StockDriftsStockDriftsTop 37 Regents Gate Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 46.53% | 146.7K | $35.0M | +0.00%(+0) | $206.06(+33.44%) | 2026-06-30 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 2.75% | 7.1K | $2.1M | new | $293.06(+6.24%) | 2026-06-30 | |
| PH | PARKER-HANNIFIN CORP | 2.66% | 2.0K | $2.0M | -92.65%(-25.73K) | $886.02(+20.01%) | 2026-06-30 | |
| FAST | FASTENAL CO | 2.65% | 41.5K | $2.0M | new | $40.90(+28.60%) | 2026-06-30 | |
| ITW | ILLINOIS TOOL WKS INC | 2.65% | 7.4K | $2.0M | -92.12%(-86.03K) | $251.76(+17.84%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 2.62% | 5.7K | $2.0M | -54.63%(-6.88K) | $342.22(+7.21%) | 2026-06-30 | |
| PCAR | PACCAR INC | 2.6% | 16.2K | $2.0M | new | $103.28(+28.11%) | 2026-06-30 | |
| CRH | CRH PLC | 2.57% | 18.1K | $1.9M | -72.72%(-48.19K) | $91.97(+11.10%) | 2026-06-30 | |
| OTIS | OTIS WORLDWIDE CORP | 2.57% | 27.0K | $1.9M | -84.61%(-148.43K) | $82.22(-10.95%) | 2026-06-30 | |
| CHD | CHURCH & DWIGHT CO INC | 2.43% | 18.9K | $1.8M | new | $87.79(+17.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.34% |
Regents Gate Capital LLP reports $75.15M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (46.5%), APD (2.8%) and PH (2.7%). The top 20 holdings account for 89.86% of reported assets. Its disclosed equity book has returned +19.03% cumulatively over 6 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.
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Holdings on this page are parsed from Regents Gate Capital LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2020935). View Regents Gate Capital LLP’s 13F filings on SEC