Vault-13

Amanah Holdings Trust

LONDON, X0 · CIK 2076121 · 13F filing filed 2026-07-17

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.

$1.7bn reported value +87.5% vs Q1 2026
20positions
93.8%in top 10
0 new 0 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).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SANDISK CORP COM SNDK SNDK 250,000 $568.4m33.38% 33.38% UnchangedShares held: Q3 2025 0, Q4 2025 250.0k, Q1 2026 250.0k, Q2 2026 250.0k
2 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 289,774 $279.6m16.42% 16.42% UnchangedShares held: Q3 2025 0, Q4 2025 289.8k, Q1 2026 289.8k, Q2 2026 289.8k
3 WESTERN DIGITAL CORP COM WDC WDC 315,000 $201.2m11.82% 11.82% UnchangedShares held: Q3 2025 0, Q4 2025 315.0k, Q1 2026 315.0k, Q2 2026 315.0k
4 ELI LILLY & CO COM LLY LLY 100,000 $119.9m7.04% 7.04% UnchangedShares held: Q3 2025 0, Q4 2025 100.0k, Q1 2026 100.0k, Q2 2026 100.0k
5 LUMENTUM HLDGS INC COM LITE LITE 135,000 $115.8m6.80% 6.80% UnchangedShares held: Q3 2025 0, Q4 2025 135.0k, Q1 2026 135.0k, Q2 2026 135.0k
6 CIENA CORP COM NEW CIEN CIEN 200,000 $98.1m5.76% 5.76% UnchangedShares held: Q3 2025 0, Q4 2025 200.0k, Q1 2026 200.0k, Q2 2026 200.0k
7 AMPHENOL CORP CL A APH APH 382,716 $67.5m3.96% 3.96% UnchangedShares held: Q3 2025 382.7k, Q4 2025 382.7k, Q1 2026 382.7k, Q2 2026 382.7k
8 GE VERNOVA INC COM GEV GEV 52,150 $61.3m3.60% 3.60% UnchangedShares held: Q3 2025 0, Q4 2025 52.1k, Q1 2026 52.1k, Q2 2026 52.1k
9 TERADYNE INC COM TER TER 110,000 $53.2m3.13% 3.13% UnchangedShares held: Q3 2025 0, Q4 2025 110.0k, Q1 2026 110.0k, Q2 2026 110.0k
10 ADVANCED ENERGY INDS COM AEIS AEIS 85,000 $31.7m1.86% 1.86% UnchangedShares held: Q3 2025 0, Q4 2025 85.0k, Q1 2026 85.0k, Q2 2026 85.0k
11 GRAINGER W W INC COM GWW GWW 21,000 $28.6m1.68% 1.68% UnchangedShares held: Q3 2025 0, Q4 2025 21.0k, Q1 2026 21.0k, Q2 2026 21.0k
12 METTLER TOLEDO INTERNATIONAL COM MTD MTD 12,000 $15.3m0.90% 0.90% UnchangedShares held: Q3 2025 0, Q4 2025 12.0k, Q1 2026 12.0k, Q2 2026 12.0k
13 ECHOSTAR CORP CL A ECHO ECHO 115,000 $11.7m0.69% 0.69% UnchangedShares held: Q3 2025 0, Q4 2025 115.0k, Q1 2026 115.0k, Q2 2026 115.0k
14 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH MT MT 148,000 $8.9m0.52% 0.52% UnchangedShares held: Q3 2025 0, Q4 2025 148.0k, Q1 2026 148.0k, Q2 2026 148.0k
15 EPAM SYS INC COM EPAM EPAM 110,000 $8.7m0.51% 0.51% UnchangedShares held: Q3 2025 0, Q4 2025 110.0k, Q1 2026 110.0k, Q2 2026 110.0k
16 LAUDER ESTEE COS INC CL A EL EL 110,000 $8.7m0.51% 0.51% UnchangedShares held: Q3 2025 0, Q4 2025 110.0k, Q1 2026 110.0k, Q2 2026 110.0k
17 ALBEMARLE CORP COM ALB ALB 135,000 $7.5m0.44% 0.44% UnchangedShares held: Q3 2025 0, Q4 2025 135.0k, Q1 2026 135.0k, Q2 2026 135.0k
18 TOYOTA MOTOR CORP ADS TM TM 37,000 $6.2m0.37% 0.37% UnchangedShares held: Q3 2025 0, Q4 2025 37.0k, Q1 2026 37.0k, Q2 2026 37.0k
19 CARVANA CO CL A CVNA CVNA 91,462 $6.0m0.35% 0.35% ReducedShares held: Q3 2025 457.3k, Q4 2025 457.3k, Q1 2026 457.3k, Q2 2026 91.5k -365.8k -365,848 -80.0%
20 RIO TINTO PLC SPONSORED ADR RIO RIO 45,000 $4.3m0.25% 0.25% UnchangedShares held: Q3 2025 0, Q4 2025 45.0k, Q1 2026 45.0k, Q2 2026 45.0k