Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Melqart Asset Management (UK) Ltd (CIK 1712901) reported $1.05B across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WBD ($122.2M, 11.63%), TXNM ($77.8M, 7.40%), NSC ($76.4M, 7.27%), EA ($73.0M, 6.95%), CYTK ($65.4M, 6.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | $122.2M | 11.63% | 4.6M | Added |
| 2 | TXNM | TXNM ENERGY INC | $77.8M | 7.40% | 1.4M | Added |
| 3 | NSC | NORFOLK SOUTHN CORP | $76.4M | 7.27% | 242,944 | Added |
| 4 | EA | ELECTRONIC ARTS INC | $73.0M | 6.95% | 356,261 | Trimmed |
| 5 | CYTK | CYTOKINETICS INC | $65.4M | 6.22% | 767,525 | Trimmed |
| 6 | PEN | PENUMBRA INC | $58.6M | 5.58% | 185,734 | Added |
| 7 | GTLS | CHART INDS INC | $44.8M | 4.27% | 214,647 | Trimmed |
| 8 | ABVX | ABIVAX SA | $40.9M | 3.90% | 307,250 | New |
| 9 | GPN | GLOBAL PMTS INC | $38.7M | 3.68% | 532,688 | Added |
| 10 | AES | AES CORP | $30.8M | 2.93% | 2.1M | Added |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $27.3M | 2.60% | 46,971 | Trimmed |
| 12 | ASML | ASML HLDG NV | $25.5M | 2.43% | 12,824 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $24.9M | 2.37% | 124,402 | Trimmed |
| 14 | INDV | INDIVIOR PHARMACEUTICALS INC | $24.0M | 2.29% | 585,664 | Trimmed |
| 15 | RVMD | REVOLUTION MEDICINES INC | $22.7M | 2.16% | 121,308 | Trimmed |
| 16 | UNF | UNIFIRST CORP MASS | $22.4M | 2.14% | 84,865 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.5M | 1.95% | 42,903 | Trimmed |
| 18 | CZR | CAESARS ENTERTAINMENT INC NE | $20.1M | 1.91% | 665,410 | New |
| 19 | AMZN | AMAZON COM INC | $16.2M | 1.55% | 68,122 | New |
| 20 | APGE | APOGEE THERAPEUTICS INC | $15.6M | 1.48% | 117,249 | New |
| 21 | TWO | TWO HARBORS INVENTMENT CORPO | $14.9M | 1.42% | 1.2M | Added |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $13.7M | 1.31% | 46,079 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $13.4M | 1.28% | 30,961 | New |
| 24 | SNDK | SANDISK CORP | $13.4M | 1.27% | 5,874 | Trimmed |
| 25 | ANET | ARISTA NETWORKS INC | $13.3M | 1.26% | 78,123 | New |
Source: SEC Form 13F filings · as of 2026-06-30