Arini Captial Management Ltd
- SEC CIK
- 0002056819
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 28
- +22 vs. Q1 2026
- Portfolio value
- $974.7M
- +$340.9M (+53.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ECHOEchoStar CORP | CL A | 4,839,158 | $491.2M | 50.4% | +1,387,813+40.2% | Added | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 20,899,209 | $99.1M | 10.2% | +9,653,039+85.8% | Added | History |
| SABRSabre Corp | COM | 39,100,000 | $81.7M | 8.4% | +2,491,752+6.8% | Added | History |
| CTEVClaritev Corp | CL A NEW | 1,534,687 | $52.3M | 5.4% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 1,185,542 | $35.8M | 3.7% | −2,678,022−69.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 80,600 | $30.1M | 3.1% | +80,600 | New | History |
| AAPLApple Inc. | Stock | 80,600 | $23.3M | 2.4% | +80,600 | New | History |
| XOMExxonMobil Holdings Corp | COM | 130,800 | $17.9M | 1.8% | +130,800 | New | History |
| TSLATesla, Inc. | Stock | 40,000 | $16.8M | 1.7% | +40,000 | New | History |
| NVDANVIDIA Corp | Stock | 80,600 | $16.1M | 1.7% | +80,600 | New | History |
| AMZNAmazon Com Inc | Stock | 40,000 | $9.53M | 1.0% | +40,000 | New | History |
| WELLWelltower Inc. | REIT | 40,000 | $9.08M | 0.9% | +40,000 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,000 | $8.71M | 0.9% | +15,000 | New | History |
| LRCXLam Research Corp | Stock | 20,000 | $8.67M | 0.9% | +20,000 | New | History |
| DHRDanaher Corp | Stock | 40,000 | $7.62M | 0.8% | +40,000 | New | History |
| AVGOBroadcom Inc. | Stock | 20,000 | $7.55M | 0.8% | +20,000 | New | History |
| AMGNAmgen Inc | Stock | 20,000 | $7.24M | 0.7% | +20,000 | New | History |
| AMATApplied Materials Inc | Stock | 10,000 | $7.23M | 0.7% | +10,000 | New | History |
| LLYEli Lilly & Co | Stock | 6,000 | $7.20M | 0.7% | +6,000 | New | History |
| BACBank of America Corp | Stock | 100,000 | $5.70M | 0.6% | +100,000 | New | History |
| TERTeradyne, Inc | Stock | 10,000 | $4.84M | 0.5% | +10,000 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 5,000 | $4.83M | 0.5% | +5,000 | New | History |
| BLKBlackRock, Inc. | Stock | 5,000 | $4.81M | 0.5% | +5,000 | New | History |
| TDSTelephone & Data Systems Inc | COM NEW | 125,224 | $4.63M | 0.5% | +125,224 | New | History |
| SCHWSchwab Charles Corp | Stock | 50,000 | $4.61M | 0.5% | +50,000 | New | History |
| WMTWalmart Inc. | Stock | 40,000 | $4.53M | 0.5% | +40,000 | New | History |
| KDKyndryl Holdings, Inc. | Stock | 300,000 | $3.39M | 0.3% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 600 | $249.4K | <0.1% | +600 | New | History |