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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 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MP CALL MP Materials Corp Basic Materials 1,500.0 $262K 0.29% NEW $175.00 -62.7%
22 Amarin Corp PLC 15,596.0 $226K 0.25% NEW $14.46
23 HOOD Robinhood Markets Inc Financial Services 2,800.0 $194K 0.22% NEW $69.30 +10.0%
24 CF CALL CF Industries Holdings Inc Basic Materials 200.0 $176K 0.20% NEW $878.00 -86.7%
25 CALL DBV Technologies SA 7,000.0 $146K 0.16% NEW $20.89
26 CALL Venture Global Inc 5,000.0 $105K 0.12% NEW $21.00
27 CCJ PUT Cameco Corp Energy 350.0 $80K 0.09% NEW $230.00 -53.3%
28 CBUS CALL Cibus Inc Healthcare 33,008.0 $65K 0.07% NEW $1.98 -24.5%
29 ALB PUT Albemarle Corp Basic Materials 750.0 $64K 0.07% NEW $85.00 +108.8%
30 QQQ PUT Invesco QQQ Trust Series 1 Financial Services 5.0 $35K 0.04% NEW $6970.00 -89.5%
31 CNC Centene Corp Healthcare 15.0 $16K 0.02% NEW $1081.40 -94.6%
32 CI Cigna Group/The Healthcare 3.0 $14K 0.02% NEW $4729.67 -94.0%
33 SMH PUT VanEck Semiconductor ETF 2.0 $14K 0.02% NEW $6916.00 -91.4%
34 CVX Chevron Corp Energy 1.0 $207.0 NEW $207.00 -11.9%
Page 2 of 2  ·  34 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 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%