SEC 13F Intelligence

Managers / Q1 2026

Ilex Capital Partners (UK) LLP

CIK 0001985486 · THE KENSINGTON BUILDING, 1 WRIGHTS LANE, LONDON, X0, W8 5RY · 442031482298

Reported Value
$4.1B
Q1 2026
Positions
77
Filings on Record
10
2019–present window
Filed
May 15, 2026
original filing

Summary

Ilex Capital Partners (Uk) Llp reported $4.1B in U.S.-listed holdings across 77 positions for Q1 2026.

Its largest position, PEP, represents 6.1% of the portfolio.

Compared with Q4 2025, the fund opened 42 new positions and exited 31.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $716MQ4 ’23Q1 ’24: $1.0BQ2 ’24: $976MQ2 ’24Q3 ’24: $1.5BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $2.4BQ2 ’25: $3.0BQ2 ’25Q3 ’25: $3.1BQ4 ’25: $3.5BQ4 ’25Q1 ’26: $4.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 82.7%Other: 16.4%REIT: 0.8%Right: 0.0%
  • Common Stock · 82.7% · $3.4B
  • Other · 16.4% · $666M
  • REIT · 0.8% · $34M
  • Right · 0.0% · $56,840

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.1B77May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.5B66Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.1B135Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.0B156Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.4B189May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B31Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B25Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$976M20Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.0B19May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$716M16Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.