Fund HoldingsHelikon Investments Ltd

Total Portfolio Value
$2.65B
Total Bought
$954.60M
Total Sold
$189.94M
Net Transaction
+$764.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SILVERCORP METALS INC(SVM)016,115,414+16,115,4140173,0806.53%+173,080
FLUTTER ENTMT PLC(FLUT)01,439,750+1,439,7500146,7835.54%+146,783
SKEENA RES LTD NEW(SKE)15,828,70916,462,865+634,156375,615489,27618.47%+113,661
ABIVAX SA(ABVX)01,013,324+1,013,3240112,8344.26%+112,834
SUPER GROUP SGHC LIMITED
ORD SHS
09,424,702+9,424,7020101,7873.84%+101,787
QIAGEN NV(QGEN)01,807,989+1,807,989072,3922.73%+72,392
IAC INC(PPLI)1,866,4423,518,414+1,651,97272,978140,8425.32%+67,864
SOLARIS RES INC(SLSR)9,022,07215,545,845+6,523,77371,906133,3835.04%+61,477
COLLECTIVE MINING LTD(CNL)10,650,24810,979,312+329,064155,387193,3467.30%+37,959
NEW PAC METALS CORP2,293,5399,936,183+7,642,6448,05041,1361.55%+33,085
HIGHLANDER SILVER CORP(HSLV)05,171,822+5,171,822030,4101.15%+30,410
ALLIED GOLD CORP(AAUC)16,498,49812,272,202-4,226,296377,486380,92914.38%+3,444
IRSA INVERSIONES Y REP S A(IRS)4,142,4894,428,706+286,21768,51771,7892.71%+3,273
B2GOLD CORP(BTG)56,7600-56,7602560-256
INTERCORP FINL SVCS INC
SHS
31,2230-31,2231,3230-1,323
MGM RESORTS INTERNATIONAL(MGM)2,988,7732,875,004-113,769109,060106,4044.02%-2,656
EMPRESA DIST Y COMERCIAL NOR(EDN)1,601,3161,331,614-269,70247,97539,9751.51%-8,000
LITHIUM ARGENTINA AG(LAR)0008,2790-8,279
VEON LTD(VEON)344,5220-344,52218,1120-18,112
CORPORACION AMER ARPTS S A
COM
13,565,96013,165,225-400,735352,715332,94912.57%-19,766
TRANSPORTADORA DE GAS DEL SU(TGS)3,283,2652,347,333-935,932102,07781,2413.07%-20,836
PAMPA ENERGIA S A(PAM)565,4490-565,44950,0480-50,048
IHS HOLDING LIMITED
ORD SHS
8,780,2880-8,780,28865,5010-65,501
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