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Funds / Ghisallo Capital Management LLC
Institutional Fund

Ghisallo Capital Management LLC

Boston, MACIK 18252145 filings on record

Portfolio Value
$3.63B
Q1 2026
Holdings
275
Reported positions
New Buys
153
Opened this quarter
QoQ Change
+62.1%
from $2.24B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Medline Inc5.6%
  • Xpeng Inc3.5%
  • Hyuhi 05/04/31 Cvt Put3.0%
  • Tesla Inc2.8%
  • Nvidia Corporation2.6%
  • Ztoec 0.925 03/01/31 Cvt Put2.6%
  • Other79.8%

Portfolio Holdings

275 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Medline Inc4.55M$202.33M5.6%+3.65MAdded
2Xpeng Inc7.50M$128.32M3.5%0Held
3Hyuhi 05/04/31 Cvt Put110.00M$110.28M3.0%+110.00MNew
4Tesla Inc275.0K$102.23M2.8%+275.0KNew
5Nvidia Corporation550.0K$95.92M2.6%+550.0KNew
6Ztoec 0.925 03/01/31 Cvt Put95.00M$95.44M2.6%+95.00MNew
7Microsoft Corp250.0K$92.54M2.5%+250.0KNew
8Wiwynn 04/01/3190.00M$87.76M2.4%+90.00MNew
9Chpac 09/18/30 Cvt Put675.00M$87.53M2.4%+675.00MNew
10Globalfoundries Inc1.80M$80.06M2.2%+1.80MNew

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