Melqart Asset Management

Melqart Asset Management as of June 30, 2025

Portfolio Holdings for Melqart Asset Management

Melqart Asset Management holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hess (HES) 15.0 $105M 757k 138.54
Ansys (ANSS) 11.2 $79M 224k 351.22
Skechers U S A Cl A 7.9 $55M 876k 63.10
Allete Com New (ALE) 7.6 $54M 835k 64.07
Cytokinetics Com New (CYTK) 6.3 $44M 1.3M 33.04
NVIDIA Corporation (NVDA) 6.2 $43M 273k 157.99
Broadcom (AVGO) 5.4 $38M 136k 275.65
Kellogg Company (K) 4.8 $34M 422k 79.53
Enstar Group SHS (ESGR) 4.7 $33M 97k 336.36
Marvell Technology (MRVL) 4.4 $31M 400k 77.40
Tesla Motors (TSLA) 3.1 $22M 68k 317.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.8 $20M 87k 226.49
Western Digital (WDC) 2.5 $17M 269k 63.99
Advanced Micro Devices (AMD) 2.2 $15M 108k 141.90
Blueprint Medicines (BPMC) 2.0 $14M 109k 128.18
Penn National Gaming (PENN) 1.9 $13M 750k 17.87
Willscot Hldgs Corp Com Cl A (WSC) 1.7 $12M 435k 27.40
Walgreen Boots Alliance 1.5 $10M 896k 11.48
Rubrik Cl A (RBRK) 1.2 $8.7M 97k 89.59
Alphabet Cap Stk Cl A (GOOGL) 1.2 $8.6M 49k 176.23
Cyberark Software SHS (CYBR) 1.2 $8.1M 20k 406.88
Shopify Cl A Sub Vtg Shs (SHOP) 1.0 $6.9M 60k 115.35
Monday SHS (MNDY) 0.9 $6.6M 21k 314.48
Snowflake Cl A (SNOW) 0.6 $4.5M 20k 223.77
Silicon Motion Technology Sponsored Adr (SIMO) 0.6 $4.4M 58k 75.17
Dynatrace Com New (DT) 0.6 $4.3M 77k 55.21
Appfolio Com Cl A (APPF) 0.6 $3.9M 17k 230.28
Nutanix Cl A (NTNX) 0.5 $3.6M 47k 76.44
Indivior Ord 0.4 $2.5M 168k 14.74
Playags (AGS) 0.1 $601k 48k 12.49