EdgeMarket › What Melqart Asset Management (Uk) Ltd reported owning
What Melqart Asset Management (Uk) Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
41Quarter
2026-03-31Shown below
41largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EA ELECTRONIC ARTS INC. | 75.4M | 7.4% | 369.8K | 209.70 | +33.5% |
| TXNM TXNM ENERGY INC | 61.4M | 6.1% | 1.1M | 57.22 | +1.2% |
| WBD Warner Bros. Discovery, Inc. | 55.7M | 5.5% | 2.0M | 28.55 | +147.4% |
| CYTK CYTOKINETICS INC | 55.6M | 5.5% | 843.9K | 76.84 | +105.9% |
| unmapped CUSIP 16115Q308 | 54.8M | 5.4% | 265.2K | — | — |
| unmapped CUSIP 185123106 | 53.6M | 5.3% | 2.3M | — | — |
| NSC NORFOLK SOUTHERN CORP | 46.2M | 4.6% | 160.8K | 350.72 | +22.8% |
| KVUE Kenvue Inc. | 43.2M | 4.3% | 2.5M | 19.06 | -11.9% |
| NVDA NVIDIA CORP | 42.9M | 4.2% | 245.8K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 39.4M | 3.9% | 116.5K | 418.95 | +83.3% |
| SNDK Sandisk Corp | 31.3M | 3.1% | 49.2K | 1,596.08 | +3494.8% |
| GPN GLOBAL PAYMENTS INC | 28.9M | 2.8% | 429.3K | 93.49 | +9.0% |
| PEN Penumbra Inc | 26.9M | 2.6% | 81.8K | 325.18 | +27.2% |
| unmapped CUSIP 880881107 | 26.7M | 2.6% | 507.2K | — | — |
| RVMD Revolution Medicines, Inc. | 26.3M | 2.6% | 270.4K | 209.46 | +479.3% |
| AXTA Axalta Coating Systems Ltd. | 25.5M | 2.5% | 922.3K | 36.20 | +17.8% |
| ASML ASML HOLDING NV | 24.9M | 2.5% | 18.9K | 1,763.76 | +135.3% |
| MRVL Marvell Technology, Inc. | 23.7M | 2.3% | 238.9K | 237.04 | +232.8% |
| FN Fabrinet | 23.1M | 2.3% | 44.2K | 436.67 | +55.8% |
| AVGO Broadcom Inc. | 22.3M | 2.2% | 72.1K | 368.45 | +26.5% |
| INDV Indivior Pharmaceuticals, Inc. | 20.9M | 2.1% | 684.3K | 36.87 | +52.7% |
| VSNT Versant Media Group, Inc. | 20.1M | 2.0% | 544.2K | 38.75 | — |
| UNF UNIFIRST CORP | 18.6M | 1.8% | 73.8K | 290.25 | +66.9% |
| WDC WESTERN DIGITAL CORP | 17.4M | 1.7% | 64.2K | 459.44 | +507.4% |
| FWRD FORWARD AIR CORP | 14.7M | 1.4% | 877.7K | 18.11 | -34.8% |
| CPRI Capri Holdings Ltd | 14.7M | 1.4% | 832.1K | 13.65 | -32.3% |
| AMD ADVANCED MICRO DEVICES INC | 14.2M | 1.4% | 69.9K | 473.25 | +186.5% |
| VAL Valaris Ltd | 13.1M | 1.3% | 134.0K | 87.76 | +94.9% |
| AES AES CORP | 13.0M | 1.3% | 919.2K | 14.77 | +11.9% |
| URA Global X Uranium ETF | 11.9M | 1.2% | 246.3K | 46.07 | +26.4% |
| PENN PENN Entertainment, Inc. | 11.6M | 1.1% | 773.6K | 18.64 | -0.1% |
| ORCL ORACLE CORP | 10.2M | 1.0% | 69.3K | 146.47 | -37.7% |
| MBC MasterBrand, Inc. | 8.9M | 0.9% | 1.1M | 9.11 | -25.9% |
| RTAC Renatus Tactical Acquisition Corp I | 7.1M | 0.7% | 694.1K | 10.45 | -1.9% |
| AEVA Aeva Technologies, Inc. | 6.9M | 0.7% | 524.7K | 18.29 | +36.4% |
| SIMO Silicon Motion Technology CORP | 6.2M | 0.6% | 55.1K | 258.36 | +248.5% |
| CMBT CMB.TECH NV | 5.3M | 0.5% | 418.2K | 18.05 | +124.5% |
| TWO TWO HARBORS INVESTMENT CORP. | 4.3M | 0.4% | 377.0K | 12.05 | +19.0% |
| TAC TRANSALTA CORP | 3.0M | 0.3% | 227.4K | 12.21 | -0.8% |
| IHRT iHeartMedia, Inc. | 2.8M | 0.3% | 969.7K | 2.79 | +24.6% |
| OII OCEANEERING INTERNATIONAL INC | 1.5M | 0.2% | 42.9K | 53.00 | +135.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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