Amanah Holdings Trust
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 1, 2025), Amanah Holdings Trust reported 14 stock positions worth $500.8 million. Its top holding was Seagate Technology Ulc (STX) at 13.7% of the portfolio, followed by Sterling Infrastructure (STRL, 13.0%) and BWX Technologies (BWXT, 10.3%). Compared with Q2 2025, it sold out of 2 and reduced 1. The biggest sale was Stellantis (STLA, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002076121
- Portfolio Value
- $500.8M (Q3 2025)
- SEC Filing
- 0002076121-25-000002 ↗ filed Oct 1, 2025
Holdings Value
Holdings 14 stocks · $500.8M
| STX Seagate Technology Ulc | 13.66% | 289,774 | $68.4M | No change |
| STRL Sterling Infrastructure Inc. | 12.98% | 191,300 | $65.0M | No change |
| BWXT BWX Technologies Inc. | 10.35% | 281,000 | $51.8M | No change |
| APH Amphenol Corp. Class A | 9.46% | 382,716 | $47.4M | No change |
| HOOD Robinhood Markets Inc. Class A | 9.37% | 327,697 | $46.9M | No change |
| AFRM Affirm Holdings Inc. | 7.58% | 519,230 | $37.9M | No change |
| CCJ Cameco Corp. | 7.39% | 441,120 | $37.0M | No change |
| CVNA Carvana Co. | 6.89% | 91,462 | $34.5M | No change |
| SYM Symbotic Inc. | 5.49% | 510,000 | $27.5M | No change |
| TPC Tutor Perini Corp. | 5.37% | 410,000 | $26.9M | No change |
| ICE Intercontinental Exchange Inc. | 4.99% | 148,385 | $25.0M | No change |
| CVI CVR Energy Inc. | 4.88% | 670,000 | $24.4M | No change |
| NPK National Presto Inds Inc. | 1.01% | 45,000 | $5.0M | No change |
| STLA Stellantis NV | 0.60% | 321,200 | $3.0M | Reduce -71.1% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||