Pelham Capital Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Pelham Capital Ltd. reported 9 stock positions worth $127.6 million. Its top holding was Hilton Worldwide (HLT) at 19.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 14.3%) and Linde (LIN, 12.2%). Compared with Q4 2025, it opened 1 new position, sold out of 3 and reduced 8. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale an exit from Planet Fitness Class A (PLNT).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001654111
- Portfolio Value
- $127.6M (Q1 2026)
- SEC Filing
- 0001654111-26-000003 ↗ filed May 12, 2026
Holdings Value
Holdings 9 stocks · $127.6M
| HLT Hilton Worldwide Holdings Inc. | 19.06% | 80,000 | $24.3M | Reduce -11.7% |
| TSM Taiwan Semiconductor-SP ADR | 14.30% | 54,000 | $18.2M | Reduce -12.9% |
| LIN Linde PLC | 12.24% | 31,500 | $15.6M | Reduce -42.5% |
| APG Api Group Corp. | 11.37% | 358,000 | $14.5M | Reduce -25.6% |
| AMZN Amazon.com Inc. | 10.44% | 63,975 | $13.3M | Reduce -16.2% |
| ORLY O'reilly Automotive Inc. | 9.39% | 129,767 | $12.0M | Reduce -12.3% |
| MLM Martin Marietta Materials | 8.53% | 18,480 | $10.9M | Reduce -25.5% |
| GE General Electric filed as GE AEROSPACE | 8.37% | 37,621 | $10.7M | Reduce -16.7% |
| APH Amphenol Corp. Class A | 6.30% | 63,665 | $8.0M | New |
Portfolio Sells Q4 2025 → Q1 2026
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −8.26 |
| MCO Moody's Corp. | Sold out | 0.00% | −7.30 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −6.15 |
| LIN Linde PLC | Reduce -42.5% | 12.24% | −0.20 |
| MLM Martin Marietta Materials | Reduce -25.5% | 8.53% | +0.30 |
| GE General Electric | Reduce -16.7% | 8.37% | +0.96 |
| AMZN Amazon.com Inc. | Reduce -16.2% | 10.44% | +1.07 |
| APG Api Group Corp. | Reduce -25.6% | 11.37% | +1.57 |
| ORLY O'reilly Automotive Inc. | Reduce -12.3% | 9.39% | +2.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.9% | 14.30% | +4.28 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -11.7% | 19.06% | +5.22 |
Portfolio Buys Q4 2025 → Q1 2026
| APH Amphenol Corp. Class A | New | 6.30% | +6.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $175.6M | HLT, TSM, LIN, AMZN, NVDA |
| Q1 2026 | 9 | $127.6M | HLT, TSM, LIN, APG, AMZN |
| Q4 2025 | 11 | $187.9M | HLT, LIN, TSM, APG, AMZN |
| Q3 2025 | 12 | $192.2M | LIN, HLT, TSM, AMZN, MLM |
| Q2 2025 | 13 | $186.0M | HLT, LIN, GE, TSM, AMZN |
| Q1 2025 | 13 | $165.3M | HLT, GE, LIN, TSM, ORLY |
| Q4 2024 | 12 | $150.3M | HLT, GE, LIN, TSM, ORLY |
| Q3 2024 | 9 | $149.3M | HLT, GE, LIN, PLNT, ORLY |
| Q2 2024 | 10 | $163.0M | HLT, QQQ, APG, PLNT, LIN |
| Q1 2024 | 7 | $166.4M | HLT, LIN, APG, PLNT, CSGP |