Amanah Holdings Trust
Net seller this quarter
$1.7B
20
-$24.1M
93.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $568M | 33.38% | 0.17% | Not reported | Q4 2025 |
 STX | $280M | 16.42% | 0.13% | Not reported | Q2 2025 |
 WDC | $201M | 11.82% | 0.09% | Not reported | Q4 2025 |
 LLY | $120M | 7.04% | 0.01% | Not reported | Q4 2025 |
 LITE | $116M | 6.80% | 0.15% | Not reported | Q4 2025 |
 CIEN | $98.1M | 5.76% | 0.14% | Not reported | Q4 2025 |
 APH | $67.5M | 3.96% | 0.03% | Not reported | Q2 2025 |
 GEV | $61.3M | 3.60% | 0.02% | Not reported | Q4 2025 |
 TER | $53.2M | 3.13% | 0.07% | Not reported | Q4 2025 |
 AEIS | $31.7M | 1.86% | 0.21% | Not reported | Q4 2025 |
 GWW | $28.6M | 1.68% | 0.04% | Not reported | Q4 2025 |
 MTD | $15.3M | 0.90% | 0.06% | Not reported | Q4 2025 |
 ECHO | $11.7M | 0.69% | 0.24% | Not reported | Q4 2025 |
 MT | $8.91M | 0.52% | 0.02% | Not reported | Q4 2025 |
 EPAM | $8.73M | 0.51% | 0.21% | Not reported | Q4 2025 |
 EL | $8.68M | 0.51% | Not reported | Not reported | Q4 2025 |
 ALB | $7.47M | 0.44% | 0.11% | Not reported | Q4 2025 |
 TM | $6.23M | 0.37% | 0.00% | Not reported | Q4 2025 |
 CVNA | $6.02M | 0.35% | Not reported | -80.0% | Q2 2025 |
 RIO | $4.27M | 0.25% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SNDK | $159M | 17.49% | 0.17% | Not reported | Q4 2025 |
| STX | $114M | 12.50% | 0.13% | Not reported | Q2 2025 |
| LITE | $94.9M | 10.45% | 0.19% | Not reported | Q4 2025 |
| LLY | $92M | 10.13% | 0.01% | Not reported | Q4 2025 |
| WDC | $85.2M | 9.38% | 0.09% | Not reported | Q4 2025 |
| CIEN | $77.6M | 8.55% | 0.14% | Not reported | Q4 2025 |
| APH | $48.4M | 5.32% | 0.03% | Not reported | Q2 2025 |
| GEV | $45.5M | 5.01% | 0.02% | Not reported | Q4 2025 |
| TER | $32.6M | 3.59% | 0.07% | Not reported | Q4 2025 |
| CVNA | $28.8M | 3.17% | Not reported | Not reported | Q2 2025 |
| AEIS | $27.4M | 3.02% | 0.22% | Not reported | Q4 2025 |
| GWW | $22.9M | 2.52% | 0.04% | Not reported | Q4 2025 |
| MTD | $15.1M | 1.67% | 0.06% | Not reported | Q4 2025 |
| EPAM | $14.9M | 1.64% | 0.21% | Not reported | Q4 2025 |
| ECHO | $13.5M | 1.48% | 0.24% | Not reported | Q4 2025 |
| ALB | $9.7M | 1.07% | 0.11% | Not reported | Q4 2025 |
| EL | $7.89M | 0.87% | Not reported | Not reported | Q4 2025 |
| MT | $7.69M | 0.85% | 0.02% | Not reported | Q4 2025 |
| TM | $7.63M | 0.84% | 0.00% | Not reported | Q4 2025 |
| RIO | $4.2M | 0.46% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| LLY | $107M | 15.74% | 0.01% | New | Q4 2025 |
| STX | $79.8M | 11.69% | 0.14% | Not reported | Q2 2025 |
| SNDK | $59.3M | 8.69% | 0.17% | New | Q4 2025 |
| WDC | $54.3M | 7.95% | 0.09% | New | Q4 2025 |
| APH | $51.7M | 7.58% | 0.03% | Not reported | Q2 2025 |
| LITE | $49.8M | 7.29% | 0.19% | New | Q4 2025 |
| CIEN | $46.8M | 6.85% | 0.14% | New | Q4 2025 |
| CVNA | $38.6M | 5.65% | Not reported | Not reported | Q2 2025 |
| GEV | $34.1M | 4.99% | 0.02% | New | Q4 2025 |
| EPAM | $22.5M | 3.30% | 0.20% | New | Q4 2025 |
| TER | $21.3M | 3.12% | 0.07% | New | Q4 2025 |
| GWW | $21.2M | 3.10% | 0.04% | New | Q4 2025 |
| ALB | $19.1M | 2.80% | 0.11% | New | Q4 2025 |
| AEIS | $17.8M | 2.61% | 0.22% | New | Q4 2025 |
| MTD | $16.7M | 2.45% | 0.05% | New | Q4 2025 |
| ECHO | $12.5M | 1.83% | 0.24% | New | Q4 2025 |
| EL | $11.5M | 1.69% | Not reported | New | Q4 2025 |
| TM | $7.92M | 1.16% | 0.00% | New | Q4 2025 |
| MT | $6.74M | 0.99% | 0.02% | New | Q4 2025 |
| RIO | $3.6M | 0.53% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| STX | $68.4M | 13.66% | 0.14% | Not reported | Q2 2025 |
 STRL | $65M | 12.98% | 0.62% | Not reported | Q2 2025 |
 BWXT | $51.8M | 10.35% | 0.31% | Not reported | Q2 2025 |
| APH | $47.4M | 9.46% | 0.03% | Not reported | Q2 2025 |
 HOOD | $46.9M | 9.37% | 0.14% | Not reported | Q2 2025 |
 AFRM | $37.9M | 7.58% | 0.88% | Not reported | Q2 2025 |
 CCJ | $37M | 7.39% | 0.10% | Not reported | Q2 2025 |
| CVNA | $34.5M | 6.89% | Not reported | Not reported | Q2 2025 |
 SYM | $27.5M | 5.49% | 0.09% | Not reported | Q2 2025 |
 TPC | $26.9M | 5.37% | 0.78% | Not reported | Q2 2025 |
 ICE | $25M | 4.99% | 0.03% | Not reported | Q2 2025 |
 CVI | $24.4M | 4.88% | 0.67% | Not reported | Q2 2025 |
 NPK | $5.05M | 1.01% | 0.63% | Not reported | Q2 2025 |
 STLA | $3M | 0.60% | 0.01% | -71.1% | Q2 2025 |