1y return−29.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $80 against $127 in the S&P 500.2
Acme, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DIDIYDiDi Global, Inc. | $6.0M | 96.0% | |
| IONQIonQ, Inc. | $200K | 3.2% | |
| Rent the Runway, Inc.CUSIP 76010Y103 | $46K | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DIDIYDiDi Global, Inc. | June 30, 2021 | −76.3% | $6.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −17.0% | +14.8% |
| March 31, 2026 | −22.4% | −4.6% |
| December 31, 2025 | −19.5% | +2.4% |
| September 30, 2025 | +35.0% | +7.8% |
| June 30, 2025 | +49.0% | +10.5% |
| March 31, 2025 | −23.0% | −4.6% |
| September 30, 2024 | −4.4% | +5.4% |
| June 30, 2024 | −20.3% | +4.0% |
| March 31, 2024 | −5.8% | +10.0% |
| December 31, 2023 | −5.7% | +11.2% |
| September 30, 2023 | +5.5% | −3.6% |
| September 30, 2021 | −11.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Acme, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803200&type=13F-HR&dateb=&owner=include&count=40CIK 1803200
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803200/000110465926096422/Filed August 14, 2026 · accession 0001104659-26-096422