DOSSIER · 13F-HR · Q2 2026

ENGLISH CAPITAL MANAGEMENT LLC

$217M in tracked AUM across 36 positions as of Q2 2026.

EC
CIK 0002010442 · last filed Jun 30, 2026
Total AUM
$217M
as of Q2 2026
Holdings
36
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ENGLISH CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ARW
ARROW ELECTRS INC
$17M79K7.7%
02
N00985106
AERCAP HOLDINGS NV
$10M69K4.6%
03
AMAT
APPLIED MATLS INC
$10M14K4.6%
04
HCA
HCA HEALTHCARE INC
$10M53K4.4%
05
TXN
TEXAS INSTRS INC
$9M35K4.3%
06
SNX
TD SYNNEX CORPORATION
$9M18K4.0%
07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$8M111K3.9%
08
GOOG
ALPHABET INC
$8M24K3.8%
09
15135B901
CENTENE CORP DEL
$8M352K3.6%
10
BKNG
BOOKING HOLDINGS INC
$8M43K3.5%

Filing history

2026Q2Jun 30
$217M 27.2%
36 positionsView →
2026Q1Mar 31
$171M 5.1%
36 positionsView →
2025Q4Dec 31
$163M 5.0%
35 positionsView →
2025Q3Sep 30
$155M 2.3%
36 positionsView →
2025Q2Jun 30
$151M 12.9%
34 positionsLocked
2025Q1Mar 31
$134M 1.7%
31 positionsLocked
2024Q4Dec 31
$132M 3.7%
30 positionsLocked
2024Q3Sep 30
$137M 14.4%
31 positionsLocked
2024Q2Jun 30
$120M 5.7%
31 positionsLocked
2024Q1Mar 31
$127M 9.2%
33 positionsLocked
2023Q4Dec 31
$116M
33 positionsLocked