Melqart Asset Management (UK) Ltd
Q2 2026 13F filing
Updated 27 days ago40 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WMT WARNER BROS DISCOVERY INC | $122.2M | 4.58M | 11.63% | — |
| 2 | T TXNM TXNM ENERGY INC | $77.8M | 1.37M | 7.40% | — |
| 3 | N NSC NORFOLK SOUTHN CORP | $76.4M | 242.9K | 7.27% | — |
| 4 | E EA ELECTRONIC ARTS INC | $73M | 356.3K | 6.95% | — |
| 5 | C CYTK CYTOKINETICS INC | $65.4M | 767.5K | 6.22% | — |
| 6 | P PEN PENUMBRA INC | $58.6M | 185.7K | 5.58% | — |
| 7 | G GTLS CHART INDS INC | $44.8M | 214.6K | 4.27% | — |
| 8 | A AAVXF ABIVAX SA | $40.9M | 307.3K | 3.90% | — |
| 9 | G GPN GLOBAL PMTS INC | $38.7M | 532.7K | 3.68% | — |
| 10 | A AES AES CORP | $30.8M | 2.10M | 2.93% | — |
| 11 | A AMD ADVANCED MICRO DEVICES INC | $27.3M | 47.0K | 2.60% | — |
| 12 | A ASMLF ASML HLDG NV | $25.5M | 12.8K | 2.43% | — |
| 13 | N NVDA NVIDIA CORPORATION | $24.9M | 124.4K | 2.37% | — |
| 14 | I INDV INDIVIOR PHARMACEUTICALS INC | $24M | 585.7K | 2.29% | — |
| 15 | R RVMDW REVOLUTION MEDICINES INC | $22.7M | 121.3K | 2.16% | — |
| 16 | U UNF UNIFIRST CORP MASS | $22.4M | 84.9K | 2.14% | — |
| 17 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $20.5M | 42.9K | 1.95% | — |
| 18 | C CZR CAESARS ENTERTAINMENT INC NE | $20.1M | 665.4K | 1.91% | — |
| 19 | A AMZN AMAZON COM INC | $16.2M | 68.1K | 1.55% | — |
| 20 | A APGE APOGEE THERAPEUTICS INC | $15.6M | 117.2K | 1.48% | — |
| 21 | T TWOD TWO HARBORS INVENTMENT CORPO | $14.9M | 1.20M | 1.42% | — |
| 22 | M MRVL MARVELL TECHNOLOGY INC | $13.7M | 46.1K | 1.31% | — |
| 23 | L LRCX LAM RESEARCH CORP | $13.4M | 31.0K | 1.28% | — |
| 24 | S SNDK SANDISK CORP | $13.4M | 5.9K | 1.27% | — |
| 25 | A ANET ARISTA NETWORKS INC | $13.3M | 78.1K | 1.26% | — |
| 26 | S SIMO SILICON MOTION TECHNOLOGY CO | $12.9M | 38.8K | 1.23% | — |
| 27 | ? N/A GLOBAL X FDS | $12.9M | 294.2K | 1.22% | — |
| 28 | ? N/A AEVA TECHNOLOGIES INC | $12.8M | 444.1K | 1.21% | — |
| 29 | A ARES-PB ARES MANAGEMENT CORPORATION | $12M | 107.9K | 1.14% | — |
| 30 | A AXTA AXALTA COATING SYS LTD | $11.8M | 346.0K | 1.13% | — |
| 31 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $11.7M | 12.1K | 1.11% | — |
| 32 | C CMBT CMB.TECH NV | $11.6M | 830.4K | 1.11% | — |
| 33 | R RTACU RENATUS TACTICAL ACQUIS | $8.4M | 802.9K | 0.80% | — |
| 34 | C CPRX CATALYST PHARMACEUTICALS INC | $7.8M | 247.6K | 0.74% | — |
| 35 | T TSEM TOWER SEMICONDUCTOR LTD | $6.5M | 24.8K | 0.62% | — |
| 36 | A AVTR AVANTOR INC | $6.3M | 635.8K | 0.60% | — |
| 37 | S STMEF STMICROELECTRONICS N V | $6.1M | 80.9K | 0.58% | — |
| 38 | M MCHPP MICROCHIP TECHNOLOGY INC. | $6M | 65.7K | 0.57% | — |
| 39 | I IDXX IHEARTMEDIA INC | $3.7M | 873.8K | 0.36% | — |
| 40 | F FPS FORGENT POWER SOLUTIONS INC | $3.7M | 65.6K | 0.35% | — |