Filed: 8/12/2026ACC: 0001172661-26-003320
📋 What this filing means
ARINI CAPITAL MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $483.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$483.56M
Total AUM (reported)
63.98M
Total Shares
Allocation by class
COM$310.63M64.2%
SHS$99.06M20.5%
CL A NEW$52.35M10.8%
COM NEW$13.30M2.8%
ORD SHS$4.83M1.0%
COMMON STOCK$3.39M0.7%
Portfolio Concentration
Top 3$233.13M48.2%
4–10$149.54M30.9%
11–25$97.25M20.1%
Rest$3.64M0.8%
Top 3 weight
48.2%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 63.98M
Sole
Full voting authority
63.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ARDAGH METAL PACKAGING S A
SOLEShares20.90M
TypeSH
Market value$99.06M
20.49%
Sole
20.90M
Shared
0.00
None
0.00
SABRE CORP
SOLEShares39.10M
TypeSH
Market value$81.72M
16.90%
Sole
39.10M
Shared
0.00
None
0.00
CLARITEV CORPORATION
SOLEShares1.53M
TypeSH
Market value$52.35M
10.83%
Sole
1.53M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares1.19M
TypeSH
Market value$35.78M
7.40%
Sole
1.19M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80.60K
TypeSH
Market value$30.07M
6.22%
Sole
80.60K
Shared
0.00
None
0.00
APPLE INC
SOLEShares80.60K
TypeSH
Market value$23.32M
4.82%
Sole
80.60K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares130.80K
TypeSH
Market value$17.88M
3.70%
Sole
130.80K
Shared
0.00
None
0.00
TESLA INC
SOLEShares40K
TypeSH
Market value$16.82M
3.48%
Sole
40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares80.60K
TypeSH
Market value$16.13M
3.34%
Sole
80.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares40K
TypeSH
Market value$9.53M
1.97%
Sole
40K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares40K
TypeSH
Market value$9.08M
1.88%
Sole
40K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares15K
TypeSH
Market value$8.71M
1.80%
Sole
15K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares20K
TypeSH
Market value$8.67M
1.79%
Sole
20K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares40K
TypeSH
Market value$7.62M
1.58%
Sole
40K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares20K
TypeSH
Market value$7.55M
1.56%
Sole
20K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares20K
TypeSH
Market value$7.24M
1.50%
Sole
20K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares10K
TypeSH
Market value$7.23M
1.50%
Sole
10K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6K
TypeSH
Market value$7.20M
1.49%
Sole
6K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares100K
TypeSH
Market value$5.70M
1.18%
Sole
100K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares10K
TypeSH
Market value$4.84M
1.00%
Sole
10K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares5K
TypeSH
Market value$4.83M
1.00%
Sole
5K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5K
TypeSH
Market value$4.81M
0.99%
Sole
5K
Shared
0.00
None
0.00
TELEPHONE & DATA SYS INC
SOLEShares125.22K
TypeSH
Market value$4.63M
0.96%
Sole
125.22K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares50K
TypeSH
Market value$4.61M
0.95%
Sole
50K
Shared
0.00
None
0.00
WALMART INC
SOLEShares40K
TypeSH
Market value$4.53M
0.94%
Sole
40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARDAGH METAL PACKAGING S ASOLE | SHS | 20.90M | SH | $99.06M 20.49% | 20.90M | 0.00 | 0.00 |
SABRE CORPSOLE | COM | 39.10M | SH | $81.72M 16.90% | 39.10M | 0.00 | 0.00 |
CLARITEV CORPORATIONSOLE | CL A NEW | 1.53M | SH | $52.35M 10.83% | 1.53M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 1.19M | SH | $35.78M 7.40% | 1.19M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 80.60K | SH | $30.07M 6.22% | 80.60K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 80.60K | SH | $23.32M 4.82% | 80.60K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 130.80K | SH | $17.88M 3.70% | 130.80K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 40K | SH | $16.82M 3.48% | 40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 80.60K | SH | $16.13M 3.34% | 80.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 40K | SH | $9.53M 1.97% | 40K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 40K | SH | $9.08M 1.88% | 40K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 15K | SH | $8.71M 1.80% | 15K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 20K | SH | $8.67M 1.79% | 20K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 40K | SH | $7.62M 1.58% | 40K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 20K | SH | $7.55M 1.56% | 20K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 20K | SH | $7.24M 1.50% | 20K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 10K | SH | $7.23M 1.50% | 10K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6K | SH | $7.20M 1.49% | 6K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 100K | SH | $5.70M 1.18% | 100K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 10K | SH | $4.84M 1.00% | 10K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 5K | SH | $4.83M 1.00% | 5K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5K | SH | $4.81M 0.99% | 5K | 0.00 | 0.00 |
TELEPHONE & DATA SYS INCSOLE | COM NEW | 125.22K | SH | $4.63M 0.96% | 125.22K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 50K | SH | $4.61M 0.95% | 50K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 40K | SH | $4.53M 0.94% | 40K | 0.00 | 0.00 |
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