Filer Name: MELQART ASSET MANAGEMENT LTD
CIK: 1712901
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 46
Portfolio Value: $0.83B

Melqart Asset Management Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ANSS US ANSYS INC 245,269 $83M 9.99% 3.3% -
X US UNITED STATES STEEL CORP 2,073,864 $70M 8.51% -34.3% -
HES US HESS CORP 423,366 $56M 6.80% -1.5% -
CYTK US CYTOKINETICS INC 1,136,434 $53M 6.45% -6.3% -
JNPR US JUNIPER NETWORKS INC 1,159,220 $43M 5.24% 100.0% -
HCP US HASHICORP INC-CL A 1,185,399 $41M 4.90% 42.2% -
K US KELLANOVA 484,631 $39M 4.74% 100.0% -
X US UNITED STATES STEEL CORP 1,000,000 $34M 4.10% -34.3% Call
SMAR US SMARTSHEET INC-CLASS A 553,311 $31M 3.74% 72.9% -
FYBR US FRONTIER COMMUNICATIONS PARE 848,400 $29M 3.55% -79.6% Call
MRVL US MARVELL TECHNOLOGY INC 214,197 $24M 2.86% 8.9% -
ACI US ALBERTSONS COS INC - CLASS A 1,090,584 $21M 2.59% 25.0% -
HUBS US HUBSPOT INC 30,702 $21M 2.58% -9.4% -
AVGO US BROADCOM INC 85,971 $20M 2.41% -20.0% -
DJT US TRUMP MEDIA & TECHNOLOGY GRO 549,106 $19M 2.26% 100.0% -
RBRK US RUBRIK INC-A 273,338 $18M 2.16% -37.7% -
MNDY US MONDAY.COM LTD 69,883 $16M 1.99% 301.0% -
SW US SMURFIT WESTROCK PLC 278,712 $15M 1.81% -61.4% -
SDRL US SEADRILL LIMITED 383,519 $15M 1.80% -24.7% -
DT US DYNATRACE INC 264,753 $14M 1.74% 17.7% -
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