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Portfolio (Quarterly) Guide ↗

O'Connor Alternative Investments LLC

· CIK 0002081629
13F Portfolio $1.4B AUM 156 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 156 New
Page 4 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLB SELECT SEC 48,500.0 $2.5M 0.18% NEW $50.83 +2.8%
62 KEYSTONE A 250,000.0 $2.5M 0.18% NEW $9.86
63 RANGE CAP 225,000.0 $2.3M 0.17% NEW $10.08
64 BOLD EAGLE 200,000.0 $2.1M 0.16% NEW $10.68
65 GESHER ACQ 200,000.0 $2.1M 0.15% NEW $10.45
66 CAL REDWOO 200,000.0 $2.1M 0.15% NEW $10.30
67 COHEN CIRC 200,000.0 $2.1M 0.15% NEW $10.30
68 LWAC LIGHTWAVE Financial Services 200,000.0 $2.0M 0.15% NEW $10.25 +0.6%
69 FVAV FORTRESS V Financial Services 200,000.0 $2.0M 0.15% NEW $10.15 +0.4%
70 TRIBECA ST 200,000.0 $2.0M 0.14% NEW $9.95
71 CEPF CANTOR EQU Financial Services 174,570.0 $1.8M 0.13% NEW $10.40 -0.5%
72 AXIOM INTE 175,000.0 $1.8M 0.13% NEW $10.34
73 OTG ACQUIS 175,000.0 $1.8M 0.13% NEW $10.16
74 AACB ARTIUS II Financial Services 160,000.0 $1.7M 0.12% NEW $10.48 +1.0%
75 ANDRETTI A 150,000.0 $1.6M 0.12% NEW $10.75
76 XOVR ENTREPRENE 76,100.0 $1.6M 0.12% NEW $21.05 -2.6%
77 BACC BLUE ACQUI Financial Services 150,000.0 $1.6M 0.12% NEW $10.60 -1.1%
78 QTUM ETF SER SO 9,600.0 $1.6M 0.12% NEW $165.38 -4.3%
79 GEHC GE HEALTHC Healthcare 24,704.0 $1.6M 0.12% NEW $64.01 +13.1%
80 XRPN ARMADA ACQ Financial Services 150,000.0 $1.6M 0.11% NEW $10.42 +0.7%
Page 4 of 8  ·  156 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 83.2%
Financial Services 7.6%
Communication Services 5.8%
Consumer Cyclical 1.5%
Healthcare 0.7%
Utilities 0.5%
Technology 0.4%
Consumer Defensive 0.3%