Shah Capital Management reported 11 holdings worth US$605M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Shah Capital Management reported 11 holdings worth US$605M as of Sep 30, 2026. Largest: Novavax, Inc., China Yuchai International Limited and Antero Midstream Corporation. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$605M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Novavax, Inc. | 12.2M | US$132M | 21.7% |
| China Yuchai International Limited | 1.32M | US$41M | 6.8% |
| Antero Midstream Corporation | 522K | US$10.5M | 1.7% |
| Canadian Solar Inc. | 910K | US$10.5M | 1.7% |
| Elicio Therapeutics, Inc. | 1.25M | US$2.27M | 0.38% |