Shellback Capital, LP holds a diversified book of 79 stocks worth $702.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Zebra Technologies Corp-CL A and trimmed Tapestry Inc. Their largest long position is Tapestry Inc at 5% of the equity book.
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Use Arkolith to show Shellback Capital, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tapestry Inc COM | $38.3M | 271.5K | 5.5% | ▼−43% Reduced · −207K sh | |
| 2 | Ross Stores Inc COM | $37.2M | 171.5K | 5.3% | ▼−36% Reduced · −98K sh | |
| 3 | Zebra Technologies Corporati CL A | $36.5M | 174.4K | 5.2% | ▲New New position | |
| 4 | Ralph Lauren Corp CL A | $31.1M | 90.5K | 4.4% | ▼−42% Reduced · −65K sh | |
| 5 | Viking Holdings Ltd ORD SHS | $27.6M | 375.0K | 3.9% | ▲New New position | |
| 6 | Hilton Worldwide Hldgs Inc COM | $27.4M | 90.0K | 3.9% | ▲+64% Added · +35K sh | |
| 7 | Amer Sports Inc COM SHS | $27.3M | 830.0K | 3.9% | ▼−16% Reduced · −160K sh | |
| 8 | Coherent Corp COM | $20.8M | 87.2K | 3.0% | ▲New New position | |
| 9 | Sharkninja Inc COM SHS | $20.7M | 195.0K | 2.9% | ▼−61% Reduced · −309K sh | |
| 10 | Advanced Micro Devices Inc COM | $20.3M | 100.0K | 2.9% | ▲New New position | |
| 11 | Dutch Bros Inc CL A | $17.6M | 347.0K | 2.5% | ▼−3.3% Reduced · −12K sh | |
| 12 | Citigroup Inc COM NEW | $17.0M | 150.0K | 2.4% | ▲New New position | |
| 13 | Burlington Stores Inc COM | $16.3M | 50.0K | 2.3% | ▼−40% Reduced · −34K sh | |
| 14 | Gates Indl Corp PLC ORD SHS | $15.9M | 702.1K | 2.3% | ▲New New position | |
| 15 | Victorias Secret And Co COMMON STOCK | $15.1M | 325.0K | 2.1% | ▲+77% Added · +142K sh | |
| 16 | Copa Holdings Sa CL A | $13.6M | 120.0K | 1.9% | ▲+140% Added · +70K sh | |
| 17 | Danaher Corp Del COM | $13.4M | 70.6K | 1.9% | ▲New New position | |
| 18 | Capri Holdings Limited SHS | $12.6M | 716.0K | 1.8% | ▼−19% Reduced · −167K sh | |
| 19 | Fedex Corp COM | $12.5M | 35.0K | 1.8% | ▲New New position | |
| 20 | Meta Platforms Inc CL A | $11.4M | 20.0K | 1.6% | ▲New New position | |
| 21 | Live Nation Entertainment In COM | $10.7M | 70.0K | 1.5% | ▼−14% Reduced · −12K sh | |
| 22 | Marriott Intl Inc New CL A | $10.5M | 32.0K | 1.5% | ▲+540% Added · +27K sh | |
| 23 | Micron Technology Inc COM | $10.1M | 30.0K | 1.4% | ▲New New position | |
| 24 | MKS Inc. COM | $9.5M | 41.2K | 1.3% | ▲+13% Added · +5K sh | |
| 25 | Equipmentshare Com Inc COM CL A | $9.1M | 445.7K | 1.3% | ▲New New position | |
| 26 | Dover Corp COM | $8.9M | 42.5K | 1.3% | ▼−57% Reduced · −57K sh | |
| 27 | Maplebear Inc COM | $8.6M | 228.9K | 1.2% | ▲10× Added · +207K sh | |
| 28 | Eaton Corp PLC SHS | $8.5M | 23.7K | 1.2% | ▲New New position | |
| 29 | Dicks Sporting Goods Inc COM | $7.9M | 40.0K | 1.1% | ▼−70% Reduced · −94K sh | |
| 30 | Life Time Group Holdings Inc COMMON STOCK | $7.9M | 294.2K | 1.1% | ▲+7.3% Added · +20K sh | |
| 31 | Boot Barn Hldgs Inc COM | $7.8M | 53.2K | 1.1% | ▼−38% Reduced · −32K sh | |
| 32 | Spotify Technology S A SHS | $7.8M | 16.0K | 1.1% | ▼−77% Reduced · −54K sh | |
| 33 | Churchill Downs Inc COM | $7.2M | 80.0K | 1.0% | ▼−68% Reduced · −170K sh | |
| 34 | Old Dominion Freight Line In COM | $7.1M | 36.4K | 1.0% | ▲New New position | |
| 35 | Group 1 Automotive Inc COM | $6.6M | 20.0K | 0.9% | ▼−33% Reduced · −10K sh | |
| 36 | Wayfair Inc CL A | $6.0M | 80.4K | 0.9% | ▼−37% Reduced · −48K sh | |
| 37 | Citizens Finl Group Inc COM | $6.0M | 100.0K | 0.9% | ▲New New position | |
| 38 | Xpo Inc COM | $5.8M | 30.0K | 0.8% | ▲New New position | |
| 39 | Ryanair Holdings PLC SPONSORED ADR | $5.8M | 100.0K | 0.8% | ▲New New position | |
| 40 | Knight-Swift Transn Hldgs In CL A | $5.8M | 100.0K | 0.8% | ▲New New position | |
| 41 | Alphabet Inc CAP STK CL A | $5.8M | 20.0K | 0.8% | ▼−56% Reduced · −25K sh | |
| 42 | Roku Inc COM CL A | $5.7M | 60.0K | 0.8% | ▼−41% Reduced · −42K sh | |
| 43 | Royal Caribbean Group COM | $5.5M | 20.0K | 0.8% | ▲New New position | |
| 44 | Applied Optoelectronics Inc COM | $5.5M | 65.0K | 0.8% | ▲New New position | |
| 45 | Delta Air Lines Inc COM NEW | $5.3M | 80.0K | 0.8% | ▲New New position | |
| 46 | Doordash Inc CL A | $5.3M | 35.0K | 0.7% | ▼−30% Reduced · −15K sh | |
| 47 | Saia Inc COM | $4.9M | 13.8K | 0.7% | ▲New New position | |
| 48 | Sphere Entertainment Co CL A | $4.7M | 40.0K | 0.7% | ▲New New position | |
| 49 | Marinemax Inc COM | $4.4M | 162.8K | 0.6% | ▼−9.1% Reduced · −16K sh | |
| 50 | Booking Holdings Inc COM | $4.2M | 1.0K | 0.6% | ▼−80% Reduced · −4K sh |
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.