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Tejara Capital Ltd

CIK 1879713 · latest 13F filed 11 August 2026 · Read the filing on EDGAR

Tejara Capital Ltd reported 66 US-listed holdings worth $243.3 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Diversified Energy Co. Common Stock (10.4%), Fidelity National Information Services, Inc. (4.7%) and Establishment Labs Holdings In (4.6%). Against the quarter before, it opened 25 positions, added to 23, trimmed 16 and sold out of 32.

Reported holdings$243.3M-19.8% on Q1 2026
Positions66-7 on Q1 2026
The largest ten46.0%of its reported holdings
Latest 13FQ2 2026filed 11 August 2026
Where the money is
Added toTrimmed
DEC10.4%FIS4.7%ESTA4.6%AR4.1%MRVI4.1%GPN3.9%DNOW3.9%CNR3.5%CERT3.5%BILL3.3%EXE3.1%NE2.8%BL2.8%EPAM2.6%52 more42.8%

The 14 largest of its 66 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $209.6 million in 55 positions$210MQ3 24Q4 2024: $152.6 million in 54 positions$153MQ4 24Q1 2025: $202.9 million in 74 positions$203MQ1 25Q2 2025: $215.7 million in 70 positions$216MQ2 25Q3 2025: $182.4 million in 46 positions$182MQ3 25Q4 2025: $240.6 million in 61 positions$241MQ4 25Q1 2026: $303.4 million in 73 positions$303MQ1 26Q2 2026: $243.3 million in 66 positions$243MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +38.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +38.3%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 25Added 23Held 2Trimmed 16Sold out 32
Opened: 25Added: 23Held: 2Trimmed: 16Sold out: 32

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 25

  1. Atlas Energy Solutions Inc. AESI$3.8 million
  2. Celanese Corp. CE$2.9 million
  3. Advanced Micro Devices Inc. AMD$2.9 million
  4. Fiserv Inc. FISV$2.7 million
  5. Valaris Ltd. VAL$2.3 million
  6. LyondellBasell Industries N.V. LYB$2.2 million
  7. Sandisk Corp. SNDK$2.2 million
  8. Patterson-UTI Energy, Inc. PTEN$1.7 million

and 17 more in the table below

Added to 23

  1. Epam Systems, Inc. EPAM+47,700 shares · +146%
  2. Fidelity National Information Services, Inc. FIS+95,000 shares · +48%
  3. Bill Holdings, Inc. BILL+101,900 shares · +87%
  4. Antero Resources Corp. AR+103,700 shares · +57%
  5. Comcast Corp. CMCSA+145,400 shares · +420%
  6. Certara, Inc. CERT+500,600 shares · +63%
  7. Ars Pharmaceuticals Inc. SPRY+396,639 shares · +189%
  8. Diversified Energy Co. Common Stock DEC+158,837 shares · +10%

and 15 more in the table below

Trimmed 16

  1. Establishment Labs Holdings In ESTA-177,644 shares · -58%
  2. Maravai Lifesciences Hldgs I MRVI-1.9 million shares · -54%
  3. Evolent Health Inc. EVH-1.5 million shares · -77%
  4. Dnow Inc. DNOW-628,677 shares · -46%
  5. Elastic N V ESTC-83,100 shares · -82%
  6. SLB Limited SLB-80,200 shares · -79%
  7. Appian Corp. APPN-151,100 shares · -87%
  8. Global Payments Inc. GPN-26,400 shares · -17%

and 8 more in the table below

Sold out of 32

  1. Teleflex Inc. TFX$14.5 million last quarter
  2. Viatris Inc. VTRS$8.2 million last quarter
  3. NOV Inc. NOV$4.2 million last quarter
  4. UnitedHealth Group Inc. UNH$3.6 million last quarter
  5. GEO Group Inc. GEO$3.6 million last quarter
  6. Indivior Pharmaceuticals, Inc. INDV$3.4 million last quarter
  7. Roper Technologies Inc. ROP$2.9 million last quarter
  8. Gildan Activewear Inc. GIL$2.8 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Diversified Energy Co. Common Stock DEC1.8M$25.3 million10.42%+158.8K
Fidelity National Information Services, Inc. FIS292.8K$11.4 million4.68%+95.0K
Establishment Labs Holdings In ESTA131.0K$11.2 million4.62%-177.6K
Antero Resources Corp. AR284.4K$10.0 million4.11%+103.7K
Maravai Lifesciences Hldgs I MRVI1.6M$10.0 million4.09%-1.9M
Global Payments Inc. GPN132.2K$9.6 million3.94%-26.4K
Dnow Inc. DNOW723.4K$9.4 million3.86%-628.7K
Core Natural Resources, Inc. CNR107.1K$8.6 million3.52%+20.3K
Certara, Inc. CERT1.3M$8.5 million3.48%+500.6K
Bill Holdings, Inc. BILL219.4K$7.9 million3.26%+101.9K
Expand Energy Corp. EXE81.7K$7.5 million3.06%+20.9K
Noble Corp. plc NE182.9K$6.8 million2.80%+28.9K
Blackline, Inc. BL239.2K$6.7 million2.76%+76.9K
Epam Systems, Inc. EPAM80.5K$6.4 million2.62%+47.7K
Cardiol Therapeutics Inc. CRDL5.1M$5.4 million2.23%-16.3K
Ars Pharmaceuticals Inc. SPRY607.0K$4.9 million2.00%+396.6K
Atlassian Corporation TEAM59.5K$4.6 million1.90%-7.0K
Schrodinger, Inc. SDGR280.2K$4.6 million1.87%-108.6K
Comcast Corp. CMCSA180.0K$4.4 million1.82%+145.4K
Borr Drilling Ltd BORR1.1M$4.4 million1.80%+243.6K
ServiceNow, Inc. NOW40.8K$4.0 million1.66%+4.2K
Atlas Energy Solutions Inc. AESI231.2K$3.8 million1.58%new
Adobe Inc. ADBE16.9K$3.5 million1.42%+3.6K
Arcutis Biotherapeutics Inc. ARQT113.1K$3.0 million1.22%-53.1K
Celanese Corp. CE63.4K$2.9 million1.20%new
Advanced Micro Devices Inc. AMD5.0K$2.9 million1.19%new
Seadrill 2021 Ltd SDRL76.6K$2.9 million1.19%+20.3K
Heron Therapeutics Inc. HRTX6.5M$2.8 million1.14%+174.0K
Hubspot Inc. HUBS15.0K$2.7 million1.12%+6.5K
Fiserv Inc. FISV54.1K$2.7 million1.09%new
Intuit Inc. INTU9.9K$2.6 million1.06%+5.2K
Evolent Health Inc. EVH441.5K$2.4 million0.98%-1.5M
Valaris Ltd. VAL32.2K$2.3 million0.96%new
QuidelOrtho Corp. QDEL129.9K$2.3 million0.94%-86.2K
LyondellBasell Industries N.V. LYB42.6K$2.2 million0.92%new
SHIFT4 Pmts Inc. FOUR45.6K$2.2 million0.91%+22.5K
Sandisk Corp. SNDK950$2.2 million0.89%new
Workiva Inc. WK41.6K$2.0 million0.83%+4.3K
Workday, Inc. WDAY15.9K$1.9 million0.80%-2.6K
Patterson-UTI Energy, Inc. PTEN182.8K$1.7 million0.69%new
Sprout Social Inc. SPT203.2K$1.5 million0.63%+11.1K
Marvell Technology, Inc. MRVL5.0K$1.5 million0.61%new
Salesforce, Inc. CRM9.4K$1.5 million0.61%new
Devon Energy Corp. DVN34.9K$1.4 million0.59%new
Mosaic Co. MOS61.4K$1.3 million0.53%new
Micron Technology Inc. MU1.0K$1.2 million0.47%new
Gitlab Inc. GTLB36.5K$1.1 million0.46%-53.9K
Nutrien Ltd. NTR16.5K$1.0 million0.43%new
Elastic N V ESTC18.0K$1.0 million0.42%-83.1K
Tidewater Inc. TDW15.0K$999,4500.41%new
SLB Limited SLB21.4K$994,8860.41%-80.2K
Bunge Global SA BG9.1K$971,2430.40%new
Alight Inc. ALIT1.6M$889,4640.37%no change
Nike, Inc. NKE20.0K$821,0000.34%new
Therapeuticsmd Inc. Com New TXMD344.5K$761,3050.31%-1.4K
Mereo Biopharma Group PLC MREO2.0M$647,3200.27%no change
Enovis Corp. ENOV31.1K$643,7700.26%new
Campbell's Co. CPB28.6K$636,9220.26%new
General Mills Inc. GIS18.2K$633,3600.26%new
Conagra Brands Inc. CAG46.8K$629,9280.26%new
Orthofix Med Inc. OFIX58.7K$536,7010.22%+19.6K
Appian Corp. APPN22.2K$508,3800.21%-151.1K
Sterling Infrastructure, Inc. STRL589$494,3830.20%new
iShares Inc. EWY2.0K$410,6650.17%new
Core Laboratories Inc. CLB31.1K$362,2800.15%new
Lumentum Holdings Inc. LITE280$240,2570.10%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 32 it sold out of are in the box above.