Melqart Asset Management (Uk) Ltd Top Holdings and 13F Report (2025) About Melqart Asset Management (Uk) LtdInvestment ActivityMelqart Asset Management (Uk) Ltd has $699.69 million in total holdings as of June 30, 2025.Melqart Asset Management (Uk) Ltd owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 32.99% of the portfolio was purchased this quarter.About 49.13% of the portfolio was sold this quarter.This quarter, Melqart Asset Management (Uk) Ltd has purchased 46 new stocks and bought additional shares in 12 stocks.Melqart Asset Management (Uk) Ltd sold shares of 10 stocks and completely divested from 24 stocks this quarter.Largest Holdings Hess $104,905,813ANSYS $78,486,782Skechers U.S.A. $55,298,821Allete $53,505,626Cytokinetics $43,834,796 Largest New Holdings this Quarter 830566105 - Skechers U.S.A. $55,298,821 Holding88160R101 - Tesla $21,458,251 Holding007903107 - Advanced Micro Devices $15,383,379 Holding09627Y109 - Blueprint Medicines $14,027,635 Holding931427108 - Walgreens Boots Alliance $10,287,595 Holding Largest Purchases this Quarter Skechers U.S.A. 876,368 shares (about $55.30M)Hess 226,514 shares (about $31.38M)Tesla 67,551 shares (about $21.46M)Advanced Micro Devices 108,410 shares (about $15.38M)Blueprint Medicines 109,437 shares (about $14.03M) Largest Sales this Quarter Snowflake 44,546 shares (about $9.97M)RUBRIK INC. 62,824 shares (about $5.63M)Nutanix 69,392 shares (about $5.30M)Dynatrace 90,707 shares (about $5.01M)Silicon Motion Technology 65,546 shares (about $4.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMelqart Asset Management (Uk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHESHess$104,905,813$31,381,250 ▲42.7%757,22415.0%EnergyANSSANSYS$78,486,782$407,766 ▲0.5%223,46911.2%Computer and TechnologySKXSkechers U.S.A.$55,298,821$55,298,821 ▲New Holding876,3687.9%Consumer DiscretionaryALEAllete$53,505,626$12,640,178 ▲30.9%835,1127.6%UtilitiesCYTKCytokinetics$43,834,796$10,813,067 ▲32.7%1,326,7196.3%MedicalNVDANVIDIA$43,201,576$4,817,431 ▼-10.0%273,4456.2%Computer and TechnologyAVGOBroadcom$37,471,310$12,581,769 ▲50.6%135,9385.4%Computer and TechnologyKKellanova$33,590,291$4,572,816 ▼-12.0%422,3604.8%Consumer DiscretionaryESGREnstar Group$32,631,293$8,963,994 ▲37.9%97,0134.7%FinanceMRVLMarvell Technology$30,945,836$12,102,961 ▲64.2%399,8174.4%Computer and TechnologyTSLATesla$21,458,251$21,458,251 ▲New Holding67,5513.1%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$19,689,455$5,824,417 ▲42.0%86,9332.8%Computer and TechnologyWDCWestern Digital$17,185,666$4,356,183 ▲34.0%268,5682.5%Computer and TechnologyAMDAdvanced Micro Devices$15,383,379$15,383,379 ▲New Holding108,4102.2%Computer and TechnologyBPMCBlueprint Medicines$14,027,635$14,027,635 ▲New Holding109,4372.0%MedicalPENNPENN Entertainment$13,409,505$379,398 ▲2.9%750,3921.9%Consumer DiscretionaryWSCWillScot$11,919,493$2,506,004 ▲26.6%435,0181.7%FinanceWBAWalgreens Boots Alliance$10,287,595$10,287,595 ▲New Holding896,1321.5%Retail/WholesaleRUBRIK INC.$8,661,024$5,628,402 ▼-39.4%96,6741.2%CL AGOOGLAlphabet$8,581,344$8,581,344 ▲New Holding48,6941.2%Computer and TechnologyCYBRCyberArk Software$8,058,258$2,056,371 ▼-20.3%19,8051.2%Computer and TechnologySHOPShopify$6,895,046$3,085,843 ▼-30.9%59,7751.0%Computer and TechnologyMNDYmonday.com$6,563,827$2,078,713 ▼-24.1%20,8720.9%Computer and TechnologySNOWSnowflake$4,500,686$9,968,058 ▼-68.9%20,1130.6%Computer and TechnologySIMOSilicon Motion Technology$4,355,650$4,927,092 ▼-53.1%57,9440.6%Computer and TechnologyDTDynatrace$4,269,500$5,007,934 ▼-54.0%77,3320.6%Computer and TechnologyAPPFAppFolio$3,876,073$736,666 ▲23.5%16,8320.6%Computer and TechnologyNTNXNutanix$3,624,097$5,304,325 ▼-59.4%47,4110.5%Computer and TechnologyINDVIndivior$2,469,525$2,469,525 ▲New Holding167,5390.4%MedicalAGSPlayAGS$601,194$601,194 ▲New Holding48,1340.1%Consumer DiscretionaryXUnited States Steel$0$101,922,541 ▼-100.0%00.0%Basic MaterialsITCIIntra-Cellular Therapies$0$52,859,684 ▼-100.0%00.0%MedicalJNPRJuniper Networks$0$18,009,121 ▼-100.0%00.0%Computer and TechnologyDFSDiscover Financial Services$0$16,439,776 ▼-100.0%00.0%FinanceEVRIEveri$0$11,921,197 ▼-100.0%00.0%Business ServicesBECNBeacon Roofing Supply$0$11,879,035 ▼-100.0%00.0%Retail/WholesaleAMEDAmedisys$0$11,252,600 ▼-100.0%00.0%MedicalSWTXSpringWorks Therapeutics$0$10,611,632 ▼-100.0%00.0%MedicalMUMicron Technology$0$8,561,880 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$6,617,347 ▼-100.0%00.0%Computer and TechnologyYNDXYandex$0$5,905,839 ▼-100.0%00.0%Computer and TechnologySTXSeagate Technology$0$5,683,070 ▼-100.0%00.0%Computer and TechnologyHUBSHubSpot$0$5,378,695 ▼-100.0%00.0%Computer and TechnologyROIVRoivant Sciences$0$5,071,073 ▼-100.0%00.0%MedicalARISTA NETWORKS INC$0$4,368,942 ▼-100.0%00.0%COM SHSVERXVertex$0$4,150,996 ▼-100.0%00.0%Computer and TechnologyFROFrontline$0$2,783,885 ▼-100.0%00.0%TransportationONESTREAM INC$0$2,713,552 ▼-100.0%00.0%CL AMDBMongoDB$0$2,670,290 ▼-100.0%00.0%Computer and TechnologyBRZEBraze$0$2,646,179 ▼-100.0%00.0%Computer and TechnologyAMSWAAmerican Software$0$1,970,418 ▼-100.0%00.0%Computer and TechnologyAMPSAltus Power$0$1,318,581 ▼-100.0%00.0%EnergyACCDAccolade$0$1,314,529 ▼-100.0%00.0%Business ServicesCPRICapri$0$272,274 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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