Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Acasta Partners UK LLP (CIK 2090007) reported $189.5M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BABA ($85.6M, 45.18%), LAR ($31.3M, 16.50%), MQMNW ($19.2M, 10.15%), HYG ($15.9M, 8.39%), METCL ($14.8M, 7.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding Ltd | $85.6M | 45.18% | 0 | Trimmed |
| 2 | LAR | Lithium Argentina AG | $31.3M | 16.50% | 0 | Trimmed |
| 3 | MQMNW | McEwen Inc | $19.2M | 10.15% | 0 | Hold |
| 4 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $15.9M | 8.39% | 198,841 | Added |
| 5 | METCL | Ramaco Resources Inc | $14.8M | 7.80% | 0 | Hold |
| 6 | CELC | Celcuity Inc | $4.5M | 2.38% | 0 | Trimmed |
| 7 | HIVE | HIVE Digital Technologies Ltd | $3.6M | 1.92% | 1.0M | New |
| 8 | HBM | Hudbay Minerals Inc | $2.7M | 1.40% | 112,352 | Added |
| 9 | CCJ | Cameco Corp | $2.3M | 1.19% | 22,115 | Added |
| 10 | USAR | USA Rare Earth Inc | $2.1M | 1.11% | 97,900 | New |
| 11 | ARWR | Arrowhead Pharmaceuticals Inc | $1.8M | 0.95% | 0 | Added |
| 12 | UEC | Uranium Energy Corp | $1.5M | 0.80% | 142,616 | Added |
| 13 | ISOU | IsoEnergy Ltd (Pre-Reincorporation) | $1.5M | 0.79% | 150,700 | Added |
| 14 | NXE | Nexgen Energy Ltd | $1.2M | 0.65% | 131,787 | Added |
| 15 | BMOOF | Blue Moon Metals Inc | $816,568 | 0.43% | 128,800 | New |
| 16 | BMOOF | Blue Moon Metals Inc | $633,981 | 0.33% | 100,000 | New |
| 17 | CORZW | Core Scientific Inc | $19 | 0.00% | 1 | Hold |
| 18 | FCX | Freeport-McMoRan Inc | $0 | 0.00% | 0 | Exited |
| 19 | B | Barrick Mining Corp | $0 | 0.00% | 0 | Exited |
| 20 | SSRM | SSR Mining Inc | $0 | 0.00% | 0 | Exited |
| 21 | PRGS | Progress Software Corp | $0 | 0.00% | 0 | Exited |
| 22 | DSX.WS | Diana Shipping Inc | $8,925 | 0.00% | 59,502 | Trimmed |
| 23 | SVM | Silvercorp Metals Inc | $0 | 0.00% | 0 | Exited |
| 24 | TECK | Teck Resources Ltd | $0 | 0.00% | 0 | Exited |
| 25 | COGT | Cogent Biosciences Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30