GRITSTONE ASSET MANAGEMENT LLC

Est. AUM

$93.65B

13F long equity, this entity only

Positions

154

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	OAKTREE ACQUISITION CORP III	SHS CL A	$4.18B	394908	4.46%	SOLE
2	ALDEL FINL II INC	CL A	$4.16B	394214	4.45%	SOLE
3	BOLD EAGLE ACQUISITION CORP	CL A	$3.64B	344488	3.88%	SOLE
4	LIONHEART HOLDINGS	SHS CL A	$3.13B	291012	3.34%	SOLE
5	CENTURION ACQUISITION CORP	SHS CL A	$3.13B	290988	3.34%	SOLE
6	INFINITE EAGLE ACQUISITION C	UNIT 01/13/2031	$3.04B	300000	3.25%	SOLE
7	RITHM ACQUISITION CORP	CL A	$2.06B	197598	2.19%	SOLE
8	HENNESSY CAP INVT CORP VII	ORD SHS CL A	$2.05B	197899	2.19%	SOLE
9	ARTIUS II ACQUISITION INC	SHS CL A	$2.04B	197656	2.18%	SOLE
10	NEW AMER ACQUISITION I CORP	COM SHS CL A	$1.95B	195000	2.08%	SOLE
11	GRAF GLOBAL CORP	ORD SHS CL A	$1.87B	174665	2.00%	SOLE
12	LAFAYETTE DIGITAL ACQUISITIO	UNIT 12/23/2030	$1.74B	175000	1.86%	SOLE
13	LAUNCH TWO ACQUISITION CORP.	ORD SHS CL A	$1.56B	146820	1.66%	SOLE
14	K&F GROWTH ACQUISITION CORP	SHS CL A	$1.55B	148743	1.66%	SOLE
15	TALON CAP CORP	ORD SHS CL A	$1.53B	150000	1.63%	SOLE
16	LEAPFROG ACQUISITION CORP	CL A ORD SHS	$1.49B	150000	1.59%	SOLE
17	STELLAR V CAP CORP	SHS CL A	$1.40B	133770	1.49%	SOLE
18	NEWHOLD INVT CORP III	ORD SHS CL A	$1.28B	123541	1.37%	SOLE
19	HIGHVIEW MERGER CORP	ORD SH CL A	$1.28B	127021	1.36%	SOLE
20	COLOMBIER ACQUISITION CORP I	UNIT 99/99/9999	$1.27B	125000	1.36%	SOLE
21	SOLARIUS CAPITAL ACQU CORP	SHS CL A	$1.27B	125000	1.36%	SOLE
22	OXLEY BRIDGE ACQ LTD	USD CL A ORD SHS	$1.26B	124293	1.34%	SOLE
23	OTG ACQUISITION CORP. I	ORD CL A	$1.26B	125000	1.34%	SOLE
24	SILICON VY ACQUISITION CORP	UNIT 12/08/2030	$1.25B	125000	1.34%	SOLE
25	LAUNCHPAD CADENZA ACQU CORP	UNIT 12/15/2030	$1.25B	125000	1.33%	SOLE
26	ALUSSA ENERGY ACQUISIT CORP	ORD SHS CL A	$1.25B	125000	1.33%	SOLE
27	BLUEROCK ACQUISITION CORP	USD CL A ORD SHS	$1.24B	125000	1.32%	SOLE
28	KPET ULTRA PACELINE CORP	UNIT 99/99/9999	$1.21B	121280	1.30%	SOLE
29	ALDABRA 4 LQDTY OPP VEH INC	UNIT 12/23/2030	$1.18B	118214	1.26%	SOLE
30	GALATA ACQUISITION CORP II	ORD SHS CL A	$1.06B	106256	1.13%	SOLE
31	FACT II ACQUISITION CORP	ORD SHS CL A	$1.05B	100000	1.12%	SOLE
32	ARCHIMEDES TECH SPAC PARTNER	ORD SHS	$1.03B	99081	1.10%	SOLE
33	RICE ACQUISITION CORP 3	ORD SHS CL A	$1.03B	100000	1.10%	SOLE
34	GESHER ACQUISITION CORP. II	USD CL A ORD SHS	$1.02B	98832	1.09%	SOLE
35	SIZZLE ACQUISITION CORP. II	USD CL A ORD SHS	$1.02B	98992	1.09%	SOLE
36	TITAN ACQUISITION CORP	CL A	$1.02B	98764	1.09%	SOLE
37	CARTESIAN GROWTH CORP III	COM CL A	$1.01B	98853	1.08%	SOLE
38	BERTO ACQUISITION CORP	ORD SHS	$1.01B	98853	1.08%	SOLE
39	REPUBLIC DIGITAL ACQUISITION	USD CL A ORD SHS	$1.01B	98850	1.08%	SOLE
40	JENA ACQUISITION CORP II	USD CL A ORD SHS	$1.01B	98857	1.08%	SOLE
41	WEN ACQUISITION CORP	COM CL A	$1.01B	98857	1.07%	SOLE
42	KENSINGTON CAP ACQUIST CORP	UNIT 99/99/9999	$1.00B	100000	1.07%	SOLE
43	KRAKACQUISITION CORPORATION	UNIT 12/23/2030	$1.00B	100000	1.07%	SOLE
44	VINE HILL CAP INVTS CORP II	UNIT 11/25/2030	$1.00B	100000	1.07%	SOLE
45	HENNESSY CAP INVTS CORP VIII	UNIT 02/02/2031	$1.00B	100000	1.07%	SOLE
46	EQV VENTURES AC CORP. II	ORD SHS CL A	$997.5M	98865	1.07%	SOLE
47	CAMBRIDGE ACQUISITION CORP	UNIT 01/30/2031	$996.0M	100000	1.06%	SOLE
48	DAEDALUS SPL ACQUISITION COR	USD CL A ORD SHS	$991.0M	100000	1.06%	SOLE
49	ACTIVATE ENERGY ACQUISIT COR	CL A ORD SHS	$989.0M	100000	1.06%	SOLE
50	LIVE OAK ACQUISITION CORP V	CL A SHS	$901.0M	86636	0.96%	SOLE

1–50 of 154

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.