GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NIO | 8.00M | $40.80M |
 | XPEV | 7.50M | $152.10M |
 | NVTS | 2.22M | $15.87M |
 | NNE | 1.59M | $38.22M |
 | ULS | 1.40M | $110.35M |
 | KGS | 1.20M | $44.88M |
 | SOFI | 1.12M | $29.21M |
 | XLO | 1.11M | $712.68K |
 | SYM | 1.06M | $63.03M |
 | ROL | 1.00M | $60.02M |
 | TACH | 1.00M | $10.26M |
 | NPAC | 1.00M | $10.26M |
 | NTWO | 950K | $9.94M |
 | MDLN | 900K | $37.80M |
 | ALDF | 900K | $9.46M |
 | CAI | 845K | $22.81M |
 | ATII | 800K | $8.29M |
 | ANSC | 600K | $6.70M |
 | ALH | 600K | $12.21M |
 | NBIS | 575K | $48.13M |
NIO Inc.
NIO
Shares Held
8.00M
Value
$40.80M
XPeng Inc.
XPEV
Shares Held
7.50M
Value
$152.10M
Navitas Semiconductor Corporation
NVTS
Shares Held
2.22M
Value
$15.87M
Nano Nuclear Energy Inc
NNE
Shares Held
1.59M
Value
$38.22M
UL Solutions Inc.
ULS
Shares Held
1.40M
Value
$110.35M
Kodiak Gas Services, Inc.
KGS
Shares Held
1.20M
Value
$44.88M
SoFi Technologies, Inc.
SOFI
Shares Held
1.12M
Value
$29.21M
Xilio Therapeutics, Inc.
XLO
Shares Held
1.11M
Value
$712.68K
Symbotic Inc.
SYM
Shares Held
1.06M
Value
$63.03M
Rollins, Inc.
ROL
Shares Held
1.00M
Value
$60.02M
Titan Acquisition Corp.
TACH
Shares Held
1.00M
Value
$10.26M
New Providence Acquisition Corp. III
NPAC
Shares Held
1.00M
Value
$10.26M
Newbury Street II Acquisition Corp
NTWO
Shares Held
950K
Value
$9.94M
Medline Inc.
MDLN
Shares Held
900K
Value
$37.80M
Aldel Financial II Inc.
ALDF
Shares Held
900K
Value
$9.46M
Caris Life Sciences, Inc.
CAI
Shares Held
845K
Value
$22.81M
Archimedes Tech SPAC Partners II Co. Ordinary Shares
ATII
Shares Held
800K
Value
$8.29M
Agriculture & Natural Solutions Acquisition Corporation Class A Ordinary Shares
ANSC
Shares Held
600K
Value
$6.70M
Alliance Laundry Holdings Inc.
ALH
Shares Held
600K
Value
$12.21M
Nebius Group N.V.
NBIS
Shares Held
575K
Value
$48.13M