ENGLISH CAPITAL MANAGEMENT LLC: 13F holdings
CIK 20104422026Q2
| Positions | 36 |
|---|---|
| Reported value | $213.7m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ARW ARROW ELECTRS INC | 78,875 | $16.8m | 7.9% |
| AERCAP HOLDINGS NV | 68,933 | $10.0m | 4.7% |
| AMAT APPLIED MATLS INC | 13,719 | $9.9m | 4.6% |
| HCA HCA HEALTHCARE INC | 53,401 | $9.5m | 4.5% |
| TXN TEXAS INSTRS INC | 35,330 | $9.4m | 4.4% |
| SNX TD SYNNEX CORPORATION | 18,098 | $8.6m | 4.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 111,407 | $8.5m | 4.0% |
| GOOG ALPHABET INC | 23,537 | $8.3m | 3.9% |
| BKNG BOOKING HOLDINGS INC | 42,676 | $7.6m | 3.6% |
| SE SEA LTD | 105,000 | $6.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010442")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.