Pelham Capital as of June 30, 2026
Portfolio Holdings for Pelham Capital
Pelham Capital holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 15.1 | $26M | 80k | 330.46 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 14.7 | $26M | 54k | 477.57 | |
| Linde SHS (LIN) | 10.2 | $18M | 34k | 518.94 | |
| Amazon (AMZN) | 9.7 | $17M | 72k | 238.34 | |
| NVIDIA Corporation (NVDA) | 9.7 | $17M | 85k | 200.09 | |
| O'reilly Automotive (ORLY) | 8.6 | $15M | 163k | 92.09 | |
| Api Group Corp Com Stk (APG) | 7.2 | $13M | 297k | 42.35 | |
| Amphenol Corp Cl A (APH) | 6.4 | $11M | 64k | 176.32 | |
| Ge Aerospace Com New (GE) | 6.2 | $11M | 29k | 373.73 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.7 | $10M | 10k | 965.00 | |
| Medline Com Cl A (MDLN) | 3.4 | $5.9M | 150k | 39.44 | |
| Martin Marietta Materials (MLM) | 3.2 | $5.7M | 9.9k | 576.70 |
