Amanah Holdings Trust

Est. AUM

$908.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SANDISK CORP	COM	$158.8M	250000	17.49%	SOLE
2	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$113.5M	289774	12.50%	SOLE
3	LUMENTUM HLDGS INC	COM	$94.9M	135000	10.45%	SOLE
4	ELI LILLY & CO	COM	$92.0M	100000	10.13%	SOLE
5	WESTERN DIGITAL CORP	COM	$85.2M	315000	9.38%	SOLE
6	CIENA CORP	COM NEW	$77.6M	200000	8.55%	SOLE
7	AMPHENOL CORP NEW	CL A	$48.4M	382716	5.32%	SOLE
8	GE VERNOVA INC	COM	$45.5M	52150	5.01%	SOLE
9	TERADYNE INC	COM	$32.6M	110000	3.59%	SOLE
10	CARVANA CO	CL A	$28.8M	91462	3.17%	SOLE
11	ADVANCED ENERGY INDS	COM	$27.4M	85000	3.02%	SOLE
12	WW GRAINGER INC	COM	$22.9M	21000	2.52%	SOLE
13	METTLER TOLEDO INTERNATIONAL	COM	$15.1M	12000	1.67%	SOLE
14	EPAM SYS INC	COM	$14.9M	110000	1.64%	SOLE
15	ECHOSTAR CORP	CL A	$13.5M	115000	1.48%	SOLE
16	ALBEMARLE CORP	COM	$9.7M	135000	1.07%	SOLE
17	LAUDER ESTEE COS INC	CL A	$7.9M	110000	0.87%	SOLE
18	ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	$7.7M	148000	0.85%	SOLE
19	TOYOTA MOTOR CORP	ADS	$7.6M	37000	0.84%	SOLE
20	RIO TINTO PLC	SPONSORED ADR	$4.2M	45000	0.46%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.