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機関投資家の保有一覧

Ghisallo Capital Management LLC

持ち方
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評価額を取得中
届出上位5銘柄の比重
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保有
262銘柄

Ghisallo Capital Management LLC は、2026年6月30日の SEC Form 13F で 262 銘柄の保有を報告しました。届出上位には SPACE EXPLORATION TECHNOLOGIES CORP、Digital Realty Trust、Super Micro Computer が並び、情報技術・不動産・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    SP
    SPCXSPACE EXPLORATION TECHNOLOGIES CORP
    情報技術・ 5,678,145 株
    —
  2. 2
    DL
    DLRDigital Realty Trust
    不動産・ 1,198,100 株
    —
  3. 3
    SM
    SMCISuper Micro Computer
    情報技術・ 4,365,060 株
    —
  4. 4
    GO
    GOOGLAlphabet
    コミュニケーション・サービス・ 400,000 株
    —
  5. 5
    GO
    GOOGAlphabet
    コミュニケーション・サービス・ 400,000 株
    —
  6. 6
    MD
    MDLNMedline
    ヘルスケア・ 3,000,000 株
    —
  7. 7
    NB
    NBISNebius Group
    情報技術・ 400,000 株
    —
  8. 8
    XP
    XPEVXPeng
    一般消費財・ 7,500,000 株
    —
  9. 9
    AU
    AURAurora Innovation
    情報技術・ 11,906,578 株
    —
  10. 10
    SM
    SMCIPSuper Micro Computer, Inc.
    情報技術・ 900,000 株
    —
残り 252 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11JCIJohnson Controls400,000—
12AEPAmerican Electric Power500,000—
13DLTRDollar Tree500,000—
14GOOGNAlphabet Inc.1,150,000—
15ORCLOracle350,000—
16FPSForgent Power Solutions1,175,000—
17FANGDiamondback Energy250,000—
18CBRSCerebras Systems270,000—
19TTTrane Technologies75,000—
20BIDUBaidu400,000—
21JANJanus Living1,100,000—
22VSHVishay Intertechnology750,000—
23LGNLegence500,000—
24MLYSMineralys Therapeutics1,125,000—
25ARXSArxis500,000—
26GOOGMAlphabet Inc.500,000—
27GDSGDS Holdings750,000—
28AHRAmerican Healthcare REIT400,000—
29ETREntergy200,000—
30MAIRMadison Air Solutions800,000—
31INIOINNIO N.V.1,000,000—
32LEGNLegend Biotech1,000,000—
33SXTSensient Technologies140,000—
34MIAXMiami International Holdings500,000—
35ULSUL Solutions250,000—
36ASAmer Sports600,000—
37TBBBBBB Foods307,618—
38MACMacerich673,590—
39GEVGE Vernova15,000—
40NTLAIntellia Therapeutics1,200,000—
41KODKodiak Sciences150,000—
42DOCNDigitalOcean100,000—
43ALHAlliance Laundry Systems600,000—
44SAROStandardAero600,000—
45MWHSOLV Energy500,000—
46DPCDPC Holdings PLC300,000—
47QXOQXO1,000,000—
48NIONIO3,500,000—
49FLYFirefly Aerospace500,000—
50ANDGAndersen Group200,000—
51NSCNorfolk Southern36,000—
52AVAHAveanna Healthcare900,000—
53CYTKCytokinetics170,000—
54KGSKodiak Gas Services200,000—
55INGMIngram Micro Holding375,000—
56KRSPRice Acquisition Corp 31,000,000—
57TACHTitan Acquisition Corp.1,000,000—
58RVMDRevolution Medicines50,000—
59BCSSBain Capital GSS Investment Corp.1,000,000—
60NTWONewbury Street II Acquisition Corp950,000—
61HTZHertz Global5,744,624—
62VLOSVelos Acquisition I Corp.921,000—
63ALDFAldel Financial II Inc.900,000—
64QNTQuantinuum Inc.200,000—
65PONYPony AI1,500,000—
66ROLRollins300,000—
67CRWVCoreWeave100,000—
68NOVTNovanta60,010—
69KTOSKratos Defense & Security Solutions200,000—
70ATIIArchimedes Tech SPAC Partners II Co.800,000—
71LBLandBridge100,000—
72VSECVSE50,000—
73FWDIForward Industries1,006,882—
74VNOMViper Energy200,000—
75AAMIAcadian Asset Management85,379—
76WULFTeraWulf500,000—
77BELFBBel Fuse30,000—
78DMIIDrugs Made In America Acquisition II Corp.750,000—
79FRVOFervo Energy500,000—
80KRMNKarman Holdings200,000—
81CAVACAVA Group125,000—
82USARUSA Rare Earth500,000—
83IPFXInflection Point Acquisition Corp. VI671,007—
84TTANServiceTitan100,000—
85PTRNPattern Group380,000—
86EQPTEquipmentShare.com350,000—
87BKVBKV300,000—
88NHPNational Healthcare Properties400,000—
89LOARLoar Holdings100,000—
90LCLNLincoln International250,000—
91SMMTSummit Therapeutics350,000—
92WBIWaterBridge Infrastructure200,000—
93GLXYGalaxy Digital250,000—
94XEX-Energy400,000—
95ALOYReAlloys701,754—
96AVEXAEVEX Aerospace389,470—
97KPETKPET Ultra Paceline Corp550,000—
98PMTRPerimeter Acquisition Corp. I500,000—
99OBAOxley Bridge Acquisition Ltd500,000—
100ALMRAlamar Biosciences150,000—
101CDNLCardinal Infrastructure167,297—
102AMBQAmbiq Micro75,000—
103CLBRColombier Acquisition Corp. III500,000—
104ADACAmerican Drive Acquisition Co500,000—
105EROCERock, Inc.400,000—
106LPCVLaunchpad Cadenza Acquisition Corp I500,000—
107QADRQDRO Acquisition Corp.500,000—
108HCICHennessy Capital Investment Corp. VIII500,000—
109OACCOaktree Acquisition Corp. III Life Sciences450,000—
110MPMP Materials100,000—
111SRRKScholar Rock Holding100,000—
112CURBCurbline Properties162,074—
113IEAGInfinite Eagle Acquisition Corp.450,000—
114ALLOAllogene Therapeutics3,000,000—
115ABVXAbivax48,000—
116ELMTElmet Group200,000—
117BOBSBob's Discount Furniture300,000—
118ORKAOruka Therapeutics50,000—
119GTENGores Holdings X, Inc. / CI400,000—
120BLZRTrailblazer Acquisition Corp.400,000—
121HAWKHawkEye 360275,000—
122OIMOneIM Acquisition Corp.400,000—
123KRAQKRAKacquisition Corp400,000—
124CELCCelcuity55,000—
125MMEDMiniMed Group200,000—
126ARWRArrowhead Pharmaceuticals60,000—
127VERAVera Therapeutics125,000—
128MLAAMountain Lake Acquisition Corp. II375,000—
129CEPFCantor Equity Partners IV, Inc.350,000—
130TNGXTango Therapeutics150,000—
131TBNTamboran Resources100,000—
132LWACLightWave Acquisition Corp.325,000—
133PORPortland General Electric75,000—
134WBDWBD106,000—
135CBCCentral Bancompany100,000—
136YSWYYesway150,000—
137ALUBAlussa Energy Acquisition Corp. II300,000—
138SBXESilverBox Corp V300,000—
139SACSafeguard Acquisition Corp.300,000—
140ACAAAverin Capital Acquisition Corp.300,000—
141IACOIdea Acquisition Corp.300,000—
142FIGRFigure Technology Solutions100,000—
143AADXApplied Aerospace & Defense225,000—
144CAICaris Life Sciences100,000—
145SYRESpyre Therapeutics30,000—
146CTRICenturi Holdings125,000—
147PACHPioneer Acquisition I Corp250,000—
148CEPVCantor Equity Partners V, Inc.250,000—
149FCRSFutureCrest Acquisition Corp.250,000—
150DSACDaedalus Special Acquisition Corp.250,000—
151GPACGeneral Purpose Acquisition Corp.250,000—
152AEAQActivate Energy Acquisition Corp.250,000—
153ARCIArchimedes Tech SPAC Partners III Co.250,000—
154CAESCantor Equity Partners VII, Inc.250,000—
155SORNSoren Acquisition Corp.250,000—
156CAQCambridge Acquisition Corp.250,000—
157WAYWaystar Holding100,000—
158HTFLHeartflow50,000—
159FTWPresidio Production243,652—
160SLDESlide Insurance100,000—
161EROKEagleRock Land, LLC110,000—
162QUREuniQure100,000—
163TSHATaysha Gene Therapies505,000—
164CHECChenghe Acquisition III Co.225,000—
165AEROGrupo Aeromexico150,000—
166HMHHMH Holding125,000—
167RAREUltragenyx Pharmaceutical150,000—
168LFTOLiftoff Mobile, Inc.150,000—
169VELOVelo3D200,000—
170BETABeta Technologies100,000—
171MGTXMeiraGTx Holdings200,000—
172FIGFigma100,000—
173GRDNGuardian Pharmacy Services50,000—
174WENNWEN Acquisition Corp200,000—
175BLUWBlue Water Acquisition Corp. III200,000—
176FIGXFIGX Capital Acquisition Corp.200,000—
177KMTSKestra Medical Technologies75,000—
178ALTAltimmune750,000—
179LATAGalata Acquisition Corp. II200,000—
180SSACSPACSphere Acquisition Corp.200,000—
181NHIVNewHold Investment Corp IV200,000—
182HACQHCM IV Acquisition Corp.200,000—
183DBCAD. Boral Acquisition I Corp.200,000—
184MUZEMuzero Acquisition Corp200,000—
185DNLIDenali Therapeutics100,000—
186GMRSGMR Solutions Inc.200,000—
187AVLNAvalyn Pharma70,000—
188WHKWhiteHawk Minerals Corp.75,000—
189IDYAIDEAYA Biosciences50,000—
190YSSYork Space Systems200,000—
191NGENNervGen Pharma1,000,000—
192LEGOLegato Merger Corp. IV175,000—
193TMTSSpartacus Acquisition Corp. II175,000—
194LINELineage50,000—
195BLSHBullish50,000—
196NIQNielsenIQ100,000—
197OFRMOnce Upon a Farm100,000—
198DFTXDefinium Therapeutics41,500—
199VOYGVoyager Technologies50,000—
200WLIIWillow Lane Acquisition Corp. II150,000—
201FVAVFortress Value Acquisition Corp. V150,000—
202RNGTRange Capital Acquisition Corp II150,000—
203WLTHWealthfront150,000—
204PAACProem Acquisition Corp. I150,000—
205AACOAbony Acquisition Corp. I150,000—
206PRAXPraxis Precision Medicines5,000—
207NKTRNektar Therapeutics32,000—
208SINDSinda Ltd.100,000—
209FRBTForbright, Inc.75,000—
210NTSKNetskope75,000—
211MHMcGraw Hill100,000—
212AACPApogee Acquisition Corp125,000—
213COAGHemab Therapeutics40,000—
214SENSSenseonics Holdings125,000—
215MANEVeradermics10,000—
216MOBIMobia Medical125,000—
217MLTXMoonLake Immunotherapeutics100,000—
218EYPTEyePoint Pharmaceuticals350,000—
219PCAPProCap Acquisition Corp100,000—
220MBVIM3-Brigade Acquisition VI Corp.100,000—
221CADLCandel Therapeutics100,000—
222XFLHXFLH Capital Corp100,000—
223ITHAITHAX Acquisition Corp III100,000—
224ARTCArt Technology Acquisition Corp.100,000—
225MEVOM Evo Global Acquisition Corp II100,000—
226PALOPALOMA ACQUISITION CORP I100,000—
227SUJASuja Life100,000—
228JCAPJefferson Capital50,000—
229PICSPicS105,000—
230KDKKodiak AI571,119—
231IVAInventiva250,000—
232SBMTSilver Bow Mining100,000—
233KLRAKailera Therapeutics75,000—
234LMRILumexa Imaging Holdings75,000—
235SFDSmithfield Foods40,000—
236KARDKardigan, Inc.50,000—
237AEVAAeva Technologies50,000—
238TRVITrevi Therapeutics50,000—
239ALMSAlumis100,000—
240CLDXCelldex Therapeutics20,000—
241PBLSParabilis Medicines, Inc.20,000—
242BTUPeabody Energy23,000—
243ODTXOdyssey Therapeutics25,000—
244MESHMeshflow Acquisition Corp50,000—
245SVIVSpring Valley Acquisition Corp. IV50,000—
246REARare Earths Americas50,000—
247AKTSAktis Oncology25,000—
248SPTXSeaport Therapeutics25,000—
249KPTIKaryopharm Therapeutics500,000—
250AVATAvalanche Treasury Corp201,924—
251BTGOBitGo Holdings50,000—
252NWAXNew America Acquisition I Corp.30,000—
253JBIOJade Biosciences20,000—
254KEELKeel Infrastructure75,700—
255HUMAHumacyte500,000—
256HCMAHCM III ACQUISITION CORP.25,000—
257ITGITG, Inc./DE/33,000—
258MPLTMapLight Therapeutics20,000—
259VRDNViridian Therapeutics7,000—
260CRVSCorvus Pharmaceuticals10,000—
261ANSCANSC600,000—
262CMIICMII50,000—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。