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Portfolio (Quarterly) Guide ↗

HEIGHTS CAPITAL MANAGEMENT, INC

· CIK 0001081698
13F Portfolio $359M AUM 265 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New 23 Reduced 65 Exited
Page 9 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COLUMBUS CIRCLE CAP CORP II 25,000.0 $248K 0.07% NEW $9.94
162 TLNC TALON CAP CORP Financial Services 24,104.0 $247K 0.07% NEW $10.25 -0.2%
163 LAUNCHPAD CADENZA ACQU CORP 20,000.0 $200K 0.06% $10.00
164 AVERIN CAP ACQUISITION CORP 20,000.0 $200K 0.06% NEW $9.99
165 EUREKA ACQUISITION CORP 15,400.0 $175K 0.05% $11.34
166 LATA GALATA ACQUISITION CORP II Financial Services 15,000.0 $150K 0.04% NEW $9.99 +0.6%
167 HAVA HARVARD AVE ACQUISITION CORP Financial Services 10,000.0 $100K 0.03% NEW $10.01 +0.6%
168 BLEICHROEDER ACQUISITI CORP 93,182.0 $89K 0.03% NEW $0.95
169 NMP ACQUISITION CORP 439,562.0 $88K 0.03% -10K -2.3% $0.20
170 AMPLITECH GROUP INC 1,230,000.0 $86K 0.02% NEW $0.07
171 JACKSON ACQUISITION CO II 700,000.0 $81K 0.02% $0.12
172 BRIACELL THERAPEUTICS CORP 540,098.0 $76K 0.02% -5K -0.8% $0.14
173 AMPLITECH GROUP INC 1,230,000.0 $75K 0.02% NEW $0.06
174 AI INFRASTRUCTURE ACQUISI 300,000.0 $75K 0.02% NEW $0.25
175 KOCHAV DEFENSE ACQUI CO 306,546.0 $73K 0.02% -54K -15.1% $0.24
176 ARMADA ACQUISITION CORP II 95,633.0 $57K 0.02% $0.60
177 TWELVE SEAS INVT CO III 350,000.0 $53K 0.01% NEW $0.15
178 CARTESIAN GROWTH CORP III 75,000.0 $52K 0.01% $0.70
179 IRON HORSE ACQUISIT II CORP 470,000.0 $52K 0.01% NEW $0.11
180 EMMIS ACQUISITION CORP. 350,000.0 $51K 0.01% $0.15
Page 9 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.4%
Industrials 23.3%
Technology 14.3%
Healthcare 9.4%
Consumer Cyclical 2.6%