Institutions / Melqart Asset Management (UK) Ltd

Melqart Asset Management (UK) Ltd

CIK 1712901 · Institution · as of Dec 31, 2025
Portfolio value
$999.45M
Positions
44
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 44 →
CompanyClassValueShares% of portfolio
Warner Bros. Discovery, Inc.$73.90M2,564,1697.4%
Frontier Communications Pare$57.56M1,511,8845.8%
Broadcom Inc.$50.90M147,0765.1%
Chart Industries Inc$50.78M246,2405.1%
Electronic Arts Inc.$50.42M246,7425.0%
Helix Acquisition Corp. III$46.51M789,9894.7%
Cyberark Software Ltd$46.37M103,9524.6%
Kenvue Inc.$43.27M2,508,6324.3%
Norfolk Southern Corp$43.08M149,2154.3%
Cytokinetics Inc$39.58M622,8984.0%
Exact Sciences Corp.$38.27M376,8403.8%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$35.46M116,6733.5%
Snowflake Inc.$31.74M144,6953.2%
Plymouth Industrial REIT IncPLYMREIT$31.21M1,426,4293.1%
NVIDIA Corp$29.18M156,4862.9%
Axalta Coating Systems Ltd$27.17M840,8042.7%
Avidity Biosciences, Inc.$25.66M355,6912.6%
Confluent, Inc.$24.67M815,8962.5%
Marvell Technology, Inc.$22.78M268,1042.3%
Forward Air CorpFWRDCommon Stock$21.25M849,8762.1%
Clearwater Analytics Holdings, Inc.$18.56M769,3611.9%
Western Digital Corp$17.13M99,4311.7%
Oracle Corp$16.35M83,8971.6%
Capri Holdings Ltd$15.10M618,9781.5%
Sandisk Corp$15.04M63,3561.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.