Helikon Investments Ltd
LONDON X0 · SEC CIK 0001839497
$33.47亿2026Q2 申报市值
18持仓数
82.9%前十大占比 · 第一大 13.4%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EGO 新建仓+$3.48亿
ABVX 加仓+$2.36亿
SGHC 加仓+$1.06亿
PPLI 加仓+$9,851.03万
QGEN 加仓+$4,993.72万
2026Q2 卖出最多 按季末市值估算
TGS 清仓-$8,124.12万
MGM 减仓-$4,064.20万
EMPRESA DIST Y C 减仓-$1,807.32万
AAUC 减仓-$1,685.79万
CNL 减仓-$397.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TGS | TRANSPORTADORA DE GAS DEL SU | $0 | 0.00% | 0 | -2,347,333 | -100.0% | -$8,124.12万 | 清仓 |
| — | EMPRESA DIST Y COMERCIAL NOR | $1,516.39万 | 0.45% | 607,528 | -724,086 | -54.4% | -$1,807.32万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,266.50万 | 0.68% | 146,103 | 146,103 | — | $2,266.50万 | 新建仓 |
| HSLV | HIGHLANDER SILVER CORP | $3,732.47万 | 1.12% | 8,009,594 | 2,837,772 | 54.9% | $1,322.40万 | 加仓 |
| NEWP | NEW PAC METALS CORP | $7,412.23万 | 2.21% | 18,438,377 | 8,502,194 | 85.6% | $3,417.88万 | 加仓 |
| IRS | IRSA INVERSIONES Y REP S A | $7,575.21万 | 2.26% | 4,906,222 | 477,516 | 10.8% | $737.28万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $9,681.19万 | 2.89% | 2,024,930 | -850,074 | -29.6% | -$4,064.20万 | 减仓 |
| QGEN | QIAGEN NV | $1.21亿 | 3.60% | 3,085,155 | 1,277,166 | 70.6% | $4,993.72万 | 加仓 |
| CNL | COLLECTIVE MINING LTD | $1.31亿 | 3.90% | 10,655,062 | -324,250 | -3.0% | -$397.21万 | 减仓 |
| SLSR | SOLARIS RES INC | $1.59亿 | 4.75% | 18,955,119 | 3,409,274 | 21.9% | $2,856.97万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $1.60亿 | 4.78% | 1,565,150 | 125,400 | 8.7% | $1,281.21万 | 加仓 |
| SVM | SILVERCORP METALS INC | $1.76亿 | 5.26% | 17,437,340 | 1,321,926 | 8.2% | $1,335.15万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $2.34亿 | 6.99% | 17,263,516 | 7,838,814 | 83.2% | $1.06亿 | 加仓 |
| PPLI | PEOPLE INC | $2.61亿 | 7.79% | 5,652,519 | 2,134,105 | 60.7% | $9,851.03万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $2.75亿 | 8.21% | 11,563,292 | -708,910 | -5.8% | -$1,685.79万 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $3.42亿 | 10.23% | 13,594,321 | 429,096 | 3.3% | $1,080.46万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $3.48亿 | 10.38% | 11,180,130 | 11,180,130 | — | $3.48亿 | 新建仓 |
| ABVX | ABIVAX SA | $3.71亿 | 11.10% | 2,787,131 | 1,773,807 | 175.0% | $2.36亿 | 加仓 |
| SKE | SKEENA RES LTD NEW | $4.48亿 | 13.40% | 16,822,865 | 360,000 | 2.2% | $959.76万 | 加仓 |