# Tejara Capital Ltd: Form 13F holdings

An institutional investment manager in London. SEC CIK 1879713.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $243.3m
- Positions: 66 (66 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1879713/000121465926009881/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DIVERSIFIED ENERGY CO (DEC)](/companies/dec.md) | COMMON STOCK | $25.3m | 10.4% | 1,828,668 |  | Added +158,837 |
| [FIDELITY NATL INFORMATION SV (FIS)](/companies/fis.md) | COM | $11.4m | 4.7% | 292,811 |  | Added +95,000 |
| ESTABLISHMENT LABS HLDGS INC | COM | $11.2m | 4.6% | 130,979 |  | Reduced −177,644 |
| [ANTERO RESOURCES CORP (AR)](/companies/ar.md) | COM | $10.0m | 4.1% | 284,400 |  | Added +103,700 |
| [MARAVAI LIFESCIENCES HLDGS I (MRVI)](/companies/mrvi.md) | COM CL A | $10.0m | 4.1% | 1,595,345 |  | Reduced −1,899,842 |
| [GLOBAL PMTS INC (GPN)](/companies/gpn.md) | COM | $9.6m | 3.9% | 132,155 |  | Reduced −26,400 |
| [DNOW INC (DNOW)](/companies/dnow.md) | COM | $9.4m | 3.9% | 723,399 |  | Reduced −628,677 |
| [CORE NATURAL RESOURCES INC (CNR)](/companies/cnr.md) | COM SHS | $8.6m | 3.5% | 107,109 |  | Added +20,300 |
| [CERTARA INC (CERT)](/companies/cert.md) | COM | $8.5m | 3.5% | 1,292,721 |  | Added +500,600 |
| [BILL HOLDINGS INC (BILL)](/companies/bill.md) | COM | $7.9m | 3.3% | 219,400 |  | Added +101,900 |
| [EXPAND ENERGY CORPORATION (EXE)](/companies/exe.md) | COM | $7.5m | 3.1% | 81,700 |  | Added +20,900 |
| NOBLE CORP PLC | ORD SHS A | $6.8m | 2.8% | 182,904 |  | Added +28,900 |
| [BLACKLINE INC (BL)](/companies/bl.md) | COM | $6.7m | 2.8% | 239,237 |  | Added +76,937 |
| [EPAM SYS INC (EPAM)](/companies/epam.md) | COM | $6.4m | 2.6% | 80,480 |  | Added +47,700 |
| [CARDIOL THERAPEUTICS INC (CRDL)](/companies/crdl.md) | COM CL A | $5.4m | 2.2% | 5,113,822 |  | Reduced −16,300 |
| [ARS PHARMACEUTICALS INC (SPRY)](/companies/spry.md) | COM | $4.9m | 2.0% | 607,039 |  | Added +396,639 |
| [ATLASSIAN CORPORATION (TEAM)](/companies/team.md) | CL A | $4.6m | 1.9% | 59,500 |  | Reduced −7,000 |
| [SCHRODINGER INC (SDGR)](/companies/sdgr.md) | COM | $4.6m | 1.9% | 280,202 |  | Reduced −108,600 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $4.4m | 1.8% | 180,000 |  | Added +145,400 |
| BORR DRILLING LTD | SHS | $4.4m | 1.8% | 1,059,318 |  | Added +243,620 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $4.0m | 1.7% | 40,760 |  | Added +4,200 |
| [ATLAS ENERGY SOLUTIONS INC (AESI)](/companies/aesi.md) | COM NEW | $3.8m | 1.6% | 231,200 |  | New +231,200 |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $3.5m | 1.4% | 16,880 |  | Added +3,560 |
| [ARCUTIS BIOTHERAPEUTICS INC (ARQT)](/companies/arqt.md) | COM | $3.0m | 1.2% | 113,084 |  | Reduced −53,107 |
| [CELANESE CORP DEL (CE)](/companies/ce.md) | COM | $2.9m | 1.2% | 63,400 |  | New +63,400 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $2.9m | 1.2% | 5,000 |  | New +5,000 |
| SEADRILL LTD | COM | $2.9m | 1.2% | 76,600 |  | Added +20,281 |
| [HERON THERAPEUTICS INC (HRTX)](/companies/hrtx.md) | COM | $2.8m | 1.1% | 6,510,795 |  | Added +174,040 |
| [HUBSPOT INC (HUBS)](/companies/hubs.md) | COM | $2.7m | 1.1% | 14,960 |  | Added +6,520 |
| [FISERV INC (FISV)](/companies/fisv.md) | COM | $2.7m | 1.1% | 54,100 |  | New +54,100 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $2.6m | 1.1% | 9,920 |  | Added +5,200 |
| [EVOLENT HEALTH INC (EVH)](/companies/evh.md) | CL A | $2.4m | 1.0% | 441,456 |  | Reduced −1,505,194 |
| VALARIS LTD | CL A | $2.3m | 1.0% | 32,200 |  | New +32,200 |
| [QUIDELORTHO CORP (QDEL)](/companies/qdel.md) | COM | $2.3m | 0.9% | 129,890 |  | Reduced −86,200 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | $2.2m | 0.9% | 42,620 |  | New +42,620 |
| [SHIFT4 PMTS INC (FOUR)](/companies/four.md) | CL A | $2.2m | 0.9% | 45,600 |  | Added +22,500 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $2.2m | 0.9% | 950 |  | New +950 |
| [WORKIVA INC (WK)](/companies/wk.md) | COM CL A | $2.0m | 0.8% | 41,650 |  | Added +4,350 |
| [WORKDAY INC (WDAY)](/companies/wday.md) | CL A | $1.9m | 0.8% | 15,900 |  | Reduced −2,600 |
| [PATTERSON-UTI ENERGY INC (PTEN)](/companies/pten.md) | COM | $1.7m | 0.7% | 182,832 |  | New +182,832 |
| [SPROUT SOCIAL INC (SPT)](/companies/spt.md) | COM CL A | $1.5m | 0.6% | 203,200 |  | Added +11,100 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $1.5m | 0.6% | 5,000 |  | New +5,000 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $1.5m | 0.6% | 9,400 |  | New +9,400 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $1.4m | 0.6% | 34,900 |  | New +34,900 |
| [MOSAIC CO (MOS)](/companies/mos.md) | COM | $1.3m | 0.5% | 61,400 |  | New +61,400 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $1.2m | 0.5% | 1,000 |  | New +1,000 |
| [GITLAB INC (GTLB)](/companies/gtlb.md) | CLASS A COM | $1.1m | 0.5% | 36,500 |  | Reduced −53,900 |
| [NUTRIEN LTD (NTR)](/companies/ntr.md) | COM | $1.0m | 0.4% | 16,500 |  | New +16,500 |
| ELASTIC N V | ORD SHS | $1.0m | 0.4% | 18,000 |  | Reduced −83,100 |
| [TIDEWATER INC NEW (TDW)](/companies/tdw.md) | COM | $999.5k | 0.4% | 15,000 |  | New +15,000 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $994.9k | 0.4% | 21,400 |  | Reduced −80,200 |
| BUNGE GLOBAL SA | COM SHS | $971.2k | 0.4% | 9,100 |  | New +9,100 |
| ALIGHT INC | COM CL A | $889.5k | 0.4% | 1,588,329 |  | Unchanged |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $821.0k | 0.3% | 20,000 |  | New +20,000 |
| [THERAPEUTICSMD INC (TXMD)](/companies/txmd.md) | COM NEW | $761.3k | 0.3% | 344,482 |  | Reduced −1,370 |
| [MEREO BIOPHARMA GROUP PLC (MREO)](/companies/mreo.md) | SPON ADS | $647.3k | 0.3% | 2,037,520 |  | Unchanged |
| [ENOVIS CORPORATION (ENOV)](/companies/enov.md) | COM | $643.8k | 0.3% | 31,100 |  | New +31,100 |
| [THE CAMPBELLS COMPANY (CPB)](/companies/cpb.md) | COM | $636.9k | 0.3% | 28,600 |  | New +28,600 |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COM | $633.4k | 0.3% | 18,200 |  | New +18,200 |
| [CONAGRA BRANDS INC (CAG)](/companies/cag.md) | COM | $629.9k | 0.3% | 46,800 |  | New +46,800 |
| [ORTHOFIX MED INC (OFIX)](/companies/ofix.md) | COM | $536.7k | 0.2% | 58,720 |  | Added +19,600 |
| [APPIAN CORP (APPN)](/companies/appn.md) | CL A | $508.4k | 0.2% | 22,200 |  | Reduced −151,100 |
| [STERLING INFRASTRUCTURE INC (STRL)](/companies/strl.md) | COM | $494.4k | 0.2% | 589 |  | New +589 |
| ISHARES INC | MSCI STH KOR ETF | $410.7k | 0.2% | 2,034 |  | New +2,034 |
| [CORE LABORATORIES INC (CLB)](/companies/clb.md) | COM | $362.3k | 0.1% | 31,097 |  | New +31,097 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $240.3k | <0.1% | 280 |  | New +280 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,100 |
| [COLLEGIUM PHARMACEUTICAL INC (COLL)](/companies/coll.md) | COM | $0 | 0.0% | 0 |  | Sold out −77,000 |
| [COMMVAULT SYS INC (CVLT)](/companies/cvlt.md) | COM | $0 | 0.0% | 0 |  | Sold out −22,100 |
| [COSAN S A (CSANY)](/companies/csany.md) | ADS | $0 | 0.0% | 0 |  | Sold out −61,250 |
| [DENTSPLY SIRONA INC (XRAY)](/companies/xray.md) | COM | $0 | 0.0% | 0 |  | Sold out −69,000 |
| FABRINET | SHS | $0 | 0.0% | 0 |  | Sold out −5,369 |
| FLUTTER ENTMT PLC | SHS | $0 | 0.0% | 0 |  | Sold out −18,440 |
| [FTAI INFRASTRUCTURE INC (FIP)](/companies/fip.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −456,946 |
| [GEO GROUP INC (GEO)](/companies/geo.md) | COM | $0 | 0.0% | 0 |  | Sold out −213,000 |
| [GILDAN ACTIVEWEAR INC (GIL)](/companies/gil.md) | COM | $0 | 0.0% | 0 |  | Sold out −51,000 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $0 | 0.0% | 0 |  | Sold out −9,120 |
| [INDIVIOR PHARMACEUTICALS INC (INDV)](/companies/indv.md) | COM | $0 | 0.0% | 0 |  | Sold out −112,400 |
| [INTEGRA LIFESCIENCES HLDGS C (IART)](/companies/iart.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −193,313 |
| KLARNA GROUP PLC | SHS | $0 | 0.0% | 0 |  | Sold out −38,300 |
| LIBERTY GLOBAL LTD | COM CL A | $0 | 0.0% | 0 |  | Sold out −193,200 |
| LIBERTY LATIN AMERICA LTD | COM CL C | $0 | 0.0% | 0 |  | Sold out −80,860 |
| NEW FORTRESS ENERGY INC | COM CL A | $0 | 0.0% | 0 |  | Sold out −1,128,296 |
| [NOV INC (NOV)](/companies/nov.md) | COM | $0 | 0.0% | 0 |  | Sold out −221,000 |
| [OPKO HEALTH INC (OPK)](/companies/opk.md) | COM | $0 | 0.0% | 0 |  | Sold out −877,941 |
| [PAYCOM SOFTWARE INC (PAYC)](/companies/payc.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| RENEW ENERGY GLOBAL PLC | CL A SHS | $0 | 0.0% | 0 |  | Sold out −255,578 |
| [ROPER TECHNOLOGIES INC (ROP)](/companies/rop.md) | COM | $0 | 0.0% | 0 |  | Sold out −8,280 |
| [SIX FLAGS ENTERTAINMENT CORP (FUN)](/companies/fun.md) | COM | $0 | 0.0% | 0 |  | Sold out −141,309 |
| STRATASYS LTD | SHS | $0 | 0.0% | 0 |  | Sold out −305,000 |
| [SYLVAMO CORP (SLVM)](/companies/slvm.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −56,805 |
| [TELADOC HEALTH INC (TDOC)](/companies/tdoc.md) | COM | $0 | 0.0% | 0 |  | Sold out −357,300 |
| [TELEFLEX INCORPORATED (TFX)](/companies/tfx.md) | COM | $0 | 0.0% | 0 |  | Sold out −121,300 |
| UNIQURE NV | SHS | $0 | 0.0% | 0 |  | Sold out −122,092 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $0 | 0.0% | 0 |  | Sold out −13,480 |
| [VIATRIS INC (VTRS)](/companies/vtrs.md) | COM | $0 | 0.0% | 0 |  | Sold out −604,520 |
| [VIKING THERAPEUTICS INC (VKTX)](/companies/vktx.md) | COM | $0 | 0.0% | 0 |  | Sold out −24,300 |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $0 | 0.0% | 0 |  | Sold out −161,789 |

Source: SEC EDGAR, Form 13F-HR, accession 0001214659-26-009881. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.