Investor
Tejara Capital Ltd
CIK 0001879713 · filed 2026-05-12 · SEC filing
13F book
$303.4M
Positions
73
32 new · 20 sold
Largest name
9.6%
Diversified Energy Co · DEC
Est. mark
−$1.88M
Price effect on 41 names still held. Flow $64.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Diversified Energy Co | DEC | 1.67M | $29.1M | 9.6% | $4.94M | Cut$47.7K |
| Establishment Labs Hldgs Inc | — | 308.6K | $17.5M | 5.8% | −$2.02M | Added$8.39M |
| DNOW Inc. | DNOW | 1.35M | $16.1M | 5.3% | −$918.7K | Added$7.02M |
| Teleflex Inc | TFX | 121.3K | $14.5M | 4.8% | −$188.8K | Added$5.03M |
| Global Pmts Inc | — | 158.6K | $10.7M | 3.5% | — | New |
| Maravai Lifesciences Hldgs I | — | 3.5M | $9.89M | 3.3% | −$1.27M | Added$75.7K |
| Fidelity Natl Information Sv | — | 197.8K | $9.28M | 3.1% | −$490.9K | Added$7.61M |
| Core Natural Resources, Inc. | CNR | 86.8K | $9.09M | 3.0% | $1.41M | Cut$958.9K |
| Viatris Inc | VTRS | 604.5K | $8.17M | 2.7% | $628.8K | Added$781.5K |
| Antero Resources Corp | AR | 180.7K | $7.67M | 2.5% | $1.12M | Added$2.85M |
| Noble Corp Plc | — | 154K | $7.56M | 2.5% | $3.21M | Cut−$2.29M |
| Cardiol Therapeutics Inc. | CRDL | 5.13M | $6.93M | 2.3% | $2.03M | Held |
| EXPAND ENERGY Corp | EXE | 60.8K | $6.67M | 2.2% | −$18.1K | Added$3.23M |
| Blackline, Inc. | BL | 162.3K | $6.01M | 2.0% | — | New |
| Slb Limited/Nv | SLB | 101.6K | $5.22M | 1.7% | $1.32M | Cut−$1.44M |
| Heron Therapeutics Inc | — | 6.34M | $5.07M | 1.7% | −$2.57M | Added−$1.6M |
| Elastic N.V. | ESTC | 101.1K | $5.05M | 1.7% | — | New |
| Borr Drilling Ltd | BORR | 815.7K | $4.71M | 1.6% | $1.42M | Cut$973.2K |
| Atlassian Corp | TEAM | 66.5K | $4.54M | 1.5% | — | New |
| Certara, Inc. | CERT | 792.1K | $4.52M | 1.5% | −$1.19M | Added$1.15M |
| BILL Holdings, Inc. | BILL | 117.5K | $4.5M | 1.5% | — | New |
| Epam Sys Inc | — | 32.8K | $4.44M | 1.5% | — | New |
| Evolent Health, Inc. | EVH | 1.95M | $4.44M | 1.5% | −$2.29M | Added−$887.4K |
| Schrodinger, Inc. | SDGR | 388.8K | $4.42M | 1.5% | −$793.5K | Added$2.24M |
| Appian Corp | APPN | 173.3K | $4.18M | 1.4% | — | New |
| NOV Inc. | NOV | 221K | $4.16M | 1.4% | $702.8K | Cut−$475.7K |
| Arcutis Biotherapeutics, Inc. | ARQT | 166.2K | $3.92M | 1.3% | — | New |
| ServiceNow, Inc. | NOW | 36.6K | $3.82M | 1.3% | — | New |
| Unitedhealth Group Inc | UNH | 13.5K | $3.65M | 1.2% | −$635.7K | Added$122K |
| Geo Group Inc New | GEO | 213K | $3.58M | 1.2% | $147K | Cut−$170.6K |
| Quidelortho Corp | QDEL | 216.1K | $3.55M | 1.2% | −$2.53M | Added−$2.4M |
| Indivior Pharmaceuticals, Inc. | INDV | 112.4K | $3.43M | 1.1% | — | New |
| Adobe Inc. | ADBE | 13.3K | $3.24M | 1.1% | — | New |
| Roper Technologies Inc | ROP | 8.28K | $2.93M | 1.0% | — | New |
| Gildan Activewear Inc. | GIL | 51K | $2.84M | 0.9% | — | New |
| Fabrinet | FN | 5.37K | $2.8M | 0.9% | — | New |
| Seadrill Ltd | SDRL | 56.3K | $2.56M | 0.8% | $613.9K | Cut−$10.2M |
| Collegium Pharmaceutical, Inc | COLL | 77K | $2.55M | 0.8% | — | New |
| Six Flags Entertainment Corp | — | 141.3K | $2.51M | 0.8% | — | New |
| Workday, Inc. | WDAY | 18.5K | $2.4M | 0.8% | — | New |
| Sylvamo Corp | SLVM | 56.8K | $2.4M | 0.8% | — | New |
| Stratasys Ltd. | SSYS | 305K | $2.38M | 0.8% | −$217.5K | Added$212.1K |
| Liberty Global Ltd | — | 193.2K | $2.34M | 0.8% | — | New |
| FTAI Infrastructure Inc. | FIP | 456.9K | $2.26M | 0.7% | $85.5K | Added$1.06M |
| Workiva Inc | WK | 37.3K | $2.22M | 0.7% | — | New |
| Hubspot Inc | HUBS | 8.44K | $2.06M | 0.7% | — | New |
| Intuit Inc. | INTU | 4.72K | $2.04M | 0.7% | — | New |
| Uniqure Nv | — | 122.1K | $2M | 0.7% | −$318.4K | Added$991.1K |
| Gitlab Inc. | GTLB | 90.4K | $1.96M | 0.6% | — | New |
| Teladoc Health, Inc. | TDOC | 357.3K | $1.95M | 0.6% | −$246.8K | Added$832.9K |
| Flutter Entmt Plc | — | 18.4K | $1.88M | 0.6% | — | New |
| Integra Lifesciences Hldgs C | — | 193.3K | $1.82M | 0.6% | −$515.4K | Added−$312.9K |
| Commvault Sys Inc | — | 22.1K | $1.72M | 0.6% | — | New |
| ARS Pharmaceuticals, Inc. | SPRY | 210.4K | $1.69M | 0.6% | — | New |
| Humana Inc | HUM | 9.12K | $1.58M | 0.5% | −$321K | Added$587.5K |
| Vir Biotechnology, Inc. | VIR | 161.8K | $1.45M | 0.5% | $474K | Cut$55.2K |
| Paycom Software, Inc. | PAYC | 10K | $1.22M | 0.4% | — | New |
| Renew Energy Global Plc | — | 255.6K | $1.17M | 0.4% | −$273.5K | Cut−$382.1K |
| Sprout Social, Inc. | SPT | 192.1K | $1.09M | 0.4% | — | New |
| Shift4 Pmts Inc | — | 23.1K | $1.01M | 0.3% | −$407.9K | Added−$324.8K |
| Opko Health, Inc. | OPK | 877.9K | $1M | 0.3% | −$105.4K | Held |
| Comcast Corp New | — | 34.6K | $993.4K | 0.3% | −$20.2K | Added$482.2K |
| Alight Inc | — | 1.59M | $925.5K | 0.3% | −$1.87M | Added−$1.74M |
| DENTSPLY SIRONA Inc. | XRAY | 69K | $800.4K | 0.3% | — | New |
| Viking Therapeutics, Inc. | VKTX | 24.3K | $790.7K | 0.3% | — | New |
| Liberty Latin America Ltd | — | 80.9K | $713.2K | 0.2% | — | New |
| TherapeuticsMD, Inc. | TXMD | 345.9K | $698.6K | 0.2% | $134.9K | Cut$126.7K |
| Mereo Biopharma Group Plc | MREO | 2.04M | $672.4K | 0.2% | −$176.7K | Cut−$227.6K |
| New Fortress Energy Inc. | NFE | 1.13M | $665.7K | 0.2% | −$560.8K | Added−$496.8K |
| Klarna Group Plc | KLAR | 38.3K | $501.3K | 0.2% | — | New |
| Becton Dickinson & Co | BDX | 3.1K | $487.4K | 0.2% | −$114.2K | Cut−$560.6K |
| Orthofix Med Inc | — | 39.1K | $448.7K | 0.1% | −$80.5K | Added$117.9K |
| Cosan S.A. | CSAN | 61.3K | $252.3K | 0.1% | $10.4K | Cut−$1.13M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.