Amanah Holdings Trust
Amanah Holdings Trust, managed by Karim Al-Mansour, reported 20 positions worth $1.70B in its 2026 Q2 13F filing: 0 new and 0 closed.
Estimated return
Since 2025 Q3 the disclosed positions returned an estimated +226.1% against +20.6% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q3 | +27.7% | +7.6% |
| 2025 Q4 | +0.4% | +3.1% |
| 2026 Q1 | +35.2% | -5.8% |
| 2026 Q2 | +88.3% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| SNDK | SANDISK CORP | $568.43M | 33.40% | NO CHANGE |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $279.63M | 16.40% | NO CHANGE |
| WDC | WESTERN DIGITAL CORP | $201.20M | 11.80% | NO CHANGE |
| LLY | ELI LILLY & CO | $119.94M | 7.00% | NO CHANGE |
| LITE | LUMENTUM HLDGS INC | $115.84M | 6.80% | NO CHANGE |
| CIEN | CIENA CORP | $98.11M | 5.80% | NO CHANGE |
| APH | AMPHENOL CORP NEW | $67.48M | 4.00% | NO CHANGE |
| GEV | GE VERNOVA INC | $61.27M | 3.60% | NO CHANGE |
| TER | TERADYNE INC | $53.22M | 3.10% | NO CHANGE |
| AEIS | ADVANCED ENERGY INDS | $31.69M | 1.90% | NO CHANGE |
| GWW | WW GRAINGER INC | $28.57M | 1.70% | NO CHANGE |
| MTD | METTLER TOLEDO INTERNATIONAL | $15.33M | 0.90% | NO CHANGE |
| ECHO | ECHOSTAR CORP | $11.67M | 0.69% | NO CHANGE |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8.91M | 0.52% | NO CHANGE |
| EPAM | EPAM SYS INC | $8.73M | 0.51% | NO CHANGE |
| EL | LAUDER ESTEE COS INC | $8.68M | 0.51% | NO CHANGE |
| ALB | ALBEMARLE CORP | $7.47M | 0.44% | NO CHANGE |
| TM | TOYOTA MOTOR CORP | $6.23M | 0.37% | NO CHANGE |
| CVNA | CARVANA CO | $6.02M | 0.35% | -80% |
| RIO | RIO TINTO PLC | $4.27M | 0.25% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.