Acme, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Acme, LLC reported 3 stock positions worth $9.7 million. Its top holding was Didi Global (DIDIY) at 97.1% of the portfolio, followed by Ionq (IONQ, 1.7%) and Rent the Runway (RENT, 1.2%). Compared with Q3 2025, it reduced 1. The biggest sale was Ionq (IONQ, shares −96%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001803200
Portfolio Value
$9.7M (Q4 2025)
SEC Filing
0001104659-26-015741 ↗ filed Feb 17, 2026

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 Q2 2025 Q3 2025: $17.6M Q3 2025 Q4 2025: $9.7M $9.7M Q4 2025 Q1 2026: $7.5M Q1 2026 Q2 2026: $6.2M Q2 2026

Holdings 3 stocks · $9.7M
DIDIY Didi Global Inc. 97.07% 1,785,707 $9.4M No change
IONQ Ionq Inc. 1.73% 3,752 $168K Reduce -96.4%
RENT Rent the Runway Inc. 1.19% 14,673 $116K No change

Portfolio Sells Q3 2025 → Q4 2025
IONQ Ionq Inc. Reduce -96.4% 1.73% −34.60

Portfolio Buys Q3 2025 → Q4 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.