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Portfolio (Quarterly) Guide ↗

Greenland Capital Management LP

· CIK 0001896430
13F Portfolio $786.6B AUM 278 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 54 Added 79 Reduced 163 Exited
Page 14 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BDN BRANDYWINE RLTY TR Real Estate 20,000.0 $54K 0.01% NEW $2.71 +10.3%
262 EVOLV TECHNOLOGIES HLDNGS IN 383,530.0 $44K 0.01% $0.12
263 SYNTEC OPTICS HLDGS INC 37,500.0 $40K 0.01% $1.08
264 BRIDGER AEROSPACE GRP HLDGS 85,546.0 $33K 0.00% -1K -1.4% $0.39
265 SKY HARBOUR GROUP CORPORATIO 45,648.0 $32K 0.00% $0.70
266 TEVOGEN BIO HLDGS INC 703,029.0 $24K 0.00% $0.03
267 PLUG PLUG PWR INC Industrials 10,000.0 $23K 0.00% $2.26 +67.7%
268 GCT SEMICONDUCTOR HLDG INC 117,048.0 $21K 0.00% $0.18
269 PALLADYNE AI CORP 306,565.0 $19K 0.00% -38K -10.9% $0.06
270 BITCOIN DEPOT INC 500,000.0 $11K 0.00% $0.02
271 VINFAST AUTO LTD 15,199.0 $5K 0.00% $0.35
272 RENEW ENERGY GLOBAL PLC 425,946.0 $3K $0.01
273 CXAPP INC 99,192.0 $3K $0.03
274 MOBIX LABS INC 16,788.0 $2K $0.11
275 CLASSOVER HLDGS INC 100,000.0 $2K $0.02
276 WALDENCAST PLC 30,799.0 $1K $0.04
277 AERIES TECHNOLOGY INC 48,600.0 $734.0 $0.02
278 P3 HEALTH PARTNERS INC 141,412.0 $707.0 $0.00
Page 14 of 14  ·  278 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
Utilities 29.8%
Real Estate 15.5%
Communication Services 12.4%
Technology 12.2%
Industrials 9.7%
Consumer Cyclical 6.2%
Healthcare 5.7%
Financial Services 4.5%
Energy 2.0%
Basic Materials 1.2%