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Portfolio (Quarterly) Guide ↗

Ilex Capital Partners (UK) LLP

· CIK 0001985486
13F Portfolio $4.1B AUM 77 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 21 Added 10 Reduced 31 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHURCHILL CAP CORP XI 100,000.0 $1.0M 0.03% NEW $10.16
62 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 90,600.0 $915K 0.02% NEW $10.10 +1.0%
63 APC ARKO PETE CORP Energy 44,903.0 $803K 0.02% NEW $17.89 +15.0%
64 BW LPG LTD 38,871.0 $687K 0.02% NEW $17.67
65 RANGE CAP ACQUISITION CORP I 349,950.0 $116K 0.00% $0.33
66 ACTIVATE ENERGY ACQUISIT COR 336,753.0 $103K 0.00% NEW $0.30
67 SAFEGUARD ACQUISITION CORP 235,050.0 $86K 0.00% NEW $0.37
68 MESHFLOW ACQUISITION CORP 239,686.0 $72K 0.00% NEW $0.30
69 GENERAL PURP ACQUISITION COR 299,850.0 $72K 0.00% NEW $0.24
70 DAEDALUS SPL ACQUISITION COR 162,500.0 $67K 0.00% NEW $0.41
71 GALATA ACQUISITION CORP II 200,814.0 $60K 0.00% $0.30
72 IRON HORSE ACQUISIT II CORP 400,000.0 $57K 0.00% NEW $0.14
73 LEAPFROG ACQUISITION CORP 221,057.0 $55K 0.00% NEW $0.25
74 BLUEROCK ACQUISITION CORP 133,333.0 $39K 0.00% NEW $0.29
75 TRAILBLAZER ACQUISITION CORP 95,956.0 $38K 0.00% $0.40
76 BAIN CAP GSS INVT CORP 40,000.0 $25K 0.00% $0.62
77 CHURCHILL CAP CORP XI 10,000.0 $8K NEW $0.75
Page 4 of 4  ·  77 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
Consumer Cyclical 29.1%
Consumer Defensive 27.9%
Healthcare 22.4%
Industrials 11.1%
Technology 3.3%
Communication Services 3.2%
Financial Services 2.1%
Real Estate 0.9%
Energy 0.0%