ARP Global Capital Ltd
Top Portfolio Positions
10 positions ·
$74,711,257 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
60,745 | $20,528,772 | 27.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
53,833 | $20,012,417 | 26.79% | |
| CCJ |
Cameco Corp
Energy
|
96,518 | $10,482,819 | 14.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,535 | $5,090,926 | 6.81% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
24,410 | $4,991,600 | 6.68% | |
| BE |
Bloom Energy Corp
Industrials
|
36,069 | $4,886,988 | 6.54% | |
| UUUU |
Energy Fuels Inc
Energy
|
175,555 | $3,203,878 | 4.29% | |
| NXE |
NexGen Energy Ltd.
Energy
|
230,000 | $2,668,000 | 3.57% | |
| CEPT |
Cantor Equity Partners II, Inc.
Financial Services
|
186,501 | $2,030,995 | 2.72% | |
| ALTI |
AlTi Global, Inc.
Financial Services
|
225,100 | $814,862 | 1.09% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NXE
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,668,000 | 230,000 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||