Stoic Point Capital Management LLC
Q2 2026 13F filing
Updated 29 days ago69 disclosed positions worth $120.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EVLVW EVOLV TECHNOLOGIES HLDNGS IN | $37.6M | 6.48M | 31.15% | — |
| 2 | ? N/A LUXEXPERIENCE BV | $14.2M | 1.91M | 11.77% | — |
| 3 | H HIPOW HIPPO HLDGS INC | $7.4M | 263.6K | 6.18% | — |
| 4 | A AVPT AVEPOINT INC | $6.1M | 543.0K | 5.05% | — |
| 5 | T TBLA TABOOLA.COM LTD | $4.6M | 922.4K | 3.82% | — |
| 6 | O OMDA OMADA HEALTH INC | $4.5M | 203.6K | 3.70% | — |
| 7 | ? N/A SMARTRENT INC | $3.8M | 3.21M | 3.16% | — |
| 8 | M MAX MEDIAALPHA INC | $3.7M | 297.1K | 3.10% | — |
| 9 | B BFLY BUTTERFLY NETWORK INC | $3.2M | 374.2K | 2.61% | — |
| 10 | W WALDW WALDENCAST PLC | $2.8M | 1.61M | 2.35% | — |
| 11 | A ADV ADVANTAGE SOLUTIONS INC | $2M | 45.2K | 1.62% | — |
| 12 | Z ZVIA ZEVIA PBC | $1.8M | 1.13M | 1.53% | — |
| 13 | B BETRW BETTER HOME & FINANCE HOLDIN | $1.6M | 56.9K | 1.30% | — |
| 14 | C CGCFU CARTESIAN GROWTH CORP IV | $1.5M | 150.0K | 1.24% | — |
| 15 | W WLTH WEALTHFRONT CORP | $1.5M | 162.4K | 1.20% | — |
| 16 | C CSHRW COINSHARES PLC | $1.3M | 338.7K | 1.06% | — |
| 17 | S SORNU SOREN ACQUISITION CORP | $1M | 104.6K | 0.87% | — |
| 18 | A AEAQU ACTIVATE ENERGY ACQUISIT COR | $1M | 100.0K | 0.84% | — |
| 19 | ? N/A TAILWIND 2.0 ACQUISITION COR | $1M | 100.0K | 0.84% | — |
| 20 | B BIXIU BITCOIN INFRASTRUCTURE ACQUI | $1M | 100.0K | 0.84% | — |
| 21 | F FGIIU FG IMPERII ACQUISITION CORP | $1M | 100.0K | 0.83% | — |
| 22 | A ALUB-UN ALUSSA ENERGY ACQUISIT CORP | $1M | 98.0K | 0.83% | — |
| 23 | Q QQQ INVESCO QQQ TR | $989K | 300 | 0.82% | — |
| 24 | ? N/A PLAYSTUDIOS INC | $819K | 1.64M | 0.68% | — |
| 25 | K KCHVU KOCHAV DEFENSE ACQUI CO | $697K | 67.2K | 0.58% | — |
| 26 | C CHPGR CHAMPIONSGATE ACQUISITION CO | $697K | 67.2K | 0.58% | — |
| 27 | ? N/A LEGATO MERGER CORP IV | $652K | 65.0K | 0.54% | — |
| 28 | S SCIIR SC II ACQUISITION CORP | $591K | 57.7K | 0.49% | — |
| 29 | E ETHA ISHARES TR | $576K | 690 | 0.48% | — |
| 30 | I IRHOU IRON HORSE ACQUISIT II CORP | $552K | 55.0K | 0.46% | — |
| 31 | I IACOW IDEA ACQUISITION CORP | $551K | 55.0K | 0.46% | — |
| 32 | A AACOW ABONY ACQUISITION CORP I | $551K | 55.0K | 0.46% | — |
| 33 | A ADACW AMERICAN DRIVE ACQUISITION C | $518K | 50.6K | 0.43% | — |
| 34 | B BPACR BLUEPORT ACQUISITION LTD | $517K | 50.0K | 0.43% | — |
| 35 | ? N/A CRANE HBR ACQUISITION CORP I | $513K | 50.0K | 0.42% | — |
| 36 | V VACI-WT VIKING ACQUISITION CORP I | $511K | 50.0K | 0.42% | — |
| 37 | I IGACR INVEST GREEN ACQUISITION COR | $509K | 50.0K | 0.42% | — |
| 38 | I ITHAW ITHAX ACQUISITION CORP III | $508K | 50.0K | 0.42% | — |
| 39 | S SBXE-UN SILVERBOX CORP V | $508K | 50.0K | 0.42% | — |
| 40 | M MESHW MESHFLOW ACQUISITION CORP | $508K | 50.0K | 0.42% | — |
| 41 | V VHCPU VINE HILL CAP INVTS CORP II | $505K | 50.0K | 0.42% | — |
| 42 | G GPACW GENERAL PURP ACQUISITION COR | $505K | 50.0K | 0.42% | — |
| 43 | L LPCVU LAUNCHPAD CADENZA ACQU CORP | $504K | 50.0K | 0.42% | — |
| 44 | H HVIIR HENNESSY CAP INVT CORP VII | $504K | 50.0K | 0.42% | — |
| 45 | A ARTCU ART TECHNOLOGY ACQUISITION C | $502K | 50.0K | 0.42% | — |
| 46 | C CAQUW CAMBRIDGE ACQUISITION CORP | $470K | 46.7K | 0.39% | — |
| 47 | G GIWWR GIGCAPITAL8 CORP | $399K | 39.6K | 0.33% | — |
| 48 | C CRK COMSTOCK INC | $374K | 89.9K | 0.31% | — |
| 49 | P PACHW PIONEER ACQUISITION I CORP | $346K | 33.8K | 0.29% | — |
| 50 | O OBAWW OXLEY BRIDGE ACQ LTD | $329K | 32.2K | 0.27% | — |