Fund Holdings — Nantahala Capital Management, LLC

Total Portfolio Value
$1.60B
Total Bought
$367.61M
Total Sold
$342.18M
Net Transaction
+$25.43M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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MINERALYS THERAPEUTICS INC(MLYS)113,285895,481+782,1964,11124,2591.51%+20,147
ANTERIS TECHNOLOGIES GLOBAL(AVR)2,530,9105,530,910+3,000,00012,62930,6971.92%+18,067
VERASTEM INC(VSTM)462,1403,584,820+3,122,6803,56819,0001.19%+15,432
PELOTON INTERACTIVE INC(PTON)5,932,67612,000,000+6,067,32436,54551,4803.21%+14,935
VAXCYTE INC(PCVX)0238,746+238,746013,8740.87%+13,874
AGOMAB THERAPEUTICS NV(AGMB)01,200,000+1,200,000012,8520.80%+12,852
HELIX ACQUISITION CORP III(HLXC)01,250,000+1,250,000012,7000.79%+12,700
CAMPING WORLD HLDGS INC(CWH)1,058,5423,259,274+2,200,73210,30022,2611.39%+11,961
JANUX THERAPEUTICS INC(JANX)0809,914+809,914011,2580.70%+11,258
LB PHARMACEUTICALS INC(LBRX)675,0001,052,894+377,89415,02625,9641.62%+10,939
BIOVENTUS INC(BVS)6,047,4036,122,403+75,00044,99355,8983.49%+10,905
DUOLINGO INC(DUOL)0100,000+100,00009,8570.62%+9,857
MONTE ROSA THERAPEUTICS INC(GLUE)57,991651,993+594,00290910,7250.67%+9,816
ETON PHARMACEUTICALS INC(ETON)1,175,9511,175,951019,88529,0221.81%+9,137
HERBALIFE LTD(HLF)881,8571,353,653+471,79611,36719,9261.24%+8,559
BIOCRYST PHARMACEUTICALS INC(BCRX)1,356,3771,987,397+631,02010,58018,9201.18%+8,340
ASSERTIO HOLDINGS INC587,335692,335+105,0005,32713,1960.82%+7,869
KEROS THERAPEUTICS INC(KROS)360,4191,360,419+1,000,0007,33815,0190.94%+7,681
ZEVRA THERAPEUTICS INC(ZVRA)1,771,9362,521,936+750,00015,87723,5041.47%+7,628
DAMORA THERAPEUTICS INC(DMRA)0278,000+278,00007,2000.45%+7,200
INTEGER HLDGS CORP(ITGR)102,000172,000+70,0008,00015,1360.94%+7,136
RAYONIER ADVANCED MATLS INC(RYAM)1,800,0001,600,000-200,00010,60217,7121.11%+7,110
VENU HLDG CORP02,046,705+2,046,70506,7750.42%+6,775
ALECTOR INC02,815,983+2,815,98306,0540.38%+6,054
ENVOY MEDICAL INC(COCH)07,650,000+7,650,00005,0880.32%+5,088
RIDENOW GROUP INC(RDNW)3,272,8453,272,845018,06623,1061.44%+5,040
REVOLUTION MEDICINES INC(RVMD)050,000+50,00004,8630.30%+4,863
GERON CORP(GERN)9,025,00011,225,000+2,200,00011,91316,7251.04%+4,812
NOODLES & CO(NDLS)0553,746+553,74604,7350.30%+4,735
AMNEAL PHARMACEUTICALS INC(AMRX)2,447,5162,844,108+396,59230,83935,3522.21%+4,514
FOSSIL GROUP INC(FOSL)5,064,3595,404,024+339,66519,04223,2911.45%+4,249
GOGO INC(GOGO)6,792,6498,882,036+2,089,38731,65435,7062.23%+4,052
CAESARS ENTERTAINMENT INC NE(CZR)0150,000+150,00003,9650.25%+3,965
DISTRIBUTION SOLUTIONS GRP I(DSGR)330,000494,581+164,5819,03912,9780.81%+3,939
FORRESTER RESH INC(FORR)0694,422+694,42203,9300.25%+3,930
CENTESSA PHARMACEUTICALS PLC254,803254,80306,37310,1210.63%+3,748
CHIME FINL INC(CHYM)0200,000+200,00003,7460.23%+3,746
KOSMOS ENERGY LTD(KOS)2,344,1941,844,194-500,0002,1275,1270.32%+3,000
DHI GROUP INC(DHX)2,374,0272,374,02703,6806,6710.42%+2,991
TRAEGER INC(COOK)0102,408+102,40802,9700.19%+2,970
RALLYBIO CORP(RLYB)0300,635+300,63502,6970.17%+2,697
USANA HEALTH SCIENCES INC(USNA)585,074810,074+225,00011,48514,1520.88%+2,667
KORRO BIO INC(KRRO)600,000660,036+60,0364,8067,4720.47%+2,666
AURA BIOSCIENCES INC(AURA)2,117,6972,117,697011,54114,1670.88%+2,626
TITAN MACHY INC(TITN)1,220,5201,254,520+34,00018,35720,9761.31%+2,619
RESERVOIR MEDIA INC(RSVR)940,960940,96007,1239,2120.57%+2,089
ENTRADA THERAPEUTICS INC(TRDA)0159,332+159,33202,0110.13%+2,011
IMAX CORP477,092515,554+38,46217,63319,5961.22%+1,963
SILENCE THERAPEUTICS PLC(SLN)1,542,4272,146,731+604,3049,37811,3130.71%+1,935
BANCORP INC DEL(TBBK)1,071,6851,380,456+308,77172,36074,1724.63%+1,812
ADC THERAPEUTICS SA(ADCT)5,475,4335,597,433+122,00019,32820,9901.31%+1,662
BENITEC BIOPHARMA INC(BNTC)1,038,3711,438,371+400,00013,98715,3190.96%+1,332
RH(RH)37,79157,791+20,0006,7708,0800.50%+1,310
PRECISION OPTICS CORP INC MA(POCI)0280,000+280,00001,2290.08%+1,229
VIEMED HEALTHCARE INC(VMD)932,445883,783-48,6626,9288,1400.51%+1,212
ELUTIA INC(ELUT)3,184,9473,184,94702,2063,3440.21%+1,138
CURIS INC(CRIS)02,000,000+2,000,00001,0950.07%+1,095
JEFFERSON CAPITAL INC(JCAP)600,000750,000+150,00013,40414,4230.90%+1,019
UNICYCIVE THERAPEUTICS INC(UNCY)939,202939,20205,4196,1800.39%+761
COGENT BIOSCIENCES INC(COGT)250,000250,00008,8809,6230.60%+743
ALTA EQUIPMENT GROUP INC(ALTG)934,774934,77404,3005,0200.31%+720
XENCOR INC(XNCR)164,639264,639+100,0002,5213,1920.20%+671
RMR GROUP INC(RMR)1,147,9021,147,902017,10417,7581.11%+654
VYNE THERAPEUTICS INC(YARW)1,000,0002,000,000+1,000,0005801,1950.07%+615
MARA HOLDINGS INC(MARA)0003,9454,4350.28%+490
IMMUNIC INC(IMUX)4,378,4062,506,491-1,871,9152,3372,7820.17%+445
NN INC(NNBR)2,441,4162,441,41603,1253,5400.22%+415
X4 PHARMACEUTICALS INC(XFOR)2,449,4682,449,46809,79810,1160.63%+318
INDUSTRIAL LOGISTICS PPTYS T(ILPT)1,678,9731,678,97309,3029,5370.60%+235
CODEXIS INC(CDXS)3,990,1694,123,613+133,4446,5046,7210.42%+218
BIOMX INC(PHGE)114,795114,79502154310.03%+216
READING INTL INC(RDI)1,921,0881,921,08802,0172,1710.14%+154
AYTU BIOPHARMA INC1,086,8121,086,81202,8262,9670.19%+141
ACME UTD CORP20,42720,42708239170.06%+94
THE ONE GROUP HOSPITALITY IN(STKS)2,121,0842,121,08403,7123,7760.24%+64
PERFECT CORP(PERF)16,07516,0750000.00%-0
GUARDFORCE AI CO LTD(GFAI)154,205154,20502390.00%-14
APREA THERAPEUTICS INC(APRE)205,760205,76001761570.01%-19
CONTEXT THERAPEUTICS INC(CNTX)37,8370-37,837560—-56
PERFECT CORP(PERF)583,925583,92501,0579870.06%-70
ALTISOURCE PORTFOLIO SOLUTIO
*W EXP 04/30/203
2,477,3122,477,31201,0169410.06%-75
LUCID DIAGNOSTICS INC(LUCD)94,5410-94,5411030—-103
SPAR GROUP INC(SGRP)660,688660,68805324130.03%-119
SENTI BIOSCIENCES INC
COM NEW
888,000888,00009247210.05%-202
NUVATION BIO INC(NUVB)626,1910-626,1912070—-207
KIORA PHARMACEUTICALS INC(KPRX)106,1560-106,1562090—-209
SCULLY ROYALTY LTD(SRL)368,182368,18203,1482,8790.18%-269
ALTISOURCE PORTFOLIO SOLUTIO
*W EXP 04/02/202
2,477,3122,477,31208184950.03%-322
ORTHOPEDIATRICS CORP(KIDS)199,449199,44903,5423,1650.20%-377
ARVINAS INC(ARVN)300,000300,00003,5583,1800.20%-378
PAYONEER GLOBAL INC(PAYO)483,836483,83602,7192,3370.15%-382
AKEBIA THREAPEUTICS INC(AKBA)2,000,0002,000,00003,2202,7800.17%-440
INSPIREMD INC(NSPR)3,376,4843,376,48406,0105,5040.34%-506
STRATA SKIN SCIENCES INC403,9170-403,9175090—-509
SOLID BIOSCIENCES INC1,603,3361,165,078-438,2589,0438,3890.52%-654
GRACE THERAPEUTICS INC(GRCE)1,178,203728,203-450,0004,0773,3720.21%-705
GAIA INC NEW(GAIA)914,618914,61803,3202,5330.16%-787
BRC INC(BRCC)2,630,5172,630,51702,9202,0420.13%-878
EDESA BIOTECH INC(EDSA)625,0000-625,0008880—-887
HAIN CELESTIAL GROUP INC(HAIN)6,528,7898,528,789+2,000,0006,9865,9510.37%-1,034
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