Pelham Capital Ltd.: 13F holdings
CIK 16541112026Q2
| Positions | 12 |
|---|
| Reported value | $175.6m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 12 (+3 vs prior quarter) |
|---|
| Reported value | $175.6m (+37.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HLT HILTON WORLDWIDE HLDGS INC | 80,000 | $26.4m | 15.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 54,000 | $25.8m | 14.7% |
| LINDE PLC | 34,357 | $17.8m | 10.2% |
| AMZN AMAZON COM INC | 71,730 | $17.1m | 9.7% |
| NVDA NVIDIA CORPORATION | 85,359 | $17.1m | 9.7% |
| ORLY OREILLY AUTOMOTIVE INC | 163,377 | $15.0m | 8.6% |
| APG API GROUP CORP | 297,222 | $12.6m | 7.2% |
| APH AMPHENOL CORP | 63,665 | $11.2m | 6.4% |
| GE GE AEROSPACE | 29,315 | $11.0m | 6.2% |
| SEAGATE TECHNOLOGY HLDNGS PL | 10,324 | $10.0m | 5.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1654111")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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