Amanah Holdings Trust
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Amanah Holdings Trust reported 16 stock positions worth $404.1 million. Its top holding was Sterling Infrastructure (STRL) at 11.0% of the portfolio, followed by Seagate Technology Ulc (STX, 10.4%) and BWX Technologies (BWXT, 10.0%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002076121
- Portfolio Value
- $404.1M (Q2 2025)
- SEC Filing
- 0002076121-25-000001 ↗ filed Jul 8, 2025
Holdings Value
Holdings 16 stocks · $404.1M
| STRL Sterling Infrastructure Inc. | 11.02% | 191,300 | $44.5M | — |
| STX Seagate Technology Ulc | 10.35% | 289,774 | $41.8M | — |
| BWXT BWX Technologies Inc. | 10.02% | 281,000 | $40.5M | — |
| APH Amphenol Corp. Class A | 9.35% | 382,716 | $37.8M | — |
| AFRM Affirm Holdings Inc. | 8.87% | 519,230 | $35.9M | — |
| CCJ Cameco Corp. | 8.10% | 441,120 | $32.7M | — |
| CVNA Carvana Co. | 7.60% | 91,462 | $30.7M | — |
| HOOD Robinhood Markets Inc. Class A | 7.59% | 327,697 | $30.7M | — |
| ICE Intercontinental Exchange Inc. | 6.73% | 148,385 | $27.2M | — |
| SYM Symbotic Inc. | 4.91% | 510,000 | $19.8M | — |
| TPC Tutor Perini Corp. | 4.74% | 410,000 | $19.2M | — |
| CVI CVR Energy Inc. | 4.45% | 670,000 | $18.0M | — |
| STLA Stellantis NV | 2.76% | 1,113,000 | $11.2M | — |
| OLO Olo Inc. Class A | 1.58% | 380,000 | $6.4M | — |
| NPK National Presto Inds Inc. | 1.09% | 45,000 | $4.4M | — |
| BYAH Park Ha Biological Technology Co., Ltd. | 0.83% | 96,400 | $3.4M | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.