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Portfolio (Quarterly) Guide ↗

Tejara Capital Ltd

· CIK 0001879713
13F Portfolio $303M AUM 73 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 25 Added 14 Reduced 21 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FOUR SHIFT4 PMTS INC Technology 23,100.0 $1.0M 0.33% +2K +9.0% $43.73 -3.9%
22 CMCSA COMCAST CORP NEW Communication Services 34,600.0 $993K 0.33% +18K +102.3% $28.71 -13.8%
23 ALIT ALIGHT INC Technology 1,588,329.0 $926K 0.30% +221K +16.1% $0.58 +34.9%
24 NFE NEW FORTRESS ENERGY INC Utilities 1,128,296.0 $666K 0.22% +109K +10.7% $0.59 +17.1%
25 OFIX ORTHOFIX MED INC Healthcare 39,120.0 $449K 0.15% +17K +79.3% $11.47 +7.1%
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
Healthcare 42.6%
Technology 26.4%
Energy 19.8%
Industrials 7.7%
Consumer Cyclical 1.1%
Basic Materials 0.9%
Communication Services 0.7%
Utilities 0.7%