Stoic Point Capital Management LLC
Stoic Point Capital Management LLC reported 69 holdings worth US$121M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Stoic Point Capital Management LLC reported 69 holdings worth US$121M as of Jun 30, 2026. Largest: Evolv Technologies Holdings, Inc., Hippo Holdings Inc. and Avepoint, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$121M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Evolv Technologies Holdings, Inc. | 6.48M | US$37.6M | 31.1% |
| Hippo Holdings Inc. | 264K | US$7.45M | 6.2% |
| Avepoint, Inc. | 543K | US$6.09M | 5.0% |
| Omada Health, Inc. | 204K | US$4.47M | 3.7% |
| Smartrent, Inc. | 3.21M | US$3.82M | 3.2% |
| Mediaalpha, Inc. | 297K | US$3.74M | 3.1% |
| Butterfly Network, Inc. | 374K | US$3.15M | 2.6% |
| Advantage Solutions Inc. | 45,165 | US$1.95M | 1.6% |
| Zevia Pbc | 1.13M | US$1.85M | 1.5% |
| Better Home & Finance Holding Company | 56,945 | US$1.57M | 1.3% |
| Wealthfront Corporation | 162K | US$1.45M | 1.2% |
| Alussa Energy Acquisition Corp. Ii | 98,000 | US$1M | 0.83% |
| Playstudios, Inc. | 1.64M | US$819K | 0.68% |
| Kochav Defense Acquisition Corp. | 67,225 | US$697K | 0.58% |
| Championsgate Acquisition Corporation | 67,198 | US$697K | 0.58% |
| Iron Horse Acquisitions Ii Corp. | 55,000 | US$552K | 0.46% |
| Viking Acquisition Corp. I | 50,000 | US$511K | 0.42% |
| Silverbox Corp V | 50,000 | US$508K | 0.42% |
| Vine Hill Capital Investment Corp. Ii | 50,000 | US$505K | 0.42% |
| Hennessy Capital Investment Corp. Vii | 50,000 | US$504K | 0.42% |
| Art Technology Acquisition Corp. | 50,000 | US$502K | 0.42% |
| Gigcapital8 Corp. | 39,583 | US$399K | 0.33% |
| Comstock Inc. | 89,946 | US$374K | 0.31% |
| Pioneer Acquisition I Corp | 33,775 | US$346K | 0.29% |
| Oxley Bridge Acquisition Limited | 32,200 | US$329K | 0.27% |
| D. Boral Arc Acquisition I Corp. | 24,800 | US$259K | 0.21% |
| Globa Terra Acquisition Corporation | 25,000 | US$258K | 0.21% |
| Blend Labs, Inc. | 0 | US$0 | 0.00% |
| Sprinklr, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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