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Spear Holdings Rsc Limited
Ossama Khoreibi · Family Office · Multi-Strategy
Spear Holdings RSC Limited is a private investment firm based in Abu Dhabi, United Arab Emirates. Established in 2023 and registered within the Abu Dhabi Global Market (ADGM) as a Restricted Scope Company, the institution operates as a sophisticated investment vehicle managing a significant portfolio of global assets. The firm is led by Director Ossama Khoreibi, a prominent investment professional with a background in sovereign wealth and real estate development. Spear Holdings primarily focuses on public equity markets, maintaining substantial positions in major US-listed technology companies, industrial leaders, and diversified exchange-traded funds to capture global growth and market trends.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +3.4% |
| YTD return | +1.3% |
| Sharpe ratio | -2.69 |
| Win rate | 64% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 13.4% | +3.8% |
| TSM | Taiwan Semiconductor Manufacturing | 9.8% | +30.2% |
| NU | Nu Holdings Ltd | 9.3% | +6.1% |
| AMZN | Amazon.com Inc | 8.5% | +16.0% |
| DHR | Danaher Corporation | 8.5% | +0.9% |
| NVDA | NVIDIA Corporation | 7.3% | +21.3% |
| MELI | MercadoLibre Inc. | 7.1% | +4.3% |
| AVGO | Broadcom Inc | 7.1% | -8.0% |
| META | Meta Platforms Inc. | 6.8% | -7.8% |
| SHW | Sherwin-Williams Co | 6.6% | -2.2% |
| SPGI | S&P Global Inc | 5.9% | +0.8% |
| TMO | Thermo Fisher Scientific Inc | 4.8% | +12.7% |
| SPCX | SPAC and New Issue ETF | 3.2% | +35.8% |
| GOOGL | Alphabet Inc Class A | 1.3% | -11.3% |
| MU | Micron Technology Inc | 0.4% | +19.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | SELL | UNH | 2.0% → 0.0% |
| Aug 3, 2026 | BUY | SPCX | 0.0% → 3.2% |
| Aug 3, 2026 | SELL | MSFT | 12.8% → 13.4% |
| Aug 3, 2026 | BUY | SHW | 6.5% → 6.6% |
| Aug 3, 2026 | BUY | TSM | 10.3% → 9.8% |
Investment Style Analysis
Spear Holdings Rsc Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Spear Holdings Rsc Limited made a significant move by reducing the position in UNH. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy centers on long-term capital appreciation through a multi-strategy approach that integrates thematic sector exposure with fundamental equity selection. By allocating capital across high-growth technology indices and strategic industrial positions, the firm seeks to benefit from secular market trends while maintaining a diversified risk profile. The strategy emphasizes global diversification, particularly in the US and emerging markets, and utilizes liquid exchange-traded products to navigate macroeconomic volatility. The firm prioritizes research-driven decision-making and institutional-grade management to achieve superior risk-adjusted returns for its stakeholders.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Spear Holdings Rsc Limited.
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Frequently asked questions
How is the simulated portfolio for Spear Holdings Rsc Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Spear Holdings Rsc Limited's largest holding?
As of the latest filing, Spear Holdings Rsc Limited's top position is Microsoft Corporation (MSFT), representing 13.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Spear Holdings Rsc Limited's historical performance and risk profile?
Our simulation indicates a total return of +3.4% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of -2.69, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Spear Holdings Rsc Limited primarily invest in?
Spear Holdings Rsc Limited has a strong preference for the Semiconductors sector, which makes up 24.6% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Spear Holdings Rsc Limited's portfolio concentrated or diversified?
Spear Holdings Rsc Limited runs a highly concentrated portfolio with 15 disclosed positions. The top 3 holdings alone account for 32.5% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Spear Holdings Rsc Limited performed in 2026?
Our AI-simulated model portfolio for Spear Holdings Rsc Limited tracks a Year-to-Date (YTD) return of +1.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ossama Khoreibi manage Spear Holdings Rsc Limited directly?
Yes, Ossama Khoreibi serves as the key portfolio manager for Spear Holdings Rsc Limited, overseeing the investment strategy and final capital allocation decisions.