Camrose Capital Investment Partners LLP holds a concentrated book of 10 stocks worth $885.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Texas Instruments Inc. Their largest long position is Texas Instruments Inc at 14% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Camrose Capital Investment Partners LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 10 | $86.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | 10 / 10 | $64.9B |
| STATE STREET CORP | 10 / 10 | $53.1B |
| JPMORGAN CHASE & CO | 10 / 10 | $32.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10 / 10 | $30.2B |
| GEODE CAPITAL MANAGEMENT, LLC | 10 / 10 | $29.5B |
| FMR LLC | 10 / 10 | $20.4B |
| MORGAN STANLEY | 10 / 10 | $18.4B |
Ranked by how many of Camrose Capital Investment Partners LLP's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Texas Instrs Inc COM | $123.7M | 414.9K | 14.0% | ▼−8.0% Reduced · −36K sh | |
| 2 | Core & Main Inc CL-A | $120.8M | 2.50M | 13.7% | ▲+10% Added · +237K sh | |
| 3 | Mastercard Incorporated CL-A | $109.2M | 212.5K | 12.3% | ▲+18% Added · +33K sh | |
| 4 | Hilton Worldwide Hldgs Inc COM | $107.0M | 323.7K | 12.1% | ▲+6.8% Added · +21K sh | |
| 5 | S&P Global Inc COM | $99.4M | 244.1K | 11.2% | ▲+16% Added · +33K sh | |
| 6 | Martin Marietta Matls Inc COM | $84.3M | 146.2K | 9.5% | ▲+6.9% Added · +9K sh | |
| 7 | Expeditors Intl Wash Inc COM | $77.5M | 475.5K | 8.8% | ▲+6.8% Added · +31K sh | |
| 8 | Yum Brands Inc COM | $76.9M | 481.1K | 8.7% | ▲+6.8% Added · +31K sh | |
| 9 | Automatic Data Processing COM | $43.5M | 194.0K | 4.9% | ▲+6.8% Added · +12K sh | |
| 10 | Roper Technologies Inc COM | $42.9M | 126.8K | 4.8% | ▲+6.9% Added · +8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2040608/holdings"
Use Arkolith to show Camrose Capital Investment Partners LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.