Pelham Capital Ltd. holds a focused book of 12 stocks worth $175.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Nvidia Corp and trimmed Api Group Corp. Their largest long position is Hilton Worldwide Holdings In at 15% of the equity book.
Top-heavy: focused 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pelham Capital Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 12 | $4.4B |
| Skye Global Management LP | 4 / 12 | $3.0B |
| Ketron Financial | 4 / 12 | $181.3M |
| Hoey Investments, Inc | 6 / 12 | $428.0M |
| Voyager Global Management LP | 3 / 12 | $2.0B |
| Noked Israel Ltd | 2 / 12 | $514.2M |
| Lynwood Price Capital Management LP | 4 / 12 | $94.0M |
| Milestones Administradora de Recursos Ltda. | 5 / 12 | $232.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Pelham Capital Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hilton Worldwide Hldgs Inc COM | $26.4M | 80.0K | 15.1% | —Held | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $25.8M | 54.0K | 14.7% | —Held | |
| 3 | Linde PLC SHS | $17.8M | 34.4K | 10.2% | ▲+9.1% Added · +3K sh | |
| 4 | Amazon Com Inc COM | $17.1M | 71.7K | 9.7% | ▲+12% Added · +8K sh | |
| 5 | Nvidia Corporation COM | $17.1M | 85.4K | 9.7% | ▲New New position | |
| 6 | Oreilly Automotive Inc COM | $15.0M | 163.4K | 8.6% | ▲+26% Added · +34K sh | |
| 7 | Api Group Corp COM STK | $12.6M | 297.2K | 7.2% | ▼−17% Reduced · −61K sh | |
| 8 | Amphenol Corp CL A | $11.2M | 63.7K | 6.4% | —Held | |
| 9 | Ge Aerospace COM NEW | $11.0M | 29.3K | 6.2% | ▼−22% Reduced · −8K sh | |
| 10 | Seagate Technology HLDNGS PL ORD SHS | $10.0M | 10.3K | 5.7% | ▲New New position | |
| 11 | Medline Inc COM CL A | $5.9M | 149.6K | 3.4% | ▲New New position | |
| 12 | Martin Marietta Matls Inc COM | $5.7M | 9.9K | 3.2% | ▼−47% Reduced · −9K sh |
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/1654111/holdings"
Use Arkolith to show Pelham Capital Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 12 | $175.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 9 | $127.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 11 | $187.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 13 | $202.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 15 | $215.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 15 | $190.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 13 | $171.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 10 | $167.5M | 13F-HR |
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.