Institutional Investors

Institution Portfolio value Positions Avg position As of
Copperwood Asset Management LP $46,654,836 1 $46,654,836 June 30, 2026
Range Rock Capital, LLC $46,696,690 25 $1,867,868 March 31, 2026 Previous quarter
PROSPECTOR PARTNERS LLC $46,700,884 16 $2,918,805 Dec. 31, 2025 Stale
Constellation Investimentos e Participacoes Ltda $46,702,691 7 $6,671,813 Sept. 30, 2025 Stale
Total Wealth Planning, LLC $46,734,048 39 $1,198,309 Dec. 31, 2025 Stale
New Paradigm Capital Management, LLC $46,790,777 22 $2,126,854 June 30, 2026
FINANCIAL DISCOVERY GROUP INC $46,900,435 21 $2,233,354 June 30, 2026
Inflection Point Investments LLP $46,947,845 9 $5,216,427 Sept. 30, 2025 Stale
M28 Capital Management LP $47,155,240 9 $5,239,471 June 30, 2026
One68 Global Capital, LLC $47,234,628 55 $858,811 June 30, 2026
Inflection Point Holdings II LLC $47,312,500 1 $47,312,500 March 31, 2026 Previous quarter
JAT Capital Mgmt LP $47,406,712 16 $2,962,920 June 30, 2026
BTS Asset Management, Inc. $47,439,123 31 $1,530,294 June 30, 2026
Altium Capital Management LLC $47,469,013 19 $2,498,369 June 30, 2026
Versor Investments LP $47,529,385 27 $1,760,348 June 30, 2026
Yorktown Energy Partners X, L.P. $47,583,355 3 $15,861,118 June 30, 2026
Value Star Asset Management (Hong Kong) Ltd $47,735,920 10 $4,773,592 Sept. 30, 2025 Stale
NOVUS ADVISORS, LLC $47,968,026 49 $978,939 June 30, 2026
Olympiad Research LP $48,050,194 138 $348,190 June 30, 2026
SIP GLOBAL OPPORTUNITY MANAGER LLC $48,525,532 1 $48,525,532 June 30, 2026
Index Venture Associates III Ltd $48,789,681 1 $48,789,681 June 30, 2026
JONES ROAD CAPITAL MANAGEMENT, L.P. $49,014,034 25 $1,960,561 June 30, 2026
Nekton Capital Ltd. $49,373,952 18 $2,742,997 Sept. 30, 2025 Stale
Ebor Charitable Trust $49,423,284 4 $12,355,821 Sept. 30, 2025 Stale
Lattice Capital Management, LLC $49,456,262 11 $4,496,024 June 30, 2026
Goodwin Investment Advisory $49,656,155 28 $1,773,434 June 30, 2026
Ridgemont Partners Management, LLC $49,675,064 1 $49,675,064 Sept. 30, 2025 Stale
Glaxis Capital Management, LLC $49,779,246 41 $1,214,128 June 30, 2026
First Trust Bank, Ltd. $49,831,213 8 $6,228,902 June 30, 2026
72 Investment Holdings, LLC $49,960,187 5 $9,992,037 June 30, 2026
EnerVest, Ltd. $50,112,750 1 $50,112,750 Sept. 30, 2025 Stale
Greencape Capital Pty Ltd $50,206,478 1 $50,206,478 March 31, 2026 Previous quarter
Hein Park Capital Management LP $50,235,896 2 $25,117,948 June 30, 2026
Hudson Executive Capital LP $50,937,120 1 $50,937,120 June 30, 2026
MEDICI CAPITAL LLC $51,012,766 6 $8,502,128 June 30, 2026
Spark Investment Management LLC $51,238,694 72 $711,649 June 30, 2026
NOTABLE CAPITAL MANAGEMENT, L.L.C. $51,553,528 9 $5,728,170 June 30, 2026
CMC Financial Group $51,605,111 45 $1,146,780 June 30, 2026
Janney Montgomery Scott LLC $51,645,914 3,105 $16,633 June 30, 2026
RIVERPARK CAPITAL MANAGEMENT LLC $51,723,145 36 $1,436,754 Dec. 31, 2025 Stale
Abdiel Capital Advisors, LP $51,803,813 5 $10,360,763 June 30, 2026
Teza Capital Management LLC $51,820,483 119 $435,466 June 30, 2026
AmeriServ Wealth Advisors $52,420,302 54 $970,746 June 30, 2026
SymBiosis Capital Partners, LLC $52,769,920 6 $8,794,987 March 31, 2026 Previous quarter
Prentice Capital Management, LP $52,853,697 17 $3,109,041 June 30, 2026
Yorktown Energy Partners VIII, L.P. $52,874,080 2 $26,437,040 March 31, 2025 Stale
Evolutionary Tree Capital Management, LLC $53,016,527 29 $1,828,156 June 30, 2026
Skorpios Trust $53,189,191 2 $26,594,596 Sept. 30, 2025 Stale
Crestline Management, L.P. $53,476,000 3 $17,825,333 June 30, 2026
OV Management LLC $53,546,970 31 $1,727,322 June 30, 2026
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