Stock Taper 
GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Healthcare REIT, Inc. | AHR | 400K | $20.86M |
 ERock, Inc. | EROC | 400K | $5.8M |
 Baidu, Inc. | BIDU | 400K | $45.72M |
 National Healthcare Properties, Inc. (NHP) | NHP | 400K | $5.86M |
 Aevex Corp. | AVEX | 389.47K | $8.14M |
 Pattern Group Inc. Series A Common Stock | PTRN | 380K | $9.57M |
 Ingram Micro Holding Corporation | INGM | 375K | $10.29M |
 Summit Therapeutics Inc. | SMMT | 350K | $5.1M |
 EyePoint Pharmaceuticals, Inc. | EYPT | 350K | $5M |
 EquipmentShare.com Inc. | EQPT | 350K | $6.88M |
 Oracle Corporation | ORCL | 350K | $51.29M |
 Rollins, Inc. | ROL | 300K | $12.52M |
 Idea Acquisition Corp. Class A Ordinary Shares | IACO | 300K | $2.97M |
 Cerebras Systems Inc. | CBRS | 270K | $59.67M |
 Galaxy Digital | GLXY | 250K | $6.83M |
 Diamondback Energy, Inc. | FANG | 250K | $43.95M |
 UL Solutions Inc. | ULS | 250K | $25.46M |
 Lincoln International Inc. | LCLN | 250K | $5.97M |
 Applied Aerospace & Defense, Inc. | AADX | 225K | $5.13M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 200K | $9.97M |