Helikon Investments Ltd
LONDON X0 · SEC CIK 0001839497
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SKE | SKEENA RES LTD NEW | $4.89亿 | 18.47% | 16,462,865 | 634,156 | 4.0% | $1,884.71万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $3.81亿 | 14.38% | 12,272,202 | -4,226,296 | -25.6% | -$1.31亿 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $3.33亿 | 12.57% | 13,165,225 | -400,735 | -3.0% | -$1,013.46万 | 减仓 |
| CNL | COLLECTIVE MINING LTD | $1.93亿 | 7.30% | 10,979,312 | 329,064 | 3.1% | $579.48万 | 加仓 |
| SVM | SILVERCORP METALS INC | $1.73亿 | 6.53% | 16,115,414 | 16,115,414 | — | $1.73亿 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $1.47亿 | 5.54% | 1,439,750 | 1,439,750 | — | $1.47亿 | 新建仓 |
| PPLI | IAC INC | $1.41亿 | 5.32% | 3,518,414 | 1,651,972 | 88.5% | $6,612.84万 | 加仓 |
| SLSR | SOLARIS RES INC | $1.33亿 | 5.04% | 15,545,845 | 6,523,773 | 72.3% | $5,597.40万 | 加仓 |
| ABVX | ABIVAX SA | $1.13亿 | 4.26% | 1,013,324 | 1,013,324 | — | $1.13亿 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1.06亿 | 4.02% | 2,875,004 | -113,769 | -3.8% | -$421.06万 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $1.02亿 | 3.84% | 9,424,702 | 9,424,702 | — | $1.02亿 | 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 |
| QGEN | QIAGEN NV | $7,239.19万 | 2.73% | 1,807,989 | 1,807,989 | — | $7,239.19万 | 新建仓 |
| IRS | IRSA INVERSIONES Y REP S A | $7,178.93万 | 2.71% | 4,428,706 | 286,217 | 6.9% | $463.96万 | 加仓 |
| NEWP | NEW PAC METALS CORP | $4,113.58万 | 1.55% | 9,936,183 | 7,642,644 | 333.2% | $3,164.05万 | 加仓 |
| — | EMPRESA DIST Y COMERCIAL NOR | $3,997.51万 | 1.51% | 1,331,614 | -269,702 | -16.8% | -$809.65万 | 减仓 |
| HSLV | HIGHLANDER SILVER CORP | $3,041.03万 | 1.15% | 5,171,822 | 5,171,822 | — | $3,041.03万 | 新建仓 |
| IHS | IHS HOLDING LIMITED | $0 | 0.00% | 0 | -8,780,288 | -100.0% | -$6,550.09万 | 清仓 |
| PAM | PAMPA ENERGIA S A | $0 | 0.00% | 0 | -565,449 | -100.0% | -$5,004.79万 | 清仓 |
| VEON | VEON LTD | $0 | 0.00% | 0 | -344,522 | -100.0% | -$1,811.15万 | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -9,111,000 | -100.0% | -$827.88万 | 清仓 |
| IFS | INTERCORP FINL SVCS INC | $0 | 0.00% | 0 | -31,223 | -100.0% | -$132.26万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -56,760 | -100.0% | -$25.60万 | 清仓 |