Acme, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Acme, LLC reported 4 stock positions worth $18.8 million. Its top holding was Ionq (IONQ) at 47.9% of the portfolio, followed by Didi Global (DIDIY, 46.0%) and Wag! (PETXQ, 5.7%). Compared with Q4 2024, it sold out of 1. The biggest sale was an exit from Draftkings (DKNG).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001803200
Portfolio Value
$18.8M (Q1 2025)
SEC Filing
0001104659-25-048902 ↗ filed May 15, 2025

Holdings Value

0$20.0M$40.0M$60.0M Q1 2024: $57.7M Q1 2024 Q2 2024: $42.2M Q2 2024 Q3 2024: $41.1M Q3 2024 Q4 2024: $32.7M Q4 2024 Q1 2025: $18.8M $18.8M Q1 2025 Q2 2025: $19.2M Q2 2025 Q3 2025: $17.6M Q3 2025 Q4 2025: $9.7M Q4 2025 Q1 2026: $7.5M Q1 2026 Q2 2026: $6.2M Q2 2026

Holdings 4 stocks · $18.8M
IONQ Ionq Inc. 47.91% 407,504 $9.0M No change
DIDIY Didi Global Inc. 46.04% 1,785,707 $8.6M No change
PETXQ Wag! Group Co. 5.70% 6,997,137 $1.1M No change
RENT Rent the Runway Inc. 0.35% 14,673 $65K No change

Portfolio Sells Q4 2024 → Q1 2025
DKNG Draftkings Holdings Inc. Sold out 0.00% −17.43

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$6.2MDIDIY, IONQ, RENT
Q1 2026 3$7.5MDIDIY, IONQ, RENT
Q4 2025 3$9.7MDIDIY, IONQ, RENT
Q3 2025 3$17.6MDIDIY, IONQ, RENT
Q2 2025 4$19.2MIONQ, DIDIY, PETXQ, RENT
Q1 2025 4$18.8MIONQ, DIDIY, PETXQ, RENT
Q4 2024 5$32.7MIONQ, DIDIY, DKNG, PETXQ, RENT
Q3 2024 5$41.1MIONQ, DIDIY, PETXQ, DKNG, RENT
Q2 2024 6$42.2MIONQ, PETXQ, DIDIY, DKNG, ASTRA SPACE INC
Q1 2024 7$57.7MIONQ, PETXQ, DKNG, DIDIY, Cue Health, Inc.