Institutional Manager · CIK 0001803200
ACME, LLC
San Francisco, CA · File #028-19974
Latest AUM
$9.7M
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | IonQ, Inc. | IONQ-WT | -100,000 | -$4.5M | -$1.7M |
| REDUCE | DiDi Global, Inc. | DIDIY | 0 | $0 | -$1.7M |
| REDUCE | Rent the Runway, Inc. | RENT | 0 | $0 | +$43,724 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $9.7M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $17.6M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $19.2M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $18.8M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $32.7M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $41.1M
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $42.2M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $57.7M
- 13F HOLDINGS REPORTQ/E Dec 20237 pos · $77.2M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DiDi Global, Inc. | DIDIY | 1,785,707 | $9.4M | 97.07% |
| 2 | IonQ, Inc. | IONQ-WT | 3,752 | $168,352 | 1.73% |
| 3 | Rent the Runway, Inc. | RENT | 14,673 | $116,061 | 1.19% |