13F 机构持仓

Helikon Investments Ltd

LONDON X0 · SEC CIK 0001839497

2026Q22026Q1 更早 9 个季度 🔒
$26.49亿2026Q1 申报市值
17持仓数
83.4%前十大占比 · 第一大 18.5%
6 / 6新建仓 / 清仓
申报市值走势$33.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SKE 18.5%
AAUC 14.4%
CAAP 12.6%
CNL 7.3%
SVM 6.5%
FLUT 5.5%
PPLI 5.3%
SLSR 5.0%
ABVX 4.3%
MGM 4.0%

2026Q1 买入最多 按季末市值估算

SVM 新建仓+$1.73亿
FLUT 新建仓+$1.47亿
ABVX 新建仓+$1.13亿
SGHC 新建仓+$1.02亿
QGEN 新建仓+$7,239.19万

2026Q1 卖出最多 按季末市值估算

AAUC 减仓-$1.31亿
IHS 清仓-$6,550.09万
PAM 清仓-$5,004.79万
TGS 减仓-$3,239.26万
VEON 清仓-$1,811.15万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IHS IHS HOLDING LIMITED $00.00%0 -8,780,288-100.0% -$6,550.09万 清仓
PAM PAMPA ENERGIA S A $00.00%0 -565,449-100.0% -$5,004.79万 清仓
VEON VEON LTD $00.00%0 -344,522-100.0% -$1,811.15万 清仓
LAR LITHIUM ARGENTINA AG $00.00%0 -9,111,000-100.0% -$827.88万 清仓
IFS INTERCORP FINL SVCS INC $00.00%0 -31,223-100.0% -$132.26万 清仓
BTG B2GOLD CORP $00.00%0 -56,760-100.0% -$25.60万 清仓
HSLV HIGHLANDER SILVER CORP $3,041.03万1.15%5,171,822 5,171,822— $3,041.03万 新建仓
— EMPRESA DIST Y COMERCIAL NOR $3,997.51万1.51%1,331,614 -269,702-16.8% -$809.65万 减仓
NEWP NEW PAC METALS CORP $4,113.58万1.55%9,936,183 7,642,644333.2% $3,164.05万 加仓
IRS IRSA INVERSIONES Y REP S A $7,178.93万2.71%4,428,706 286,2176.9% $463.96万 加仓
QGEN QIAGEN NV $7,239.19万2.73%1,807,989 1,807,989— $7,239.19万 新建仓
TGS TRANSPORTADORA DE GAS DEL SU $8,124.12万3.07%2,347,333 -935,932-28.5% -$3,239.26万 减仓
SGHC SUPER GROUP SGHC LIMITED $1.02亿3.84%9,424,702 9,424,702— $1.02亿 新建仓
MGM MGM RESORTS INTERNATIONAL $1.06亿4.02%2,875,004 -113,769-3.8% -$421.06万 减仓
ABVX ABIVAX SA $1.13亿4.26%1,013,324 1,013,324— $1.13亿 新建仓
SLSR SOLARIS RES INC $1.33亿5.04%15,545,845 6,523,77372.3% $5,597.40万 加仓
PPLI IAC INC $1.41亿5.32%3,518,414 1,651,97288.5% $6,612.84万 加仓
FLUT FLUTTER ENTMT PLC $1.47亿5.54%1,439,750 1,439,750— $1.47亿 新建仓
SVM SILVERCORP METALS INC $1.73亿6.53%16,115,414 16,115,414— $1.73亿 新建仓
CNL COLLECTIVE MINING LTD $1.93亿7.30%10,979,312 329,0643.1% $579.48万 加仓
CAAP CORPORACION AMER ARPTS S A $3.33亿12.57%13,165,225 -400,735-3.0% -$1,013.46万 减仓
AAUC ALLIED GOLD CORP $3.81亿14.38%12,272,202 -4,226,296-25.6% -$1.31亿 减仓
SKE SKEENA RES LTD NEW $4.89亿18.47%16,462,865 634,1564.0% $1,884.71万 加仓