Ghisallo Capital Management LLC
Net buyer this quarter
$5.1B
290
+$211M
40.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $970M | 19.03% | Not reported | New | Q2 2026 |
 DLR | $215M | 4.22% | 0.32% | Not reported | Q3 2021 |
 GOOGL | $143M | 2.80% | 0.00% | New | Q2 2026 |
| GOOG | $141M | 2.77% | Not reported | New | Q2 2026 |
 SMCI | $128M | 2.51% | 0.66% | New | Q2 2026 |
 MDLN | $118M | 2.32% | Not reported | -34.0% | Q4 2025 |
 NBIS | $110M | 2.17% | 0.16% | -30.4% | Q3 2025 |
 XPEV | $99.3M | 1.95% | Not reported | Not reported | Q1 2021 |
 AUR | $81.2M | 1.59% | 0.60% | Not reported | Q2 2021 |
 AEP | $68.4M | 1.34% | 0.09% | Not reported | Q1 2025 |
 FPS | $65.6M | 1.29% | Not reported | -36.5% | Q1 2026 |
 DLTR | $60.5M | 1.19% | 0.26% | New | Q2 2026 |
 CBRS | $59.7M | 1.17% | Not reported | New | Q2 2026 |
 JCI | $58.4M | 1.15% | 0.07% | -27.3% | Q1 2026 |
| GOOGN | $57.6M | 1.13% | Not reported | New | Q2 2026 |
 ORCL | $51.3M | 1.01% | 0.01% | -23.4% | Q1 2026 |
| SMCIP | $46M | 0.90% | Not reported | New | Q2 2026 |
 BIDU | $45.7M | 0.90% | Not reported | Not reported | Q1 2021 |
 FANG | $43.9M | 0.86% | 0.09% | +150.0% | Q3 2024 |
 LGN | $42.6M | 0.84% | Not reported | Not reported | Q3 2025 |
 VSH | $40.3M | 0.79% | 0.57% | New | Q2 2026 |
 INIO | $39.6M | 0.78% | 0.13% | New | Q2 2026 |
 TT | $36.8M | 0.72% | 0.03% | -57.1% | Q1 2026 |
 JAN | $31.6M | 0.62% | Not reported | +46.7% | Q1 2026 |
 MAIR | $31.2M | 0.61% | 80000.00% | New | Q2 2026 |
 MLYS | $30.4M | 0.60% | 1.27% | Not reported | Q1 2023 |
 LEGN | $28.9M | 0.57% | 0.27% | Not reported | Q4 2021 |
 ULS | $25.5M | 0.50% | 0.12% | -50.0% | Q2 2024 |
| GOOGM | $25.2M | 0.50% | Not reported | New | Q2 2026 |
 ARXS | $23.1M | 0.45% | Not reported | New | Q2 2026 |
 ETR | $23M | 0.45% | 0.04% | New | Q2 2026 |
 GDS | $22.5M | 0.44% | 0.08% | Not reported | Q2 2025 |
 AHR | $20.9M | 0.41% | 0.21% | +166.7% | Q1 2024 |
 NTLA | $20.3M | 0.40% | 0.86% | Not reported | Q2 2021 |
 AS | $20.3M | 0.40% | 0.11% | -50.0% | Q1 2024 |
 MIAX | $18.6M | 0.36% | 0.51% | -50.0% | Q3 2025 |
 SARO | $17.9M | 0.35% | 0.18% | -50.0% | Q4 2024 |
 NIO | $17.7M | 0.35% | 0.14% | -12.5% | Q3 2025 |
 GEV | $17.6M | 0.35% | 0.01% | -62.5% | Q1 2026 |
 QXO | $17.3M | 0.34% | 0.14% | Not reported | Q2 2025 |
 SXT | $17.3M | 0.34% | 0.33% | New | Q2 2026 |
 MWH | $17M | 0.33% | Not reported | +150.0% | Q1 2026 |
 MAC | $17M | 0.33% | 0.24% | New | Q2 2026 |
 QNT | $16.3M | 0.32% | Not reported | New | Q2 2026 |
 ALH | $15.9M | 0.31% | 0.30% | Not reported | Q4 2025 |
 CDNL | $15.8M | 0.31% | Not reported | +67.3% | Q4 2025 |
 DOCN | $15.7M | 0.31% | 0.10% | -73.7% | Q1 2021 |
 KGS | $15M | 0.29% | 0.20% | -60.0% | Q2 2023 |
 DPC | $14.7M | 0.29% | 0.20% | New | Q2 2026 |
 FLY | $14.7M | 0.29% | 0.30% | +212.5% | Q3 2025 |
| Q1 2026 | |||||
| MDLN | $202M | 5.57% | Not reported | +405.2% | Q4 2025 |
| XPEV | $128M | 3.53% | Not reported | Not reported | Q1 2021 |
 TSLA | $102M | 2.82% | 0.01% | New | Q1 2026 |
 NVDA | $95.9M | 2.64% | 0.00% | Not reported | Q2 2023 |
 MSFT | $92.5M | 2.55% | 0.00% | New | Q1 2026 |
 GFS | $80.1M | 2.21% | 0.32% | Not reported | Q4 2021 |
| TT | $72.9M | 2.01% | 0.08% | New | Q1 2026 |
| JCI | $72M | 1.98% | 0.09% | New | Q1 2026 |
| ORCL | $67.2M | 1.85% | 0.02% | New | Q1 2026 |
| JTGLF | $65.5M | 1.80% | Not reported | New | Q1 2026 |
| NBIS | $59.7M | 1.64% | 0.23% | Not reported | Q3 2025 |
| FPS | $54.1M | 1.49% | Not reported | New | Q1 2026 |
| ULS | $42.9M | 1.18% | 0.25% | -64.3% | Q2 2024 |
 KTOS | $42.3M | 1.17% | 0.32% | +200.0% | Q1 2024 |
 ROL | $40.1M | 1.10% | 0.16% | -25.0% | Q3 2023 |
| AS | $39.5M | 1.09% | 0.22% | +380.0% | Q1 2024 |
| MIAX | $38.9M | 1.07% | 1.06% | +79.4% | Q3 2025 |
| GEV | $34.9M | 0.96% | 0.01% | New | Q1 2026 |
| HNSPF | $33.2M | 0.91% | Not reported | New | Q1 2026 |
| DOCN | $32.6M | 0.90% | 0.36% | Not reported | Q1 2021 |
| SARO | $31M | 0.85% | 0.36% | +500.0% | Q4 2024 |
| GDS | $30.2M | 0.83% | 0.08% | Not reported | Q2 2025 |
| KGS | $29.2M | 0.80% | 0.58% | -58.3% | Q2 2023 |
 LXU | $28.3M | 0.78% | 2.64% | New | Q1 2026 |
| LGN | $28.2M | 0.78% | Not reported | Not reported | Q3 2025 |
 VSEC | $27.7M | 0.76% | 0.53% | +328.6% | Q3 2023 |
 LAR | $26.2M | 0.72% | 2.41% | New | Q1 2026 |
 ZM | $26.1M | 0.72% | Not reported | Not reported | Q1 2021 |
 JOBY | $25.9M | 0.71% | 0.32% | +943.2% | Q4 2025 |
 LTM | $24.7M | 0.68% | 0.00% | Not reported | Q3 2024 |
 HEI | $24.7M | 0.68% | 0.16% | New | Q1 2026 |
| NIO | $24.1M | 0.66% | 0.16% | -50.0% | Q3 2025 |
 IONQ | $21.6M | 0.60% | 0.20% | New | Q1 2026 |
 RDDT | $20.2M | 0.56% | Not reported | Not reported | Q1 2024 |
| FANG | $19.8M | 0.54% | 0.04% | Not reported | Q3 2024 |
| QXO | $19.4M | 0.53% | 0.14% | +400.0% | Q2 2025 |
| VNOM | $18.8M | 0.52% | Not reported | +300.0% | Q4 2023 |
 BKV | $18.5M | 0.51% | 0.59% | +116.7% | Q3 2024 |
 KRMN | $18M | 0.50% | 0.17% | Not reported | Q1 2025 |
| JAN | $17.7M | 0.49% | Not reported | New | Q1 2026 |
 VIPS | $15.7M | 0.43% | 0.09% | New | Q1 2026 |
 IPFXU | $15.2M | 0.42% | Not reported | New | Q1 2026 |
 NSC | $14.9M | 0.41% | 0.02% | New | Q1 2026 |
 FTW | $13.9M | 0.38% | Not reported | +26.4% | Q4 2024 |
 SYM | $13.3M | 0.37% | 0.04% | -76.4% | Q1 2024 |
 TTAN | $12.7M | 0.35% | 0.57% | Not reported | Q4 2024 |
| ALH | $12.4M | 0.34% | 0.30% | Not reported | Q4 2025 |
 BE | $12.2M | 0.34% | 0.03% | Not reported | Q3 2022 |
 HSAI | $11.5M | 0.32% | 0.38% | Not reported | Q1 2023 |
 LOAR | $11.5M | 0.32% | 0.21% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| XPEV | $152M | 6.79% | Not reported | +1400.0% | Q1 2021 |
| ULS | $110M | 4.93% | 0.70% | +1299.3% | Q2 2024 |
 ITT | $78.1M | 3.49% | 0.58% | New | Q4 2025 |
| SYM | $63M | 2.81% | 0.18% | Not reported | Q1 2024 |
| ROL | $60M | 2.68% | 0.21% | Not reported | Q3 2023 |
| NBIS | $48.1M | 2.15% | 0.23% | -64.2% | Q3 2025 |
| KGS | $44.9M | 2.00% | 1.40% | +380.0% | Q2 2023 |
| NIO | $40.8M | 1.82% | 0.32% | -33.3% | Q3 2025 |
 NNE | $38.2M | 1.71% | 3.15% | New | Q4 2025 |
| MDLN | $37.8M | 1.69% | Not reported | New | Q4 2025 |
 SOFI | $29.2M | 1.30% | 0.09% | New | Q4 2025 |
| MIAX | $24.7M | 1.10% | 0.65% | +102.7% | Q3 2025 |
 CAI | $22.8M | 1.02% | 0.30% | -19.4% | Q2 2025 |
| LGN | $21.5M | 0.96% | Not reported | +233.3% | Q3 2025 |
| TTAN | $21.3M | 0.95% | 0.57% | -41.4% | Q4 2024 |
 MMYT | $20.5M | 0.92% | Not reported | -25.0% | Q2 2025 |
 STC | $19.7M | 0.88% | 0.93% | New | Q4 2025 |
| KRMN | $16.5M | 0.74% | 0.17% | Not reported | Q1 2025 |
 NVTS | $15.9M | 0.71% | 1.21% | Not reported | Q2 2023 |
| KTOS | $15.2M | 0.68% | 0.12% | Not reported | Q1 2024 |
| FANG | $15M | 0.67% | 0.04% | Not reported | Q3 2024 |
 BABA | $14.7M | 0.65% | 0.00% | Not reported | Q1 2023 |
| LOAR | $13.6M | 0.61% | 0.21% | -73.3% | Q2 2024 |
 TE | $13M | 0.58% | 0.73% | New | Q4 2025 |
 OGE | $12.8M | 0.57% | 0.15% | New | Q4 2025 |
| ALH | $12.2M | 0.55% | 0.30% | New | Q4 2025 |
 WAY | $11.5M | 0.51% | 0.18% | -30.0% | Q2 2024 |
 ALM | $11.5M | 0.51% | 0.49% | New | Q4 2025 |
 GLXY | $11.2M | 0.50% | 500000.00% | Not reported | Q2 2025 |
| FTW | $10.5M | 0.47% | Not reported | Not reported | Q4 2024 |
 KRSP | $10.3M | 0.46% | Not reported | New | Q4 2025 |
 NPAC | $10.3M | 0.46% | Not reported | Not reported | Q2 2025 |
 TACH | $10.3M | 0.46% | Not reported | Not reported | Q2 2025 |
 CTRI | $10.1M | 0.45% | 0.40% | Not reported | Q2 2024 |
| KBONU | $10.1M | 0.45% | Not reported | New | Q4 2025 |
| NTWO | $9.94M | 0.44% | Not reported | Not reported | Q1 2025 |
 ALDF | $9.46M | 0.42% | 3.01% | Not reported | Q4 2024 |
| AS | $9.34M | 0.42% | 0.04% | -50.0% | Q1 2024 |
 FWDI | $8.93M | 0.40% | 1.59% | Not reported | Q3 2025 |
 MDU | $8.81M | 0.39% | 0.22% | New | Q4 2025 |
| ATII | $8.29M | 0.37% | 12.14% | Not reported | Q2 2025 |
 FIGR | $8.17M | 0.36% | Not reported | Not reported | Q3 2025 |
| BKV | $8.15M | 0.36% | 0.31% | +200.0% | Q3 2024 |
 SLDE | $7.79M | 0.35% | 0.32% | Not reported | Q2 2025 |
 FIG | $7.47M | 0.33% | Not reported | Not reported | Q3 2025 |
 DMII | $7.43M | 0.33% | 5.47% | New | Q4 2025 |
 NIQ | $7.42M | 0.33% | 0.15% | -30.8% | Q3 2025 |
 OKLO | $7.18M | 0.32% | 0.06% | -60.0% | Q3 2021 |
 CRWV | $7.16M | 0.32% | Not reported | +100.0% | Q3 2025 |
| AHR | $7.06M | 0.32% | 0.08% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| NBIS | $180M | 5.89% | 0.68% | New | Q3 2025 |
 FOX | $143M | 4.68% | Not reported | New | Q3 2025 |
| NIO | $91.4M | 2.99% | 0.53% | New | Q3 2025 |
 QUBT | $74.2M | 2.43% | 2.16% | New | Q3 2025 |
 AVAV | $63M | 2.06% | 0.40% | New | Q3 2025 |
| LOAR | $60M | 1.96% | 0.80% | -36.2% | Q2 2024 |
 RIG | $57.7M | 1.89% | 1.68% | New | Q3 2025 |
 PONY | $53.1M | 1.74% | 0.67% | Not reported | Q4 2024 |
 ESLT | $51M | 1.67% | 0.22% | Not reported | Q2 2025 |
 BEKE | $47.5M | 1.55% | Not reported | New | Q3 2025 |
| LTM | $38M | 1.24% | 0.00% | +1020.3% | Q3 2024 |
| TTAN | $34.4M | 1.13% | 0.96% | Not reported | Q4 2024 |
 SNDK | $33.7M | 1.10% | 0.21% | -66.9% | Q2 2025 |
 INTC | $33.6M | 1.10% | 0.02% | Not reported | Q2 2023 |
| CAI | $31.7M | 1.04% | 0.37% | Not reported | Q2 2025 |
| MMYT | $31.2M | 1.02% | Not reported | -55.6% | Q2 2025 |
| OKLO | $27.9M | 0.91% | 0.16% | -61.5% | Q3 2021 |
| FWDI | $25M | 0.82% | 1.57% | New | Q3 2025 |
 BRO | $23.4M | 0.77% | 0.07% | -88.1% | Q4 2023 |
 NDAQ | $22.1M | 0.72% | 0.04% | -75.0% | Q1 2024 |
| SARO | $20.5M | 0.67% | 0.22% | -65.3% | Q4 2024 |
 CNP | $19.4M | 0.63% | 0.08% | -50.0% | Q2 2025 |
| WAY | $19M | 0.62% | 0.29% | -28.6% | Q2 2024 |
| KTOS | $18.3M | 0.60% | 0.12% | -66.7% | Q1 2024 |
 MIR | $18M | 0.59% | 4.13% | New | Q3 2025 |
| BABA | $17.9M | 0.58% | 0.00% | Not reported | Q1 2023 |
| AS | $17.4M | 0.57% | 0.09% | -50.0% | Q1 2024 |
| GLXY | $16.9M | 0.55% | 500000.00% | -71.4% | Q2 2025 |
 LPLA | $16.6M | 0.54% | 0.06% | -71.2% | Q2 2025 |
| KRMN | $16.2M | 0.53% | 0.17% | Not reported | Q1 2025 |
 ASST | $15M | 0.49% | 3312.68% | New | Q3 2025 |
| FANG | $14.3M | 0.47% | 0.03% | Not reported | Q3 2024 |
 MBLY | $14.1M | 0.46% | 0.46% | Not reported | Q4 2022 |
| HSAI | $14.1M | 0.46% | Not reported | Not reported | Q1 2023 |
 AWK | $13.9M | 0.46% | 0.05% | New | Q3 2025 |
 BNTX | $12.3M | 0.40% | 0.05% | New | Q3 2025 |
| XPEV | $11.7M | 0.38% | Not reported | Not reported | Q1 2021 |
 SMA | $11.3M | 0.37% | 0.97% | Not reported | Q2 2025 |
| MIAX | $11.1M | 0.36% | 0.34% | New | Q3 2025 |
| FTW | $10.4M | 0.34% | Not reported | Not reported | Q4 2024 |
| FIG | $10.4M | 0.34% | Not reported | New | Q3 2025 |
| NIQ | $10.2M | 0.33% | 0.22% | New | Q3 2025 |
| NPAC | $10.2M | 0.33% | Not reported | Not reported | Q2 2025 |
 LI | $10.1M | 0.33% | 0.02% | Not reported | Q4 2021 |
| TACH | $10.1M | 0.33% | Not reported | Not reported | Q2 2025 |
 METC | $9.96M | 0.33% | 0.68% | New | Q3 2025 |
 SAIL | $9.94M | 0.33% | 0.08% | Not reported | Q1 2025 |
| NTWO | $9.84M | 0.32% | Not reported | Not reported | Q1 2025 |
| VNOM | $9.56M | 0.31% | Not reported | Not reported | Q4 2023 |
| ALDF | $9.41M | 0.31% | 3.01% | Not reported | Q4 2024 |