Gritstone Asset Management LLC 13F 持仓 · 2026年Q2
Gritstone Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 174 只证券，申报市值合计 1.04 亿美元。前几大持仓：ARCC（7.97%）、OACC（4.06%）、ALDF（4.05%）。本季前 25 大持仓中：新建仓 7 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ARCC | ARES CAPITAL CORP | $8.3M | 7.97% | 447,088 | 新建仓 |
| 2 | OACC | OAKTREE ACQUISITION CORP III | $4.2M | 4.06% | 394,908 | 持平 |
| 3 | ALDF | ALDEL FINL II INC | $4.2M | 4.05% | 394,214 | 持平 |
| 4 | AACU | ARES ACQUISITION CORP III | $2.5M | 2.42% | 250,000 | 新建仓 |
| 5 | BEAG | BOLD EAGLE ACQUISITION CORP | $2.1M | 2.00% | 194,488 | 减持 |
| 6 | AACB | ARTIUS II ACQUISITION INC | $2.1M | 1.99% | 197,656 | 持平 |
| 7 | HVII | HENNESSY CAP INVT CORP VII | $2.1M | 1.99% | 197,899 | 持平 |
| 8 | RAC | RITHM ACQUISITION CORP | $2.1M | 1.99% | 197,598 | 持平 |
| 9 | NWAX | NEW AMER ACQUISITION I CORP | $2.0M | 1.90% | 195,000 | 持平 |
| 10 | RREV | RRE VENTURES ACQUISITION COR | $2.0M | 1.90% | 200,000 | 新建仓 |
| 11 | IEAG | INFINITE EAGLE ACQUISITION C | $1.8M | 1.70% | 175,000 | 新建仓 |
| 12 | ZKP | LAFAYETTE DIGITAL ACQUISITIO | $1.7M | 1.68% | 175,000 | 新建仓 |
| 13 | KFII | K&F GROWTH ACQUISITION CORP | $1.6M | 1.51% | 148,743 | 持平 |
| 14 | LPBB | LAUNCH TWO ACQUISITION CORP. | $1.6M | 1.51% | 146,820 | 持平 |
| 15 | TLNC | TALON CAP CORP | $1.5M | 1.49% | 150,000 | 持平 |
| 16 | LFAC | LEAPFROG ACQUISITION CORP | $1.5M | 1.44% | 150,000 | 持平 |
| 17 | SVCC | STELLAR V CAP CORP | $1.4M | 1.36% | 133,770 | 持平 |
| 18 | NHIC | NEWHOLD INVT CORP III | $1.3M | 1.29% | 123,541 | 持平 |
| 19 | HVMC | HIGHVIEW MERGER CORP | $1.3M | 1.24% | 127,021 | 持平 |
| 20 | CLBR | COLOMBIER ACQUISITION CORP I | $1.3M | 1.23% | 125,000 | 新建仓 |
| 21 | SOCA | SOLARIUS CAPITAL ACQU CORP | $1.3M | 1.23% | 125,000 | 持平 |
| 22 | GHXIU | GORES HOLDINGS XI INC | $1.3M | 1.22% | 125,000 | 新建仓 |
| 23 | OBA | OXLEY BRIDGE ACQ LTD | $1.3M | 1.22% | 124,293 | 持平 |
| 24 | OTGA | OTG ACQUISITION CORP. I | $1.3M | 1.22% | 125,000 | 持平 |
| 25 | ALUB | ALUSSA ENERGY ACQUISIT CORP | $1.3M | 1.21% | 125,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR