Amanah Holdings Trust

Fundamental concentrated ★Signal technology specialist (68%) CIK 2076121
League rank
#23
in Fundamental concentrated · #25 overall
Long book
$908.2M
Q1 2026
Positions
20
Top-10 weight
86%
concentration
Last quarter
+55.0%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Amanah Holdings Trust is a concentrated fundamental stock-picker, specialised in technology (68% of the long book), running a $908.2M US long book across 20 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SANDISK CORP, SEAGATE TECHNOLOGY HOLDINGS, LUMENTUM HOLDINGS INC, ELI LILLY & CO, WESTERN DIGITAL CORP.

Over the last 4 quarters its long book ran on average 22.3pp per quarter ahead of the S&P 500, beating the index in 3 of 4 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q2 2025
+23.7%
Q3 2025
-2.6%
Q4 2025
+34.3%
Q1 2026
+55.0%

Sector allocation

Technology
60%
Other
14%
Healthcare
12%
Industrials
6%
Consumer discretionary
6%
Communications
2%
Materials
1%

Long book by quarter

$404.1M
Q2 2025
$500.8M
Q3 2025
$682.7M
Q4 2025
$908.2M
Q1 2026

What does Amanah Holdings own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SNDK SANDISK CORPTechnology250.0K$158.8M17.5%Held
STXN SEAGATE TECHNOLOGY HOLDINGS289.8K$113.5M12.5%Held
LITE LUMENTUM HOLDINGS INCTechnology135.0K$94.9M10.4%Held
LLY ELI LILLY & COHealthcare100.0K$92.0M10.1%Held
WDC WESTERN DIGITAL CORPTechnology315.0K$85.2M9.4%Held
CIEN CIENA CORPTechnology200.0K$77.6M8.5%Held
APH AMPHENOL CORP-CL ATechnology382.7K$48.4M5.3%Held
GEV GE VERNOVA INCIndustrials52.1K$45.5M5.0%Held
TER TERADYNE INCTechnology110.0K$32.6M3.6%Held
CVNA CARVANA COConsumer discretionary91.5K$28.8M3.2%Held
AEIS ADVANCED ENERGY INDUSTRIESTechnology85.0K$27.4M3.0%Held
GWW WW GRAINGER INCConsumer discretionary21.0K$22.9M2.5%Held
MTD METTLER-TOLEDO INTERNATIONALHealthcare12.0K$15.1M1.7%Held
EPAM EPAM SYSTEMS INCTechnology110.0K$14.9M1.6%Held
ECHO ECHOSTAR CORP-ACommunications115.0K$13.5M1.5%Held
ALB ALBEMARLE CORPMaterials135.0K$9.7M1.1%Held
EL ESTEE LAUDER COMPANIES-CL AOther110.0K$7.9M0.9%Held
MT ARCELORMITTAL-NY REGISTEREDIndustrials148.0K$7.7M0.8%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 8, 202620$908.2M canonicalSEC ↗
Q4 202513F-HRFeb 24, 202620$682.7M canonicalSEC ↗
Q3 202513F-HROct 1, 202514$500.8M canonicalSEC ↗
Q2 202513F-HRJul 8, 202516$404.1M canonicalSEC ↗