GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XPEV | 7.50M | $128.32M |
 | MDLN | 4.55M | $202.33M |
 | NIO | 4.00M | $24.12M |
 | LAR | 3.92M | $26.18M |
 | KOS | 3.67M | $10.22M |
 | JOBY | 3.13M | $25.85M |
 | RZLV | 2.00M | $5.12M |
 | LXU | 1.90M | $28.31M |
Forgent Power Solutions, Inc. | FPS | 1.85M | $54.15M |
 | GFS | 1.80M | $80.06M |
 | VNET | 1.25M | $10.49M |
 | SARO | 1.20M | $31.00M |
 | AS | 1.20M | $39.50M |
 | FWDI | 1.01M | $4.46M |
 | NPAC | 1.00M | $10.26M |
 | MIAX | 1.00M | $38.92M |
 | QXO | 1.00M | $19.42M |
 | TACH | 1.00M | $10.33M |
 | BCSS | 1.00M | $10.11M |
 | VIPS | 1000K | $15.72M |
XPeng Inc.
XPEV
Shares Held
7.50M
Value
$128.32M
Medline Inc.
MDLN
Shares Held
4.55M
Value
$202.33M
NIO Inc.
NIO
Shares Held
4.00M
Value
$24.12M
Lithium Argentina AG
LAR
Shares Held
3.92M
Value
$26.18M
Kosmos Energy Ltd.
KOS
Shares Held
3.67M
Value
$10.22M
Joby Aviation, Inc.
JOBY
Shares Held
3.13M
Value
$25.85M
Rezolve AI PLC
RZLV
Shares Held
2.00M
Value
$5.12M
LSB Industries, Inc.
LXU
Shares Held
1.90M
Value
$28.31M
Forgent Power Solutions, Inc.
FPS
Shares Held
1.85M
Value
$54.15M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
1.80M
Value
$80.06M
VNET Group, Inc.
VNET
Shares Held
1.25M
Value
$10.49M
StandardAero, Inc.
SARO
Shares Held
1.20M
Value
$31.00M
Amer Sports, Inc.
AS
Shares Held
1.20M
Value
$39.50M
Forward Industries, Inc.
FWDI
Shares Held
1.01M
Value
$4.46M
New Providence Acquisition Corp. III
NPAC
Shares Held
1.00M
Value
$10.26M
Miami International Holdings, Inc.
MIAX
Shares Held
1.00M
Value
$38.92M
QXO, Inc.
QXO
Shares Held
1.00M
Value
$19.42M
Titan Acquisition Corp.
TACH
Shares Held
1.00M
Value
$10.33M
Bain Capital GSS Investment Cor
BCSS
Shares Held
1.00M
Value
$10.11M
Vipshop Holdings Limited
VIPS
Shares Held
1000K
Value
$15.72M