CIK 1878742
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 99.17% | 107 |
| Commercial Services & Supplies | 0.80% | 1 |
| Media & Entertainment | 0.03% | 1 |
| Oil, Gas & Consumable Fuels | 0.00% | 1 |
| Banks | 0.00% | 1 |
| Health Care Equipment & Supplies | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | ALF | CENTURION ACQUISITION CORP | Unclassified | 4.99% |
| 2 | GPAT | GP-ACT III ACQUISITION CORP | Unclassified | 4.96% |
| 3 | MACI | MELAR ACQUISITION CORP. I | Unclassified | 2.91% |
| 4 | BLRK | BLUEROCK ACQUISITION CORP | Unclassified | 2.80% |
| 5 | GRAF | GRAF GLOBAL CORP | Unclassified | 2.59% |
| 6 | ALOV | ALDABRA 4 LQDTY OPP VEH INC | Unclassified | 2.38% |
| 7 | NMP | NMP ACQUISITION CORP | Unclassified | 2.34% |
| 8 | CUB | LIONHEART HOLDINGS | Unclassified | 2.34% |
| 9 | SVCC | STELLAR V CAP CORP | Unclassified | 2.32% |
| 10 | BHAVU | BHAV ACQUISITION CORP | Unclassified | 2.21% |
5/112 names classified · sector 0.8% of weight · industry 0.8% · mkt cap 0.8%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 0.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 0% of book weight classified — the grid is NOT representative of the whole book.
Classified: 0.0% of book weight (0/110 names) · unclassified 100.0%: ALF, GPAT, , MACI, BLRK, GRAF, ALOV, NMP, CUB, SVCC +100 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ALFCENTURION ACQUISITION CORP | 575,000 | $6M | 5.0% | TRIM −15% |
| 2 | GPATGP-ACT III ACQUISITION CORP | 567,566 | $6M | 5.0% | HOLD |
| 3 | MACIMELAR ACQUISITION CORP. I | 335,000 | $4M | 2.9% | HOLD |
| 4 | BLRKBLUEROCK ACQUISITION CORP | 350,000 | $3M | 2.8% | NEW |
| 5 | GRAFGRAF GLOBAL CORP | 300,000 | $3M | 2.6% | HOLD |
| 6 | ALOVALDABRA 4 LQDTY OPP VEH INC | 300,000 | $3M | 2.4% | NEW |
| 7 | NMPNMP ACQUISITION CORP | 286,000 | $3M | 2.3% | HOLD |
| 8 | CUBLIONHEART HOLDINGS | 270,000 | $3M | 2.3% | HOLD |
| 9 | SVCCSTELLAR V CAP CORP | 275,000 | $3M | 2.3% | HOLD |
| 10 | BHAVUBHAV ACQUISITION CORP | 275,000 | $3M | 2.2% | NEW |
| 11 | KFIIK&F GROWTH ACQUISITION CORP | 250,000 | $3M | 2.1% | HOLD |
| 12 | TRAD.UAPEX TECH ACQUISITION INC | 250,000 | $3M | 2.0% | NEW |
| 13 | IACOUIDEA ACQUISITION CORP | 250,000 | $2M | 2.0% | NEW |
| 14 | DBCAD BORAL ACQUISITION I CORP | 250,000 | $2M | 2.0% | NEW |
| 15 | FVNFUTURE VISION II ACQUISITION | 225,000 | $2M | 1.9% | HOLD |
| 16 | XFLH.UXFLH CAP CORP | 225,000 | $2M | 1.8% | NEW |
| 17 | SIMASIM ACQUISITION CORP. I | 200,000 | $2M | 1.7% | HOLD |
| 18 | TAVIU0 | 200,000 | $2M | 1.7% | HOLD |
| 19 | DMAADRUGS MADE IN AMER ACQUTN CO | 200,000 | $2M | 1.7% | HOLD |
| 20 | ATIIARCHIMEDES TECH SPAC PARTNER | 200,000 | $2M | 1.7% | HOLD |
| 21 | FACCARTESIAN GROWTH CORP III | 200,000 | $2M | 1.7% | HOLD |
| 22 | MTAL.UMETALS ACQUISITION CORP II | 200,000 | $2M | 1.6% | NEW |
| 23 | ADACUAMERICAN DRIVE ACQUISITION C | 200,000 | $2M | 1.6% | HOLD |
| 24 | UDNINVESCO DB US DLR INDEX TR | 110,000 | $2M | 1.6% | HOLD |
| 25 | LPBBLAUNCH TWO ACQUISITION CORP. | 175,000 | $2M | 1.5% | HOLD |
| 26 | TDACTRANSLATIONAL DEV ACQUISITIO | 175,000 | $2M | 1.5% | HOLD |
| 27 | AIIA.UAI INFRASTRUCTURE ACQUISI | 175,000 | $2M | 1.4% | HOLD |
| 28 | MOUNTAIN LAKE ACQUISITION CO | 170,000 | $2M | 1.4% | HOLD |
| 29 | CAQUUCAMBRIDGE ACQUISITION CORP | 175,000 | $2M | 1.4% | NEW |
| 30 | ALDFALDEL FINL II INC | 160,000 | $2M | 1.4% | HOLD |
| 31 | LEGATO MERGER CORP III | 150,000 | $2M | 1.3% | HOLD |
| 32 | NHICNEWHOLD INVT CORP III | 150,000 | $2M | 1.3% | HOLD |
| 33 | RFAMURF ACQUISITION CORP III | 150,000 | $1M | 1.2% | NEW |
| 34 | NOEMCO2 ENERGY TRANSITION CORP | 140,000 | $1M | 1.2% | HOLD |
| 35 | NBRGNEWBRIDGE ACQUISITION LTD | 135,000 | $1M | 1.1% | NEW |
| 36 | EVACEQV VENTURES AC CORP. II | 131,200 | $1M | 1.1% | HOLD |
| 37 | SORNSOREN ACQUISITION CORP | 120,000 | $1M | 1.0% | NEW |
| 38 | POLEANDRETTI ACQUISITION CORP II | 100,000 | $1M | 0.9% | HOLD |
| 39 | NTWONEWBURY STR II ACQUISITION C | 100,000 | $1M | 0.8% | HOLD |
| 40 | LCCCULAKESHORE ACQUISITION III CO | 100,000 | $1M | 0.8% | HOLD |
| 41 | COPLCOPLEY ACQUISITION CORP | 100,000 | $1M | 0.8% | HOLD |
| 42 | BLUWBLUE WTR ACQUISITION CORP. I | 100,000 | $1M | 0.8% | HOLD |
| 43 | WTGWINTERGREEN ACQUISITION CORP | 100,000 | $1M | 0.8% | HOLD |
| 44 | RDAGREPUBLIC DIGITAL ACQUISITION | 100,000 | $1M | 0.8% | HOLD |
| 45 | GTERAGLOBA TERRA ACQUISITION COR | 100,000 | $1M | 0.8% | HOLD |
| 46 | OYSEOYSTER ENTERPRISES II ACQUIS | 100,000 | $1M | 0.8% | HOLD |
| 47 | YCYAA MISSION ACQUISITION CORP | 100,000 | $1M | 0.8% | HOLD |
| 48 | DMIIUDRUGS MADE IN AMER ACQ II CO | 100,000 | $1M | 0.8% | HOLD |
| 49 | MKLYMCKINLEY ACQUISITION CORP | 100,000 | $1M | 0.8% | HOLD |
| 50 | BPACBLUEPORT ACQUISITION LTD | 100,000 | $1M | 0.8% | NEW |
| 51 | AACOUABONY ACQUISITION CORP I | 100,000 | $994,000 | 0.8% | NEW |
| 52 | LPCVLAUNCHPAD CADENZA ACQU CORP | 100,000 | $990,000 | 0.8% | NEW |
| 53 | IRHOIRON HORSE ACQUISIT II CORP | 100,000 | $986,000 | 0.8% | NEW |
| 54 | HORIZON SPACE ACQUISITION II | 150,000 | $967,485 | 0.8% | HOLD |
| 55 | AACBARTIUS II ACQUISITION INC | 75,000 | $775,500 | 0.6% | HOLD |
| 56 | CCAQDUNE ACQUISITION CORP II | 75,000 | $774,750 | 0.6% | HOLD |
| 57 | LWACLIGHTWAVE ACQUISITION CORP | 75,000 | $765,000 | 0.6% | HOLD |
| 58 | SPEGSILVER PEGASUS ACQUISITION C | 75,000 | $763,500 | 0.6% | HOLD |
| 59 | LEGO.ULEGATO MERGER CORP IV | 75,000 | $748,500 | 0.6% | NEW |
| 60 | SCIISC II ACQUISITION CORP | 75,000 | $747,750 | 0.6% | NEW |
| 61 | CRANCRANE HBR ACQUISITION CORP I | 75,000 | $743,250 | 0.6% | NEW |
| 62 | ARCIARCHIMEDES TECH SPAC PTNRS I | 75,000 | $738,750 | 0.6% | NEW |
| 63 | AEAQACTIVATE ENERGY ACQUISIT COR | 70,000 | $692,300 | 0.6% | NEW |
| 64 | MUZEMUZERO ACQUISITION CORP | 70,000 | $690,200 | 0.6% | NEW |
| 65 | RNGTRANGE CAP ACQUISITION CORP I | 65,000 | $650,000 | 0.5% | HOLD |
| 66 | FMACUFUTURE MONEY ACQUISITION COR | 65,000 | $649,097 | 0.5% | NEW |
| 67 | SCPQUSOCIAL COMM PARTNERS CORP | 60,000 | $600,600 | 0.5% | HOLD |
| 68 | CEPOCANTOR EQUITY PARTNERS I INC | 50,381 | $529,001 | 0.4% | HOLD |
| 69 | BSAABEST SPAC I ACQUISITION CORP | 50,000 | $513,000 | 0.4% | HOLD |
| 70 | CCIICOHEN CIRCLE ACQUISIT CORP I | 50,000 | $511,000 | 0.4% | HOLD |
| 71 | CRAQCAL REDWOOD ACQUISITION CORP | 50,000 | $507,500 | 0.4% | HOLD |
| 72 | OBAOXLEY BRIDGE ACQ LTD | 50,000 | $506,500 | 0.4% | HOLD |
| 73 | WLIIUWILLOW LANE ACQUISITION CRP | 50,000 | $505,000 | 0.4% | NEW |
| 74 | CHECCHENGHE ACQUISITION III CO | 50,000 | $504,000 | 0.4% | NEW |
| 75 | SAAQSPACE ASSET ACQUISITION CORP | 50,000 | $498,000 | 0.4% | NEW |
| 76 | ITHAITHAX ACQUISITION CORP III | 50,000 | $495,000 | 0.4% | NEW |
| 77 | MESHMESHFLOW ACQUISITION CORP | 50,000 | $494,500 | 0.4% | NEW |
| 78 | CHPGCHAMPIONSGATE ACQUISITION CO | 45,000 | $461,250 | 0.4% | HOLD |
| 79 | DSACDAEDALUS SPL ACQUISITION COR | 35,000 | $346,850 | 0.3% | NEW |
| 80 | LFACLEAPFROG ACQUISITION CORP | 30,000 | $297,750 | 0.2% | NEW |
| 81 | CAEPCANTOR EQUITY PARTNERS III I | 25,000 | $257,750 | 0.2% | HOLD |
| 82 | CLBR.UCOLOMBIER ACQUISITION CORP I | 25,000 | $254,500 | 0.2% | NEW |
| 83 | CEPVCANTOR EQUITY PARTNERS V INC | 25,000 | $252,500 | 0.2% | HOLD |
| 84 | BLZRTRAILBLAZER ACQUISITION CORP | 25,000 | $251,250 | 0.2% | HOLD |
| 85 | FGIIFG IMPERII ACQUISITION CORP | 25,000 | $247,500 | 0.2% | NEW |
| 86 | PACHPIONEER ACQUISITION I CORP | 24,400 | $247,172 | 0.2% | HOLD |
| 87 | GDXVANECK ETF TRUST GOLD MINERS ETF | 2,000 | $183,540 | 0.1% | TRIM −95% |
| 88 | NWAXNEW AMER ACQUISITION I CORP | 15,000 | $150,150 | 0.1% | NEW |
| 89 | SSACSPACSPHERE ACQUISITION CORP | 10,000 | $99,000 | 0.1% | NEW |
| 90 | ALOVWALDABRA 4 LQDTY OPP VEH INC | 100,000 | $45,000 | 0.0% | NEW |
| 91 | ZNBZeta Network Group | 21,964 | $43,489 | 0.0% | NEW |
| 92 | TOONKARTOON STUDIOS INC. | 61,255 | $38,223 | 0.0% | HOLD |
| 93 | DBCAWD BORAL ACQUISITION I CORP | 125,000 | $37,500 | 0.0% | NEW |
| 94 | BPACRBLUEPORT ACQUISITION LTD | 100,000 | $19,000 | 0.0% | NEW |
| 95 | NBRGRNEWBRIDGE ACQUISITION LTD | 135,000 | $17,564 | 0.0% | NEW |
| 96 | UCFIWCN HEALTHY FOOD TECH GROUP C | 164,715 | $14,824 | 0.0% | NEW |
| 97 | SORNWSOREN ACQUISITION CORP | 37,900 | $12,128 | 0.0% | NEW |
| 98 | SAAQWSPACE ASSET ACQUISITION CORP | 16,666 | $11,666 | 0.0% | NEW |
| 99 | AEAQWACTIVATE ENERGY ACQUISIT COR | 35,000 | $11,550 | 0.0% | NEW |
| 100 | ARCIWARCHIMEDES TECH SPAC PTNRS I | 18,750 | $10,031 | 0.0% | NEW |
| 101 | IRHORIRON HORSE ACQUISIT II CORP | 64,200 | $9,123 | 0.0% | NEW |
| 102 | SCPQWSOCIAL COMM PARTNERS CORP | 29,998 | $8,099 | 0.0% | NEW |
| 103 | MUZEWMUZERO ACQUISITION CORP | 35,000 | $8,050 | 0.0% | NEW |
| 104 | LPCVWLAUNCHPAD CADENZA ACQU CORP | 33,333 | $7,667 | 0.0% | NEW |
| 105 | BFRGWBullfrog AI Holdings Inc | 25,000 | $7,423 | 0.0% | HOLD |
| 106 | TPETTRIO PETROLEUM CORP | 6,460 | $4,457 | 0.0% | HOLD |
| 107 | LFACWLEAPFROG ACQUISITION CORP | 15,000 | $4,350 | 0.0% | NEW |
| 108 | NWAX.WSNew America Acquisition I Corp | 7,500 | $3,750 | 0.0% | NEW |
| 109 | FGIIWFG IMPERII ACQUISITION CORP | 12,500 | $2,500 | 0.0% | NEW |
| 110 | LBGJLI BANG INTL CORP INC | 2,000 | $2,060 | 0.0% | NEW |
| 111 | HSDTSOLANA CO | 203 | $351 | 0.0% | HOLD |
| 112 | BJDXBLUEJAY DIAGNOSTICS INC | 120 | $220 | 0.0% | NEW |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ALFCENTURION ACQUISITION CORP | — | — | — | — | 675K | 575K | $6M |
| GPATGP-ACT III ACQUISITION CORP | — | — | — | — | 568K | 568K | $6M |
| MACIMELAR ACQUISITION CORP. I | — | — | — | — | 335K | 335K | $4M |
| BLRKBLUEROCK ACQUISITION CORP | — | — | — | — | — | 350K | $3M |
| GRAFGRAF GLOBAL CORP | — | — | — | — | 300K | 300K | $3M |
| ALOVALDABRA 4 LQDTY OPP VEH INC | — | — | — | — | — | 300K | $3M |
| NMPNMP ACQUISITION CORP | — | — | — | — | 286K | 286K | $3M |
| CUBLIONHEART HOLDINGS | — | — | — | — | 270K | 270K | $3M |
| SVCCSTELLAR V CAP CORP | — | — | — | — | 275K | 275K | $3M |
| BHAVUBHAV ACQUISITION CORP | — | — | — | — | — | 275K | $3M |
| KFIIK&F GROWTH ACQUISITION CORP | — | — | — | — | 250K | 250K | $3M |
| TRAD/UAPEX TECH ACQUISITION INC | — | — | — | — | — | 250K | $3M |
| IACOUIDEA ACQUISITION CORP | — | — | — | — | — | 250K | $2M |
| DBCAD BORAL ACQUISITION I CORP | — | — | — | — | — | 250K | $2M |
| FVNFUTURE VISION II ACQUISITION | — | — | — | — | 225K | 225K | $2M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.
