Institutions / Sycale Advisors (NY) LLC

Sycale Advisors (NY) LLC

CIK 1811522 · Institution · as of Dec 31, 2025
Portfolio value
$288.69M
Positions
16
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Cae Inc$37.73M1,240,18213.1%
Microsoft Corp$31.58M65,29510.9%
Intercontinental Exchange, Inc.$27.91M172,3529.7%
VERRA MOBILITY Corp$25.13M1,121,5058.7%
Spotify Technology S a$20.95M36,0757.3%
TKO Group Holdings, Inc.$20.69M99,0147.2%
Genius Sports Ltd$20.67M1,876,0467.2%
Nelnet, Inc.$20.27M152,4417.0%
APi Group Corp$15.67M409,5515.4%
Flutter Entertainment plc$14.45M67,2005.0%
MercadoLibre, Inc.$13.72M6,8094.8%
National CineMedia, Inc.$11.82M3,039,3264.1%
Gaming and Leisure Properties Inc$10.43M233,4423.6%
Burford Cap Ltd$7.41M830,3762.6%
QXO, Inc.$5.65M293,0002.0%
Wayfair Inc$4.61M2,750,0001.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.