ARP Global Capital Ltd reported 25 holdings worth US$232M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
ARP Global Capital Ltd reported 25 holdings worth US$232M as of Jun 30, 2026. Largest: Eli Lilly And Company, Taiwan Semiconductor Manufacturing Co., Ltd. and Tesla, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$232M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 28,295 | US$33.9M | 14.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 55,532 | US$26.5M | 11.4% |
| Tesla, Inc. | 46,774 | US$19.7M | 8.5% |
| Nvidia Corporation | 69,000 | US$13.8M | 6.0% |
| Applied Materials, Inc. | 16,517 | US$11.9M | 5.1% |
| Hut 8 Corp. | 89,034 | US$10.3M | 4.4% |
| First Solar, Inc. | 41,555 | US$9.81M | 4.2% |
| Cameco Corporation | 91,981 | US$9.37M | 4.0% |
| Robinhood Markets, Inc. | 92,515 | US$9.28M | 4.0% |
| Bloom Energy Corporation | 30,398 | US$9.2M | 4.0% |
| Coreweave, Inc. | 77,759 | US$7.74M | 3.3% |
| Bitdeer Technologies Group | 399K | US$6.33M | 2.7% |
| Citigroup, Inc. | 41,677 | US$5.83M | 2.5% |
| Solaris Energy Infrastructure, Inc. | 72,056 | US$5.8M | 2.5% |
| Lam Research Corporation | 13,020 | US$5.64M | 2.4% |
| Nu Holdings Ltd. | 384K | US$5.14M | 2.2% |
| Cf Industries Holdings, Inc. | 42,379 | US$4.59M | 2.0% |
| International Business Machines Corporation | 15,698 | US$4.41M | 1.9% |
| Bwx Technologies, Inc. | 20,868 | US$4.06M | 1.8% |
| Wolfspeed, Inc. | 78,923 | US$3.81M | 1.6% |
| Cantor Equity Partners Ii, Inc. | 187K | US$2.5M | 1.1% |
| Energy Fuels Inc. | 0 | US$0 | 0.00% |
| Alti Global, Inc. | 0 | US$0 | 0.00% |
| Nexgen Energy Ltd. | 0 | US$0 | 0.00% |