Melqart Asset Management (UK) Ltd Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.2T

Holdings

52

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (52 positions)

#StockSharesValue% PortfolioType
1
RSPINVESCO EXCHANGE TRADED FD T
618,000$101.5B8.40%Put
2
USX1UNITED STATES STL CORP NEW
2,446,004$92.5B7.65%Put
3
CYTKCYTOKINETICS INC
1,675,785$90.8B7.51%
4
CPRICAPRI HOLDINGS LIMITED
2,387,962$79.0B6.54%
5
ACIALBERTSONS COS INC
3,923,053$77.5B6.41%
6
AKXANSYS INC
202,584$65.1B5.39%
7
RCM1USDR1 RCM INC
4,825,505$60.6B5.01%
8
HESHESS CORP
310,511$45.8B3.79%
9
CERE1EURCEREVEL THERAPEUTICS HLDNG I
1,099,229$44.9B3.72%
10
MRVLMARVELL TECHNOLOGY INC
482,926$33.8B2.79%
11
AMEDAMEDISYS INC
351,320$32.3B2.67%
12
SDRLSEADRILL 2021 LTD
586,801$30.2B2.50%
13
SIMOSILICON MOTION TECHNOLOGY CO
361,503$29.3B2.42%
14
AYATLANTICA SUSTAINABLE INFR P
1,284,075$28.2B2.33%
15
MUMICRON TECHNOLOGY INC
211,194$27.8B2.30%
16
NTNXNUTANIX INC
398,622$22.7B1.87%
17
AXNX*AXONICS INC
332,725$22.4B1.85%
18
CTLTEURCATALENT INC
397,725$22.4B1.85%
19
AMZNAMAZON COM INC
108,036$20.9B1.73%
20
WDCWESTERN DIGITAL CORP.
270,750$20.5B1.70%
21
AMDADVANCED MICRO DEVICES INC
107,264$17.4B1.44%
22
HUBSHUBSPOT INC
29,410$17.3B1.44%
23
ARGXARGENX SE
38,000$16.3B1.35%Call
24
WSCWILLSCOT MOBIL MINI HLDNG CO
425,630$16.0B1.33%
25
NVEINUVEI CORPORATION
491,688$15.9B1.32%
26
BMRNBIOMARIN PHARMACEUTICAL INC
172,949$14.2B1.18%
27
ROIVROIVANT SCIENCES LTD
1,265,609$13.4B1.11%
28
DTDYNATRACE INC
298,824$13.4B1.11%
29
FROFRONTLINE PLC
450,849$11.6B0.96%
30
SNOWSNOWFLAKE INC
75,561$10.2B0.84%
31
STNGSCORPIO TANKERS INC
110,984$9.0B0.75%
32
BBIOBRIDGEBIO PHARMA INC
307,911$7.8B0.65%
33
SHOPSHOPIFY INC
111,498$7.4B0.61%
34
HPEHEWLETT PACKARD ENTERPRISE C
316,193$6.7B0.55%
35
ORCLORACLE CORP
46,991$6.6B0.55%
36
MDBMONGODB INC
26,438$6.6B0.55%
37
ALNYALNYLAM PHARMACEUTICALS INC
27,000$6.6B0.54%Put
38
CIENCIENA CORP
132,066$6.4B0.53%
39
VKTXVIKING THERAPEUTICS INC
114,947$6.1B0.50%
40
TELLEURTELLURIAN INC NEW
8,154,956$5.6B0.47%
41
TEAMATLASSIAN CORPORATION
26,440$4.7B0.39%
42
GTLBGITLAB INC
92,614$4.6B0.38%
43
EPAMEPAM SYS INC
23,471$4.4B0.37%
44
WDAYWORKDAY INC
19,702$4.4B0.36%
45
GRALGRAIL INC
275,087$4.2B0.35%
46
MNDYMONDAY COM LTD
16,583$4.0B0.33%
47
IBMINTERNATIONAL BUSINESS MACHS
23,078$4.0B0.33%
48
LLYELI LILLY & CO
4,058$3.7B0.30%
49
GPCRSTRUCTURE THERAPEUTICS INC
92,335$3.6B0.30%
50
AMBPARDAGH METAL PACKAGING S A
1,030,121$3.5B0.29%
51
AVGOBROADCOM INC
18,104$2.9B0.24%
52
FRSHFRESHWORKS INC
165,025$2.1B0.17%