Tejara Capital Ltd — 13F Holdings & Portfolio
CIK 1879713 · latest 13F-HR filed 2026-08-11
Tejara Capital Ltd manages $243.3M in 13F-reported U.S. long-equity assets across 66 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DEC (10.42%), FIS (4.68%), ESTA (4.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions and exited 32; 18 existing positions rose in reported value and 18 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-11
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 46%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 13, 2026.
LONDON SW1W 0EB
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Abouelseoud, Amr, Ali Abdullah Control | CHIEF EXECUTIVE since Jun 2020 | Less than 5% | Individual |
| Mannan, Miyan, Mansur Control | FINANCE DIRECTOR since Feb 2011 | Less than 5% | Individual |
| TEJARA CAPITAL (JERSEY) LIMITED Control | SHAREHOLDER since Sep 2007 | 75% or more | Foreign Entity |
| Smith, Duncan, Ritchie | CHAIRMAN since Apr 2020 | Less than 5% | Individual |
| AlMuhairi, Abdulrahman, Younes Control Indirect owner via TEJARA CAPITAL (JERSEY) LIMITED | SHAREHOLDER since Dec 2023 | 75% or more | Individual |
Ownership & leadership changes · 1 filing with changes since Aug 19, 2022
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedAL OFOQ AL MUTAHIDA REAL ESTATE WLL · SHAREHOLDER · 75% or more · indirect via INTERNATIONAL OASIS HOLDING COMPANY KSCC · control person · listed since Aug 2013
- No longer listedAl Humaidhi, Najeeb, Ali · SHAREHOLDER · 75% or more · indirect via AL OFOQ AL MUTAHIDA REAL ESTATE WLL · control person · listed since Aug 2013
- No longer listedINTERNATIONAL OASIS HOLDING COMPANY KSCC · SHAREHOLDER · 75% or more · indirect via TEJARA CAPITAL (JERSEY) LIMITED · control person · listed since Aug 2013
- AddedAlMuhairi, Abdulrahman, Younes · SHAREHOLDER · 75% or more · indirect via TEJARA CAPITAL (JERSEY) LIMITED · control person
- ListedAL OFOQ AL MUTAHIDA REAL ESTATE WLL · SHAREHOLDER · 75% or more · indirect via INTERNATIONAL OASIS HOLDING COMPANY KSCC · control person
- ListedAbouelseoud, Amr, Ali Abdullah · CHIEF EXECUTIVE · Less than 5% · control person
- ListedAl Humaidhi, Najeeb, Ali · SHAREHOLDER · 75% or more · indirect via AL OFOQ AL MUTAHIDA REAL ESTATE WLL · control person
- ListedINTERNATIONAL OASIS HOLDING COMPANY KSCC · SHAREHOLDER · 75% or more · indirect via TEJARA CAPITAL (JERSEY) LIMITED · control person
- ListedMannan, Miyan, Mansur · FINANCE DIRECTOR · Less than 5% · control person
- ListedSmith, Duncan, Ritchie · CHAIRMAN · Less than 5%
- ListedTEJARA CAPITAL (JERSEY) LIMITED · SHAREHOLDER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- CERTARA INC$4.0M +87.5%
- BILL HOLDINGS INC$3.4M +76.3%
- COMCAST CORP NEW$3.4M +344.9%
- ARS PHARMACEUTICALS INC$3.2M +187.8%
- ANTERO RESOURCES CORP$2.3M +30.3%
Top Trims
- DNOW INC-$6.7M -41.7%
- ESTABLISHMENT LABS HLDGS INC-$6.3M -35.9%
- SLB LIMITED-$4.2M -80.9%
- ELASTIC N V-$4.0M -79.7%
- DIVERSIFIED ENERGY CO-$3.8M -13.0%
New Positions
- ATLAS ENERGY SOLUTIONS INC$3.8M
- CELANESE CORP DEL$2.9M
- ADVANCED MICRO DEVICES INC$2.9M
- FISERV INC$2.7M
- VALARIS LTD$2.3M
Exited Positions
- TELEFLEX INCORPORATED$14.5M
- VIATRIS INC$8.2M
- NOV INC$4.2M
- UNITEDHEALTH GROUP INC$3.6M
- GEO GROUP INC$3.6M
Tejara Capital Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIVERSIFIED ENERGY CO | DEC | 25520W107 | $25.3M | 10.42% | 1,828,668 | SH |
| 2 | FIDELITY NATL INFORMATION SV | FIS | 31620M106 | $11.4M | 4.68% | 292,811 | SH |
| 3 | ESTABLISHMENT LABS HLDGS INC | ESTA | G31249108 | $11.2M | 4.62% | 130,979 | SH |
| 4 | ANTERO RESOURCES CORP | AR | 03674X106 | $10.0M | 4.11% | 284,400 | SH |
| 5 | MARAVAI LIFESCIENCES HLDGS I | MRVI | 56600D107 | $10.0M | 4.09% | 1,595,345 | SH |
| 6 | GLOBAL PMTS INC | GPN | 37940X102 | $9.6M | 3.94% | 132,155 | SH |
| 7 | DNOW INC | DNOW | 67011P100 | $9.4M | 3.86% | 723,399 | SH |
| 8 | CORE NATURAL RESOURCES INC | CNR | 218937100 | $8.6M | 3.52% | 107,109 | SH |
| 9 | CERTARA INC | CERT | 15687V109 | $8.5M | 3.48% | 1,292,721 | SH |
| 10 | BILL HOLDINGS INC | BILL | 090043100 | $7.9M | 3.26% | 219,400 | SH |
| 11 | EXPAND ENERGY CORPORATION | EXE | 165167735 | $7.5M | 3.06% | 81,700 | SH |
| 12 | NOBLE CORP PLC | NE | G65431127 | $6.8M | 2.80% | 182,904 | SH |
| 13 | BLACKLINE INC | BL | 09239B109 | $6.7M | 2.76% | 239,237 | SH |
| 14 | EPAM SYS INC | EPAM | 29414B104 | $6.4M | 2.62% | 80,480 | SH |
| 15 | CARDIOL THERAPEUTICS INC | CRDL | 14161Y200 | $5.4M | 2.23% | 5,113,822 | SH |
| 16 | ARS PHARMACEUTICALS INC | SPRY | 82835W108 | $4.9M | 2.00% | 607,039 | SH |
| 17 | ATLASSIAN CORPORATION | TEAM | 049468101 | $4.6M | 1.90% | 59,500 | SH |
| 18 | SCHRODINGER INC | SDGR | 80810D103 | $4.6M | 1.87% | 280,202 | SH |
| 19 | COMCAST CORP NEW | CMCSA | 20030N101 | $4.4M | 1.82% | 180,000 | SH |
| 20 | BORR DRILLING LTD | BORR | G1466R173 | $4.4M | 1.80% | 1,059,318 | SH |
| 21 | SERVICENOW INC | NOW | 81762P102 | $4.0M | 1.66% | 40,760 | SH |
| 22 | ATLAS ENERGY SOLUTIONS INC | AESI | 642045108 | $3.8M | 1.58% | 231,200 | SH |
| 23 | ADOBE INC | ADBE | 00724F101 | $3.5M | 1.42% | 16,880 | SH |
| 24 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 03969K108 | $3.0M | 1.22% | 113,084 | SH |
| 25 | CELANESE CORP DEL | CE | 150870103 | $2.9M | 1.20% | 63,400 | SH |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.9M | 1.19% | 5,000 | SH |
| 27 | SEADRILL LTD | SDRL | G7997W102 | $2.9M | 1.19% | 76,600 | SH |
| 28 | HERON THERAPEUTICS INC | HRTX | 427746102 | $2.8M | 1.14% | 6,510,795 | SH |
| 29 | HUBSPOT INC | HUBS | 443573100 | $2.7M | 1.12% | 14,960 | SH |
| 30 | FISERV INC | FISV | 337738108 | $2.7M | 1.09% | 54,100 | SH |
| 31 | INTUIT | INTU | 461202103 | $2.6M | 1.06% | 9,920 | SH |
| 32 | EVOLENT HEALTH INC | EVH | 30050B101 | $2.4M | 0.98% | 441,456 | SH |
| 33 | VALARIS LTD | VAL | G9460G101 | $2.3M | 0.96% | 32,200 | SH |
| 34 | QUIDELORTHO CORP | QDEL | 219798105 | $2.3M | 0.94% | 129,890 | SH |
| 35 | LYONDELLBASELL INDUSTRIES NV | LYB | N53745100 | $2.2M | 0.92% | 42,620 | SH |
| 36 | SHIFT4 PMTS INC | FOUR | 82452J109 | $2.2M | 0.91% | 45,600 | SH |
| 37 | SANDISK CORP | SNDK | 80004C200 | $2.2M | 0.89% | 950 | SH |
| 38 | WORKIVA INC | WK | 98139A105 | $2.0M | 0.83% | 41,650 | SH |
| 39 | WORKDAY INC | WDAY | 98138H101 | $1.9M | 0.80% | 15,900 | SH |
| 40 | PATTERSON-UTI ENERGY INC | PTEN | 703481101 | $1.7M | 0.69% | 182,832 | SH |
| 41 | SPROUT SOCIAL INC | SPT | 85209W109 | $1.5M | 0.63% | 203,200 | SH |
| 42 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $1.5M | 0.61% | 5,000 | SH |
| 43 | SALESFORCE INC | CRM | 79466L302 | $1.5M | 0.61% | 9,400 | SH |
| 44 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $1.4M | 0.59% | 34,900 | SH |
| 45 | MOSAIC CO | MOS | 61945C103 | $1.3M | 0.53% | 61,400 | SH |
| 46 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.2M | 0.47% | 1,000 | SH |
| 47 | GITLAB INC | GTLB | 37637K108 | $1.1M | 0.46% | 36,500 | SH |
| 48 | NUTRIEN LTD | NTR | 67077M108 | $1.0M | 0.43% | 16,500 | SH |
| 49 | ELASTIC N V | ESTC | N14506104 | $1.0M | 0.42% | 18,000 | SH |
| 50 | TIDEWATER INC NEW | TDW | 88642R109 | $999.5K | 0.41% | 15,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $243.3M | 66 | 0001214659-26-009881 |
| 2026-03-31 | 2026-05-12 | $303.4M | 73 | 0001214659-26-005956 |
| 2025-12-31 | 2026-02-05 | $424.8M | 62 | 0001214659-26-001213 |
| 2025-09-30 | 2025-11-04 | $191.7M | 47 | 0001214659-25-015819 |
40 GROSVENOR GARDENS
LONDON SW1W 0EB