Institutions / Aristeia Capital, L.L.C.

Aristeia Capital, L.L.C.

CIK 1080171 · Institution · as of Mar 31, 2026
Portfolio value
$4.36B
Positions
693
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$4.36B+23.9%
$4.36B$3.94B$3.52BQ4 '25Q1 '26

Positions

693+14.7%
693649604Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 693 →
CompanyClassValueShares% of portfolio
SM Energy Co$338.05M10,841,8467.8%
Strategy Inc$266.60M320,243,0006.1%
Wix.com Ltd.$257.21M2,855,7045.9%
People Inc$236.53M5,908,8375.4%
Evergy, Inc.$149.88M111,000,0003.4%
Guardant Health, Inc.$138.61M134,220,0003.2%
Heico Corp$122.51M580,3872.8%
Super Micro Computer, Inc.$116.27M145,364,0002.7%
Alibaba Group Holding Limited$102.16M73,565,0002.3%
Strategy Inc$98.38M112,321,0002.3%
Super Micro Computer, Inc.$96.05M110,190,0002.2%
Liberty Broadband Corp$95.23M1,893,1852.2%
Atlanta Braves Holdings, Inc.$87.69M2,053,6782.0%
Block, Inc.$77.38M77,576,0001.8%
Liberty Broadband Corp$63.27M1,259,9391.5%
Snowflake Inc.$48.99M41,414,0001.1%
Core Scientific, Inc.$46.44M5,310,7991.1%
Mara Holdings, Inc.$44.00M47,744,0001.0%
Mara Holdings, Inc.$38.32M43,202,0000.9%
Affirm Holdings Inc$34.25M35,309,0000.8%
BridgeBio Pharma, Inc.$33.33M18,500,0000.8%
Affirm Holdings Inc$31.43M33,500,0000.7%
JBT Marel Corporation$29.18M29,229,0000.7%
Advanced Energy Industries, Inc.$28.88M12,000,0000.7%
Guidewire Software, Inc.$27.45M27,500,0000.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddSM Energy Co$326.99M+10.5M
+2955.87%
10,841,846
7.76% of portfolio
high
Q1 2026
as of
NewWix.com Ltd.$257.21M+2.9M
2,855,704
5.90% of portfolio
high
Q1 2026
as of
Exit14365C103$-125.29M-4.1M
-100.00%
high
Q1 2026
as of
ExitCIVI
Civitas Resources, Inc.
Common Stock
$-110.57M-4.1M
-100.00%
high
Q1 2026
as of
TrimHeico Corp$-65.19M-309K
-34.73%
580,387
2.81% of portfolio
high
Q1 2026
as of
NewMountain Lake Acquisition Corp. II$21.71M+2.2M
2,186,394
0.50% of portfolio
medium
Q1 2026
as of
TrimFox Corp$-19.53M-368K
-52.13%
337,724
0.41% of portfolio
medium
Q1 2026
as of
ExitG1000R101$-19.40M-1.8M
-100.00%
medium
Q1 2026
as of
NewXsolla Spac 1$19.30M+1.9M
1,950,000
0.44% of portfolio
medium
Q1 2026
as of
NewM Evo Global Acquisition Corp II$18.06M+1.8M
1,833,442
0.41% of portfolio
medium