Acasta Partners UK LLP
Net buyer this quarter
$189M
8
+$4.08M
8.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HIVE | $3.64M | 1.92% | 0.37% | New | Q2 2026 |
 HBM | $2.65M | 1.40% | 0.03% | +9.4% | Q4 2025 |
 CCJ | $2.25M | 1.19% | 0.01% | +13.3% | Q4 2025 |
 USAR | $2.11M | 1.11% | 0.04% | New | Q2 2026 |
 UEC | $1.52M | 0.80% | 0.03% | +137.7% | Q4 2025 |
 ISOU | $1.5M | 0.79% | 0.27% | +88.4% | Q1 2026 |
 NXE | $1.24M | 0.65% | 0.02% | +96.7% | Q4 2025 |
 BMM | $817K | 0.43% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| HBM | $2.15M | 0.82% | 0.03% | +12.0% | Q4 2025 |
| CCJ | $2.12M | 0.81% | 0.00% | +21.9% | Q4 2025 |
 SSRM | $1.88M | 0.72% | 0.03% | New | Q1 2026 |
 B | $1.65M | 0.63% | 0.00% | -50.0% | Q4 2025 |
 TECK | $1.09M | 0.41% | Not reported | +16.6% | Q4 2025 |
| ISOU | $847K | 0.32% | 0.15% | New | Q1 2026 |
| UEC | $810K | 0.31% | 0.01% | +39.5% | Q4 2025 |
| NXE | $777K | 0.30% | 0.01% | +59.5% | Q4 2025 |
 FCX | $594K | 0.23% | 0.00% | -90.0% | Q4 2025 |
| Q4 2025 | |||||
| FCX | $5.13M | 1.82% | 0.01% | New | Q4 2025 |
| B | $3.53M | 1.26% | 0.00% | New | Q4 2025 |
| HBM | $1.82M | 0.65% | 0.02% | New | Q4 2025 |
| CCJ | $1.47M | 0.52% | 0.00% | New | Q4 2025 |
| TECK | $865K | 0.31% | Not reported | New | Q4 2025 |
 TSLA | $827K | 0.29% | 0.00% | New | Q4 2025 |
| UEC | $502K | 0.18% | 0.01% | New | Q4 2025 |
| NXE | $386K | 0.14% | 0.01% | New | Q4 2025 |