Brooklands Fund Management Ltd has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, submitted by Chief Operating Officer James Nolan, details the firm's portfolio of common stock and other equity securities.
The report lists a total of 65 positions held by Brooklands Fund Management. The largest holding in the portfolio is Marvell Technology Inc., which is held in 3,909,542 shares. Other significant positions include Super Micro Computer Inc., held in 902,100 shares, and LUMEXA Imaging Holdings Inc., held in 2,105,059 shares. The firm also holds substantial positions in VISHAY Intertechnology Inc., held in 794,600 shares, and WOLFSPEED Inc., held in 902,100 shares.
In addition to its long positions, the filing reveals several options positions. The firm holds call options on Amazon.com Inc., with 400 contracts, and call options on Charter Communications Inc. with 2,400 contracts. The firm also holds put options on Berkshire Hathaway Inc. with 600 contracts and put options on Deere & Co. with 600 contracts.
