Fund Universe

HBK INVESTMENTS L P

CIK 0001011443 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.226
AUM ($M)
8,601
Positions
197
Turnover
0.52
Top-10 wt
63%
Herfindahl
0.049
History (qtrs)
13
Excess Return
-30.7%

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Holdings · 290 positions · portfolio value $8,543M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CUSIP:89055F103 funds › TOPBUILD COR NEW 10.9% +10.9% 930.6 2,625,000 +2,625,000 1
EA funds › ELECTRONIC ARTS INC TRIM 7.7% -0.7% 654.1 3,190,000 -80,100 3
PEN funds › PENUMBRA INC ADD 6.8% +0.0% 580.5 1,838,508 +204,247 2 -39.8%
NSC funds › NORFOLK SOUTHN CORP ADD 6.4% +0.2% 550.5 1,750,000 +13,644 3
KVUE funds › KENVUE INC ADD 6.3% +1.7% 535.1 28,000,001 +7,000,000 3 +6.9%
WBD funds › WARNER BROS DISCOVERY INC ADD 5.9% +0.3% 505.6 18,965,932 +2,604,732 3
TECH funds › BIO-TECHNE CORP NEW 5.6% +5.6% 482.2 6,825,000 +6,825,000 1 +634.6%
NUVL funds › NUVALENT INC NEW 5.0% +5.0% 430.2 3,483,100 +3,483,100 1
APGE funds › APOGEE THERAPEUTICS INC NEW 4.4% +4.4% 378.3 2,850,000 +2,850,000 1
GTLS funds › CHART INDS INC ADD 4.4% +2.6% 373.8 1,789,092 +1,100,000 3
TECK funds › TECK RESOURCES LTD ADD 4.0% +3.0% 343.3 5,773,121 +4,188,029 2 -9.7%
CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC ADD 3.1% +0.4% 267.8 5,149,300 +918,577 2
CUSIP:36467WAG4 funds › GAMESTOP CORP NEW 3.0% +3.0% 257.8 253,521,000 +253,521,000 1
SLAB funds › SILICON LABORATORIES INC NEW 2.6% +2.6% 218.6 1,000,000 +1,000,000 1 -20.7%
ROKU funds › ROKU INC NEW 1.9% +1.9% 163.6 1,184,334 +1,184,334 1 +145.5%
AES funds › AES CORP NEW Common Stock 1.9% +1.9% 162.3 11,070,839 +11,070,839 1 -13.1%
LBRDK funds › LIBERTY BROADBAND CORP ADD 1.8% -1.0% 149.5 4,495,095 +206,081 3
VAL funds › VALARIS LTD NEW 1.3% +1.3% 114.4 1,575,143 +1,575,143 1 -93.1%
CPRX funds › CATALYST PHARMACEUTICALS INC NEW 1.0% +1.0% 88.6 2,820,302 +2,820,302 1
CUSIP:90353TAS9 funds › UBER TECHNOLOGIES INC NEW 0.5% +0.5% 47.0 40,575,000 +40,575,000 1
CUSIP:69349HAF4 funds › TXNM ENERGY INC ADD 0.5% +0.1% 45.1 34,500,000 +7,500,000 3
CUSIP:01625VAB0 funds › ALIGNMENT HEALTHCARE INC ADD 0.5% +0.1% 44.0 25,600,000 +1,500,000 3
CUSIP:56087FAD6 funds › MAKEMYTRIP LIMITED MAURITIUS NEW 0.5% +0.5% 43.3 47,500,000 +47,500,000 1
HPEPRC funds › HEWLETT PACKARD ENTERPRISE C ADD 0.5% +0.2% 41.0 350,000 +50,000 3
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.5% +0.5% 40.6 237,500 +237,500 1 -90.9%
CUSIP:358039AB1 funds › FRESHPET INC ADD 0.5% +0.0% 39.9 34,160,000 +3,460,000 3
ARKB funds › ARK 21SHARES BITCOIN ETF HOLD 0.4% -0.1% 38.3 1,966,887 +0 3
CUSIP:70614WAD2 funds › PELOTON INTERACTIVE INC TRIM 0.4% +0.0% 34.8 21,500,000 -2,000,000 3
COO funds › COOPER COS INC NEW 0.4% +0.4% 31.7 441,651 +441,651 1 +128.1%
CON funds › CONCENTRA GROUP HOLDINGS PAR ADD 0.4% +0.1% 31.1 1,044,614 +181,864 3
CUSIP:76954AAD5 funds › RIVIAN AUTOMOTIVE INC ADD 0.4% +0.1% 30.3 28,200,000 +4,200,000 3
SOLV funds › SOLVENTUM CORP HOLD 0.4% +0.0% 29.9 388,022 +0 3
NWSA funds › NEWS CORP NEW HOLD 0.3% -0.0% 29.4 1,183,664 +0 3
TXNM funds › TXNM ENERGY INC TRIM 0.3% -1.9% 27.5 484,938 -2,556,000 3 -22.5%
CUSIP:00182CAC7 funds › ANI PHARMACEUTICALS INC HOLD 0.3% -0.0% 26.1 20,150,000 +0 3
UBER funds › UBER TECHNOLOGIES INC ADD 0.3% +0.0% 26.1 361,434 +62,585 3
SIRI funds › SIRIUSXM HOLDINGS INC TRIM 0.3% -0.0% 25.1 848,845 -315,358 3 +32.0% re-entry
CMCSA funds › COMCAST CORP NEW TRIM 0.3% -0.1% 23.0 937,002 -129,999 2 -59.7%
TRIP funds › TRIPADVISOR INC TRIM 0.2% -0.1% 20.8 1,514,728 -1,011,888 3
CUSIP:82835PAB9 funds › SILVERCORP METALS INC HOLD 0.2% -0.0% 19.5 8,000,000 +0 3
CUSIP:758075AF2 funds › REDWOOD TRUST INC ADD 0.2% +0.2% 19.2 18,875,000 +16,375,000 3
MAT funds › MATTEL INC HOLD 0.2% -0.0% 18.0 1,300,000 +0 2 -52.4%
CUSIP:15189TBD8 funds › CENTERPOINT ENERGY INC HOLD 0.2% -0.0% 17.9 14,895,000 +0 3
CUSIP:57164YAF4 funds › MARRIOTT VACATIONS WORLDWIDE HOLD 0.2% -0.0% 16.3 16,500,000 +0 3
CUSIP:01609WBG6 funds › ALIBABA GROUP HLDG LTD ADD 0.2% -0.0% 16.2 13,700,000 +1,700,000 3
GME funds › GAMESTOP CORP TRIM 0.2% -0.0% 16.1 729,665 -52,700 3 -97.1%
CUSIP:70932AAH6 funds › PENNYMAC CORP HOLD 0.2% -0.0% 15.7 15,250,000 +0 3
FETH funds › FIDELITY ETHEREUM FD TRIM 0.2% -0.1% 15.4 980,008 -146,131 3
CUSIP:349915AE8 funds › FORTUNA MNG CORP HOLD 0.2% -0.0% 15.4 10,000,000 +0 3
QNT funds › QUANTINUUM INC NEW 0.2% +0.2% 14.7 179,462 +179,462 1 -0.4%
ITGR funds › INTEGER HLDGS CORP NEW 0.2% +0.2% 14.5 155,186 +155,186 1 +270.6%
VGNT funds › VERSIGENT PLC NEW 0.2% +0.2% 14.4 343,706 +343,706 1 -6.9%
DLR funds › DIGITAL RLTY TR INC ADD 0.2% +0.1% 14.4 80,000 +67,264 3 -43.9%
CUSIP:698884AH6 funds › PAR TECHNOLOGY CORP ADD 0.2% +0.1% 13.1 16,200,000 +6,000,000 2
MDLN funds › MEDLINE INC TRIM 0.2% -0.1% 12.8 325,000 -100,000 3 -46.8%
SPYM funds › SPDR SERIES TRUST ADD 0.1% +0.0% 12.1 137,616 +17,077 3
NEEPRV funds › NEXTERA ENERGY INC ADD 0.1% +0.1% 12.0 250,000 +150,000 2
CUSIP:140501AE7 funds › CAPITAL SOUTHWEST CORP ADD 0.1% +0.0% 11.3 10,763,000 +500,000 2
CUSIP:92538JAB2 funds › VERTEX INC TRIM 0.1% -0.1% 9.9 11,000,000 -9,000,000 3
BATRK funds › ATLANTA BRAVES HLDGS INC TRIM 0.1% +0.0% 9.6 185,872 -12,597 3
VIAV funds › VIAVI SOLUTIONS INC NEW 0.1% +0.1% 9.6 200,000 +200,000 1 -66.8%
CUSIP:62914VAK2 funds › NIO INC HOLD 0.1% -0.0% 9.3 9,300,000 +0 3
CUSIP:376535AG5 funds › GLADSTONE CAP CORP ADD 0.1% +0.0% 9.2 9,500,000 +500,000 3
FLR funds › FLUOR CORP NEW 0.1% +0.1% 8.4 160,953 +160,953 1 +75.1%
IMAX funds › IMAX CORP NEW 0.1% +0.1% 8.1 202,160 +202,160 1 +482.4%
FVAV funds › FORTRESS VALUE ACQU CORP V HOLD 0.1% -0.0% 7.6 750,000 +0 2 -30.7%
KPET funds › KPET ULTRA PACELINE CORP NEW 0.1% +0.1% 7.5 750,006 +750,006 1 -27.9%
PSUS funds › PERSHING SQUARE USA LTD NEW 0.1% +0.1% 7.5 200,000 +200,000 1 -33.5%
ACAA funds › AVERIN CAP ACQUISITION CORP NEW 0.1% +0.1% 7.5 750,006 +750,006 1 -21.7%
GHXIU funds › GORES HOLDINGS XI INC NEW 0.1% +0.1% 7.4 725,000 +725,000 1 -34.2%
JENA funds › JENA ACQUISITION CORP II HOLD 0.1% -0.0% 7.3 699,900 +0 3
GCGR funds › GENERAL CATALYST GBL RESIL M NEW 0.1% +0.1% 7.1 700,004 +700,004 1 -51.3%
CUSIP:48123VAH5 funds › ZIFF DAVIS INC TRIM 0.1% -0.1% 7.0 7,000,000 -5,000,000 2
KRAQ funds › KRAKACQUISITION CORPORATION HOLD 0.1% -0.0% 7.0 700,004 +0 2 -37.9%
FMC funds › FMC CORP NEW 0.1% +0.1% 6.8 595,200 +595,200 1 -93.2%
GOOGN funds › ALPHABET INC NEW 0.1% +0.1% 6.7 133,800 +133,800 1 -35.0%
SHOTU funds › RMG ML SPORTS HOLDINGS NEW 0.1% +0.1% 6.5 650,000 +650,000 1 -35.3%
CUSIP:09239BAF6 funds › BLACKLINE INC TRIM 0.1% -0.1% 6.5 7,005,000 -6,000,000 3
LFTO funds › LIFTOFF MOBILE INC NEW 0.1% +0.1% 6.2 256,250 +256,250 1 -106.6%
INIO funds › INNIO NV NEW 0.1% +0.1% 6.0 152,500 +152,500 1 -100.6%
MTNE funds › CH4 NATURAL SOLUTIONS CORP NEW 0.1% +0.1% 5.9 600,000 +600,000 1 -45.5%
CUSIP:36467WAE9 funds › GAMESTOP CORP NEW 0.1% +0.1% 5.9 5,750,000 +5,750,000 1
DDOG funds › DATADOG INC TRIM 0.1% -0.0% 5.8 22,249 -39,400 3 +35.8% re-entry
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 5.5 25,004 +25,004 1 -104.9%
PCGPRX funds › PG&E CORP NEW 0.1% +0.1% 5.4 130,000 +130,000 1
NEEPRS funds › NEXTERA ENERGY INC TRIM 0.1% -0.1% 5.4 100,000 -100,000 3
AACB funds › ARTIUS II ACQUISITION INC HOLD 0.1% -0.0% 5.2 499,998 +0 3
GTEN funds › GORES HLDGS X INC HOLD 0.1% -0.0% 5.2 500,000 +0 3
SMCIP funds › SUPER MICRO COMPUTER INC NEW 0.1% +0.1% 5.1 100,000 +100,000 1 +267.9%
CLBR funds › COLOMBIER ACQUISITION CORP I HOLD 0.1% -0.0% 5.1 500,008 +0 2 -37.2%
CUSIP:G6S74K106 funds › ONEIM ACQUISITION CORP HOLD 0.1% -0.0% 5.0 500,004 +0 2
DMII funds › DRUGS MADE IN AMER ACQ II CO HOLD 0.1% -0.0% 5.0 500,000 +0 3 -22.6%
ALUB funds › ALUSSA ENERGY ACQUISIT CORP HOLD 0.1% -0.0% 5.0 500,001 +0 2 -29.7%
CUSIP:G0R91M105 funds › AMERICAN DRIVE ACQUISITION C HOLD 0.1% -0.0% 5.0 500,001 +0 2
ISNRU funds › SNOW ROTHSCHILD ACQUISITION NEW 0.1% +0.1% 5.0 500,000 +500,000 1 -32.5%
BEAG funds › BOLD EAGLE ACQUISITION CORP HOLD 0.1% -0.0% 4.8 450,000 +0 3
CUSIP:G1828E100 funds › CANTOR EQUITY PARTNERS IV IN HOLD 0.1% -0.0% 4.7 450,000 +0 3
IEAG funds › INFINITE EAGLE ACQUISITION C HOLD 0.1% -0.0% 4.6 450,000 +0 2 -30.5%
LWAY funds › LIFEWAY FOODS INC NEW 0.1% +0.1% 4.5 150,000 +150,000 1 +16.0%
CUSIP:G0273J101 funds › AMERICAN EXCEPTIONALISM ACQU HOLD 0.0% +0.0% 4.1 350,000 +0 3
CUSIP:G5225W100 funds › KARBON CAP PARTNERS CORP HOLD 0.0% -0.0% 4.0 400,004 +0 2
WLCOU funds › WILCO 63 CORP NEW 0.0% +0.0% 4.0 400,000 +400,000 1 -38.6%
BOBS funds › BOBS DISC FURNITURE INC HOLD 0.0% +0.0% 4.0 250,000 +0 2 -43.1%
PPLC funds › PPL CORP HOLD 0.0% -0.0% 3.9 80,000 +0 2 -40.3%
CUSIP:G7010A129 funds › PERIMETER ACQUISITION CORP I HOLD 0.0% -0.0% 3.8 360,000 +0 3
CUSIP:G8148S107 funds › SILVERBOX CORP V HOLD 0.0% -0.0% 3.5 350,001 +0 2
IACQ funds › IRENIC ACQUISITION CORP NEW 0.0% +0.0% 3.5 350,004 +350,004 1 -38.6%
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 3.4 15,004 +15,004 1 -11.2%
CXII funds › CHURCHILL CAP CORP XII NEW 0.0% +0.0% 3.2 300,010 +300,010 1 +10.9%
XOVR funds › ENTREPRENEURSHARES SERIES TR NEW 0.0% +0.0% 3.2 150,445 +150,445 1 +8.6%
CCXI funds › CHURCHILL CAP CORP XI TRIM 0.0% -0.0% 3.1 180,000 -120,000 2 +152.7%
SDHI funds › SIDDHI ACQUISITION CORP HOLD 0.0% -0.0% 3.1 300,000 +0 3 -49.2%
GMRS funds › GMR SOLUTIONS INC NEW 0.0% +0.0% 3.1 200,000 +200,000 1 -26.1%
FCRS funds › FUTURECREST ACQUISITION CORP HOLD 0.0% -0.0% 3.1 299,916 +0 3 -24.6%
SOCA funds › SOLARIUS CAPITAL ACQU CORP HOLD 0.0% -0.0% 3.1 300,000 +0 3
ACHR funds › ARCHER AVIATION INC TRIM 0.0% -0.0% 3.1 650,000 -350,000 3
CUSIP:G1828W100 funds › CANTOR EQUITY PARTNERS VII I NEW 0.0% +0.0% 3.0 300,000 +300,000 1
LTGRU funds › LONG TABLE GROWTH CORP NEW 0.0% +0.0% 3.0 300,000 +300,000 1 -30.4%
ONCH funds › 1RT ACQUISITION CORP. HOLD 0.0% -0.0% 2.6 249,304 +0 3
PAII funds › PYROPHYTE ACQUISITION CORP. HOLD 0.0% -0.0% 2.5 250,000 +0 3
TTEK funds › TETRA TECH INC NEW TRIM 0.0% -0.1% 2.5 87,923 -151,105 3 -20.2%
HVMC funds › HIGHVIEW MERGER CORP HOLD 0.0% -0.0% 2.5 250,000 +0 3 -21.8%
HACQ funds › HCM IV ACQUISITION CORP NEW 0.0% +0.0% 2.5 250,004 +250,004 1 -20.0%
CUSIP:G0453R105 funds › ARCHIMEDES TECH SPAC PTNRS I HOLD 0.0% -0.0% 2.5 250,004 +0 2
PALO funds › PALOMA ACQUISITION CORP I NEW 0.0% +0.0% 2.5 250,002 +250,002 1 -20.9%
PAR funds › PAR TECHNOLOGY CORP NEW 0.0% +0.0% 2.4 139,666 +139,666 1 +234.8%
ETH funds › GRAYSCALE ETHEREUM STAKING TRIM 0.0% -0.1% 2.3 152,621 -158,520 3 +681.3%
CLF funds › CLEVELAND-CLIFFS INC NEW TRIM 0.0% -0.0% 2.3 240,000 -128,000 2 -2.8%
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.0% -0.0% 2.1 2,782 -1,050 3
CEPS funds › CANTOR EQUITY PARTNERS VI IN HOLD 0.0% -0.0% 2.1 200,000 +0 2 -26.2%
BCSS funds › BAIN CAP GSS INVT CORP HOLD 0.0% -0.0% 2.1 200,005 +0 3 -22.5%
CUSIP:G77676107 funds › SAFEGUARD ACQUISITION CORP HOLD 0.0% -0.0% 2.0 200,002 +0 2
CUSIP:G3810N106 funds › GENERAL PURP ACQUISITION COR HOLD 0.0% -0.0% 2.0 200,002 +0 2
MSTR funds › STRATEGY INC NEW 0.0% +0.0% 1.6 18,227 +18,227 1 -115.4% re-entry
CEPV funds › CANTOR EQUITY PARTNERS V INC HOLD 0.0% -0.0% 1.5 150,000 +0 3 -22.8%
CURB funds › CURBLINE PPTYS CORP NEW 0.0% +0.0% 1.5 50,000 +50,000 1 +22.4%
CUSIP:G7553X106 funds › RICE ACQUISITION CORP 3 TRIM 0.0% -0.0% 1.4 135,000 -14,119 3
CVX funds › CHEVRON CORPORATION TRIM 0.0% -0.0% 1.3 8,121 -2,945 2 -5.9%
FIGX funds › FIGX CAP ACQUISITION CORP. HOLD 0.0% -0.0% 1.3 125,002 +0 3
NRG funds › NRG ENERGY INC TRIM 0.0% -0.0% 1.2 8,000 -7,000 2 -78.7%
SCHW funds › SCHWAB CHARLES CORP ADD 0.0% +0.0% 1.1 11,483 +1,627 2 +14.1%
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 1.1 24,979 -14,795 2 -26.8%
CUSIP:G7257A105 funds › PROCAP ACQUISITION CORP HOLD 0.0% -0.0% 1.0 100,002 +0 3
HCMA funds › HCM III ACQUISITION CORP HOLD 0.0% -0.0% 1.0 100,002 +0 3
HAWK funds › HAWKEYE 360 INC NEW 0.0% +0.0% 1.0 50,000 +50,000 1 -96.4%
KRMN funds › KARMAN HLDGS INC NEW 0.0% +0.0% 1.0 20,000 +20,000 1 -48.1%
GFS funds › GLOBALFOUNDRIES INC NEW 0.0% +0.0% 1.0 12,000 +12,000 1 -83.5%
GOOGM funds › ALPHABET INC NEW 0.0% +0.0% 0.8 16,200 +16,200 1 -35.3%
CUSIP:G4727U100 funds › IDEA ACQUISITION CORP NEW 0.0% +0.0% 0.7 72,870 +72,870 1
AAMI funds › ACADIAN ASSET MANAGEMENT INC NEW 0.0% +0.0% 0.7 10,000 +10,000 1 +208.4%
HAL funds › HALLIBURTON CO TRIM 0.0% -0.0% 0.7 20,036 -14,911 2 -25.2%
HUMA funds › HUMACYTE INC NEW 0.0% +0.0% 0.6 790,000 +790,000 1 -104.9%
DPC funds › DPC HOLDINGS PLC NEW 0.0% +0.0% 0.5 10,000 +10,000 1 +15.7%
CHTR funds › CHARTER COMMUNICATIONS INC TRIM 0.0% -0.1% 0.5 3,352 -23,613 3 -55.0%
GRAB funds › GRAB HOLDINGS LIMITED NEW 0.0% +0.0% 0.5 125,911 +125,911 1 -14.5%
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.1% 0.4 2,178 -21,992 2 -34.6%
HTZ funds › HERTZ GLOBAL HLDGS INC NEW 0.0% +0.0% 0.2 100,000 +100,000 1 -121.2%
LCID funds › LUCID GROUP INC ADD 0.0% +0.0% 0.2 33,070 +22,667 3
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.0% -0.0% 0.2 1,753 -20,230 2 +42.0%
DJT funds › TRUMP MEDIA & TECHNOLOGY GRO HOLD 0.0% -0.0% 0.2 24,803 +0 2 -62.6%
CUSIP:G7010A111 funds › PERIMETER ACQUISITION CORP I HOLD 0.0% +0.0% 0.2 200,000 +0 3
GCGRW funds › GENERAL CATALYST GBL RESIL M NEW 0.0% +0.0% 0.2 175,001 +175,001 1
CCXIW funds › CHURCHILL CAP CORP XI TRIM 0.0% +0.0% 0.1 15,000 -15,000 2
CUSIP:G5093B113 funds › JENA ACQUISITION CORP II HOLD 0.0% -0.0% 0.1 646,400 +0 3
CUSIP:G0509J123 funds › ARTIUS II ACQUISITION INC HOLD 0.0% -0.0% 0.1 500,000 +0 3
ADACW funds › AMERICAN DRIVE ACQUISITION C HOLD 0.0% +0.0% 0.1 166,667 +0 2
MTNEWS funds › CH4 NATURAL SOLUTIONS CORP NEW 0.0% +0.0% 0.1 300,000 +300,000 1
GTENW funds › GORES HLDGS X INC HOLD 0.0% +0.0% 0.1 125,000 +0 3
IEAGR funds › INFINITE EAGLE ACQUISITION C HOLD 0.0% +0.0% 0.1 450,000 +0 2
CUSIP:G5315G114 funds › KRAKACQUISITION CORPORATION HOLD 0.0% -0.0% 0.1 175,001 +0 2
ACAAW funds › AVERIN CAP ACQUISITION CORP NEW 0.0% +0.0% 0.1 125,001 +125,001 1
KPETWS funds › KPET ULTRA PACELINE CORP NEW 0.0% +0.0% 0.1 125,001 +125,001 1
OIMAW funds › ONEIM ACQUISITION CORP HOLD 0.0% +0.0% 0.1 83,334 +0 2
CUSIP:G8118C116 funds › SIDDHI ACQUISITION CORP HOLD 0.0% +0.0% 0.1 300,000 +0 3
ALUBWS funds › ALUSSA ENERGY ACQUISIT CORP HOLD 0.0% +0.0% 0.1 166,667 +0 2
IACQW funds › IRENIC ACQUISITION CORP NEW 0.0% +0.0% 0.1 116,668 +116,668 1
FCRSWS funds › FUTURECREST ACQUISITION CORP HOLD 0.0% +0.0% 0.1 75,001 +0 3
CUSIP:G7309T110 funds › PYROPHYTE ACQUISITION CORP. HOLD 0.0% +0.0% 0.1 125,000 +0 3
SACWS funds › SAFEGUARD ACQUISITION CORP HOLD 0.0% +0.0% 0.1 100,001 +0 2
CUSIP:G8148S115 funds › SILVERBOX CORP V HOLD 0.0% +0.0% 0.1 116,667 +0 2
KBONW funds › KARBON CAP PARTNERS CORP HOLD 0.0% -0.0% 0.1 100,001 +0 2
CXIIW funds › CHURCHILL CAP CORP XII NEW 0.0% +0.0% 0.1 30,001 +30,001 1
CLBRWS funds › COLOMBIER ACQUISITION CORP I HOLD 0.0% -0.0% 0.1 62,501 +0 2
ARCIW funds › ARCHIMEDES TECH SPAC PTNRS I HOLD 0.0% +0.0% 0.0 62,501 +0 2
HVMCW funds › HIGHVIEW MERGER CORP HOLD 0.0% +0.0% 0.0 125,000 +0 3
PALOW funds › PALOMA ACQUISITION CORP I NEW 0.0% +0.0% 0.0 125,001 +125,001 1
SOCAW funds › SOLARIUS CAPITAL ACQU CORP HOLD 0.0% +0.0% 0.0 150,000 +0 3
CUSIP:G2851K112 funds › DRUGS MADE IN AMER ACQ II CO HOLD 0.0% -0.0% 0.0 500,000 +0 3
HACQW funds › HCM IV ACQUISITION CORP NEW 0.0% +0.0% 0.0 62,501 +62,501 1
ONCHW funds › 1RT ACQUISITION CORP. HOLD 0.0% +0.0% 0.0 62,501 +0 3
BCSSWS funds › BAIN CAP GSS INVT CORP HOLD 0.0% +0.0% 0.0 40,001 +0 3
CUSIP:G3810N114 funds › GENERAL PURP ACQUISITION COR HOLD 0.0% +0.0% 0.0 100,001 +0 2
KRSPWS funds › RICE ACQUISITION CORP 3 HOLD 0.0% +0.0% 0.0 25,000 +0 3
HCMAW funds › HCM III ACQUISITION CORP HOLD 0.0% +0.0% 0.0 33,334 +0 3
FIGXW funds › FIGX CAP ACQUISITION CORP. HOLD 0.0% -0.0% 0.0 62,501 +0 3
PCAPW funds › PROCAP ACQUISITION CORP HOLD 0.0% -0.0% 0.0 33,334 +0 3
IACOW funds › IDEA ACQUISITION CORP NEW 0.0% +0.0% 0.0 24,290 +24,290 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -2,548 0
VOYG funds › VOYAGER TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -11,500 0 +327.3% re-entry
DIS funds › DISNEY WALT CO EXIT 0.0% -0.0% 0.0 0 -6,803 0 -44.8%
CUSIP:03152W109 funds › AMICUS THERAPEUTIC EXIT 0.0% -1.6% 0.0 0 -8,783,448 0
EQPT funds › EQUIPMENTSHARE COM INC EXIT 0.0% -0.1% 0.0 0 -245,000 0 -115.2%
IACOU funds › IDEA ACQUISITION CORP EXIT 0.0% -0.0% 0.0 0 -72,867 0 -36.2%
EZET funds › FRANKLIN ETHEREUM TR EXIT 0.0% -0.0% 0.0 0 -39,678 0
CRWV funds › COREWEAVE INC EXIT 0.0% -0.1% 0.0 0 -93,800 0 +65.6%
HNGE funds › HINGE HEALTH INC EXIT 0.0% -0.0% 0.0 0 -50,000 0 +557.2%
JOBY funds › JOBY AVIATION INC EXIT 0.0% -0.1% 0.0 0 -500,000 0 -23.6%
CUSIP:62957HAL9 funds › NABORS INDS INC EXIT 0.0% -0.1% 0.0 0 -5,000,000 0
CUSIP:126349AH2 funds › CSG SYS INTL INC EXIT 0.0% -1.0% 0.0 0 -63,900,000 0
SARO funds › STANDARDAERO INC EXIT 0.0% -0.0% 0.0 0 -60,000 0 -92.3%
T funds › AT&T INC EXIT 0.0% -0.0% 0.0 0 -15,643 0 -84.7%
FUN funds › SIX FLAGS ENTERTAINMENT CORP EXIT 0.0% -0.0% 0.0 0 -40,000 0 +82.5% re-entry
AXP funds › AMERICAN EXPRESS CO EXIT 0.0% -0.0% 0.0 0 -1,501 0 -71.1%
CEPO funds › CANTOR EQUITY PARTNERS I INC EXIT 0.0% -0.0% 0.0 0 -110,000 0
CUSIP:03753U106 funds › APELLIS PHARMACEUTICALS INC EXIT 0.0% -1.8% 0.0 0 -3,550,000 0
ORCLPRD funds › ORACLE CORP EXIT 0.0% -0.1% 0.0 0 -100,000 0
CUSIP:26441CBY0 funds › DUKE ENERGY CORP NEW EXIT 0.0% -0.6% 0.0 0 -46,000,000 0
CUSIP:594972AS0 funds › STRATEGY INC EXIT 0.0% -0.3% 0.0 0 -25,000,000 0
NFLX funds › NETFLIX INC. EXIT 0.0% -0.0% 0.0 0 -19,659 0 +46.3%
ISRG funds › INTUITIVE SURGICAL INC EXIT 0.0% -0.0% 0.0 0 -2,002 0 -76.3%
ADI funds › ANALOG DEVICES INC EXIT 0.0% -0.0% 0.0 0 -2,419 0 +103.5%
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -4.7% 0.0 0 -10,568,659 0
BABA funds › ALIBABA GROUP HLDG LTD EXIT 0.0% -0.1% 0.0 0 -40,188 0 -85.5%
BTSG funds › BRIGHTSPRING HEALTH SVCS INC EXIT 0.0% -0.2% 0.0 0 -300,000 0
PLD funds › PROLOGIS INC. EXIT 0.0% -0.0% 0.0 0 -13,039 0 -34.2%
LION funds › LIONSGATE STUDIOS CORP EXIT 0.0% -0.0% 0.0 0 -242,329 0 -68.8%
PDD funds › PDD HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -13,752 0 -63.7%
GOOGL funds › ALPHABET INC EXIT 0.0% -0.0% 0.0 0 -1,950 0 +165.0%
BOX funds › BOX INC EXIT 0.0% -0.0% 0.0 0 -81,850 0 -54.5%
SO funds › SOUTHERN CO EXIT 0.0% -0.0% 0.0 0 -5,123 0 -27.6%
SLG funds › SL GREEN RLTY CORP EXIT 0.0% -0.0% 0.0 0 -32,074 0
ALL funds › ALLSTATE CORP EXIT 0.0% -0.0% 0.0 0 -3,004 0 -18.5%
BAC funds › BANK AMERICA CORP EXIT 0.0% -0.0% 0.0 0 -25,469 0 -52.0%
SBUX funds › STARBUCKS CORP EXIT 0.0% -0.0% 0.0 0 -4,642 0 +21.7%
LGN funds › LEGENCE CORP EXIT 0.0% -0.1% 0.0 0 -200,000 0
BHF funds › BRIGHTHOUSE FINL INC EXIT 0.0% -0.2% 0.0 0 -200,000 0 -33.4%
ACAAU funds › AVERIN CAP ACQUISITION CORP EXIT 0.0% -0.1% 0.0 0 -750,006 0 -35.9%
CUSIP:185123106 funds › CLEARWATER ANALYTICS HLDGS I EXIT 0.0% -4.1% 0.0 0 -13,875,000 0
CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC EXIT 0.0% -2.0% 0.0 0 -2,950,000 0
CUSIP:G1828A108 funds › CANTOR EQUITY PARTNERS III I EXIT 0.0% -0.0% 0.0 0 -100,000 0
CUSIP:G4365S128 funds › HCM IV ACQUISITION CORP EXIT 0.0% -0.0% 0.0 0 -250,000 0
NEE funds › NEXTERA ENERGY INC EXIT 0.0% -0.0% 0.0 0 -23,251 0 -51.8% re-entry
BA funds › BOEING CO EXIT 0.0% -0.1% 0.0 0 -32,534 0 -72.7%
CUSIP:594972AJ0 funds › STRATEGY INC EXIT 0.0% -0.1% 0.0 0 -5,107,000 0
QCOM funds › QUALCOMM INC EXIT 0.0% -0.1% 0.0 0 -39,094 0 +296.3%
CUSIP:436440101 funds › HOLOGIC INC EXIT 0.0% -9.3% 0.0 0 -9,800,000 0
CUSIP:457152106 funds › INGRAM MICRO HLDG CORP EXIT 0.0% -0.0% 0.0 0 -15,000 0
GEV funds › GE VERNOVA INC EXIT 0.0% -0.0% 0.0 0 -610 0 +97.6%
XOP funds › SPDR SERIES TRUST EXIT 0.0% -0.0% 0.0 0 -4,403 0 +82.6%
AVGO funds › BROADCOM INC EXIT 0.0% -0.0% 0.0 0 -4,280 0 +122.9%
AGNC funds › AGNC INVT CORP EXIT REIT 0.0% -0.0% 0.0 0 -229,829 0
WFC funds › WELLS FARGO & CO EXIT 0.0% -0.0% 0.0 0 -3,492 0 -85.9%
CUSIP:94419LAR2 funds › WAYFAIR INC EXIT 0.0% -0.5% 0.0 0 -24,805,000 0
AMZN funds › AMAZON COM INC EXIT 0.0% -0.0% 0.0 0 -12,127 0 +166.4% re-entry
GM funds › GENERAL MTRS CO EXIT 0.0% -0.0% 0.0 0 -15,893 0 -73.2%
CUSIP:81211K100 funds › SEALED AIR CORP NEW EXIT 0.0% -3.9% 0.0 0 -7,305,341 0
WELL funds › WELLTOWER INC EXIT 0.0% -0.2% 0.0 0 -62,515 0 -41.7% re-entry
BETA funds › BETA TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -100,000 0 -96.6%
NBIS funds › NEBIUS GROUP N.V. EXIT 0.0% -0.0% 0.0 0 -3,357 0 +1700.5%
TXN funds › TEXAS INSTRS INC EXIT 0.0% -0.0% 0.0 0 -8,524 0 +187.6%
CUSIP:G53157122 funds › KPET ULTRA PACELINE CORP EXIT 0.0% -0.1% 0.0 0 -750,000 0
CUSIP:G5509P102 funds › LIVE OAK ACQUISITION CORP V EXIT 0.0% -0.0% 0.0 0 -350,000 0
APD funds › AIR PRODUCTS AND CHEMICALS I EXIT 0.0% -0.0% 0.0 0 -4,851 0 -11.0%
AS funds › AMER SPORTS INC EXIT 0.0% -0.0% 0.0 0 -10,000 0 -93.6%
QQQ funds › INVESCO QQQ TR EXIT 0.0% -0.0% 0.0 0 -2,482 0 +53.6%
SPG funds › SIMON PPTY GROUP INC NEW EXIT 0.0% -0.0% 0.0 0 -5,778 0 -37.6%
META funds › META PLATFORMS INC EXIT 0.0% -0.1% 0.0 0 -9,304 0 -55.4%
BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT 0.0% -0.1% 0.0 0 -10,879 0
CUSIP:03940C100 funds › ARCELLX INC EXIT 0.0% -3.3% 0.0 0 -2,278,517 0
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO EXIT 0.0% -0.2% 0.0 0 -200,000 0 -127.4%
TSLA funds › TESLA INC EXIT 0.0% -0.1% 0.0 0 -21,490 0 -39.7% re-entry
CUSIP:94419LAP6 funds › WAYFAIR INC EXIT 0.0% -0.0% 0.0 0 -2,121,000 0
GOOG funds › ALPHABET INC EXIT 0.0% -0.0% 0.0 0 -8,870 0 +150.1%
NVDA funds › NVIDIA CORPORATION EXIT 0.0% -0.0% 0.0 0 -18,917 0 +71.9% re-entry
LIN funds › LINDE PLC EXIT 0.0% -0.0% 0.0 0 -1,386 0 -11.0%
COST funds › COSTCO WHOLESALE CORPORATION EXIT 0.0% -0.1% 0.0 0 -4,530 0 -9.9%
AMD funds › ADVANCED MICRO DEVICES INC EXIT 0.0% -0.1% 0.0 0 -36,569 0 +1787.9%
FPS funds › FORGENT POWER SOLUTIONS INC EXIT 0.0% -0.0% 0.0 0 -50,000 0 +133.8%
CB funds › CHUBB LTD SWITZ EXIT 0.0% -0.0% 0.0 0 -8,736 0 -39.8%
CUSIP:574795100 funds › MASIMO CORP EXIT 0.0% -5.8% 0.0 0 -2,576,109 0
PFE funds › PFIZER INC EXIT 0.0% -0.0% 0.0 0 -10,878 0 -61.0%
ETN funds › EATON CORP PLC EXIT 0.0% -0.0% 0.0 0 -869 0 -46.5%
CUSIP:G5509P110 funds › LIVE OAK ACQUISITION CORP V EXIT 0.0% -0.0% 0.0 0 -167,298 0
ETHV funds › VANECK ETHEREUM TR EXIT 0.0% -0.0% 0.0 0 -72,028 0
AAPL funds › APPLE INC EXIT 0.0% -0.1% 0.0 0 -24,781 0 +25.0%
PH funds › PARKER-HANNIFIN CORP EXIT 0.0% -0.0% 0.0 0 -1,350 0 -86.9%
CRWD funds › CROWDSTRIKE HLDGS INC EXIT 0.0% -0.0% 0.0 0 -6,721 0 +370.6%
CUSIP:00912X302 funds › AIR LEASE CORP EXIT 0.0% -4.5% 0.0 0 -5,527,242 0
ABNB funds › AIRBNB INC EXIT 0.0% -0.0% 0.0 0 -5,907 0 -1.9%
PALOU funds › PALOMA ACQUISITION CORP I EXIT 0.0% -0.0% 0.0 0 -250,000 0 -35.9%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 8,543 197 0.52 63% 0.049 0.228 in
2026Q1 7,942 221 0.59 60% 0.045 0.142 in
2025Q4 9,236 164 0.53 60% 0.049 0.170 entered
2025Q3 6,782 152 0.83 61% 0.056 0.000 left
2025Q2 2,685 114 0.23 68% 0.224 0.676 entered
2025Q1 2,515 97 1.00 65% 0.225 0.000 out
2024Q4 2,279 10 0.76 100% 0.171 0.000 left
2024Q3 2,266 12 0.46 99% 0.140 0.177 entered
2024Q2 2,110 13 0.80 93% 0.127 0.000 out
2024Q1 1,764 7 1.00 100% 0.625 0.000 out
2023Q4 21 1 1.00 100% 1.000 0.000 out
2023Q3 49 2 0.54 100% 0.503 0.000 out
2023Q2 28 1 0.00 100% 1.000 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status