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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 Alibaba Group Holding Ltd 72,500,000.0 $85.6M 45.18% -23.5M -24.5% $1.18
2 Lithium Argentina AG 31,509,000.0 $31.3M 16.50% -1.2M -3.7% $0.99
3 Celcuity Inc 2,000,000.0 $4.5M 2.38% -2.0M -50.0% $2.25
4 CALL Diana Shipping Inc 59,502.0 $9K 0.01% -169K -73.9% $0.15

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%