0%), IGV (0.9%), MELI (0.7%). Versus 2026 Q1, leaving options aside, it opened 163 new positions, added to 12, trimmed 68 and sold out of 147.
Reported value$1.03B
Positions265incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions163
Added12
Trimmed68
Sold out147

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 1.0%Value $9.93MPrice $36.47Shares 288K +22.52%Since Jun 30 +5.71%
Weight 0.9%Value $9.26MPrice $105.22Shares 102KSince Jun 30 +16.14%
Weight 0.7%Value $7.64MPrice $1725Shares 4,499 -75.28%Since Jun 30 +1.62%
Weight 0.6%Value $6.25MPrice $41.82Shares 131K +98.31%Since Jun 30 -12.42%
Weight 0.6%Value $6.19MPrice $304.69Shares 16KSince Jun 30 -19.49%
Weight 0.6%Value $6.09MPrice $135.01Shares 39KSince Jun 30 -14.02%
Weight 0.6%Value $6.03MPrice $290.68Shares 16KSince Jun 30 -23.46%
Weight 0.6%Value $6.02MPrice $651.43Shares 8,079Since Jun 30 -12.63%
Weight 0.6%Value $5.97MPrice $125.45Shares 39KSince Jun 30 -17.99%
Weight 0.6%Value $5.82MPrice $387.59Shares 14KSince Jun 30 -8.55%
Weight 0.6%Value $5.77MPrice $258.19Shares 22KSince Jun 30 -3.42%
Weight 0.5%Value $5.48MPrice $24.37Shares 224K -80.53%Since Jun 30 -0.41%
Weight 0.5%Value $5.25MPrice $189.38Shares 23K -51.46%Since Jun 30 -17.19%
Weight 0.4%Value $4.50MPrice $232.35Shares 19KSince Jun 30 -3.58%
Weight 0.4%Value $4.36MPrice $481.47Shares 8,055Since Jun 30 -11.14%
Weight 0.4%Value $4.06MPrice $107.74Shares 42K -17.87%Since Jun 30 +12.25%
Weight 0.4%Value $3.95MPrice $22.42Shares 187K -43.25%Since Jun 30 +5.80%
Weight 0.4%Value $3.92MPrice $53.89Shares 91K -58.64%Since Jun 30 +24.80%
Weight 0.3%Value $3.35MPrice $272.00Shares 19KSince Jun 30 +54.69%
Weight 0.3%Value $3.07MPrice $19.85Shares 124K -54.08%Since Jun 30 -20.02%
Weight 0.3%Value $2.95MPrice $177.37Shares 14KSince Jun 30 -13.60%
Weight 0.3%Value $2.89MPrice $10.43Shares 276K -0.40%Since Jun 30 -0.48%
Weight 0.3%Value $2.85MPrice $134.30Shares 16KSince Jun 30 -22.38%
Weight 0.3%Value $2.82MPrice $24.51Shares 61K -85.61%Since Jun 30 -46.79%
Weight 0.3%Value $2.76MPrice $117.26Shares 19KSince Jun 30 -19.31%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

IGVIGVISHARES TR≈ $9.26MNew
VICRVICRVICOR CORP≈ $6.03MNew
SITMSITMSITIME CORP≈ $6.02MNew

Largest sells in 2026 Q2

JDJDJD.COM INC≈ $50.50MTrim
QQQQQQINVESCO QQQ TR≈ $43.51MSold
KWEBKWEBKRANESHARES TRUST≈ $26.34MTrim
MELIMELIMERCADOLIBRE INC≈ $23.69MTrim

Options

Notional value, listed apart from stocks · top 10 of 19

TLTTLTISHARES TRCALL$200.30MNew
TLTTLTISHARES TRPUT$200.30MNew
QQQQQQINVESCO QQQ TRPUT$85.20MAdd
SOXXSOXXISHARES TRPUT$52.61MNew
EWYEWYISHARES INCPUT$44.28MNew
SMHSMHVANECK ETF TRUSTPUT$33.52MNew
WMTWMTWALMART INCPUT$23.56MTrim
QQQQQQINVESCO QQQ TRCALL$20.99MHold
XOMXOMEXXON MOBIL CORPPUT$14.55MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR