Melqart Asset Management (UK) Ltd

Institutional manager (13F) · CIK 1712901

13F holdings · as of 2026-03-31 · top 41 · reported portfolio $1.0B

#	Issuer	Value	Shares
1	ELECTRONIC ARTS INC	$75M	369,849
2	TXNM ENERGY INC	$61M	1,050,947
3	WARNER BROS DISCOVERY INC	$56M	2,027,609
4	CYTOKINETICS INC	$56M	843,949
5	CHART INDS INC	$55M	265,236
6	CLEARWATER ANALYTICS HLDGS I	$54M	2,265,906
7	NORFOLK SOUTHN CORP	$46M	160,848
8	KENVUE INC	$43M	2,508,632
9	NVIDIA CORPORATION	$43M	245,804
10	TAIWAN SEMICONDUCTOR MANUFAC	$39M	116,470
11	SANDISK CORP	$31M	49,220
12	GLOBAL PMTS INC	$29M	429,281
13	PENUMBRA INC	$27M	81,822
14	TERNS PHARMACEUTICALS INC	$27M	507,187
15	REVOLUTION MEDICINES INC	$26M	270,363
16	AXALTA COATING SYS LTD	$26M	922,310
17	ASML HLDG NV	$25M	18,870
18	MARVELL TECHNOLOGY INC	$24M	238,904
19	FABRINET	$23M	44,208
20	BROADCOM INC	$22M	72,089
21	INDIVIOR PHARMACEUTICALS INC	$21M	684,320
22	VERSANT MEDIA GROUP INC	$20M	544,245
23	UNIFIRST CORP MASS	$19M	73,814
24	WESTERN DIGITAL CORP	$17M	64,216
25	FORWARD AIR CORP	$15M	877,744
26	CAPRI HOLDINGS LIMITED	$15M	832,090
27	ADVANCED MICRO DEVICES INC	$14M	69,878
28	VALARIS LTD	$13M	133,992
29	AES CORP	$13M	919,232
30	GLOBAL X FDS	$12M	246,307
31	PENN ENTERTAINMENT INC	$12M	773,591
32	ORACLE CORP	$10M	69,327
33	MASTERBRAND INC	$9M	1,073,202
34	RENATUS TACTICAL ACQUIS	$7M	694,096
35	AEVA TECHNOLOGIES INC	$7M	524,686
36	SILICON MOTION TECHNOLOGY CO	$6M	55,124
37	CMB.TECH NV	$5M	418,161
38	TWO HARBORS INVENTMENT CORPO	$4M	376,970
39	TRANSALTA CORP	$3M	227,406
40	IHEARTMEDIA INC	$3M	969,704
41	OCEANEERING INTL INC	$2M	42,922

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.