Ghisallo Capital Management LLC: 13F holdings
CIK 18252142026Q2
| Positions | 339 |
|---|
| Reported value | $5.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 339 (+64 vs prior quarter) |
|---|
| Reported value | $5.1bn (+40.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 5,678,145 | $970.2m | 19.0% |
| DLR DIGITAL RLTY TR INC | 1,198,100 | $215.2m | 4.2% |
| GOOGL ALPHABET INC | 400,000 | $142.9m | 2.8% |
| GOOG ALPHABET INC | 400,000 | $141.3m | 2.8% |
| SMCI SUPER MICRO COMPUTER INC | 4,365,060 | $128.0m | 2.5% |
| MDLN MEDLINE INC | 3,000,000 | $118.3m | 2.3% |
| NBIS NEBIUS GROUP N.V. | 400,000 | $110.5m | 2.2% |
| XPEV XPENG INC | 7,500,000 | $99.3m | 1.9% |
| AUR AURORA INNOVATION INC | 11,906,578 | $81.2m | 1.6% |
| AEP AMERICAN ELEC PWR CO INC | 500,000 | $68.4m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1825214")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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