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Portfolio (Quarterly) Guide ↗

Acasta Partners UK LLP

· CIK 0002090007
13F Portfolio $189M AUM 18 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 7 Added 4 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HIVE HIVE Digital Technologies Ltd Financial Services 1,000,000.0 $3.6M 1.92% NEW $3.64 -23.8%
2 USAR USA Rare Earth Inc Basic Materials 97,900.0 $2.1M 1.11% NEW $21.58 -16.6%
3 Blue Moon Metals Inc 128,800.0 $817K 0.43% NEW $6.34
4 Blue Moon Metals Inc 100,000.0 $634K 0.34% NEW $6.34

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 37.3%
Basic Materials 35.5%
Financial Services 27.1%