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Funds / Almitas Capital LLC
Institutional Fund

Almitas Capital LLC

Santa Monica, CACIK 15964686 filings on record

Portfolio Value
$442.55M
Q1 2026
Holdings
115
Reported positions
New Buys
32
Opened this quarter
QoQ Change
-2.2%
from $452.56M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Fidelity Wise Origin Bitcoin20.5%
  • Blackrock Mun Target Term Tr7.6%
  • Asa Gold And Precious Mtls L7.4%
  • Amylyx Pharmaceuticals Inc6.7%
  • Design Therapeutics Inc3.7%
  • Nuveen Pennsylvania Qlt Mun2.9%
  • Other51.3%

Portfolio Holdings

115 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Fidelity Wise Origin Bitcoin1.54M$90.71M20.5%0Held
2Blackrock Mun Target Term Tr1.49M$33.73M7.6%0Held
3Asa Gold And Precious Mtls L525.7K$32.61M7.4%+143.5KAdded
4Amylyx Pharmaceuticals Inc2.12M$29.50M6.7%0Held
5Design Therapeutics Inc1.53M$16.28M3.7%100Reduced
6Nuveen Pennsylvania Qlt Mun1.06M$12.62M2.9%+688.7KAdded
7Pimco Dynamic Income Strateg541.5K$11.95M2.7%+390.2KAdded
8Lyell Immunopharma Inc577.8K$11.59M2.6%0Held
9Bio Rad Labs Inc30.3K$8.43M1.9%+30.3KNew
10Cannae Hldgs Inc741.3K$8.43M1.9%+329.4KAdded

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