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Portfolio (Quarterly) Guide ↗

GRITSTONE ASSET MANAGEMENT LLC

· CIK 0001964236
13F Portfolio $104M AUM 174 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 83 New 2 Reduced 57 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOLD EAGLE ACQUISITION CORP 194,488.0 $2.1M 2.00% -150K -43.5% $10.68
2 FACT II ACQUISITION CORP 25,000.0 $266K 0.26% -75K -75.0% $10.63

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 100.0%