# Acasta Partners UK LLP

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 2090007. Source: https://holderbook.com/funds/2090007-acasta-partners-uk-llp/

- Reported value: $223.2M
- Positions: 19
- Weight of the ten largest: 94.7%
- Filed: 2026-10-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | - | $84.5M | 67,500,000 | 37.9% | 4 |
| LITHIUM ARGENTINA AG | - | $31.1M | 31,509,000 | 13.9% | 4 |
| JAZZ INVESTMENTS I LTD | - | $28.4M | 17,500,000 | 12.7% | 1 |
| MCEWEN INC. | - | $18.5M | 10,000,000 | 8.3% | 3 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $13.0M | 168,095 | 5.8% | 4 |
| RAMACO RES INC | - | $12.6M | 20,000,000 | 5.7% | 4 |
| OFFICE PPTYS INCOME TR | - | $8.6M | 541,721 | 3.9% | 1 |
| VIRIDIAN THERAPEUTICS INC | - | $5.7M | 5,000,000 | 2.6% | 1 |
| HUDBAY MINERALS INC | [HBM](https://holderbook.com/stocks/HBM/) | $5.3M | 197,352 | 2.4% | 4 |
| CELCUITY INC | - | $3.6M | 2,000,000 | 1.6% | 4 |
| CELCUITY INC | - | $2.4M | 2,500,000 | 1.1% | 1 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $1.9M | 22,115 | 0.9% | 4 |
| ARROWHEAD PHARMACEUTICALS IN | - | $1.5M | 1,500,000 | 0.7% | 3 |
| USA RARE EARTH INC | [USAR](https://holderbook.com/stocks/USAR/) | $1.4M | 97,900 | 0.6% | 2 |
| URANIUM ENERGY CORP | [UEC](https://holderbook.com/stocks/UEC/) | $1.3M | 142,616 | 0.6% | 4 |
| ISOENERGY LTD | [ISOU](https://holderbook.com/stocks/ISOU/) | $1.3M | 150,700 | 0.6% | 3 |
| NEXGEN ENERGY LTD | [NXE](https://holderbook.com/stocks/NXE/) | $1.2M | 131,787 | 0.5% | 4 |
| BLUE MOON METALS INC | [BMM](https://holderbook.com/stocks/BMM/) | $498.9K | 100,000 | 0.2% | 2 |
|  | - | $182.7K | 29,139 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $223.2M | 19 |
| Q2 2026 | $189.5M | 18 |
| Q1 2026 | $263.0M | 21 |
| Q4 2025 | $281.0M | 19 |