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Portfolio (Quarterly) Guide ↗

Brooklands Fund Management Ltd

· CIK 0002036388
13F Portfolio $89M AUM 63 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 5 Added 11 Reduced 63 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AMRN AMARIN CORP PLC -ADR Healthcare 2,994 $447K 0.21% SOLD
22 WULF TERAWULF INC Financial Services 30,000 $401K 0.19% SOLD
23 BLOCK INC 6,438 $389K 0.18% SOLD
24 QVCGA QVC GROUP INC Consumer Cyclical 35,457 $381K 0.18% SOLD
25 IWM IWM US 02/06/26 P253 2,501 $268K 0.13% SOLD
26 CME CME GROUP INC Financial Services 860 $248K 0.12% SOLD
27 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 750 $248K 0.12% SOLD
28 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 85,000 $237K 0.11% SOLD
29 BITFARMS LTD/CANADA 90,000 $211K 0.10% SOLD
30 QCOM QUALCOMM INC Technology 1,066 $161K 0.08% SOLD
31 PUT FCX US 02/20/26 P55 1,621 $148K 0.07% SOLD
32 AAON AAON INC Industrials 1,500 $136K 0.06% SOLD
33 CCJ CCJ US 02/20/26 P110 Energy 600 $135K 0.06% SOLD
34 STANDARDAERO INC 4,200 $133K 0.06% SOLD
35 PUT ALB US 02/20/26 P150 300 $126K 0.06% SOLD
36 ORA ORMAT TECHNOLOGIES INC Utilities 1,000 $125K 0.06% SOLD
37 D DOMINION ENERGY INC Utilities 2,000 $120K 0.06% SOLD
38 CALL CPNG US 02/06/26 C21 2,000 $108K 0.05% SOLD
39 NEE NEXTERA ENERGY INC Utilities 1,000 $88K 0.04% SOLD
40 SCCO PUT SCCO US 02/20/26 P170 Basic Materials 238 $86K 0.04% SOLD
Page 2 of 4  ·  63 positions
Sector Allocation
Healthcare 29.3%
Energy 23.4%
Industrials 13.9%
Financial Services 9.1%
Consumer Defensive 8.2%
Technology 7.9%
Basic Materials 5.3%
Consumer Cyclical 2.5%
Communication Services 0.5%