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Helikon 投资 · 13F 持仓分析
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Helikon 投资

Helikon Investments LtdNo.1275 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$33.47亿
环比变动 Q1 2026
+$6.99亿+26.4%
持仓股票数
18
新买入
2
加仓
12
减仓
4
清仓
1
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSKEENA RES NEWSKE
13.4%18.47%$4.48亿1,682.3万股$4.89亿1,646.3万股+36.0万股+2.19%加仓
ABIVAXABVX
11.1%4.26%$3.71亿278.7万股$1.13亿101.3万股+177.4万股+175.05%加仓
EELDORADO GOLD NEWEGO
10.38%$3.48亿1,118.0万股$00股+1,118.0万股新买入
CORPORACION AMER ARPTSCAAP
10.23%12.57%$3.42亿1,359.4万股$3.33亿1,316.5万股+42.9万股+3.26%加仓
AALLIED GOLDAAUC
8.21%14.38%$2.75亿1,156.3万股$3.81亿1,227.2万股-70.9万股-5.78%减仓
PPEOPLE INCPPLI
7.79%5.32%$2.61亿565.3万股$1.41亿351.8万股+213.4万股+60.66%加仓
SUPER GROUP SGHC LIMITED ORD SHSSGHC
6.99%3.84%$2.34亿1,726.4万股$1.02亿942.5万股+783.9万股+83.17%加仓
SSILVERCORP METALSSVM
5.26%6.53%$1.76亿1,743.7万股$1.73亿1,611.5万股+132.2万股+8.20%加仓
FLUTTER ENTMTFLUT
4.78%5.54%$1.60亿156.5万股$1.47亿144.0万股+12.5万股+8.71%加仓
SOLARIS RESSLSR
4.75%5.04%$1.59亿1,895.5万股$1.33亿1,554.6万股+340.9万股+21.93%加仓
CCOLLECTIVE MININGCNL
3.9%7.3%$1.31亿1,065.5万股$1.93亿1,097.9万股-32.4万股-2.95%减仓
QQIAGENQGEN
3.6%2.73%$1.21亿308.5万股$7,239.2万180.8万股+127.7万股+70.64%加仓
美高梅MGM
2.89%4.02%$9,681.2万202.5万股$1.06亿287.5万股-85.0万股-29.57%减仓
IRSA INVERSIONES Y REPIRS
2.26%2.71%$7,575.2万490.6万股$7,178.9万442.9万股+47.8万股+10.78%加仓
NNEW PAC METALSNEWP
2.21%1.55%$7,412.2万1,843.8万股$4,113.6万993.6万股+850.2万股+85.57%加仓
HHIGHLANDER SILVERHSLV
1.12%1.15%$3,732.5万801.0万股$3,041.0万517.2万股+283.8万股+54.87%加仓
阿格尼科鹰矿AEM
0.68%$2,266.5万14.6万股$00股+14.6万股新买入
EEmpresa Distribuidora Y Comercializadora Norte S A Spon ADR Repstg 20 CL B SHSEDN
0.45%1.51%$1,516.4万60.8万股$3,997.5万133.2万股-72.4万股-54.38%减仓

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