Arini Capital Management Ltd — 13F Holdings & Portfolio

CIK 2056819 · latest 13F-HR filed 2026-08-14

Arini Capital Management Ltd manages $974.7M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ECHO (50.39%), AMBP (10.16%), SABR (8.38%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position, exited 0, added to 0, and trimmed 0.

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.

Filer Information
Address
2 PARK ST
2ND AND 3RD FLOOR
LONDON W1K 2HX
Phone
442030035733
Filing Manager
Arini Capital Management Ltd
LONDON, X0
Signatory
Hamza Lemssouguer
Founder and Chief Investment Officer
Loading holdings…
AUM

$974.7M

Long-equity book

Holdings

28

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −0 / ↑0 / ↓0

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • ECHOSTAR CORP$491.2M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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 ECHOSTAR CORP ECHO 278768106 $491.2M 50.39% 4,839,158 SH
2 ARDAGH METAL PACKAGING S A AMBP L02235106 $99.1M 10.16% 20,899,209 SH
3 SABRE CORP SABR 78573M104 $81.7M 8.38% 39,100,000 SH
4 CLARITEV CORPORATION CTEV 62548M209 $52.3M 5.37% 1,534,687 SH
5 CAESARS ENTERTAINMENT INC NE CZR 12769G100 $35.8M 3.67% 1,185,542 SH
6 MICROSOFT CORP MSFT 594918104 $30.1M 3.08% 80,600 SH
7 APPLE INC AAPL 037833100 $23.3M 2.39% 80,600 SH
8 EXXON MOBIL CORP XOM 30231G102 $17.9M 1.83% 130,800 SH
9 TESLA INC TSLA 88160R101 $16.8M 1.73% 40,000 SH
10 NVIDIA CORPORATION NVDA 67066G104 $16.1M 1.65% 80,600 SH
11 AMAZON COM INC AMZN 023135106 $9.5M 0.98% 40,000 SH
12 WELLTOWER INC WELL 95040Q104 $9.1M 0.93% 40,000 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $8.7M 0.89% 15,000 SH
14 LAM RESEARCH CORP LRCX 512807306 $8.7M 0.89% 20,000 SH
15 DANAHER CORP DEL DHR 235851102 $7.6M 0.78% 40,000 SH
16 BROADCOM INC AVGO 11135F101 $7.6M 0.78% 20,000 SH
17 AMGEN INC AMGN 031162100 $7.2M 0.74% 20,000 SH
18 APPLIED MATLS INC AMAT 038222105 $7.2M 0.74% 10,000 SH
19 ELI LILLY & CO LLY 532457108 $7.2M 0.74% 6,000 SH
20 BANK OF AMER CORP BAC 060505104 $5.7M 0.58% 100,000 SH
21 TERADYNE INC TER 880770102 $4.8M 0.50% 10,000 SH
22 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.8M 0.50% 5,000 SH
23 BLACKROCK INC BLK 09290D101 $4.8M 0.49% 5,000 SH
24 TELEPHONE & DATA SYS INC TDS 879433829 $4.6M 0.48% 125,224 SH
25 SCHWAB CHARLES CORP SCHW 808513105 $4.6M 0.47% 50,000 SH
26 WALMART INC WMT 931142103 $4.5M 0.46% 40,000 SH
27 KYNDRYL HLDGS INC KD 50155Q100 $3.4M 0.35% 300,000 SH
28 UNITEDHEALTH GROUP INC UNH 91324P102 $249.4K 0.03% 600 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $974.7M 28 0001172661-26-003819
2026-06-30 2026-08-12 $483.6M 27 0001172661-26-003320
2026-03-31 2026-05-15 $633.8M 6 0001172661-26-002299
2025-12-31 2026-02-17 $150.3M 5 0001172661-26-001140