Athos Capital Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Athos Capital Ltd disclosed 37 US equity positions worth $66.9m in its Q2 2025 13F filing. The largest position was SKAA at 17.2% of the reported book, followed by KEL and CHA. Against the Q1 2025 filing, it opened 11 new positions, added to 1 and reduced 1 among the top 37 holdings.
What did Athos Capital Ltd own in Q2 2025? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SKAA SKECHERS U S A INC | 17.2% | $11.5m | 182,588 | – | new | |
| 2 | KEL KELLANOVA | 10.8% | $7.2m | 90,500 | 0% | held | |
| 3 | CHA CHAGEE HLDGS LTD | 6.4% | $4.3m | 162,800 | – | new | |
| 4 | GLOBAL BLUE GROUP HOLDING AG | 5.6% | $3.7m | 500,000 | 0% | held | |
| 5 | AKX ANSYS INC | 5.5% | $3.7m | 10,500 | 0% | held | |
| 6 | TASK TASKUS INC | Technology | 5.0% | $3.4m | 200,000 | – | new |
| 7 | JNP JUNIPER NETWORKS INC | 4.8% | $3.2m | 80,999 | -46% | reduced | |
| 8 | WOO FOOT LOCKER INC | 4.8% | $3.2m | 130,000 | – | new | |
| 9 | NVEEUSD NV5 GLOBAL INC | 4.5% | $3.0m | 130,000 | – | new | |
| 10 | JOYY JOYY INC | Communication Services | 4.2% | $2.8m | 54,900 | 0% | held |
| 11 | 0VVB PARAMOUNT GLOBAL | 3.9% | $2.6m | 200,000 | 300% | added | |
| 12 | DYNAMIX CORP | 3.9% | $2.6m | 250,000 | 0% | held | |
| 13 | FACT II ACQUISITION CORP | 3.9% | $2.6m | 250,000 | 0% | held | |
| 14 | ZKN ZEEKR INTELLIGENT TECHNOLOGY | 3.8% | $2.6m | 100,638 | – | new | |
| 15 | 2655787D BLUEPRINT MEDICINES CORP | 3.8% | $2.6m | 20,000 | – | new | |
| 16 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 3.5% | $2.4m | 50,000 | – | new | |
| 17 | BOLD EAGLE ACQUISITION CORP | 1.6% | $1.1m | 100,000 | 0% | held | |
| 18 | GENERATION ESSENTIALS GROUP | 1.0% | $659.0k | 83,331 | – | new | |
| 19 | IPG INTERPUBLIC GROUP COS INC | 0.9% | $612.0k | 25,000 | 0% | held | |
| 20 | OAKTREE ACQUISITION CORP III | 0.8% | $531.0k | 50,000 | 0% | held | |
| 21 | HUYA HUYA INC | Communication Services | 0.7% | $448.0k | 127,346 | 0% | held |
| 22 | MURANO GLOBAL INVTS PLC | 0.6% | $418.0k | 42,840 | 0% | held | |
| 23 | LANVIN GROUP HOLDINGS LIMITE | 0.5% | $345.0k | 157,703 | 0% | held | |
| 24 | CHENGHE ACQUISITION II CO | 0.5% | $337.0k | 37,499 | – | new | |
| 25 | CHURCHILL CAPITAL CORP IX | 0.4% | $269.0k | 25,000 | 0% | held | |
| 26 | LEGATO MERGER CORP III | 0.4% | $265.0k | 25,000 | 0% | held | |
| 27 | ECARX HOLDINGS INC | 0.3% | $189.0k | 92,368 | 0% | held | |
| 28 | LAKESHORE BIOPHARMA CO LTD | 0.2% | $132.0k | 128,981 | 0% | held | |
| 29 | DOYU DOUYU INTL HLDGS LTD | 0.2% | $129.0k | 19,925 | 0% | held | |
| 30 | BRIDGER AEROSPACE GRP HLDGS | 0.2% | $127.0k | 66,062 | 0% | held | |
| 31 | COMPLETE SOLARIA INC | 0.1% | $52.0k | 28,420 | 0% | held | |
| 32 | ENVOY MEDICAL INC | 0.1% | $41.0k | 28,588 | 0% | held | |
| 33 | CAPTIVISION INC | 0.1% | $37.0k | 32,075 | 0% | held | |
| 34 | ZOOZ PWR LTD | 0.0% | $17.0k | 17,135 | – | new | |
| 35 | ASPIRE BIOPHARMA HLDGS INC | 0.0% | $6.0k | 21,383 | 0% | held | |
| 36 | P3 HEALTH PARTNERS INC | 0.0% | $5.0k | 37,052 | 0% | held | |
| 37 | STARDUST PWR INC | 0.0% | $2.0k | 11,378 | 0% | held |
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.