Tejara Capital LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tejara Capital LTD disclosed 66 US equity positions worth $243.3m in its Q2 2026 13F filing. The largest position was DEC at 10.4% of the reported book, followed by FIS and ESTA. Against the Q1 2026 filing, it opened 15 new positions, added to 22 and reduced 12 among the top 50 holdings.
What did Tejara Capital LTD own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DEC DIVERSIFIED ENERGY CO | 10.4% | $25.3m | 1,828,668 | 10% | added | |
| 2 | FIS FIDELITY NATL INFORMATION SV | Technology | 4.7% | $11.4m | 292,811 | 48% | added |
| 3 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 4.6% | $11.2m | 130,979 | -58% | reduced |
| 4 | AR ANTERO RESOURCES CORP | Energy | 4.1% | $10.0m | 284,400 | 57% | added |
| 5 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 4.1% | $10.0m | 1,595,345 | -54% | reduced |
| 6 | GPN GLOBAL PMTS INC | Industrials | 3.9% | $9.6m | 132,155 | -17% | reduced |
| 7 | DNOW DNOW INC | Industrials | 3.9% | $9.4m | 723,399 | -46% | reduced |
| 8 | CNR CORE NATURAL RESOURCES INC | Energy | 3.5% | $8.6m | 107,109 | 23% | added |
| 9 | CERT CERTARA INC | Healthcare | 3.5% | $8.5m | 1,292,721 | 63% | added |
| 10 | BILL BILL HOLDINGS INC | Technology | 3.3% | $7.9m | 219,400 | 87% | added |
| 11 | EXE EXPAND ENERGY CORPORATION | Energy | 3.1% | $7.5m | 81,700 | 34% | added |
| 12 | NOBLE CORP PLC | 2.8% | $6.8m | 182,904 | 19% | added | |
| 13 | BL BLACKLINE INC | Technology | 2.8% | $6.7m | 239,237 | 47% | added |
| 14 | EPAM EPAM SYS INC | Technology | 2.6% | $6.4m | 80,480 | 146% | added |
| 15 | CRDL CARDIOL THERAPEUTICS INC | 2.2% | $5.4m | 5,113,822 | -0% | held | |
| 16 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 2.0% | $4.9m | 607,039 | 189% | added |
| 17 | TEAM ATLASSIAN CORPORATION | Technology | 1.9% | $4.6m | 59,500 | -11% | reduced |
| 18 | SDGR SCHRODINGER INC | Healthcare | 1.9% | $4.6m | 280,202 | -28% | reduced |
| 19 | CMCSA COMCAST CORP NEW | Communication Services | 1.8% | $4.4m | 180,000 | 420% | added |
| 20 | BORR BORR DRILLING LTD | Energy | 1.8% | $4.4m | 1,059,318 | 30% | added |
| 21 | NOW SERVICENOW INC | Technology | 1.7% | $4.0m | 40,760 | 11% | added |
| 22 | AESI ATLAS ENERGY SOLUTIONS INC | 1.6% | $3.8m | 231,200 | – | new | |
| 23 | ADBE ADOBE INC | Technology | 1.4% | $3.5m | 16,880 | 27% | added |
| 24 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.2% | $3.0m | 113,084 | -32% | reduced |
| 25 | CE CELANESE CORP DEL | Basic Materials | 1.2% | $2.9m | 63,400 | – | new |
| 26 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.2% | $2.9m | 5,000 | – | new |
| 27 | SEADRILL LTD | 1.2% | $2.9m | 76,600 | 36% | added | |
| 28 | HRTX HERON THERAPEUTICS INC | Healthcare | 1.1% | $2.8m | 6,510,795 | 3% | added |
| 29 | HUBS HUBSPOT INC | Technology | 1.1% | $2.7m | 14,960 | 77% | added |
| 30 | FISV FISERV INC | 1.1% | $2.7m | 54,100 | – | new | |
| 31 | INTU INTUIT | Technology | 1.1% | $2.6m | 9,920 | 110% | added |
| 32 | EVH EVOLENT HEALTH INC | Healthcare | 1.0% | $2.4m | 441,456 | -77% | reduced |
| 33 | VALARIS LTD | 1.0% | $2.3m | 32,200 | – | new | |
| 34 | QDEL QUIDELORTHO CORP | Healthcare | 0.9% | $2.3m | 129,890 | -40% | reduced |
| 35 | LYONDELLBASELL INDUSTRIES NV | 0.9% | $2.2m | 42,620 | – | new | |
| 36 | FOUR SHIFT4 PMTS INC | Technology | 0.9% | $2.2m | 45,600 | 97% | added |
| 37 | SNDK SANDISK CORP | Technology | 0.9% | $2.2m | 950 | – | new |
| 38 | WK WORKIVA INC | Technology | 0.8% | $2.0m | 41,650 | 12% | added |
| 39 | WDAY WORKDAY INC | Technology | 0.8% | $1.9m | 15,900 | -14% | reduced |
| 40 | PTEN PATTERSON-UTI ENERGY INC | Energy | 0.7% | $1.7m | 182,832 | – | new |
| 41 | SPT SPROUT SOCIAL INC | Technology | 0.6% | $1.5m | 203,200 | 6% | added |
| 42 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.6% | $1.5m | 5,000 | – | new |
| 43 | CRM SALESFORCE INC | Technology | 0.6% | $1.5m | 9,400 | – | new |
| 44 | DVN DEVON ENERGY CORP NEW | Energy | 0.6% | $1.4m | 34,900 | – | new |
| 45 | MOS MOSAIC CO | Basic Materials | 0.5% | $1.3m | 61,400 | – | new |
| 46 | MU MICRON TECHNOLOGY INC | Technology | 0.5% | $1.2m | 1,000 | – | new |
| 47 | GTLB GITLAB INC | Technology | 0.5% | $1.1m | 36,500 | -60% | reduced |
| 48 | NTR NUTRIEN LTD | Basic Materials | 0.4% | $1.0m | 16,500 | – | new |
| 49 | ESTC ELASTIC N V | Technology | 0.4% | $1.0m | 18,000 | -82% | reduced |
| 50 | TDW TIDEWATER INC NEW | Energy | 0.4% | $999.5k | 15,000 | – | new |
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.