Fund Holdings — Sandia Investment Management LP

Total Portfolio Value
$101.65M
Total Bought
$20.60M
Total Sold
$63.10M
Net Transaction
-$42.50M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2023
▲▼
Q1 2024
▲▼
Change
▲▼
Q4 2023
▲▼
Q1 2024
▲▼
Weight (%)
▲▼
Change
▲▼
SCREAMING EAGLE ACQUISITN CO378,000753,000+375,0004,0078,0577.93%+4,050
GLOBAL PARTNER ACQISTN CORP0193,254+193,25402,1802.14%+2,180
SWIFTMERGE ACQUISITION CORP0125,000+125,00001,3491.33%+1,349
TMT ACQUISITION CORP0125,000+125,00001,3361.31%+1,336
SPRING VALLEY ACQUISTN CORP092,353+92,35301,0151.00%+1,015
GE HEALTHCARE TECHNOLOGIES I(GEHC)011,000+11,00001,0000.98%+1,000
DUTCH BROS INC(BROS)022,500+22,50007430.73%+743
INTAPP INC(INTA)020,000+20,00006860.67%+686
POWERSCHOOL HOLDINGS INC030,000+30,00006390.63%+639
CAPITALWORKS EMNG MKTS ACQST68,400125,000+56,6007441,3761.35%+632
BBB FOODS INC(TBBB)025,000+25,00005950.58%+595
KEURIG DR PEPPER INC(KDP)10,00030,000+20,0003339200.91%+587
NASDAQ INC(NDAQ)08,362+8,36205280.52%+528
AMER SPORTS INC(AS)026,100+26,10004250.42%+425
HF SINCLAIR CORP(DINO)05,831+5,83103520.35%+352
MATADOR RES CO(MTDR)05,000+5,00003340.33%+334
KASPI KZ JSC(KSPI)02,500+2,50003220.32%+322
ANHEUSER BUSCH INBEV SA/NV(BUD)05,000+5,00003040.30%+304
API GROUP CORP(APG)07,500+7,50002950.29%+295
PERMIAN RESOURCES CORP(PR)15,00027,500+12,5002044860.48%+282
TD SYNNEX CORPORATION(SNX)2,9905,000+2,0103225660.56%+244
DELL TECHNOLOGIES INC(DELL)02,000+2,00002280.22%+228
REV GROUP INC010,000+10,00002210.22%+221
BRIGHTSPRING HEALTH SVCS INC(BTSG)020,000+20,00002170.21%+217
SHARKNINJA INC(SN)5,0007,500+2,5002564670.46%+211
NAPCO SEC TECHNOLOGIES INC(NSSC)05,000+5,00002010.20%+201
VIPER ENERGY INC(VNOM)05,000+5,00001920.19%+192
SMITH DOUGLAS HOMES CORP(SDHC)06,000+6,00001780.18%+178
AUNA S A
CLASS A
015,000+15,00001600.16%+160
VERTEX INC(VERX)05,000+5,00001590.16%+159
ODDITY TECH LTD
SHS CL A
4,4908,000+3,5102093480.34%+139
SOTERA HEALTH CO(SHC)010,000+10,00001200.12%+120
CHEWY INC(CHWY)07,500+7,50001190.12%+119
SYMBOTIC INC(SYM)02,500+2,50001130.11%+113
BILIBILI INC010,000+10,00001120.11%+112
LAVORO LTD1,098,2501,098,250011,56411,67411.49%+110
BOUNDLESS BIO INC(BOLD)07,500+7,50001070.11%+107
AIMEI HEALTH TECHNOLOGY CO L
UNIT 11/17/2028
142,000142,00001,4481,5441.52%+95
REDDIT INC(RDDT)01,600+1,6000790.08%+79
TALOS ENERGY INC(TALO)05,000+5,0000700.07%+70
DIRECT SELLING ACQUISITIN CO0320,677+320,6770510.05%+51
GORES HOLDINGS IX INC413,824413,82404,3494,3804.31%+30
BATTERY FUTURE ACQUISITION C200,000200,00002,1702,2002.16%+30
BURTECH ACQUISITION CORP77,99677,99608378650.85%+28
COLOMBIER ACQUISITION CORP I74,10074,10007477730.76%+26
BANZAI INTERNATIONAL INC041,251+41,2510250.02%+25
ATLANTIC COASTAL AQSTN CORP150,000150,00001,5871,6101.58%+23
EXPRO GROUP HOLDINGS NV5,4875,4870871100.11%+22
WELSBACH TECH METALS ACQU CO112,500112,50001,2091,2301.21%+21
VALARIS LTD(VAL)2,0002,00001371510.15%+13
BLUE BIRD CORP3,0802,500-58083960.09%+13
BLUE OCEAN ACQUISITION CORP47,40047,40005115240.52%+13
EVE MOBILITY ACQUISITION COR96,34296,34201,0411,0541.04%+13
INCEPTION GROWTH ACQUSTN LTD62,50062,50006666790.67%+13
DP CAP ACQUISITION CORP I105,570105,57001,1501,1611.14%+12
SPARK I ACQUISITION CORP(SPKL)73,47973,47907497610.75%+11
PEARL HOLDINGS ACQUISITN COR125,000125,00001,3391,3491.33%+10
ARES ACQUISITION CORP II76,03476,03407988050.79%+7
AGRICULTURE & NAT SOL ACQ CO
UNIT 99/99/9999
70,00070,00007117150.70%+4
ALCHEMY INVTS ACQUISITN CORP
UNIT 11/30/2027
17,04817,04801791810.18%+2
89BIO INC8,9868,786-2001001020.10%+2
NABORS ENERGY TRANSITION COR37,07937,07903893890.38%0
PLUM ACQUISITION CORP III189,720189,72002,0302,0282.00%-2
SPRING VALLEY ACQUISTN CORP512,125579,498+67,37372700.07%-2
BIRKENSTOCK HOLDING PLC(BIRK)3,5003,50001711650.16%-5
BLEUACACIA LTD85,03385,03309149060.89%-9
PRIME MEDICINE INC(PRME)1,0840-1,084100—-10
PROJECT ENERGY REIMAGINED AC195,000194,900-1002,0612,0502.02%-11
SAFEHOLD INC(SAFE)4,4924,4920105930.09%-13
ENLIGHT RENEWABLE ENERGY LTD(ENLT)5,9925,99201151010.10%-13
ALIGHT INC(ALIT)14,97010,000-4,970128990.10%-29
FIDELIS INSURANCE HOLDINGS L
COM
10,0005,000-5,000127970.10%-29
NEW YORK CMNTY BANCORP INC2,9900-2,990310—-31
SAGIMET BIOSCIENCES INC(SGMT)5,9860-5,986320—-32
LEGALZOOM COM INC(LZ)2,9900-2,990340—-34
COGENT BIOSCIENCES INC(COGT)5,9800-5,980350—-35
BLEUACACIA LTD2,035,5681,294,306-741,262102610.06%-41
ACELYRIN INC5,9800-5,980450—-45
ATS CORPORATION(ATS)5,0005,00002151690.17%-47
MAPLEBEAR INC(CART)5,9802,500-3,480140930.09%-47
BIOMEA FUSION INC(BMEA)3,7150-3,715540—-54
IMMUNOGEN INC2,0000-2,000590—-59
SAVERS VALUE VLG INC(SVV)8,9715,000-3,971156960.09%-60
KLAVIYO INC(KVYO)6,0004,000-2,0001671020.10%-65
ABIVAX SA(ABVX)20,00010,371-9,6292141480.15%-66
ARAMARK(ARMK)5,9923,000-2,992168980.10%-71
ECOVYST INC(ECVT)7,5000-7,500730—-73
DUN & BRADSTREET HLDGS INC15,00010,000-5,0001761000.10%-75
SQUARESPACE INC2,3920-2,392790—-79
GATES INDL CORP PLC
ORD SHS
5,9800-5,980800—-80
DAY ONE BIOPHARMACEUTICALS I
COM
5,9800-5,980870—-87
HESAI GROUP(HSAI)9,8240-9,824880—-88
4D MOLECULAR THERAPEUTICS IN4,4860-4,486910—-91
SI-BONE INC(SIBN)4,5460-4,546950—-95
PORTILLOS INC(PTLO)5,9970-5,997960—-96
CLEARWATER ANALYTICS HLDGS I5,0000-5,0001000—-100
TORM PLC(TRMD)3,3500-3,3501020—-102
ENGAGESMART INC4,6350-4,6351060—-106
CRINETICS PHARMACEUTICALS IN(CRNX)2,9900-2,9901060—-106
US FOODS HLDG CORP(USFD)2,4490-2,4491110—-111
Page 1 of 2