Pelham Capital Ltd. Top Holdings and 13F Report (2026) About Pelham Capital Ltd.Investment ActivityPelham Capital Ltd. has $175.59 million in total holdings as of June 30, 2026.Pelham Capital Ltd. owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 22.42% of the portfolio was purchased this quarter.About 6.07% of the portfolio was sold this quarter.This quarter, Pelham Capital Ltd. has purchased 9 new stocks and bought additional shares in 3 stocks.Pelham Capital Ltd. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Hilton Worldwide $26,436,800Taiwan Semiconductor Manufacturing $25,788,780LINDE PLC $17,829,222Amazon.com $17,096,128NVIDIA $17,079,482 Largest New Holdings this Quarter 67066G104 - NVIDIA $17,079,482 HoldingG7997R103 - Seagate Technology $9,962,660 Holding58507V107 - MEDLINE INC $5,900,145 Holding Largest Purchases this Quarter NVIDIA 85,359 shares (about $17.08M)Seagate Technology 10,324 shares (about $9.96M)MEDLINE INC 149,598 shares (about $5.90M)O'Reilly Automotive 33,610 shares (about $3.10M)Amazon.com 7,755 shares (about $1.85M) Largest Sales this Quarter Martin Marietta Materials 8,623 shares (about $4.97M)GE Aerospace 8,306 shares (about $3.10M)APi Group 60,778 shares (about $2.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPelham Capital Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHLTHilton Worldwide$26,436,8000.0%80,00015.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$25,788,7800.0%54,00014.7%TechnologyLINDE PLC$17,829,222$1,482,612 â–²9.1%34,35710.2%SHSAMZNAmazon.com$17,096,128$1,848,327 â–²12.1%71,7309.7%Consumer DiscretionaryNVDANVIDIA$17,079,482$17,079,482 â–²New Holding85,3599.7%TechnologyORLYO'Reilly Automotive$15,045,388$3,095,145 â–²25.9%163,3778.6%Consumer DiscretionaryAPGAPi Group$12,587,352$2,573,948 â–¼-17.0%297,2227.2%IndustrialsAPHAmphenol$11,225,4130.0%63,6656.4%TechnologyGEGE Aerospace$10,955,895$3,104,201 â–¼-22.1%29,3156.2%IndustrialsSTXSeagate Technology$9,962,660$9,962,660 â–²New Holding10,3245.7%TechnologyMEDLINE INC$5,900,145$5,900,145 â–²New Holding149,5983.4%COM CL AMLMMartin Marietta Materials$5,684,532$4,972,884 â–¼-46.7%9,8573.2%MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
