§ 13F · FUND PROFILE
ENGLISH CAPITAL MANAGEMENT LLC.
AUM · $217M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ARW | ARROW ELECTRS INC | 79K | $17M | 7.7% | ±0% |
| 2 | AER | AERCAP HOLDINGS NV | 69K | $10M | 4.6% | ±0% |
| 3 | AMAT | APPLIED MATLS INC | 14K | $10M | 4.6% | −33% |
| 4 | HCA | HCA HEALTHCARE INC | 53K | $10M | 4.4% | +245% |
| 5 | TXN | TEXAS INSTRS INC | 35K | $9M | 4.3% | +61% |
| 6 | SNX | TD SYNNEX CORPORATION | 18K | $9M | 4.0% | −51% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 111K | $8M | 3.9% | +516% |
| 8 | GOOG | ALPHABET INC | 24K | $8M | 3.8% | ±0% |
| 9 | CNC | CENTENE CORP DEL | 352K | $8M | 3.6% | ±0% |
| 10 | BKNG | BOOKING HOLDINGS INC | 43K | $8M | 3.5% | +2569% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENGLISH SIGNAL
AC read
ENGLISH CAPITAL MANAGEMENT LLC is a Other fund managing $217 million in assets. The fund runs a portfolio of 36 positions.
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