Melqart Asset Management (UK) Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| WARNER BROS DISCOVERY INC | 0 | 2,564,169 | +2,564,169 | 0 | 73,899,351 | +73,899,351 |
| CHART INDS INC | 0 | 246,240 | +246,240 | 0 | 50,782,075 | +50,782,075 |
| ELECTRONIC ARTS INC | 0 | 246,742 | +246,742 | 0 | 50,416,793 | +50,416,793 |
| KENVUE INC | 0 | 2,508,632 | +2,508,632 | 0 | 43,273,902 | +43,273,902 |
| NORFOLK SOUTHN CORP | 0 | 149,215 | +149,215 | 0 | 43,081,355 | +43,081,355 |
| EXACT SCIENCES CORP | 0 | 376,840 | +376,840 | 0 | 38,271,870 | +38,271,870 |
| FRONTIER COMMUNICATIONS PARE | 0 | 1,511,884 | +1,511,884 | 0 | 57,557,424 | +57,557,424 |
| PLYMOUTH INDL REIT INC | 0 | 1,426,429 | +1,426,429 | 0 | 31,210,267 | +31,210,267 |
| AXALTA COATING SYS LTD | 0 | 840,804 | +840,804 | 0 | 27,166,377 | +27,166,377 |
| AVIDITY BIOSCIENCES INC | 0 | 355,691 | +355,691 | 0 | 25,655,992 | +25,655,992 |
| BROADCOM INC | 0 | 147,076 | +147,076 | 0 | 50,903,004 | +50,903,004 |
| SNOWFLAKE INC | 0 | 144,695 | +144,695 | 0 | 31,740,295 | +31,740,295 |
| CONFLUENT INC | 0 | 815,896 | +815,896 | 0 | 24,672,695 | +24,672,695 |
| CLEARWATER ANALYTICS HLDGS I | 0 | 769,361 | +769,361 | 0 | 18,556,987 | +18,556,987 |
| ORACLE CORP | 0 | 83,897 | +83,897 | 0 | 16,352,364 | +16,352,364 |
| GLOBAL PMTS INC(Call) | 0 | 210,500 | +210,500 | 0 | 16,292,700 | +16,292,700 |
| ADVANCED MICRO DEVICES INC | 0 | 68,439 | +68,439 | 0 | 14,656,896 | +14,656,896 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 116,673 | +116,673 | 0 | 35,455,758 | +35,455,758 |
| TXNM ENERGY INC | 0 | 789,989 | +789,989 | 0 | 46,514,552 | +46,514,552 |
| FORWARD AIR CORP | 0 | 849,876 | +849,876 | 0 | 21,246,900 | +21,246,900 |
| RENATUS TACTICAL ACQUIS | 0 | 694,096 | +694,096 | 0 | 7,406,004 | +7,406,004 |
| MICRON TECHNOLOGY INC | 0 | 40,020 | +40,020 | 0 | 11,422,108 | +11,422,108 |
| AMAZON COM INC | 0 | 64,329 | +64,329 | 0 | 14,848,420 | +14,848,420 |
| CIDARA THERAPEUTICS INC | 0 | 26,461 | +26,461 | 0 | 5,844,970 | +5,844,970 |
| TWILIO INC | 0 | 40,447 | +40,447 | 0 | 5,753,181 | +5,753,181 |
| JFROG LTD | 0 | 82,764 | +82,764 | 0 | 5,169,439 | +5,169,439 |
| CAPRI HOLDINGS LIMITED | 0 | 618,978 | +618,978 | 0 | 15,103,063 | +15,103,063 |
| SHOPIFY INC | 0 | 32,388 | +32,388 | 0 | 5,213,496 | +5,213,496 |
| GLOBAL PMTS INC | 0 | 37,386 | +37,386 | 0 | 2,893,676 | +2,893,676 |
| IHEARTMEDIA INC | 0 | 528,569 | +528,569 | 0 | 2,198,847 | +2,198,847 |
| AEVA TECHNOLOGIES INC | 0 | 547,436 | +547,436 | 0 | 7,269,950 | +7,269,950 |
| FRONTLINE PLC | 0 | 100,016 | +100,016 | 0 | 2,182,349 | +2,182,349 |
| MONGODB INC | 0 | 27,738 | +27,738 | 0 | 11,641,361 | +11,641,361 |
| NVIDIA CORPORATION | 0 | 156,486 | +156,486 | 0 | 29,184,639 | +29,184,639 |
| KENNEDY-WILSON HOLDINGS INC | 0 | 26,843 | +26,843 | 0 | 259,572 | +259,572 |
| MASTERBRAND INC | 0 | 21,180 | +21,180 | 0 | 233,827 | +233,827 |
| SILICON MOTION TECHNOLOGY CO | 0 | 98,417 | +98,417 | 0 | 9,123,256 | +9,123,256 |
| ABIVAX SA | 0 | 32,991 | +32,991 | 0 | 4,449,001 | +4,449,001 |
| SANDISK CORP | 0 | 63,356 | +63,356 | 0 | 15,039,447 | +15,039,447 |
| CYTOKINETICS INC | 0 | 622,898 | +622,898 | 0 | 39,578,939 | +39,578,939 |
| PENN ENTERTAINMENT INC | 0 | 713,416 | +713,416 | 0 | 10,522,886 | +10,522,886 |
| ELASTIC N V | 0 | 0 | 0 | 0 | 0 | 0 |
| DYNATRACE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MARVELL TECHNOLOGY INC | 0 | 268,104 | +268,104 | 0 | 22,783,478 | +22,783,478 |
| MONDAY COM LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| CYBERARK SOFTWARE LTD | 0 | 103,952 | +103,952 | 0 | 46,368,829 | +46,368,829 |
| WESTERN DIGITAL CORP | 0 | 99,431 | +99,431 | 0 | 17,128,978 | +17,128,978 |
| ARISTA NETWORKS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| GDS HLDGS LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| ALPHABET INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WILLSCOT HLDGS CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| NUTANIX INC | 0 | 0 | 0 | 0 | 0 | 0 |
| RUBRIK INC. | 0 | 83,931 | +83,931 | 0 | 6,419,043 | +6,419,043 |
| VERONA PHARMA PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| BAIDU INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| INDIVIOR PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| UNITED PARKS & RESORTS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CARNIVAL CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| COINBASE GLOBAL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TESLA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WNS HLDGS LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| KELLANOVA | 0 | 0 | 0 | 0 | 0 | 0 |
| SYNOPSYS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ALLETE INC | 0 | 0 | 0 | 0 | 0 | 0 |