Arini Capital Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Arini Capital Management Ltd reported 28 stock positions worth $974.7 million. Its top holding was Echostar Class A (ECHO) at 50.4% of the portfolio, followed by Ardagh Metal Packaging (AMBP, 10.2%) and Sabre (SABR, 8.4%). Compared with Q1 2026, it opened 22 new positions, added to 3 and reduced 1. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Caesars Entertainment (CZR, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002056819
- Portfolio Value
- $974.7M (Q2 2026)
- SEC Filing
- 0001172661-26-003819 ↗ filed Aug 14, 2026
Holdings Value
Holdings 28 stocks · $974.7M
| ECHO Echostar Corp. Class A | 50.39% | 4,839,158 | $491.2M | Add +40.2% |
| AMBP Ardagh Metal Packaging SA | 10.16% | 20,899,209 | $99.1M | Add +85.8% |
| SABR Sabre Corp. | 8.38% | 39,100,000 | $81.7M | Add +6.8% |
| CTEV Claritev Corp. | 5.37% | 1,534,687 | $52.3M | No change |
| CZR Caesars Entertainment Inc. | 3.67% | 1,185,542 | $35.8M | Reduce -69.3% |
| MSFT Microsoft Corp. | 3.08% | 80,600 | $30.1M | New |
| AAPL Apple Inc. | 2.39% | 80,600 | $23.3M | New |
| XOM Exxon Mobil Corp. | 1.83% | 130,800 | $17.9M | New |
| TSLA Tesla Inc. | 1.73% | 40,000 | $16.8M | New |
| NVDA Nvidia Corp. | 1.65% | 80,600 | $16.1M | New |
| AMZN Amazon.com Inc. | 0.98% | 40,000 | $9.5M | New |
| WELL Welltower Inc. | 0.93% | 40,000 | $9.1M | New |
| AMD Advanced Micro Devices | 0.89% | 15,000 | $8.7M | New |
| LRCX Lam Research Corp. | 0.89% | 20,000 | $8.7M | New |
| DHR Danaher Corp. | 0.78% | 40,000 | $7.6M | New |
| AVGO Broadcom Inc. | 0.78% | 20,000 | $7.6M | New |
| AMGN Amgen Inc. | 0.74% | 20,000 | $7.2M | New |
| AMAT Applied Materials Inc. | 0.74% | 10,000 | $7.2M | New |
| LLY Eli Lilly & Co. | 0.74% | 6,000 | $7.2M | New |
| BAC Bank of America Corp. | 0.58% | 100,000 | $5.7M | New |
| TER Teradyne Inc. | 0.50% | 10,000 | $4.8M | New |
| STX Seagate Technology Holdings | 0.49% | 5,000 | $4.8M | New |
| BLK BlackRock Inc. | 0.49% | 5,000 | $4.8M | New |
| TDS Telephone and Data Systems | 0.48% | 125,224 | $4.6M | New |
| SCHW Schwab (charles) Corp. | 0.47% | 50,000 | $4.6M | New |
| WMT Walmart Inc. | 0.46% | 40,000 | $4.5M | New |
| KD Kyndryl Holdings Inc. | 0.35% | 300,000 | $3.4M | No change |
| UNH Unitedhealth Group Inc. | 0.03% | 600 | $249K | New |
Portfolio Sells Q1 2026 → Q2 2026
| CZR Caesars Entertainment Inc. | Reduce -69.3% | 3.67% | −12.44 |
Portfolio Buys Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | New | 3.08% | +3.08 |
| AMBP Ardagh Metal Packaging SA | Add +85.8% | 10.16% | +2.98 |
| AAPL Apple Inc. | New | 2.39% | +2.39 |
| XOM Exxon Mobil Corp. | New | 1.83% | +1.83 |
| TSLA Tesla Inc. | New | 1.73% | +1.73 |
| NVDA Nvidia Corp. | New | 1.65% | +1.65 |
| AMZN Amazon.com Inc. | New | 0.98% | +0.98 |
| WELL Welltower Inc. | New | 0.93% | +0.93 |
| AMD Advanced Micro Devices | New | 0.89% | +0.89 |
| LRCX Lam Research Corp. | New | 0.89% | +0.89 |
| DHR Danaher Corp. | New | 0.78% | +0.78 |
| AVGO Broadcom Inc. | New | 0.78% | +0.78 |
| AMGN Amgen Inc. | New | 0.74% | +0.74 |
| AMAT Applied Materials Inc. | New | 0.74% | +0.74 |
| LLY Eli Lilly & Co. | New | 0.74% | +0.74 |
| BAC Bank of America Corp. | New | 0.58% | +0.58 |
| TER Teradyne Inc. | New | 0.50% | +0.50 |
| STX Seagate Technology Holdings | New | 0.49% | +0.49 |
| BLK BlackRock Inc. | New | 0.49% | +0.49 |
| TDS Telephone and Data Systems | New | 0.48% | +0.48 |
| SCHW Schwab (charles) Corp. | New | 0.47% | +0.47 |
| WMT Walmart Inc. | New | 0.46% | +0.46 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| SABR Sabre Corp. | Add +6.8% | 8.38% | +0.01 |
| ECHO Echostar Corp. Class A | Add +40.2% | 50.39% | −13.36 |