PSquared Asset Management AG
Top Portfolio Positions
15 positions ·
$287,281,634 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
1,663,164 | $45,670,483 | 15.90% | |
| IHS |
IHS Holding Ltd
Real Estate
|
4,343,787 | $35,749,367 | 12.44% | |
| SLSR |
Solaris Resources Inc.
Basic Materials
|
4,084,315 | $35,043,422 | 12.20% | |
| HOLX |
HOLOGIC INC
Healthcare
|
405,920 | $30,683,492 | 10.68% | |
| NSC |
Norfolk Southern Corp
Industrials
|
96,385 | $27,662,495 | 9.63% | |
| GTLS |
Chart Industries Inc
Industrials
|
117,407 | $24,273,897 | 8.45% | |
| AAUC |
Allied Gold Corp
Basic Materials
|
740,000 | $22,969,600 | 8.00% | |
| FOLD |
AMICUS THERAPEUTICS, INC.
Healthcare
|
1,101,228 | $15,923,756 | 5.54% | |
| PEN |
Penumbra Inc
Healthcare
|
42,785 | $14,049,310 | 4.89% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
138,290 | $13,448,702 | 4.68% |
Portfolio Trend
22 quarters · across all stocks
Holdings in FOLD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,923,756 | 1,101,228 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,952,000 | 1,050,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||