Fund Holdings — Sandia Investment Management LP

Total Portfolio Value
$79.50M
Total Bought
$10.83M
Total Sold
$33.70M
Net Transaction
-$22.86M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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CHURCHILL CAPITAL CORP IX
UNIT 99/99/9999
0100,000+100,00001,0111.27%+1,011
WAYSTAR HLDG CORP(WAY)040,000+40,00008601.08%+860
UL SOLUTIONS INC(ULS)017,500+17,50007380.93%+738
KENVUE INC(KVUE)10,00050,000+40,0002159091.14%+694
VIKING HOLDINGS LTD(VIK)020,000+20,00006790.85%+679
BRUKER CORP(BRKR)010,000+10,00006380.80%+638
APPLOVIN CORP(APP)07,500+7,50006240.79%+624
MAREX GROUP PLC(MRX)027,500+27,50005500.69%+550
COREBRIDGE FINL INC(CRBD)7,50025,000+17,5002157280.92%+513
MELAR ACQUISITION CORP. I
UNIT 06/10/2029
050,000+50,00005000.63%+500
CENTURI HOLDINGS INC(CTRI)023,900+23,90004660.59%+466
RUBRIK INC.(RBRK)015,172+15,17204650.59%+465
SKYWARD SPECIALTY INS GROUP(SKWD)5,00017,500+12,5001876330.80%+446
ULTRAGENYX PHARMACEUTICAL IN(RARE)07,500+7,50003080.39%+308
PACS GROUP INC(PACS)010,000+10,00002950.37%+295
GORES HOLDINGS IX INC413,824413,82404,3804,6565.86%+276
IBOTTA INC(IBTA)03,500+3,50002630.33%+263
CCC INTELLIGENT SOLUTIONS HL(CCC)020,000+20,00002220.28%+222
API GROUP CORP(APG)7,50013,391+5,8912955040.63%+209
MERCHANTS BANCORP IND(MBIN)05,000+5,00002030.25%+203
TEMPUS AI INC(TEM)03,900+3,90001370.17%+137
BOWHEAD SPECIALTY HLDGS INC(BOW)05,000+5,00001270.16%+127
RAPPORT THERAPEUTICS INC(RAPP)05,000+5,00001160.15%+116
WEBTOON ENTMT INC(WBTN)05,000+5,00001140.14%+114
LAVORO LTD1,098,2501,098,250011,67411,78514.82%+111
ATLANTIC COASTAL AQSTN CORP150,000150,00001,6101,7192.16%+110
ZEEKR INTELLIGENT TECHNOLOGY05,000+5,0000940.12%+94
CENTESSA PHARMACEUTICALS PLC010,000+10,0000900.11%+90
CONTINEUM THERAPEUTICS INC(CTNM)05,000+5,0000880.11%+88
JAMF HLDG CORP05,000+5,0000830.10%+83
MEDIAALPHA INC(MAX)06,000+6,0000790.10%+79
COMPOSECURE INC(GPGI)010,000+10,0000680.09%+68
HAYMAKER ACQUISITION CORP IV
UNIT 99/99/9999
325,000325,00003,3963,4554.35%+59
ADDUS HOMECARE CORP0500+5000580.07%+58
ANNEXON INC(ANNX)010,000+10,0000490.06%+49
STRUCTURE THERAPEUTICS INC01,000+1,0000390.05%+39
TORTOISEECOFIN ACQUISITION C250,000250,00002,6932,7303.43%+38
TMT ACQUISITION CORP125,000125,00001,3361,3731.73%+36
HEICO CORP NEW1,5081,50802322680.34%+36
PEARL HOLDINGS ACQUISITN COR125,000125,00001,3491,3781.73%+29
DMY SQUARED TECHNOLOGY GROUP299,167299,16703,1803,2074.03%+27
WELSBACH TECH METALS ACQU CO112,500112,50001,2301,2541.58%+25
SK GROWTH OPPORTUNITIES CORP316,271316,27103,4953,5184.42%+23
PLUM ACQUISITION CORP III189,720189,72002,0282,0492.58%+21
COLISEUM ACQUISITION CORP93,10393,10301,0011,0201.28%+20
SWIFTMERGE ACQUISITION CORP125,000125,00001,3491,3681.72%+19
EVE MOBILITY ACQUISITION COR96,34296,34201,0541,0701.35%+16
CHURCHILL CAPITAL CORP VII194,971194,97102,0862,1002.64%+14
SPRING VALLEY ACQUISTN CORP92,35392,35301,0151,0271.29%+12
PG&E CORP(PCG)12,50012,50002102180.27%+9
BLOCKCHAIN COINVSTRS ACQ CRP104,615104,61501,1611,1701.47%+8
FOCUS IMPACT BH3 ACQUISITION39,50539,50504154230.53%+8
BLEUACACIA LTD85,03385,03309069131.15%+8
RECURSION PHARMACEUTICALS IN(RXRX)01,000+1,000080.01%+8
AGRICULTURE & NAT SOL ACQ CO
UNIT 99/99/9999
70,00070,00007157210.91%+6
BLUE OCEAN ACQUISITION CORP47,40047,40005245290.67%+5
COMPLETE SOLARIA INC(SPWR)176,59898,108-78,4901061100.14%+4
NABORS ENERGY TRANSITION COR37,07937,07903893920.49%+4
SPARK I ACQUISITION CORP(SPKL)73,47973,47907617640.96%+4
BRIGHTSPRING HEALTH SVCS INC(BTSG)20,00019,293-7072172190.28%+2
COLOMBIER ACQUISITION CORP I74,10074,10007737740.97%+1
SPRING VALLEY ACQUISTN CORP579,498579,498070700.09%0
ZAPATA COMPUTING HLDGS INC0341,500+341,50000—0
SOTERA HEALTH CO(SHC)10,00010,00001201190.15%-1
DYNATRACE INC(DT)2,5002,50001161120.14%-4
BURTECH ACQUISITION CORP77,99677,169-8278658581.08%-7
ATS CORPORATION(ATS)5,0005,00001691620.20%-7
DUN & BRADSTREET HLDGS INC10,00010,0000100930.12%-8
BITCOIN DEPOT INC(BTMCQ)87,79287,79201661580.20%-8
BLEUACACIA LTD1,294,3061,294,306061450.06%-16
BANZAI INTERNATIONAL INC41,25141,25102570.01%-18
89BIO INC8,7868,7860102700.09%-32
AUNA S A
CLASS A
15,00015,00001601200.15%-40
ABIVAX SA(ABVX)10,3717,500-2,871148990.12%-49
DIRECT SELLING ACQUISITIN CO320,6770-320,677510—-51
ALIGHT INC(ALIT)10,0005,000-5,00099370.05%-62
TALOS ENERGY INC(TALO)5,0000-5,000700—-70
BOUNDLESS BIO INC(BOLD)7,5007,5000107290.04%-78
REDDIT INC(RDDT)1,6000-1,600790—-79
GFL ENVIRONMENTAL INC(GFL)2,5000-2,500860—-86
SAFEHOLD INC(SAFE)4,4920-4,492930—-93
MAPLEBEAR INC(CART)2,5000-2,500930—-93
BLUE BIRD CORP2,5000-2,500960—-96
SAVERS VALUE VLG INC(SVV)5,0000-5,000960—-96
REV GROUP INC10,0005,000-5,0002211240.16%-96
FIDELIS INSURANCE HOLDINGS L
COM
5,0000-5,000970—-97
ARAMARK(ARMK)3,0000-3,000980—-98
ENLIGHT RENEWABLE ENERGY LTD(ENLT)5,9920-5,9921010—-101
KLAVIYO INC(KVYO)4,0000-4,0001020—-102
EXPRO GROUP HOLDINGS NV5,4870-5,4871100—-110
HF SINCLAIR CORP(DINO)5,8314,500-1,3313522400.30%-112
BILIBILI INC10,0000-10,0001120—-112
SYMBOTIC INC(SYM)2,5000-2,5001130—-112
CHEWY INC(CHWY)7,5000-7,5001190—-119
VALARIS LTD(VAL)2,0000-2,0001510—-151
ARMADA ACQUISITION CORP I53,50638,506-15,0005934410.55%-152
VERTEX INC(VERX)5,0000-5,0001590—-159
PERMIAN RESOURCES CORP(PR)27,50020,000-7,5004863230.41%-163
BIRKENSTOCK HOLDING PLC(BIRK)3,5000-3,5001650—-165
SMITH DOUGLAS HOMES CORP(SDHC)6,0000-6,0001780—-178
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Sandia Investment Management LP — 13F Holdings — Q2 2024 | TickerTrail