Holdings
Pelham Capital Ltd.
As of Jun 30, 2026, Pelham Capital Ltd. reported 10 positions worth US$148M. Largest: Hilton Worldwide Holdings Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hilton Worldwide Holdings Inc. | 80,000 | US$26.4M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 54,000 | US$25.8M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 71,730 | US$17.1M | +7,755 | Jun 30, 2026 |
| Nvidia Corporation | 85,359 | US$17.1M | new | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 163K | US$15M | +33,610 | Jun 30, 2026 |
| Api Group Corporation | 297K | US$12.6M | −60,778 | Jun 30, 2026 |
| Amphenol Corporation | 63,665 | US$11.2M | no change | Jun 30, 2026 |
| Ge Aerospace | 29,315 | US$11M | −8,306 | Jun 30, 2026 |
| Medline Inc. | 150K | US$5.9M | new | Jun 30, 2026 |
| Martin Marietta Materials, Inc. | 9,857 | US$5.68M | −8,623 | Jun 30, 2026 |