Helikon Investments Ltd 13F 持仓 · 2026年Q2
Helikon Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 33.47 亿美元。前几大持仓：SKE（13.40%）、ABVX（11.10%）、EGO（10.38%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 4 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | $448.5M | 13.40% | 16.8M | 增持 |
| 2 | ABVX | ABIVAX SA | $371.4M | 11.10% | 2.8M | 增持 |
| 3 | EGO | ELDORADO GOLD CORP NEW | $347.6M | 10.38% | 11.2M | 新建仓 |
| 4 | CAAP | CORPORACION AMER ARPTS S A | $342.3M | 10.23% | 13.6M | 增持 |
| 5 | AAUC | ALLIED GOLD CORP | $275.0M | 8.21% | 11.6M | 减持 |
| 6 | PPLI | PEOPLE INC | $260.9M | 7.79% | 5.7M | 增持 |
| 7 | SGHC | SUPER GROUP SGHC LIMITED | $233.9M | 6.99% | 17.3M | 增持 |
| 8 | SVM | SILVERCORP METALS INC | $176.1M | 5.26% | 17.4M | 增持 |
| 9 | FLUT | FLUTTER ENTMT PLC | $159.9M | 4.78% | 1.6M | 增持 |
| 10 | SLSR | SOLARIS RES INC | $158.8M | 4.75% | 19.0M | 增持 |
| 11 | CNL | COLLECTIVE MINING LTD | $130.5M | 3.90% | 10.7M | 减持 |
| 12 | QGEN | QIAGEN NV | $120.6M | 3.60% | 3.1M | 增持 |
| 13 | MGM | MGM RESORTS INTERNATIONAL | $96.8M | 2.89% | 2.0M | 减持 |
| 14 | IRS | IRSA INVERSIONES Y REP S A | $75.8M | 2.26% | 4.9M | 增持 |
| 15 | NEWP | NEW PAC METALS CORP | $74.1M | 2.21% | 18.4M | 增持 |
| 16 | HSLV | HIGHLANDER SILVER CORP | $37.3M | 1.12% | 8.0M | 增持 |
| 17 | AEM | AGNICO EAGLE MINES LTD | $22.7M | 0.68% | 146,103 | 新建仓 |
| 18 | EDN | EMPRESA DIST Y COMERCIAL NOR | $15.2M | 0.45% | 607,528 | 减持 |
| 19 | TGS | TRANSPORTADORA DE GAS DEL SU | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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