PELHAM CAPITAL LTD.

PrivateCIK: 1654111
12
Positions
$175.59M
Total AUM (reported)
1.05M
Total Shares

Allocation by class

TOTAL AUM$175.59M12 positions
COM$81.34M46.3%
SPONSORED ADS$25.79M14.7%
SHS$17.83M10.2%
COM STK$12.59M7.2%
CL A$11.23M6.4%
COM NEW$10.96M6.2%
ORD SHS$9.96M5.7%

Portfolio Concentration

Top 339.9%4–1053.5%11–256.6%TOP 1093.4%0%100%
Top 3$70.05M39.9%
4–10$93.95M53.5%
11–25$11.58M6.6%

Top 3 weight

39.9%

Top 10 weight

93.4%

Voting Authority Distribution

Total shares with voting rights: 1.05M

Sole

Full voting authority

1.05M

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)

Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares80K
TypeSH
Market value$26.44M
15.06%
Sole
80K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares54K
TypeSH
Market value$25.79M
14.69%
Sole
54K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares34.36K
TypeSH
Market value$17.83M
10.15%
Sole
34.36K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares71.73K
TypeSH
Market value$17.10M
9.74%
Sole
71.73K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares85.36K
TypeSH
Market value$17.08M
9.73%
Sole
85.36K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares163.38K
TypeSH
Market value$15.05M
8.57%
Sole
163.38K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares297.22K
TypeSH
Market value$12.59M
7.17%
Sole
297.22K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares63.66K
TypeSH
Market value$11.23M
6.39%
Sole
63.66K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares29.32K
TypeSH
Market value$10.96M
6.24%
Sole
29.32K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares10.32K
TypeSH
Market value$9.96M
5.67%
Sole
10.32K
Shared
0.00
None
0.00

MEDLINE INC

SOLE
COM CL A
Shares149.60K
TypeSH
Market value$5.90M
3.36%
Sole
149.60K
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares9.86K
TypeSH
Market value$5.68M
3.24%
Sole
9.86K
Shared
0.00
None
0.00