Arkolith/Funds/Saudi Electronic Games Holding Co

Saudi Electronic Games Holding Co

CIK 2100727Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Saudi Electronic Games Holding Co holds a concentrated book of 1 stock worth $2.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Take-Two Interactive Softwre at 100% of the equity book. Cloning the disclosed picks since 2026 would be +24% (+67.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.6%
+67.3%/yr · since Feb '26
Their reported book
-8.5%
held from quarter-end
S&P 500
+10.2%
same window
$9K$10K$11K$12K$13KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Saudi Electronic Games Holding Co (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 32.1 points over this window.

Growth of $10,000 cloning Saudi Electronic Games Holding Co's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

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

Information Technology
100%

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.

Holdings: largest first

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

1 positions
#SecurityValueShares% PortLast moveHistory
1Take-Two Interactive Software
COM
$2.3B11.41M
100.0%
Held
Showing all 1 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261$2.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261$2.9B13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.