Portfolio (Quarterly) Guide ↗

Glenorchy Capital Ltd

· CIK 0002008506

13F Portfolio $2.7B AUM 65 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 48 Added 7 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LOMA	LOMA NEGRA C I A S A MTN 14	Basic Materials	432,065	$4.8M	0.28%	SOLD
2	IVV	ISHARES TR	—	1,118	$730K	0.04%	SOLD
3	ENIC	ENEL CHILE SA	Utilities	14,559	$57K	0.00%	SOLD

Sector Allocation

Energy 60.7%

Basic Materials 13.8%

Utilities 9.1%

Financial Services 9.0%

Industrials 5.0%

Consumer Defensive 1.7%

Communication Services 0.5%

Technology 0.2%