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Portfolio (Quarterly) Guide ↗

ABC ARBITRAGE SA

· CIK 0002049221
13F Portfolio $926M AUM 381 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 39 Added 50 Reduced 179 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITHA ITHAX ACQUISITION CORP III Financial Services 38,800.0 $387K 0.04% -1K -3.0% $9.98 +0.6%
22 TGE VALUE CREATIVE SOLUTIONS CORP 38,000.0 $379K 0.04% -2K -5.0% $9.97
23 CEPS CANTOR EQUITY PARTNERS VI INC Financial Services 35,000.0 $363K 0.04% -5K -12.5% $10.37 +0.0%
24 WENN WEN ACQUISITION CORP Financial Services 35,000.0 $360K 0.04% -5K -12.5% $10.29 +0.9%
25 STARRY SEA ACQUISITION Corp 35,000.0 $359K 0.04% -5K -12.5% $10.25
26 OBA OXLEY BRIDGE ACQUISITION LTD Financial Services 35,000.0 $358K 0.04% -1K -3.3% $10.22 +0.8%
27 EQV VENTURES ACQUISITION CORP II 35,000.0 $356K 0.04% -5K -12.5% $10.18
28 AA MISSION ACQUISITION CORP II 35,000.0 $356K 0.04% -5K -12.5% $10.16
29 OTG ACQUISITION CORP I 35,000.0 $355K 0.04% -5K -12.5% $10.15
30 CSLM DIGITAL ASSET ACQUISITION CORP III LTD 35,000.0 $355K 0.04% -5K -12.5% $10.14
31 CRAN CRANE HARBOR ACQUISITION CORP II Financial Services 35,000.0 $355K 0.04% -5K -12.5% $10.13 +0.2%
32 IEAG INFINITE EAGLE ACQUISITION CORP Financial Services 35,000.0 $354K 0.04% -5K -12.5% $10.12 +1.2%
33 EMIS EMMIS ACQUISITION CORP Financial Services 35,000.0 $354K 0.04% -5K -12.5% $10.11 +1.0%
34 OIM ONEIM ACQUISITION CORP Financial Services 35,000.0 $352K 0.04% -5K -12.5% $10.07 +0.6%
35 GIGCAPITAL8 CORP 35,000.0 $352K 0.04% -5K -12.5% $10.07
36 DMII DRUGS MADE IN AMERICA ACQUISITION II CORP Financial Services 35,000.0 $352K 0.04% -5K -12.5% $10.06 +0.8%
37 TDWD TAILWIND 2.0 ACQUISITION CORP Financial Services 35,000.0 $351K 0.04% -5K -12.5% $10.04 +0.5%
38 ADAC AMERICAN DRIVE ACQUISITION CO Financial Services 35,000.0 $351K 0.04% -5K -12.5% $10.02 +0.6%
39 MESH MESHFLOW ACQUISITION CORP Financial Services 35,000.0 $350K 0.04% -5K -12.5% $10.01 +0.3%
40 BITCOIN INFRASTRUCTURE ACQUISITION CORP LTD 35,000.0 $350K 0.04% -5K -12.5% $9.99
Page 2 of 3  ·  50 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
Financial Services 20.6%
Healthcare 14.7%
Consumer Defensive 12.7%
Energy 11.8%
Basic Materials 8.9%
Consumer Cyclical 7.8%
Communication Services 6.7%
Technology 5.8%
Utilities 5.5%
Real Estate 3.0%