Pelham Capital
Pelham Capital reported 12 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are HLT (15.1%), TSM (14.7%) and LIN (10.2%). Compared with Q1 2026, the fund opened new positions in NVDA, STX and MDLN, added to LIN, AMZN and ORLY and trimmed APG, GE and MLM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  HLT Hilton Worldwide Hldgs Inc | $26.4M | 15.1% | 80K | No change | 8 of 8 | |
| 2 |  TSM Taiwan Semiconductor Mfg Ltd | $25.8M | 14.7% | 54K | No change | 8 of 8 | |
| 3 |  LIN Linde PLC | $17.8M | 10.2% | 34K | +2,857 (+9%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $17.1M | 9.7% | 72K | +7,755 (+12%) | 6 of 8 | |
| 5 |  NVDA Nvidia Corporation | $17.1M | 9.7% | 85K | New position | 1 of 8 | |
| 6 |  ORLY O Reilly Automotive Inc | $15M | 8.6% | 163K | +34K (+26%) | 8 of 8 | |
| 7 |  APG Api Group | $12.6M | 7.2% | 297K | −61K (−17%) | 7 of 8 | |
| 8 |  APH Amphenol Corp New | $11.2M | 6.4% | 64K | No change | 2 of 8 | |
| 9 |  GE GE Aerospace | $11M | 6.2% | 29K | −8,306 (−22%) | 8 of 8 | |
| 10 |  STX Seagate Technology Hldngs PL | $10M | 5.7% | 10K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pelham Capital 13F FAQ
What does Pelham Capital own?
Pelham Capital reported 12 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are HLT (15.1%), TSM (14.7%) and LIN (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Pelham Capital buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 3 added to, 3 trimmed and 0 sold out. New positions include NVDA, STX and MDLN.
When will Pelham Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pelham Capital's portfolio worth?
The Q2 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.