Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pelham Capital Ltd. (CIK 1654111) reported $127.6M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HLT ($24.3M, 19.06%), TSM ($18.2M, 14.30%), LIN ($15.6M, 12.24%), APG ($14.5M, 11.37%), AMZN ($13.3M, 10.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | $24.3M | 19.06% | 80,000 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.2M | 14.30% | 54,000 | Trimmed |
| 3 | LIN | LINDE PLC | $15.6M | 12.24% | 31,500 | Trimmed |
| 4 | APG | API GROUP CORP | $14.5M | 11.37% | 358,000 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $13.3M | 10.44% | 63,975 | Trimmed |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $12.0M | 9.39% | 129,767 | Trimmed |
| 7 | MLM | MARTIN MARIETTA MATLS INC | $10.9M | 8.53% | 18,480 | Trimmed |
| 8 | GE | GE AEROSPACE | $10.7M | 8.37% | 37,621 | Trimmed |
| 9 | APH | AMPHENOL CORP | $8.0M | 6.30% | 63,665 | New |
| 10 | AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | Exited |
| 11 | MCO | MOODYS CORP | $0 | 0.00% | 0 | Exited |
| 12 | PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31