Institutional Fund
Helikon Investments Ltd
London, United KingdomCIK 18394975 filings on record
Portfolio Value
$2.65B
Q1 2026
Holdings
17
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+41.1%
from $1.88B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Skeena Res Ltd New18.5%
- Allied Gold Corp14.4%
- Corporacion Amer Arpts S A12.6%
- Collective Mining Ltd7.3%
- Silvercorp Metals Inc6.5%
- Flutter Entmt PLC5.5%
- Other35.2%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Skeena Res Ltd New | 16.46M | $489.28M | 18.5% | +634.2K | Added |
| 2 | Allied Gold Corp | 12.27M | $380.93M | 14.4% | −4.23M | Reduced |
| 3 | Corporacion Amer Arpts S A | 13.17M | $332.95M | 12.6% | −400.7K | Reduced |
| 4 | Collective Mining Ltd | 10.98M | $193.35M | 7.3% | +329.1K | Added |
| 5 | Silvercorp Metals Inc | 16.12M | $173.08M | 6.5% | +16.12M | New |
| 6 | Flutter Entmt PLC | 1.44M | $146.78M | 5.5% | +1.44M | New |
| 7 | Iac Inc | 3.52M | $140.84M | 5.3% | +1.65M | Added |
| 8 | Solaris Res Inc | 15.55M | $133.38M | 5.0% | +6.52M | Added |
| 9 | Abivax SA | 1.01M | $112.83M | 4.3% | +1.01M | New |
| 10 | Mgm Resorts International | 2.88M | $106.40M | 4.0% | −113.8K | Reduced |
7 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio