Requisite Capital Management, LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Added | 46641Q837 | $16.49M |
| Added | 46641Q332 | $14.47M |
| Added | Blue Owl Technology Finance Corp.OTF | $13.02M |
| New | STIFEL FINANCIAL CORP | $5.52M |
| Exited | Callaway Golf Co | $3.60M |
| Exited | Diamondback Energy, Inc. | $1.37M |
| Added | 38149W630 | $1.34M |
| Added | 38149W622 | $1.30M |
| Exited | WM Technology Inc | $946.7K |
| Exited | TERAWULF INC. | $916.0K |
| Trimmed | 69374H436 | $830.2K |
| Trimmed | Apple Inc. | $825.5K |
| Added | 53656F623 | $822.4K |
| Exited | 74347G242 | $809.1K |
| Trimmed | 464287507 | $782.7K |
| New | MICRON TECHNOLOGY INC | $782.6K |
| Trimmed | Alphabet Inc. | $763.9K |
| Added | Tesla Inc | $724.7K |
| New | INTEL CORP | $722.6K |
| Added | 922042858 | $720.0K |
| Exited | Kimbell Royalty Partners, LPKRP | $705.5K |
| Added | 46438F101 | $703.3K |
| New | Nuveen California Quality Municipal Income FundNAC | $634.6K |
| Trimmed | NVIDIA Corp | $627.7K |
| Trimmed | Alphabet Inc. | $626.8K |
| Added | 464287614 | $619.9K |
| Trimmed | JPMORGAN CHASE & CO | $561.0K |
| Added | 46438R105 | $559.6K |
| Added | 464287200 | $508.5K |
| Trimmed | Kayne Anderson BDC, Inc.KBDC | $436.4K |
| Added | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $435.4K |
| New | GE Vernova Inc. | $413.9K |
| New | N07059210 | $407.8K |
| New | Nuveen AMT-Free Municipal Credit Income FundNVG | $405.2K |
| Exited | Uber Technologies, Inc | $401.2K |
| New | 92189F676 | $387.6K |
| Trimmed | Permian Resources Corp | $386.6K |
| Trimmed | Meta Platforms Inc | $380.2K |
| Exited | 74347G804 | $376.5K |
| New | Sphere Entertainment Co. | $346.1K |
| Exited | Accenture plc | $338.9K |
| Exited | Blackstone Inc | $333.3K |
| New | SPACE EXPLORATION TECHNOLOGIES CORPSPCX | $310.1K |
| Exited | BlackRock, Inc. | $308.3K |
| Exited | CAPITAL ONE FINANCIAL CORP | $303.4K |
| Trimmed | FREEPORT-MCMORAN INC | $302.8K |
| New | 77926X320 | $301.6K |
| Exited | MCDONALD'S CORP | $300.3K |
| New | Chubb Ltd | $297.3K |
| New | CrowdStrike Holdings, Inc. | $272.3K |