Fund Universe

GRITSTONE ASSET MANAGEMENT LLC

CIK 0001964236 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.009
AUM ($M)
104
Positions
174
Turnover
0.42
Top-10 wt
30%
Herfindahl
0.019
History (qtrs)
7
Excess Return
not eligible

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 208 positions · portfolio value $104M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
ARCC funds › ARES CAPITAL CORP NEW 8.0% +8.0% 8.3 447,088 +447,088 1
OACC funds › OAKTREE ACQUISITION CORP III HOLD 4.1% -0.4% 4.2 394,908 +0 6
CUSIP:G01558108 funds › ALDEL FINL II INC HOLD 4.1% -0.4% 4.2 394,214 +0 6
AACU funds › ARES ACQUISITION CORP III NEW 2.4% +2.4% 2.5 250,000 +250,000 1
BEAG funds › BOLD EAGLE ACQUISITION CORP TRIM 2.0% -1.9% 2.1 194,488 -150,000 6
AACB funds › ARTIUS II ACQUISITION INC HOLD 2.0% -0.2% 2.1 197,656 +0 5
HVII funds › HENNESSY CAP INVT CORP VII HOLD 2.0% -0.2% 2.1 197,899 +0 5
RAC funds › RITHM ACQUISITION CORP HOLD 2.0% -0.2% 2.1 197,598 +0 5
NWAX funds › NEW AMER ACQUISITION I CORP HOLD 1.9% -0.2% 2.0 195,000 +0 2
RREV funds › RRE VENTURES ACQUISITION COR NEW 1.9% +1.9% 2.0 200,000 +200,000 1
IEAG funds › INFINITE EAGLE ACQUISITION C NEW 1.7% +1.7% 1.8 175,000 +175,000 1
ZKP funds › LAFAYETTE DIGITAL ACQUISITIO NEW 1.7% +1.7% 1.7 175,000 +175,000 1
LPBB funds › LAUNCH TWO ACQUISITION CORP. HOLD 1.5% -0.2% 1.6 146,820 +0 6
KFII funds › K&F GROWTH ACQUISITION CORP HOLD 1.5% -0.1% 1.6 148,743 +0 5
TLNC funds › TALON CAP CORP HOLD 1.5% -0.1% 1.5 150,000 +0 3
CUSIP:G5414D103 funds › LEAPFROG ACQUISITION CORP HOLD 1.4% -0.1% 1.5 150,000 +0 2
SVCC funds › STELLAR V CAP CORP HOLD 1.4% -0.1% 1.4 133,770 +0 5
NHIC funds › NEWHOLD INVT CORP III HOLD 1.3% -0.1% 1.3 123,541 +0 5
HVMC funds › HIGHVIEW MERGER CORP HOLD 1.2% -0.1% 1.3 127,021 +0 3
SOCA funds › SOLARIUS CAPITAL ACQU CORP HOLD 1.2% -0.1% 1.3 125,000 +0 4
CLBR funds › COLOMBIER ACQUISITION CORP I NEW 1.2% +1.2% 1.3 125,000 +125,000 1
OBA funds › OXLEY BRIDGE ACQ LTD HOLD 1.2% -0.1% 1.3 124,293 +0 4
GHXIU funds › GORES HOLDINGS XI INC NEW 1.2% +1.2% 1.3 125,000 +125,000 1
OTGA funds › OTG ACQUISITION CORP. I HOLD 1.2% -0.1% 1.3 125,000 +0 3
SVAQ funds › SILICON VY ACQUISITION CORP NEW 1.2% +1.2% 1.3 125,000 +125,000 1
ALUB funds › ALUSSA ENERGY ACQUISIT CORP HOLD 1.2% -0.1% 1.3 125,000 +0 2
APMCU funds › AMPERCAP ACQUISITION CO NEW 1.2% +1.2% 1.3 124,988 +124,988 1
LPCV funds › LAUNCHPAD CADENZA ACQU CORP NEW 1.2% +1.2% 1.2 125,000 +125,000 1
BLRK funds › BLUEROCK ACQUISITION CORP HOLD 1.2% -0.1% 1.2 125,000 +0 2
CUSIP:G53157122 funds › KPET ULTRA PACELINE CORP HOLD 1.2% -0.1% 1.2 121,280 +0 2
ALOV funds › ALDABRA 4 LQDTY OPP VEH INC NEW 1.1% +1.1% 1.2 118,214 +118,214 1
CUSIP:G3R25N108 funds › GALATA ACQUISITION CORP II HOLD 1.0% -0.1% 1.1 106,256 +0 3
TACO funds › BERTO ACQUISITION CORP HOLD 1.0% -0.1% 1.0 98,853 +0 5
GSHR funds › GESHER ACQUISITION CORP. II HOLD 1.0% -0.1% 1.0 98,832 +0 5
TACH funds › TITAN ACQUISITION CORP HOLD 1.0% -0.1% 1.0 98,764 +0 5
SZZL funds › SIZZLE ACQUISITION CORP. II HOLD 1.0% -0.1% 1.0 98,992 +0 5
JENA funds › JENA ACQUISITION CORP II HOLD 1.0% -0.1% 1.0 98,857 +0 4
CUSIP:G7515A103 funds › REPUBLIC DIGITAL ACQUISITION HOLD 1.0% -0.1% 1.0 98,850 +0 5
CUSIP:G9R39C103 funds › WEN ACQUISITION CORP HOLD 1.0% -0.1% 1.0 98,857 +0 4
CUSIP:G4939F115 funds › IRENIC ACQUISITION CORP NEW 1.0% +1.0% 1.0 100,000 +100,000 1
KCAU funds › KENSINGTON CAP ACQUISITION NEW 1.0% +1.0% 1.0 100,000 +100,000 1
CUSIP:G2616C108 funds › DAEDALUS SPL ACQUISITION COR HOLD 1.0% -0.1% 1.0 100,000 +0 2
ACGCU funds › ACP HOLDINGS ACQUISITION COR NEW 1.0% +1.0% 1.0 100,000 +100,000 1
EVAC funds › EQV VENTURES AC CORP. II HOLD 1.0% -0.1% 1.0 98,865 +0 4
ISNRU funds › SNOW ROTHSCHILD ACQUISITION NEW 1.0% +1.0% 1.0 100,000 +100,000 1
ETSSU funds › ENERGY TRANSITION SPL OPPORT NEW 1.0% +1.0% 1.0 100,000 +100,000 1
KRAQ funds › KRAKACQUISITION CORPORATION NEW 1.0% +1.0% 1.0 100,000 +100,000 1
AEAQ funds › ACTIVATE ENERGY ACQUISIT COR HOLD 1.0% -0.1% 1.0 100,000 +0 2
CUSIP:G19316127 funds › CARTESIAN GROWTH CORP IV NEW 1.0% +1.0% 1.0 100,000 +100,000 1
PTACU funds › PATRIOT ACQUISITION CORP NEW 1.0% +1.0% 1.0 100,000 +100,000 1
SHOTU funds › RMG ML SPORTS HOLDINGS NEW 1.0% +1.0% 1.0 100,000 +100,000 1
VHCP funds › VINE HILL CAP INVTS CORP II NEW 1.0% +1.0% 1.0 100,000 +100,000 1
HCIC funds › HENNESSY CAP INVTS CORP VIII NEW 1.0% +1.0% 1.0 100,000 +100,000 1
CAQ funds › CAMBRIDGE ACQUISITION CORP NEW 1.0% +1.0% 1.0 100,000 +100,000 1
LTGRU funds › LONG TABLE GROWTH CORP NEW 0.9% +0.9% 0.9 90,000 +90,000 1
BRKHU funds › BURTECH ACQUISITION CORP II NEW 0.8% +0.8% 0.9 87,208 +87,208 1
CUSIP:G6486G123 funds › NEWHOLD INVTS CORP IV NEW 0.7% +0.7% 0.8 75,000 +75,000 1
VACI funds › VIKING ACQUISITION CORP I HOLD 0.7% -0.1% 0.8 75,000 +0 3
CMII funds › COLUMBUS CIRCLE CAP CORP II NEW 0.7% +0.7% 0.8 75,000 +75,000 1
CRAN funds › CRANE HBR ACQUISITION CORP I HOLD 0.7% -0.1% 0.8 75,000 +0 2
CUSIP:G77676107 funds › SAFEGUARD ACQUISITION CORP HOLD 0.7% -0.1% 0.8 75,000 +0 2
CUSIP:G3810N106 funds › GENERAL PURP ACQUISITION COR HOLD 0.7% -0.1% 0.8 75,000 +0 2
PACH funds › PIONEER ACQUISITION I CORP HOLD 0.7% -0.1% 0.7 69,324 +0 4
CUSIP:G0273J101 funds › AMERICAN EXCEPTIONALISM ACQU HOLD 0.6% -0.0% 0.6 50,000 +0 4
DBCA funds › D BORAL ACQUISITION I CORP NEW 0.5% +0.5% 0.5 55,000 +55,000 1
HCMA funds › HCM III ACQUISITION CORP HOLD 0.5% -0.0% 0.5 50,000 +0 3
CUSIP:G9675K103 funds › WILLOW LANE ACQUISITION CRP NEW 0.5% +0.5% 0.5 50,000 +50,000 1
CRAQ funds › CAL REDWOOD ACQUISITION CORP HOLD 0.5% -0.0% 0.5 49,429 +0 5
CUSIP:G8377G105 funds › SPRING VY ACQUISITION CORP I NEW 0.5% +0.5% 0.5 50,000 +50,000 1
OYSE funds › OYSTER ENTERPRISES II ACQUIS HOLD 0.5% -0.0% 0.5 49,429 +0 4
SAAQ funds › SPACE ASSET ACQUISITION CORP NEW 0.5% +0.5% 0.5 49,759 +49,759 1
ONCH funds › 1RT ACQUISITION CORP. HOLD 0.5% -0.0% 0.5 49,433 +0 4
PAII funds › PYROPHYTE ACQUISITION CORP. HOLD 0.5% -0.1% 0.5 49,598 +0 4
CUSIP:G8148S107 funds › SILVERBOX CORP V HOLD 0.5% -0.0% 0.5 50,000 +0 2
APXT funds › APEX TREAS CORP HOLD 0.5% -0.0% 0.5 50,000 +0 3
YICCU funds › YORKVILLE INTL CAP CORP NEW 0.5% +0.5% 0.5 50,000 +50,000 1
CUSIP:G8662J111 funds › TAILWIND 2.0 ACQUISITION COR HOLD 0.5% -0.0% 0.5 50,000 +0 3
CUSIP:G3226F101 funds › EVOLUTION GLOBAL ACQUISITION HOLD 0.5% -0.0% 0.5 50,000 +0 3
IGAC funds › INVEST GREEN ACQUISITION COR HOLD 0.5% -0.0% 0.5 50,000 +0 2
CUSIP:G2949T109 funds › DYNAMIX CORP III HOLD 0.5% -0.0% 0.5 50,000 +0 2
HACQ funds › HCM IV ACQUISITION CORP NEW 0.4% +0.4% 0.4 40,000 +40,000 1
TMTS funds › SPARTACUS ACQUISITION CORP I NEW 0.4% +0.4% 0.4 40,000 +40,000 1
BIXI funds › BITCOIN INFRASTRUCTURE ACQUI HOLD 0.3% -0.0% 0.3 35,000 +0 2
ACAA funds › AVERIN CAP ACQUISITION CORP NEW 0.3% +0.3% 0.3 30,762 +30,762 1
CUSIP:G1828W100 funds › CANTOR EQUITY PARTNERS VII I NEW 0.3% +0.3% 0.3 30,000 +30,000 1
FACT funds › FACT II ACQUISITION CORP TRIM 0.3% -0.9% 0.3 25,000 -75,000 5
HCAC funds › HALL CHADWICK ACQUISITION CO HOLD 0.2% -0.0% 0.3 25,000 +0 2
CUSIP:74102N119 funds › PRESIDIO PRODTN CO HOLD 0.2% +0.1% 0.2 134,243 +0 2
NHICW funds › NEWHOLD INVT CORP III HOLD 0.1% +0.1% 0.1 61,770 +0 5
BEAGR funds › BOLD EAGLE ACQUISITION CORP HOLD 0.1% +0.0% 0.1 393,893 +0 6
ANSCW funds › AGRICULTURE & NAT SOL ACQ CO HOLD 0.1% -0.0% 0.1 484,858 +0 6
HVIIR funds › HENNESSY CAP INVT CORP VII HOLD 0.1% +0.0% 0.1 197,900 +0 5
OACCW funds › OAKTREE ACQUISITION CORP III HOLD 0.1% +0.0% 0.1 78,981 +0 6
TDACW funds › TRANSLATIONAL DEV ACQUISITIO HOLD 0.1% +0.1% 0.1 41,826 +0 5
CUSIP:G01558124 funds › ALDEL FINL II INC HOLD 0.1% -0.0% 0.1 197,106 +0 6
IEAGR funds › INFINITE EAGLE ACQUISITION C NEW 0.1% +0.1% 0.1 300,000 +300,000 1
NWAXWS funds › NEW AMER ACQUISITION I CORP HOLD 0.1% +0.0% 0.1 97,500 +0 2
CUBWW funds › LIONHEART HOLDINGS HOLD 0.1% +0.0% 0.1 145,507 +0 6
CUSIP:G81306113 funds › SILICON VY ACQUISITION CORP NEW 0.0% +0.0% 0.0 62,500 +62,500 1
CUSIP:G75751118 funds › RITHM ACQUISITION CORP HOLD 0.0% -0.0% 0.0 65,866 +0 5
CUSIP:G0509J123 funds › ARTIUS II ACQUISITION INC HOLD 0.0% -0.0% 0.0 197,655 +0 5
GPATW funds › GP-ACT III ACQUISITION CORP HOLD 0.0% +0.0% 0.0 217,248 +0 6
IPCXR funds › INFLECTION PT ACQUISITION CO HOLD 0.0% +0.0% 0.0 88,967 +0 5
RREVW funds › RRE VENTURES ACQUISITION COR NEW 0.0% +0.0% 0.0 66,666 +66,666 1
CUSIP:G86652123 funds › TALON CAP CORP HOLD 0.0% +0.0% 0.0 50,000 +0 3
TACHW funds › TITAN ACQUISITION CORP HOLD 0.0% +0.0% 0.0 49,382 +0 5
TACOW funds › BERTO ACQUISITION CORP HOLD 0.0% +0.0% 0.0 49,427 +0 5
ALFUW funds › CENTURION ACQUISITION CORP HOLD 0.0% +0.0% 0.0 145,495 +0 6
GRAFWS funds › GRAF GLOBAL CORP HOLD 0.0% +0.0% 0.0 87,337 +0 6
CMIIW funds › COLUMBUS CIRCLE CAP CORP II NEW 0.0% +0.0% 0.0 24,999 +24,999 1
FACTW funds › FACT II ACQUISITION CORP HOLD 0.0% +0.0% 0.0 50,000 +0 5
KCACWS funds › KENSINGTON CAP ACQUISITION NEW 0.0% +0.0% 0.0 25,000 +25,000 1
LFACW funds › LEAPFROG ACQUISITION CORP HOLD 0.0% +0.0% 0.0 75,000 +0 2
LPBBW funds › LAUNCH TWO ACQUISITION CORP. HOLD 0.0% +0.0% 0.0 73,411 +0 6
POLEW funds › ANDRETTI ACQUISITION CORP II HOLD 0.0% +0.0% 0.0 119,398 +0 6
OTGAW funds › OTG ACQUISITION CORP. I HOLD 0.0% +0.0% 0.0 62,500 +0 3
CUSIP:G9582G112 funds › VIKING ACQUISITION CORP I HOLD 0.0% +0.0% 0.0 25,000 +0 3
HVMCW funds › HIGHVIEW MERGER CORP HOLD 0.0% +0.0% 0.0 63,510 +0 3
SACWS funds › SAFEGUARD ACQUISITION CORP HOLD 0.0% +0.0% 0.0 37,500 +0 2
RANGR funds › RANGE CAP ACQUISITION CORP HOLD 0.0% -0.0% 0.0 73,901 +0 6
RDAGW funds › REPUBLIC DIGITAL ACQUISITION HOLD 0.0% -0.0% 0.0 49,425 +0 5
CUSIP:G8431T119 funds › SIM ACQUISITION CORP. I HOLD 0.0% -0.0% 0.0 75,542 +0 6
ALOVW funds › ALDABRA 4 LQDTY OPP VEH INC NEW 0.0% +0.0% 0.0 39,404 +39,404 1
BLRKW funds › BLUEROCK ACQUISITION CORP HOLD 0.0% +0.0% 0.0 41,666 +0 2
CUSIP:G8475V111 funds › STELLAR V CAP CORP HOLD 0.0% +0.0% 0.0 66,886 +0 5
KFIIR funds › K&F GROWTH ACQUISITION CORP HOLD 0.0% -0.0% 0.0 148,744 +0 5
EGHAR funds › EGH ACQUISITION CORP. HOLD 0.0% +0.0% 0.0 49,423 +0 4
SAAQW funds › SPACE ASSET ACQUISITION CORP NEW 0.0% +0.0% 0.0 20,000 +20,000 1
WENNW funds › WEN ACQUISITION CORP HOLD 0.0% -0.0% 0.0 49,429 +0 4
CRANR funds › CRANE HBR ACQUISITION CORP I HOLD 0.0% +0.0% 0.0 75,000 +0 2
CUSIP:G5093B113 funds › JENA ACQUISITION CORP II HOLD 0.0% -0.0% 0.0 98,856 +0 4
ALUBWS funds › ALUSSA ENERGY ACQUISIT CORP HOLD 0.0% -0.0% 0.0 41,666 +0 2
KRSPWS funds › RICE ACQUISITION CORP 3 HOLD 0.0% +0.0% 0.0 16,666 +0 3
AEAQW funds › ACTIVATE ENERGY ACQUISIT COR HOLD 0.0% -0.0% 0.0 50,000 +0 2
CUSIP:G6001S115 funds › LAUNCHPAD CADENZA ACQU CORP NEW 0.0% +0.0% 0.0 41,666 +41,666 1
CUSIP:G44055120 funds › HENNESSY CAP INVTS CORP VIII NEW 0.0% +0.0% 0.0 100,000 +100,000 1
SZZLR funds › SIZZLE ACQUISITION CORP. II HOLD 0.0% -0.0% 0.0 98,992 +0 5
CUSIP:G9709D117 funds › VINE HILL CAP INVTS CORP II NEW 0.0% +0.0% 0.0 33,333 +33,333 1
LPAAW funds › LAUNCH ONE ACQUISITION CORP HOLD 0.0% +0.0% 0.0 81,417 +0 6
ZKPW funds › LAFAYETTE DIGITAL ACQUISITIO NEW 0.0% +0.0% 0.0 43,750 +43,750 1
GSHRW funds › GESHER ACQUISITION CORP. II HOLD 0.0% -0.0% 0.0 49,417 +0 5
OBAWW funds › OXLEY BRIDGE ACQ LTD HOLD 0.0% -0.0% 0.0 62,146 +0 4
BLZRW funds › TRAILBLAZER ACQUISITION CORP HOLD 0.0% -0.0% 0.0 33,333 +0 3
EVACWS funds › EQV VENTURES AC CORP. II HOLD 0.0% +0.0% 0.0 32,955 +0 4
DSACW funds › DAEDALUS SPL ACQUISITION COR HOLD 0.0% +0.0% 0.0 24,999 +0 2
FSHPR funds › FLAG SHIP ACQUISITION CORP TRIM 0.0% -0.0% 0.0 182,271 -100 6
CLBRWS funds › COLOMBIER ACQUISITION CORP I NEW 0.0% +0.0% 0.0 15,624 +15,624 1
LATAW funds › GALATA ACQUISITION CORP II HOLD 0.0% +0.0% 0.0 35,418 +0 3
CUSIP:G7309T110 funds › PYROPHYTE ACQUISITION CORP. HOLD 0.0% +0.0% 0.0 24,799 +0 4
SVIVW funds › SPRING VY ACQUISITION CORP I NEW 0.0% +0.0% 0.0 12,500 +12,500 1
CUSIP:G81354121 funds › SILVERBOX CORP IV HOLD 0.0% -0.0% 0.0 73,411 +0 6
CUSIP:G5315G114 funds › KRAKACQUISITION CORPORATION NEW 0.0% +0.0% 0.0 25,000 +25,000 1
CUSIP:G17564116 funds › CAL REDWOOD ACQUISITION CORP HOLD 0.0% -0.0% 0.0 49,430 +0 5
WLIIW funds › WILLOW LANE ACQUISITION CRP NEW 0.0% +0.0% 0.0 12,500 +12,500 1
CUSIP:G5304D114 funds › KOCHAV DEFENSE ACQUI CO HOLD 0.0% -0.0% 0.0 54,372 +0 4
HCMAW funds › HCM III ACQUISITION CORP HOLD 0.0% +0.0% 0.0 16,666 +0 3
DBCAW funds › D BORAL ACQUISITION I CORP NEW 0.0% +0.0% 0.0 27,500 +27,500 1
SOCAW funds › SOLARIUS CAPITAL ACQU CORP HOLD 0.0% +0.0% 0.0 35,000 +0 4
CAQUW funds › CAMBRIDGE ACQUISITION CORP NEW 0.0% +0.0% 0.0 33,333 +33,333 1
CUSIP:G3226F119 funds › EVOLUTION GLOBAL ACQUISITION HOLD 0.0% -0.0% 0.0 25,000 +0 3
CUSIP:G3810N114 funds › GENERAL PURP ACQUISITION COR HOLD 0.0% -0.0% 0.0 37,500 +0 2
CUSIP:G4924G110 funds › INVEST GREEN ACQUISITION COR HOLD 0.0% -0.0% 0.0 50,000 +0 2
CUSIP:G8148S115 funds › SILVERBOX CORP V HOLD 0.0% +0.0% 0.0 16,666 +0 2
APXTW funds › APEX TREAS CORP HOLD 0.0% +0.0% 0.0 25,000 +0 3
PACHW funds › PIONEER ACQUISITION I CORP HOLD 0.0% +0.0% 0.0 34,662 +0 4
HCACR funds › HALL CHADWICK ACQUISITION CO HOLD 0.0% +0.0% 0.0 25,000 +0 2
TMTSW funds › SPARTACUS ACQUISITION CORP I NEW 0.0% +0.0% 0.0 13,333 +13,333 1
CUSIP:G2949T117 funds › DYNAMIX CORP III HOLD 0.0% -0.0% 0.0 25,000 +0 2
ONCHW funds › 1RT ACQUISITION CORP. HOLD 0.0% +0.0% 0.0 12,358 +0 4
TDWDR funds › TAILWIND 2.0 ACQUISITION COR HOLD 0.0% -0.0% 0.0 50,000 +0 3
CUSIP:G6004G118 funds › MELAR ACQUISITION CORP. I HOLD 0.0% -0.0% 0.0 44,092 +0 6
BIXIW funds › BITCOIN INFRASTRUCTURE ACQUI HOLD 0.0% -0.0% 0.0 17,499 +0 2
CUSIP:G4992A136 funds › JACKSON ACQUISITION CO II HOLD 0.0% +0.0% 0.0 39,300 +0 6
CUSIP:G6861F138 funds › OYSTER ENTERPRISES II ACQUIS HOLD 0.0% -0.0% 0.0 49,430 +0 4
DBCAU funds › D BORAL ACQUISITION I CORP EXIT 0.0% -0.6% 0.0 0 -55,000 0
CUSIP:G20315100 funds › CENTURION ACQUISITION CORP EXIT 0.0% -3.3% 0.0 0 -290,988 0
KCACU funds › KENSINGTON CAP ACQUIST CORP EXIT 0.0% -1.1% 0.0 0 -100,000 0
CUSIP:G2296M111 funds › COLUMBUS CIRCLE CAP CORP II EXIT 0.0% -0.8% 0.0 0 -75,000 0
TDAC funds › TRANSLATIONAL DEV ACQUISITIO EXIT 0.0% -0.9% 0.0 0 -83,651 0
CUSIP:G81306105 funds › SILICON VY ACQUISITION CORP EXIT 0.0% -1.3% 0.0 0 -125,000 0
CAQUU funds › CAMBRIDGE ACQUISITION CORP EXIT 0.0% -1.1% 0.0 0 -100,000 0
CUSIP:G8377G121 funds › SPRING VY ACQUISITION CORP I EXIT 0.0% -0.5% 0.0 0 -50,000 0
ACAAU funds › AVERIN CAP ACQUISITION CORP EXIT 0.0% -0.3% 0.0 0 -30,762 0
CUSIP:G5501C109 funds › LIONHEART HOLDINGS EXIT 0.0% -3.3% 0.0 0 -291,012 0
CUSIP:G2284A129 funds › COLOMBIER ACQUISITION CORP I EXIT 0.0% -1.4% 0.0 0 -125,000 0
CUSIP:G4365S128 funds › HCM IV ACQUISITION CORP EXIT 0.0% -0.4% 0.0 0 -40,000 0
CUSIP:G9709D125 funds › VINE HILL CAP INVTS CORP II EXIT 0.0% -1.1% 0.0 0 -100,000 0
CCIXW funds › CHURCHILL CAPITAL CORP IX EXIT 0.0% -0.1% 0.0 0 -157,608 0
CUSIP:G93A7H112 funds › VOYAGER ACQUISITION CORP EXIT 0.0% -0.0% 0.0 0 -97,645 0
CUSIP:G8375S127 funds › SPACE ASSET ACQUISITION CORP EXIT 0.0% -0.7% 0.0 0 -60,000 0
ASPCR funds › A SPAC III ACQUISITION CORP EXIT 0.0% -0.0% 0.0 0 -147,714 0
CUSIP:G5509P102 funds › LIVE OAK ACQUISITION CORP V EXIT 0.0% -1.0% 0.0 0 -86,636 0
CUSIP:G5451A111 funds › LEGATO MERGER CORP III EXIT 0.0% -0.1% 0.0 0 -231,590 0
LPCVU funds › LAUNCHPAD CADENZA ACQU CORP EXIT 0.0% -1.3% 0.0 0 -125,000 0
CUSIP:G7553X106 funds › RICE ACQUISITION CORP 3 EXIT 0.0% -1.1% 0.0 0 -100,000 0
CUSIP:G19307126 funds › CARTESIAN GROWTH CORP III EXIT 0.0% -0.0% 0.0 0 -49,426 0
CUSIP:G01900201 funds › ALDABRA 4 LQDTY OPP VEH INC EXIT 0.0% -1.3% 0.0 0 -118,214 0
CUSIP:G5345D123 funds › LAFAYETTE DIGITAL ACQUISITIO EXIT 0.0% -1.9% 0.0 0 -175,000 0
CUSIP:G9675K129 funds › WILLOW LANE ACQUISITION CRP EXIT 0.0% -0.5% 0.0 0 -50,000 0
IEAGU funds › INFINITE EAGLE ACQUISITION C EXIT 0.0% -3.3% 0.0 0 -300,000 0
CUSIP:G19307100 funds › CARTESIAN GROWTH CORP III EXIT 0.0% -1.1% 0.0 0 -98,853 0
ATII funds › ARCHIMEDES TECH SPAC PARTNER EXIT 0.0% -1.1% 0.0 0 -99,081 0
ATIIW funds › ARCHIMEDES TECH SPAC PARTNER EXIT 0.0% -0.0% 0.0 0 -49,540 0
ALCWF funds › ALCHEMY INVTS ACQUISITN CORP EXIT 0.0% -0.0% 0.0 0 -93,934 0
CUSIP:G5315G122 funds › KRAKACQUISITION CORPORATION EXIT 0.0% -1.1% 0.0 0 -100,000 0
CUSIP:G44055112 funds › HENNESSY CAP INVTS CORP VIII EXIT 0.0% -1.1% 0.0 0 -100,000 0
CUSIP:G8303R126 funds › SPARTACUS ACQUISITION CORP I EXIT 0.0% -0.4% 0.0 0 -40,000 0
GRAF funds › GRAF GLOBAL CORP EXIT 0.0% -2.0% 0.0 0 -174,665 0

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 104 174 0.42 30% 0.019 0.009 in
2026Q1 94 154 0.39 31% 0.018 0.013 in
2025Q4 105 148 0.26 36% 0.023 0.039 in
2025Q3 97 124 0.22 42% 0.029 0.065 in
2025Q2 101 120 0.36 45% 0.031 0.029 in
2025Q1 95 89 0.35 50% 0.038 0.036 entered
2024Q4 94 87 0.00 53% 0.041 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