Stock Taper

GHISALLO CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aurora Innovation, Inc.AUR11.91M$81.2M
XPeng Inc.XPEV7.5M$99.3M
Hertz Global Holdings, Inc.HTZ5.74M$13.01M
Space Exploration Technologies Corp.SPCX5.68M$970.17M
Super Micro Computer, Inc.SMCI4.37M$128.03M
NIO Inc.NIO3.5M$17.71M
Medline Inc.MDLN3M$118.32M
Allogene Therapeutics, Inc.ALLO3M$6.24M
Pony AI Inc. American Depositary SharesPONY1.5M$10.43M
Intellia Therapeutics, Inc.NTLA1.2M$20.3M
Digital Realty Trust, Inc.DLR1.2M$215.15M
Forgent Power Solutions, Inc.FPS1.18M$65.64M
Mineralys Therapeutics, Inc.MLYS1.13M$30.35M
INNIO N.V. Ordinary SharesINIO1M$39.55M
Legend Biotech CorporationLEGN1M$28.88M
QXO, Inc.QXO1M$17.28M
Aveanna Healthcare Holdings Inc.AVAH900K$7.33M
Madison Air Solutions CorporationMAIR800K$31.2M
GDS Holdings LimitedGDS750K$22.52M
Altimmune, Inc.ALT750K$2.28M