Pelham Capital Ltd.
LONDON X0 · SEC CIK 0001654111
$1.76亿2026Q2 申报市值
12持仓数
93.4%前十大占比 · 第一大 15.1%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$1,707.95万
STX 新建仓+$996.27万
MDLN 新建仓+$590.01万
ORLY 加仓+$309.51万
AMZN 加仓+$184.83万
2026Q2 卖出最多 按季末市值估算
MLM 减仓-$497.29万
GE 减仓-$310.42万
APG 减仓-$257.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $568.45万 | 3.24% | 9,857 | -8,623 | -46.7% | -$497.29万 | 减仓 |
| MDLN | MEDLINE INC | $590.01万 | 3.36% | 149,598 | 149,598 | — | $590.01万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $996.27万 | 5.67% | 10,324 | 10,324 | — | $996.27万 | 新建仓 |
| GE | GE AEROSPACE | $1,095.59万 | 6.24% | 29,315 | -8,306 | -22.1% | -$310.42万 | 减仓 |
| APH | AMPHENOL CORP | $1,122.54万 | 6.39% | 63,665 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $1,258.74万 | 7.17% | 297,222 | -60,778 | -17.0% | -$257.39万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,504.54万 | 8.57% | 163,377 | 33,610 | 25.9% | $309.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,707.95万 | 9.73% | 85,359 | 85,359 | — | $1,707.95万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,709.61万 | 9.74% | 71,730 | 7,755 | 12.1% | $184.83万 | 加仓 |
| LIN | LINDE PLC | $1,782.92万 | 10.15% | 34,357 | 2,857 | 9.1% | $148.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,578.88万 | 14.69% | 54,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,643.68万 | 15.06% | 80,000 | 0 | 0.0% | — | 不变 |