Institutional Manager · CIK 0002090007
Acasta Partners UK LLP
LONDON, X0 · File #028-26366
Latest AUM
$281.0M
Positions
19
Top-10 Concentration
97.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 19 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Alibaba Group Holding Ltd | BBAAY | 96,000,000 | $149.3M | 53.13% |
| 2 | Lithium Argentina AG | LAR | 32,709,000 | $30.0M | 10.68% |
| 3 | Cable One Inc | CABO | 21,255,000 | $20.9M | 7.45% |
| 4 | Progress Software Corp | 743312AB6 | 20,500,000 | $20.4M | 7.27% |
| 5 | Ramaco Resources Inc | METCZ | 20,000,000 | $16.9M | 6.02% |
| 6 | Celcuity Inc | CELC | 5,550,000 | $12.1M | 4.29% |
| 7 | Silvercorp Metals Inc | SVM | 5,500,000 | $11.2M | 3.99% |
| 8 | Freeport-McMoRan Inc | FCX | 100,934 | $5.1M | 1.82% |
| 9 | iShares iBoxx $ High Yield Corporate Bond ETF | 464288513 | 62,230 | $5.0M | 1.79% |
| 10 | Barrick Mining Corp | 06849F108 | 81,076 | $3.5M | 1.26% |
| 11 | Hudbay Minerals Inc | HBM | 91,700 | $1.8M | 0.65% |
| 12 | Cameco Corp | CCJ | 16,015 | $1.5M | 0.52% |
| 13 | Teck Resources Ltd | TCKRF | 18,068 | $865,276 | 0.31% |
| 14 | Tesla Inc | TSLA | 1,840 | $827,484 | 0.29% |
| 15 | Cogent Biosciences Inc | COGT | 500,000 | $582,430 | 0.21% |
| 16 | Uranium Energy Corp | UEC | 43,000 | $502,240 | 0.18% |
| 17 | Nexgen Energy Ltd | NXE | 42,000 | $386,400 | 0.14% |
| 18 | Diana Shipping Inc | DSX-WT | 228,167 | $18,732 | 0.01% |
| 19 | Core Scientific Inc | 21874A114 | 1 | $8 | 0.00% |