Q2 2026 13F · SEC CIK 1879713

Tejara Capital Ltd

Hedge fundFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $243.3M
Reported positions: 66
Top holdings a year, 3 yrs: +16.2%
Average holding period: 4 qtrs

Tejara Capital Ltd is a hedge fund that reported 66 positions worth $243.3M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Diversified Energy Co (DEC, 10.4%), Fidelity Natl Information Sv (FIS, 4.7%), Establishment Labs Hldgs Inc (ESTA, 4.6%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.9% for the S&P 500.

Tejara Capital Ltd holdings largest 50 of 66 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tejara Capital Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DECDiversified Energy Co	10.4%	9.6%	1,828,668	+9.5%	$25.3M
FISFidelity Natl Information Sv	4.7%	3.1%	292,811	+48.0%	$11.4M
ESTAEstablishment Labs Hldgs Inc	4.6%	5.8%	130,979	-57.6%	$11.2M
ARAntero Resources Corp	4.1%	2.5%	284,400	+57.4%	$10.0M
MRVIMaravai Lifesciences Hldgs-A	4.1%	3.3%	1,595,345	-54.4%	$10.0M
GPNGlobal Pmts Inc	3.9%	3.5%	132,155	-16.7%	$9.6M
DNOWDnow Inc (DNOW)	3.9%	5.3%	723,399	-46.5%	$9.4M
CNRCore Nat Res Inc	3.5%	3.0%	107,109	+23.4%	$8.6M
CERTCertara Inc	3.5%	1.5%	1,292,721	+63.2%	$8.5M
BILLBill Holdings Inc	3.3%	1.5%	219,400	+86.7%	$7.9M
EXEExpand Energy Corporation	3.1%	2.2%	81,700	+34.4%	$7.5M
NENoble Corp PLC	2.8%	2.5%	182,904	+18.8%	$6.8M
BLBlackline Inc	2.8%	2.0%	239,237	+47.4%	$6.7M
EPAMEPAM Systems Inc	2.6%	1.5%	80,480	+145.5%	$6.4M
CRDLCardiol Therapeutics Inc	2.2%	2.3%	5,113,822	-0.3%	$5.4M
SPRYArs Pharmaceuticals Inc	2.0%	—	607,039	—	$4.9M
TEAMAtlassian Corporation	1.9%	1.5%	59,500	-10.5%	$4.6M
SDGRSchrodinger Inc	1.9%	1.5%	280,202	-27.9%	$4.6M
CMCSAComcast Corp New	1.8%	—	180,000	—	$4.4M
BORRBorr Drilling Ltd	1.8%	1.6%	1,059,318	+29.9%	$4.4M
NOWServicenow Inc	1.7%	1.3%	40,760	+11.5%	$4.0M
AESIAtlas Energy Solutions Inc	1.6%	—	231,200	—	$3.8M
ADBEAdobe Inc	1.4%	1.1%	16,880	+26.7%	$3.5M
ARQTArcutis Biotherapeutics Inc	1.2%	1.3%	113,084	-32.0%	$3.0M
CECelanese Corp Del	1.2%	—	63,400	—	$2.9M
AMDAdvanced Micro Devices Inc	1.2%	—	5,000	—	$2.9M
SDRLSeadrill Ltd	1.2%	0.8%	76,600	+36.0%	$2.9M
HRTXHeron Therapeutics Inc	1.1%	1.7%	6,510,795	+2.7%	$2.8M
HUBSHubspot Inc	1.1%	0.7%	14,960	+77.3%	$2.7M
FISVFiserv Inc	1.1%	—	54,100	—	$2.7M
INTUIntuit	1.1%	0.7%	9,920	+110.2%	$2.6M
EVHEvolent Health Inc	1.0%	1.5%	441,456	-77.3%	$2.4M
VALValaris Ltd	1.0%	—	32,200	—	$2.3M
QDELQuidelortho Corp	0.9%	1.2%	129,890	-39.9%	$2.3M
LYBLyondellbasell Industries NV	0.9%	—	42,620	—	$2.2M
FOURShift4 Pmts Inc Cl A	0.9%	—	45,600	—	$2.2M
SNDKSandisk Corp	0.9%	—	950	—	$2.2M
WKWorkiva Inc	0.8%	0.7%	41,650	+11.7%	$2.0M
WDAYWorkday Inc Cl A	0.8%	0.8%	15,900	-14.1%	$1.9M
PTENPatterson-Uti Energy Inc	0.7%	—	182,832	—	$1.7M
SPTSprout Social Inc	0.6%	—	203,200	—	$1.5M
MRVLMarvell Technology Inc	0.6%	—	5,000	—	$1.5M
CRMSalesforce Inc	0.6%	—	9,400	—	$1.5M
DVNDevon Energy Corp New	0.6%	—	34,900	—	$1.4M
MOSMosaic Co	0.5%	—	61,400	—	$1.3M
MUMicron Technology Inc	0.5%	—	1,000	—	$1.2M
GTLBGitlab Inc	0.5%	0.6%	36,500	-59.6%	$1.1M
NTRNutrien Ltd	0.4%	—	16,500	—	$1.0M
ESTCElastic N V	0.4%	1.7%	18,000	-82.2%	$1.0M
TDWTidewater Inc New	0.4%	—	15,000	—	$999K

What Tejara Capital Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +90.8% /yr; S&P 500 +22.0%
3 years: +16.2% /yr; S&P 500 +20.9%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$243.3M	66
Q1 2026	$303.4M	73
Q4 2025	$240.6M	61
Q3 2025	$182.4M	46
Q2 2025	$215.7M	70
Q1 2025	$202.9M	74
Q4 2024	$152.6M	53
Q3 2024	$209.6M	54
Q2 2024	$274.7M	67
Q1 2024	$270.0M	72
Q4 2023	$238.7M	67
Q3 2023	$175.8M	63

Questions about Tejara Capital Ltd's portfolio

What stocks does Tejara Capital Ltd own?

Tejara Capital Ltd's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 66 positions worth $243.3M. The largest are Diversified Energy Co (DEC) at 10.4%, Fidelity Natl Information Sv (FIS) at 4.7%, Establishment Labs Hldgs Inc (ESTA) at 4.6%, Antero Resources Corp (AR) at 4.1% and Maravai Lifesciences Hldgs-A (MRVI) at 4.1%.

What did Tejara Capital Ltd buy last quarter?

In Q2 2026, Tejara Capital Ltd added EPAM Systems Inc (EPAM) (+145.5% shares), Intuit (INTU) (+110.2% shares) and Bill Holdings Inc (BILL) (+86.7% shares), compared with its Q1 2026 filing.

What did Tejara Capital Ltd sell last quarter?

In Q2 2026, Tejara Capital Ltd cut from its top 50 Teleflex Incorporated (TFX), cut from its top 50 Viatris Inc (VTRS), cut from its top 50 Slb Limited (SLB), cut from its top 50 Appian Corp (APPN), cut from its top 50 Nov Inc (NOV), Elastic N V (ESTC) (-82.2% shares), Evolent Health Inc (EVH) (-77.3% shares) and Gitlab Inc (GTLB) (-59.6% shares), compared with its Q1 2026 filing.

How has Tejara Capital Ltd's portfolio performed?

A portfolio copying Tejara Capital Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.9% for the S&P 500. Over 1 year: +90.8% against +22.0%.

When is Tejara Capital Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tejara Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.