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Portfolio (Quarterly) Guide ↗

ARP Global Capital Ltd

· CIK 0002074760
13F Portfolio $232M AUM 25 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 2 Added 5 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY & CO Healthcare 28,295.0 $33.9M 14.63% +23K +411.2% $1199.43 -4.3%
2 OIH VANECK ETF TRUST 22,382.0 $8.3M 3.59% +847.0 +3.9% $372.03 +14.9%

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 40.2%
Healthcare 17.0%
Energy 12.5%
Financial Services 11.4%
Consumer Cyclical 9.9%
Industrials 6.7%
Basic Materials 2.3%