ARP Global Capital Ltd: 13F holdings
CIK 20747602026Q2
| Positions | 25 |
|---|
| Reported value | $231.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 25 (+6 vs prior quarter) |
|---|
| Reported value | $231.9m (+36.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 28,295 | $33.9m | 14.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 55,532 | $26.5m | 11.4% |
| TSLA TESLA INC | 46,774 | $19.7m | 8.5% |
| NVDA NVIDIA CORPORATION | 69,000 | $13.8m | 6.0% |
| AMAT APPLIED MATLS INC | 16,517 | $11.9m | 5.1% |
| HUT HUT 8 CORP | 89,034 | $10.3m | 4.4% |
| FSLR FIRST SOLAR INC | 41,555 | $9.8m | 4.2% |
| XME SPDR SERIES TRUST | 89,740 | $9.6m | 4.1% |
| CCJ CAMECO CORP | 91,981 | $9.4m | 4.0% |
| HOOD ROBINHOOD MKTS INC | 92,515 | $9.3m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2074760")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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