Fund HoldingsAlpine Global Management, LLC

Total Portfolio Value
$575.05M
Total Bought
$303.28M
Total Sold
$222.00M
Net Transaction
+$81.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MICROSTRATEGY INC(MSTR)019,228+19,228026,4864.61%+26,486
MICROSOFT CORP(MSFT)021,873+21,87309,7761.70%+9,776
VEECO INSTRS INC DEL(VECO)04,000+4,00006,9211.20%+6,921
ALPHABET INC(GOOG)037,541+37,54106,8381.19%+6,838
JAZZ INVESTMENTS I LTD(JAZZ)06,000+6,00005,7681.00%+5,768
APPLIED MATLS INC023,171+23,17105,4680.95%+5,468
PAGAYA TECHNOLOGIES LTD(PGY)0410,838+410,83805,2420.91%+5,242
ARCHER AVIATION INC(ACHR)1,251,4093,068,374+1,816,9655,78210,8011.88%+5,019
CORNERSTONE STRATEGIC VALUE(CLM)5,399,5195,908,095+508,57640,60445,4927.91%+4,888
META PLATFORMS INC(META)08,971+8,97104,5230.79%+4,523
GUESS INC04,000+4,00004,4000.77%+4,400
BREAD FINANCIAL HOLDINGS INC03,000+3,00003,9780.69%+3,978
TRANSOCEAN LTD(RIG)0715,646+715,64603,8290.67%+3,829
AMKOR TECHNOLOGY INC091,955+91,95503,6800.64%+3,680
ISHARES TR016,982+16,98203,4450.60%+3,445
BLACKROCK ESG CAP ALLC TERM(ECAT)0198,100+198,10003,4750.60%+3,475
STERICYCLE INC050,000+50,00002,9070.51%+2,907
AAON INC032,169+32,16902,8060.49%+2,806
ENDEAVOR GROUP HLDGS INC0100,000+100,00002,7030.47%+2,703
JUNIPER NETWORKS INC75,000150,000+75,0002,7805,4690.95%+2,690
BURFORD CAP LTD
ORD SHS
0196,612+196,61202,5660.45%+2,566
RIVIAN AUTOMOTIVE INC(RIVN)6,0007,500+1,5004,9337,4541.30%+2,521
CLEARWATER ANALYTICS HLDGS I0132,593+132,59302,4560.43%+2,456
INTRA-CELLULAR THERAPIES INC035,300+35,30002,4180.42%+2,418
WNS HLDGS LTD043,898+43,89802,3050.40%+2,305
BLACKROCK SCIENCE AND TECHNOLO(BSTZ)0195,000+195,00003,8820.68%+3,882
INNOVID CORP01,207,627+1,207,62702,2340.39%+2,234
BRIGHTSPIRE CAPITAL INC0450,000+450,00002,5650.45%+2,565
BLACKROCK CAP ALLOCATION TER(BCAT)151,000280,000+129,0002,5164,5950.80%+2,079
BLACKROCK HEALTH SCIENCES TE0135,000+135,00002,0740.36%+2,074
MCGRATH RENTCORP(MGRC)019,450+19,45002,0720.36%+2,072
SELECT SECTOR SPDR TR
ST STR MATER ETF
023,198+23,19802,0490.36%+2,049
CEREVEL THERAPEUTICS HLDNG I050,000+50,00002,0450.36%+2,045
CAPRI HOLDINGS LIMITED
SHS
32,442102,317+69,8751,4703,3850.59%+1,915
VERTEX INC(VERX)051,391+51,39101,8530.32%+1,853
SNAP INC(SNAP)6,5008,500+2,0004,9446,7661.18%+1,822
CARVANA CO(CVNA)014,048+14,04801,8080.31%+1,808
LIQUIDIA CORPORATION(LQDA)0150,000+150,00001,8000.31%+1,800
HIGH INCOME SECS FD0250,000+250,00001,7480.30%+1,748
EVERBRIDGE INC049,858+49,85801,7450.30%+1,745
BLACKROCK MUNICIPAL INCOME(BLK)65,000202,744+137,7447842,5020.44%+1,718
GLOBAL BUSINESS TRAVEL GROUP(GBTG)0257,513+257,51301,7000.30%+1,700
BLACKROCK INNOVATION AND GRW(BTX)0235,000+235,00001,6990.30%+1,699
GABELLI MULTIMEDIA TR INC0316,233+316,23301,6950.29%+1,695
ISHARES TR017,900+17,90001,6430.29%+1,643
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,061+7,06101,5970.28%+1,597
CISCO SYS INC(CSCO)033,505+33,50501,5920.28%+1,592
CORE SCIENTIFIC INC NEW(CORZ)0170,210+170,21001,5830.28%+1,583
BELLRING BRANDS INC(BRBR)027,400+27,40001,5660.27%+1,566
CATALENT INC40,00067,868+27,8682,2583,8160.66%+1,558
SELECT SECTOR SPDR TR
ST STR ENERG ETF
016,772+16,77201,5290.27%+1,529
MATADOR RES CO(MTDR)024,246+24,24601,4450.25%+1,445
REDFIN CORP
NOTE
3,1505,645+2,4951,7273,1620.55%+1,435
SEADRILL 2021 LTD(SDRL)027,683+27,68301,4260.25%+1,426
HIMS AND HERS HEALTH INC(HIMS)069,325+69,32501,4000.24%+1,400
BLACKSTONE MTG TR INC(BXMT)080,000+80,00001,3940.24%+1,394
ALBERTSONS COS INC75,000150,000+75,0001,6082,9630.52%+1,355
FLUOR CORP NEW(FLR)030,776+30,77601,3400.23%+1,340
SABA CAPITAL INCOME AND OPPORT0163,205+163,20501,2730.22%+1,273
HUT 8 CORP(HUT)078,686+78,68601,1800.21%+1,180
ANALOG DEVICES INC(ADI)05,100+5,10001,1640.20%+1,164
ABBOTT LABS18,13130,494+12,3632,0613,1690.55%+1,108
INSULET CORP(PODD)01,000+1,00001,0950.19%+1,095
MARATHON DIGITAL HOLDINGS IN(MARA)054,712+54,71201,0860.19%+1,086
TECNOGLASS INC(TGLS)021,272+21,27201,0670.19%+1,067
HERTZ GLOBAL HLDGS INC0287,229+287,22901,0140.18%+1,014
RUNWAY GROWTH FINANCE CORP0332,933+332,93303,9150.68%+3,915
PAYPAL HLDGS INC(PYPL)016,797+16,79709750.17%+975
DIEBOLD NIXDORF INC(DBD)024,799+24,79909540.17%+954
ATLAS ENERGY SOLUTIONS INC(AESI)047,507+47,50709470.16%+947
AMERICAN HEALTHCARE REIT INC(AHR)063,798+63,79809320.16%+932
COMCAST CORP NEW(CCZ)023,529+23,52909210.16%+921
CORNERSTONE TOTAL RETURN FD(CRF)2,569,3242,569,953+62919,29620,1743.51%+879
VERRA MOBILITY CORP031,920+31,92008680.15%+868
MACOM TECH SOLUTIONS HLDGS I(MTSI)07,654+7,65408530.15%+853
SOLENO THERAPEUTICS INC020,824+20,82408500.15%+850
DIGITALOCEAN HLDGS INC(DOCN)01,000+1,00008410.15%+841
PFIZER INC(PFE)029,723+29,72308320.14%+832
HIGHLAND OPPORTUNITIES151,036300,000+148,9641,0621,8750.33%+813
TSCAN THERAPEUTICS INC0137,490+137,49008040.14%+804
INVESTCORP EUROPE ACQUISITIO150,000220,000+70,0001,6932,4970.43%+804
SPYRE THERAPEUTICS INC(SYRE)033,858+33,85807960.14%+796
DESPEGAR COM CORP060,040+60,04007940.14%+794
AMERICAN SUPERCONDUCTOR CORP032,327+32,32707560.13%+756
WALMART INC(WMT)011,002+11,00207450.13%+745
RIOT PLATFORMS INC(RIOT)081,446+81,44607440.13%+744
ALIGHT INC0100,000+100,00007380.13%+738
SABLE OFFSHORE CORP047,785+47,78507200.13%+720
FLUTTER ENTMT PLC(FLUT)5,74110,151+4,4101,1341,8510.32%+717
METALS ACQUISITION LIMITED052,345+52,34507170.12%+717
JANUS INTERNATIONAL GROUP IN056,308+56,30807110.12%+711
EQUITY COMWLTH55,00090,000+35,0001,0381,7460.30%+708
PACS GROUP INC(PACS)023,560+23,56006950.12%+695
ATLANTICA SUSTAINABLE INFR P031,500+31,50006910.12%+691
EOS ENERGY ENTERPRISES INC(EOSE)0544,350+544,35006910.12%+691
VICTORY CAP HLDGS INC(VCTR)014,231+14,23106790.12%+679
GIGACLOUD TECHNOLOGY INC(GCT)022,230+22,23006760.12%+676
VERIZON COMMUNICATIONS INC(VZ)016,394+16,39406760.12%+676
CYTOKINETICS INC(CYTK)012,468+12,46806760.12%+676
PRAXIS PRECISION MEDICINES I(PRAX)016,328+16,32806750.12%+675
Page 1 of 1