ACME, LLC
Portfolio value QoQ: -17.2% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%2
Effective number of positions1.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 75.0% still held
New positions0
Increased0
Decreased0
Closed1
Portfolio value
$6.2M
Positions
3
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DIDIY | $5,982,118 | 96.05% | 1,785,707 | $-1,357,138 | |||
| IONQ | $199,832 | 3.21% | 3,752 | $91,662 | |||
| RENT | $46,219 | 0.74% | 14,673 | $-23,917 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PETXQ | Sept. 30, 2025 | 6,997,137 | $1,616,339 | No longer tracked |