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Acasta Partners UK LLP Portfolio
$223.2M across 19 positions as of 2026-09-30, with 95% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -5.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | -1.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +4.6% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| Alibaba Group Holding Limited | $84.5M | 37.9% | 67,500,000 |
| Lithium Argentina AG | $31.1M | 13.9% | 31,509,000 |
| JAZZ INVESTMENTS I LTD | $28.4M | 12.7% | 17,500,000 |
| McEwen Inc | $18.5M | 8.3% | 10,000,000 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $13M | 5.8% | 168,095 |
| Ramaco Resources, Inc. | $12.6M | 5.7% | 20,000,000 |
| OPIOffice Properties Income Trust | $8.6M | 3.9% | 541,721 |
| Viridian Therapeutics, Inc. | $5.7M | 2.6% | 5,000,000 |
| Hudbay Minerals Inc. | $5.3M | 2.4% | 197,352 |
| Celcuity Inc. | $3.6M | 1.6% | 2,000,000 |
| Celcuity Inc. | $2.4M | 1.1% | 2,500,000 |
| CCJCameco Corp | $1.9M | 0.9% | 22,115 |
| Arrowhead Pharmaceuticals, Inc. | $1.5M | 0.7% | 1,500,000 |
| USA Rare Earth, Inc. | $1.4M | 0.6% | 97,900 |
| UECUranium Energy Corp | $1.3M | 0.6% | 142,616 |
| IsoEnergy Ltd (Pre-Reincorporation) | $1.3M | 0.6% | 150,700 |
| NexGen Energy Ltd. | $1.2M | 0.5% | 131,787 |
| Blue Moon Metals Inc. | $498.9K | 0.2% | 100,000 |
| NFENew Fortress Energy Inc | $182.7K | 0.1% | 29,139 |
Quarter ending 2026-09-30.
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