Institutions / Acasta Partners UK LLP
Acasta Partners UK LLP
CIK 2090007 · Institution · as of Dec 31, 2025
Portfolio value
$281.03M
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alibaba Group Holding Ltd | $149.33M | 53.1% |
| Lithium Argentina AG | $30.03M | 10.7% |
| Cable One Inc | $20.94M | 7.4% |
| Progress Software Corp | $20.42M | 7.3% |
| Ramaco Resources Inc | $16.92M | 6.0% |
| Celcuity Inc | $12.05M | 4.3% |
| Silvercorp Metals Inc | $11.22M | 4.0% |
| Freeport-McMoran Inc | $5.13M | 1.8% |
| iShares iBoxx $ High Yield Corporate Bond ETF | $5.02M | 1.8% |
| Barrick Mining Corp | $3.53M | 1.3% |
| Hudbay Minerals Inc. | $1.82M | 0.6% |
| Cameco Corp | $1.47M | 0.5% |
| Teck Resources Ltd | $865.3K | 0.3% |
| Tesla Inc | $827.5K | 0.3% |
| Cogent Biosciences Inc | $582.4K | 0.2% |
| Uranium Energy Corp | $502.2K | 0.2% |
| Nexgen Energy Ltd | $386.4K | 0.1% |
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.