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Portfolio (Quarterly) Guide ↗

Shaolin Capital Management LLC

· CIK 0001766806
13F Portfolio $3.2B AUM 405 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 405 New
Page 1 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APOLLO GLOBAL MGMT INC 3,565,000.0 $269.1M 8.32% NEW $75.48
2 CNX RES CORP 66,160,000.0 $189.3M 5.86% NEW $2.86
3 HEWLETT PACKARD ENTERPRISE C 2,839,228.0 $188.5M 5.83% NEW $66.40
4 DUKE ENERGY CORP NEW 168,500,000.0 $173.8M 5.38% NEW $1.03
5 FORD MTR CO 145,000,000.0 $150.4M 4.65% NEW $1.04
6 FIRSTENERGY CORP 132,812,000.0 $135.7M 4.20% NEW $1.02
7 LCID PUT LUCID GROUP INC Consumer Cyclical 12,360,600.0 $130.7M 4.04% NEW $10.57 -45.0%
8 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 682,100.0 $98.7M 3.05% NEW $144.76 -82.0%
9 BA BOEING CO Industrials 404,369.0 $87.8M 2.72% NEW $217.12 +1.3%
10 THE REALREAL INC 45,000,000.0 $76.1M 2.35% NEW $1.69
11 KIE PUT SPDR SERIES TRUST 1,250,000.0 $75.2M 2.33% NEW $60.15 -4.0%
12 PINNACLE WEST CAP CORP 63,000,000.0 $67.4M 2.08% NEW $1.07
13 EXPEDIA GROUP INC 60,000,000.0 $67.0M 2.07% NEW $1.12
14 TXNM ENERGY INC 44,256,000.0 $59.3M 1.83% NEW $1.34
15 DYNAVAX TECHNOLOGIES CORP 38,905,000.0 $57.1M 1.77% NEW $1.47
16 PUT NEBIUS GROUP N.V. 675,000.0 $56.5M 1.75% NEW $83.71
17 ITRON INC 53,280,000.0 $52.8M 1.63% NEW $0.99
18 PAAS PUT PAN AMERN SILVER CORP Basic Materials 1,000,000.0 $51.8M 1.60% NEW $51.81 +9.8%
19 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 2,110,500.0 $50.7M 1.57% NEW $24.02 +39.0%
20 CRWV PUT COREWEAVE INC Technology 650,000.0 $46.5M 1.44% NEW $71.61 +43.0%
Page 1 of 21  ·  405 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 25.1%
Technology 14.9%
Utilities 4.8%
Healthcare 3.3%
Consumer Cyclical 1.6%