Pelham Capital Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Pelham Capital Ltd. reported 10 stock positions worth $163.0 million. Its top holding was Hilton Worldwide (HLT) at 20.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 14.5%) and Api (APG, 12.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 1 and reduced 5. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale an exit from Costar (CSGP).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001654111
Portfolio Value
$163.0M (Q2 2024)
SEC Filing
0001011438-24-000399 ↗ filed Jul 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $166.4M Q1 2024 Q2 2024: $163.0M $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 Q2 2026

Holdings 10 stocks · $163.0M
HLT Hilton Worldwide Holdings Inc. 20.07% 149,926 $32.7M Reduce -24.9%
QQQ Invesco QQQ Trust Series 1 14.53% 49,439 $23.7M New
APG Api Group Corp. 12.94% 560,460 $21.1M Reduce -9.3%
PLNT Planet Fitness Inc. Class A 12.14% 268,994 $19.8M Reduce -14.6%
LIN Linde PLC 11.35% 42,148 $18.5M Reduce -38.1%
SHCO Soho House & Co. Inc. 9.77% 3,000,000 $15.9M No change
RACE Ferrari NV 5.60% 22,352 $9.1M Reduce -17.5%
ORLY O'reilly Automotive Inc. 5.19% 8,007 $8.5M New
TSM Taiwan Semiconductor-SP ADR 4.35% 40,754 $7.1M New
GE General Electric filed as GE AEROSPACE 4.06% 41,665 $6.6M New

Options reported separately and not counted above: ATKR puts ($3.5M).

Portfolio Sells Q1 2024 → Q2 2024
CSGP Costar Group Inc. Sold out 0.00% −11.63
LIN Linde PLC Reduce -38.1% 11.35% −7.67
HLT Hilton Worldwide Holdings Inc. Reduce -24.9% 20.07% −5.52
APG Api Group Corp. Reduce -9.3% 12.94% −1.65
RACE Ferrari NV Reduce -17.5% 5.60% −1.50
PLNT Planet Fitness Inc. Class A Reduce -14.6% 12.14% +0.29

Portfolio Buys Q1 2024 → Q2 2024
QQQ Invesco QQQ Trust Series 1 New 14.53% +14.53
ORLY O'reilly Automotive Inc. New 5.19% +5.19
TSM Taiwan Semiconductor-SP ADR New 4.35% +4.35
GE General Electric New 4.06% +4.06

Options Activity Q1 2024 → Q2 2024
ATKR Atkore Inc. put New 25,700 $3.5M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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