Pelham Capital Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Pelham Capital Ltd. disclosed 12 US equity positions worth $175.6m in its Q2 2026 13F filing. The largest position was HLT at 15.1% of the reported book, followed by TSM and LIN. Against the Q1 2026 filing, it opened 3 new positions, added to 3 and reduced 3 among the top 12 holdings.
What did Pelham Capital Ltd. own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 15.1% | $26.4m | 80,000 | 0% | held |
| 2 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 14.7% | $25.8m | 54,000 | 0% | held |
| 3 | LIN LINDE PLC | Basic Materials | 10.2% | $17.8m | 34,357 | 9% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 9.7% | $17.1m | 71,730 | 12% | added |
| 5 | NVDA NVIDIA CORPORATION | Technology | 9.7% | $17.1m | 85,359 | – | new |
| 6 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 8.6% | $15.0m | 163,377 | 26% | added |
| 7 | APG API GROUP CORP | Industrials | 7.2% | $12.6m | 297,222 | -17% | reduced |
| 8 | APH AMPHENOL CORP | Technology | 6.4% | $11.2m | 63,665 | 0% | held |
| 9 | GE GE AEROSPACE | Industrials | 6.2% | $11.0m | 29,315 | -22% | reduced |
| 10 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 5.7% | $10.0m | 10,324 | – | new |
| 11 | MDLN MEDLINE INC | Healthcare | 3.4% | $5.9m | 149,598 | – | new |
| 12 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 3.2% | $5.7m | 9,857 | -47% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.