ARP Global Capital Ltd

DUBAI, C0 · CIK 2074760 · 13F filing filed 2026-08-14

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.

Others nearbyDubai

$227.6m reported value +34.0% vs Q1 2026

23positions

67.8%in top 10

15 new 2 added 5 reduced 10 sold out vs Q1 2026

Options: 2 call positions ($4.3m notional), 0 put positions (— notional) – listed below, not included above.

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	ELI LILLY & CO COM LLY	LLY	28,295	$33.9m14.91%	14.91%	Added +22.8k	+22,760 411.2%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	55,532	$26.5m11.65%	11.65%	Reduced -5.2k	-5,213 -8.6%
3	TESLA INC COM TSLA	TSLA	46,774	$19.7m8.64%	8.64%	Reduced -7.1k	-7,059 -13.1%
4	NVIDIA CORPORATION COM NVDA	NVDA	69,000	$13.8m6.07%	6.07%	New
5	APPLIED MATLS INC COM AMAT	AMAT	16,517	$11.9m5.25%	5.25%	New
6	HUT 8 CORP COM HUT	HUT	89,034	$10.3m4.52%	4.52%	New
7	FIRST SOLAR INC COM FSLR	FSLR	41,555	$9.8m4.31%	4.31%	New
8	SPDR SERIES TRUST S&P METALS MNG XME	XME	89,740	$9.6m4.22%	4.22%	New
9	CAMECO CORP COM CCJ	CCJ	91,981	$9.4m4.12%	4.12%	Reduced -4.5k	-4,537 -4.7%
10	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	92,515	$9.3m4.08%	4.08%	New
11	BLOOM ENERGY CORP COM CL A BE	BE	30,398	$9.2m4.04%	4.04%	Reduced -5.7k	-5,671 -15.7%
12	VANECK ETF TRUST OIL SERVICES ETF OIH	OIH	22,382	$8.3m3.66%	3.66%	Added +847	+847 3.9%
13	COREWEAVE INC COM CL A CRWV	CRWV	77,759	$7.7m3.40%	3.40%	New
14	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	398,958	$6.3m2.78%	2.78%	New
15	CITIGROUP INC COM NEW C	C	41,677	$5.8m2.56%	2.56%	New
16	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	72,056	$5.8m2.55%	2.55%	New
17	LAM RESEARCH CORP COM NEW LRCX	LRCX	13,020	$5.6m2.48%	2.48%	New
18	NU HLDGS LTD ORD SHS CL A NU	NU	384,467	$5.1m2.26%	2.26%	New
19	CF INDS HLDGS INC COM CF	CF	42,379	$4.6m2.02%	2.02%	New
20	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	15,698	$4.4m1.94%	1.94%	New
21	BWX TECHNOLOGIES INC COM BWXT	BWXT	20,868	$4.1m1.78%	1.78%	Reduced -3.5k	-3,542 -14.5%
22	WOLFSPEED INC COMMON STOCK WOLF	WOLF	78,923	$3.8m1.67%	1.67%	New
23	CANTOR EQUITY PARTNERS II IN CL A ORD SHS CL A ORD SHS		186,501	$2.5m1.10%	1.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES INC EWZ	EWZ	529,848	$20.3m529.8k shares
ISHARES TR EEM	EEM	351,987	$20.0m352.0k shares
SPDR SER TR XOP	XOP	60,800	$11.1m60.8k shares
VANECK ETF TRUST GDX	GDX	120,000	$11.0m120.0k shares
INVESCO EXCH TRADED FD TR II TAN	TAN	177,656	$9.9m177.7k shares
ISHARES INC EWY	EWY	78,368	$9.6m78.4k shares
SELECT SECTOR SPDR TR XLE	XLE	73,475	$4.5m73.5k shares
ENERGY FUELS INC UUUU	UUUU	175,555	$3.2m175.6k shares
NEXGEN ENERGY LTD NXE	NXE	230,000	$2.7m230.0k shares
ALTI GLOBAL INC ALTI	ALTI	225,100	$814.9k225.1k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Call	TSLA	Call	1,000	$3.1m1.0k shares	New
SPDR SERIES TRUST SPYV · Call	SPYV	Call	3,472	$1.2m3.5k shares	New