Ghisallo Capital Management
$4.2B 13F equity value
390 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ghisallo Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 5,678,145 | $970M | 22.9% |
| DLR | DIGITAL RLTY TR INC | 1,198,100 | $215M | 5.1% |
| GOOGL | ALPHABET INC | 400,000 | $143M | 3.4% |
| GOOG | ALPHABET INC | 400,000 | $141M | 3.3% |
| SMCI | SUPER MICRO COMPUTER INC | 4,365,060 | $128M | 3.0% |
| MDLN | MEDLINE INC | 3,000,000 | $118M | 2.8% |
| NBIS | NEBIUS GROUP N.V. | 400,000 | $110M | 2.6% |
| XPEV | XPENG INC | 7,500,000 | $99M | 2.3% |
| AUR | AURORA INNOVATION INC | 11,906,578 | $81M | 1.9% |
| AEP | AMERICAN ELEC PWR CO INC | 500,000 | $68M | 1.6% |
Track Ghisallo Capital Management's 13F portfolio: $4.2B in reported holdings, 390 positions. Top holdings and quarterly changes on SentiSense.
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