Filed: 5/12/2026ACC: 0001654111-26-000003
📋 What this filing means
PELHAM CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $127.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$127.60M
Total AUM (reported)
837.01K
Total Shares
Allocation by class
COM$60.51M47.4%
SPONSORED ADS$18.25M14.3%
SHS$15.62M12.2%
COM STK$14.51M11.4%
COM NEW$10.68M8.4%
CL A$8.04M6.3%
Portfolio Concentration
Top 3$58.19M45.6%
4–10$69.41M54.4%
Top 3 weight
45.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 837.01K
Sole
Full voting authority
837.01K
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
HILTON WORLDWIDE HLDGS INC
SOLEShares80K
TypeSH
Market value$24.33M
19.06%
Sole
80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares54K
TypeSH
Market value$18.25M
14.30%
Sole
54K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares31.50K
TypeSH
Market value$15.62M
12.24%
Sole
31.50K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares358K
TypeSH
Market value$14.51M
11.37%
Sole
358K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares63.98K
TypeSH
Market value$13.32M
10.44%
Sole
63.98K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares129.77K
TypeSH
Market value$11.98M
9.39%
Sole
129.77K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares18.48K
TypeSH
Market value$10.88M
8.53%
Sole
18.48K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares37.62K
TypeSH
Market value$10.68M
8.37%
Sole
37.62K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares63.66K
TypeSH
Market value$8.04M
6.30%
Sole
63.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON WORLDWIDE HLDGS INCSOLE | COM | 80K | SH | $24.33M 19.06% | 80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 54K | SH | $18.25M 14.30% | 54K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 31.50K | SH | $15.62M 12.24% | 31.50K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 358K | SH | $14.51M 11.37% | 358K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 63.98K | SH | $13.32M 10.44% | 63.98K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 129.77K | SH | $11.98M 9.39% | 129.77K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 18.48K | SH | $10.88M 8.53% | 18.48K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 37.62K | SH | $10.68M 8.37% | 37.62K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 63.66K | SH | $8.04M 6.30% | 63.66K | 0.00 | 0.00 |