Funds › Helikon Investments Ltd
Helikon Investments Ltd
13F for Q3 2026, filed Nov 12, 2026. 19 positions worth $3.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Helikon Investments Ltd in the latest 13F quarter?
Using 13F.ai, how has Helikon Investments Ltd's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Helikon Investments Ltd's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SKE Skeena Resources Limited | 15.96M | $474.3M | 13.5% | -5.2% | 13F ↗ |
| 2 | AAUC Allied Gold Corporation | 20.94M | $437.1M | 12.4% | +81.1% | 13F ↗ |
| 3 | ABVX Abivax SA · ADR | 4.22M | $418.2M | 11.9% | +51.5% | 13F ↗ |
| 4 | CAAP Corporacion America Airports SA | 14.37M | $365.5M | 10.4% | +5.7% | 13F ↗ |
| 5 | PPLI People Incorporated | 7.86M | $329.7M | 9.4% | +39.0% | 13F ↗ |
| 6 | SGHC Super Group (SGHC) Limited | 25.93M | $294.3M | 8.4% | +50.2% | 13F ↗ |
| 7 | SVM Silvercorp Metals Inc. | 22.71M | $242.3M | 6.9% | +30.2% | 13F ↗ |
| 8 | EGO Eldorado Gold Corporation | 4.27M | $164.2M | 4.7% | -61.8% | 13F ↗ |
| 9 | FLUT Flutter Entertainment plc | 2.15M | $160.1M | 4.5% | +37.2% | 13F ↗ |
| 10 | SLSR Solaris Resources Inc. | 19.40M | $135.0M | 3.8% | +2.3% | 13F ↗ |
| 11 | NEWP New Pacific Metals Corp. | 21.01M | $132.0M | 3.8% | +14.0% | 13F ↗ |
| 12 | CNL Collective Mining Ltd. | 9.81M | $120.2M | 3.4% | -8.0% | 13F ↗ |
| 13 | QGEN Qiagen N.V. | 2.29M | $100.3M | 2.9% | -25.7% | 13F ↗ |
| 14 | IRS Irsa Inversiones Y Rep S A · Spon Gds Ech 10 | 5.45M | $75.9M | 2.2% | +11.1% | 13F ↗ |
| 15 | HSLV Highlander Silver Corp. | 6.76M | $35.3M | 1.0% | -15.6% | 13F ↗ |
| 16 | TIMB Tim S A · ADR | 809,828 | $14.5M | 0.4% | New | 13F ↗ |
| 17 | EDN Empresa Distribuidora Y Comercializadora Norte S.A. · ADR | 607,528 | $12.7M | 0.4% | Unchanged | 13F ↗ |
| 18 | JMIA Jumia Technologies AG · ADR | 905,797 | $6.0M | 0.2% | New | 13F ↗ |
| 19 | VGZ Vista Gold Corp | 366,012 | $991.9K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
3 new, 10 added to, 5 trimmed, 2 exited, 1 unchanged. By estimated dollars.
New positions (3)
Added to (10)
| AAUC Allied Gold Corporation | 20.94M | +81.1% | $195.7M |
| ABVX Abivax SA · ADR | 4.22M | +51.5% | $142.2M |
| SGHC Super Group (SGHC) Limited | 25.93M | +50.2% | $98.4M |
| PPLI People Incorporated | 7.86M | +39.0% | $92.5M |
| SVM Silvercorp Metals Inc. | 22.71M | +30.2% | $56.2M |
| FLUT Flutter Entertainment plc | 2.15M | +37.2% | $43.4M |
| CAAP Corporacion America Airports SA | 14.37M | +5.7% | $19.7M |
| NEWP New Pacific Metals Corp. | 21.01M | +14.0% | $16.2M |
| IRS Irsa Inversiones Y Rep S A · Spon Gds Ech 10 | 5.45M | +11.1% | $7.6M |
| SLSR Solaris Resources Inc. | 19.40M | +2.3% | $3.1M |
Trimmed (5)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 19 | $3.5B | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 18 | $3.3B | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 17 | $2.6B | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 17 | $1.9B | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 17 | $1.5B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 19 | $1.6B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 21 | $1.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer