GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SRAD | 100K | $2.69M |
 | ASIC | 100K | $1.98M |
 | TWFG | 100K | $2.74M |
 | ULS | 100K | $7.09M |
 | VG | 100K | $1.42M |
 | GRDN | 100K | $2.62M |
 | VIA | 100K | $4.81M |
 | OMDA | 90K | $1.99M |
 | HTFL | 75K | $2.52M |
 | KMTS | 75K | $1.78M |
 | HNGE | 75K | $3.68M |
 | SFD | 75K | $1.76M |
 | INR | 75K | $983.25K |
 | FLOC | 70K | $1.04M |
 | GEMI | 70K | $1.68M |
 | AII | 65K | $1.45M |
 | SDHC | 50K | $883.00K |
 | CRWV | 50K | $6.84M |
 | SPXC | 50K | $9.34M |
 | LPLA | 50K | $16.63M |
Sportradar Group AG
SRAD
Shares Held
100K
Value
$2.69M
Ategrity Specialty Holdings LLC
ASIC
Shares Held
100K
Value
$1.98M
TWFG, Inc. Common Stock
TWFG
Shares Held
100K
Value
$2.74M
UL Solutions Inc.
ULS
Shares Held
100K
Value
$7.09M
Venture Global, Inc.
VG
Shares Held
100K
Value
$1.42M
Guardian Pharmacy Services, Inc.
GRDN
Shares Held
100K
Value
$2.62M
Via Transportation, Inc.
VIA
Shares Held
100K
Value
$4.81M
Omada Health
OMDA
Shares Held
90K
Value
$1.99M
Heartflow, Inc. Common Stock
HTFL
Shares Held
75K
Value
$2.52M
KESTRA MEDICAL TECHNOLOGIES, LTD.
KMTS
Shares Held
75K
Value
$1.78M
Hinge Health, Inc.
HNGE
Shares Held
75K
Value
$3.68M
SMITHFIELD FOODS INC
SFD
Shares Held
75K
Value
$1.76M
Infinity Natural Resources, Inc.
INR
Shares Held
75K
Value
$983.25K
Flowco Holdings Inc.
FLOC
Shares Held
70K
Value
$1.04M
Gemini Space Station, Inc. Class A Common Stock
GEMI
Shares Held
70K
Value
$1.68M
American Integrity Insurance Group, Inc.
AII
Shares Held
65K
Value
$1.45M
Smith Douglas Homes Corp.
SDHC
Shares Held
50K
Value
$883.00K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
50K
Value
$6.84M
SPX Technologies, Inc.
SPXC
Shares Held
50K
Value
$9.34M
LPL Financial Holdings Inc.
LPLA
Shares Held
50K
Value
$16.63M