account_balance
Investment manager · 13F filer · SEC CIK 1964236
Gritstone Asset Management LLC
Reported value$103Mas of Sep 30, 2026
Positions195 52 new, 31 sold out
Top 10 weight27.9%ARCC alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ARCCAres Capital Corp
8.3%
ALDFAldel Financial II Inc.
4.1%
AACAres Acquisition Corp III
2.5%New
OACCOaktree Acquisition Corp. III Life Sciences
2.0%Trimmed −51%
RACRithm Acquisition Corp.
2.0%
RREVRRE Ventures Acquisition Corp.
1.9%
SAMOSamos Energy Acquisition Corp
1.9%New
NWAXNew America Acquisition I Corp.
1.9%
ZKPLafayette Digital Acquisition Corp. I
1.7%
KFIIK&F Growth Acquisition Corp. II
1.5%
TLNCTalon Capital Corp.
1.5%
LFACLeapfrog Acquisition Corp
1.5%
ARCCAres Capital Corp
8.3%
ALDFAldel Financial II Inc.
4.1%
AACAres Acquisition Corp III
2.5%New
OACCOaktree Acquisition Corp. III Life Sciences
2.0%−51%
RACRithm Acquisition Corp.
2.0%
RREVRRE Ventures Acquisition Corp.
1.9%
SAMOSamos Energy Acquisition Corp
1.9%
NWAXNew America Acquisition I Corp.
1.9%
ZKPLafayette Digital Acquisition Corp. I
1.7%
KFII1.5%TLNCLFACBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARCC Ares Capital Corp 8.3% HeldALDF Aldel Financial II Inc. 4.1% HeldAAC Ares Acquisition Corp III 2.5% NewOACC Oaktree Acquisition Corp. III Life Sciences 2.0% Trimmed −51%RAC Rithm Acquisition Corp. 2.0% HeldRREV RRE Ventures Acquisition Corp. 1.9% HeldSAMO Samos Energy Acquisition Corp 1.9% NewNWAX New America Acquisition I Corp. 1.9% HeldZKP Lafayette Digital Acquisition Corp. I 1.7% HeldKFII K&F Growth Acquisition Corp. II 1.5% HeldTLNC Talon Capital Corp. 1.5% HeldLFAC Leapfrog Acquisition Corp 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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