Mint Tower Capital Management B.V.

AMSTERDAM, P7

$424m in 333 US stocks at the end of 30 June 2026. The top 10 are 20.9% of the money. It changed about 39.2% of the portfolio this quarter.

Value
$424m
Stocks
333
Top 10 share
20.9%
Turnover
39.2%

What changed this quarter

New

Bought for the first time this quarter.

  • Abony Acquisition Corp. IAACO
    2.1% of the fund
  • HCM IV AcquisitionHACQ
    1.2% of the fund
  • Aldabra 4 Liquidity Opportunity VehicleALOV
    1.2% of the fund
  • Breeze Acquisition Corp. IIBREZ
    1.2% of the fund
  • Illumination Acquisition Corp. IILLU
    1.2% of the fund
  • NewHold Investment Corp IVNHIV
    1.1% of the fund
  • Interprivate Invts PartnersIPVVU
    0.7% of the fund
  • RokuROKU
    0.6% of the fund
  • Nuvalent
    0.5% of the fund
  • Apogee TherapeuticsAPGE
    0.5% of the fund
  • Catalyst Pharmaceuticals
    0.5% of the fund
  • Caesars EntertainmentCZR
    0.5% of the fund
  • Sizzle Acquisition Corp. IISZZL
    0.5% of the fund
  • Tribeca Strategic AcquisitioBIDWU
    0.5% of the fund
  • Keystone AcquisitionKEYY
    0.5% of the fund
  • Zillow GroupZ
    0.4% of the fund
  • Inflection Point Acquisition Corp. VIIPFX
    0.4% of the fund
  • Spartacus Acquisition Corp. IITMTS
    0.4% of the fund
  • Esperion Therapeutics INC NE
    0.4% of the fund
  • SUMA AcquisitionSUMA
    0.3% of the fund
  • Global Business Travel GroupGBTG
    0.3% of the fund
  • Avanos MED
    0.3% of the fund
  • West Enclave MergerWENC
    0.3% of the fund
  • Ampercap AcquisitionAPMCU
    0.3% of the fund
  • Cambridge AcquisitionCAQ
    0.3% of the fund

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

  • Uber TechnologiesUBER
    2.3% of the fund
    -2%
  • Webster FinancialWBS
    1.2% of the fund
    -38%
  • Txnm EnergyTXNM
    0.7% of the fund
    -55%
  • PenumbraPEN
    0.4% of the fund
    -80%
  • KenvueKVUE
    0.4% of the fund
    -27%
  • Newhold Invt Corp IIINHICW
    0.1% of the fund
    -17%
  • Chart Inds
    <0.1% of the fund
    -96%
  • Archimedes Tech Spac PartnerATIIW
    <0.1% of the fund
    -13%
  • Silicon VY AcquisitionSVAQW
    <0.1% of the fund
    -14%
  • Launch TWO AcquisitionLPBBW
    <0.1% of the fund
    -10%

Sold out

Sold their entire stake.

  • Ishares Bitcoin Trust ETFIBIT
    -100%
  • Abony Acquisition Corp IAACOU
    -100%
  • Cantor Equity Partners III ICAEP
    -100%
  • HCM IV AcquisitionHACQU
    -100%
  • Aldabra 4 Lqdty OPP VEHALOVU
    -100%
  • Illumination AcquisitioILLUU
    -100%
  • Air Lease
    -100%
  • Hologic
    -100%
  • Factorial EnergyFAC
    -100%
  • Sealed Air Corp New
    -100%
  • Velos Acquisition IVLOS
    -100%
  • Masimo
    -100%
  • Hadron EnergyHDRN
    -100%
  • TeamsharesTMS
    -100%
  • Inflection PT AcquisitIPFXU
    -100%
  • Spartacus Acquisition Corp ITMTSU
    -100%
  • Haymaker Acquisition
    -100%
  • Legato Merger Corp III
    -100%
  • Veris Residential INC.com
    -100%
  • Suma AcquisitionSUMAU
    -100%
  • Arcellx
    -100%
  • SkyWater TechnologySKYT
    -100%
  • Proassurance
    -100%
  • DAY One Biopharmaceuticals I
    -100%
  • Cambridge AcquisitionCAQUU
    -100%

Holdings

  • Launch Two AcquisitionLPBB
    Share
    2.5%
    Value
    $11m
    Shares
    980,000

    Held

  • Lafayette Digital Acquisition Corp. IZKP
    Share
    2.4%
    Value
    $10m
    Shares
    1,000,000

    Held

  • Uber TechnologiesUBER
    Share
    2.3%
    Value
    $10m
    Shares
    137,710

    -2%

  • Art Technology AcquisitionARTC
    Share
    2.3%
    Value
    $10m
    Shares
    1,000,000

    Held

  • Abony Acquisition Corp. IAACO
    Share
    2.1%
    Value
    $9m
    Shares
    900,000

    New

  • Silicon Valley AcquisitionSVAQ
    Share
    2.0%
    Value
    $9m
    Shares
    850,000

    Held

  • Core Scientific INC NewCORZW
    Share
    2.0%
    Value
    $8m
    Shares
    448,512

    Held

  • HCM III AcquisitionHCMA
    Share
    1.8%
    Value
    $8m
    Shares
    750,000

    Held

  • Newhold Invt Corp III
    Share
    1.8%
    Value
    $8m
    Shares
    700,000

    Held

  • Jackson Acquisition Co IIJACS
    Share
    1.6%
    Value
    $7m
    Shares
    650,000

    Held

  • Bluerock AcquisitionBLRK
    Share
    1.5%
    Value
    $6m
    Shares
    650,000

    Held

  • GigCapital9GIX
    Share
    1.3%
    Value
    $6m
    Shares
    567,910

    Held

  • Norfolk SouthernNSC
    Share
    1.3%
    Value
    $5m
    Shares
    17,000

    Held

  • Titan AcquisitionTACH
    Share
    1.3%
    Value
    $5m
    Shares
    509,497

    Held

  • Silver Pegasus AcquisitionSPEG
    Share
    1.2%
    Value
    $5m
    Shares
    508,681

    Held

  • New Providence Acquisition Corp. III/CaymanNPAC
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    Held

  • Oxley Bridge AcquisitionOBA
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    Held

  • M3-Brigade Acquisition VIMBVI
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    Held

  • Emmis AcquisitionEMIS
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    Held

  • HCM IV AcquisitionHACQ
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    New

  • Aldabra 4 Liquidity Opportunity VehicleALOV
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    New

  • Breeze Acquisition Corp. IIBREZ
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    New

  • Illumination Acquisition Corp. IILLU
    Share
    1.2%
    Value
    $5m
    Shares
    500,000

    New

  • Webster FinancialWBS
    Share
    1.2%
    Value
    $5m
    Shares
    64,764

    -38%

  • Inflection PT Acquisition
    Share
    1.1%
    Value
    $5m
    Shares
    450,000

    Held

  • Talon CapitalTLNC
    Share
    1.1%
    Value
    $5m
    Shares
    450,000

    Held

  • LaFayette AcquisitionLAFA
    Share
    1.1%
    Value
    $5m
    Shares
    450,000

    Held

  • NewHold Investment Corp IVNHIV
    Share
    1.1%
    Value
    $5m
    Shares
    450,000

    New

  • Berto AcquisitionTACO
    Share
    1.0%
    Value
    $4m
    Shares
    410,668

    Held

  • Cohen Circle Acquisition Corp. IICCII
    Share
    1.0%
    Value
    $4m
    Shares
    400,000

    Held

  • Pioneer Acquisition IPACH
    Share
    1.0%
    Value
    $4m
    Shares
    400,000

    Held

  • GigCapital8GIW
    Share
    0.9%
    Value
    $4m
    Shares
    400,000

    Held

  • HeicoHEI-A
    Share
    0.9%
    Value
    $4m
    Shares
    14,944

    +3266%

  • Janus Henderson Group
    Share
    0.9%
    Value
    $4m
    Shares
    73,750

    Held

  • NorthWestern Energy GroupNWE
    Share
    0.9%
    Value
    $4m
    Shares
    52,422

    Held

  • General Fusion GroupGFUZ
    Share
    0.8%
    Value
    $4m
    Shares
    350,898

    Held

  • Archimedes Tech SPAC Partners IIATII
    Share
    0.8%
    Value
    $3m
    Shares
    300,000

    Held

  • Fifth Era Acquisition Corp IFERA
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • Colombier Acquisition Corp. IIICLBR
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • American Drive AcquisitionADAC
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • General Purpose AcquisitionGPAC
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • Launchpad Cadenza Acquisition Corp ILPCV
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • ITHAX Acquisition Corp IIIITHA
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • Hennessy Capital Investment Corp. VIIIHCIC
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • M Evo Global Acquisition Corp IIMEVO
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    Held

  • Interprivate Invts PartnersIPVVU
    Share
    0.7%
    Value
    $3m
    Shares
    300,000

    New

  • WEN AcquisitionWENN
    Share
    0.7%
    Value
    $3m
    Shares
    286,642

    Held

  • Txnm EnergyTXNM
    Share
    0.7%
    Value
    $3m
    Shares
    50,000

    -55%

  • RokuROKU
    Share
    0.6%
    Value
    $3m
    Shares
    19,558

    New

  • Gesher Acquisition Corp. IIGSHR
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Armada Acquisition Corp. IIXRPN
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Cantor Equity Partners IVCEPF
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Cal Redwood AcquisitionCRAQ
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Crane Harbor Acquisition Corp. IICRAN
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Range Capital Acquisition Corp IIRNGT
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Drugs Made In America Acquisition IIDMII
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Iron Horse Acquisition IIIRHO
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Meshflow AcquisitionMESH
    Share
    0.6%
    Value
    $3m
    Shares
    250,000

    Held

  • Mountain Lake Acquisition Corp. IIMLAA
    Share
    0.6%
    Value
    $2m
    Shares
    250,000

    Held

  • Praetorian AcquisitionPTOR
    Share
    0.6%
    Value
    $2m
    Shares
    250,000

    Held

  • QorvoQRVO
    Share
    0.5%
    Value
    $2m
    Shares
    25,000

    Held

  • Indigo AcquisitionINAC
    Share
    0.5%
    Value
    $2m
    Shares
    225,000

    Held

  • FIGX Capital AcquisitionFIGX
    Share
    0.5%
    Value
    $2m
    Shares
    225,000

    Held

  • Nuvalent
    Share
    0.5%
    Value
    $2m
    Shares
    18,459

    New

  • Black Spade Acquisition IIIBIII
    Share
    0.5%
    Value
    $2m
    Shares
    225,000

    Held

  • Apogee TherapeuticsAPGE
    Share
    0.5%
    Value
    $2m
    Shares
    16,472

    New

  • Catalyst Pharmaceuticals
    Share
    0.5%
    Value
    $2m
    Shares
    69,162

    New

  • Aldel Financial IIALDF
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Blue Acquisition Corp/CaymanBACC
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Cantor Equity Partners II IN
    Share
    0.5%
    Value
    $2m
    Shares
    157,929

    Held

  • Caesars EntertainmentCZR
    Share
    0.5%
    Value
    $2m
    Shares
    70,021

    New

  • Stellar V Capital Corp. (Cayman Islands)SVCC
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Sizzle Acquisition Corp. IISZZL
    Share
    0.5%
    Value
    $2m
    Shares
    199,600

    New

  • Axiom Intelligence Acquisition Corp 1AXIN
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Blue Water Acquisition Corp. IIIBLUW
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • 1RT AcquisitionONCH
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • LightWave AcquisitionLWAC
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Karbon Capital PartnersKBON
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Daedalus Special AcquisitionDSAC
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • BTC DevelopmentBDCI
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Evolution Global AcquisitionEVOX
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Activate Energy AcquisitionAEAQ
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    Held

  • Tribeca Strategic AcquisitioBIDWU
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    New

  • Keystone AcquisitionKEYY
    Share
    0.5%
    Value
    $2m
    Shares
    200,000

    New

  • Zillow GroupZ
    Share
    0.4%
    Value
    $2m
    Shares
    57,949

    New

  • Vendome Acquisition Corp IVNME
    Share
    0.4%
    Value
    $2m
    Shares
    175,000

    Held

  • Inflection Point Acquisition Corp. VIIPFX
    Share
    0.4%
    Value
    $2m
    Shares
    170,106

    New

  • Spartacus Acquisition Corp. IITMTS
    Share
    0.4%
    Value
    $2m
    Shares
    175,000

    New

  • Esperion Therapeutics INC NE
    Share
    0.4%
    Value
    $2m
    Shares
    503,300

    New

  • PenumbraPEN
    Share
    0.4%
    Value
    $2m
    Shares
    5,019

    -80%

  • Brighthouse FinancialBHF
    Share
    0.4%
    Value
    $2m
    Shares
    25,000

    Held

  • Bleichroeder Acquisiti
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • Cantor Equity Partners VCEPV
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • FutureCrest AcquisitionFCRS
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • Oyster Enterprises II AcquisitionOYSE
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • Space Asset AcquisitionSAAQ
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • KenvueKVUE
    Share
    0.4%
    Value
    $2m
    Shares
    80,000

    -27%

  • Spring Valley Acquisition Corp. IVSVIV
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • Chenghe Acquisition IIICHEC
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

  • Inflection Point Acquisition Corp. VIIIPXG
    Share
    0.4%
    Value
    $2m
    Shares
    150,000

    Held

Showing the largest 100 of 333.

Options (4)
  • Spdr Series TrustKRE
    Type
    Put
    Value
    $10m
    Contracts
    136,000
  • Uber TechnologiesUBER
    Type
    Put
    Value
    $7m
    Contracts
    100,000
  • Spdr Series TrustKRE
    Type
    Call
    Value
    $7m
    Contracts
    94,300
  • Beyond MeatBYND
    Type
    Put
    Value
    $8,000
    Contracts
    10,000

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 14.6% since 30 June 2025.

Where the money is

Financial services68.6%
Industrials7.6%
Technology4.8%
Utilities2.5%
Health care1.2%
Media & telecom1.1%
Retail & consumer0.5%
Materials0.4%
Everyday goods0.4%
Other12.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.