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Midas Edge

13-F holdings, Q2 2026

Helikon Investments Ltd

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$3.3B
Positions
18
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. SKE$448.5M
    16,822,865 shares13.4% of the book
  2. ABVX$371.4M
    2,787,131 shares11.1% of the book
  3. EGO$347.6M
    11,180,130 shares10.4% of the book
  4. CAAP$342.3M
    13,594,321 shares10.2% of the book
  5. AAUC$275M
    11,563,292 shares8.2% of the book
  6. PPLI$260.9M
    5,652,519 shares7.8% of the book
  7. SGHC$233.9M
    17,263,516 shares7% of the book
  8. SVM$176.1M
    17,437,340 shares5.3% of the book
  9. FLUT$159.9M
    1,565,150 shares4.8% of the book
  10. SLSR$158.8M
    18,955,119 shares4.7% of the book

What changed this quarter

2 new positions and 1 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • EGO

    ELDORADO GOLD CORP NEW

    +$347.6M

    New

  • ABVX

    ABIVAX SA

    +$236.4M

    +175% shares

  • SGHC

    SUPER GROUP SGHC LIMITED

    +$106.2M

    +83.2% shares

  • PPLI

    PEOPLE INC

    +$98.5M

    +60.7% shares

  • QGEN

    QIAGEN NV

    +$49.9M

    +70.6% shares

Largest sells

  • TGS

    TRANSPORTADORA DE GAS DEL SU

    −$81.2M

    Sold out, was 3.1% of the book

  • MGM

    MGM RESORTS INTERNATIONAL

    −$40.6M

    -29.6% shares

  • EDN

    EMPRESA DIST Y COMERCIAL NOR

    −$18.1M

    -54.4% shares

  • AAUC

    ALLIED GOLD CORP

    −$16.9M

    -5.8% shares

  • CNL

    COLLECTIVE MINING LTD

    −$4M

    -3% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.