Pelham Capital Ltd.

CIK 0001654111 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Pelham Capital Ltd. reported 12 positions worth $175.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: HLT (15.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$175.6M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.4%
Est. Net Flow (Q)
2026 Q2
10 / 12 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HLTHILTON WORLDWIDE HLDGS INCSH$26.4M15.06%80,000
2TSMTAIWAN SEMICONDUCTOR MANUFACSH$25.8M14.69%54,000
3LINLINDE PLCSH$17.8M10.15%34,357
4AMZNAMAZON COM INCSH$17.1M9.74%71,730
5NVDANVIDIA CORPORATIONSH$17.1M9.73%85,359
6ORLYOREILLY AUTOMOTIVE INCSH$15.0M8.57%163,377
7APGAPI GROUP CORPSH$12.6M7.17%297,222
8APHAMPHENOL CORPSH$11.2M6.39%63,665
9GEGE AEROSPACESH$11.0M6.24%29,315
10STXSEAGATE TECHNOLOGY HLDNGS PLSH$10.0M5.67%10,324

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pelham Capital Ltd. hold as of Q2 2026?

Pelham Capital Ltd. reported 12 positions worth $175.6M in its Q2 2026 13F filing. Largest positions: HLT (15.1%), TSM (14.7%), LIN (10.2%), AMZN (9.7%) and NVDA (9.7%).

What did Pelham Capital Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pelham Capital Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.