Acasta Partners UK LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Acasta Partners UK LLP disclosed 16 US equity positions worth $189.5m in its Q2 2026 13F filing. The largest position was Alibaba Group Holding Ltd at 45.2% of the reported book, followed by Lithium Argentina AG and McEwen Inc. Against the Q1 2026 filing, it opened 4 new positions, added to 7 and reduced 3 among the top 16 holdings.
What did Acasta Partners UK LLP own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | Alibaba Group Holding Ltd | 45.2% | $85.6m | 72,500,000 | -24% | reduced | |
| 2 | Lithium Argentina AG | 16.5% | $31.3m | 31,509,000 | -4% | reduced | |
| 3 | McEwen Inc | 10.2% | $19.2m | 10,000,000 | 0% | held | |
| 4 | HYG iShares iBoxx $ High Yield Corporate Bond ETF | 8.4% | $15.9m | 198,841 | 95% | added | |
| 5 | Ramaco Resources Inc | 7.8% | $14.8m | 20,000,000 | 0% | held | |
| 6 | Celcuity Inc | 2.4% | $4.5m | 2,000,000 | -50% | reduced | |
| 7 | HIVE HIVE Digital Technologies Ltd | 1.9% | $3.6m | 1,000,000 | – | new | |
| 8 | HBM Hudbay Minerals Inc | Basic Materials | 1.4% | $2.7m | 112,352 | 9% | added |
| 9 | CCJ Cameco Corp | Energy | 1.2% | $2.3m | 22,115 | 13% | added |
| 10 | USAR USA Rare Earth Inc | Basic Materials | 1.1% | $2.1m | 97,900 | – | new |
| 11 | Arrowhead Pharmaceuticals Inc | 1.0% | $1.8m | 1,500,000 | 275% | added | |
| 12 | UEC Uranium Energy Corp | Energy | 0.8% | $1.5m | 142,616 | 138% | added |
| 13 | IsoEnergy Ltd (Pre-Reincorporation) | 0.8% | $1.5m | 150,700 | 88% | added | |
| 14 | NXE Nexgen Energy Ltd | Energy | 0.7% | $1.2m | 131,787 | 97% | added |
| 15 | Blue Moon Metals Inc | 0.4% | $816.6k | 128,800 | – | new | |
| 16 | Blue Moon Metals Inc | 0.3% | $634.0k | 100,000 | – | new |
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.