AlphaGrep UK Ltd

SEC CIK
0002148988

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
697
−46 vs. Q1 2026
Total value
$327.92M
−$11.81M (−3.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

AlphaGrep UK Ltd holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
MSFTMICROSOFT CORP COMStock6,841$2.55M0.78%+1,859+37.3%AddedView
MUMICRON TECHNOLOGY INC COMStock1,979$2.28M0.70%+380+23.8%AddedView
METAMETA PLATFORMS INC CL AStock3,652$2.06M0.63%+22+0.6%AddedView
SOLSSOLSTICE ADVANCED MATLS INCCOM SHS21,868$1.94M0.59%+9,952+83.5%AddedView
INTCINTEL CORP COMStock12,718$1.78M0.54%−2,186−14.7%ReducedView
NVDANVIDIA CORPORATION COMStock8,500$1.7M0.52%−8,159−49.0%ReducedView
AAPLAPPLE INC COMStock5,807$1.68M0.51%−6,452−52.6%ReducedView
MCKMCKESSON CORP COMStock2,219$1.68M0.51%+1,566+239.8%AddedView
QQNITY ELECTRONICS INCCOMMON STOCK9,313$1.52M0.46%+664+7.7%AddedView
NEMNEWMONT CORP COMStock16,198$1.51M0.46%+6,348+64.4%AddedView
LVSLAS VEGAS SANDS CORPCOM31,056$1.43M0.44%+14,261+84.9%AddedView
IDXXIDEXX LABS INCCOM2,630$1.38M0.42%+1,680+176.8%AddedView
ADBEADOBE INC COMStock6,338$1.3M0.40%+2,642+71.5%AddedView
NFLXNETFLIX INC. COMStock18,164$1.3M0.40%+10,004+122.6%AddedView
GSGOLDMAN SACHS GROUP INC COMStock1,272$1.29M0.39%+744+140.9%AddedView
AVAVAEROVIRONMENT INCCOM7,736$1.28M0.39%+7,736NewView
BILLBILL HOLDINGS INC COMStock35,238$1.27M0.39%+35,238NewView
ZTSZOETIS INC CL AStock17,696$1.27M0.39%+10,264+138.1%AddedView
HLHECLA MNG COCOM82,239$1.27M0.39%+25,182+44.1%AddedView
OHIOMEGA HEALTHCARE INVS INCCOM26,138$1.25M0.38%+5,385+25.9%AddedView
SNDKSANDISK CORPCOM545$1.24M0.38%−61−10.1%ReducedView
AMZNAMAZON COM INC COMStock5,122$1.22M0.37%−4,499−46.8%ReducedView
LITELUMENTUM HLDGS INCCOM1,417$1.22M0.37%+708+99.9%AddedView
REGNREGENERON PHARMACEUTICALSCOM1,943$1.21M0.37%+1,659+584.2%AddedView
FIVEFIVE BELOW INCCOM6,589$1.18M0.36%+6,589NewView
CORCENCORA INC COMStock4,174$1.18M0.36%+2,694+182.0%AddedView
NUENUCOR CORPCOM5,285$1.18M0.36%+482+10.0%AddedView
TSLATESLA INC COMStock2,759$1.16M0.35%+145+5.5%AddedView
NRGNRG ENERGY INC COM NEWStock7,745$1.13M0.34%+2,224+40.3%AddedView
WDCWESTERN DIGITAL CORPCOM1,761$1.12M0.34%+396+29.0%AddedView
XYLXYLEM INCCOM9,240$1.09M0.33%+652+7.6%AddedView
HCAHCA HEALTHCARE INCCOM2,767$1.08M0.33%+1,528+123.3%AddedView
FIXCOMFORT SYS USA INCCOM533$1.06M0.32%−186−25.9%ReducedView
HALHALLIBURTON CO COMStock31,091$1.06M0.32%+31,091NewView
NOCNORTHROP GRUMMAN CORP COMStock2,069$1.05M0.32%+1,591+332.8%AddedView
LDOSLEIDOS HOLDINGS INCCOM10,093$1.04M0.32%+3,730+58.6%AddedView
ITTITT INCCOM5,234$1.04M0.32%+1,861+55.2%AddedView
PLDPROLOGIS INC. COMREIT7,522$1.02M0.31%−510−6.3%ReducedView
COPCONOCOPHILLIPS COMStock9,735$1.01M0.31%+7,738+387.5%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock8,663$1.01M0.31%+4,616+114.1%AddedView
GEVGE VERNOVA INC COMStock841$988.06K0.30%+90+12.0%AddedView
TPLTEXAS PACIFIC LAND CORPORATION COMStock2,237$979K0.30%+2,237NewView
BSXBOSTON SCIENTIFIC CORP COMStock22,906$977.63K0.30%+11,245+96.4%AddedView
HIGHARTFORD INSURANCE GROUP INC COMStock7,334$971.9K0.30%+2,607+55.2%AddedView
EVREVERCORE INCCLASS A2,844$971.06K0.30%+1,667+141.6%AddedView
CARAVIS BUDGET GROUP INCCOM6,549$968.14K0.30%+768+13.3%AddedView
JBHTHUNT J B TRANS SVCS INCCOM3,344$967.85K0.30%+145+4.5%AddedView
TELTE CONNECTIVITY PLC ORD SHSStock4,769$961.48K0.29%+2,948+161.9%AddedView
CMICUMMINS INC COMStock1,334$951.42K0.29%+12+0.9%AddedView
INTUINTUIT COMStock3,640$950.04K0.29%+3,640NewView
TSNTYSON FOODS INC CL AStock16,394$938.56K0.29%+3,236+24.6%AddedView
EXPEEXPEDIA GROUP INC COM NEWStock3,655$935.24K0.29%+1,661+83.3%AddedView
ATIATI INC COMStock4,725$931.3K0.28%+4,725NewView
GMGENERAL MTRS COCOM12,001$925.04K0.28%−501−4.0%ReducedView
WFCWELLS FARGO & CO COMStock11,163$922.51K0.28%+2,094+23.1%AddedView
RJFRAYMOND JAMES FINL INCCOM6,045$919.02K0.28%+3,547+142.0%AddedView
LMTLOCKHEED MARTIN CORP COMStock1,782$907.86K0.28%+553+45.0%AddedView
WLKWESTLAKE CORPORATIONCOM12,289$897.1K0.27%+8,973+270.6%AddedView
NKENIKE INC CL BStock21,771$893.7K0.27%+21,771NewView
IVZINVESCO LTD SHSStock33,812$892.3K0.27%+16,276+92.8%AddedView
PEPPEPSICO INC COMStock6,583$891.34K0.27%+4,003+155.2%AddedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock7,222$889.1K0.27%+4,212+139.9%AddedView
DELLDELL TECHNOLOGIES INC CL CStock2,055$886.65K0.27%−2,329−53.1%ReducedView
BCOBRINKS COCOM9,363$884.71K0.27%+6,634+243.1%AddedView
KMIKINDER MORGAN INC DEL COMStock27,586$881.92K0.27%+17,506+173.7%AddedView
AMPAMERIPRISE FINL INCCOM1,904$873.48K0.27%+247+14.9%AddedView
LLYELI LILLY & CO COMStock710$851.6K0.26%+133+23.1%AddedView
WBDWARNER BROS DISCOVERY INC COM SER AStock31,866$849.55K0.26%−6,521−17.0%ReducedView
FHNFIRST HORIZON CORPORATIONCOM33,096$848.58K0.26%+16,377+98.0%AddedView
VSTVISTRA CORP COMStock5,333$845.97K0.26%−2,325−30.4%ReducedView
TFCTRUIST FINL CORPCOM16,969$845.4K0.26%+11,569+214.2%AddedView
PODDINSULET CORP COMStock5,531$842.1K0.26%+3,750+210.6%AddedView
MZTIMARZETTI COMPANYCOM7,357$839.88K0.26%+4,558+162.8%AddedView
UTHRUNITED THERAPEUTICS CORP DELCOM1,543$836.04K0.25%+1,074+229.0%AddedView
SFSTIFEL FINL CORPCOM11,941$833.12K0.25%+11,941NewView
TERTERADYNE INC COMStock1,706$825.43K0.25%−823−32.5%ReducedView
WELLWELLTOWER INC COMREIT3,634$824.81K0.25%+581+19.0%AddedView
OREALTY INCOME CORP COMREIT13,253$821.16K0.25%+3,793+40.1%AddedView
HIIHUNTINGTON INGALLS INDS INCCOM2,912$815.04K0.25%+2,204+311.3%AddedView
EMEEMCOR GROUP INC COMStock975$809.13K0.25%+112+13.0%AddedView
VRSNVERISIGN INCCOM3,209$807.26K0.25%+621+24.0%AddedView
VICIVICI PPTYS INCCOM30,378$806.54K0.25%−4,443−12.8%ReducedView
GISGENERAL MILLS INC COMStock23,106$804.09K0.25%+23,106NewView
BLKBLACKROCK INC COMStock835$802.9K0.24%+420+101.2%AddedView
SRESEMPRA COMStock8,633$800.37K0.24%+8,633NewView
GAPGAP INCCOM42,434$792.67K0.24%+42,434NewView
RMBSRAMBUS INC DELCOM5,945$789.14K0.24%+3,276+122.7%AddedView
SYFSYNCHRONY FINANCIALCOM10,282$781.95K0.24%+4,308+72.1%AddedView
DOWDOW HLDGS INC COMStock28,166$770.62K0.24%+22,515+398.4%AddedView
ROSTROSS STORES INCCOM3,607$767.75K0.23%+1,153+47.0%AddedView
TRMBTRIMBLE INCCOM14,940$764.63K0.23%+11,413+323.6%AddedView
NVTNVENT ELEC PLCSHS4,501$763.42K0.23%+1,426+46.4%AddedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS787$759.46K0.23%−725−47.9%ReducedView
VFCV F CORP COMStock44,854$748.17K0.23%+34,570+336.2%AddedView
RRYDER SYS INCCOM2,831$746.73K0.23%+1,093+62.9%AddedView
UHSUNIVERSAL HLTH SVCS INCCL B5,014$745.53K0.23%+1,781+55.1%AddedView
ENSENERSYSCOM3,164$739.81K0.23%+1,498+89.9%AddedView
TMUST-MOBILE US INC COMStock4,390$736.34K0.22%+1,079+32.6%AddedView
DVNDEVON ENERGY CORP NEW COMStock17,557$725.46K0.22%+6,503+58.8%AddedView
MSMORGAN STANLEY COM NEWStock3,453$721.82K0.22%−102−2.9%ReducedView

Options (12)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

AlphaGrep UK Ltd option positions in Q2 2026
SecurityClassPutsCalls
CATCATERPILLAR INC COMStock$851.92K$851.92K
GSGOLDMAN SACHS GROUP INC COMStock$809.1K$809.1K
VVISA INC COM CL AStock$411.71K$274.47K
UNHUNITEDHEALTH GROUP INC COMStock$332.5K$332.5K
AXPAMERICAN EXPRESS CO COMStock$270.6K$372.08K
MSFTMICROSOFT CORP COMStock$335.72K$298.42K
JPMJPMORGAN CHASE & CO COMStock$261.86K$327.33K
MCDMCDONALDS CORP COMStock$270.31K$297.34K
AMZNAMAZON COM INC COMStock$286.01K$262.17K
BABOEING CO COMStock$259.76K$173.18K
NVDANVIDIA CORPORATION COMStock$180.08K$160.07K
IBMINTERNATIONAL BUSINESS MACHS COMStock$56.24K$56.24K

Sold out since Q1 2026 (273)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 273 by value.

AlphaGrep UK Ltd positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
FISVFISERV INC COMStock29,586$1.65M0.49%
HONHoneywell TechnologiesCOM6,975$1.58M0.46%
TDGTRANSDIGM GROUP INCCOM884$1.02M0.30%
ALLALLSTATE CORP COMStock4,289$889.28K0.26%
NTNXNUTANIX INC CL AStock21,453$815.43K0.24%
GFSGLOBALFOUNDRIES INC ORDINARY SHARESStock18,277$812.96K0.24%
LENLENNAR CORPCL A9,237$802.14K0.24%
IRINGERSOLL RAND INCCOM9,997$800.96K0.24%
ABTABBOTT LABORATORIES COMStock7,685$789.02K0.23%
PKGPACKAGING CORP AMER COMStock3,631$770.57K0.23%
IPARINTERPARFUMS INCCOM8,473$769.69K0.23%
AIR LEASE CORP00912X302CL A11,819$767.53K0.23%
PSAPUBLIC STORAGECOM2,826$765.51K0.23%
HSYHERSHEY COCOM3,672$763.37K0.22%
STAGSTAG INDUSTRIAL INCCOM21,083$760.25K0.22%
TAYLOR MORRISON HOME CORP87724P106COM12,920$752.46K0.22%
RNRRENAISSANCERE HLDGS LTDCOM2,514$747.24K0.22%
MOHMOLINA HEALTHCARE INCCOM5,399$719.69K0.21%
UBERUBER TECHNOLOGIES INC COMStock9,609$691.18K0.20%
LYFTLYFT INCCL A COM51,198$680.93K0.20%
HPQHP INC COMStock35,071$673.71K0.20%
VLOVALERO ENERGY CORP COMStock2,628$649.33K0.19%
CPTCAMDEN PPTY TR SH BEN INTREIT6,587$643.29K0.19%
BLKBBLACKBAUD INCCOM16,054$619.85K0.18%
MRPMILLROSE PPTYS INCCOM CL A21,974$615.27K0.18%
WALWESTERN ALLIANCE BANCORPCOM8,636$611.86K0.18%
ADIANALOG DEVICES INC COMStock1,923$611.78K0.18%
BXPBXP INCCOM11,642$604.22K0.18%
CNXCCONCENTRIX CORP COMStock22,051$603.32K0.18%
PYPLPAYPAL HLDGS INC COMStock13,289$601.06K0.18%
EXLSEXLSERVICE HLDGS INCCOM19,489$593.44K0.17%
CLCOLGATE PALMOLIVE CO COMStock6,845$583.4K0.17%
COFCAPITAL ONE FINL CORP COMStock3,194$582.68K0.17%
MSIMOTOROLA SOLUTIONS INC COM NEWStock1,329$576.75K0.17%
SWKSTANLEY BLACK & DECKER INCCOM7,997$568.27K0.17%
LIILENNOX INTL INCCOM1,222$567.17K0.17%
LADLITHIA MTRS INCCOM2,264$565.37K0.17%
FNVFRANCO NEV CORP COMStock2,288$565.25K0.17%
NBIXNEUROCRINE BIOSCIENCES INC COMStock4,252$560.16K0.16%
WRBBERKLEY W R CORPCOM8,352$553.57K0.16%
ZBRAZEBRA TECHNOLOGIES CORPORATICL A2,621$548K0.16%
GPIGROUP 1 AUTOMOTIVE INCCOM1,620$535.62K0.16%
MPCMARATHON PETE CORP COMStock2,184$533.29K0.16%
CHECHEMED CORP NEWCOM1,387$523.93K0.15%
LAURLAUREATE ED INCCOMMON STOCK14,899$519.08K0.15%
WEBSTER FINL CORP947890109COM7,387$512.81K0.15%
XPXP INCCL A26,770$509.7K0.15%
BALLBALL CORPCOM8,560$505.98K0.15%
OPCHOPTION CARE HEALTH INCCOM NEW18,731$504.24K0.15%
CRCRANE COMPANYCOMMON STOCK2,938$502.4K0.15%
MSGSMADISON SQUARE GRDN SPRT CORCL A1,561$501.71K0.15%
ASHASHLAND INCCOM9,018$501.49K0.15%
NLYANNALY CAPITAL MANAGEMENT INC COM NEWREIT23,557$498.23K0.15%
GGENPACT LIMITEDSHS13,295$495.24K0.15%
QUBTQUANTUM COMPUTING INCCOM72,001$493.21K0.15%
SFMSPROUTS FMRS MKT INCCOM6,367$491.09K0.14%
CHWYCHEWY INCCL A17,887$482.95K0.14%
FSSFEDERAL SIGNAL CORPCOM4,465$482.85K0.14%
BTDRBITDEER TECHNOLOGIES GROUPCL A ORD SHS54,840$474.37K0.14%
MAMASTERCARD INCORPORATED CL AStock948$473.68K0.14%
MIDDMIDDLEBY CORPCOM3,570$473.31K0.14%
DBXDROPBOX INCCL A20,738$471.17K0.14%
SITMSITIME CORPCOM1,361$470.02K0.14%
IEXIDEX CORPCOM2,474$468.95K0.14%
FTVFORTIVE CORP COMStock8,392$463.91K0.14%
MDUMDU RES GROUP INC COMStock22,367$463.44K0.14%
VVISA INC COM CL AStock1,514$457.59K0.13%
SYKSTRYKER CORPORATION COMStock1,383$454.44K0.13%
DXCMDEXCOM INCCOM7,172$450.4K0.13%
HRBBLOCK H & R INCCOM14,169$449.72K0.13%
TRI POINTE HOMES INC87265H109COM9,504$444.12K0.13%
COMPCOMPASS INCCL A60,699$443.71K0.13%
VVVVALVOLINE INCCOM13,061$439.89K0.13%
SIGSIGNET JEWELERS LIMITEDSHS5,180$438.44K0.13%
INGRINGREDION INCCOM3,880$437.12K0.13%
VRSKVERISK ANALYTICS INCCOM2,295$435.48K0.13%
QTWOQ2 HLDGS INCCOM9,154$432.98K0.13%
HWMHOWMET AEROSPACE INC COMStock1,878$432.8K0.13%
CTASCINTAS CORP COMStock2,553$431.81K0.13%
PRMBPRIMO BRANDS CORPORATIONCLASS A COM SHS22,902$431.25K0.13%
DISDISNEY WALT CO COMStock4,472$431.01K0.13%
AEOAMERICAN EAGLE OUTFITTERS INCOM25,674$428.76K0.13%
NVRNVR INCCOM65$428.34K0.13%
MRSHMARSH & MCLENNAN COS INC COMStock2,392$414.89K0.12%
DGXQUEST DIAGNOSTICS INCCOM2,106$412.73K0.12%
AIZASSURANT INC COMStock1,894$412.53K0.12%
OSCROSCAR HEALTH INCCL A35,919$411.99K0.12%
CDNSCADENCE DESIGN SYSTEM INC COMStock1,480$411.25K0.12%
CSG SYS INTL INC126349109COM5,128$409.93K0.12%
UNMUNUM GROUP COMStock5,585$407.87K0.12%
WFRDWEATHERFORD INTL PLCORD SHS4,216$398.75K0.12%
MDGLMADRIGAL PHARMACEUTICALS INCCOM758$396.79K0.12%
LHLABCORP HOLDINGS INC COM SHSStock1,479$394.61K0.12%
LOPEGRAND CANYON ED INCCOM2,313$393.28K0.12%
MASIMO CORP574795100COM2,199$391.14K0.12%
SEBSEABOARD CORP DELCOM69$390.13K0.11%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS20,799$388.94K0.11%
TXRHTEXAS ROADHOUSE INCCOM2,355$388.91K0.11%
SAICSCIENCE APPLICATIONS INTL COCOM4,081$387.37K0.11%
MTHMERITAGE HOMES CORPCOM6,254$386.75K0.11%

13F filings by quarter

AlphaGrep UK Ltd 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026697$327.92Mvs. Q1 2026SEC
Q1 2026Aug 13, 2026743$339.73Mvs. Q4 2025SEC
Q4 2025Aug 13, 2026657$299.41M–SEC