SALT Holding Corp. holds a concentrated book of 23 stocks worth $162.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC. Their largest long position is Vodafone Group PLC-SP ADR at 35% of the equity book. They also disclosed $2.7M in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1996109/holdings"
Use Arkolith to show SALT Holding Corp.'s latest holdings, largest changes, and filing provenance.
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
No trims or exits this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vodafone Group PLC SPONSORED ADR | $57.4M | 3.82M | 35.3% | —Held | |
| 2 | Ferrari N V COM | $22.6M | 66.8K | 13.9% | —Held | |
| 3 | AstraZeneca PLC ORD | $18.4M | 93.3K | 11.3% | ▲New New position | |
| 4 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $10.7M | 154.2K | 6.6% | ▲+35% Added · +40K sh | |
| 5 | Novartis AG SPONSORED ADR | $10.2M | 66.8K | 6.3% | ▲New New position | |
| 6 | Novo-Nordisk A S ADR | $9.4M | 256.1K | 5.8% | ▲New New position | |
| 7 | Nokia Corp SPONSORED ADR | $8.6M | 1.08M | 5.3% | —Held | |
| 8 | British Amern Tob PLC SPONSORED ADR | $5.6M | 95.6K | 3.4% | —Held | |
| 9 | Stmicroelectronics N V NY REGISTRY | $4.3M | 125.9K | 2.7% | ▲+66% Added · +50K sh | |
| 10 | Diageo PLC SPON ADR NEW | $2.4M | 31.9K | 1.5% | —Held | |
| 11 | Telefonaktiebolaget LM Erics ADR B SEK 10 | $2.3M | 200.0K | 1.4% | —Held | |
| 12 | Frontline PLC COM | $2.2M | 62.7K | 1.3% | ▲+313% Added · +48K sh | |
| 13 | Sap SE SPON ADR | $1.1M | 6.6K | 0.7% | ▲+6.4% Added · +400 sh | |
| 14 | Stellantis N.V SHS | $1.1M | 150.5K | 0.7% | —Held | |
| 15 | Arcelormittal Sa Luxembourg NY REGISTRY SH | $1.0M | 19.7K | 0.6% | —Held | |
| 16 | ASML Hldg NV N Y REGISTRY SHS | $962K | 728 | 0.6% | ▲New New position | |
| 17 | Equinor ASA SPONSORED ADR | $928K | 22.0K | 0.6% | —Held | |
| 18 | Shell PLC SPON ADS | $924K | 9.9K | 0.6% | —Held | |
| 19 | Logitech Intl S A SHS | $890K | 9.8K | 0.5% | —Held | |
| 20 | Miami Intl Hldgs Inc COM | $591K | 15.2K | 0.4% | —Held | |
| 21 | Woodside Energy Group Ltd SPONSORED ADR | $571K | 23.9K | 0.4% | —Held | |
| 22 | Argenx SE SPONSORED ADR | $365K | 500 | 0.2% | —Held | |
| 23 | BP PLC SPONSORED ADR | $226K | 4.8K | 0.1% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | STMICROELECTRONICS NV-NY SHSSTM | $2.7M | 78K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.