Stock Taper 
GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MeiraGTx Holdings plc | MGTX | 200K | $2.7M |
 GMR Solutions Inc. | GMRS | 200K | $3.09M |
 Viper Energy, Inc. | VNOM | 200K | $8.48M |
 Velo3D, Inc. | VELO | 200K | $3.51M |
 Karman Holdings Inc. | KRMN | 200K | $9.98M |
 Entergy Corporation | ETR | 200K | $22.97M |
 Quantinuum Inc. Class A Common Stock | QNT | 200K | $16.35M |
 Kodiak Gas Services, Inc. | KGS | 200K | $15.03M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 200K | $9.97M |
 Elmet Group Co. | ELMT | 200K | $3.95M |
 Applied Aerospace & Defense, Inc. | AADX | 225K | $5.13M |
 Galaxy Digital | GLXY | 250K | $6.83M |
 Lincoln International Inc. | LCLN | 250K | $5.97M |
 Diamondback Energy, Inc. | FANG | 250K | $43.95M |
 UL Solutions Inc. | ULS | 250K | $25.46M |
 Cerebras Systems Inc. | CBRS | 270K | $59.67M |
 Rollins, Inc. | ROL | 300K | $12.52M |
 Idea Acquisition Corp. Class A Ordinary Shares | IACO | 300K | $2.97M |
 Summit Therapeutics Inc. | SMMT | 350K | $5.1M |
 EquipmentShare.com Inc. | EQPT | 350K | $6.88M |