Pelham Capital Ltd.
12 holdingsFiling period: 2026-06-30Current AUM: $164.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | 80.0K | $26.4M | $24.6M | 14.99% | -- | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 54.0K | $25.8M | $22.3M | 13.60% | -- | 2026-06-30 |
| 3 | — | LINDE PLC | 34.4K | $17.8M | $17.8M | 10.85% | +2.9K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 71.7K | $17.1M | $17.8M | 10.85% | +7.8K | 2026-06-30 |
| 5 | NVDA | NVIDIA CORPORATION | 85.4K | $17.1M | $18.1M | 11.02% | -- | 2026-06-30 |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | 163.4K | $15.0M | $13.9M | 8.47% | +33.6K | 2026-06-30 |
| 7 | APG | API GROUP CORP | 297.2K | $12.6M | $11.0M | 6.69% | -60,778 | 2026-06-30 |
| 8 | APH | AMPHENOL CORP | 63.7K | $11.2M | $9.9M | 6.02% | -- | 2026-06-30 |
| 9 | GE | GE AEROSPACE | 29.3K | $11.0M | $9.0M | 5.48% | -8,306 | 2026-06-30 |
| 10 | — | SEAGATE TECHNOLOGY HLDNGS PL | 10.3K | $10.0M | $10.0M | 6.06% | -- | 2026-06-30 |
| 11 | MDLN | MEDLINE INC | 149.6K | $5.9M | $4.8M | 2.92% | -- | 2026-06-30 |
| 12 | MLM | MARTIN MARIETTA MATLS INC | 9.9K | $5.7M | $5.0M | 3.04% | -8,623 | 2026-06-30 |
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