Filed: 11/4/2025ACC: 0001214659-25-015819
📋 What this filing means
TEJARA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $191.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$191.69M
Total AUM (reported)
27.44M
Total Shares
Allocation by class
COM$88.52M46.2%
SHS NEW$27.36M14.3%
SHS$23.56M12.3%
COM CL A$13.58M7.1%
COM SHS$10.57M5.5%
ORD SHS A$7.81M4.1%
CL A$5.38M2.8%
Portfolio Concentration
Top 3$47.74M24.9%
4–10$54.44M28.4%
11–25$58.87M30.7%
Rest$30.64M16.0%
Top 3 weight
24.9%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 27.44M
Sole
Full voting authority
27.44M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
DIVERSIFIED ENERGY COMPANY P
SOLEShares1.95M
TypeSH
Market value$27.36M
14.27%
Sole
1.95M
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares126.59K
TypeSH
Market value$10.57M
5.51%
Sole
126.59K
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares520.50K
TypeSH
Market value$9.81M
5.12%
Sole
520.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares50K
TypeSH
Market value$9.33M
4.87%
Sole
50K
Shared
0.00
None
0.00
NOV INC
SOLEShares670.20K
TypeSH
Market value$8.88M
4.63%
Sole
670.20K
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares196.53K
TypeSH
Market value$7.94M
4.14%
Sole
196.53K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares276.15K
TypeSH
Market value$7.81M
4.07%
Sole
276.15K
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares506.10K
TypeSH
Market value$7.66M
3.99%
Sole
506.10K
Shared
0.00
None
0.00
MARAVAI LIFESCIENCES HLDGS I
SOLEShares2.45M
TypeSH
Market value$7.04M
3.67%
Sole
2.45M
Shared
0.00
None
0.00
HERON THERAPEUTICS INC
SOLEShares4.59M
TypeSH
Market value$5.78M
3.02%
Sole
4.59M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares183.25K
TypeSH
Market value$5.54M
2.89%
Sole
183.25K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares110.39K
TypeSH
Market value$5.38M
2.81%
Sole
110.39K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares138.76K
TypeSH
Market value$4.77M
2.49%
Sole
138.76K
Shared
0.00
None
0.00
FORUM ENERGY TECHNOLOGIES IN
SOLEShares158.99K
TypeSH
Market value$4.25M
2.22%
Sole
158.99K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares102.49K
TypeSH
Market value$4.20M
2.19%
Sole
102.49K
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares422.62K
TypeSH
Market value$4.18M
2.18%
Sole
422.62K
Shared
0.00
None
0.00
BORR DRILLING LTD
SOLEShares1.52M
TypeSH
Market value$4.08M
2.13%
Sole
1.52M
Shared
0.00
None
0.00
REKOR SYSTEMS INC
SOLEShares2.55M
TypeSH
Market value$4.00M
2.09%
Sole
2.55M
Shared
0.00
None
0.00
MEREO BIOPHARMA GROUP PLC
SOLEShares1.91M
TypeSH
Market value$3.93M
2.05%
Sole
1.91M
Shared
0.00
None
0.00
CERTARA INC
SOLEShares273.05K
TypeSH
Market value$3.34M
1.74%
Sole
273.05K
Shared
0.00
None
0.00
HALLIBURTON CO
SOLEShares134.37K
TypeSH
Market value$3.31M
1.72%
Sole
134.37K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares105.63K
TypeSH
Market value$3.11M
1.62%
Sole
105.63K
Shared
0.00
None
0.00
NEXGEN ENERGY LTD
SOLEShares345.43K
TypeSH
Market value$3.09M
1.61%
Sole
345.43K
Shared
0.00
None
0.00
PATTERSON-UTI ENERGY INC
SOLEShares554.99K
TypeSH
Market value$2.87M
1.50%
Sole
554.99K
Shared
0.00
None
0.00
CARDIOL THERAPEUTICS INC
SOLEShares2.63M
TypeSH
Market value$2.81M
1.47%
Sole
2.63M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIVERSIFIED ENERGY COMPANY PSOLE | SHS NEW | 1.95M | SH | $27.36M 14.27% | 1.95M | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 126.59K | SH | $10.57M 5.51% | 126.59K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 520.50K | SH | $9.81M 5.12% | 520.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 50K | SH | $9.33M 4.87% | 50K | 0.00 | 0.00 |
NOV INCSOLE | COM | 670.20K | SH | $8.88M 4.63% | 670.20K | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 196.53K | SH | $7.94M 4.14% | 196.53K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 276.15K | SH | $7.81M 4.07% | 276.15K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 506.10K | SH | $7.66M 3.99% | 506.10K | 0.00 | 0.00 |
MARAVAI LIFESCIENCES HLDGS ISOLE | COM CL A | 2.45M | SH | $7.04M 3.67% | 2.45M | 0.00 | 0.00 |
HERON THERAPEUTICS INCSOLE | COM | 4.59M | SH | $5.78M 3.02% | 4.59M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 183.25K | SH | $5.54M 2.89% | 183.25K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 110.39K | SH | $5.38M 2.81% | 110.39K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 138.76K | SH | $4.77M 2.49% | 138.76K | 0.00 | 0.00 |
FORUM ENERGY TECHNOLOGIES INSOLE | COM | 158.99K | SH | $4.25M 2.22% | 158.99K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 102.49K | SH | $4.20M 2.19% | 102.49K | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 422.62K | SH | $4.18M 2.18% | 422.62K | 0.00 | 0.00 |
BORR DRILLING LTDSOLE | SHS | 1.52M | SH | $4.08M 2.13% | 1.52M | 0.00 | 0.00 |
REKOR SYSTEMS INCSOLE | COM | 2.55M | SH | $4.00M 2.09% | 2.55M | 0.00 | 0.00 |
MEREO BIOPHARMA GROUP PLCSOLE | SPON ADS | 1.91M | SH | $3.93M 2.05% | 1.91M | 0.00 | 0.00 |
CERTARA INCSOLE | COM | 273.05K | SH | $3.34M 1.74% | 273.05K | 0.00 | 0.00 |
HALLIBURTON COSOLE | COM | 134.37K | SH | $3.31M 1.72% | 134.37K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 105.63K | SH | $3.11M 1.62% | 105.63K | 0.00 | 0.00 |
NEXGEN ENERGY LTDSOLE | COM | 345.43K | SH | $3.09M 1.61% | 345.43K | 0.00 | 0.00 |
PATTERSON-UTI ENERGY INCSOLE | COM | 554.99K | SH | $2.87M 1.50% | 554.99K | 0.00 | 0.00 |
CARDIOL THERAPEUTICS INCSOLE | COM CL A | 2.63M | SH | $2.81M 1.47% | 2.63M | 0.00 | 0.00 |
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