StockDriftsStockDriftsTop 9 Pelham Capital Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | 19.06% | 80.0K | $24.3M | -11.68%(-10.58K) | $112.40(+181.60%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 14.3% | 54.0K | $18.2M | -12.86%(-7.97K) | $165.47(+152.45%) | 2026-03-31 | |
| LIN | LINDE PLC | 12.24% | 31.5K | $15.6M | -42.52%(-23.30K) | $406.41(+25.90%) | 2026-03-31 | |
| APG | API GROUP CORP | 11.37% | 358.0K | $14.5M | -25.62%(-123.30K) | $27.65(+59.61%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 10.44% | 64.0K | $13.3M | -16.18%(-12.35K) | $207.42(+28.83%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 9.39% | 129.8K | $12.0M | -12.33%(-18.25K) | $78.84(+13.75%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 8.53% | 18.5K | $10.9M | -25.54%(-6.34K) | $530.85(+8.36%) | 2026-03-31 | |
| GE | GE AEROSPACE | 8.37% | 37.6K | $10.7M | -16.72%(-7.55K) | $165.94(+75.69%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 6.3% | 63.7K | $8.0M | new | $130.74(-1.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.52% | +112.29% |
| Top 20 Holdings Unweighted | +46.14% | +212.11% |
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