Acasta Partners UK LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Acasta Partners UK LLP disclosed 17 US equity positions worth $281.0m in its Q4 2025 13F filing. The largest position was Alibaba Group Holding Ltd at 53.1% of the reported book, followed by Lithium Argentina AG and Cable One Inc.
What did Acasta Partners UK LLP own in Q4 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | Alibaba Group Holding Ltd | 53.1% | $149.3m | 96,000,000 | – | ||
| 2 | Lithium Argentina AG | 10.7% | $30.0m | 32,709,000 | – | ||
| 3 | Cable One Inc | 7.4% | $20.9m | 21,255,000 | – | ||
| 4 | Progress Software Corp | 7.3% | $20.4m | 20,500,000 | – | ||
| 5 | Ramaco Resources Inc | 6.0% | $16.9m | 20,000,000 | – | ||
| 6 | Celcuity Inc | 4.3% | $12.1m | 5,550,000 | – | ||
| 7 | Silvercorp Metals Inc | 4.0% | $11.2m | 5,500,000 | – | ||
| 8 | FCX Freeport-McMoRan Inc | Basic Materials | 1.8% | $5.1m | 100,934 | – | |
| 9 | HYG iShares iBoxx $ High Yield Corporate Bond ETF | 1.8% | $5.0m | 62,230 | – | ||
| 10 | B Barrick Mining Corp | Basic Materials | 1.3% | $3.5m | 81,076 | – | |
| 11 | HBM Hudbay Minerals Inc | Basic Materials | 0.6% | $1.8m | 91,700 | – | |
| 12 | CCJ Cameco Corp | Energy | 0.5% | $1.5m | 16,015 | – | |
| 13 | TECK Teck Resources Ltd | Basic Materials | 0.3% | $865.3k | 18,068 | – | |
| 14 | TSLA Tesla Inc | Consumer Cyclical | 0.3% | $827.5k | 1,840 | – | |
| 15 | Cogent Biosciences Inc | 0.2% | $582.4k | 500,000 | – | ||
| 16 | UEC Uranium Energy Corp | Energy | 0.2% | $502.2k | 43,000 | – | |
| 17 | NXE Nexgen Energy Ltd | Energy | 0.1% | $386.4k | 42,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.