Pelham Capital Ltd.
Net buyer this quarter
$176M
12
+$28.7M
93.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HLT | $26.4M | 15.06% | 0.04% | Not reported | Q3 2018 |
 TSM | $25.8M | 14.69% | 0.00% | Not reported | Q2 2024 |
 LIN | $17.8M | 10.15% | 0.01% | +9.1% | Q3 2023 |
 AMZN | $17.1M | 9.74% | 0.00% | +12.1% | Q1 2025 |
 NVDA | $17.1M | 9.73% | 0.00% | New | Q2 2026 |
 ORLY | $15M | 8.57% | 0.02% | +25.9% | Q2 2024 |
 APG | $12.6M | 7.17% | 0.07% | -17.0% | Q1 2024 |
 APH | $11.2M | 6.39% | 0.01% | Not reported | Q1 2026 |
 GE | $11M | 6.24% | 0.00% | -22.1% | Q2 2024 |
 STX | $9.96M | 5.67% | 0.00% | New | Q2 2026 |
 MDLN | $5.9M | 3.36% | Not reported | New | Q2 2026 |
 MLM | $5.68M | 3.24% | 0.02% | -46.7% | Q1 2025 |
| Q1 2026 | |||||
| HLT | $24.3M | 19.06% | 0.04% | -11.7% | Q3 2018 |
| TSM | $18.2M | 14.30% | 0.00% | -12.9% | Q2 2024 |
| LIN | $15.6M | 12.24% | 0.01% | -42.5% | Q3 2023 |
| APG | $14.5M | 11.37% | 0.08% | -25.6% | Q1 2024 |
| AMZN | $13.3M | 10.44% | 0.00% | -16.2% | Q1 2025 |
| ORLY | $12M | 9.39% | 0.02% | -12.3% | Q2 2024 |
| MLM | $10.9M | 8.53% | 0.03% | -25.5% | Q1 2025 |
| GE | $10.7M | 8.37% | 0.00% | -16.7% | Q2 2024 |
| APH | $8.04M | 6.30% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| HLT | $26M | 13.85% | 0.04% | Not reported | Q3 2018 |
| LIN | $23.4M | 12.43% | 0.01% | +6.8% | Q3 2023 |
| TSM | $18.8M | 10.02% | 0.00% | -16.0% | Q2 2024 |
| APG | $18.4M | 9.80% | 0.12% | +23.4% | Q1 2024 |
| AMZN | $17.6M | 9.37% | 0.00% | -14.5% | Q1 2025 |
 PLNT | $15.5M | 8.26% | 143044.00% | +15.6% | Q1 2019 |
| MLM | $15.5M | 8.22% | 0.04% | -17.4% | Q1 2025 |
| GE | $13.9M | 7.40% | 0.00% | -19.1% | Q2 2024 |
 MCO | $13.7M | 7.30% | 0.02% | Not reported | Q4 2024 |
| ORLY | $13.5M | 7.18% | 0.02% | Not reported | Q2 2024 |
 AJG | $11.6M | 6.15% | 0.02% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| LIN | $24.4M | 12.06% | 0.01% | +16.8% | Q3 2023 |
| HLT | $23.5M | 11.63% | 0.04% | -16.8% | Q3 2018 |
| TSM | $20.6M | 10.20% | 0.00% | -1.3% | Q2 2024 |
| AMZN | $19.6M | 9.70% | 0.00% | +19.2% | Q1 2025 |
| MLM | $18.9M | 9.37% | 0.05% | +57.1% | Q1 2025 |
| GE | $16.8M | 8.31% | 0.01% | -30.1% | Q2 2024 |
| ORLY | $16M | 7.90% | 0.02% | +24.7% | Q2 2024 |
| AJG | $13.8M | 6.85% | 0.02% | New | Q3 2025 |
| APG | $13.4M | 6.63% | 0.09% | -13.0% | Q1 2024 |
| PLNT | $12.8M | 6.35% | 123706.00% | Not reported | Q1 2019 |
 PGR | $6.91M | 3.42% | 0.00% | +32.6% | Q1 2025 |
 GEV | $5.4M | 2.67% | 0.00% | +33.8% | Q4 2024 |