Tejara Capital Ltd

London, X0 · CIK 1879713 · 13F filing filed 2026-08-11

Exempt reporting adviser since 2022 · limited liability company

Private funds1 (1 hedge) · $15.6m gross assets
Websitetejaracapital.com
Form ADV · 2026-08-13SEC adviser record

$243.3m reported value -19.8% vs Q1 2026

66positions

46.0%in top 10

25 new 23 added 16 reduced 32 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).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIVERSIFIED ENERGY CO COMMON STOCK DEC	DEC	1,828,668	$25.3m10.42%	10.42%	Added +158.8k	+158,837 9.5%
2	FIDELITY NATL INFORMATION SV COM FIS	FIS	292,811	$11.4m4.68%	4.68%	Added +95.0k	+95,000 48.0%
3	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	130,979	$11.2m4.62%	4.62%	Reduced -177.6k	-177,644 -57.6%
4	ANTERO RESOURCES CORP COM AR	AR	284,400	$10.0m4.11%	4.11%	Added +103.7k	+103,700 57.4%
5	MARAVAI LIFESCIENCES HLDGS I COM CL A MRVI	MRVI	1,595,345	$10.0m4.09%	4.09%	Reduced -1.9m	-1,899,842 -54.4%
6	GLOBAL PMTS INC COM GPN	GPN	132,155	$9.6m3.94%	3.94%	Reduced -26.4k	-26,400 -16.6%
7	DNOW INC COM DNOW	DNOW	723,399	$9.4m3.86%	3.86%	Reduced -628.7k	-628,677 -46.5%
8	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	107,109	$8.6m3.52%	3.52%	Added +20.3k	+20,300 23.4%
9	CERTARA INC COM CERT	CERT	1,292,721	$8.5m3.48%	3.48%	Added +500.6k	+500,600 63.2%
10	BILL HOLDINGS INC COM BILL	BILL	219,400	$7.9m3.26%	3.26%	Added +101.9k	+101,900 86.7%
11	EXPAND ENERGY CORPORATION COM EXE	EXE	81,700	$7.5m3.06%	3.06%	Added +20.9k	+20,900 34.4%
12	NOBLE CORP PLC ORD SHS A NE	NE	182,904	$6.8m2.80%	2.80%	Added +28.9k	+28,900 18.8%
13	BLACKLINE INC COM BL	BL	239,237	$6.7m2.76%	2.76%	Added +76.9k	+76,937 47.4%
14	EPAM SYS INC COM EPAM	EPAM	80,480	$6.4m2.62%	2.62%	Added +47.7k	+47,700 145.5%
15	CARDIOL THERAPEUTICS INC COM CL A CRDL	CRDL	5,113,822	$5.4m2.23%	2.23%	Reduced -16.3k	-16,300 -0.3%
16	ARS PHARMACEUTICALS INC COM SPRY	SPRY	607,039	$4.9m2.00%	2.00%	Added +396.6k	+396,639 188.5%
17	ATLASSIAN CORPORATION CL A TEAM	TEAM	59,500	$4.6m1.90%	1.90%	Reduced -7.0k	-7,000 -10.5%
18	SCHRODINGER INC COM SDGR	SDGR	280,202	$4.6m1.87%	1.87%	Reduced -108.6k	-108,600 -27.9%
19	COMCAST CORP NEW CL A CMCSA	CMCSA	180,000	$4.4m1.82%	1.82%	Added +145.4k	+145,400 420.2%
20	BORR DRILLING LTD SHS BORR	BORR	1,059,318	$4.4m1.80%	1.80%	Added +243.6k	+243,620 29.9%
21	SERVICENOW INC COM NOW	NOW	40,760	$4.0m1.66%	1.66%	Added +4.2k	+4,200 11.5%
22	ATLAS ENERGY SOLUTIONS INC COM NEW AESI	AESI	231,200	$3.8m1.58%	1.58%	New
23	ADOBE INC COM ADBE	ADBE	16,880	$3.5m1.42%	1.42%	Added +3.6k	+3,560 26.7%
24	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	113,084	$3.0m1.22%	1.22%	Reduced -53.1k	-53,107 -32.0%
25	CELANESE CORP DEL COM CE	CE	63,400	$2.9m1.20%	1.20%	New
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,000	$2.9m1.19%	1.19%	New
27	SEADRILL LTD COM SDRL	SDRL	76,600	$2.9m1.19%	1.19%	Added +20.3k	+20,281 36.0%
28	HERON THERAPEUTICS INC COM HRTX	HRTX	6,510,795	$2.8m1.14%	1.14%	Added +174.0k	+174,040 2.8%
29	HUBSPOT INC COM HUBS	HUBS	14,960	$2.7m1.12%	1.12%	Added +6.5k	+6,520 77.2%
30	FISERV INC COM FISV	FISV	54,100	$2.7m1.09%	1.09%	New
31	INTUIT COM INTU	INTU	9,920	$2.6m1.06%	1.06%	Added +5.2k	+5,200 110.2%
32	EVOLENT HEALTH INC CL A EVH	EVH	441,456	$2.4m0.98%	0.98%	Reduced -1.5m	-1,505,194 -77.3%
33	VALARIS LTD CL A VAL	VAL	32,200	$2.3m0.96%	0.96%	New
34	QUIDELORTHO CORP COM QDEL	QDEL	129,890	$2.3m0.94%	0.94%	Reduced -86.2k	-86,200 -39.9%
35	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	42,620	$2.2m0.92%	0.92%	New
36	SHIFT4 PMTS INC CL A FOUR	FOUR	45,600	$2.2m0.91%	0.91%	Added +22.5k	+22,500 97.4%
37	SANDISK CORP COM SNDK	SNDK	950	$2.2m0.89%	0.89%	New
38	WORKIVA INC COM CL A WK	WK	41,650	$2.0m0.83%	0.83%	Added +4.3k	+4,350 11.7%
39	WORKDAY INC CL A WDAY	WDAY	15,900	$1.9m0.80%	0.80%	Reduced -2.6k	-2,600 -14.1%
40	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	182,832	$1.7m0.69%	0.69%	New
41	SPROUT SOCIAL INC COM CL A SPT	SPT	203,200	$1.5m0.63%	0.63%	Added +11.1k	+11,100 5.8%
42	MARVELL TECHNOLOGY INC COM MRVL	MRVL	5,000	$1.5m0.61%	0.61%	New
43	SALESFORCE INC COM CRM	CRM	9,400	$1.5m0.61%	0.61%	New
44	DEVON ENERGY CORP NEW COM DVN	DVN	34,900	$1.4m0.59%	0.59%	New
45	MOSAIC CO NEW COM MOS	MOS	61,400	$1.3m0.53%	0.53%	New
46	MICRON TECHNOLOGY INC COM MU	MU	1,000	$1.2m0.47%	0.47%	New
47	GITLAB INC CLASS A COM GTLB	GTLB	36,500	$1.1m0.46%	0.46%	Reduced -53.9k	-53,900 -59.6%
48	NUTRIEN LTD COM NTR	NTR	16,500	$1.0m0.43%	0.43%	New
49	ELASTIC N V ORD SHS ESTC	ESTC	18,000	$1.0m0.42%	0.42%	Reduced -83.1k	-83,100 -82.2%
50	TIDEWATER INC NEW COM TDW	TDW	15,000	$999.5k0.41%	0.41%	New
51	SCHLUMBERGER LTD COM STK SLB	SLB	21,400	$994.9k0.41%	0.41%	Reduced -80.2k	-80,200 -78.9%
52	BUNGE GLOBAL SA COM SHS BG	BG	9,100	$971.2k0.40%	0.40%	New
53	ALIGHT INC COM CL A ALIT	ALIT	1,588,329	$889.5k0.37%	0.37%	Unchanged
54	NIKE INC CL B NKE	NKE	20,000	$821.0k0.34%	0.34%	New
55	THERAPEUTICSMD INC COM NEW TXMD	TXMD	344,482	$761.3k0.31%	0.31%	Reduced -1.4k	-1,370 -0.4%
56	MEREO BIOPHARMA GROUP PLC SPON ADS MREO	MREO	2,037,520	$647.3k0.27%	0.27%	Unchanged
57	ENOVIS CORPORATION COM ENOV	ENOV	31,100	$643.8k0.26%	0.26%	New
58	CAMPBELL SOUP CO COM CPB	CPB	28,600	$636.9k0.26%	0.26%	New
59	GENERAL MLS INC COM GIS	GIS	18,200	$633.4k0.26%	0.26%	New
60	CONAGRA BRANDS INC COM CAG	CAG	46,800	$629.9k0.26%	0.26%	New
61	ORTHOFIX MED INC COM OFIX	OFIX	58,720	$536.7k0.22%	0.22%	Added +19.6k	+19,600 50.1%
62	APPIAN CORP CL A APPN	APPN	22,200	$508.4k0.21%	0.21%	Reduced -151.1k	-151,100 -87.2%
63	STERLING INFRASTRUCTURE INC COM STRL	STRL	589	$494.4k0.20%	0.20%	New
64	ISHARES INC MSCI STH KOR ETF EWY	EWY	2,034	$410.7k0.17%	0.17%	New
65	CORE LABORATORIES INC COM CLB	CLB	31,097	$362.3k0.15%	0.15%	New
66	LUMENTUM HLDGS INC COM LITE	LITE	280	$240.3k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TELEFLEX INCORPORATED TFX	TFX	121,300	$14.5m121.3k shares
VIATRIS INC VTRS	VTRS	604,520	$8.2m604.5k shares
NOV INC NOV	NOV	221,000	$4.2m221.0k shares
UNITEDHEALTH GROUP INC UNH	UNH	13,480	$3.6m13.5k shares
GEO GROUP INC NEW GEO	GEO	213,000	$3.6m213.0k shares
INDIVIOR PHARMACEUTICALS INC INDV	INDV	112,400	$3.4m112.4k shares
ROPER TECHNOLOGIES INC ROP	ROP	8,280	$2.9m8.3k shares
GILDAN ACTIVEWEAR INC GIL	GIL	51,000	$2.8m51.0k shares
FABRINET FN	FN	5,369	$2.8m5.4k shares
COLLEGIUM PHARMACEUTICAL INC COLL	COLL	77,000	$2.5m77.0k shares
SIX FLAGS ENTERTAINMENT CORP FUN	FUN	141,309	$2.5m141.3k shares
SYLVAMO CORP SLVM	SLVM	56,805	$2.4m56.8k shares
STRATASYS LTD SSYS	SSYS	305,000	$2.4m305.0k shares
LIBERTY GLOBAL LTD LBTYA	LBTYA	193,200	$2.3m193.2k shares
FTAI INFRASTRUCTURE INC FIP	FIP	456,946	$2.3m456.9k shares
UNIQURE NV QURE	QURE	122,092	$2.0m122.1k shares
TELADOC HEALTH INC TDOC	TDOC	357,300	$1.9m357.3k shares
FLUTTER ENTMT PLC FLUT	FLUT	18,440	$1.9m18.4k shares
INTEGRA LIFESCIENCES HLDGS C IART	IART	193,313	$1.8m193.3k shares
COMMVAULT SYS INC CVLT	CVLT	22,100	$1.7m22.1k shares
HUMANA INC HUM	HUM	9,120	$1.6m9.1k shares
VIR BIOTECHNOLOGY INC VIR	VIR	161,789	$1.4m161.8k shares
PAYCOM SOFTWARE INC PAYC	PAYC	10,000	$1.2m10.0k shares
RENEW ENERGY GLOBAL PLC RNW	RNW	255,578	$1.2m255.6k shares
OPKO HEALTH INC OPK	OPK	877,941	$1.0m877.9k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
CARDIOL THERAPEUTICS INC CRDL · 13G · filed 2026-09-23	CRDL	5.3%≈ $6.2m	+0.1 pts	13G	2026-09-23