Acasta Partners UK LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Acasta Partners UK LLP disclosed 19 US equity positions worth $262.9m in its Q1 2026 13F filing. The largest position was Alibaba Group Holding Ltd at 50.7% of the reported book, followed by Lithium Argentina AG and McEwen Inc.
What did Acasta Partners UK LLP own in Q1 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | Alibaba Group Holding Ltd | 50.7% | $133.3m | 96,000,000 | – | ||
| 2 | Lithium Argentina AG | 12.0% | $31.6m | 32,709,000 | – | ||
| 3 | McEwen Inc | 8.0% | $21.1m | 10,000,000 | – | ||
| 4 | Progress Software Corp | 7.8% | $20.5m | 20,500,000 | – | ||
| 5 | Ramaco Resources Inc | 5.8% | $15.3m | 20,000,000 | – | ||
| 6 | Silvercorp Metals Inc | 3.9% | $10.3m | 4,000,000 | – | ||
| 7 | Celcuity Inc | 3.7% | $9.8m | 4,000,000 | – | ||
| 8 | HYG iShares iBoxx $ High Yield Corporate Bond ETF | 3.1% | $8.1m | 101,737 | – | ||
| 9 | HBM Hudbay Minerals Inc | Basic Materials | 0.8% | $2.1m | 102,700 | – | |
| 10 | CCJ Cameco Corp | Energy | 0.8% | $2.1m | 19,515 | – | |
| 11 | SSRM SSR Mining Inc | Basic Materials | 0.7% | $1.9m | 64,000 | – | |
| 12 | B Barrick Mining Corp | Basic Materials | 0.6% | $1.7m | 40,538 | – | |
| 13 | TECK Teck Resources Ltd | Basic Materials | 0.4% | $1.1m | 21,068 | – | |
| 14 | Isoenergy Ltd | 0.3% | $847.4k | 80,000 | – | ||
| 15 | UEC Uranium Energy Corp | Energy | 0.3% | $810.0k | 60,000 | – | |
| 16 | NXE Nexgen Energy Ltd | Energy | 0.3% | $777.2k | 67,000 | – | |
| 17 | Cogent Biosciences Inc | 0.2% | $610.0k | 500,000 | – | ||
| 18 | FCX Freeport-McMoRan Inc | Basic Materials | 0.2% | $593.6k | 10,099 | – | |
| 19 | Arrowhead Pharmaceuticals Inc | 0.2% | $414.6k | 400,000 | – |
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.