AL
Acme, LLC
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$7.5M
Reporting period: 2026-03-31 · Number of holdings: 3
ACME, LLC disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $7.5M and a quarterly turnover rate of 25.5%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 25.48
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 83.3
Recent moves
Add DIDIY
0.0% -$2.1M
Trim IONQ
0.0% -$60.2K
Trim RENT
0.0% -$45.9K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIDIY | Didi Global INC | Stock-Other | 97.63% | +0.56% | — | |
| 2 | IONQ | Ionq INC | Stock-Tech | 1.44% | -0.29% | — | |
| 3 | RENT | Rent the Runway, Inc. | Stock-Other | 0.93% | -0.26% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3 | $7.5M | 25 | |
| 2025-12-31 | 3 | $9.7M | 58 | |
| 2025-09-30 | 3 | $17.6M | 33 | |
| 2025-06-30 | 4 | $19.2M | 0 | |
| 2025-03-31 | 4 | $18.8M | 100 | |
| 2024-12-31 | 5 | $32.7M | 0 | |
| 2024-09-30 | 5 | $41.1M | 0 | |
| 2024-06-30 | 6 | $42.2M | 0 | |
| 2024-03-31 | 7 | $57.7M | 0 | |
| 2023-12-31 | 7 | $63.6M | 0 | |
| 2023-09-30 | 7 | $77.2M | 0 | |
| 2023-06-30 | 8 | $80.4M | 0 | |
| 2023-03-31 | 8 | $107.6M | 0 | |
| 2022-12-31 | 9 | $97.8M | 0 | |
| 2022-09-30 | 9 | $111.5M | 0 | |
| 2022-06-30 | 9 | $133.8M | 0 | |
| 2022-03-31 | 9 | $306.3M | 0 | |
| 2021-12-31 | 8 | $542.5M | 0 | |
| 2021-09-30 | 8 | $566.5M | 0 | |
| 2021-06-30 | 4 | $54.6M | 100 | |
| 2021-03-31 | 3 | $68.3M | 100 | |
| 2020-12-31 | 3 | $272.1M | 35 | |
| 2020-09-30 | 3 | $335.6M | 39 | |
| 2020-06-30 | 3 | $227.1M | 100 | |
| 2020-03-31 | 1 | $14.9M | 100 | |
| 2019-12-31 | 1 | $52.9M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIDIY | Didi Global INC | +0.6% | — | Unchanged |
| 2 | RENT | Rent the Runway, Inc. | -0.3% | — | Unchanged |
| 3 | IONQ | Ionq INC | -0.3% | — | Unchanged |
FAQ
What is Acme, LLC and what type of investor is it?
Acme, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $7.5M, spread across 3 disclosed positions.
What are Acme, LLC's largest equity positions?
Based on the latest 13F filing, Acme, LLC's top holdings by market value are:
1. Didi Global INC (DIDIY) — $7.3M (97.6%)
2. Ionq INC (IONQ) — $108.2K (1.4%)
3. Rent the Runway, Inc. (RENT) — $70.1K (0.9%)
What changes did Acme, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Acme, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Acme, LLC focus on?
Acme, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%