Nicole Restivo
@Ghisallo Capital Management Llc
Latest period2024 - Q3ReportedManaged Assets$2.02BTotal holdings144
Assets growth rate74.07%Assets growth rate (2-Q avg)53.17%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Ghisallo Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 144 positions.
Assets under management
The assets under management (AUM) of Ghisallo Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.02B in assets, with a quarterly growth rate of 74.07% and a 2-quarter average growth rate of 53.17%. The portfolio is managed by Nicole Restivo, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PLTRPalantir Technologies Inc
| 2.31% | $46.549M 1.251M shares@ $37.2 avg price | New Position |
NDAQNasdaq Inc
| 2.17% | $43.806M 600,000 shares@ $73.01 avg price | New Position |
PACSPacs Group Inc
| 2.17% | $43.767M 1.095M shares@ $39.97 avg price | Increased 265% |
CRBGCorebridge Finl Inc
| 2.17% | $43.74M 1.5M shares@ $29.16 avg price | |
PKXPosco Holdings Inc
| 2.08% | $41.994M 600,000 shares@ $69.99 avg price | New Position |
ARMArm Holdings Plc
| 1.77% | $35.752M 250,000 shares@ $143.01 avg price | |
AVBAvalonbay Cmntys Inc
| 1.68% | $33.788M 150,000 shares@ $225.25 avg price | New Position |
CWSTCasella Waste Sys Inc
| 1.48% | $29.847M 300,000 shares@ $99.49 avg price | New Position |
CHWYChewy Inc
| 1.31% | $26.361M 900,000 shares@ $29.29 avg price | New Position |
CAVACava Group Inc
| 1.26% | $25.389M 205,000 shares@ $123.85 avg price | Increased 36.67% |