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Ghisallo Capital Management LLC

Q4 2025 · 13F-HR

Ghisallo Capital Management LLCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-000914

$2.24B
Reported value
206
Positions
2025-12-31
Period end
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The Brief · Ghisallo Capital Management LLC · Q4 2025

AI · grounded in 13F

Ghisallo Capital Management LLC closed its position in FOX for a reduction of $142.97M. The fund also exited positions in QUBT and AVAV, totaling $74.19M and $62.98M respectively. On the buy side, the fund established new positions in ITT for $78.08M and SYM for $63.03M. Additionally, the fund accumulated shares in XPEV and ULS, increasing share counts by 1400% and 1299.27% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98422D105XPEVXPENG INC$152.1M6.79%7,500,000CommonSOLE
YK0592740BABABABA 09/15/32 CVT PUT$140.6M6.28%136,500,000CommonSOLE
YK0477157CNPCFN 0 09/18/30CHPAC 09/18/30 CVT PUT$123.7M5.52%900,000,000CommonSOLE
903731107ULSUL SOLUTIONS INC$110.3M4.93%1,399,273CommonSOLE
YN1128530PINGRP 0 06/11/30PINGA 06/11/30 CVT PUT$84.5M3.77%521,000,000CommonSOLE
45073V108ITTITT INC$78.1M3.49%450,000CommonSOLE
36317GAC0GLXYLP 0.5 05/01/31GLXY 0.500 05/01/31 CVT$72.1M3.22%95,000,000CommonSOLE
87151X101SYMSYMBOTIC INC$63.0M2.81%1,059,400CommonSOLE
775711104ROLROLLINS INC$60.0M2.68%1,000,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$48.1M2.15%575,000CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$44.9M2.00%1,200,000CommonSOLE
62914V106NIONIO INC$40.8M1.82%8,000,000CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$38.2M1.71%1,592,000CommonSOLE
58507V107MDLNMEDLINE INC$37.8M1.69%900,000CommonSOLE
YM0158654BABABABA 07/09/32 CVT PUT$35.0M1.56%255,000,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$29.2M1.30%1,115,619CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$24.7M1.10%557,500CommonSOLE
YJ2912428WISTR 10/23/30 CVT PUT$24.5M1.09%25,000,000CommonSOLE
98978VAY9ZTSZTS 0.250 06/15/29 CVT$23.6M1.05%23,000,000CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$22.8M1.02%845,332CommonSOLE
52476L109LGNLEGENCE CORP$21.5M0.96%500,000CommonSOLE
81764X103TTANSERVICETITAN INC$21.3M0.95%200,000CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$20.5M0.92%250,000CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$19.7M0.88%280,000CommonSOLE
63954QAF3NBISNBIS 2.750 09/15/32 CVT$19.1M0.85%20,000,000CommonSOLE
09175RAE0BTDR 4.000 11/15/31 CVT PUT$18.1M0.81%20,000,000CommonSOLE
92892BAA1VOYGVOYG 0.750 11/15/30 CVT$17.2M0.77%16,500,000CommonSOLE
485924104KRMNKARMAN HLDGS INC$16.5M0.74%225,000CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$15.9M0.71%2,222,222CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$15.2M0.68%200,000CommonSOLE
18452BAD2CLSK 0 02/15/32CLSK 02/15/32 CVT$15.1M0.67%20,000,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$15.0M0.67%100,000CommonSOLE
162775AA8CHKPCHKP 12/15/30 CVT$14.9M0.67%15,000,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$14.7M0.65%100,000CommonSOLE
53947R105LOARLOAR HOLDINGS INC$13.6M0.61%200,000CommonSOLE
472145AH4JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$13.3M0.59%10,000,000CommonSOLE
35834F104TET1 ENERGY INC$13.0M0.58%1,952,194CommonSOLE
670837103OGEOGE ENERGY CORP$12.8M0.57%300,000CommonSOLE
01862Q107ALHALLIANCE LAUNDRY HLDGS INC$12.2M0.55%600,000CommonSOLE
30161NBT7EXCEXC 3.250 03/15/29 CVT$12.0M0.53%12,000,000CommonSOLE
946784105WAYWAYSTAR HLDG CORP$11.5M0.51%350,000CommonSOLE
020398707ALMALMONTY INDS INC$11.5M0.51%1,300,000CommonSOLE
YM0319504KAUMKG 1.75 07/10/30KCCOP 1.750 07/10/30 CVT PUT$11.4M0.51%10,000,000CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$11.2M0.50%500,000CommonSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR$10.5M0.47%1,000,000CommonSOLE
G7553X106KRSPRICE ACQUISITION CORP 3$10.3M0.46%1,000,000CommonSOLE
G8901A103TACHTITAN ACQUISITION CORP$10.3M0.46%1,000,000CommonSOLE
G6476A102NPACNEW PROVIDENCE ACQUISITION C$10.3M0.46%1,000,000CommonSOLE
G0R78B122BCSS/UBAIN CAP GSS INVT CORP$10.2M0.46%1,000,000CommonSOLE
155923105CTRICENTURI HOLDINGS INC$10.1M0.45%400,000CommonSOLE
G5225W126KBONUKARBON CAP PARTNERS CORP$10.1M0.45%1,000,000CommonSOLE
G6439S109NTWONEWBURY STR II ACQUISITION C$9.9M0.44%950,000CommonSOLE
21873SAD0CRWVCRWV 1.750 12/01/31 CVT$9.9M0.44%10,500,000CommonSOLE
G01558108ALDFALDEL FINL II INC$9.5M0.42%900,000CommonSOLE
G0260P102ASAMER SPORTS INC$9.3M0.42%250,000CommonSOLE
34986240923IFORWARD INDS INC N Y$8.9M0.40%1,351,352CommonSOLE
552690109MDUMDU RES GROUP INC$8.8M0.39%451,229CommonSOLE
88080TAE4WULFWULF 05/01/32 CVT$8.5M0.38%10,000,000CommonSOLE
G04537109ATIIARCHIMEDES TECH SPAC PARTNER$8.3M0.37%800,000CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$8.2M0.36%200,000CommonSOLE
05603J108BKVBKV CORP$8.1M0.36%300,000CommonSOLE
G3106Q110EVAC/UEQV VENTURES AC CORP. II$8.1M0.36%800,000CommonSOLE
75134PAB1METC 0 11/01/31RAMACO RES INC$8.0M0.36%9,500,000CommonSOLE
831349105SLDESLIDE INS HLDGS INC$7.8M0.35%400,000CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$7.8M0.35%7,500,000CommonSOLE
316841105FIGFIGMA INC$7.5M0.33%200,000CommonSOLE
00217DAE0ASTSASTS 2.000 01/15/36 CVT$7.4M0.33%7,500,000CommonSOLE
G2851K104DMIIDRUGS MADE IN AMER ACQ II CO$7.4M0.33%750,000CommonSOLE
G63755105NIQNIQ GLOBAL INTELLIGENCE PLC$7.4M0.33%450,000CommonSOLE
63954QAE6NBISNBIS 1.000 09/15/30 CVT$7.3M0.33%7,500,000CommonSOLE
YR4068270XTEINT 1.5 02/18/26XTEPI 1.500 02/18/26 CVT$7.2M0.32%56,000,000CommonSOLE
02156V109OKLOOKLO INC$7.2M0.32%100,000CommonSOLE
21873S108CRWVCOREWEAVE INC$7.2M0.32%100,000CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$7.1M0.32%150,000CommonSOLE
086921103BETABETA TECHNOLOGIES INC$7.1M0.31%250,000CommonSOLE
G0131Y100ANSCAGRICULTURE & NAT SOL ACQ CO$6.7M0.30%600,000CommonSOLE
918284100VSECVSE CORP$6.0M0.27%35,000CommonSOLE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$6.0M0.27%300,000CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$5.9M0.26%250,000CommonSOLE
19260QAJ6COINCOIN 10/01/32 CVT$5.8M0.26%6,500,000CommonSOLE
85423L103SAROSTANDARDAERO INC$5.7M0.26%200,000CommonSOLE
16935C109CHYMCHIME FINL INC$5.7M0.25%225,000CommonSOLE
152413100CBCCENTRAL BANCOMPANY$5.3M0.24%220,000CommonSOLE
033853102ANDGANDERSEN GROUP INC$5.2M0.23%200,000CommonSOLE
G7010A129PMTRPERIMETER ACQUISITION CORP I$5.1M0.23%500,000CommonSOLE
639193101NAVNNAVAN INC$5.1M0.23%300,000CommonSOLE
G1828A108CAEPCANTOR EQUITY PARTNERS III I$5.1M0.23%500,000CommonSOLE
DC2204840MRTFC 0.500 12/16/28 CVT$5.1M0.23%4,000,000CommonSOLE
553368101MPMP MATERIALS CORP$5.1M0.23%100,000CommonSOLE
G6858G107OBAOXLEY BRIDGE ACQ LTD$5.0M0.22%500,000CommonSOLE
G0R91M121ADACUAMERICAN DRIVE ACQUISITION C$5.0M0.22%500,000CommonSOLE
G6001S123LPCVULAUNCHPAD CADENZA ACQUISITIO$5.0M0.22%500,000CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$5.0M0.22%5,000,000CommonSOLE
40054J109AEROGRUPO AEROMEXICO SAB DE CV$4.9M0.22%225,000CommonSOLE
G6717R104OACCOAKTREE ACQUISITION CORP III$4.8M0.21%450,000CommonSOLE
947002101WLTHWEALTHFRONT CORP$4.8M0.21%350,000CommonSOLE
44862P208HYMCHYCROFT MINING HOLDING CORP$4.8M0.21%200,000CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$4.7M0.21%176,992CommonSOLE
46270CAJ8IRENIRENX 1.000 06/01/33 CVT$4.7M0.21%5,000,000CommonSOLE
19260QAG2COINCOIN 10/01/29 CVT$4.6M0.21%5,000,000CommonSOLE
64119N608NTSKNETSKOPE INC$4.4M0.20%250,000CommonSOLE
G21301109CCIXCHURCHILL CAPITAL CORP IX$4.3M0.19%400,000CommonSOLE
12763L105CDRECADRE HLDGS INC$4.2M0.19%103,159CommonSOLE
G16910120BLSHBULLISH$4.2M0.19%110,000CommonSOLE
580907103MHMCGRAW HILL INC$4.1M0.18%250,000CommonSOLE
G4002F109GTENGORES HLDGS X INC$4.1M0.18%400,000CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$4.1M0.18%250,000CommonSOLE
G9009S103BLZRTRAILBLAZER ACQUISITION CORP$4.0M0.18%400,000CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$4.0M0.18%50,000CommonSOLE
G65163100JOBYJOBY AVIATION INC$4.0M0.18%300,000CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$3.9M0.18%100,000CommonSOLE
64361Q101VNOMVIPER ENERGY INC$3.9M0.17%100,000CommonSOLE
82846H405QXOQXO INC$3.9M0.17%200,000CommonSOLE
03945R102ACHRARCHER AVIATION INC$3.8M0.17%500,000CommonSOLE
G1828E100CEPFCANTOR EQUITY PARTNERS IV IN$3.6M0.16%350,000CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$3.6M0.16%160,000CommonSOLE
G32089107ETORETORO GROUP LTD$3.5M0.16%100,000CommonSOLE
53566V106LINELINEAGE INC$3.5M0.16%100,100CommonSOLE
433313103HNGEHINGE HEALTH INC$3.5M0.16%75,000CommonSOLE
38071H106GROYGOLD ROYALTY CORP$3.4M0.15%850,000CommonSOLE
G0896C103TBBBBBB FOODS INC$3.3M0.15%100,000CommonSOLE
G5490M100LWACLIGHTWAVE ACQUISITION CORP$3.3M0.15%325,000CommonSOLE
157210105CEVACEVA INC$3.2M0.14%150,000CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$3.1M0.14%100,000CommonSOLE
78781J109SAILSAILPOINT INC$3.0M0.14%150,000CommonSOLE
G0233J126ALUB/UALUSSA ENERGY ACQUISITION CO$3.0M0.14%300,000CommonSOLE
G8148S123SBXE/USILVERBOX CORP V$3.0M0.14%300,000CommonSOLE
G77676123SAC/USAFEGUARD ACQUISITION CORP$3.0M0.14%300,000CommonSOLE
YM6853217JLMAGC 1.75 08/04/30 .JLMAG 1.750 08/04/30 CVT PUT$3.0M0.13%3,000,000CommonSOLE
L00849106AGROADECOAGRO S A$3.0M0.13%376,666CommonSOLE
92556W104VIAVIA TRANSN INC$2.9M0.13%100,000CommonSOLE
876511106TGBTASEKO MINES LTD$2.8M0.13%500,000CommonSOLE
925652109VICIVICI PPTYS INC$2.8M0.13%100,000CommonSOLE
N20967118CNCKCOINCHECK GROUP NV$2.7M0.12%1,055,172CommonSOLE
G6757R121ONCHU1RT ACQUISITION CORP.$2.6M0.12%250,000CommonSOLE
68170A108OMDAOMADA HEALTH INC$2.6M0.11%163,000CommonSOLE
G1828S109CEPVCANTOR EQUITY PARTNERS V INC$2.6M0.11%250,000CommonSOLE
G6791A126OTGAUOTG ACQUISITION CORP. I$2.5M0.11%250,000CommonSOLE
G3730U107FCRSFUTURECREST ACQUISITION CORP$2.5M0.11%250,000CommonSOLE
G7117W107PACHPIONEER ACQUISITION I CORP$2.5M0.11%250,000CommonSOLE
G2616C124DSACUDAEDALUS SPL ACQUISITION COR$2.5M0.11%250,000CommonSOLE
G3810N122GPACUGENERAL PURP ACQUISITION COR$2.5M0.11%250,000CommonSOLE
G0081J129AEAQUACTIVATE ENERGY ACQUISITION$2.5M0.11%250,000CommonSOLE
G24979109CHACCRANE HBR ACQUISITION CORP$2.5M0.11%250,000CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$2.5M0.11%50,219CommonSOLE
092244102BRCBBLACK ROCK COFFEE BAR INC$2.4M0.11%110,000CommonSOLE
14154A102CDNLCARDINAL INFRASTRUCTURE GROU$2.4M0.11%100,000CommonSOLE
550249106LMRILUMEXA IMAGING HOLDINGS INC$2.3M0.10%125,000CommonSOLE
70339W104PTRNPATTERN GROUP INC$2.3M0.10%200,000CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$2.3M0.10%109,219CommonSOLE
G2086N105CHECCHENGHE ACQUISITION III CO$2.2M0.10%225,000CommonSOLE
42238D107HTFLHEARTFLOW INC$2.2M0.10%75,000CommonSOLE
04681Y103ASICATEGRITY SPECIALTY IN CO HO$2.1M0.09%100,000CommonSOLE
G1368E106BLUWBLUE WTR ACQUISITION CORP. I$2.1M0.09%200,000CommonSOLE
G9R39C103WENNWEN ACQUISITION CORP$2.0M0.09%200,000CommonSOLE
G3473K100FIGXFIGX CAP ACQUISITION CORP.$2.0M0.09%200,000CommonSOLE
G6301B101MLACMOUNTAIN LAKE ACQUISITION CO$2.0M0.09%200,000CommonSOLE
G3R25N108LATAGALATA ACQUISITION CORP II$2.0M0.09%200,000CommonSOLE
B9151N105TTAMTITAN AMER SA$2.0M0.09%120,000CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$2.0M0.09%75,000CommonSOLE
G1827P106CEPTCANTOR EQUITY PARTNERS II IN$1.7M0.08%150,000CommonSOLE
832248207SFDSMITHFIELD FOODS INC$1.7M0.07%75,000CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$1.7M0.07%100,000CommonSOLE
G00894108ARXACCELERANT HOLDINGS$1.6M0.07%100,000CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$1.6M0.07%75,000CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$1.6M0.07%100,000CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$1.5M0.07%50,000CommonSOLE
G7375J103RNGTRANGE CAP ACQUISITION CORP I$1.5M0.07%150,000CommonSOLE
87318A101TWFGTWFG INC$1.4M0.06%50,000CommonSOLE
G29018101DLODLOCAL LTD$1.4M0.06%100,000CommonSOLE
15743P104CHACHAGEE HLDGS LTD$1.4M0.06%120,000CommonSOLE
342909108FLOCFLOWCO HLDGS INC$1.3M0.06%70,000CommonSOLE
55318A108MNTNMNTN INC$1.2M0.05%100,000CommonSOLE
78642D101SPAISAFE PRO GROUP INC$1.2M0.05%286,000CommonSOLE
916896103UECURANIUM ENERGY CORP$1.2M0.05%100,000CommonSOLE
456941103INRINFINITY NAT RES INC$1.1M0.05%75,000CommonSOLE
42328V876HSDTSOLANA CO$1.0M0.05%363,319CommonSOLE
184492106ZONECLEANCORE SOLUTIONS INC$1.0M0.05%4,000,000CommonSOLE
G7257A105PCAPPROCAP ACQUISITION CORP$1.0M0.05%100,000CommonSOLE
G63221108MBVIM3-BRIGADE ACQUISITION VI CO$1.0M0.04%100,000CommonSOLE
G2130T108INFQCHURCHILL CAP CORP X$1.0M0.04%100,000CommonSOLE
G1352R121BLRKUBLUEROCK ACQUISITION CORP$1.0M0.04%100,000CommonSOLE
G4977S128ITHAUITHAX ACQUISITION CORP III$996,0000.04%100,000CommonSOLE
80517M109SVVSAVERS VALUE VLG INC$934,0000.04%100,000CommonSOLE
254604101IRONDISC MEDICINE INC$794,1000.04%10,000CommonSOLE
72703X106PLPLANET LABS PBC$788,8000.04%40,000CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$781,9000.03%35,000CommonSOLE
BT8137494LOGPHLOGCO 6.950 08/04/26 CVT PUT$751,9190.03%56,000,000CommonSOLE
98422T100XLOXILIO THERAPEUTICS INC$712,6850.03%1,113,222CommonSOLE
36866J105GEMIGEMINI SPACE STA INC$694,4000.03%70,000CommonSOLE
14280C105CARLCARLSMED INC$617,5000.03%50,000CommonSOLE
718968100PXEDPHOENIX ED PARTNERS INC$606,0000.03%20,000CommonSOLE
090168105BLLNBILLIONTOONE INC$572,8800.03%7,000CommonSOLE
023193105AMBQAMBIQ MICRO INC$570,0000.03%20,000CommonSOLE
G6032N127MESHUMESHFLOW ACQUISITION CORP$500,0000.02%50,000CommonSOLE
36870W100GNTAGENENTA SCIENCE S P A$482,4580.02%323,797CommonSOLE
19058X207COSOCOASTALSOUTH BANCSHARES INC$465,0000.02%20,000CommonSOLE
862945102ASSTSTRIVE INC$369,0000.02%500,000CommonSOLE
56565P103MPLTMAPLIGHT THERAPEUTICS INC$351,3000.02%20,000CommonSOLE
023634207NWAX/UNEW AMER ACQUISITION I CORP$312,3000.01%30,000CommonSOLE
ZF2943735DAIWAH 0 03/30/29DWAHY 03/30/29 '29 CVT$272,3890.01%40,000,000CommonSOLE
05368J103AVBHAVIDBANK HLDGS INC$265,6000.01%10,000CommonSOLE
G19307100CGCTCARTESIAN GROWTH CORP III$257,2500.01%25,000CommonSOLE
G4365E103HCMAHCM III ACQUISITION CORP$251,5000.01%25,000CommonSOLE
G2851K112DMIIRDRUGS MADE IN AMER ACQ II CO$105,0000.00%750,000CommonSOLE
456948108MULTISENSOR AI HOLDINGS INC$71,7000.00%248,960CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.