Stock Taper

GHISALLO CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Karman Holdings Inc.KRMN200K$9.98M
Kodiak Gas Services, Inc.KGS200K$15.03M
MeiraGTx Holdings plcMGTX200K$2.7M
Entergy CorporationETR200K$22.97M
MiniMed Group, Inc. Common StockMMED200K$2.99M
Elmet Group Co.ELMT200K$3.95M
Velo3D, Inc.VELO200K$3.51M
Viper Energy, Inc.VNOM200K$8.48M
GMR Solutions Inc.GMRS200K$3.09M
York Space Systems, Inc.YSS200K$4.92M
Quantinuum Inc. Class A Common StockQNT200K$16.35M
Cytokinetics, IncorporatedCYTK170K$14.48M
Cardinal Infrastructure Group Inc.CDNL167.3K$15.76M
Curbline Properties Corp.CURB162.07K$4.93M
Yesway, Inc.YSWY150K$3.04M
Wealthfront CorporationWLTH150K$1.34M
Alamar Biosciences, Inc.ALMR150K$4.06M
Kodiak Sciences Inc.KOD150K$5.84M
Tango Therapeutics, Inc.TNGX150K$4.69M
Ultragenyx Pharmaceutical Inc.RARE150K$5.01M