Tejara Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Tejara Capital Ltd reported 66 stock positions worth $243.3 million. Its top holding was Diversified Energy (DEC) at 10.4% of the portfolio, followed by Fidelity National Info Serv (FIS, 4.7%) and Establishment Labs (ESTA, 4.6%). Compared with Q1 2026, it opened 25 new positions, sold out of 32, added to 23 and reduced 16. The biggest buy was Certara (CERT, shares +63%) and the biggest sale an exit from Teleflex (TFX).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001879713
- Portfolio Value
- $243.3M (Q2 2026)
- SEC Filing
- 0001214659-26-009881 ↗ filed Aug 11, 2026
Holdings Value
Holdings 66 stocks · $243.3M
| DEC Diversified Energy Co. | 10.42% | 1,828,668 | $25.3M | Add +9.5% |
| FIS Fidelity National Info Serv | 4.68% | 292,811 | $11.4M | Add +48.0% |
| ESTA Establishment Labs Holdings | 4.62% | 130,979 | $11.2M | Reduce -57.6% |
| AR Antero Resources Corp. | 4.11% | 284,400 | $10.0M | Add +57.4% |
| MRVI Maravai Lifesciences Hldgs-A | 4.09% | 1,595,345 | $10.0M | Reduce -54.4% |
| GPN Global Payments Inc. | 3.94% | 132,155 | $9.6M | Reduce -16.6% |
| DNOW Dnow Inc. | 3.86% | 723,399 | $9.4M | Reduce -46.5% |
| CNR Core Natural Resources Inc. | 3.52% | 107,109 | $8.6M | Add +23.4% |
| CERT Certara Inc. | 3.48% | 1,292,721 | $8.5M | Add +63.2% |
| BILL Bill Holdings Inc. | 3.26% | 219,400 | $7.9M | Add +86.7% |
| EXE Expand Energy Corp. | 3.06% | 81,700 | $7.5M | Add +34.4% |
| NE Noble Corp. PLC | 2.80% | 182,904 | $6.8M | Add +18.8% |
| BL Blackline Inc. | 2.76% | 239,237 | $6.7M | Add +47.4% |
| EPAM Epam Systems Inc. | 2.62% | 80,480 | $6.4M | Add +145.5% |
| CRDL Cardiol Therapeutics Inc. Class A | 2.23% | 5,113,822 | $5.4M | Reduce -0.3% |
| SPRY Ars Pharmaceuticals Inc. | 2.00% | 607,039 | $4.9M | Add +188.5% |
| TEAM Atlassian Corp. Class A | 1.90% | 59,500 | $4.6M | Reduce -10.5% |
| SDGR Schrodinger Inc. | 1.87% | 280,202 | $4.6M | Reduce -27.9% |
| CMCSA Comcast Corp. Class A | 1.82% | 180,000 | $4.4M | Add +420.2% |
| BORR Borr Drilling Ltd. | 1.80% | 1,059,318 | $4.4M | Add +29.9% |
| NOW ServiceNow Inc. | 1.66% | 40,760 | $4.0M | Add +11.5% |
| AESI Atlas Energy Solutions Inc. | 1.58% | 231,200 | $3.8M | New |
| ADBE Adobe Inc. | 1.42% | 16,880 | $3.5M | Add +26.7% |
| ARQT Arcutis Biotherapeutics Inc. | 1.22% | 113,084 | $3.0M | Reduce -32.0% |
| CE Celanese Corp. | 1.20% | 63,400 | $2.9M | New |
| AMD Advanced Micro Devices | 1.19% | 5,000 | $2.9M | New |
| SDRL Seadrill Limited | 1.19% | 76,600 | $2.9M | Add +36.0% |
| HRTX Heron Therapeutics Inc. | 1.14% | 6,510,795 | $2.8M | Add +2.8% |
| HUBS HubSpot Inc. | 1.12% | 14,960 | $2.7M | Add +77.3% |
| FISV Fiserv Inc. | 1.09% | 54,100 | $2.7M | New |
| INTU Intuit Inc. | 1.06% | 9,920 | $2.6M | Add +110.2% |
| EVH Evolent Health Inc. Class A | 0.98% | 441,456 | $2.4M | Reduce -77.3% |
| VAL Valaris Ltd. | 0.96% | 32,200 | $2.3M | New |
| QDEL Quidelortho Corp. | 0.94% | 129,890 | $2.3M | Reduce -39.9% |
| LYB Lyondellbasell Indu Class A | 0.92% | 42,620 | $2.2M | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.91% | 45,600 | $2.2M | Add +97.4% |
| SNDK Sandisk Corp. | 0.89% | 950 | $2.2M | New |
| WK Workiva Inc. | 0.83% | 41,650 | $2.0M | Add +11.7% |
| WDAY Workday Inc. Class A | 0.80% | 15,900 | $1.9M | Reduce -14.1% |
| PTEN Patterson-Uti Energy Inc. | 0.69% | 182,832 | $1.7M | New |
| SPT Sprout Social Inc. Class A | 0.63% | 203,200 | $1.5M | Add +5.8% |
| MRVL Marvell Technology Inc. | 0.61% | 5,000 | $1.5M | New |
| CRM Salesforce Inc. | 0.61% | 9,400 | $1.5M | New |
| DVN Devon Energy Corp. | 0.59% | 34,900 | $1.4M | New |
| MOS The Mosaic Co. | 0.53% | 61,400 | $1.3M | New |
| MU Micron Technology Inc. | 0.47% | 1,000 | $1.2M | New |
| GTLB Gitlab Inc. Class A | 0.46% | 36,500 | $1.1M | Reduce -59.6% |
| NTR Nutrien Ltd. | 0.43% | 16,500 | $1.0M | New |
| ESTC Elastic NV | 0.42% | 18,000 | $1.0M | Reduce -82.2% |
| TDW Tidewater Inc. | 0.41% | 15,000 | $999K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.41% | 21,400 | $995K | Reduce -78.9% |
| BG Bunge Global SA | 0.40% | 9,100 | $971K | New |
| ALIT Alight Inc. Class A | 0.37% | 1,588,329 | $889K | No change |
| NKE Nike Inc. Class B | 0.34% | 20,000 | $821K | New |
| TXMD Therapeuticsmd Inc. | 0.31% | 344,482 | $761K | Reduce -0.4% |
| MREO Mereo Biopharma Group PL-ADR | 0.27% | 2,037,520 | $647K | No change |
| ENOV Enovis Corp. | 0.26% | 31,100 | $644K | New |
| CPB The Campbell's Company | 0.26% | 28,600 | $637K | New |
| GIS General Mills Inc. | 0.26% | 18,200 | $633K | New |
| CAG Conagra Brands Inc. | 0.26% | 46,800 | $630K | New |
| OFIX Orthofix Medical Inc. | 0.22% | 58,720 | $537K | Add +50.1% |
| APPN Appian Corp. Class A | 0.21% | 22,200 | $508K | Reduce -87.2% |
| STRL Sterling Infrastructure Inc. | 0.20% | 589 | $494K | New |
| EWY iShares MSCI South Korea ETF | 0.17% | 2,034 | $411K | New |
| CLB Core Laboratories Inc. | 0.15% | 31,097 | $362K | New |
| LITE Lumentum Holdings Inc. | 0.10% | 280 | $240K | New |
Portfolio Sells Q1 2026 → Q2 2026
| TFX Teleflex Inc. | Sold out | 0.00% | −4.78 |
| VTRS Viatris Inc. | Sold out | 0.00% | −2.69 |
| DNOW Dnow Inc. | Reduce -46.5% | 3.86% | −1.45 |
| NOV Nov Inc. | Sold out | 0.00% | −1.37 |
| SLB SLB Ltd. | Reduce -78.9% | 0.41% | −1.31 |
| ESTC Elastic NV | Reduce -82.2% | 0.42% | −1.24 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.20 |
| GEO The Geo Group Inc. | Sold out | 0.00% | −1.18 |
| APPN Appian Corp. Class A | Reduce -87.2% | 0.21% | −1.17 |
| ESTA Establishment Labs Holdings | Reduce -57.6% | 4.62% | −1.16 |
| INDV Indivior Pharmaceuticals Inc. | Sold out | 0.00% | −1.13 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.97 |
| GIL Gildan Activewear Inc. | Sold out | 0.00% | −0.94 |
| FN Fabrinet | Sold out | 0.00% | −0.92 |
| COLL Collegium Pharmaceutical Inc. | Sold out | 0.00% | −0.84 |
| FUN Six Flags Entertainment Corp. | Sold out | 0.00% | −0.83 |
| SLVM Sylvamo Corp. | Sold out | 0.00% | −0.79 |
| SSYS Stratasys Ltd. | Sold out | 0.00% | −0.79 |
| LBTYA Liberty Global Ltd. Class A | Sold out | 0.00% | −0.77 |
| FIP Ftai Infrastructure Inc. | Sold out | 0.00% | −0.74 |
| QURE Uniqure NV | Sold out | 0.00% | −0.66 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.64 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.62 |
| IART Integra Lifesciences Holding | Sold out | 0.00% | −0.60 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.57 |
| HUM Humana Inc. | Sold out | 0.00% | −0.52 |
| EVH Evolent Health Inc. Class A | Reduce -77.3% | 0.98% | −0.48 |
| VIR Vir Biotechnology Inc. | Sold out | 0.00% | −0.48 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.40 |
| RNW Renew Energy Global PLC-A | Sold out | 0.00% | −0.39 |
| OPK Opko Health Inc. | Sold out | 0.00% | −0.33 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.26 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.26 |
| QDEL Quidelortho Corp. | Reduce -39.9% | 0.94% | −0.24 |
| LILAK Liberty Latin Americ Class C | Sold out | 0.00% | −0.24 |
| NFE New Fortress Energy Inc. | Sold out | 0.00% | −0.22 |
| GTLB Gitlab Inc. Class A | Reduce -59.6% | 0.46% | −0.19 |
| KLAR Klarna Group PLC | Sold out | 0.00% | −0.17 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.16 |
| CSANY Cosan SA -ADR | Sold out | 0.00% | −0.08 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -32.0% | 1.22% | −0.07 |
| CRDL Cardiol Therapeutics Inc. Class A | Reduce -0.3% | 2.23% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -14.1% | 0.80% | +0.01 |
| TXMD Therapeuticsmd Inc. | Reduce -0.4% | 0.31% | +0.08 |
| TEAM Atlassian Corp. Class A | Reduce -10.5% | 1.90% | +0.41 |
| SDGR Schrodinger Inc. | Reduce -27.9% | 1.87% | +0.42 |
| GPN Global Payments Inc. | Reduce -16.6% | 3.94% | +0.42 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -54.4% | 4.09% | +0.83 |
Portfolio Buys Q1 2026 → Q2 2026
| CERT Certara Inc. | Add +63.2% | 3.48% | +1.99 |
| BILL Bill Holdings Inc. | Add +86.7% | 3.26% | +1.78 |
| FIS Fidelity National Info Serv | Add +48.0% | 4.68% | +1.62 |
| AR Antero Resources Corp. | Add +57.4% | 4.11% | +1.58 |
| AESI Atlas Energy Solutions Inc. | New | 1.58% | +1.58 |
| CMCSA Comcast Corp. Class A | Add +420.2% | 1.82% | +1.49 |
| SPRY Ars Pharmaceuticals Inc. | Add +188.5% | 2.00% | +1.44 |
| CE Celanese Corp. | New | 1.20% | +1.20 |
| AMD Advanced Micro Devices | New | 1.19% | +1.19 |
| EPAM Epam Systems Inc. | Add +145.5% | 2.62% | +1.16 |
| FISV Fiserv Inc. | New | 1.09% | +1.09 |
| VAL Valaris Ltd. | New | 0.96% | +0.96 |
| LYB Lyondellbasell Indu Class A | New | 0.92% | +0.92 |
| SNDK Sandisk Corp. | New | 0.89% | +0.89 |
| EXE Expand Energy Corp. | Add +34.4% | 3.06% | +0.86 |
| DEC Diversified Energy Co. | Add +9.5% | 10.42% | +0.82 |
| BL Blackline Inc. | Add +47.4% | 2.76% | +0.78 |
| PTEN Patterson-Uti Energy Inc. | New | 0.69% | +0.69 |
| MRVL Marvell Technology Inc. | New | 0.61% | +0.61 |
| CRM Salesforce Inc. | New | 0.61% | +0.61 |
| DVN Devon Energy Corp. | New | 0.59% | +0.59 |
| FOUR SHIFT4 Payments Inc. Class A | Add +97.4% | 0.91% | +0.58 |
| MOS The Mosaic Co. | New | 0.53% | +0.53 |
| CNR Core Natural Resources Inc. | Add +23.4% | 3.52% | +0.53 |
| MU Micron Technology Inc. | New | 0.47% | +0.47 |
| HUBS HubSpot Inc. | Add +77.3% | 1.12% | +0.44 |
| NTR Nutrien Ltd. | New | 0.43% | +0.43 |
| TDW Tidewater Inc. | New | 0.41% | +0.41 |
| NOW ServiceNow Inc. | Add +11.5% | 1.66% | +0.40 |
| BG Bunge Global SA | New | 0.40% | +0.40 |
| INTU Intuit Inc. | Add +110.2% | 1.06% | +0.39 |
| ADBE Adobe Inc. | Add +26.7% | 1.42% | +0.36 |
| SDRL Seadrill Limited | Add +36.0% | 1.19% | +0.35 |
| NKE Nike Inc. Class B | New | 0.34% | +0.34 |
| NE Noble Corp. PLC | Add +18.8% | 2.80% | +0.31 |
| SPT Sprout Social Inc. Class A | Add +5.8% | 0.63% | +0.27 |
| ENOV Enovis Corp. | New | 0.26% | +0.26 |
| CPB The Campbell's Company | New | 0.26% | +0.26 |
| GIS General Mills Inc. | New | 0.26% | +0.26 |
| CAG Conagra Brands Inc. | New | 0.26% | +0.26 |
| BORR Borr Drilling Ltd. | Add +29.9% | 1.80% | +0.25 |
| STRL Sterling Infrastructure Inc. | New | 0.20% | +0.20 |
| EWY iShares MSCI South Korea ETF | New | 0.17% | +0.17 |
| CLB Core Laboratories Inc. | New | 0.15% | +0.15 |
| LITE Lumentum Holdings Inc. | New | 0.10% | +0.10 |
| WK Workiva Inc. | Add +11.7% | 0.83% | +0.10 |
| OFIX Orthofix Medical Inc. | Add +50.1% | 0.22% | +0.07 |
| HRTX Heron Therapeutics Inc. | Add +2.8% | 1.14% | −0.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $243.3M | DEC, FIS, ESTA, AR, MRVI |
| Q1 2026 | 73 | $303.4M | DEC, ESTA, DNOW, TFX, GPN |
| Q4 2025 | 61 | $240.6M | DEC, GLNG, SDRL, NE, MRVI |
| Q3 2025 | 46 | $182.4M | DEC, CNR, ARQT, NOV, GLNG |
| Q2 2025 | 70 | $215.7M | DEC, ARQT, HRTX, CNR, NE |
| Q1 2025 | 74 | $202.9M | ARQT, HRTX, ROIV, NOV, NE |
| Q4 2024 | 54 | $152.6M | ARQT, ROIV, BORR, NOV, MREO |
| Q3 2024 | 55 | $209.6M | ROIV, MREO, ARQT, HRTX, STNG |
| Q2 2024 | 67 | $274.7M | ROIV, HRTX, ARQT, LBTYA, RIG |
| Q1 2024 | 72 | $270.0M | ROIV, STNG, HRTX, GLNG, NBR |