Vault-13

Pelham Capital Ltd.

LONDON, X0 · CIK 1654111 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
PELHAM CAPITAL LTD Private Limited Company · accounts to 2025-03-31FCA: Authorised · manages AIFs London 10 Authorisedmanages AIFs

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$175.6m reported value +37.6% vs Q1 2026
12positions
93.4%in top 10
3 new 3 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 HILTON WORLDWIDE HLDGS INC COM HLT HLT 80,000 $26.4m15.06% 15.06% UnchangedShares held: Q3 2025 90.6k, Q4 2025 90.6k, Q1 2026 80.0k, Q2 2026 80.0k
2 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 54,000 $25.8m14.69% 14.69% UnchangedShares held: Q3 2025 73.8k, Q4 2025 62.0k, Q1 2026 54.0k, Q2 2026 54.0k
3 LINDE PLC SHS LIN LIN 34,357 $17.8m10.15% 10.15% AddedShares held: Q3 2025 51.3k, Q4 2025 54.8k, Q1 2026 31.5k, Q2 2026 34.4k +2.9k +2,857 9.1%
4 AMAZON COM INC COM AMZN AMZN 71,730 $17.1m9.74% 9.74% AddedShares held: Q3 2025 89.3k, Q4 2025 76.3k, Q1 2026 64.0k, Q2 2026 71.7k +7.8k +7,755 12.1%
5 NVIDIA CORPORATION COM NVDA NVDA 85,359 $17.1m9.73% 9.73% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 85.4k
6 OREILLY AUTOMOTIVE INC COM ORLY ORLY 163,377 $15.0m8.57% 8.57% AddedShares held: Q3 2025 148.0k, Q4 2025 148.0k, Q1 2026 129.8k, Q2 2026 163.4k +33.6k +33,610 25.9%
7 API GROUP CORP COM STK APG APG 297,222 $12.6m7.17% 7.17% ReducedShares held: Q3 2025 390.1k, Q4 2025 481.3k, Q1 2026 358.0k, Q2 2026 297.2k -60.8k -60,778 -17.0%
8 AMPHENOL CORP CL A APH APH 63,665 $11.2m6.39% 6.39% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 63.7k, Q2 2026 63.7k
9 GE AEROSPACE COM NEW GE GE 29,315 $11.0m6.24% 6.24% ReducedShares held: Q3 2025 55.8k, Q4 2025 45.2k, Q1 2026 37.6k, Q2 2026 29.3k -8.3k -8,306 -22.1%
10 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 10,324 $10.0m5.67% 5.67% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 10.3k
11 MEDLINE INC COM CL A MDLN MDLN 149,598 $5.9m3.36% 3.36% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 149.6k
12 MARTIN MARIETTA MATLS INC COM MLM MLM 9,857 $5.7m3.24% 3.24% ReducedShares held: Q3 2025 30.1k, Q4 2025 24.8k, Q1 2026 18.5k, Q2 2026 9.9k -8.6k -8,623 -46.7%