Fund HoldingsLepercq De Neuflize Asset Management LLC

Total Portfolio Value
$137.98M
Total Bought
$3.62M
Total Sold
$36.25M
Net Transaction
-$32.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
POWER INTEGRATIONS INC(POWI)010,000+10,00005120.37%+512
ENPHASE ENERGY INC(ENPH)010,000+10,00003780.27%+378
SILVACO GROUP INC88,08395,727+7,6443576780.49%+321
FIGX CAP ACQUISITION CORP.
*W EXP 06/17/203
11,679150,000+138,3213410.03%+37
CHENGHE ACQUISITION III CO0150,000+150,0000360.03%+36
WETOUCH TECHNOLOGY INC133,908163,954+30,0461792110.15%+31
TGE VALUE CREATIVE SOLUTIONS0100,000+100,0000290.02%+29
SOLARIUS CAPITAL ACQU CORP
*W EXP 07/10/203
24,960120,000+95,0407310.02%+24
GENERAL PURP ACQUISITION COR
*W EXP 12/03/203
0100,000+100,0000240.02%+24
ITHAX ACQUISITION CORP III0100,000+100,0000240.02%+24
LIONHEART HOLDINGS0200,000+200,0000230.02%+23
GP-ACT III ACQUISITION CORP0150,000+150,0000210.02%+21
COPLEY ACQUISITION CORP0100,000+100,0000150.01%+15
CO2 ENERGY TRANSITION CORP33,95393,953+60,0006100.01%+5
VENDOME ACQUISITION CORP I018,018+18,018050.00%+5
LIGHTWAVE ACQUISITION CORP40,00053,640+13,64011130.01%+2
GLOBA TERRA ACQUISITION COR
*W EXP 06/17/203
167,348167,348021210.02%0
DUNE ACQUISITION CORP II
*W EXP 04/04/203
121,237121,237036350.03%-1
OXLEY BRIDGE ACQ LTD
*W EXP 06/17/203
370,000370,000081740.05%-7
D. BORAL ARC ACQ I CORP.
*W EXP 07/23/203
25,0000-25,00090-9
PIONEER ACQUISITION I CORP266,000266,000069480.03%-21
CLARUS CORP NEW68,40053,700-14,7002291460.11%-83
COTWO ADVISORS PHYSICAL EURO(CTWO)66,23557,330-8,9051,3159040.66%-410
QORVO INC(QRVO)18,7008,700-10,0001,5806730.49%-907
VANGUARD INDEX FDS75,98976,188+19947,65545,52633.00%-2,129
STATE STR SPDR S&P 500 ETF T(SPY)115,245108,716-6,52978,58870,70251.24%-7,886
ISHARES TR466,000183,230-282,77044,75017,79712.90%-26,953
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