Melqart Asset Management (UK) Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$699.7B
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HESHESS CORP | 757,224 | $104.9B | 14.99% | |
| 2 | AKXANSYS INC | 223,469 | $78.5B | 11.22% | |
| 3 | SKAASKECHERS U S A INC | 876,368 | $55.3B | 7.90% | |
| 4 | AEBAALLETE INC | 835,112 | $53.5B | 7.65% | |
| 5 | CYTKCYTOKINETICS INC | 1,326,719 | $43.8B | 6.26% | |
| 6 | NVDANVIDIA CORPORATION | 273,445 | $43.2B | 6.17% | |
| 7 | AVGOBROADCOM INC | 135,938 | $37.5B | 5.36% | |
| 8 | KELKELLANOVA | 422,360 | $33.6B | 4.80% | |
| 9 | ESGRENSTAR GROUP LIMITED | 97,013 | $32.6B | 4.66% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 399,817 | $30.9B | 4.42% | |
| 11 | TSLATESLA INC | 67,551 | $21.5B | 3.07% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 86,933 | $19.7B | 2.81% | |
| 13 | WDCWESTERN DIGITAL CORP | 268,568 | $17.2B | 2.46% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 108,410 | $15.4B | 2.20% | |
| 15 | 2L9BLUEPRINT MEDICINES CORP | 109,437 | $14.0B | 2.00% | |
| 16 | PENNPENN ENTERTAINMENT INC | 750,392 | $13.4B | 1.92% | |
| 17 | WSCWILLSCOT HLDGS CORP | 435,018 | $11.9B | 1.70% | |
| 18 | WBAWALGREENS BOOTS ALLIANCE INC | 896,132 | $10.3B | 1.47% | |
| 19 | RBRKRUBRIK INC. | 96,674 | $8.7B | 1.24% | |
| 20 | GOOGLALPHABET INC | 48,694 | $8.6B | 1.23% | |
| 21 | CYBRCYBERARK SOFTWARE LTD | 19,805 | $8.1B | 1.15% | |
| 22 | SHOPSHOPIFY INC | 59,775 | $6.9B | 0.99% | |
| 23 | MNDYMONDAY COM LTD | 20,872 | $6.6B | 0.94% | |
| 24 | SNOWSNOWFLAKE INC | 20,113 | $4.5B | 0.64% | |
| 25 | SIMOSILICON MOTION TECHNOLOGY CO | 57,944 | $4.4B | 0.62% | |
| 26 | DTDYNATRACE INC | 77,332 | $4.3B | 0.61% | |
| 27 | APPFAPPFOLIO INC | 16,832 | $3.9B | 0.55% | |
| 28 | NTNXNUTANIX INC | 47,411 | $3.6B | 0.52% | |
| 29 | —INDIVIOR PLC | 167,539 | $2.5B | 0.35% | |
| 30 | AGSPLAYAGS INC | 48,134 | $601.2M | 0.09% |