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Helikon Investments Ltd · 13F Holdings
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Helikon Investments Ltd

No.1275 Data as of 2026Q2
Latest AUM (Q2 2026)
$3.35B
QoQ Change Q1 2026
+$698.9M+26.4%
Holdings
18
New Buys
2
Adds
12
Reduces
4
Exits
1
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSKEENA RES LTD NEWSKE
13.4%18.47%$448.5M16.8M$489.3M16.5M+360,000+2.19%Add
ABIVAX SAABVX
11.1%4.26%$371.4M2.8M$112.8M1.0M+1.8M+175.05%Add
EELDORADO GOLD CORP NEWEGO
10.38%$347.6M11.2M$00+11.2MNew Buy
CORPORACION AMER ARPTS S ACAAP
10.23%12.57%$342.3M13.6M$332.9M13.2M+429,096+3.26%Add
AALLIED GOLD CORPAAUC
8.21%14.38%$275.0M11.6M$380.9M12.3M-708,910-5.78%Reduce
PPEOPLE INCPPLI
7.79%5.32%$260.9M5.7M$140.8M3.5M+2.1M+60.66%Add
SUPER GROUP SGHC LIMITED ORD SHSSGHC
6.99%3.84%$233.9M17.3M$101.8M9.4M+7.8M+83.17%Add
SSILVERCORP METALS INCSVM
5.26%6.53%$176.1M17.4M$173.1M16.1M+1.3M+8.20%Add
FLUTTER ENTMT PLCFLUT
4.78%5.54%$159.9M1.6M$146.8M1.4M+125,400+8.71%Add
SOLARIS RES INCSLSR
4.75%5.04%$158.8M19.0M$133.4M15.5M+3.4M+21.93%Add
CCOLLECTIVE MINING LTDCNL
3.9%7.3%$130.5M10.7M$193.3M11.0M-324,250-2.95%Reduce
QQIAGEN NVQGEN
3.6%2.73%$120.6M3.1M$72.4M1.8M+1.3M+70.64%Add
MGM RESORTS INTERNATIONALMGM
2.89%4.02%$96.8M2.0M$106.4M2.9M-850,074-29.57%Reduce
IRSA INVERSIONES Y REP S AIRS
2.26%2.71%$75.8M4.9M$71.8M4.4M+477,516+10.78%Add
NNEW PAC METALS CORPNEWP
2.21%1.55%$74.1M18.4M$41.1M9.9M+8.5M+85.57%Add
HHIGHLANDER SILVER CORPHSLV
1.12%1.15%$37.3M8.0M$30.4M5.2M+2.8M+54.87%Add
AGNICO EAGLE MINES LTDAEM
0.68%$22.7M146,103$00+146,103New Buy
EEmpresa Distribuidora Y Comercializadora Norte S A Spon ADR Repstg 20 CL B SHSEDN
0.45%1.51%$15.2M607,528$40.0M1.3M-724,086-54.38%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow