GU
Golden Unicorn 13F Holdings (7 Positions, Q2 2026)
Golden UnicornCIK: 0002078724
Concentrated strategySector-focusedMomentum follower
Total reported value
$792.2M
Reporting period: 2026-06-30 · Number of holdings: 7
Golden Unicorn disclosed 7 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $792.2M and a quarterly turnover rate of 13.9%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 13.86
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 14
- Sizing Uniformity
- 86.52
Golden Unicorn's disclosed holdings carry a Herfindahl concentration index of 0.365 — mathematically equivalent to about 3 equally-sized positions, well below its 7 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.35), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 12.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim NVDA
-10.6% $10.8M
New buy MU
New buy SNDK
Trim AAPL
-14.3% -$4.0M
Add GOOGL
+1.8% $27.9M
New buy 84615Q103
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 53.51% | -5.75% | -10.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 21.91% | -3.58% | -14.29% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 16.82% | +1.71% | +1.77% | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 3.61% | +3.61% | NEW | |
| 5 | SNDK | Sandisk CORP | Stock-Tech | 3.59% | +3.59% | NEW | |
| 6 | ✓ | Stock-Other | 0.40% | +0.40% | NEW | ||
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | — |
Portfolio Performance
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+32.9%
- Stdev
- +25.1%
- Beta
- +1.67
- Alpha
- +3.6%
- Max Drawdown
- -9.8%
- Annualized Perf
- +38%
- Batting Avg vs S&P
- +72.2%
- Sortino
- +2.93
- Stutzer
- +0.42
- Treynor
- +0.21
- Sterling
- +1.92
- Calmar
- +3.89
- Information Ratio
- +1.14
- Tracking Error
- +14.4%
- Stdev Down
- +12.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +71.3%
- Worst 12 Months
- +29.4%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.42
- Stdev Sectors
- +33%
- Skewness
- -0.15
- Kurtosis
- -0.89
- Upside Potential
- +4.68
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Golden Unicorn's most significant position changes for 2026-06-30: New buy: Micron Technology Inc (MU); New buy: Sandisk CORP (SNDK); New buy: ; Trim: Nvidia CORP (NVDA) — shares -10.55%; Trim: Apple Inc (AAPL) — shares -14.29%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +3.6% | NEW | New buy |
| 2 | SNDK | Sandisk CORP | +3.6% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | +1.7% | +1.77% | Add |
| 4 | ✓ | +0.4% | NEW | New buy | |
| 5 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 6 | AAPL | Apple Inc | -3.6% | -14.29% | Trim |
| 7 | NVDA | Nvidia CORP | -5.8% | -10.55% | Trim |
Filing History
FAQ
What is Golden Unicorn and what type of investor is it?
Golden Unicorn is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $792.2M, spread across 7 disclosed positions.
What are Golden Unicorn's largest equity positions?
Based on the latest 13F filing, Golden Unicorn's top holdings by market value are:
1. Nvidia CORP (NVDA) — $423.9M (53.5%)
2. Apple Inc (AAPL) — $173.6M (21.9%)
3. Alphabet Inc-cl A (GOOGL) — $133.2M (16.8%)
4. Micron Technology Inc (MU) — $28.6M (3.6%)
5. Sandisk CORP (SNDK) — $28.5M (3.6%)
What changes did Golden Unicorn make in its most recent portfolio filing?
In the latest reported quarter, Golden Unicorn made 6 notable position adjustments: 3 new positions were initiated, 1 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Micron Technology Inc (MU); New buy: Sandisk CORP (SNDK); New buy: ; Trim: Nvidia CORP (NVDA) — shares -10.55%; Trim: Apple Inc (AAPL) — shares -14.29%
What sectors does Golden Unicorn focus on?
Golden Unicorn is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 83.0%
• Communication Services: 17.0%
Investment Profile
Golden Unicorn returned an annualized 38.0% over the trailing 18 months — outperforming the S&P 500 by 3.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.67 (more volatile than the market) and a 72% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 83.0% of the portfolio concentrated in Information Technology.
It has trimmed its AAPL position for two straight quarters, cutting it by $16.7M while still holding $173.6M.
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