Arkolith/Funds/XTX Topco Ltd

XTX Topco Ltd

CIK 1828301
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·One quarter behind·13F-HR
Inactive

XTX Topco Ltd holds a diversified book of 3773 reported positions worth $5.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter Equipmentshare.com Inc-A first appears in 13F filings (one of 19 new listings in the book), a listing rather than a purchase; they opened Duke Energy Corp and trimmed Nvidia Corp. Their largest long position is Ishares Msci South Korea ETF at 1% of the reported non-option book.

Opened
1334
bought for the first time
+1331 more · largest first
19 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
764
exited the position entirely
+761 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
2%
Top 10 holdings
4%
Top 20 holdings
7%

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

Where the money is, by sector

92% mapped to company sectors

Industrials
17%
Financials
15%
Information Technology
14%
Health Care
11%
Consumer Discretionary
9%
Materials
8%
ETFs / funds
7%
Utilities
4%

+5 sectors below the cut, 15% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as XTX Topco Ltd

Manager / fundShared namesTheir $ in those
Trust Asset Management LLC30 / 80$1.0B
Shulman DeMeo Asset Management LLC20 / 80$322.4M
Hoey Investments, Inc40 / 80$459.9M
Ghe, LLC8 / 80$153.9M
CV Advisors LLC17 / 80$289.7M
V. M. Manning & Co., Inc.9 / 80$58.6M
Avantyr Capital Partners, LP9 / 80$1.3B
Kieckhefer Group LLC8 / 80$119.1M

Ranked by the share of each fund's own book sitting in the names it shares with XTX Topco 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 position's share of the portfolio. Click a row for its position history.

3,773 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Inc
MSCI STH KOR ETF
$35.4M287.9K
0.6%
32×
Added · +279K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$28.3M43.6K
0.5%
+21%
Added · +8K sh
3State STR SPDR Dow Jones Ind
UT SER 1
$24.6M53.2K
0.4%
+244%
Added · +38K sh
4Cme Group Inc
COM
$23.0M77.9K
0.4%
+5.3%
Added · +4K sh
5Nvidia Corporation
COM
$22.1M126.7K
0.4%
−5.8%
Reduced · −8K sh
6Citigroup Inc
COM NEW
$19.8M174.5K
0.3%
+243%
Added · +124K sh
7Duke Energy Corp New
COM NEW
$19.7M150.2K
0.3%
New
New position
8Goldman Sachs Group Inc
COM
$18.9M22.3K
0.3%
19×
Added · +21K sh
9Ge Aerospace
COM NEW
$18.9M66.4K
0.3%
64×
Added · +65K sh
10Boston Scientific Corp
COM
$18.2M289.7K
0.3%
+415%
Added · +233K sh
11Parker-Hannifin Corp
COM
$18.1M20.2K
0.3%
+708%
Added · +18K sh
12Amazon Com Inc
COM
$17.1M82.2K
0.3%
+126%
Added · +46K sh
13American Elec PWR Co Inc
COM
$16.6M126.7K
0.3%
28×
Added · +122K sh
14Visa Inc
COM CL A
$16.4M54.2K
0.3%
+211%
Added · +37K sh
15Dow Hldgs Inc
COM
$16.0M384.3K
0.3%
+9.6%
Added · +34K sh
16Honeywell Intl Inc
COM
$16.0M70.7K
0.3%
+465%
Added · +58K sh
17Capital One Finl Corp
COM
$15.8M86.4K
0.3%
New
New position
18Otis Worldwide Corp
COM
$15.5M201.1K
0.3%
84×
Added · +199K sh
19Vistra Corp
COM
$15.5M103.0K
0.3%
+85%
Added · +47K sh
20Unilever PLC
SPON ADR NEW
$15.2M266.7K
0.3%
16×
Added · +250K sh
21Pinterest Inc
CL A
$15.0M818.3K
0.3%
+691%
Added · +715K sh
22PayPal Hldgs Inc
COM
$14.9M329.3K
0.3%
+82%
Added · +148K sh
23Cloudflare Inc
CL A COM
$14.9M72.1K
0.3%
11×
Added · +65K sh
24Abbott Laboratories
COM
$14.3M139.7K
0.2%
+179%
Added · +90K sh
25American Intl Group Inc
COM NEW
$14.3M190.3K
0.2%
New
New position
26Booking Holdings Inc
COM
$14.3M3.4K
0.2%
+191%
Added · +2K sh
27Home Depot Inc
COM
$14.2M43.0K
0.2%
+219%
Added · +30K sh
28HDFC Bank Ltd
SPONSORED ADS
$14.1M566.6K
0.2%
19×
Added · +537K sh
29Toast Inc
CL A
$13.2M499.1K
0.2%
+465%
Added · +411K sh
30Arm Holdings PLC
SPONSORED ADS
$13.2M87.3K
0.2%
New
New position
31Dell Technologies Inc
CL C
$12.6M76.9K
0.2%
+87%
Added · +36K sh
32Colgate Palmolive Co
COM
$12.6M147.9K
0.2%
New
New position
33Liberty Media Corp Del
COM LBTY ONE S C
$12.2M143.9K
0.2%
+206%
Added · +97K sh
34Union Pac Corp
COM
$12.2M50.2K
0.2%
New
New position
35First CTZNS Bancshares Inc D
CL A
$12.2M6.5K
0.2%
−3.6%
Reduced · −240 sh
36Cintas Corp
COM
$12.1M71.6K
0.2%
+739%
Added · +63K sh
37Western Digital Corp
COM
$12.1M44.7K
0.2%
+249%
Added · +32K sh
38National Grid PLC
SPONSORED ADR NE
$12.1M142.6K
0.2%
+825%
Added · +127K sh
39NVR Inc
COM
$11.8M1.8K
0.2%
+36%
Added · +468 sh
40Johnson Controls Internation
SHS
$11.6M88.8K
0.2%
+406%
Added · +71K sh
41ASML Hldg NV
N Y REGISTRY SHS
$11.5M8.7K
0.2%
+306%
Added · +7K sh
42Ishares TR
S&P 100 ETF
$11.5M36.0K
0.2%
New
New position
43Travelers Companies Inc
COM
$11.3M38.9K
0.2%
+20%
Added · +6K sh
44Vaneck ETF Trust
SEMICONDUCTR ETF
$11.3M29.5K
0.2%
+680%
Added · +26K sh
45Starbucks Corp
COM
$11.3M125.6K
0.2%
+624%
Added · +108K sh
46TPG Inc
COM CL A
$11.3M277.7K
0.2%
72×
Added · +274K sh
47ConocoPhillips
COM
$11.2M84.7K
0.2%
−4.3%
Reduced · −4K sh
48Sysco Corp
COM
$11.0M154.7K
0.2%
New
New position
49Deckers Outdoor Corp
COM
$10.9M109.4K
0.2%
+207%
Added · +74K sh
50Texas Instrs Inc
COM
$10.6M54.5K
0.2%
22×
Added · +52K sh
Showing 50 of 3,773 positions
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Filing history

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

$5.8B · Q1 2026Q1 2021 · $205.8MQ1 2026 · $5.8B

Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202645d3,773$5.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d3,255$3.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d2,490$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d2,275$2.4B13F-HR
Q1 2025Mar 31, 2025May 8, 202538d2,331$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d2,216$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d2,019$1.4B13F-HR
Q2 2024Jun 30, 2024Aug 12, 202443d1,785$1.2B13F-HR
Q1 2024Mar 31, 2024May 13, 202443d1,775$741.8M13F-HR
Q4 2023Dec 31, 2023Feb 13, 202444d1,511$456.7M13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d1,504$585.7M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d1,355$558.0M13F-HR
Q1 2023Mar 31, 2023May 12, 202342d1,218$477.1M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d1,071$471.2M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d1,063$403.9M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d810$244.7M13F-HR
Q1 2022Mar 31, 2022May 13, 202243d633$228.0M13F-HR
Q4 2021Dec 31, 2021Feb 11, 202242d641$176.8M13F-HR
Q3 2021Sep 30, 2021Nov 12, 202143d649$297.7M13F-HR
Q2 2021Jun 30, 2021Aug 12, 202143d769$296.8M13F-HR
Q1 2021Mar 31, 2021May 14, 202144d659$205.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.