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Portfolio (Quarterly) Guide ↗

GRITSTONE ASSET MANAGEMENT LLC

· CIK 0001964236
13F Portfolio $105M AUM 148 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 2 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CCIX CHURCHILL CAPITAL CORP IX Financial Services 186,560.0 $2.0M 1.89% -260K -58.2% $10.63 +1.4%
2 LAUNCH ONE ACQUISITION CORP 62,831.0 $665K 0.64% -100K -61.4% $10.59

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 100.0%