PSquared Asset Management AG reported 18 holdings worth US$306M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
PSquared Asset Management AG reported 18 holdings worth US$306M as of Jun 30, 2026. Largest: Warner Bros. Discovery, Inc. - Series A, Ihs Holding Limited and Solaris Resources Inc. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$306M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Warner Bros. Discovery, Inc. - Series A | 2.27M | US$60.7M | 19.8% |
| Ihs Holding Limited | 4.32M | US$35.6M | 11.6% |
| Solaris Resources Inc | 4.08M | US$34.3M | 11.2% |
| Electronic Arts Inc. | 151K | US$30.9M | 10.1% |
| Norfolk Southern Corporation | 95,704 | US$30.1M | 9.8% |
| Kimberly-clark Corporation | 150K | US$16.5M | 5.4% |
| Txnm Energy, Inc. | 274K | US$15.3M | 5.0% |
| Revolution Medicines, Inc. | 80,000 | US$15M | 4.9% |
| Eldorado Gold Corporation | 410K | US$12.8M | 4.2% |
| Esperion Therapeutics, Inc. | 3.3M | US$10.4M | 3.4% |
| Unifirst Corporation | 22,365 | US$5.91M | 1.9% |
| Abivax Sa | 41,200 | US$5.49M | 1.8% |
| Qxo, Inc. | 48 | US$829 | <0.01% |
| Olaplex Holdings, Inc. | 0 | US$0 | 0.00% |
| Penumbra, Inc. | 0 | US$0 | 0.00% |
| Proassurance Corporation | 0 | US$0 | 0.00% |
| Chart Industries, Inc. | 0 | US$0 | 0.00% |
| Allied Gold Corporation | 0 | US$0 | 0.00% |