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Portfolio (Quarterly) Guide ↗

ARP Global Capital Ltd

· CIK 0002074760
13F Portfolio $170.2B AUM 19 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 3 Added 5 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWZ ISHARES INC 529,848.0 $20.3M 11.95% NEW $38.39 -5.6%
2 EEM ISHARES TR 351,987.0 $20.0M 11.74% NEW $56.79 +14.6%
3 TAN INVESCO EXCH TRADED FD TR II 177,656.0 $9.9M 5.82% NEW $55.71 +16.6%
4 EWY ISHARES INC 78,368.0 $9.6M 5.66% NEW $123.01 +45.4%
5 OIH VANECK ETF TRUST 21,535.0 $8.7M 5.11% NEW $404.21 +9.0%
6 BE BLOOM ENERGY CORP Industrials 36,069.0 $4.9M 2.87% NEW $135.49 +103.7%
7 XLE SELECT SECTOR SPDR TR 73,475.0 $4.5M 2.65% NEW $61.26 -2.9%
8 NXE NEXGEN ENERGY LTD Energy 230,000.0 $2.7M 1.57% NEW $11.60 +3.2%
9 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 186,501.0 $2.0M 1.19% NEW $10.89 +12.2%
10 ALTI ALTI GLOBAL INC Financial Services 225,100.0 $815K 0.48% NEW $3.62 -3.9%
11 CALL VANECK ETF TRUST 1,800.0 $344K 0.20% NEW $191.00

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 27.5%
Consumer Cyclical 26.8%
Energy 21.9%
Industrials 13.2%
Healthcare 6.8%
Financial Services 3.8%