GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KGS | 250K | $9.24M |
 | MH | 250K | $3.14M |
 | NDAQ | 250K | $22.11M |
 | NTSK | 250K | $5.68M |
 | OKLO | 250K | $27.91M |
 | PRMB | 250K | $5.53M |
 | SVV | 250K | $3.31M |
 | TBBB | 250K | $6.74M |
 | VNOM | 250K | $9.55M |
 | TTAM | 240K | $3.59M |
 | KRMN | 225K | $16.25M |
 | SFNC | 225K | $4.31M |
 | CHYM | 225K | $4.54M |
 | LINE | 200K | $7.73M |
 | KTOS | 200K | $18.27M |
 | BIRK | 200K | $9.05M |
 | BLUW | 200K | $1.99M |
 | AVAV | 200K | $62.98M |
 | FIGR | 200K | $7.27M |
 | GDS | 200K | $7.74M |
Kodiak Gas Services, Inc.
KGS
Shares Held
250K
Value
$9.24M
McGraw Hill, Inc.
MH
Shares Held
250K
Value
$3.14M
Nasdaq, Inc.
NDAQ
Shares Held
250K
Value
$22.11M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
250K
Value
$5.68M
Oklo Inc.
OKLO
Shares Held
250K
Value
$27.91M
Primo Brands Corporation
PRMB
Shares Held
250K
Value
$5.53M
Savers Value Village, Inc.
SVV
Shares Held
250K
Value
$3.31M
BBB Foods Inc.
TBBB
Shares Held
250K
Value
$6.74M
Viper Energy, Inc.
VNOM
Shares Held
250K
Value
$9.55M
Titan America S.A.
TTAM
Shares Held
240K
Value
$3.59M
Karman Holdings Inc.
KRMN
Shares Held
225K
Value
$16.25M
Simmons First National Corporation
SFNC
Shares Held
225K
Value
$4.31M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
225K
Value
$4.54M
Lineage, Inc.
LINE
Shares Held
200K
Value
$7.73M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
200K
Value
$18.27M
Birkenstock Holding plc
BIRK
Shares Held
200K
Value
$9.05M
Blue Water Acquisition Corp III
BLUW
Shares Held
200K
Value
$1.99M
AeroVironment, Inc.
AVAV
Shares Held
200K
Value
$62.98M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
200K
Value
$7.27M
GDS Holdings Limited
GDS
Shares Held
200K
Value
$7.74M