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Institutional

Ghisallo Capital Management LLC

CIK 0001825214
$3.63B
Reported AUM
275
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Ghisallo Capital Management LLC · Q1 2026

AI · grounded in 13F

Ghisallo Capital Management LLC closed its position in CHPAC 09/18/30 CVT PUT, a move totaling -$123.65M. The fund established several new positions, including $110.28M in HYUHI 05/04/31 CVT PUT, $102.23M in TSLA, and $95.92M in NVDA. Additionally, the fund accumulated shares of MDLN by 405.19% and exited its position in ITT for -$78.08M.

Portfolio · Q1 2026

MDLN$202.3MXPEVHYUHITSLANVDAZTOECMSFTWIWYNNCHPACGFSTTJCIOther$2.40BGL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MDLNMEDLINE INC$39.12-2.40%-6.55%-11.95%$202.3M5.57%HELD
2XPEVXPENG INC$12.98-0.61%-28.09%-69.46%$128.3M3.53%HELD
3009540HYUHI 05/04/31 CVT PUT$110.3M3.04%HELD
4TSLATESLA INC$308.853.53%2.06%25.94%$102.2M2.82%HELD
5NVDANVIDIA CORPORATION$195.042.65%12.42%774.16%$95.9M2.64%HELD
6ZTOEC 0.925 03/01/31 CVT PUT$95.4M2.63%HELD
7MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$92.5M2.55%HELD
8WIWYNN 04/01/31$87.8M2.42%HELD
9601601CHPAC 09/18/30 CVT PUT$87.5M2.41%HELD
10GFSGLOBALFOUNDRIES INC$49.895.99%36.58%-27.84%$80.1M2.21%HELD
11TTTRANE TECHNOLOGIES PLC$440.28-1.46%0.93%135.80%$72.9M2.01%HELD
12JCIJOHNSON CONTROLS INTERNATION$143.883.20%35.92%111.10%$72.0M1.98%HELD
13NIPST 02/14/29 CVT$68.0M1.87%HELD
14ORCLORACLE CORP$127.568.34%-47.22%53.10%$67.2M1.85%HELD
15BLTIV 02/05/33 CVT PUT$65.5M1.80%HELD
16NBISNEBIUS GROUP N.V.$188.4327.13%262.37%756.89%$59.7M1.64%HELD
17NBISNBIS 1.250 03/15/31 CVT$188.4327.13%262.37%756.89%$57.5M1.58%HELD
18FPSFORGENT POWER SOLUTIONS INC$33.2813.78%-1.42%13.70%$54.1M1.49%HELD
19NBISNBIS 2.625 03/15/33 CVT$188.4327.13%262.37%756.89%$51.2M1.41%HELD
20601688HUTAI 02/08/27 CVT$49.9M1.38%HELD
21NIPST 02/14/31 CVT PUT$45.1M1.24%HELD
22ULSUL SOLUTIONS INC$92.16-0.24%29.10%143.60%$42.9M1.18%HELD
23KTOSKRATOS DEFENSE & SEC SOLUTIO$46.175.22%-21.90%79.17%$42.3M1.17%HELD
24GLXYLP 0.5 05/01/31GLXY 0.500 05/01/31 CVT$41.3M1.14%HELD
25BABABABA 09/15/32 CVT PUT$116.321.12%0.27%-25.98%$40.9M1.13%HELD
26ROLROLLINS INC$38.35-1.03%-33.99%2.99%$40.1M1.10%HELD
27ASAMER SPORTS INC$36.100.11%-2.51%118.11%$39.5M1.09%HELD
28MIAXMIAMI INTL HLDGS INC$46.00-0.86%48.14%14.51%$38.9M1.07%HELD
29ZJMGC 02/05/31 CVT PUT$37.9M1.04%HELD
30DUKDUK 3.000 03/15/29 CVT$126.27-2.18%5.70%44.15%$35.1M0.97%HELD
31GEVGE VERNOVA INC$981.989.07%$34.9M0.96%HELD
32HNSPFSRIAD 02/03/33 CVT PUT$4.110.00%$33.2M0.91%HELD
33DOCNDIGITALOCEAN HLDGS INC$120.2312.62%$32.6M0.90%HELD
34SAROSTANDARDAERO INC$28.980.87%$31.0M0.85%HELD
35GDSGDS HLDGS LTD$31.978.08%$30.2M0.83%HELD
36KGSKODIAK GAS SVCS INC$58.265.93%$29.2M0.80%HELD
37PIAIFPINGA 06/11/30 CVT PUT$7.260.00%$28.6M0.79%HELD
38LXULSB INDS INC$11.04-3.66%$28.3M0.78%HELD
39LGNLEGENCE CORP$59.8112.68%$28.2M0.78%HELD
40VSECVSE CORP$191.553.55%$27.7M0.76%HELD
41LARLITHIUM ARGENTINA AG$5.937.23%$26.2M0.72%HELD
42ZNGAZOOM COMMUNICATIONS INC$26.1M0.72%HELD
43JOBYJOBY AVIATION INC$7.248.87%$25.9M0.71%HELD
44LTMLATAM AIRLINES GROUP SA$53.943.63%$24.7M0.68%HELD
45HEIHEICO CORP NEW$354.17-0.30%$24.7M0.68%HELD
46NIONIO INC$4.841.68%$24.1M0.66%HELD
47IONQIONQ INC$35.7711.82%$21.6M0.60%HELD
48WISTR 10/23/30 CVT PUT$20.8M0.57%HELD
49ORCL 6.5 01/15/29 DORACLE CORP$20.6M0.57%HELD
50RDDTREDDIT INC$20.2M0.56%HELD
51FANGDIAMONDBACK ENERGY INC$199.770.32%$19.8M0.54%HELD
52QXOQXO INC$13.460.45%$19.4M0.53%HELD
53VNOMVIPER ENERGY INC$43.460.65%$18.8M0.52%HELD
54BKVBKV CORP$24.073.26%$18.5M0.51%HELD
55KRMNKARMAN HLDGS INC$47.223.58%$18.0M0.50%HELD
56JANJANUS LIVING INC$30.40-3.06%$17.7M0.49%HELD
57VIPSVIPSHOP HLDGS LTD$15.190.53%$15.7M0.43%HELD
58IPFXUINFLECTION PT ACQUISIT CORP$10.680.00%$15.2M0.42%HELD
59NSCNORFOLK SOUTHN CORP$333.93-0.54%$14.9M0.41%HELD
60FTWPRESIDIO PRODTN CO$11.35-1.39%$13.9M0.38%HELD
61JPM 0.10 01/12/29 MTN$13.7M0.38%HELD
62SYMSYMBOTIC INC$42.946.45%$13.3M0.37%HELD
63TTANSERVICETITAN INC$79.87-5.17%$12.7M0.35%HELD
64CRWVCRWV 1.750 12/01/31 CVT$73.9021.51%$12.6M0.35%HELD
65ALHALLIANCE LAUNDRY HLDGS INC$26.220.96%$12.4M0.34%HELD
66BEBLOOM ENERGY CORP$207.1226.49%$12.2M0.34%HELD
67HSAIHESAI GROUP$16.551.35%$11.5M0.32%HELD
68LOARLOAR HOLDINGS INC$68.242.60%$11.5M0.32%HELD
69MDAMDA SPACE LTD$30.285.29%$11.4M0.31%HELD
70VNETVNET GROUP INC$7.3216.38%$10.5M0.29%HELD
71002380KCCOP 1.750 07/10/30 CVT PUT$10.4M0.29%HELD
72WECWEC 3.375 06/01/28 CVT$110.05-1.11%$10.4M0.29%HELD
73TACHTITAN ACQUISITION CORP$10.440.00%$10.3M0.28%HELD
74KRSPRICE ACQUISITION CORP 3$10.460.00%$10.3M0.28%HELD
75NPACNEW PROVIDENCE ACQUISITION C$10.420.00%$10.3M0.28%HELD
76KOSKOSMOS ENERGY LTD$2.563.23%$10.2M0.28%HELD
77BCSSBAIN CAP GSS INVT CORP$10.22-0.10%$10.1M0.28%HELD
78KBONKARBON CAP PARTNERS CORP$10.08-0.20%$10.1M0.28%HELD
79NTWONEWBURY STR II ACQUISITION C$10.71-0.28%$10.0M0.28%HELD
80APPAPPLOVIN CORP$403.871.10%$9.9M0.27%HELD
81ASTSASTS 2.250 04/15/36 CVT$58.4410.20%$9.6M0.26%HELD
82ALDFALDEL FINL II INC$10.770.33%$9.5M0.26%HELD
83GLXYGALAXY DIGITAL INC.$21.5217.85%$9.2M0.25%HELD
84YSSYORK SPACE SYSTEMS INC$15.261.60%$9.0M0.25%HELD
85PPL 2.875 03/15/28PPL CAP FDG INC$8.8M0.24%HELD
86WAYWAYSTAR HLDG CORP$20.94-14.60%$8.4M0.23%HELD
87ATIIARCHIMEDES TECH SPAC PARTNER$10.650.00%$8.3M0.23%HELD
88EVAC/UEQV VENTURES AC CORP. II$8.1M0.22%HELD
89WBIWATERBRIDGE INFRASTRUCTURE L$32.921.45%$8.0M0.22%HELD
90PORPORTLAND GEN ELEC CO$50.09-0.42%$7.9M0.22%HELD
91CRWVCOREWEAVE INC$73.9021.51%$7.7M0.21%HELD
92USARUSA RARE EARTH INC$14.6512.09%$7.6M0.21%HELD
93DMIIDRUGS MADE IN AMER ACQ II CO$10.120.00%$7.5M0.21%HELD
94CTRICENTURI HOLDINGS INC$26.8410.45%$7.3M0.20%HELD
95SLDESLIDE INS HLDGS INC$20.23-8.63%$7.2M0.20%HELD
96EQPTEQUIPMENTSHARE COM INC$18.814.73%$7.1M0.20%HELD
97LASRNLIGHT INC$65.7111.24%$7.1M0.20%HELD
98AHRAMERICAN HEALTHCARE REIT INC$55.73-3.11%$7.1M0.19%HELD
99LBLANDBRIDGE COMPANY LLC$76.502.12%$6.9M0.19%HELD
100FIGRFIGURE TECHNOLOGY SOLUTIO$25.813.36%$6.8M0.19%HELD
101ANSCAGRICULTURE & NAT SOL ACQ CO$11.470.00%$6.8M0.19%HELD
102MWHSOLV ENERGY INC$27.9417.10%$6.0M0.17%HELD
103CHRYH 01/31/27 CVT$6.0M0.17%HELD
104HTOH2O AMERICA$61.97-2.81%$5.9M0.16%HELD
105KPET/UKPET ULTRA PACELINE CORP$5.5M0.15%HELD
106XTEPI 02/06/29 CVT PUT$5.4M0.15%HELD
107ANDGANDERSEN GROUP INC$46.08-0.09%$5.4M0.15%HELD
108WHRWHIRLPOOL CORP$38.07-0.99%$5.4M0.15%HELD
109CBCCENTRAL BANCOMPANY$32.830.49%$5.3M0.15%HELD
110CAEPCANTOR EQUITY PARTNERS III I$5.2M0.14%HELD
111EAELECTRONIC ARTS INC$5.1M0.14%HELD
112PMTRPERIMETER ACQUISITION CORP I$5.1M0.14%HELD
113RZLVREZOLVE AI PLC$5.1M0.14%HELD
114OBAOXLEY BRIDGE ACQ LTD$5.1M0.14%HELD
115LBRT 03/01/32 CVT$5.1M0.14%HELD
116CLBRCOLOMBIER ACQUISITION CORP I$5.0M0.14%HELD
117HCICUHENNESSY CAP INVTS CORP VIII$5.0M0.14%HELD
118QADRUQDRO ACQUISITION CORP$5.0M0.14%HELD
119OKLOOKLO INC$5.0M0.14%HELD
120LPCVLAUNCHPAD CADENZA ACQU CORP$5.0M0.14%HELD
121ADACAMERICAN DRIVE ACQUISITION C$5.0M0.14%HELD
122WBDWARNER BROS DISCOVERY INC$4.9M0.14%HELD
123ON 0.5 03/01/29ON SEMICONDUCTOR CORP$4.9M0.13%HELD
124MPMP MATERIALS CORP$4.8M0.13%HELD
125OACCOAKTREE ACQUISITION CORP III$4.8M0.13%HELD
126CRCLCIRCLE INTERNET GROUP INC$4.8M0.13%HELD
127GRDNGUARDIAN PHARMACY SVCS INC$4.7M0.13%HELD
128NCLHNCLH 0.750 09/15/30 CVT$4.6M0.13%HELD
129FLYFIREFLY AEROSPACE INC$4.6M0.13%HELD
130DASHDASH 05/15/30 CVT$4.5M0.13%HELD
131IEAGINFINITE EAGLE ACQUISITION C$4.5M0.12%HELD
132CAICARIS LIFE SCIENCES INC$4.5M0.12%HELD
133FWDIFORWARD INDUSTRIES INC$4.5M0.12%HELD
134CCIXCHURCHILL CAPITAL CORP IX$4.3M0.12%HELD
135FIGFIGMA INC$4.2M0.12%HELD
136GTENGORES HLDGS X INC$4.1M0.11%HELD
137BLZRTRAILBLAZER ACQUISITION CORP$4.0M0.11%HELD
138OIMONEIM ACQUISITION CORP$4.0M0.11%HELD
139MZYX/UMOZAYYX ACQUISITION CORP$4.0M0.11%HELD
140CDNLCARDINAL INFRASTRUCTURE GROU$4.0M0.11%HELD
141KRAQKRAKACQUISITION CORPORATION$3.9M0.11%HELD
142BLSHBULLISH$3.9M0.11%HELD
143CRSP 1.731 03/01/31 CVT$3.9M0.11%HELD
144CSSCH 0.750 01/28/31 CVT PUT$3.9M0.11%HELD
145MMEDMINIMED GROUP INC$3.7M0.10%HELD
146MLAAMOUNTAIN LAKE ACQUISIT CORP$3.7M0.10%HELD
147ATATATOUR LIFESTYLE HLDGS LTD$3.7M0.10%HELD
148BETABETA TECHNOLOGIES INC$3.7M0.10%HELD
149KMTKENNAMETAL INC$3.6M0.10%HELD
150CEPFCANTOR EQUITY PARTNERS IV IN$3.6M0.10%HELD
151TBBBBBB FOODS INC$3.5M0.10%HELD
152BOBSBOBS DISC FURNITURE INC$3.5M0.10%HELD
153MHMCGRAW HILL INC$3.4M0.09%HELD
154KCKINGSOFT CLOUD HLDGS LTD$3.3M0.09%HELD
155LWACLIGHTWAVE ACQUISITION CORP$3.3M0.09%HELD
156LINELINEAGE INC$3.3M0.09%HELD
157INGMINGRAM MICRO HLDG CORP$3.3M0.09%HELD
158WLTHWEALTHFRONT CORP$3.2M0.09%HELD
159AEROGRUPO AEROMEXICO SAB DE CV$3.2M0.09%HELD
160JHGJANUS HENDERSON GROUP PLC$3.0M0.08%HELD
161ACAAUAVERIN CAP ACQUISITION CORP$3.0M0.08%HELD
162ALUBALUSSA ENERGY ACQUISIT CORP$3.0M0.08%HELD
163SACSAFEGUARD ACQUISITION CORP$3.0M0.08%HELD
164SBXESILVERBOX CORP V$3.0M0.08%HELD
165IACOUIDEA ACQUISITION CORP$3.0M0.08%HELD
166NVGSNAVIGATOR HLDGS LTD$2.9M0.08%HELD
167HNGEHINGE HEALTH INC$2.9M0.08%HELD
168NIQNIQ GLOBAL INTELLIGENCE PLC$2.8M0.08%HELD
169VICIVICI PPTYS INC$2.7M0.08%HELD
170ONCHU1RT ACQUISITION CORP.$2.6M0.07%HELD
171OTGAUOTG ACQUISITION CORP. I$2.6M0.07%HELD
172PACHPIONEER ACQUISITION I CORP$2.5M0.07%HELD
173CEPVCANTOR EQUITY PARTNERS V INC$2.5M0.07%HELD
174FCRSFUTURECREST ACQUISITION CORP$2.5M0.07%HELD
175CAQUUCAMBRIDGE ACQUISITION CORP$2.5M0.07%HELD
176PTRNPATTERN GROUP INC$2.5M0.07%HELD
177DSACDAEDALUS SPL ACQUISITION COR$2.5M0.07%HELD
178GPACGENERAL PURP ACQUISITION COR$2.5M0.07%HELD
179AEAQACTIVATE ENERGY ACQUISIT COR$2.5M0.07%HELD
180SORNSOREN ACQUISITION CORP$2.5M0.07%HELD
181300748JLMAG 1.750 08/04/30 CVT PUT$2.5M0.07%HELD
182ARCIARCHIMEDES TECH SPAC PTNRS I$2.5M0.07%HELD
183PICSPICS NV$2.4M0.06%HELD
184CHECCHENGHE ACQUISITION III CO$2.3M0.06%HELD
185ALMSALUMIS INC$2.2M0.06%HELD
186SFDSMITHFIELD FOODS INC$2.1M0.06%HELD
187BLUWBLUE WTR ACQUISITION CORP. I$2.1M0.06%HELD
188WENNWEN ACQUISITION CORP$2.0M0.06%HELD
189FIGXFIGX CAP ACQUISITION CORP.$2.0M0.06%HELD
190MLACMOUNTAIN LAKE ACQUISITION CO$2.0M0.06%HELD
191DBCAUD BORAL ACQUISITION I CORP$2.0M0.06%HELD
192SSACUSPACSPHERE ACQUISITION CORP$2.0M0.06%HELD
193HACQUHCM IV ACQUISITION CORP$2.0M0.06%HELD
194LATAGALATA ACQUISITION CORP II$2.0M0.06%HELD
195ALOVUALDABRA 4 LQDTY OPP VEH INC$2.0M0.05%HELD
196ZKPULAFAYETTE DIGITAL ACQUISITIO$2.0M0.05%HELD
197TRGSUTRG LATIN AMER ACQUIS CORP$2.0M0.05%HELD
198ASICATEGRITY SPECIALTY IN CO HO$2.0M0.05%HELD
199MUZEMUZERO ACQUISITION CORP$2.0M0.05%HELD
200DNLIDENALI THERAPEUTICS INC$1.9M0.05%HELD
201BGSIBOYD GROUP SERVICES INC$1.9M0.05%HELD
202XNDUXANADU QUANTUM TECHNOLO LTD$1.9M0.05%HELD
203CHYMCHIME FINL INC$1.9M0.05%HELD
204VIS 02/04/31 CVT PUT$1.9M0.05%HELD
205TMTSUSPARTACUS ACQUISITION CORP I$1.8M0.05%HELD
206VOYGVOYAGER TECHNOLOGIES INC$1.8M0.05%HELD
207LEGOLEGATO MERGER CORP IV$1.7M0.05%HELD
208OFRMONCE UPON A FARM PBC$1.6M0.05%HELD
209CEPTCANTOR EQUITY PARTNERS II IN$1.6M0.04%HELD
210PRAXPRAXIS PRECISION MEDICINES I$1.6M0.04%HELD
211WLIIUWILLOW LANE ACQUISITION CRP$1.5M0.04%HELD
212SMASMARTSTOP SELF STORAG REIT I$1.5M0.04%HELD
213FVAVFORTRESS VALUE ACQU CORP V$1.5M0.04%HELD
214RNGTRANGE CAP ACQUISITION CORP I$1.5M0.04%HELD
215PAACUPROEM ACQUISITION CORP I$1.5M0.04%HELD
216KMTSKESTRA MED TECHNOLOGIES LTD$1.5M0.04%HELD
217AACOUABONY ACQUISITION CORP I$1.5M0.04%HELD
218AGBKAGI INC$1.5M0.04%HELD
219PCVXVAXCYTE INC$1.5M0.04%HELD
220FLOCFLOWCO HLDGS INC$1.4M0.04%HELD
221BRCBBLACK ROCK COFFEE BAR INC$1.4M0.04%HELD
222ZONECLEANCORE SOLUTIONS INC$1.3M0.04%HELD
223NAVNNAVAN INC$1.3M0.04%HELD
224AIIAMERICAN INTEGRITY INS GROUP$1.3M0.03%HELD
225HTFLHEARTFLOW INC$1.2M0.03%HELD
226OMDAOMADA HEALTH INC$1.1M0.03%HELD
227PCAPPROCAP ACQUISITION CORP$1.0M0.03%HELD
228MBVIM3-BRIGADE ACQUISITION VI CO$1.0M0.03%HELD
229BLRKUBLUEROCK ACQUISITION CORP$1.0M0.03%HELD
230PALOUPALOMA ACQUISITION CORP I$998K0.03%HELD
231XFLH/UXFLH CAP CORP$996K0.03%HELD
232BWIV/UBLUE WTR ACQUISITION CORP IV$992K0.03%HELD
233ITHAITHAX ACQUISITION CORP III$990K0.03%HELD
234MEVOM EVO GBL ACQUISITION CORP I$985K0.03%HELD
235ARTCART TECHNOLOGY ACQUISITION C$982K0.03%HELD
236CADLCANDEL THERAPEUTICS INC$980K0.03%HELD
237JCAPJEFFERSON CAPITAL INC$962K0.03%HELD
238SPAISAFE PRO GROUP INC$953K0.03%HELD
239NRGVNRGV 5.250 03/01/31 CVT$942K0.03%HELD
240NTSKNETSKOPE INC$849K0.02%HELD
241AVRANTERIS TECHNOLOGIES GLOBAL$833K0.02%HELD
242DRUGBRIGHT MINDS BIOSCIENCES INC$803K0.02%HELD
243PPHCPUBLIC POL HLDG CO INC$785K0.02%HELD
244LPHHFLOGCO 6.950 08/04/26 CVT PUT$750K0.02%HELD
245EIKNEIKON THERAPEUTICS INC$741K0.02%HELD
246BTGOBITGO HOLDINGS INC$658K0.02%HELD
247LMRILUMEXA IMAGING HOLDINGS INC$645K0.02%HELD
248IRONDISC MEDICINE INC$639K0.02%HELD
249PXEDPHOENIX ED PARTNERS INC$629K0.02%HELD
250LIFEETHOS TECHNOLOGIES INC$559K0.02%HELD
251ROIVROIVANT SCIENCES LTD$540K0.01%HELD
252AMBQAMBIQ MICRO INC$508K0.01%HELD
253SVIVUSPRING VY ACQUISITION CORP I$508K0.01%HELD
254CMIIUCOLUMBUS CIRCLE CAP CORP II$497K0.01%HELD
255MESHMESHFLOW ACQUISITION CORP$495K0.01%HELD
256COSOCOASTALSOUTH BANCSHARES INC$492K0.01%HELD
257IXHLINCANNEX HEALTHCARE INC$489K0.01%HELD
258AKTSAKTIS ONCOLOGY INC$447K0.01%HELD
259MPLTMAPLIGHT THERAPEUTICS INC$407K0.01%HELD
260HSDTSOLANA CO$386K0.01%HELD
261MANEVERADERMICS INC$316K0.01%HELD
262NWAXNEW AMER ACQUISITION I CORP$300K0.01%HELD
263AVBHAVIDBANK HLDGS INC$285K0.01%HELD
264DWAHFDWAHY 03/30/29 '29 CVT$262K0.01%HELD
265CGCTCARTESIAN GROWTH CORP III$256K0.01%HELD
266HCMAHCM III ACQUISITION CORP$253K0.01%HELD
267IMDXINSIGHT MOLECULAR DIA INC$232K0.01%HELD
268MULTISENSOR AI HOLDINGS INC$222K0.01%HELD
269ZURAZURA BIO LTD$149K0.00%HELD
270CRVSCORVUS PHARMACEUTICALS INC$146K0.00%HELD
271XLOXILIO THERAPEUTICS INC$116K0.00%HELD
272TLSITRISALUS LIFE SCIENCES INC$100K0.00%HELD
273IEAGRINFINITE EAGLE ACQUISITION C$81K0.00%HELD
274DMIIRDRUGS MADE IN AMER ACQ II CO$60K0.00%HELD
275CNCKCOINCHECK GROUP NV$17K0.00%HELD

Source: SEC EDGAR · accession 0001172661-26-002270. 13F discloses long positions only — shorts, foreign equities, and options are excluded.