The Analysis of Stoic Point Capital Management LLC's Holdings & P&L


Currently, Stoic Point Capital Management LLC holds 62 types of securities in its portfolio with a total value $101.5M. In the most recent quarter, they have increased their positions in LUXE (+607.2K shares, valued at $4.9M), AVPT (+236.7K shares, valued at $2.3M), OMDA (+145.6K shares, valued at $1.8M); decreased their positions in CXM (-256.8K shares, valued at $1.5M), BFLY (-167.0K shares, valued at $674.7K), BLND (-227.3K shares, valued at $386.4K); initiated new positions in OMDA (+145.6K shares, valued at $1.8M), N/A (+181.6K shares, valued at $1.7M), N/A (+53.1K shares, valued at $1.1M).


1M P&L
+650.4K+0.85%
3M P&L
-3.2M-3.99%
HY P&L
-8.2M-9.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Security & Protection Services34.9M
46.2%
2Luxury Goods13.1M
17.4%
3Software - Application7.1M
9.5%

Top Industries by Stock Count

1N/A6 stocks
24.0%
2Shell Companies5 stocks
20.0%
3Software - Application3 stocks
12.0%
Stock Holdings
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
1.37%
Shares5.8M
Event2026-03-31
Filed2026-05-18
LUXE
LUXEXPERIENCE BV
58.77%
Shares1.6M
Event2026-03-31
Filed2026-05-18
HIPPO HLDGS INC
HIPPO HLDGS INC
0.84%
Shares251.1K
Event2026-03-31
Filed2026-05-18
AVPT
AVEPOINT INC
95.10%
Shares485.6K
Event2026-03-31
Filed2026-05-18
TBLA
TABOOLA.COM LTD
0.00%
Shares1.2M
Event2026-03-31
Filed2026-05-18
SMRT
SMARTRENT INC
-6.03%
Shares2.3M
Event2026-03-31
Filed2026-05-18
BFLY
BUTTERFLY NETWORK INC
-22.27%
Shares582.9K
Event2026-03-31
Filed2026-05-18
CXM
SPRINKLR INC
-41.14%
Shares367.4K
Event2026-03-31
Filed2026-05-18
MAX
MEDIAALPHA INC
6.63%
Shares221.0K
Event2026-03-31
Filed2026-05-18
OMDA
OMADA HEALTH INC
New
Shares145.6K
Event2026-03-31
Filed2026-05-18
WEALTHFRONT CORP
WEALTHFRONT CORP
New
Shares181.6K
Event2026-03-31
Filed2026-05-18
WALD
WALDENCAST PLC
17.10%
Shares1.6M
Event2026-03-31
Filed2026-05-18
BLND
BLEND LABS INC
-21.29%
Shares840.3K
Event2026-03-31
Filed2026-05-18
ADVANTAGE SOLUTIONS INC
ADVANTAGE SOLUTIONS INC
New
Shares53.1K
Event2026-03-31
Filed2026-05-18
SOREN ACQUISITION CORP
SOREN ACQUISITION CORP
New
Shares104.6K
Event2026-03-31
Filed2026-05-18
TAILWIND 2.0 ACQUISITION COR
TAILWIND 2.0 ACQUISITION COR
0.00%
Shares100.0K
Event2026-03-31
Filed2026-05-18
ACTIVATE ENERGY ACQUISIT COR
ACTIVATE ENERGY ACQUISIT COR
0.00%
Shares100.0K
Event2026-03-31
Filed2026-05-18
BITCOIN INFRASTRUCTURE ACQUI
BITCOIN INFRASTRUCTURE ACQUI
0.00%
Shares100.0K
Event2026-03-31
Filed2026-05-18
FG IMPERII ACQUISITION CORP
FG IMPERII ACQUISITION CORP
New
Shares100.0K
Event2026-03-31
Filed2026-05-18
ALUSSA ENERGY ACQUISIT CORP
ALUSSA ENERGY ACQUISIT CORP
0.00%
Shares98.0K
Event2026-03-31
Filed2026-05-18
ZVIA
ZEVIA PBC
New
Shares741.2K
Event2026-03-31
Filed2026-05-18
KCHV
KOCHAV DEFENSE ACQUI CO
0.00%
Shares67.2K
Event2026-03-31
Filed2026-05-18
CHPG
CHAMPIONSGATE ACQUISITION CO
0.00%
Shares67.2K
Event2026-03-31
Filed2026-05-18
LEGATO MERGER CORP IV
LEGATO MERGER CORP IV
New
Shares65.0K
Event2026-03-31
Filed2026-05-18
SC II ACQUISITION CORP
SC II ACQUISITION CORP
0.00%
Shares57.7K
Event2026-03-31
Filed2026-05-18
IRON HORSE ACQUISIT II CORP
IRON HORSE ACQUISIT II CORP
10.00%
Shares55.0K
Event2026-03-31
Filed2026-05-18
ABONY ACQUISITION CORP I
ABONY ACQUISITION CORP I
New
Shares55.0K
Event2026-03-31
Filed2026-05-18
IDEA ACQUISITION CORP
IDEA ACQUISITION CORP
New
Shares55.0K
Event2026-03-31
Filed2026-05-18
VIKING ACQUISITION CORP I
VIKING ACQUISITION CORP I
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
BLUEPORT ACQUISITION LTD
BLUEPORT ACQUISITION LTD
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
INVEST GREEN ACQUISITION COR
INVEST GREEN ACQUISITION COR
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
CRANE HBR ACQUISITION CORP I
CRANE HBR ACQUISITION CORP I
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
AMERICAN DRIVE ACQUISITION C
AMERICAN DRIVE ACQUISITION C
1.28%
Shares50.6K
Event2026-03-31
Filed2026-05-18
SILVERBOX CORP V
SILVERBOX CORP V
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
GENERAL PURP ACQUISITION COR
GENERAL PURP ACQUISITION COR
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
LAUNCHPAD CADENZA ACQU CORP
LAUNCHPAD CADENZA ACQU CORP
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
ITHAX ACQUISITION CORP III
ITHAX ACQUISITION CORP III
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
MESHFLOW ACQUISITION CORP
MESHFLOW ACQUISITION CORP
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-18
BETTER HOME & FINANCE HOLDIN
BETTER HOME & FINANCE HOLDIN
New
Shares13.1K
Event2026-03-31
Filed2026-05-18
CAMBRIDGE ACQUISITION CORP
CAMBRIDGE ACQUISITION CORP
New
Shares46.2K
Event2026-03-31
Filed2026-05-18
MYPS
PLAYSTUDIOS INC
New
Shares862.8K
Event2026-03-31
Filed2026-05-18
GIGCAPITAL8 CORP
GIGCAPITAL8 CORP
0.00%
Shares39.6K
Event2026-03-31
Filed2026-05-18
LAFAYETTE ACQUISITION CORP
LAFAYETTE ACQUISITION CORP
0.00%
Shares37.4K
Event2026-03-31
Filed2026-05-18
PACH
PIONEER ACQUISITION I CORP
0.00%
Shares33.8K
Event2026-03-31
Filed2026-05-18
OBA
OXLEY BRIDGE ACQ LTD
0.00%
Shares32.2K
Event2026-03-31
Filed2026-05-18
CCIIU
COHEN CIRCLE ACQUISIT CORP I
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-18
GTERA
GLOBA TERRA ACQUISITION COR
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-18
BCAR
D. BORAL ARC ACQ I CORP.
-53.17%
Shares24.8K
Event2026-03-31
Filed2026-05-18
BLUEROCK ACQUISITION CORP
BLUEROCK ACQUISITION CORP
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-18
SPACE ASSET ACQUISITION CORP
SPACE ASSET ACQUISITION CORP
New
Shares20.0K
Event2026-03-31
Filed2026-05-18
ARCHIMEDES TECH SPAC PTNRS I
ARCHIMEDES TECH SPAC PTNRS I
New
Shares20.0K
Event2026-03-31
Filed2026-05-18
GIGCAPITAL8 CORP
GIGCAPITAL8 CORP
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-18
LEAPFROG ACQUISITION CORP
LEAPFROG ACQUISITION CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-18
MUZERO ACQUISITION CORP
MUZERO ACQUISITION CORP
New
Shares10.0K
Event2026-03-31
Filed2026-05-18
TERRESTRIAL ENERGY INC
TERRESTRIAL ENERGY INC
0.00%
Shares13.4K
Event2026-03-31
Filed2026-05-18
KCHVR
KOCHAV DEFENSE ACQUI CO
0.00%
Shares69.7K
Event2026-03-31
Filed2026-05-18
GIGCAPITAL8 CORP
GIGCAPITAL8 CORP
0.00%
Shares39.6K
Event2026-03-31
Filed2026-05-18
CHPGR
CHAMPIONSGATE ACQUISITION CO
0.00%
Shares69.2K
Event2026-03-31
Filed2026-05-18
OXLEY BRIDGE ACQ LTD
OXLEY BRIDGE ACQ LTD
0.00%
Shares16.1K
Event2026-03-31
Filed2026-05-18
PACHW
PIONEER ACQUISITION I CORP
0.00%
Shares16.9K
Event2026-03-31
Filed2026-05-18
GTERR
GLOBA TERRA ACQUISITION COR
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-18
GTERW
GLOBA TERRA ACQUISITION COR
0.00%
Shares18.8K
Event2026-03-31
Filed2026-05-18

Call Option Holdings
No call option holdings data available

Put Option Holdings
IMSR Put
TERRESTRIAL ENERGY INC
-50.00%
Shares42.0K
Event2026-03-31
Filed2026-05-18