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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BWXT BWX TECHNOLOGIES INC Industrials 20,868.0 $4.1M 1.75% -4K -14.5% $194.65 -19.0%
22 WOLF WOLFSPEED INC Technology 78,923.0 $3.8M 1.64% NEW $48.25 -41.2%
23 CALL TESLA INC 1,000.0 $3.1M 1.35% NEW $3136.00
24 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 186,501.0 $2.5M 1.08% $13.42 -12.2%
25 CALL SPDR SERIES TRUST 3,472.0 $1.2M 0.52% NEW $345.00
Page 2 of 2  ·  25 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
Technology 40.2%
Healthcare 17.0%
Energy 12.5%
Financial Services 11.4%
Consumer Cyclical 9.9%
Industrials 6.7%
Basic Materials 2.3%