Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VIAVia Transn Inc | $51.6M | 69.1% | +63.1% |
| Similarweb LtdCUSIP M84137104 | $18.6M | 24.9% | |
| Taboola.com LtdCUSIP M8744T106 | $4.5M | 6.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Taboola.com LtdCUSIP M8744T106 | December 31, 2025 | +8.5% | $4.5M |
| Similarweb LtdCUSIP M84137104 | December 31, 2025 | −18.2% | $18.6M |
| VIAVia Transn Inc | December 31, 2025 | −37.5% | $51.6M |
Sold off last quarter
- Taboola.com LtdCUSIP M8744T114 was $14K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +48.4% | +14.8% |
| March 31, 2026 | −52.4% | −4.6% |
| December 31, 2023 | −12.6% | +11.2% |
| September 30, 2023 | +1.5% | −3.6% |
| June 30, 2023 | −3.0% | +8.3% |
| March 31, 2023 | +2.6% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −9.0% | −5.3% |
| June 30, 2022 | −35.6% | −16.5% |
| March 31, 2022 | −41.8% | −4.9% |
| December 31, 2021 | −11.1% | +10.7% |
| September 30, 2021 | +17.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ION Crossover Partners Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803307&type=13F-HR&dateb=&owner=include&count=40CIK 1803307
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803307/000117891326004151/Filed August 14, 2026 · accession 0001178913-26-004151