Arini Capital Management Ltd 13F holdings
Arini Capital Management Ltd reported 28 positions with a total reported value of $1.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ECHO ECHOSTAR CORP (33.7%), AMBP ARDAGH METAL PACKAGING S A (13.6%), SABR SABRE CORP (11.2%), CTEV CLARITEV CORPORATION (7.2%), CZR CAESARS ENTERTAINMENT INC NE (4.9%). Against 2026-03-31 it opened 22 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 28 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ECHO ECHOSTAR CORP | 4,839,158 | $491.2M | 33.7% |
| AMBP ARDAGH METAL PACKAGING S A | 41,798,418 | $198.1M | 13.6% |
| SABR SABRE CORP | 78,200,000 | $163.4M | 11.2% |
| CTEV CLARITEV CORPORATION | 3,069,374 | $104.7M | 7.2% |
| CZR CAESARS ENTERTAINMENT INC NE | 2,371,084 | $71.6M | 4.9% |
| MSFT MICROSOFT CORP | 161,200 | $60.1M | 4.1% |
| AAPL APPLE INC | 161,200 | $46.6M | 3.2% |
| XOM EXXON MOBIL CORP | 261,600 | $35.8M | 2.5% |
| TSLA TESLA INC | 80,000 | $33.6M | 2.3% |
| NVDA NVIDIA CORPORATION | 161,200 | $32.3M | 2.2% |
| AMZN AMAZON COM INC | 80,000 | $19.1M | 1.3% |
| WELL WELLTOWER INC | 80,000 | $18.2M | 1.2% |
| AMD ADVANCED MICRO DEVICES INC | 30,000 | $17.4M | 1.2% |
| LRCX LAM RESEARCH CORP | 40,000 | $17.3M | 1.2% |
| DHR DANAHER CORP DEL | 80,000 | $15.2M | 1.0% |
| AVGO BROADCOM INC | 40,000 | $15.1M | 1.0% |
| AMGN AMGEN INC | 40,000 | $14.5M | 1.0% |
| APPLIED MATLS INC | 20,000 | $14.5M | 1.0% |
| LLY ELI LILLY & CO | 12,000 | $14.4M | 1.0% |
| BAC BANK OF AMER CORP | 200,000 | $11.4M | 0.8% |
| TER TERADYNE INC | 20,000 | $9.7M | 0.7% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 10,000 | $9.7M | 0.7% |
| BLK BLACKROCK INC | 10,000 | $9.6M | 0.7% |
| TDS TELEPHONE & DATA SYS INC | 250,448 | $9.3M | 0.6% |
| SCHW SCHWAB CHARLES CORP | 100,000 | $9.2M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 22 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MSFT MICROSOFT CORP | 161,200 | $60.1M | 4.1% |
| AAPL APPLE INC | 161,200 | $46.6M | 3.2% |
| XOM EXXON MOBIL CORP | 261,600 | $35.8M | 2.5% |
| TSLA TESLA INC | 80,000 | $33.6M | 2.3% |
| NVDA NVIDIA CORPORATION | 161,200 | $32.3M | 2.2% |
| AMZN AMAZON COM INC | 80,000 | $19.1M | 1.3% |
| WELL WELLTOWER INC | 80,000 | $18.2M | 1.2% |
| AMD ADVANCED MICRO DEVICES INC | 30,000 | $17.4M | 1.2% |
| LRCX LAM RESEARCH CORP | 40,000 | $17.3M | 1.2% |
| DHR DANAHER CORP DEL | 80,000 | $15.2M | 1.0% |
| AVGO BROADCOM INC | 40,000 | $15.1M | 1.0% |
| AMGN AMGEN INC | 40,000 | $14.5M | 1.0% |
| APPLIED MATLS INC | 20,000 | $14.5M | 1.0% |
| LLY ELI LILLY & CO | 12,000 | $14.4M | 1.0% |
| BAC BANK OF AMER CORP | 200,000 | $11.4M | 0.8% |
| TER TERADYNE INC | 20,000 | $9.7M | 0.7% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 10,000 | $9.7M | 0.7% |
| BLK BLACKROCK INC | 10,000 | $9.6M | 0.7% |
| TDS TELEPHONE & DATA SYS INC | 250,448 | $9.3M | 0.6% |
| SCHW SCHWAB CHARLES CORP | 100,000 | $9.2M | 0.6% |
| WMT WALMART INC | 80,000 | $9.1M | 0.6% |
| UNH UNITEDHEALTH GROUP INC | 1,200 | $498.8K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMBP ARDAGH METAL PACKAGING S A | 11,246,170 | 41,798,418 | +271.7% | $198.1M |
| ECHO ECHOSTAR CORP | 3,451,345 | 4,839,158 | +40.2% | $491.2M |
| SABR SABRE CORP | 36,608,248 | 78,200,000 | +113.6% | $163.4M |
| CTEV CLARITEV CORPORATION | 1,534,687 | 3,069,374 | +100.0% | $104.7M |
| KD KYNDRYL HLDGS INC | 300,000 | 600,000 | +100.0% | $6.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CZR CAESARS ENTERTAINMENT INC NE | 3,863,564 | 2,371,084 | -38.6% | $71.6M |
CIK 2056819 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
