本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Pelham Capital Ltd. (CIK 1654111) reported $175.6M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HLT ($26.4M, 15.06%), TSM ($25.8M, 14.69%), LIN ($17.8M, 10.15%), AMZN ($17.1M, 9.74%), NVDA ($17.1M, 9.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | $26.4M | 15.06% | 80,000 | Hold |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.8M | 14.69% | 54,000 | Hold |
| 3 | LIN | LINDE PLC | $17.8M | 10.15% | 34,357 | Added |
| 4 | AMZN | AMAZON COM INC | $17.1M | 9.74% | 71,730 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $17.1M | 9.73% | 85,359 | New |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $15.0M | 8.57% | 163,377 | Added |
| 7 | APG | API GROUP CORP | $12.6M | 7.17% | 297,222 | Trimmed |
| 8 | APH | AMPHENOL CORP | $11.2M | 6.39% | 63,665 | Hold |
| 9 | GE | GE AEROSPACE | $11.0M | 6.24% | 29,315 | Trimmed |
| 10 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.0M | 5.67% | 10,324 | New |
| 11 | MDLN | MEDLINE INC | $5.9M | 3.36% | 149,598 | New |
| 12 | MLM | MARTIN MARIETTA MATLS INC | $5.7M | 3.24% | 9,857 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30