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Portfolio (Quarterly) Guide ↗

Mint Tower Capital Management B.V.

· CIK 0001666606
13F Portfolio $1.1B AUM 338 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New 10 Added 17 Reduced 60 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALIBABA GROUP HLDG LTD 95,000,000.0 $129.6M 11.60% -19.5M -17.0% $1.36
2 ECHOSTAR CORP 19,830,000.0 $71.0M 6.36% -2.0M -9.2% $3.58
3 SNOWFLAKE INC 20,747,000.0 $25.3M 2.27% -6.5M -23.9% $1.22
4 STRATEGY INC 10,000,000.0 $11.5M 1.03% -15.5M -60.8% $1.15
5 KRE CALL SPDR SERIES TRUST 90,000.0 $5.9M 0.53% -25K -21.7% $65.16 +2.8%
6 KRE PUT SPDR SERIES TRUST 90,000.0 $5.9M 0.53% -20K -18.2% $65.16 +2.8%
7 SPRING VY ACQUISITION CORP I 350,898.0 $3.6M 0.32% -99K -22.0% $10.16
8 STRATEGY INC 2,000,000.0 $2.0M 0.18% -5.0M -71.4% $1.02
9 KVUE KENVUE INC Consumer Defensive 110,000.0 $1.9M 0.17% -40K -26.7% $17.24 -0.3%
10 BHF BRIGHTHOUSE FINL INC Financial Services 25,000.0 $1.5M 0.13% -3K -10.7% $59.88 +4.4%
11 LIVE OAK ACQUISITION CORP V 98,000.0 $1.0M 0.09% -2K -2.0% $10.40
12 VISIONWAVE HOLDINGS INC 34,667.0 $164K 0.01% -40K -53.8% $4.73
13 VALE PUT VALE S A Basic Materials 9,900.0 $158K 0.01% -300K -96.8% $15.96 +3.9%
14 WTRG ESSENTIAL UTILS INC Utilities 3,331.0 $134K 0.01% -80K -96.0% $40.23 -6.8%
15 FOX FOX CORP Communication Services 653.0 $35K 0.00% -70K -99.1% $53.60 +9.3%
16 AXTA AXALTA COATING SYS LTD Basic Materials 905.0 $25K 0.00% -77K -98.8% $27.62 -2.9%
17 PROFUSA INC 125.0 -9K -98.7%

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 78.7%
Technology 5.9%
Healthcare 5.7%
Industrials 5.3%
Utilities 1.5%
Communication Services 1.0%
Consumer Defensive 0.8%
Real Estate 0.6%
Consumer Cyclical 0.5%
Basic Materials 0.0%