Brooklands Fund Management Ltd Top Holdings and 13F Report (2026) About Brooklands Fund Management LtdInvestment ActivityBrooklands Fund Management Ltd has $782.45 million in total holdings as of September 30, 2026.Brooklands Fund Management Ltd owns shares of 65 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 92.11% of the portfolio was purchased this quarter.About 8.42% of the portfolio was sold this quarter.This quarter, Brooklands Fund Management Ltd has purchased 44 new stocks and bought additional shares in 8 stocks.Brooklands Fund Management Ltd sold shares of 12 stocks and completely divested from 21 stocks this quarter.Largest Holdings Marvell Technology $103,293,956Amazon.com $81,042,266LAM RESEARCH CORP $46,911,228SK HYNIX INC $46,145,412Broadcom $40,211,255 Largest New Holdings this Quarter 573874104 - Marvell Technology $103,293,956 Holding512807306 - LAM RESEARCH CORP $46,911,228 Holding78392B206 - SK HYNIX INC $46,145,412 Holding11135F101 - Broadcom $40,211,255 Holding45104G104 - ICICI Bank $35,600,110 Holding Largest Purchases this Quarter Marvell Technology 390,954 shares (about $103.29M)Amazon.com 311,995 shares (about $77.73M)LAM RESEARCH CORP 142,800 shares (about $46.91M)SK HYNIX INC 250,586 shares (about $46.15M)Broadcom 114,500 shares (about $40.21M) Largest Sales this Quarter Molina Healthcare 28,184 shares (about $5.33M)SUPER MICRO COMPUTER INC 69,149 shares (about $3.80M)Elevance Health 8,342 shares (about $3.24M)Amazon.com 12,880 shares (about $3.21M)UnitedHealth Group 7,394 shares (about $2.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrooklands Fund Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMRVLMarvell Technology$103,293,956$103,293,956 ▲New Holding390,95413.2%TechnologyAMZNAmazon.com$81,042,266$77,733,554 ▲2,349.4%325,27510.4%Consumer DiscretionaryLAM RESEARCH CORP$46,911,228$46,911,228 ▲New Holding142,8006.0%COM NEWSK HYNIX INC$46,145,412$46,145,412 ▲New Holding250,5865.9%AMERICAN DEPOSITAVGOBroadcom$40,211,255$40,211,255 ▲New Holding114,5005.1%TechnologyIBNICICI Bank$35,600,110$35,600,110 ▲New Holding1,292,2004.5%FinanceMELIMercadoLibre$31,632,099$31,632,099 ▲New Holding18,3004.0%Consumer DiscretionaryRKTRocket Companies$29,957,077$29,083,928 ▲3,330.9%2,602,7003.8%FinanceRBLXRoblox$29,027,687$29,027,687 ▲New Holding685,1003.7%Communication ServicesTASKTaskUs$27,500,135$27,500,135 ▲New Holding3,512,1503.5%IndustrialsVSHVishay Intertechnology$25,864,230$25,864,230 ▲New Holding794,6003.3%TechnologyWOLFSPEED INC$25,376,073$25,376,073 ▲New Holding902,1003.2%COMMON STOCKFUTUFutu$25,282,785$25,282,785 ▲New Holding228,7003.2%FinanceFIGURE TECHNOLOGY SOLUTIONS INC$24,600,395$24,600,395 ▲New Holding852,7003.1%COM CL AAEVA TECHNOLOGIES INC$23,158,110$23,158,110 ▲New Holding1,649,4383.0%COM NEWLUMEXA IMAGING HOLDINGS INC$21,576,855$21,576,855 ▲New Holding2,105,0592.8%COMBRKRBruker$20,059,550$20,059,550 ▲New Holding309,8002.6%HealthcareMSFTMicrosoft$17,951,500$17,951,500 ▲New Holding35,0002.3%TechnologyEXPAND ENERGY CORP$11,284,030$168,180 ▲1.5%134,1901.4%COMHEI.AHeico$11,089,075$11,089,075 ▲New Holding48,5661.4%IndustrialsPBFPBF Energy$7,865,619$1,767,848 ▼-18.4%102,2041.0%EnergyHURCHurco Companies$7,654,9500.0%354,0681.0%IndustrialsRYAAYRyanair$7,588,189$7,588,189 ▲New Holding137,9421.0%IndustrialsFSLRFirst Solar$7,396,656$3,485,684 ▲89.1%42,2280.9%TechnologyMCOMoody's$6,757,454$6,757,454 ▲New Holding14,8800.9%FinanceFORGENT POWER SOLUTIONS INC$6,065,055$1,991,134 ▲48.9%161,9940.8%COM SHS CL AALPHABET INC$5,578,989$3,984,724 ▲249.9%112,9190.7%DEP SHS RP1/20 AVVisa$5,291,133$5,291,133 ▲New Holding14,7250.7%FinanceELVElevance Health$4,961,342$3,243,536 ▼-39.5%12,7600.6%HealthcareCNICanadian National Railway$4,065,190$4,065,190 ▲New Holding34,1900.5%IndustrialsUNHUnitedHealth Group$3,971,804$2,714,188 ▼-40.6%10,8200.5%HealthcareDARDarling Ingredients$3,782,840$2,076,282 ▼-35.4%62,3100.5%Consumer StaplesOVVOvintiv$3,237,919$3,237,919 ▲New Holding56,0000.4%EnergySOLARIS ENERGY INFRASTRUCTURE INC$2,881,153$2,881,153 ▲New Holding40,4770.4%COM CL AAMARIN CORP PLC$2,838,853$533,625 ▲23.1%218,3730.4%SPONSORED ADRSGMLSigma Lithium$2,820,000$2,820,000 ▲New Holding300,0000.4%MaterialsBPBP$2,752,716$2,752,716 ▲New Holding62,5760.4%EnergyCNQCanadian Natural Resources$2,599,157$2,599,157 ▲New Holding54,6940.3%EnergyKDKyndryl$2,324,064$2,324,064 ▲New Holding206,4000.3%TechnologyAGNCAGNC Investment$2,250,267$2,250,267 ▲New Holding248,1000.3%FinanceMXCTMaxCyte$1,752,318$1,437,534 ▼-45.1%1,564,5700.2%HealthcareSLBSLB$1,559,034$779,517 ▼-33.3%32,0000.2%EnergyVNQVanguard Real Estate ETF$1,191,989$1,191,989 ▲New Holding13,2990.2%ETFZTSZoetis$1,158,1290.0%18,8380.1%HealthcareNXTNextpower$1,042,314$467,580 ▲81.4%13,3750.1%IndustrialsSPYSPDR S&P 500 ETF Trust$762,630$762,630 ▲New Holding1,0000.1%ETFQQQInvesco QQQ$739,770$739,770 ▲New Holding1,0000.1%ETFTLFTandy Leather Factory$538,1010.0%215,7170.1%Consumer DiscretionaryDEDeere & Company$402,930$402,930 ▲New Holding6000.1%IndustrialsCICigna Group$380,562$380,562 ▲New Holding1,4000.0%HealthcareHIVEHIVE Digital Technologies$344,769$344,769 ▲New Holding116,8710.0%TechnologyCMCSAComcast$304,640$304,640 ▲New Holding14,0000.0%Communication ServicesBRK.BBerkshire Hathaway$298,770$298,770 ▲New Holding6000.0%FinanceLGOLargo$278,272$74,223 ▼-21.1%572,3410.0%MaterialsCHTRCharter Communications$266,160$1,818,760 ▼-87.2%2,4000.0%Communication ServicesECVTEcovyst$245,750$245,750 ▲New Holding25,0000.0%MaterialsDKSDICK'S Sporting Goods$188,006$188,006 ▲New Holding1,4000.0%Consumer DiscretionaryLYFTLyft$187,625$187,625 ▲New Holding12,5000.0%IndustrialsMTUMiShares MSCI USA Momentum Factor ETF$158,670$158,670 ▲New Holding5000.0%ETFMOHMolina Healthcare$113,460$5,329,594 ▼-97.9%6000.0%HealthcareSPMOInvesco S&P 500 Momentum ETF$106,106$106,106 ▲New Holding7000.0%ETFAMZNAmazon.com$99,660$3,209,052 ▼-97.0%4000.0%Consumer DiscretionaryHOODRobinhood Markets$72,563$72,563 ▲New Holding6450.0%FinanceWWRWestwater Resources$12,948$5,408 ▼-29.5%24,9000.0%IndustrialsSUPER MICRO COMPUTER INC$55$3,803,195 ▼-100.0%10.0%7 DEP CM SR A WIVZVerizon Communications$0$17,763,693 ▼-100.0%00.0%Communication ServicesDLRDigital Realty Trust$0$7,659,746 ▼-100.0%00.0%Real EstateBloom Energy Corp$0$3,759,224 ▼-100.0%00.0%BLOOM ENERGY CORP 0.000% 11/15/30 CVTTAT&T$0$2,513,232 ▼-100.0%00.0%Communication ServicesNVONovo Nordisk A/S$0$1,759,489 ▼-100.0%00.0%HealthcareERock Inc$0$1,416,089 ▼-100.0%00.0%EROCK INC-AUPSUnited Parcel Service$0$1,230,440 ▼-100.0%00.0%IndustrialsUWMCUWM$0$1,198,581 ▼-100.0%00.0%FinanceAlphabet Inc$0$990,325 ▼-100.0%00.0%ALPHABET INC 6.250% 05/15/29 SR:B CVTKNSLKinsale Capital Group$0$611,316 ▼-100.0%00.0%FinanceCurbline Properties Corp$0$499,166 ▼-100.0%00.0%CURBLINE PROPERTIES CORPUnitedHealth Group Inc$0$50,100 ▼-100.0%00.0%UNH US 01/21/28 C280Centene Corp$0$38,252 ▼-100.0%00.0%CNC US 01/21/28 C30Molina Healthcare Inc$0$31,200 ▼-100.0%00.0%MOH US 01/21/28 C150Elevance Health Inc$0$27,556 ▼-100.0%00.0%ELV US 01/15/27 C310Amazon.com Inc$0$23,502 ▼-100.0%00.0%AMZN US 12/15/28 C230Berkshire Hathaway Inc$0$19,680 ▼-100.0%00.0%BRKB US 12/15/28 P480Invesco QQQ Trust Series 1$0$13,050 ▼-100.0%00.0%QQQ US 06/16/28 P590IWMiShares Russell 2000 ETF$0$296 ▼-100.0%00.0%ETFCVXChevron$0$174 ▼-100.0%00.0%EnergyGNRSPDR S&P Global Natural Resources ETF$0$68 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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