Helikon Investments Ltd
$3.3B in tracked AUM across 18 positions as of Q2 2026.
Helikon Investments Ltd runs a $2.86B book that reflects a deliberate high-conviction approach: few positions, meaningful individual weights, and a Q1 filing where the direction of activity reads as selective pruning rather than aggressive rebuilding. The portfolio's largest names span U.S. large-cap quality and secular-growth themes, held at weights that imply the manager believes the durability of those businesses justifies the valuation. WhaleScore of 79 reflects a track record that has earned the right to run concentrated, and the Q1 filing supports that characterization: the manager added to existing high-conviction names and sold positions that ran, rather than chasing rotation into new sectors.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.