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Portfolio (Quarterly) Guide ↗

ENGLISH CAPITAL MANAGEMENT LLC

· CIK 0002010442
13F Portfolio $171M AUM 36 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 3 Added 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 21,779.0 $4.5M 2.66% NEW $208.27 +27.4%
2 MSFT MICROSOFT CORP Technology 12,164.0 $4.5M 2.64% NEW $370.17 +12.4%
3 SE SEA LTD Consumer Cyclical 43,631.0 $3.6M 2.12% NEW $82.81 +7.5%
4 AMCOR PLC 75,823.0 $3.0M 1.76% NEW $39.75

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
Technology 31.9%
Financial Services 17.5%
Industrials 15.5%
Healthcare 11.8%
Consumer Cyclical 10.9%
Communication Services 6.6%
Energy 3.7%
Consumer Defensive 2.1%