Helikon Investments Ltd - Paul McLernon
Helikon Investments Ltd Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2026
4 Followers
Portfolio Gain
+137.01%
Since Dec 2020
Sharpe Ratio
1.55
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$2.65B
Paul McLernon manages more assets than 56% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+25.46%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
20.42% Basic Materials
12.57% Industrials
7.86% Consumer Cyclical
6.99% Healthcare
5.32% Communication Services
3.07% Energy
2.71% Real Estate
1.51% Utilities
0.00% Financial
A breakdown of Helikon Investments Ltd's portfolio by sector
Helikon Investments Ltd Portfolio Activity
IHS Holding
Sold Out
Real Estate
$8.02
($7.09-$8.95)
-100.00%
0.00
0.00%
Silvercorp Metals
New
Basic Materials
$10.98
($7.95-$14.00)
+100.00%
173.08M
6.53%
IAC/InteractiveCorp.
Added
Communication Services
$36.93
($33.21-$40.65)
+88.51%
140.84M
5.32%
B2Gold
Sold Out
Basic Materials
$5.08
($3.88-$6.29)
-100.00%
0.00
0.00%
Qiagen
New
Healthcare
$48.30
($38.80-$57.81)
+100.00%
72.39M
2.73%
Collective Mining
Added
Basic Materials
$17.28
($13.32-$21.24)
+3.09%
193.35M
7.30%
Irsa Inversiones Y Representaciones SA
Added
Real Estate
$16.32
($13.51-$19.14)
+6.91%
71.79M
2.71%
Intercorp Financial Services
Sold Out
Financial
$47.04
($41.51-$52.58)
-100.00%
0.00
0.00%
VEON
Sold Out
Communication Services
$53.43
($44.00-$62.86)
-100.00%
0.00
0.00%
Edenor SA
Reduced
Utilities
$28.86
($24.56-$33.17)
-16.84%
39.98M
1.51%
See a list of Helikon Investments Ltd's holdings, as reported to the SEC on Mar 31, 2026. Click on any holding to see more details
Measured Performance
Compare Helikon Investments Ltd's performance with other Hedge Funds and the S&P 500
Helikon Investments Ltd activity FAQ
What is Helikon Investments Ltd’s portfolio gain since Jun 2013?
Helikon Investments Ltd’s portfolio gain since Jun 2013 was 137.01%.
What is Helikon Investments Ltd’s Sharpe Ratio?
Helikon Investments Ltd’s Sharpe Ratio is 1.55.
What is Helikon Investments Ltd’s portfolio value?
Helikon Investments Ltd’s portfolio value is $2.65B.
What is Helikon Investments Ltd’s average return since the fund’s last 13F filing?
Helikon Investments Ltd’s average return since the fund’s last 13F filing is -5.22%.
What was Helikon Investments Ltd’s average return in the last 12 months?
Helikon Investments Ltd’s average return in the last 12 months was 62.17%.
What was Helikon Investments Ltd’s average return in the last 3 years?
Helikon Investments Ltd’s average return in the last 3 years was 25.46%.
When was the most recent most recent 13F form submitted by Helikon Investments Ltd?
Helikon Investments Ltd's most recent 13F form was submitted on Mar 31, 2026.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Paul McLernon Net Worth?
Paul McLernon is Managing Helikon Investments Ltd which has a net worth of $2.65B.
TipRanks & Hedge Funds: TipRanks measures the performance of Paul McLernon and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.