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Portfolio (Quarterly) Guide ↗

Stoic Point Capital Management LLC

· CIK 0002043279
13F Portfolio $103M AUM 63 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 63 New
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAMBRIDGE ACQUISITION CORP 46,204.0 $460K 0.45% NEW $9.96
42 MYPS PLAYSTUDIOS INC Technology 862,771.0 $405K 0.39% NEW $0.47 +1.5%
43 GIGCAPITAL8 CORP 39,583.0 $395K 0.38% NEW $9.97
44 LAFAYETTE ACQUISITION CORP 37,399.0 $376K 0.37% NEW $10.05
45 PIONEER ACQUISITION I CORP 33,775.0 $342K 0.33% NEW $10.13
46 OBA OXLEY BRIDGE ACQ LTD Financial Services 32,200.0 $326K 0.32% NEW $10.13 +1.2%
47 COHEN CIRCLE ACQUISIT CORP I 25,000.0 $258K 0.25% NEW $10.33
48 GLOBA TERRA ACQUISITION COR 25,000.0 $255K 0.25% NEW $10.19
49 D. BORAL ARC ACQ I CORP. 24,800.0 $251K 0.24% NEW $10.12
50 BLUEROCK ACQUISITION CORP 25,000.0 $250K 0.24% NEW $10.01
51 SPACE ASSET ACQUISITION CORP 20,000.0 $204K 0.20% NEW $10.18
52 ARCHIMEDES TECH SPAC PTNRS I 20,000.0 $200K 0.20% NEW $10.00
53 GIW GIGCAPITAL8 CORP Financial Services 10,417.0 $106K 0.10% NEW $10.20 -1.5%
54 LEAPFROG ACQUISITION CORP 10,000.0 $100K 0.10% NEW $10.05
55 MUZERO ACQUISITION CORP 10,000.0 $99K 0.10% NEW $9.93
56 TERRESTRIAL ENERGY INC 13,402.0 $35K 0.03% NEW $2.59
57 KOCHAV DEFENSE ACQUI CO 69,700.0 $15K 0.01% NEW $0.21
58 GIGCAPITAL8 CORP 39,583.0 $10K 0.01% NEW $0.25
59 CHAMPIONSGATE ACQUISITION CO 69,172.0 $9K 0.01% NEW $0.13
60 OXLEY BRIDGE ACQ LTD 16,100.0 $3K 0.00% NEW $0.19
Page 3 of 4  ·  63 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
Industrials 56.0%
Technology 24.7%
Communication Services 9.4%
Healthcare 6.7%
Financial Services 1.8%
Consumer Defensive 1.4%