Pelham Capital Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Pelham Capital Ltd. reported 12 stock positions worth $175.6 million. Its top holding was Hilton Worldwide (HLT) at 15.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 14.7%) and Linde (LIN, 10.2%). Compared with Q1 2026, it opened 3 new positions, added to 3 and reduced 3. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Martin Marietta Materials (MLM, shares −47%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001654111
Portfolio Value
$175.6M (Q2 2026)
SEC Filing
0001654111-26-000004 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $166.4M Q1 2024 Q2 2024: $163.0M Q2 2024 Q3 2024: $149.3M Q3 2024 Q4 2024: $150.3M Q4 2024 Q1 2025: $165.3M Q1 2025 Q2 2025: $186.0M Q2 2025 Q3 2025: $192.2M Q3 2025 Q4 2025: $187.9M Q4 2025 Q1 2026: $127.6M Q1 2026 Q2 2026: $175.6M $175.6M Q2 2026

Holdings 12 stocks · $175.6M
HLT Hilton Worldwide Holdings Inc. 15.06% 80,000 $26.4M No change
TSM Taiwan Semiconductor-SP ADR 14.69% 54,000 $25.8M No change
LIN Linde PLC 10.15% 34,357 $17.8M Add +9.1%
AMZN Amazon.com Inc. 9.74% 71,730 $17.1M Add +12.1%
NVDA Nvidia Corp. 9.73% 85,359 $17.1M New
ORLY O'reilly Automotive Inc. 8.57% 163,377 $15.0M Add +25.9%
APG Api Group Corp. 7.17% 297,222 $12.6M Reduce -17.0%
APH Amphenol Corp. Class A 6.39% 63,665 $11.2M No change
GE General Electric filed as GE AEROSPACE 6.24% 29,315 $11.0M Reduce -22.1%
STX Seagate Technology Holdings 5.67% 10,324 $10.0M New
MDLN Medline Inc. Class A 3.36% 149,598 $5.9M New
MLM Martin Marietta Materials 3.24% 9,857 $5.7M Reduce -46.7%

Portfolio Sells Q1 2026 → Q2 2026
MLM Martin Marietta Materials Reduce -46.7% 3.24% −5.29
APG Api Group Corp. Reduce -17.0% 7.17% −4.20
GE General Electric Reduce -22.1% 6.24% −2.13

Portfolio Buys Q1 2026 → Q2 2026
NVDA Nvidia Corp. New 9.73% +9.73
STX Seagate Technology Holdings New 5.67% +5.67
MDLN Medline Inc. Class A New 3.36% +3.36
AMZN Amazon.com Inc. Add +12.1% 9.74% −0.71
ORLY O'reilly Automotive Inc. Add +25.9% 8.57% −0.82
LIN Linde PLC Add +9.1% 10.15% −2.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$175.6MHLT, TSM, LIN, AMZN, NVDA
Q1 2026 9$127.6MHLT, TSM, LIN, APG, AMZN
Q4 2025 11$187.9MHLT, LIN, TSM, APG, AMZN
Q3 2025 12$192.2MLIN, HLT, TSM, AMZN, MLM
Q2 2025 13$186.0MHLT, LIN, GE, TSM, AMZN
Q1 2025 13$165.3MHLT, GE, LIN, TSM, ORLY
Q4 2024 12$150.3MHLT, GE, LIN, TSM, ORLY
Q3 2024 9$149.3MHLT, GE, LIN, PLNT, ORLY
Q2 2024 10$163.0MHLT, QQQ, APG, PLNT, LIN
Q1 2024 7$166.4MHLT, LIN, APG, PLNT, CSGP