ARP Global Capital Ltd — 13F holdings

ARP Global Capital Ltd reported 25 holdings worth $232M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. LLY ELI LILLY & CO — $33.9M (14.6%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $26.5M (11.4%)
3. TSLA TESLA INC — $19.7M (8.5%)
4. NVDA NVIDIA CORPORATION — $13.8M (6.0%)
5. AMAT APPLIED MATLS INC — $11.9M (5.1%)
6. HUT HUT 8 CORP — $10.3M (4.4%)
7. FSLR FIRST SOLAR INC — $9.81M (4.2%)
8. XME SPDR SERIES TRUST — $9.60M (4.1%)
9. CCJ CAMECO CORP — $9.37M (4.0%)
10. HOOD ROBINHOOD MKTS INC — $9.28M (4.0%)