Fund HoldingsCannon Global Investment Management, LLC

Total Portfolio Value
$41.33M
Total Bought
$34.02M
Total Sold
$23.00M
Net Transaction
+$11.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO QQQ TR(Put)013,000+13,00007,503+7,503
SUN CMNTYS INC(SUI)011,900+11,90001,4993.63%+1,499
QIAGEN NV(QGEN)034,400+34,40001,3773.33%+1,377
TERNS PHARMACEUTICALS INC(Call)025,000+25,00001,318+1,318
MADRIGAL PHARMACEUTICALS INC(MDGL)(Call)02,000+2,00001,047+1,047
ELECTRONIC ARTS INC(EA)1,1006,000+4,9002251,2232.96%+998
REVOLUTION MEDICINES INC(RVMD)08,500+8,50008272.00%+827
ALNYLAM PHARMACEUTICALS INC(ALNY)02,400+2,40007941.92%+794
ESTABLISHMENT LABS HLDGS INC(ESTA)013,000+13,00007381.79%+738
CELLEBRITE DI LTD(CLBT)052,500+52,50007231.75%+723
FERGUSON ENTERPRISES INC(FERG)03,000+3,00007001.69%+700
JFROG LTD(FROG)014,100+14,10006621.60%+662
HINGE HEALTH INC(HNGE)015,900+15,90006131.48%+613
CHIME FINL INC(CHYM)031,004+31,00405811.41%+581
KINIKSA PHARMACEUTICALS INTL(KNSA)011,000+11,00005301.28%+530
PENUMBRA INC(PEN)01,600+1,60005251.27%+525
JETBLUE AIRWAYS CORP(JBLU)0118,000+118,00005221.26%+522
SUNBELT RENTALS HOLDINGS INC(SUNB)08,000+8,00005211.26%+521
CANTOR EQUITY PARTNERS II IN
CL A ORD SHS
38,90088,000+49,1004389582.32%+520
CLEARWATER ANALYTICS HLDGS I020,900+20,90004941.20%+494
TRIPADVISOR INC(TRIP)046,200+46,20004921.19%+492
TERNS PHARMACEUTICALS INC09,000+9,00004741.15%+474
CYTOMX THERAPEUTICS INC.096,100+96,10004521.09%+452
POPULAR INC(BPOP)2,6005,700+3,1003247651.85%+441
DIANTHUS THERAPEUTICS INC(DNTH)05,100+5,10004281.04%+428
GFL ENVIRONMENTAL INC(GFL)010,000+10,00004171.01%+417
MONRO INC025,500+25,50004090.99%+409
LIGHTWAVE LOGIC INC(LWLG)055,000+55,00003870.94%+387
CHENIERE ENERGY INC(LNG)5,5005,100-4001,0691,4473.50%+378
ABIVAX SA(ABVX)2,1826,000+3,8182946681.62%+374
DLOCAL LTD(DLO)027,900+27,90003620.88%+362
BABCOCK & WILCOX ENTERPRISES(BW)024,500+24,50003600.87%+360
BARON ETF TR
FIRST PRINC ETF
015,600+15,60003570.86%+357
ATRIUM THERAPEUTICS INC025,087+25,08703350.81%+335
UL SOLUTIONS INC(ULS)03,400+3,40002910.71%+291
SPRING VY ACQUISITION CORP I
SHS CL A
027,500+27,50002790.68%+279
MEDLINE INC(MDLN)06,000+6,00002670.65%+267
HOLOGIC INC03,500+3,50002650.64%+265
CAESARS ENTERTAINMENT INC NE(CZR)010,000+10,00002640.64%+264
THERAVANCE BIOPHARMA INC(TBPH)016,047+16,04702600.63%+260
PAYMENTUS HOLDINGS INC(PAY)010,100+10,10002570.62%+257
BIOCRYST PHARMACEUTICALS INC(BCRX)026,600+26,60002530.61%+253
DAMORA THERAPEUTICS INC(DMRA)09,300+9,30002410.58%+241
GOLDEN ENTMT INC08,800+8,80002350.57%+235
BROWN FORMAN CORP(BF-A)08,800+8,80002330.56%+233
NORFOLK SOUTHN CORP(NSC)6,2007,000+8001,7902,0094.86%+219
INVIVYD INC0161,000+161,00002090.51%+209
VOR BIOPHARMA INC(VOR)011,700+11,70002090.51%+209
UNIQURE NV(QURE)012,200+12,20001990.48%+199
SS&C TECH HLDGS(SSNC)8,60014,000+5,4007529462.29%+194
CRESCENT BIOPHARMA INC.010,200+10,20001870.45%+187
CANTOR EQUITY PARTNERS I INC102,500118,000+15,5001,0671,2393.00%+172
ZOOM COMMUNICATIONS INC(ZM)13,20016,300+3,1001,1391,3103.17%+171
CONTINEUM THERAPEUTICS INC013,000+13,00001700.41%+170
RENATUS TACTICAL ACQUIS
SHS CL A
76,06592,700+16,6358129532.31%+141
OCUGEN INC070,000+70,00001270.31%+127
CHART INDS INC(GTLS)3,3003,900+6006818061.95%+126
KODIAK AI INC.(KDK)017,200+17,20001190.29%+119
GAMESTOP CORP NEW
*W EXP 10/30/202
35,90057,400+21,5001082220.54%+114
CENTURY THERAPEUTICS INC049,000+49,00001110.27%+111
FOSSIL GROUP INC025,600+25,60001100.27%+110
CANTOR EQUITY PARTNERS III I
SHS CL A
74,00083,800+9,8007558642.09%+109
MINERVA NEUROSCIENCES INC017,758+17,75801070.26%+107
CANTOR EQUITY PARTNERS IV IN
SHS CL A
65,00075,700+10,7006687711.87%+103
ORCHESTRA BIOMED HLDGS INC022,607+22,6070960.23%+96
HENNESSY CAP INVT CORP VII
ORD SHS CL A
50,80058,000+7,2005266001.45%+75
BERTO ACQUISITION CORP37,00041,700+4,7003754271.03%+52
BOLD EAGLE ACQUISITION CORP25,00028,300+3,3002652990.72%+34
DIGITAL ASSET ACQUISITION CO16,50019,400+2,9001681990.48%+31
STAAR SURGICAL CO(STAA)16,50021,800+5,3003814080.99%+27
GP-ACT III ACQUISITION CORP14,50016,700+2,2001551810.44%+26
LAUNCH TWO ACQUISITION CORP.11,00012,600+1,6001151340.32%+18
MADRIGAL PHARMACEUTICALS INC(MDGL)700800+1004084191.01%+11
FOX CORP(FOX)16,60019,200+2,6001,0781,0202.47%-58
GEN DIGITAL INC(GEN)21,01368,065+47,05295320.08%-63
ISHARES BITCOIN TRUST ETF(IBIT)10,60010,60005264070.99%-119
KENNEDY-WILSON HOLDINGS INC27,50010,500-17,0002661140.27%-152
TRUECAR INC100,7000-100,7002280-228
COEUR MNG INC(CDE)14,5000-14,5002590-259
CITY OFFICE REIT INC40,0000-40,0002800-280
ZIM INTEGRATED SHIPPING SERV
SHS
14,0000-14,0002970-297
ALLISON TRANSMISSION HLDGS I(ALSN)4,0000-4,0003920-392
WENDYS CO(WEN)48,5000-48,5004040-404
AXOGEN INC(AXGN)12,5000-12,5004090-409
REDDIT INC(RDDT)3,2002,400-8007363230.78%-412
MARVELL TECHNOLOGY INC(MRVL)16,5009,800-6,7001,4029712.35%-431
ONEMAIN HLDGS INC(OMF)6,5000-6,5004390-439
COMPASS INC(COMP)43,0800-43,0804550-455
TEGNA INC25,0000-25,0004850-485
TOAST INC(TOST)15,0000-15,0005330-533
AMERICAN INTL GROUP INC6,5000-6,5005560-556
CYBERARK SOFTWARE LTD1,3000-1,3005800-580
MODINE MFG CO(MOD)4,4000-4,4005870-587
AFFIRM HLDGS INC(AFRM)8,0000-8,0005950-595
AMERICAN HEALTHCARE REIT INC(AHR)12,7000-12,7005980-598
LYFT INC(LYFT)31,5000-31,5006100-610
VEEVA SYS INC(VEEV)3,0000-3,0006700-670
UNIFIRST CORP MASS(UNF)6,8002,500-4,3001,3126291.52%-683
DAYFORCE INC10,0000-10,0006920-692
MOLINA HEALTHCARE INC(MOH)4,0000-4,0006940-694
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