Helikon Investments Ltd
Top Portfolio Positions
17 positions ·
$2,729,665,956 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SKE |
Skeena Resources Ltd
Basic Materials
|
16,462,865 | $489,276,347 | 17.92% | |
| AAUC |
Allied Gold Corp
Basic Materials
|
12,272,202 | $380,929,150 | 13.96% | |
| CAAP |
Corporacion America Airports S.A.
Industrials
|
13,165,225 | $332,948,540 | 12.20% | |
| CNL |
Collective Mining Ltd.
Basic Materials
|
10,979,312 | $193,345,684 | 7.08% | |
| SVM |
Silvercorp Metals Inc
Basic Materials
|
16,115,414 | $173,079,546 | 6.34% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
1,439,750 | $146,782,512 | 5.38% | |
| PPLI |
People Inc
Communication Services
|
3,518,414 | $140,842,112 | 5.16% | |
| SLSR |
Solaris Resources Inc.
Basic Materials
|
15,545,845 | $133,383,350 | 4.89% | |
| ABVX |
Abivax S.A.
Healthcare
|
1,013,324 | $112,833,627 | 4.13% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
2,875,004 | $106,403,898 | 3.90% |
Portfolio Trend
22 quarters · across all stocks
Holdings in AAUC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,929,150 | 12,272,202 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $377,485,634 | 16,498,498 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $258,038,461 | 14,736,634 | Shares | Sole | 2025-11-10 | |
| 2025-07-31 | $181,981,110 | 14,118,007 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $159,426,663 | 11,791,913 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||