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.
Melqart Asset Management (UK) Ltd (CIK 1712901) reported $1.01B across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EA ($75.4M, 7.43%), PNM ($61.4M, 6.06%), WBD ($55.7M, 5.49%), CYTK ($55.6M, 5.48%), GTLS ($54.8M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EA | ELECTRONIC ARTS INC | $75.4M | 7.43% | 369,849 | Added |
| 2 | PNM | TXNM ENERGY INC | $61.4M | 6.06% | 1.1M | Added |
| 3 | WBD | WARNER BROS DISCOVERY INC | $55.7M | 5.49% | 2.0M | Trimmed |
| 4 | CYTK | CYTOKINETICS INC | $55.6M | 5.48% | 843,949 | Added |
| 5 | GTLS | CHART INDS INC | $54.8M | 5.41% | 265,236 | Added |
| 6 | CWAN | CLEARWATER ANALYTICS HLDGS I | $53.6M | 5.28% | 2.3M | Added |
| 7 | NSC | NORFOLK SOUTHN CORP | $46.2M | 4.55% | 160,848 | Added |
| 8 | KVUE | KENVUE INC | $43.2M | 4.26% | 2.5M | Hold |
| 9 | NVDA | NVIDIA CORPORATION | $42.9M | 4.23% | 245,804 | Added |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.4M | 3.88% | 116,470 | Trimmed |
| 11 | SNDK | SANDISK CORP | $31.3M | 3.08% | 49,220 | Trimmed |
| 12 | GPN | GLOBAL PMTS INC | $28.9M | 2.85% | 429,281 | Added |
| 13 | PEN | PENUMBRA INC | $26.9M | 2.65% | 81,822 | New |
| 14 | TERN | TERNS PHARMACEUTICALS INC | $26.7M | 2.64% | 507,187 | New |
| 15 | RVMD | REVOLUTION MEDICINES INC | $26.3M | 2.59% | 270,363 | New |
| 16 | AXTA | AXALTA COATING SYS LTD | $25.5M | 2.52% | 922,310 | Added |
| 17 | ASML | ASML HLDG NV | $24.9M | 2.46% | 18,870 | New |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $23.7M | 2.33% | 238,904 | Trimmed |
| 19 | FN | FABRINET | $23.1M | 2.27% | 44,208 | New |
| 20 | AVGO | BROADCOM INC | $22.3M | 2.20% | 72,089 | Trimmed |
| 21 | INDIVIOR PHARMACEUTICALS INC | $20.9M | 2.06% | 684,320 | New | |
| 22 | VERSANT MEDIA GROUP INC | $20.1M | 1.99% | 544,245 | New | |
| 23 | UNF | UNIFIRST CORP MASS | $18.6M | 1.83% | 73,814 | New |
| 24 | WDC | WESTERN DIGITAL CORP | $17.4M | 1.71% | 64,216 | Trimmed |
| 25 | FWRD | FORWARD AIR CORP | $14.7M | 1.45% | 877,744 | Added |
Source: SEC Form 13F filings · as of 2026-03-31