Arkolith/Funds/Regal Partners Ltd

Regal Partners Ltd

CIK 1577774
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Regal Partners Ltd holds a focused book of 122 stocks worth $1.8B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Visa Inc-Class A Shares and trimmed Newmont Corp. Their largest long position is Newmont Corp at 10% of the equity book.

Opened
81
bought for the first time
Added to
23
already held, bought more
Trimmed
26
sold some, still holds it
Sold out
36
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
69%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
35%
Materials
29%
Health Care
15%
Consumer Discretionary
9%
Industrials
6%
Information Technology
5%
Energy
1%
ETF / fund or unclassified
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Regal Partners Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$89.2B
GOLDMAN SACHS GROUP INC79 / 80$41.1B
UBS Group AG79 / 80$28.1B
BlackRock, Inc.78 / 80$335.8B
JPMORGAN CHASE & CO78 / 80$92.5B
BANK OF AMERICA CORP /DE/78 / 80$60.9B
ROYAL BANK OF CANADA78 / 80$29.1B
OSAIC HOLDINGS, INC.78 / 80$2.1B

Ranked by the share of each fund's own book sitting in the names it shares with Regal Partners 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Newmont Corp
COM
$180.7M1.93M
10.0%
−0.3%
Reduced · −6K sh
2Apollo Global Management Inc
COM
$166.0M1.40M
9.2%
+11%
Added · +134K sh
3Bank of America Corp
COM
$149.9M2.63M
8.3%
Held
4Royalty Pharma PLC
SHS CLASS A
$137.3M2.45M
7.6%
−6.7%
Reduced · −177K sh
5Charles Schwab Corp
COM
$122.1M1.32M
6.7%
+272%
Added · +968K sh
6Sanofi SA
SPONSORED ADR
$113.2M2.65M
6.3%
+4.3%
Added · +109K sh
7Freeport-McMoRan Inc
CL B
$109.0M1.73M
6.0%
−29%
Reduced · −702K sh
8Teck Resources Ltd
CL B
$101.1M1.70M
5.6%
−32%
Reduced · −812K sh
9Wynn Resorts Ltd
COM
$87.2M897.6K
4.8%
Held
10Walt Disney Co
COM
$76.0M789.5K
4.2%
+243%
Added · +559K sh
11Union Pacific Corp
COM
$74.4M273.4K
4.1%
+0.3%
Added · +751 sh
12Wells Fargo & Co
COM
$68.7M831.4K
3.8%
+25%
Added · +168K sh
13Truist Financial Corp
COM
$59.5M1.19M
3.3%
Held
14SharonAI Holdings Inc
COM CL A
$45.3M535.0K
2.5%
+164%
Added · +333K sh
15Visa Inc
COM CL A
$31.6M92.0K
1.7%
New
New position
16Hudbay Minerals Inc
COM
$21.3M904.1K
1.2%
+24%
Added · +175K sh
17Gold Royalty Corp
COMMON SHARES
$15.8M5.71M
0.9%
Held
18B2Gold Corp
COM
$14.8M3.95M
0.8%
+22%
Added · +725K sh
19HCA Healthcare Inc
COM
$12.5M32.1K
0.7%
New
New position
20Alcoa Corp
COM
$11.1M212.0K
0.6%
−41%
Reduced · −144K sh
21Tradeweb Markets Inc
CL A
$10.9M109.2K
0.6%
+2.7%
Added · +3K sh
22Cameco Corp
COM
$10.1M99.5K
0.6%
−64%
Reduced · −178K sh
23Kinross Gold Corp
COM
$9.7M409.2K
0.5%
−49%
Reduced · −396K sh
24Albemarle Corp
COM
$9.6M70.8K
0.5%
+49%
Added · +23K sh
25MP Materials Corp
COM CL A
$9.4M167.8K
0.5%
+605%
Added · +144K sh
26Sprott Inc
COM NEW
$9.0M79.9K
0.5%
−3.5%
Reduced · −3K sh
27Uber Technologies Inc
COM
$8.5M118.1K
0.5%
+67%
Added · +47K sh
28NetEase Inc
SPONSORED ADS
$6.4M49.8K
0.4%
New
New position
29Core Natural Resources Inc
COM SHS
$5.6M70.2K
0.3%
New
New position
30Amtech Systems Inc
COM PAR $0.01N
$5.5M237.5K
0.3%
New
New position
31Iren Ltd
ORDINARY SHARES
$5.2M114.2K
0.3%
Held
32Vnet Group Inc
SPONSORED ADS A
$4.9M603.3K
0.3%
+64%
Added · +234K sh
33Franco-Nevada Corp
COM
$4.8M23.2K
0.3%
Held
34Dave Inc
CLASS A COM NEW
$4.6M12.4K
0.3%
+315%
Added · +9K sh
35Lithium Argentina AG
COM SHS
$4.1M493.9K
0.2%
New
New position
36Southern Copper Corp
COM
$3.6M20.9K
0.2%
−67%
Reduced · −42K sh
37Agnico Eagle Mines Ltd
COM
$3.5M22.9K
0.2%
−74%
Reduced · −64K sh
38Peabody Energy Corp
COM
$3.5M152.6K
0.2%
−3.0%
Reduced · −5K sh
39Rare Earths Americas Inc
COMMON STOCK
$3.5M230.0K
0.2%
New
New position
40Meta Platforms Inc
CL A
$3.4M6.0K
0.2%
+2.7%
Added · +158 sh
41Viper Energy Inc
CL A
$3.2M75.1K
0.2%
Held
42Sezzle Inc
COM
$3.1M17.8K
0.2%
+348%
Added · +14K sh
43NANO Nuclear Energy Inc
COM
$3.0M142.0K
0.2%
−85%
Reduced · −836K sh
44Equinox Gold Corp
COM
$2.9M298.9K
0.2%
−53%
Reduced · −335K sh
45Denison Mines Corp
COM
$2.9M945.6K
0.2%
−55%
Reduced · −1.1M sh
46Guidewire Software Inc
COM
$2.8M22.9K
0.2%
Held
47Century Aluminum Co
COM
$2.6M57.3K
0.1%
New
New position
48Backblaze Inc
COM CL A
$2.6M163.1K
0.1%
New
New position
49Nucor Corp
COM
$2.3M10.5K
0.1%
−91%
Reduced · −111K sh
50Warrior Met Coal Inc
COM
$2.3M28.7K
0.1%
+223%
Added · +20K sh
Showing 50 of 122 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026174$1.8B13F-HR
Q1 2026Mar 31, 2026May 15, 2026159$1.8B13F-HR
Q4 2025Dec 31, 2025Feb 18, 2026154$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025124$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025106$1.2B13F-HR
Q1 2025Mar 31, 2025May 13, 202581$976.4M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202597$987.7M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202487$1.1B13F-HR
Q2 2024Jun 30, 2024Aug 2, 202479$965.5M13F-HR
Q1 2024Mar 31, 2024May 15, 202453$994.9M13F-HR/A
Q4 2023Dec 31, 2023May 15, 202445$940.2M13F-HR/A
Q3 2023Sep 30, 2023Nov 14, 202341$448.0M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202333$462.2M13F-HR
Q1 2023Mar 31, 2023May 15, 202335$512.9M13F-HR
Q4 2022Dec 31, 2022Aug 16, 202337$427.9M13F-HR/A
Q3 2022Sep 30, 2022Aug 16, 202334$476.6M13F-HR/A
Q2 2022Jun 30, 2022Sep 9, 202232$588.3M13F-HR/A
Q1 2022Mar 31, 2022May 16, 202217$772.4M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202214$833.7M13F-HR
Amended / restated
  • Q1 2024 · filed May 13, 202413F-HR · superseded
  • Q4 2023 · filed Feb 9, 202413F-HR · superseded
  • Q4 2022 · filed Feb 15, 202313F-HR · superseded
  • Q3 2022 · filed Nov 14, 202213F-HR · superseded
  • Q2 2022 · filed Aug 15, 202213F-HR · superseded

Data source

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.