Pelham Capital Ltd.
- SEC CIK
- 0001654111
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 12
- +3 vs. Q1 2026
- Portfolio value
- $175.6M
- +$48.0M (+37.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 80,000 | $26.4M | 15.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 54,000 | $25.8M | 14.7% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 34,357 | $17.8M | 10.2% | +2,857+9.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 71,730 | $17.1M | 9.7% | +7,755+12.1% | Added | History |
| NVDANVIDIA Corp | Stock | 85,359 | $17.1M | 9.7% | +85,359 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 163,377 | $15.0M | 8.6% | +33,610+25.9% | Added | History |
| APGAPi Group Corp | COM STK | 297,222 | $12.6M | 7.2% | −60,778−17.0% | Reduced | History |
| APHAmphenol Corp | CL A | 63,665 | $11.2M | 6.4% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 29,315 | $11.0M | 6.2% | −8,306−22.1% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 10,324 | $9.96M | 5.7% | +10,324 | New | History |
| MDLNMedline Inc. | COM CL A | 149,598 | $5.90M | 3.4% | +149,598 | New | History |
| MLMMartin Marietta Materials Inc | COM | 9,857 | $5.68M | 3.2% | −8,623−46.7% | Reduced | History |