Helikon Investments Ltd
Helikon Investments Ltd reported 18 US-listed holdings worth $3.35 billion in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Skeena Res Ltd New (13.4%), Abivax SA (11.1%) and Eldorado Gold Corp. New (10.4%). Against the quarter before, it opened 2 positions, added to 12, trimmed 4 and sold out of 1.
Reported holdings$3.35B+26.4% on Q1 2026
Positions18+1 on Q1 2026
The largest ten82.9%of its reported holdings
Latest 13FQ2 2026filed 11 August 2026
OpenedAdded toTrimmed
The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Added 12Trimmed 4Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Eldorado Gold Corp. New EGO$347.6 million
- Agnico Eagle Mines Ltd AEM$22.7 million
Added to 12
- Abivax SA ABVX+1.8 million shares · +175%
- Super Group Sghc Limited SGHC+7.8 million shares · +83%
- People Inc. PPLI+2.1 million shares · +61%
- Qiagen NV Ord Shares QGEN+1.3 million shares · +71%
- New Pac Metals Corp. NEWP+8.5 million shares · +86%
- Solaris Res Inc. SLSR+3.4 million shares · +22%
- Silvercorp Metals Inc. SVM+1.3 million shares · +8%
- Highlander Silver Corp. HSLV+2.8 million shares · +55%
and 4 more in the table below
Trimmed 4
- MGM Resorts International MGM-850,074 shares · -30%
- Empresa Dist Y Comercial Nor EDN-724,086 shares · -54%
- Allied Gold Corp. AAUC-708,910 shares · -6%
- Collective Mining Ltd CNL-324,250 shares · -3%
Sold out of 1
- Transportadora De Gas Sur TGS$81.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Skeena Res Ltd New SKE | 16,822,865 | $448.5 million | 13.40% | +360,000 |
| Abivax SA ABVX | 2,787,131 | $371.4 million | 11.10% | +1,773,807 |
| Eldorado Gold Corp. New EGO | 11,180,130 | $347.6 million | 10.38% | new |
| Corporacion Amer Arpts S A CAAP | 13,594,321 | $342.3 million | 10.23% | +429,096 |
| Allied Gold Corp. AAUC | 11,563,292 | $275.0 million | 8.21% | -708,910 |
| People Inc. PPLI | 5,652,519 | $260.9 million | 7.79% | +2,134,105 |
| Super Group Sghc Limited SGHC | 17,263,516 | $233.9 million | 6.99% | +7,838,814 |
| Silvercorp Metals Inc. SVM | 17,437,340 | $176.1 million | 5.26% | +1,321,926 |
| Flutter Entertainment plc FLUT | 1,565,150 | $159.9 million | 4.78% | +125,400 |
| Solaris Res Inc. SLSR | 18,955,119 | $158.8 million | 4.75% | +3,409,274 |
| Collective Mining Ltd CNL | 10,655,062 | $130.5 million | 3.90% | -324,250 |
| Qiagen NV Ord Shares QGEN | 3,085,155 | $120.6 million | 3.60% | +1,277,166 |
| MGM Resorts International MGM | 2,024,930 | $96.8 million | 2.89% | -850,074 |
| Irsa Inversiones Y Rep S A IRS | 4,906,222 | $75.8 million | 2.26% | +477,516 |
| New Pac Metals Corp. NEWP | 18,438,377 | $74.1 million | 2.21% | +8,502,194 |
| Highlander Silver Corp. HSLV | 8,009,594 | $37.3 million | 1.12% | +2,837,772 |
| Agnico Eagle Mines Ltd AEM | 146,103 | $22.7 million | 0.68% | new |
| Empresa Dist Y Comercial Nor EDN | 607,528 | $15.2 million | 0.45% | -724,086 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.