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HEIGHTS CAPITAL MANAGEMENT, INC

Q2 2025 · Filed 2025-08-14
Market Value
$142M
+97.0%
Holdings
81
+10
New Purchases
34
Added To
0
Closed
24
Reduced
9
Top 10 Concentration
72.2%
Turnover
71.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACHR 17.68% 0.00% +17.68% $25M
NNE 9.10% 0.00% +9.10% $13M
AMSC 8.79% 0.00% +8.79% $12M
ALVO 7.01% 0.00% +7.01% $10M
FGMC 5.49% 0.00% +5.49% $8M
ADCT 5.35% 0.00% +5.35% $8M
JACS 5.08% 0.00% +5.08% $7M
BMEA 4.87% 0.00% +4.87% $7M
KCHVU 3.59% 0.00% +3.59% $5M
CABA 3.37% 0.00% +3.37% $5M
KTOS 2.45% 0.00% +2.45% $3M
CCCMU 2.20% 0.00% +2.20% $3M
TVAIU 1.79% 0.00% +1.79% $3M
OBAWU 1.76% 0.00% +1.76% $3M
XRPNU 1.43% 0.00% +1.43% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLUG 0.00% 43.27% -43.27% $0
HUMA 0.00% 9.52% -9.52% $0
DMAAU 0.00% 9.13% -9.13% $0
FERAU 0.00% 4.89% -4.89% $0
PLMKU 0.00% 3.50% -3.50% $0
RIBBU 0.00% 2.86% -2.86% $0
COLAU 0.00% 2.82% -2.82% $0
UYSCU 0.00% 2.44% -2.44% $0
UCFI 0.00% 2.40% -2.40% $0
IBAC 1.84% 3.57% -1.74% $3M
ONDS 5.20% 6.67% -1.47% $7M
IPEXU 0.00% 1.42% -1.42% $0
GNLX 0.00% 0.89% -0.89% $0
HVIIU 0.00% 0.84% -0.84% $0
ETHM 0.86% 1.66% -0.80% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $3M 2.5%
Mid Cap 4 $45M 31.7%
Small Cap 18 $59M 41.8%
Micro Cap 57 $34M 24.0%

Portfolio Analytics

Avg Market Cap
$636M
Median Market Cap
$110M
Avg P/E
45.5
Median P/E
37.5
Avg Dividend Yield
0.00%
Avg Beta
0.81
# Stocks
81
# ETFs / Funds
0

Top Holdings (81 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACHR 17.68% 2,312,285 $25M $10.85 +2,312,285 NEW
2 NNE 9.10% 374,567 $13M $34.49 +374,567 NEW
3 AMSC 8.79% 340,102 $12M $36.69 +340,102 NEW
4 ALVO 7.01% 1,090,664 $10M $9.12 +1,090,664 NEW
5 FGMC 5.49% 790,000 $8M $9.87 +790,000 NEW
6 ADCT 5.35% 2,832,861 $8M $2.68 +2,832,861 NEW
7 ONDS 5.20% 3,845,070 $7M $1.92 $3M -649,431 -14.4%
8 JACS 5.08% 700,000 $7M $10.30 +700,000 NEW
9 BMEA 4.87% 3,839,349 $7M $1.80 +3,839,349 NEW
10 KCHVU 3.59% 500,000 $5M $10.18 +500,000 NEW
11 CABA 3.37% 3,144,106 $5M $1.52 +3,144,106 NEW
12 KTOS 2.45% 75,000 $3M $46.45 +75,000 NEW
13 CCCMU 2.20% 271,004 $3M $11.52 +271,004 NEW
14 IBAC 1.84% 249,100 $3M $10.47 $33K -900 -0.4%
15 TVAIU 1.79% 250,000 $3M $10.17 +250,000 NEW
16 OBAWU 1.76% 250,000 $3M $10.01 +250,000 NEW
17 XRPNU 1.43% 200,000 $2M $10.18 +200,000 NEW
18 COLA 1.43% 200,000 $2M $10.12 +200,000 NEW
19 SZZLU 1.42% 200,000 $2M $10.05 +200,000 NEW
20 BSAAU 1.24% 175,000 $2M $10.04 +175,000 NEW
21 ETHM 0.86% 120,000 $1M $10.19 $29K
22 TACH 0.85% 120,000 $1M $10.08 +120,000 NEW
23 TACOU 0.76% 100,000 $1M $10.77 +100,000 NEW
24 IPEX 0.71% 100,000 $1M $10.13 +100,000 NEW
25 WTGUU 0.71% 100,000 $1M $10.08 +100,000 NEW
26 PACH 0.71% 100,000 $1M $10.01 +100,000 NEW
27 ALLT 0.60% 100,000 $855K $8.55 +100,000 NEW
28 PMTRU 0.53% 71,307 $747K $10.47 +71,307 NEW
29 PGACU 0.47% 65,000 $662K $10.19 +65,000 NEW
30 VCIC 0.41% 55,790 $581K $10.41 $13K
31 BCTXZ 0.40% 552,081 $574K $1.04 +552,081 NEW
32 PELIU 0.36% 50,000 $508K $10.16 +50,000 NEW
33 AXINU 0.36% 50,000 $505K $10.10 +50,000 NEW
34 BACCU 0.35% 50,000 $502K $10.04 +50,000 NEW
35 ANSC 0.27% 35,482 $385K $10.85 $6K
36 CCIX 0.25% 33,475 $352K $10.52 -$174K -15,425 -31.5%
37 TVA 0.18% 25,900 $261K $10.08 +25,900 NEW
38 IPEXR 0.02% 99,799 $27K $0.27 +99,799 NEW
39 GWH-WT 0.02% 586,218 $23K $0.04 -$24K
40 AMPGW 0.01% 46,662 $21K $0.45 $2K
41 WAVSW 0.01% 309,520 $19K $0.06 $6K -38,495 -11.1%
42 AIMDW 0.01% 82,500 $12K $0.14 $2K
43 IBACR 0.01% 245,191 $10K $0.04 -$5K -4,809 -1.9%
44 RMCOW 0.01% 352,819 $8K $0.02 $2K -4,434 -1.2%
45 IVDAW —% 54,000 $7K $0.13 -$869
46 VCICW —% 23,025 $7K $0.29 -$738 -4,870 -17.5%
47 SBEV-WT —% 288,884 $6K $0.02 -$1K
48 UCFIW —% 87,043 $5K $0.06 -$1K -112,957 -56.5%
49 LEXXW —% 41,251 $4K $0.10 -$9K
50 VSSYW —% 100,000 $4K $0.04 +100,000 NEW
51 DTSTW —% 29,000 $3K $0.12 -$7K
52 TVACW —% 12,950 $3K $0.26 +12,950 NEW
53 VAPEW —% 100,000 $2K $0.02 $780
54 SVREW —% 40,000 $1K $0.04 $364
55 GOVXW —% 53,960 $1K $0.03 -$1K
56 CDTTW —% 45,923 $501 $0.01 -$225 -33,035 -41.8%
57 HYMCL —% 15,174 $266 $0.02 -$256
58 PLMKU —% -$3M -250,000 -100.0% SOLD
59 FORL —% -$556K -49,122 -100.0% SOLD
60 PLUG —% -$31M -23,091,715 -100.0% SOLD
61 GBBKR —% -$62K -625,000 -100.0% SOLD
62 HUMA —% -$7M -4,025,000 -100.0% SOLD
63 OSRHW —% -$1K -28,279 -100.0% SOLD
64 GFL —% -$242K -5,000 -100.0% SOLD
65 DMAAU —% -$7M -650,000 -100.0% SOLD
66 MSSAR —% -$4K -55,000 -100.0% SOLD
67 COLAU —% -$2M -200,000 -100.0% SOLD
68 FERAU —% -$4M -350,000 -100.0% SOLD
69 UYSCU —% -$2M -175,000 -100.0% SOLD
70 GNLX —% -$644K -238,366 -100.0% SOLD
71 BENFW —% -$503 -67,109 -100.0% SOLD
72 HVIIU —% -$604K -60,000 -100.0% SOLD
73 IPEXU —% -$1M -100,000 -100.0% SOLD
74 RIBBU —% -$2M -200,000 -100.0% SOLD
75 UCFI —% -$2M -165,043 -100.0% SOLD
76 CLRCR —% -$9K -50,000 -100.0% SOLD
77 VRMEW —% -$3K -67,870 -100.0% SOLD
78 PMN —% -$13K -18,267 -100.0% SOLD
79 GBBKW —% -$13K -427,592 -100.0% SOLD
80 YOTAR —% -$8K -50,000 -100.0% SOLD
81 NOEM —% -$408K -40,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 4 Puts $55M Put Value

Top Puts

SymbolSharesValueStatus
NNE 1,220,400 $42M
AMSC 342,900 $13M NEW
ADSE 19,000 $262K NEW
USAR 15,300 $168K NEW

New Positions

SymbolValue% Port
ACHR $25M 17.68%
NNE $13M 9.10%
AMSC $12M 8.79%
ALVO $10M 7.01%
FGMC $8M 5.49%
ADCT $8M 5.35%
JACS $7M 5.08%
BMEA $7M 4.87%
KCHVU $5M 3.59%
CABA $5M 3.37%
KTOS $3M 2.45%
CCCMU $3M 2.20%
TVAIU $3M 1.79%
OBAWU $3M 1.76%
XRPNU $2M 1.43%

Sold Out Positions

SymbolValue% Port
GFL —%
GNLX —%
HUMA —%
PLUG —%
DMAAU —%
PMN —%
PLMKU —%
OSRHW —%
NOEM —%
BENFW —%
UYSCU —%
COLAU —%
FORL —%
IPEXU —%
FERAU —%
View SEC EDGAR Filings for HEIGHTS CAPITAL MANAGEMENT, INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms