Fund HoldingsTFG Asset Management GP Ltd

Total Portfolio Value
$415.29M
Total Bought
$61.50M
Total Sold
$66.80M
Net Transaction
-$5.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
KOLIBRI GLOBAL ENERGY INC07,070,568+7,070,568026,9266.48%+26,926
AUTOLUS THERAPEUTICS PLC12,000,0008,000,000-4,000,00027,96051,52012.41%+23,560
ISHARES TR(Call)0275,000+275,000021,282+21,282
MARCUS CORP DEL00007,4571.80%+7,457
BALLYS CORPORATION1,100,0001,500,000+400,00014,42120,9105.04%+6,489
TARSUS PHARMACEUTICALS INC(TARS)615,000800,000+185,00010,92916,2003.90%+5,271
FIRST MAJESTIC SILVER CORP(AG)00003,5440.85%+3,544
EAGLE BULK SHIPPING INC0009,88412,5653.03%+2,680
LITHIUM AMERICAS ARGENTINA C(LAR)00019,40120,8895.03%+1,488
CUTERA INC00001,2090.29%+1,209
ATI INC(ATI)00010,81111,8612.86%+1,050
NOBLE CORP PLC(NE)029,765+29,76508520.21%+852
UIPATH INC(PATH)3,300,0002,300,000-1,000,00056,46357,13213.76%+669
SNOWFLAKE INC(SNOW)10,00010,00001,5281,9900.48%+462
OATLY GROUP AB2,088,8921,888,892-200,0001,8722,2290.54%+357
SPRINKLR INC(CXM)1,900,0002,200,000+300,00026,29626,4886.38%+192
NCL CORP LTD(NCLH)00017,97318,1414.37%+167
ALTERYX INC500,000400,000-100,00018,84518,8644.54%+19
SLAM CORP25,02025,0200350.00%+2
SONDER HOLDINGS INC18,89818,8980000.00%0
JAWS MUSTANG ACQUISITION COR24,12124,1210110.00%-0
BLUERIVER ACQUISITION CORP16,63916,6390110.00%-0
APOLLO STRATEGIC GRWT CPTL I29,8240-29,82420-2
ROSS ACQUISITION CORP II50,16450,1640630.00%-3
SKILLSOFT CORP450,6300-450,63050-5
Allego NV24,3280-24,328100-10
CAZOO GROUP LTD409,9490-409,9492230-223
LIVENT CORP15,6000-15,6002870-287
TECK RESOURCES LTD(TECK)27,52020,537-6,9831,1868680.21%-318
SENSEONICS HLDGS INC597,1710-597,1713610-361
INSEEGO CORP0004210-421
ALBEMARLE CORP(ALB)4,897400,000+395,1038333480.08%-484
FREELINE THERAPEUTICS HLDGS266,6660-266,6661,1470-1,147
TAKEDA PHARMACEUTICAL CO LTD(TAK)1,903,6621,903,662029,45027,1656.54%-2,284
LYFT INC(LYFT)3,400,0002,200,000-1,200,00035,83632,9787.94%-2,858
2U INC0003,6340-3,634
HERTZ GLOBAL HLDGS INC725,06446,204-678,8604,4372530.06%-4,184
ISHARES TR94,48035,707-58,7736,9652,7630.67%-4,202
CUTERA INC0005,5490-5,549
BRIDGEBIO PHARMA INC(BBIO)0005,6230-5,622
SPOTIFY USA INC(SPOT)0006,1960-6,196
CORENERGY INFRASTRUCTURE TR0008,1680-8,168
CYTOKINETICS INC(CYTK)00030,10020,2904.89%-9,810
CUTERA INC00013,7293,5690.86%-10,160
INFORMATICA INC483,5540-483,55410,1880-10,188
GUARDANT HEALTH INC(GH)00012,1540-12,154
CHART INDS INC00019,2536,9821.68%-12,271
OATLY GROUP AB00012,9250-12,925
MICROSTRATEGY INC(MSTR)00018,3980-18,398
CROWDSTRIKE HLDGS INC(CRWD)110,0000-110,00018,4120-18,412
NICE SYS INC00027,5230-27,523
PALO ALTO NETWORKS INC(PANW)00058,9380-58,938
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