Pelham Capital Ltd. reported 12 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Pelham Capital Ltd. reported 12 holdings worth US$176M as of Jun 30, 2026. Largest: Hilton Worldwide Holdings Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Amazon.com, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Hilton Worldwide Holdings Inc. | 80,000 | US$26.4M | 15.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 54,000 | US$25.8M | 14.7% |
| Amazon.com, Inc. | 71,730 | US$17.1M | 9.7% |
| Nvidia Corporation | 85,359 | US$17.1M | 9.7% |
| O'reilly Automotive, Inc. | 163K | US$15M | 8.6% |
| Api Group Corporation | 297K | US$12.6M | 7.2% |
| Amphenol Corporation | 63,665 | US$11.2M | 6.4% |
| Ge Aerospace | 29,315 | US$11M | 6.2% |
| Medline Inc. | 150K | US$5.9M | 3.4% |
| Martin Marietta Materials, Inc. | 9,857 | US$5.68M | 3.2% |