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Stoic Point Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Stoic Point Capital Management LLC

报告期 2026-03-31 · CIK 0002043279

持仓数

63

前50大市值合计

$102.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

EVLV EVOLV TECHNOLOGIES HLDNGS IN

COM CL A

$34.9M

5,765,507

34.2%

LUXE LUXEXPERIENCE BV

SPONSORED ADS

$13.1M

1,640,509

12.9%

HIPO HIPPO HLDGS INC

COM NEW

$6.5M

251,116

6.4%

AVPT AVEPOINT INC

COM CL A

$4.6M

485,603

4.5%

— TABOOLA.COM LTD

ORD SHS

$3.8M

1,236,201

3.8%

SMRT SMARTRENT INC

COM CL A

$3.5M

2,335,993

3.4%

BFLY BUTTERFLY NETWORK INC

COM CL A

$2.4M

582,850

2.3%

CXM SPRINKLR INC

CL A

$2.2M

367,437

2.2%

MAX MEDIAALPHA INC

CL A

$2.1M

221,041

2.0%

OMDA OMADA HEALTH INC

COM

$1.8M

145,591

1.8%

WLTH WEALTHFRONT CORP

COM

$1.7M

181,555

1.6%

— WALDENCAST PLC

CLASS A ORD SHS

$1.6M

1,637,010

1.5%

BLND BLEND LABS INC

CL A

$1.4M

840,293

1.4%

IMSR TERRESTRIAL ENERGY INC

COM SHS · 认沽

$1.3M

42,000

1.2%

ADV ADVANTAGE SOLUTIONS INC

COM NEW CL A

$1.1M

53,086

1.1%

— SOREN ACQUISITION CORP

UNIT 12/19/2030

$1.0M

104,601

1.0%

— TAILWIND 2.0 ACQUISITION COR

UNIT 11/07/2030

$1.0M

100,000

1.0%

— ACTIVATE ENERGY ACQUISIT COR

UNIT 11/10/2030

$1.0M

100,000

1.0%

— BITCOIN INFRASTRUCTURE ACQUI

UNIT 11/06/2030

$1.0M

100,000

1.0%

— FG IMPERII ACQUISITION CORP

UNIT 10/14/2030

$997.0K

100,000

1.0%

— ALUSSA ENERGY ACQUISIT CORP

UNIT 99/99/9999

$994.2K

98,000

1.0%

ZVIA ZEVIA PBC

CL A

$867.2K

741,168

0.9%

— KOCHAV DEFENSE ACQUI CO

SHS CL A

$689.1K

67,225

0.7%

— CHAMPIONSGATE ACQUISITION CO

SHS CL A

$688.8K

67,198

0.7%

— LEGATO MERGER CORP IV

UNIT 99/99/9999

$649.7K

65,000

0.6%

— SC II ACQUISITION CORP

UNIT 11/06/2030

$590.2K

57,749

0.6%

IRHOU IRON HORSE ACQUISIT II CORP

UNIT 07/11/2030

$547.8K

55,000

0.5%

— ABONY ACQUISITION CORP I

UNIT 01/29/2031

$546.1K

55,000

0.5%

— IDEA ACQUISITION CORP

UNIT 01/06/2031

$545.0K

55,000

0.5%

— VIKING ACQUISITION CORP I

UNIT 99/99/9999

$512.8K

50,000

0.5%

— BLUEPORT ACQUISITION LTD

UNIT 10/22/2030

$508.0K

50,000

0.5%

— INVEST GREEN ACQUISITION COR

UNIT 11/04/2030

$505.5K

50,000

0.5%

— CRANE HBR ACQUISITION CORP I

UNIT 12/09/2030

$505.0K

50,000

0.5%

— AMERICAN DRIVE ACQUISITION C

UNIT 12/04/2030

$504.9K

50,638

0.5%

— SILVERBOX CORP V

UNIT 99/99/9999

$503.8K

50,000

0.5%

— GENERAL PURP ACQUISITION COR

UNIT 12/03/2030

$500.5K

50,000

0.5%

— LAUNCHPAD CADENZA ACQU CORP

UNIT 12/15/2030

$499.0K

50,000

0.5%

— ITHAX ACQUISITION CORP III

UNIT 11/17/2030

$498.0K

50,000

0.5%

— MESHFLOW ACQUISITION CORP

UNIT 11/19/2030

$498.0K

50,000

0.5%

BETR BETTER HOME & FINANCE HOLDIN

COM NEW CL A

$466.6K

13,100

0.5%

— CAMBRIDGE ACQUISITION CORP

UNIT 01/30/2031

$460.2K

46,204

0.5%

MYPS PLAYSTUDIOS INC

CLASS A COM

$404.8K

862,771

0.4%

— GIGCAPITAL8 CORP

ORD CL A

$394.6K

39,583

0.4%

— LAFAYETTE ACQUISITION CORP

UNIT 10/24/2030

$375.9K

37,399

0.4%

— PIONEER ACQUISITION I CORP

CL A ORD SHS

$342.1K

33,775

0.3%

— OXLEY BRIDGE ACQ LTD

USD CL A ORD SHS

$326.2K

32,200

0.3%

— COHEN CIRCLE ACQUISIT CORP I

UNIT 07/01/2030

$258.3K

25,000

0.3%

— GLOBA TERRA ACQUISITION COR

CL A ORD SHS

$254.8K

25,000

0.2%

— D. BORAL ARC ACQ I CORP.

SHS CL A

$251.0K

24,800

0.2%

— BLUEROCK ACQUISITION CORP

UNIT 11/06/2030

$250.3K

25,000

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

65%前 6 大占比

EVLV34.2%LUXE12.9%HIPO6.4%AVPT4.5%TABOOLA.COM LTD3.8%SMRT3.4%