Stock Taper

GHISALLO CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
EyePoint Pharmaceuticals, Inc.EYPT350K$5M
Oracle CorporationORCL350K$51.29M
Ingram Micro Holding CorporationINGM375K$10.29M
Pattern Group Inc. Series A Common StockPTRN380K$9.57M
Aevex Corp.AVEX389.47K$8.14M
Johnson Controls International plcJCI400K$58.44M
ERock, Inc.EROC400K$5.8M
Alphabet Inc.GOOG400K$141.33M
National Healthcare Properties, Inc. (NHP)NHP400K$5.86M
Nebius Group N.V.NBIS400K$110.47M
Alphabet Inc.GOOGL400K$142.95M
X-Energy, Inc. Class A Common StockXE400K$7.34M
American Healthcare REIT, Inc.AHR400K$20.86M
Baidu, Inc.BIDU400K$45.72M
Miami International Holdings, Inc.MIAX500K$18.58M
Legence Corp. Class A Common stockLGN500K$42.62M
Fervo Energy CompanyFRVO500K$14.62M
Arxis, Inc. Class A Common StockARXS500K$23.07M
TeraWulf Inc.WULF500K$12.35M
Humacyte, Inc.HUMA500K$390.2K