Pelham Capital Ltd. — 13F holdings

Pelham Capital Ltd. reported 12 holdings worth $176M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. HLT HILTON WORLDWIDE HLDGS INC — $26.4M (15.1%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $25.8M (14.7%)
3. LIN LINDE PLC — $17.8M (10.2%)
4. AMZN AMAZON COM INC — $17.1M (9.7%)
5. NVDA NVIDIA CORPORATION — $17.1M (9.7%)
6. ORLY OREILLY AUTOMOTIVE INC — $15.0M (8.6%)
7. APG API GROUP CORP — $12.6M (7.2%)
8. APH AMPHENOL CORP NEW — $11.2M (6.4%)
9. GE GE AEROSPACE — $11.0M (6.2%)
10. STX SEAGATE TECHNOLOGY HLDNGS PL — $9.96M (5.7%)