Brooklands Fund Management Ltd
Q3 2026 13F filing
Updated 8 days ago65 disclosed positions worth $782.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MARVELL TECHNOLOGY INC | $103.3M | 391.0K | 13.20% | — |
| 2 | A AMAZON.COM INC | $81M | 325.3K | 10.36% | Added(+2349.4%) |
| 3 | L LAM RESEARCH CORP | $46.9M | 142.8K | 6.00% | — |
| 4 | H SK HYNIX INC | $46.1M | 250.6K | 5.90% | — |
| 5 | A BROADCOM INC | $40.2M | 114.5K | 5.14% | — |
| 6 | I ICICI BANK LTD | $35.6M | 1.29M | 4.55% | — |
| 7 | M MERCADOLIBRE INC | $31.6M | 18.3K | 4.04% | — |
| 8 | R ROCKET COS INC | $30M | 2.60M | 3.83% | Added(+3330.9%) |
| 9 | R ROBLOX CORP | $29M | 685.1K | 3.71% | — |
| 10 | T TASKUS INC | $27.5M | 3.51M | 3.51% | — |
| 11 | V VISHAY INTERTECHNOLOGY INC | $25.9M | 794.6K | 3.31% | — |
| 12 | ? N/A WOLFSPEED INC | $25.4M | 902.1K | 3.24% | — |
| 13 | F FUTU HOLDINGS LTD | $25.3M | 228.7K | 3.23% | — |
| 14 | F FIGURE TECHNOLOGY SOLUTIONS INC | $24.6M | 852.7K | 3.14% | — |
| 15 | ? N/A AEVA TECHNOLOGIES INC | $23.2M | 1.65M | 2.96% | — |
| 16 | L LUMEXA IMAGING HOLDINGS INC | $21.6M | 2.11M | 2.76% | — |
| 17 | B BRUKER CORP | $20.1M | 309.8K | 2.56% | — |
| 18 | M MICROSOFT CORP | $18M | 35.0K | 2.29% | — |
| 19 | E EXPAND ENERGY CORP | $11.3M | 134.2K | 1.44% | Added(+1.5%) |
| 20 | H HEICO CORP | $11.1M | 48.6K | 1.42% | — |
| 21 | P PBF ENERGY INC | $7.9M | 102.2K | 1.01% | Trimmed(-18.4%) |
| 22 | H HURCO COS INC | $7.7M | 354.1K | 0.98% | Unchanged |
| 23 | R RYANAIR HOLDINGS PLC | $7.6M | 137.9K | 0.97% | — |
| 24 | F FIRST SOLAR INC | $7.4M | 42.2K | 0.95% | Added(+89.1%) |
| 25 | M MOODY'S CORP | $6.8M | 14.9K | 0.86% | — |
| 26 | F FORGENT POWER SOLUTIONS INC | $6.1M | 162.0K | 0.78% | Added(+48.9%) |
| 27 | G ALPHABET INC | $5.6M | 112.9K | 0.71% | Added(+249.9%) |
| 28 | V VISA INC | $5.3M | 14.7K | 0.68% | — |
| 29 | E ELEVANCE HEALTH INC | $5M | 12.8K | 0.63% | Trimmed(-39.5%) |
| 30 | C CANADIAN NATIONAL RAILWAY CO | $4.1M | 34.2K | 0.52% | — |
| 31 | U UNITEDHEALTH GROUP INC | $4M | 10.8K | 0.51% | Trimmed(-40.6%) |
| 32 | D DARLING INGREDIENTS INC | $3.8M | 62.3K | 0.48% | Trimmed(-35.4%) |
| 33 | O OVINTIV INC | $3.2M | 56.0K | 0.41% | — |
| 34 | S SOLARIS ENERGY INFRASTRUCTURE INC | $2.9M | 40.5K | 0.37% | — |
| 35 | A AMARIN CORP PLC | $2.8M | 218.4K | 0.36% | Added(+23.1%) |
| 36 | S SIGMA LITHIUM CORP | $2.8M | 300.0K | 0.36% | — |
| 37 | B BP PLC | $2.8M | 62.6K | 0.35% | — |
| 38 | C CANADIAN NATURAL RESOURCES LTD | $2.6M | 54.7K | 0.33% | — |
| 39 | K KYNDRYL HLDGS INC | $2.3M | 206.4K | 0.30% | — |
| 40 | A AGNC INVT CORP | $2.3M | 248.1K | 0.29% | — |
| 41 | M MAXCYTE INC | $1.8M | 1.56M | 0.22% | Trimmed(-45.1%) |
| 42 | R SLB LTD | $1.6M | 32.0K | 0.20% | Trimmed(-33.3%) |
| 43 | V VANGUARD REAL ESTATE ETF | $1.2M | 13.3K | 0.15% | — |
| 44 | Z ZOETIS INC | $1.2M | 18.8K | 0.15% | Unchanged |
| 45 | N NEXTPOWER INC | $1M | 13.4K | 0.13% | Added(+81.4%) |
| 46 | S SPDR S&P 500 ETF TR | $763K | 1.0K | 0.10% | — |
| 47 | Q INVESCO QQQ TR | $740K | 1.0K | 0.09% | — |
| 48 | T TANDY LEATHER FACTORY INC | $538K | 215.7K | 0.07% | Unchanged |
| 49 | D DEERE & CO | $403K | 600 | 0.05% | — |
| 50 | C THE CIGNA GROUP | $381K | 1.4K | 0.05% | — |