Arini Captial Management Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Arini Captial Management Ltd disclosed 27 stock positions valued at approximately $974.73M as of quarter-end June 30, 2026. The largest holdings include ECHOSTAR CORP, SABRE CORP, and CLARITEV CORPORATION.

Report Period
June 30, 2026
No. of Stocks
27
Portfolio Value
$974.73M
Holdings by Sector
Arini Captial Management Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ECHOSTAR CORPSATSTechnology50.39%4,839,158+1,387,813+40.21%$491,174,537
SABRE CORPSABRTechnology8.38%39,100,000+2,491,752+6.81%$81,719,000
CLARITEV CORPORATIONCTEVHealthcare5.37%1,534,687--$52,348,174
CAESARS ENTERTAINMENT INC NECZRConsumer Cyclical3.67%1,185,542-2,678,022-69.31%$35,779,658
MICROSOFT CORPMSFTTechnology3.08%80,600+80,600+100.00%$30,065,412
APPLE INCAAPLTechnology2.39%80,600+80,600+100.00%$23,322,416
EXXON MOBIL CORPXOMEnergy1.83%130,800+130,800+100.00%$17,882,976
TESLA INCTSLAConsumer Cyclical1.73%40,000+40,000+100.00%$16,824,000
NVIDIA CORPORATIONNVDATechnology1.65%80,600+80,600+100.00%$16,127,254
AMAZON COM INCAMZNConsumer Cyclical0.98%40,000+40,000+100.00%$9,533,600
WELLTOWER INCWELLReal Estate0.93%40,000+40,000+100.00%$9,078,800
ADVANCED MICRO DEVICES INCAMDTechnology0.89%15,000+15,000+100.00%$8,713,650
LAM RESEARCH CORPLRCXOther0.89%20,000+20,000+100.00%$8,666,600
DANAHER CORP DELDHRHealthcare0.78%40,000+40,000+100.00%$7,619,200
BROADCOM INCAVGOTechnology0.78%20,000+20,000+100.00%$7,555,000
AMGEN INCAMGNHealthcare0.74%20,000+20,000+100.00%$7,242,400
APPLIED MATLS INCAMATTechnology0.74%10,000+10,000+100.00%$7,230,000
ELI LILLY & COLLYHealthcare0.74%6,000+6,000+100.00%$7,196,580
BANK OF AMER CORPBACFinancial Services0.58%100,000+100,000+100.00%$5,698,000
TERADYNE INCTERTechnology0.50%10,000+10,000+100.00%$4,838,400
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.50%5,000+5,000+100.00%$4,825,000
BLACKROCK INCBLKOther0.49%5,000+5,000+100.00%$4,807,800
TELEPHONE & DATA SYS INCTDSCommunication Services0.48%125,224+125,224+100.00%$4,634,540
SCHWAB CHARLES CORPSCHWFinancial Services0.47%50,000+50,000+100.00%$4,613,500
WALMART INCWMTConsumer Defensive0.46%40,000+40,000+100.00%$4,530,400
KYNDRYL HLDGS INCKDTechnology0.35%300,000--$3,393,000
UNITEDHEALTH GROUP INCUNHHealthcare0.03%600+600+100.00%$249,378
Showing 27 of 27 holdings in the latest reporting period.