Stoic Point Capital Management LLC

Est. AUM

$102.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EVOLV TECHNOLOGIES HLDNGS IN	COM CL A	$34.9M	5765507	33.94%	SOLE
2	LUXEXPERIENCE BV	SPONSORED ADS	$13.1M	1640509	12.77%	SOLE
3	HIPPO HLDGS INC	COM NEW	$6.5M	251116	6.37%	SOLE
4	AVEPOINT INC	COM CL A	$4.6M	485603	4.49%	SOLE
5	TABOOLA.COM LTD	ORD SHS	$3.8M	1236201	3.73%	SOLE
6	SMARTRENT INC	COM CL A	$3.5M	2335993	3.41%	SOLE
7	BUTTERFLY NETWORK INC	COM CL A	$2.4M	582850	2.29%	SOLE
8	SPRINKLR INC	CL A	$2.2M	367437	2.14%	SOLE
9	MEDIAALPHA INC	CL A	$2.1M	221041	2.00%	SOLE
10	OMADA HEALTH INC	COM	$1.8M	145591	1.78%	SOLE
11	WEALTHFRONT CORP	COM	$1.7M	181555	1.63%	SOLE
12	WALDENCAST PLC	CLASS A ORD SHS	$1.6M	1637010	1.51%	SOLE
13	BLEND LABS INC	CL A	$1.4M	840293	1.39%	SOLE
14	TERRESTRIAL ENERGY INCPUT	COM SHS	$1.3M	42000	1.23%	SOLE
15	ADVANTAGE SOLUTIONS INC	COM NEW CL A	$1.1M	53086	1.09%	SOLE
16	SOREN ACQUISITION CORP	UNIT 12/19/2030	$1.0M	104601	1.01%	SOLE
17	TAILWIND 2.0 ACQUISITION COR	UNIT 11/07/2030	$1.0M	100000	0.99%	SOLE
18	ACTIVATE ENERGY ACQUISIT COR	UNIT 11/10/2030	$1.0M	100000	0.97%	SOLE
19	BITCOIN INFRASTRUCTURE ACQUI	UNIT 11/06/2030	$1.0M	100000	0.97%	SOLE
20	FG IMPERII ACQUISITION CORP	UNIT 10/14/2030	$997K	100000	0.97%	SOLE
21	ALUSSA ENERGY ACQUISIT CORP	UNIT 99/99/9999	$994K	98000	0.97%	SOLE
22	ZEVIA PBC	CL A	$867K	741168	0.84%	SOLE
23	KOCHAV DEFENSE ACQUI CO	SHS CL A	$689K	67225	0.67%	SOLE
24	CHAMPIONSGATE ACQUISITION CO	SHS CL A	$688K	67198	0.67%	SOLE
25	LEGATO MERGER CORP IV	UNIT 99/99/9999	$649K	65000	0.63%	SOLE
26	SC II ACQUISITION CORP	UNIT 11/06/2030	$590K	57749	0.57%	SOLE
27	IRON HORSE ACQUISIT II CORP	UNIT 07/11/2030	$547K	55000	0.53%	SOLE
28	ABONY ACQUISITION CORP I	UNIT 01/29/2031	$546K	55000	0.53%	SOLE
29	IDEA ACQUISITION CORP	UNIT 01/06/2031	$545K	55000	0.53%	SOLE
30	VIKING ACQUISITION CORP I	UNIT 99/99/9999	$512K	50000	0.50%	SOLE
31	BLUEPORT ACQUISITION LTD	UNIT 10/22/2030	$508K	50000	0.49%	SOLE
32	CRANE HBR ACQUISITION CORP I	UNIT 12/09/2030	$505K	50000	0.49%	SOLE
33	INVEST GREEN ACQUISITION COR	UNIT 11/04/2030	$505K	50000	0.49%	SOLE
34	AMERICAN DRIVE ACQUISITION C	UNIT 12/04/2030	$504K	50638	0.49%	SOLE
35	SILVERBOX CORP V	UNIT 99/99/9999	$503K	50000	0.49%	SOLE
36	GENERAL PURP ACQUISITION COR	UNIT 12/03/2030	$500K	50000	0.49%	SOLE
37	LAUNCHPAD CADENZA ACQU CORP	UNIT 12/15/2030	$499K	50000	0.49%	SOLE
38	MESHFLOW ACQUISITION CORP	UNIT 11/19/2030	$498K	50000	0.48%	SOLE
39	ITHAX ACQUISITION CORP III	UNIT 11/17/2030	$498K	50000	0.48%	SOLE
40	BETTER HOME & FINANCE HOLDIN	COM NEW CL A	$466K	13100	0.45%	SOLE
41	CAMBRIDGE ACQUISITION CORP	UNIT 01/30/2031	$460K	46204	0.45%	SOLE
42	PLAYSTUDIOS INC	CLASS A COM	$404K	862771	0.39%	SOLE
43	GIGCAPITAL8 CORP	ORD CL A	$394K	39583	0.38%	SOLE
44	LAFAYETTE ACQUISITION CORP	UNIT 10/24/2030	$375K	37399	0.36%	SOLE
45	PIONEER ACQUISITION I CORP	CL A ORD SHS	$342K	33775	0.33%	SOLE
46	OXLEY BRIDGE ACQ LTD	USD CL A ORD SHS	$326K	32200	0.32%	SOLE
47	COHEN CIRCLE ACQUISIT CORP I	UNIT 07/01/2030	$258K	25000	0.25%	SOLE
48	GLOBA TERRA ACQUISITION COR	CL A ORD SHS	$254K	25000	0.25%	SOLE
49	D. BORAL ARC ACQ I CORP.	SHS CL A	$250K	24800	0.24%	SOLE
50	BLUEROCK ACQUISITION CORP	UNIT 11/06/2030	$250K	25000	0.24%	SOLE

1–50 of 63

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