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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
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WB WEIBO CORP Communication Services 77,498.0 $563K 0.02% +9K +13.1% $7.26 -2.8%
62 GEOS GEOSPACE TECHNOLOGIES CORP Energy 68,488.0 $464K 0.02% -105K -60.5% $6.77 -19.9%
63 MNDO MIND C T I LTD Technology 160,513.0 $165K 0.01% -9K -5.4% $1.03 -0.5%
64 DSX CALL DIANA SHIPPING INC Industrials 15,700.0 $33K 0.00% $2.10 +28.1%
65 CALL BORR DRILLING LTD 1,000.0 $4K NEW $4.13
Page 4 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%