StockDriftsStockDriftsTop 35 English Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARW | ARROW ELECTRS INC | 8.04% | 78.9K | $16.8M | +0.00%(+0) | $123.51(+67.21%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 4.8% | 68.9K | $10.0M | +0.00%(+0) | $68.49(+119.15%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.73% | 13.7K | $9.9M | -32.82%(-6.70K) | $164.07(+225.19%) | 2026-06-30 | |
| HCA | HCA HEALTHCARE INC | 4.55% | 53.4K | $9.5M | +245.48%(+37.94K) | $379.50(+10.08%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 4.51% | 35.3K | $9.4M | +60.59%(+13.33K) | $198.71(+43.26%) | 2026-06-30 | |
| SNX | TD SYNNEX CORPORATION | 4.13% | 18.1K | $8.6M | -50.95%(-18.80K) | $103.85(+146.04%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.04% | 111.4K | $8.5M | +515.58%(+93.31K) | $348.04(+21.71%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.97% | 23.5K | $8.3M | +0.00%(+0) | $157.78(+122.13%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 3.63% | 42.7K | $7.6M | +6.76%(+2.70K) | $138.00(+52.77%) | 2026-06-30 | |
| SE | SEA LTD | 3.25% | 105.0K | $6.8M | +140.65%(+61.37K) | $94.60(+36.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +67.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +66.17% |
English Capital Management LLC reports $217.23M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are ARW (8.0%), AER (4.8%) and AMAT (4.7%). The top 20 holdings account for 73.18% of reported assets. Its disclosed equity book has returned +67.58% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track English Capital Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from English Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010442). View English Capital Management LLC’s 13F filings on SEC