Melqart Asset Management (UK) Ltd

Fundamental concentrated ★Signal CIK 1712901
League rank
#161
in Fundamental concentrated · #260 overall
Long book
$1.01B
Q1 2026
Positions
41
Top-10 weight
52%
concentration
Last quarter
+26.9%
SPY +14.8%
Turnover
56%
of book per quarter

Strategy in plain words

auto-generated from filings

Melqart Asset Management (UK) Ltd is a concentrated fundamental stock-picker, running a $1.01B US long book across 41 positions.

The portfolio is concentrated: the top 10 names carry 52% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ELECTRONIC ARTS INC, TXNM ENERGY INC, WARNER BROS DISCOVERY INC, CYTOKINETICS INC, CHART INDUSTRIES INC.

Over the last 9 quarters its long book ran on average 2.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-4.0%
Q2 2024
+0.1%
Q3 2024
-3.8%
Q4 2024
-15.8%
Q1 2025
+27.5%
Q2 2025
+26.2%
Q3 2025
+6.7%
Q4 2025
-0.6%
Q1 2026
+26.9%

Sector allocation

Technology
29%
Industrials
16%
Healthcare
14%
Other
14%
Communications
9%
Utilities
9%
Services media
7%
Energy
2%

Long book by quarter

$1.34B
Q1 2024
$1.07B
Q2 2024
$1.02B
Q3 2024
$743.0M
Q4 2024
$740.3M
Q1 2025
$699.7M
Q2 2025
$749.5M
Q3 2025
$999.5M
Q4 2025
$1.01B
Q1 2026

What does Melqart Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
EA ELECTRONIC ARTS INCTechnology369.8K$75.4M7.4%+49.9%
TXNM TXNM ENERGY INCUtilities1.1M$61.4M6.1%+33.0%
WBD WARNER BROS DISCOVERY INCCommunications2.0M$55.7M5.5%-20.9%
CYTK CYTOKINETICS INCHealthcare843.9K$55.6M5.5%+35.5%
GTLS CHART INDUSTRIES INCIndustrials265.2K$54.8M5.4%+7.7%
NSC NORFOLK SOUTHERN CORPIndustrials160.8K$46.2M4.6%+7.8%
KVUE KENVUE INCOther2.5M$43.2M4.3%Held
NVDA NVIDIA CORPTechnology245.8K$42.9M4.2%+57.1%
SNDK SANDISK CORPTechnology49.2K$31.3M3.1%-22.3%
GPN GLOBAL PAYMENTS INCServices media429.3K$28.9M2.8%+1048.2%
PEN PENUMBRA INCHealthcare81.8K$26.9M2.6%New
430 TERNS PHARMACEUTICALS INC507.2K$26.7M2.6%New
RVMD REVOLUTION MEDICINES INCHealthcare270.4K$26.3M2.6%New
AXTA AXALTA COATING SYSTEMS LTDOther922.3K$25.5M2.5%+9.7%
ASML ASML HOLDING NV-NY REG SHSIndustrials18.9K$24.9M2.5%New
MRVL MARVELL TECHNOLOGY INCTechnology238.9K$23.7M2.3%-10.9%
FN FABRINETTechnology44.2K$23.1M2.3%New
AVGO BROADCOM INCTechnology72.1K$22.3M2.2%-51.0%
INDV INDIVIOR PHARMACEUTICALS INCHealthcare684.3K$20.9M2.1%New
VSNT VERSANT MEDIA GROUP INCCommunications544.2K$20.1M2.0%New
UNF UNIFIRST CORP/MAServices media73.8K$18.6M1.8%New
WDC WESTERN DIGITAL CORPTechnology64.2K$17.4M1.7%-35.4%
FWRD FORWARD AIR CORPIndustrials877.7K$14.7M1.4%+3.3%
CPRI CAPRI HOLDINGS LTDOther832.1K$14.7M1.4%+34.4%
AMD ADVANCED MICRO DEVICESTechnology69.9K$14.2M1.4%+2.1%
VAL VALARIS LTDEnergy134.0K$13.1M1.3%New
AES AES CORPUtilities919.2K$13.0M1.3%New
PENN PENN ENTERTAINMENT INCServices media773.6K$11.6M1.1%+8.4%
ORCL ORACLE CORPTechnology69.3K$10.2M1.0%-17.4%
MBC MASTERBRAND INCOther1.1M$8.9M0.9%+4967.1%
RTAC RENATUS TACTICAL ACQUISITI-AFinancials694.1K$7.1M0.7%Held
AEVA AEVA TECHNOLOGIES INCIndustrials524.7K$6.9M0.7%-4.2%
OCW CMB TECH NV418.2K$5.3M0.5%New
TAC TRANSALTA CORPUtilities227.4K$3.0M0.3%New
IHRT IHEARTMEDIA INC - CLASS ACommunications969.7K$2.8M0.3%+83.5%
OII OCEANEERING INTL INCEnergy42.9K$1.5M0.2%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 202641$1.01B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202645$1.02B canonicalSEC ↗
Q3 202513F-HRNov 14, 202544$749.5M canonicalSEC ↗
Q2 202513F-HRAug 14, 202530$699.7M canonicalSEC ↗
Q1 202513F-HRMay 15, 202547$767.1M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202546$828.2M canonicalSEC ↗
Q3 202413F-HRNov 14, 202451$1.11B canonicalSEC ↗
Q2 202413F-HRAug 14, 202454$1.21B canonicalSEC ↗
Q1 202413F-HRMay 15, 202449$1.60B canonicalSEC ↗