Arini Capital Management Ltd

LONDON, X0 · CIK 2056819 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2024 · other (specify)

Assets managed$35.5bn
Staff121 · 55 in investment roles
Main clients (by assets)Private funds 100%
Private funds19 (8 hedge) · $31.9bn gross assets
Form ADV · 2026-06-12SEC adviser record

Legal entityARINI CAPITAL MANAGEMENT LIMITED (GB)

$1.5bn reported value +130.1% vs Q1 2026

28positions

84.9%in top 10

22 new 5 added 1 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).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ECHOSTAR CORP CL A ECHO	ECHO	4,839,158	$491.2m33.68%	33.68%	Added +1.4m	+1,387,813 40.2%
2	ARDAGH METAL PACKAGING S A SHS AMBP	AMBP	41,798,418	$198.1m13.59%	13.59%	Added +30.6m	+30,552,248 271.7%
3	SABRE CORP COM SABR	SABR	78,200,000	$163.4m11.21%	11.21%	Added +41.6m	+41,591,752 113.6%
4	CLARITEV CORPORATION CL A NEW CTEV	CTEV	3,069,374	$104.7m7.18%	7.18%	Added +1.5m	+1,534,687 100.0%
5	CAESARS ENTERTAINMENT INC NE COM CZR	CZR	2,371,084	$71.6m4.91%	4.91%	Reduced -1.5m	-1,492,480 -38.6%
6	MICROSOFT CORP COM MSFT	MSFT	161,200	$60.1m4.12%	4.12%	New
7	APPLE INC COM AAPL	AAPL	161,200	$46.6m3.20%	3.20%	New
8	EXXON MOBIL CORP COM XOM	XOM	261,600	$35.8m2.45%	2.45%	New
9	TESLA INC COM TSLA	TSLA	80,000	$33.6m2.31%	2.31%	New
10	NVIDIA CORPORATION COM NVDA	NVDA	161,200	$32.3m2.21%	2.21%	New
11	AMAZON COM INC COM AMZN	AMZN	80,000	$19.1m1.31%	1.31%	New
12	WELLTOWER INC COM WELL	WELL	80,000	$18.2m1.25%	1.25%	New
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	30,000	$17.4m1.20%	1.20%	New
14	LAM RESEARCH CORP COM NEW LRCX	LRCX	40,000	$17.3m1.19%	1.19%	New
15	DANAHER CORPORATION COM DHR	DHR	80,000	$15.2m1.04%	1.04%	New
16	BROADCOM INC COM AVGO	AVGO	40,000	$15.1m1.04%	1.04%	New
17	AMGEN INC COM AMGN	AMGN	40,000	$14.5m0.99%	0.99%	New
18	APPLIED MATLS INC COM AMAT	AMAT	20,000	$14.5m0.99%	0.99%	New
19	ELI LILLY & CO COM LLY	LLY	12,000	$14.4m0.99%	0.99%	New
20	BANK AMERICA CORP COM BAC	BAC	200,000	$11.4m0.78%	0.78%	New
21	TERADYNE INC COM TER	TER	20,000	$9.7m0.66%	0.66%	New
22	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	10,000	$9.7m0.66%	0.66%	New
23	BLACKROCK INC COM BLK	BLK	10,000	$9.6m0.66%	0.66%	New
24	TELEPHONE & DATA SYS INC COM NEW TDS	TDS	250,448	$9.3m0.64%	0.64%	New
25	SCHWAB CHARLES CORP COM SCHW	SCHW	100,000	$9.2m0.63%	0.63%	New
26	WALMART INC COM WMT	WMT	80,000	$9.1m0.62%	0.62%	New
27	KYNDRYL HLDGS INC COMMON STOCK KD	KD	600,000	$6.8m0.47%	0.47%	Added +300.0k	+300,000 100.0%
28	UNITEDHEALTH GROUP INC COM UNH	UNH	1,200	$498.8k0.03%	0.03%	New

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
SABRE CORP SABR · 13G · filed 2026-05-15	SABR	9.3%≈ $76.5m	+4.2 pts	13G	2026-05-15
CLARITEV CORPORATION CTEV · 13G · filed 2026-02-17	CTEV	9.1%≈ $51.3m	+1.5 pts	13G	2026-02-17