account_balance
Investment manager · 13F filer · SEC CIK 1712901
Melqart Asset Management (UK) Ltd
Reported value$1.05Bas of Jun 30, 2026
Positions40 14 new, 15 sold out
Top 10 weight59.8%WBD alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WBDWarner Bros Discovery Inc
11.6%Added +126%
TXNMTXNM Energy Inc
7.4%Added +30%
NSCNorfolk Southern Corp
7.3%Added +51%
EAElectronic Arts Inc
7.0%Trimmed −4%
CYTKCytokinetics Inc
6.2%Trimmed −9%
PENPenumbra Inc
5.6%Added +127%
GTLSChart Inds Inc
4.3%Trimmed −19%
ABVXAbivax S.A.
3.9%New
GPNGlobal Payments Inc
3.7%Added +24%
AESAES Corp
2.9%+129%
AMDAdvanced Micro Devices Inc
2.6%Trimmed −33%
ASMLASML Holding NV
2.4%−32%
WBDWarner Bros Discovery Inc
11.6%Added +126%
TXNMTXNM Energy Inc
7.4%+30%
NSCNorfolk Southern Corp
7.3%
EAElectronic Arts Inc
7.0%
CYTKCytokinetics Inc
6.2%−9%
PENPenumbra Inc
5.6%
GTLSChart Inds Inc
4.3%
ABVXAbivax S.A.
3.9%
GPN3.7%AES2.9%AMD2.6%ASMLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WBD Warner Bros Discovery Inc 11.6% Added +126%
TXNM TXNM Energy Inc 7.4% Added +30%NSC Norfolk Southern Corp 7.3% Added +51%EA Electronic Arts Inc 7.0% Trimmed −4%
CYTK Cytokinetics Inc 6.2% Trimmed −9%PEN Penumbra Inc 5.6% Added +127%GTLS Chart Inds Inc 4.3% Trimmed −19%
ABVX Abivax S.A. 3.9% NewGPN Global Payments Inc 3.7% Added +24%AES AES Corp 2.9% Added +129%AMD Advanced Micro Devices Inc 2.6% Trimmed −33%ASML ASML Holding NV 2.4% Trimmed −32%What changed
Biggest moves since Mar 31, 2026
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