Acasta Partners UK LLP 13F 持仓 · 2026年Q3
Acasta Partners UK 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 2.23 亿美元。前几大持仓：BABA（37.88%）、LAR（13.94%）。本季前 25 大持仓中：新建仓 5 只、增持 1 只、减持 3 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding Limited | $84.5M | 37.88% | 0 | 减持 |
| 2 | LAR | Lithium Argentina AG | $31.1M | 13.94% | 0 | 持平 |
| 3 | JAZZ INVESTMENTS I LTD | $28.4M | 12.72% | 0 | 新建仓 | |
| 4 | MQMNW | McEwen Inc | $18.5M | 8.28% | 0 | 持平 |
| 5 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $13.0M | 5.82% | 168,095 | 减持 |
| 6 | METCZ | Ramaco Resources, Inc. | $12.6M | 5.65% | 0 | 持平 |
| 7 | OPI | Office Properties Income Trust | $8.6M | 3.87% | 541,721 | 新建仓 |
| 8 | VRDN | Viridian Therapeutics, Inc. | $5.7M | 2.57% | 0 | 新建仓 |
| 9 | HBM | Hudbay Minerals Inc. | $5.3M | 2.36% | 197,352 | 增持 |
| 10 | CELC | Celcuity Inc. | $3.6M | 1.62% | 0 | 持平 |
| 11 | CELC | Celcuity Inc. | $2.4M | 1.08% | 0 | 新建仓 |
| 12 | CCJ | Cameco Corporation | $1.9M | 0.86% | 22,115 | 持平 |
| 13 | ARWR | Arrowhead Pharmaceuticals, Inc. | $1.5M | 0.69% | 0 | 持平 |
| 14 | USAR | USA Rare Earth, Inc. | $1.4M | 0.62% | 97,900 | 持平 |
| 15 | ISOU | IsoEnergy Ltd (Pre-Reincorporation) | $1.3M | 0.60% | 150,700 | 持平 |
| 16 | UEC | Uranium Energy Corp. | $1.3M | 0.60% | 142,616 | 持平 |
| 17 | NXE | NexGen Energy Ltd. | $1.2M | 0.54% | 131,787 | 持平 |
| 18 | BMM | Blue Moon Metals Inc. | $498,876 | 0.22% | 100,000 | 减持 |
| 19 | NFE | New Fortress Energy Inc. | $182,702 | 0.08% | 29,139 | 新建仓 |
| 20 | BMOOF | Blue Moon Metals Inc | $0 | 0.00% | 0 | 清仓 |
| 21 | CORZW | Core Scientific Inc | $0 | 0.00% | 0 | 清仓 |
| 22 | DSX.WS | Diana Shipping Inc | $0 | 0.00% | 0 | 清仓 |
| 23 | HIVE | HIVE Digital Technologies Ltd | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR