Tejara Capital

Tejara Capital as of June 30, 2026

Portfolio Holdings for Tejara Capital

Tejara Capital holds 66 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
Diversified Energy Common Stock (DEC) 10.4 $25M 1.8M 13.86
Fidelity National Information Services (FIS) 4.7 $11M 293k 38.88
Establishment Labs Holdings Ord (ESTA) 4.6 $11M 131k 85.81
Antero Res (AR) 4.1 $10M 284k 35.14
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 4.1 $10M 1.6M 6.24
Global Payments (GPN) 3.9 $9.6M 132k 72.56
Now (DNOW) 3.9 $9.4M 723k 12.97
Core Natural Resources Com Shs (CNR) 3.5 $8.6M 107k 80.02
Certara Ord (CERT) 3.5 $8.5M 1.3M 6.55
Bill Com Holdings Ord (BILL) 3.3 $7.9M 219k 36.16
Chesapeake Energy Corp (EXE) 3.1 $7.5M 82k 91.19
Noble Corp Ord Shs A (NE) 2.8 $6.8M 183k 37.30
Blackline (BL) 2.8 $6.7M 239k 28.07
Epam Systems (EPAM) 2.6 $6.4M 81k 79.35
Cardiol Therapeutics Com Cl A (CRDL) 2.2 $5.4M 5.1M 1.06
Silverback Therapeutics (SPRY) 2.0 $4.9M 607k 8.01
Atlassian Corporation Cl A (TEAM) 1.9 $4.6M 60k 77.79
Schrodinger (SDGR) 1.9 $4.6M 280k 16.25
Comcast Corp Cl A (CMCSA) 1.8 $4.4M 180k 24.55
Borr Drilling SHS (BORR) 1.8 $4.4M 1.1M 4.13
Servicenow (NOW) 1.7 $4.0M 41k 99.28
Atlas Energy Solutions Com New (AESI) 1.6 $3.8M 231k 16.61
Adobe Systems Incorporated (ADBE) 1.4 $3.5M 17k 205.02
Arcutis Biotherapeutics (ARQT) 1.2 $3.0M 113k 26.22
Celanese Corporation (CE) 1.2 $2.9M 63k 46.00
Advanced Micro Devices (AMD) 1.2 $2.9M 5.0k 580.91
Seadrill 2021 (SDRL) 1.2 $2.9M 77k 37.82
Heron Therapeutics (HRTX) 1.1 $2.8M 6.5M 0.43
Hubspot (HUBS) 1.1 $2.7M 15k 182.51
Fiserv (FISV) 1.1 $2.7M 54k 49.05
Intuit (INTU) 1.1 $2.6M 9.9k 261.00
Evolent Health Cl A (EVH) 1.0 $2.4M 442k 5.42
Valaris Cl A (VAL) 1.0 $2.3M 32k 72.60
Quidel Corp (QDEL) 0.9 $2.3M 130k 17.52
Lyondellbasell Industries Nv Shs - A - (LYB) 0.9 $2.2M 43k 52.65
Shift4 Pmts Cl A (FOUR) 0.9 $2.2M 46k 48.64
Sandisk Corp (SNDK) 0.9 $2.2M 950.00 2273.73
Workiva Com Cl A (WK) 0.8 $2.0M 42k 48.51
Workday Cl A (WDAY) 0.8 $1.9M 16k 122.42
Patterson-UTI Energy (PTEN) 0.7 $1.7M 183k 9.18
Sprout Social Com Cl A (SPT) 0.6 $1.5M 203k 7.55
Marvell Technology (MRVL) 0.6 $1.5M 5.0k 297.89
salesforce (CRM) 0.6 $1.5M 9.4k 156.66
Devon Energy Corporation (DVN) 0.6 $1.4M 35k 41.32
Mosaic (MOS) 0.5 $1.3M 61k 21.19
Micron Technology (MU) 0.5 $1.2M 1.0k 1154.29
Gitlab Class A Com (GTLB) 0.5 $1.1M 37k 30.53
Nutrien (NTR) 0.4 $1.0M 17k 62.95
Elastic N V Ord Shs (ESTC) 0.4 $1.0M 18k 57.02
Tidewater (TDW) 0.4 $1000k 15k 66.63
SLB Com Stk (SLB) 0.4 $995k 21k 46.49
Bunge Global Sa Com Shs (BG) 0.4 $971k 9.1k 106.73
Alight Com Cl A (ALIT) 0.4 $890k 1.6M 0.56
Nike CL B (NKE) 0.3 $821k 20k 41.05
Therapeuticsmd Com New (TXMD) 0.3 $761k 345k 2.21
Mereo Biopharma Group Spon Ads (MREO) 0.3 $647k 2.0M 0.32
Colfax Corp (ENOV) 0.3 $644k 31k 20.70
Campbell Soup Company (CPB) 0.3 $637k 29k 22.27
General Mills (GIS) 0.3 $633k 18k 34.80
ConAgra Foods (CAG) 0.3 $630k 47k 13.46
Orthofix Medical (OFIX) 0.2 $537k 59k 9.14
Appian Corp Cl A (APPN) 0.2 $508k 22k 22.90
Sterling Construction Company (STRL) 0.2 $494k 589.00 839.36
Ishares Msci Sth Kor Etf (EWY) 0.2 $411k 2.0k 201.90
Core Labs Nv (CLB) 0.1 $362k 31k 11.65
Lumentum Hldgs (LITE) 0.1 $240k 280.00 858.06