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HEIGHTS CAPITAL MANAGEMENT, INC

Q1 2026 · Filed 2026-05-15
Market Value
$201M
+78.1%
Holdings
156
+40
New Purchases
75
Added To
0
Closed
32
Reduced
4
Top 10 Concentration
53.9%
Turnover
68.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SLDP 18.54% 0.00% +18.54% $37M
IONQ 11.72% 0.00% +11.72% $24M
CMPS 4.11% 0.00% +4.11% $8M
DMII 2.58% 0.00% +2.58% $5M
IRHO 2.31% 0.00% +2.31% $5M
CADL 1.89% 0.00% +1.89% $4M
NBRGU 1.50% 0.00% +1.50% $3M
BBCQ 1.40% 0.00% +1.40% $3M
MESH 1.23% 0.00% +1.23% $2M
SVIVU 1.01% 0.00% +1.01% $2M
YCY-UN 1.00% 0.00% +1.00% $2M
KRAQU 1.00% 0.00% +1.00% $2M
DNMX 0.99% 0.00% +0.99% $2M
SCYX 0.95% 0.00% +0.95% $2M
QADRU 0.79% 0.00% +0.79% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DMIIU 0.00% 4.61% -4.61% $0
CCXIU 0.00% 4.52% -4.52% $0
IRHOU 0.00% 4.15% -4.15% $0
ABSI 0.00% 3.30% -3.30% $0
FGMC 3.98% 7.04% -3.06% $8M
JACS 3.70% 6.47% -2.78% $7M
KYTX 0.00% 2.27% -2.27% $0
MESHU 0.00% 2.22% -2.22% $0
KCHV 2.55% 4.50% -1.95% $5M
VLCN 2.11% 4.05% -1.94% $4M
COLA 0.00% 1.84% -1.84% $0
DNMXU 0.00% 1.78% -1.78% $0
NMPAU 2.28% 4.00% -1.72% $5M
SCIIU 0.00% 1.34% -1.34% $0
EMIS 1.75% 3.09% -1.34% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $24M 11.7%
Small Cap 34 $95M 47.4%
Micro Cap 121 $82M 40.8%

Portfolio Analytics

Avg Market Cap
$348M
Median Market Cap
$182M
Avg P/E
57.5
Median P/E
40.0
Avg Dividend Yield
0.00%
Avg Beta
0.47
# Stocks
156
# ETFs / Funds
0

Top Holdings (156 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SLDP 18.54% 12,395,558 $37M $3.00 +12,395,558 NEW
2 IONQ 11.72% 815,542 $24M $28.83 +815,542 NEW
3 CMPS 4.11% 1,492,415 $8M $5.53 +1,492,415 NEW
4 FGMC 3.98% 790,000 $8M $10.10 $47K
5 JACS 3.70% 700,000 $7M $10.59 $119K
6 DMII 2.58% 519,400 $5M $9.98 +519,400 NEW
7 KCHV 2.55% 500,000 $5M $10.25 $55K
8 IRHO 2.31% 470,000 $5M $9.87 +470,000 NEW
9 NMPAU 2.28% 450,000 $5M $10.16 $63K
10 VLCN 2.11% 1,000,000 $4M $4.23 -$335K
11 CADL 1.89% 775,000 $4M $4.90 +775,000 NEW
12 EMIS 1.75% 350,000 $4M $10.05 $35K
13 COPL 1.54% 300,000 $3M $10.32 $15K
14 NBRGU 1.50% 300,000 $3M $10.03 +300,000 NEW
15 BBCQ 1.40% 279,547 $3M $10.02 +279,547 NEW
16 TVAIR 1.27% 250,000 $3M $10.23 $28K
17 ORIQ 1.27% 249,900 $3M $10.21 $17K
18 OBA 1.26% 250,000 $3M $10.13 $18K
19 MESH 1.23% 250,000 $2M $9.89 +250,000 NEW
20 CHPGU 1.08% 212,182 $2M $10.24 $15K
21 LCCC 1.03% 200,000 $2M $10.30 $18K
22 SZZLU 1.02% 200,000 $2M $10.26 $20K
23 SVIVU 1.01% 200,000 $2M $10.16 +200,000 NEW
24 YCY-UN 1.00% 200,000 $2M $10.07 +200,000 NEW
25 KRAQU 1.00% 200,000 $2M $10.01 +200,000 NEW
26 DNMX 0.99% 200,000 $2M $9.92 +200,000 NEW
27 XRPN 0.98% 191,267 $2M $10.31 $13K
28 SCYX 0.95% 2,086,960 $2M $0.92 +2,086,960 NEW
29 RDAGU 0.91% 178,000 $2M $10.22 $17K
30 BSAA 0.90% 175,000 $2M $10.26 $23K
31 QADRU 0.79% 160,000 $2M $9.92 +160,000 NEW
32 CGCT 0.77% 150,000 $2M $10.25 -$6K
33 WSTN 0.75% 150,000 $1M $9.99 +150,000 NEW
34 SCII 0.75% 150,000 $1M $9.98 +150,000 NEW
35 XCBEU 0.74% 150,000 $1M $9.94 +150,000 NEW
36 IMDX 0.64% 392,545 $1M $3.28 +392,545 NEW
37 GTERU 0.63% 124,229 $1M $10.25 $19K
38 ALOVU 0.62% 125,000 $1M $9.97 +125,000 NEW
39 TACH 0.62% 120,000 $1M $10.33 $8K
40 XSLLU 0.60% 122,500 $1M $9.90 +122,500 NEW
41 BLZR 0.57% 113,373 $1M $10.05 +113,373 NEW
42 GWH 0.56% 963,495 $1M $1.17 +963,495 NEW
43 ITHA 0.54% 110,000 $1M $9.90 +110,000 NEW
44 IPEX 0.52% 100,000 $1M $10.40 $14K
45 WTG 0.51% 100,000 $1M $10.27 $8K
46 TACO 0.51% 100,000 $1M $10.25 $11K
47 SSEAU 0.51% 100,000 $1M $10.15 $12K
48 FIGXU 0.50% 100,000 $1M $10.13 $7K
49 CEPS 0.50% 100,000 $1M $10.12 +100,000 NEW
50 MEVOU 0.50% 100,000 $1M $10.04 +100,000 NEW
51 LAFA 0.50% 100,000 $997K $9.97 +100,000 NEW
52 TDWD 0.50% 100,000 $994K $9.94 $8K
53 BLRK 0.49% 100,000 $990K $9.90 +100,000 NEW
54 EVOX 0.41% 82,652 $825K $9.98 +82,652 NEW
55 CLBR-UN 0.38% 75,000 $764K $10.18 +75,000 NEW
56 SORNU 0.38% 76,220 $757K $9.93 +76,220 NEW
57 ALIS 0.37% 74,300 $745K $10.03 +74,300 NEW
58 CRAN 0.37% 75,000 $742K $9.90 +75,000 NEW
59 PGACU 0.34% 65,000 $681K $10.48 $8K
60 PTORU 0.30% 60,000 $593K $9.89 +60,000 NEW
61 CAQUU 0.27% 55,000 $548K $9.96 +55,000 NEW
62 HIT 0.27% 373,298 $541K $1.45 +373,298 NEW
63 IPCXU 0.25% 50,000 $510K $10.21 $4K
64 LWACU 0.25% 50,000 $510K $10.20 $8K
65 APACR 0.25% 50,500 $508K $10.05 +50,500 NEW
66 HVMC 0.25% 50,000 $502K $10.05 +50,000 NEW
67 GIXXU 0.25% 50,000 $502K $10.04 +50,000 NEW
68 HACQU 0.25% 50,000 $502K $10.03 +50,000 NEW
69 SVAQU 0.25% 50,000 $501K $10.02 +50,000 NEW
70 PALOU 0.25% 50,000 $499K $9.98 +50,000 NEW
71 FGIIU 0.25% 50,000 $498K $9.97 +50,000 NEW
72 ADACU 0.25% 50,000 $498K $9.97 -$1K
73 TRGSU 0.25% 50,000 $498K $9.95 +50,000 NEW
74 VACI 0.25% 50,000 $496K $9.93 +50,000 NEW
75 PAACU 0.24% 48,200 $481K $9.98 +48,200 NEW
76 KTWOU 0.20% 40,000 $402K $10.05 +40,000 NEW
77 MUZEU 0.19% 39,300 $390K $9.93 +39,300 NEW
78 ILLUU 0.18% 35,600 $353K $9.92 +35,600 NEW
79 BACC 0.17% 33,455 $342K $10.21
80 IPODU 0.15% 30,000 $310K $10.33 $4K
81 TVA 0.13% 25,900 $269K $10.39 -$7K
82 MODD 0.13% 50,000 $264K $5.28 +50,000 NEW
83 AACOU 0.12% 25,000 $248K $9.94 +25,000 NEW
84 TLNC 0.12% 24,104 $247K $10.25 +24,104 NEW
85 LPCVU 0.10% 20,000 $200K $10.00 $400
86 ACAAU 0.10% 20,000 $200K $9.99 +20,000 NEW
87 LATA 0.07% 15,000 $150K $9.99 +15,000 NEW
88 HAVA 0.05% 10,000 $100K $10.01 +10,000 NEW
89 BBCQW 0.04% 93,182 $89K $0.95 +93,182 NEW
90 AMPGR 0.04% 1,230,000 $86K $0.07 +1,230,000 NEW
91 BCTXZ 0.04% 540,098 $76K $0.14 -$88K -4,600 -0.8%
92 AMPGZ 0.04% 1,230,000 $75K $0.06 +1,230,000 NEW
93 IRHOR 0.03% 470,000 $52K $0.11 +470,000 NEW
94 BRRWW 0.02% 132,280 $37K $0.28 -$56K
95 DMIIR 0.02% 428,784 $34K $0.08 +428,784 NEW
96 CCXIW 0.02% 44,817 $32K $0.72 +44,817 NEW
97 WSTNR 0.02% 150,000 $32K $0.21 +150,000 NEW
98 LCCCU 0.02% 174,809 $31K $0.18 -$13K -1,495 -0.8%
99 IGACR 0.01% 147,193 $28K $0.19 +147,193 NEW
100 ORIQW 0.01% 124,950 $24K $0.19 $325

Options Breakdown

0 Calls $0 Call Value 1 Puts $2M Put Value

Top Puts

SymbolSharesValueStatus
NNE 81,000 $2M

New Positions

SymbolValue% Port
SLDP $37M 18.54%
IONQ $24M 11.72%
CMPS $8M 4.11%
DMII $5M 2.58%
IRHO $5M 2.31%
CADL $4M 1.89%
NBRGU $3M 1.50%
BBCQ $3M 1.40%
MESH $2M 1.23%
SVIVU $2M 1.01%
YCY-UN $2M 1.00%
KRAQU $2M 1.00%
DNMX $2M 0.99%
SCYX $2M 0.95%
QADRU $2M 0.79%

Sold Out Positions

SymbolValue% Port
ABSI —%
CCXIU —%
HAVAU —%
KOYNU —%
DYORU —%
APACU —%
GIW —%
TLNCU —%
HCACU —%
HVMCU —%
COLA —%
KYTX —%
RMCOW —%
GSRFU —%
IRHOU —%
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