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Portfolio (Quarterly) Guide ↗

Ionic Capital Management LLC

· CIK 0001386462
13F Portfolio $1.4B AUM 165 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New 41 Added 32 Reduced 53 Exited
Page 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XEROX HOLDINGS CORP 562,259.0 $51K 0.00% NEW $0.09
142 NET POWER INC 169,203.0 $46K 0.00% +5K +3.2% $0.27
143 JOBY AVIATION INC 53,814.0 $43K 0.00% NEW $0.79
144 ENGENE HOLDINGS INC 16,753.0 $42K 0.00% NEW $2.53
145 OLPX OLAPLEX HLDGS INC Consumer Cyclical 19,533.0 $40K 0.00% NEW $2.03 +0.5%
146 HERTZ GLOBAL HLDGS INC 14,309.0 $33K 0.00% NEW $2.28
147 BLAIZE HLDGS INC 84,427.0 $32K 0.00% $0.38
148 BLUE GOLD LTD 152,964.0 $31K 0.00% +19K +14.0% $0.20
149 SBC MED GROUP HLDGS INC 100,000.0 $30K 0.00% NEW $0.30
150 EVOLV TECHNOLOGIES HLDNGS IN 197,268.0 $25K 0.00% $0.13
151 BIGBEAR AI HLDGS INC 52,423.0 $24K 0.00% NEW $0.45
152 LANVIN GROUP HOLDINGS LIMITE 2,117,304.0 $23K 0.00% +200K +10.4% $0.01
153 OPENDOOR TECHNOLOGIES INC 91,627.0 $23K 0.00% +31K +51.2% $0.25
154 K WAVE MEDIA LTD 400,000.0 $18K 0.00% $0.05
155 US GOLDMINING INC 38,083.0 $17K 0.00% NEW $0.45
156 ABOVE FOOD INGREDIENTS INC 52,755.0 $15K 0.00% -15K -22.1% $0.29
157 OPENDOOR TECHNOLOGIES INC 61,945.0 $15K 0.00% -11K -15.1% $0.24
158 GIGCAPITAL7 CORP 38,175.0 $12K 0.00% +14K +58.8% $0.32
159 HELPORT AI LTD 82,640.0 $9K 0.00% $0.11
160 T1 ENERGY INC 40,554.0 $9K 0.00% NEW $0.22
Page 8 of 9  ·  165 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
Technology 32.3%
Financial Services 25.5%
Consumer Cyclical 13.1%
Industrials 9.9%
Basic Materials 9.4%
Communication Services 4.1%
Consumer Defensive 3.0%
Healthcare 1.4%
Utilities 0.8%
Energy 0.4%