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Portfolio (Quarterly) Guide ↗

HEIGHTS CAPITAL MANAGEMENT, INC

· CIK 0001081698
13F Portfolio $359M AUM 265 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New 23 Reduced 65 Exited
Page 1 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SLDP SOLID POWER INC Industrials 12,395,558.0 $37.2M 10.37% NEW $3.00 -0.7%
2 FLUTTER ENTMT PLC 294,180.0 $30.0M 8.36% $101.95
3 IONQ IONQ INC Technology 815,542.0 $23.5M 6.55% NEW $28.83 +99.3%
4 CMPS COMPASS PATHWAYS PLC Healthcare 1,492,415.0 $8.3M 2.30% NEW $5.53 +87.5%
5 SEALSQ CORP 3,136,465.0 $8.2M 2.29% NEW $2.62
6 FGMC FG MERGER II CORP Financial Services 790,000.0 $8.0M 2.22% $10.10 +2.3%
7 JACS JACKSON ACQUISITION CO II Financial Services 700,000.0 $7.4M 2.07% $10.59 +0.1%
8 DRUGS MADE IN AMER ACQUTN CO 650,000.0 $6.8M 1.90% $10.50
9 PONO CAP FOUR INC 550,000.0 $5.5M 1.53% NEW $9.98
10 M3BRIGADE ACQUISITION V CORP 500,000.0 $5.4M 1.50% NEW $10.74
11 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 519,400.0 $5.2M 1.45% NEW $9.98 +0.5%
12 KCHV KOCHAV DEFENSE ACQUI CO Financial Services 500,000.0 $5.1M 1.43% $10.25 +0.6%
13 BHAV ACQUISITION CORP 495,000.0 $4.9M 1.38% NEW $9.97
14 XFLH CAP CORP 475,000.0 $4.7M 1.32% NEW $9.96
15 IRHO IRON HORSE ACQUISIT II CORP Financial Services 470,000.0 $4.6M 1.29% NEW $9.87 +1.2%
16 NMP NMP ACQUISITION CORP Financial Services 450,000.0 $4.6M 1.27% $10.16 +0.4%
17 CHURCHILL CAP CORP XI 448,176.0 $4.6M 1.27% NEW $10.17
18 EMPD EMPERY DIGITAL INC Consumer Cyclical 1,000,000.0 $4.2M 1.18% $4.23 +20.8%
19 GP-ACT III ACQUISITION CORP 388,719.0 $4.2M 1.18% -27K -6.6% $10.84
20 CADL CANDEL THERAPEUTICS INC Healthcare 775,000.0 $3.8M 1.06% NEW $4.90 +79.0%
Page 1 of 14  ·  265 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 23.3%
Technology 14.3%
Healthcare 9.4%
Consumer Cyclical 2.6%