Acme, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Acme, LLC reported 4 stock positions worth $19.2 million. Its top holding was Ionq (IONQ) at 45.6% of the portfolio, followed by Didi Global (DIDIY, 45.6%) and Wag! (PETXQ, 8.4%). Compared with Q1 2025, it reduced 1. The biggest sale was Ionq (IONQ, shares −50%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001803200
Portfolio Value
$19.2M (Q2 2025)
SEC Filing
0001104659-25-078131 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $19.2M $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 · $19.2M
IONQ Ionq Inc. 45.61% 203,752 $8.8M Reduce -50.0%
DIDIY Didi Global Inc. 45.58% 1,785,707 $8.7M No change
PETXQ Wag! Group Co. 8.42% 6,997,137 $1.6M No change
RENT Rent the Runway Inc. 0.39% 14,673 $75K No change

Portfolio Sells Q1 2025 → Q2 2025
IONQ Ionq Inc. Reduce -50.0% 45.61% −2.30

Portfolio Buys Q1 2025 → Q2 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.