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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OPK OPKO HEALTH INC Healthcare 877,941.0 $1.0M 0.33% $1.14 -3.5%
62 CMCSA COMCAST CORP NEW Communication Services 34,600.0 $993K 0.33% +18K +102.3% $28.71 -13.8%
63 ALIT ALIGHT INC Technology 1,588,329.0 $926K 0.30% +221K +16.1% $0.58 +34.9%
64 XRAY DENTSPLY SIRONA INC Healthcare 69,000.0 $800K 0.26% NEW $11.60 -10.3%
65 VKTX VIKING THERAPEUTICS INC Healthcare 24,300.0 $791K 0.26% NEW $32.54 -2.6%
66 LILAK LIBERTY LATIN AMERICA LTD Communication Services 80,860.0 $713K 0.23% NEW $8.82 -12.4%
67 TXMD THERAPEUTICSMD INC Healthcare 345,852.0 $699K 0.23% -5K -1.4% $2.02 -1.0%
68 MREO MEREO BIOPHARMA GROUP PLC Healthcare 2,037,520.0 $672K 0.22% -122K -5.7% $0.33 -26.8%
69 NFE NEW FORTRESS ENERGY INC Utilities 1,128,296.0 $666K 0.22% +109K +10.7% $0.59 +17.1%
70 KLARNA GROUP PLC 38,300.0 $501K 0.17% NEW $13.09
71 BDX BECTON DICKINSON & CO Healthcare 3,100.0 $487K 0.16% -2K -42.6% $157.23 -8.8%
72 OFIX ORTHOFIX MED INC Healthcare 39,120.0 $449K 0.15% +17K +79.3% $11.47 +7.1%
73 CSAN COSAN S A Energy 61,250.0 $252K 0.08% -290K -82.5% $4.12 -17.0%
Page 4 of 4  ·  73 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%