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Asset Manager ← All Institutions

Radcliffe Capital Management, L.P.

Q3 2025 · Filed 2025-11-14
Market Value
$240M
+27489.8%
Holdings
98
+94
New Purchases
49
Added To
21
Closed
15
Reduced
9
Top 10 Concentration
23.9%
Turnover
65.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GTEN 2.80% 0.00% +2.80% $7M
AACB 2.75% 0.00% +2.75% $7M
MBVIU 2.43% 0.00% +2.43% $6M
DMIIU 2.39% 0.00% +2.39% $6M
OTGA 2.31% 0.00% +2.31% $6M
YCY 2.27% 0.00% +2.27% $5M
HVMCU 2.25% 0.00% +2.25% $5M
OBA 2.23% 0.00% +2.23% $5M
CHAC 2.22% 0.00% +2.22% $5M
TLNCU 2.22% 0.00% +2.22% $5M
JACS 2.22% 0.00% +2.22% $5M
TACH 2.22% 0.00% +2.22% $5M
COPL 2.21% 0.00% +2.21% $5M
KCHV 2.20% 0.00% +2.20% $5M
TDAC 2.18% 0.00% +2.18% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGNI 0.36% 65.66% -65.30% $871K
VCIC 1.13% 33.76% -32.63% $3M
VCICW 0.00% 0.58% -0.58% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $728K 0.3%
Small Cap 43 $123M 51.3%
Micro Cap 54 $116M 48.4%

Portfolio Analytics

Avg Market Cap
$575M
Median Market Cap
$283M
Avg P/E
53.1
Median P/E
39.7
Avg Dividend Yield
—%
Avg Beta
0.52
# Stocks
97
# ETFs / Funds
1

Top Holdings (98 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GTEN 2.80% 658,063 $7M $10.21 -$26K
2 AACB 2.75% 650,000 $7M $10.15 $4M +381,998 +142.5%
3 MBVIU 2.43% 575,000 $6M $10.12 +575,000 NEW
4 DMIIU 2.39% 575,000 $6M $9.95 +575,000 NEW
5 OTGA 2.31% 550,000 $6M $10.07 +550,000 NEW
6 YCY 2.27% 516,776 $5M $10.52 $4M +399,701 +341.4%
7 HVMCU 2.25% 532,201 $5M $10.12 +532,201 NEW
8 OBA 2.23% 538,089 $5M $9.94 +538,089 NEW
9 CHAC 2.22% 525,000 $5M $10.14 $651K +60,951 +13.1%
10 TLNCU 2.22% 529,232 $5M $10.05 +529,232 NEW
11 JACS 2.22% 512,173 $5M $10.38 -$216K -24,927 -4.6%
12 TACH 2.22% 525,000 $5M $10.12 $3M +259,477 +97.7%
13 COPL 2.21% 523,589 $5M $10.12 -$913K -93,290 -15.1%
14 KCHV 2.20% 525,000 $5M $10.03 +525,000 NEW
15 TDAC 2.18% 504,305 $5M $10.35 $3M +329,001 +187.7%
16 CEPF 2.14% 504,049 $5M $10.18 +504,049 NEW
17 CGCT 2.13% 508,413 $5M $10.05 +508,413 NEW
18 NHIC 2.09% 493,204 $5M $10.18 $3M +310,113 +169.4%
19 TVAIR 2.09% 500,000 $5M $10.04 +500,000 NEW
20 XRPN 2.09% 479,191 $5M $10.43 -$377K -55,839 -10.4%
21 BACC 2.00% 479,220 $5M $10.00 +479,220 NEW
22 EMISU 1.98% 475,000 $5M $9.99 +475,000 NEW
23 BLUW 1.98% 475,000 $5M $9.98 +475,000 NEW
24 TVA 1.98% 442,191 $5M $10.71 $500K +22,359 +5.3%
25 LWACU 1.97% 475,000 $5M $9.95 +475,000 NEW
26 ANSC 1.84% 404,458 $4M $10.91 $760K +67,826 +20.1%
27 AEXA 1.82% 400,000 $4M $10.93 +400,000 NEW
28 WENN 1.81% 427,777 $4M $10.12 +427,777 NEW
29 SZZLU 1.80% 427,445 $4M $10.08 -$518K -52,820 -11.0%
30 GSRFU 1.71% 403,911 $4M $10.14 +403,911 NEW
31 IPODU 1.69% 400,000 $4M $10.12 $965K +93,279 +30.4%
32 RAAQU 1.64% 384,606 $4M $10.22 $622K +58,635 +18.0%
33 NMPAU 1.55% 374,900 $4M $9.93 +374,900 NEW
34 CCCX 1.52% 283,917 $4M $12.86 +283,917 NEW
35 TACO 1.49% 344,382 $4M $10.40 $2M +200,756 +139.8%
36 LATAU 1.46% 350,000 $3M $9.98 +350,000 NEW
37 ALDF 1.45% 332,032 $3M $10.45 $2M +236,234 +246.6%
38 CAEP 1.39% 323,190 $3M $10.32 $170K +23,190 +7.7%
39 FIGXU 1.28% 306,953 $3M $9.99 +306,953 NEW
40 CHEC 1.25% 300,000 $3M $9.98 +300,000 NEW
41 GTERU 1.25% 300,000 $3M $9.98 +300,000 NEW
42 VCIC 1.13% 252,587 $3M $10.71 $2M +196,464 +350.1%
43 IPCXU 1.11% 264,243 $3M $10.07 +264,243 NEW
44 PELIR 1.05% 249,365 $3M $10.06 -$12K -1,907 -0.8%
45 CHPGU 1.01% 239,738 $2M $10.09 +239,738 NEW
46 PGACU 0.98% 229,090 $2M $10.26 $18K
47 TDOC 0.85% 262,400 $2M $7.73 $2M +235,000 +857.7%
48 MLAC 0.83% 193,057 $2M $10.33 +193,057 NEW
49 FIVN 0.78% 77,500 $2M $24.20 +77,500 NEW
50 SBXD-UN 0.77% 177,412 $2M $10.47 $158K +22,375 +14.4%
51 BCSS 0.75% 179,323 $2M $10.09 +179,323 NEW
52 GSHRU 0.72% 168,706 $2M $10.17 $929K +91,156 +117.5%
53 BSAA 0.71% 170,000 $2M $10.05 +170,000 NEW
54 APACU 0.67% 160,000 $2M $9.97 +160,000 NEW
55 BDCIU 0.64% 152,500 $2M $10.10 +152,500 NEW
56 QUMSU 0.63% 150,000 $2M $10.13 +150,000 NEW
57 RDAGU 0.61% 144,024 $1M $10.21 +144,024 NEW
58 CCIX 0.59% 135,985 $1M $10.48 +135,985 NEW
59 DAAQU 0.55% 129,168 $1M $10.19 $530K +54,168 +72.2%
60 RTACU 0.51% 113,079 $1M $10.91 $408K +43,079 +61.5%
61 PCRX 0.51% 47,589 $1M $25.77 +47,589 NEW
62 SVCC 0.50% 115,315 $1M $10.30 +115,315 NEW
63 ETHM 0.48% 110,688 $1M $10.41 -$430K -44,430 -28.6%
64 IPEX 0.48% 112,050 $1M $10.24 $936K +91,183 +437.0%
65 LCCC 0.42% 100,052 $1M $10.08 $6K +52 +0.1%
66 WTG 0.42% 99,016 $997K $10.06 +99,016 NEW
67 MGNI 0.36% 40,000 $871K $21.78 -$335K -10,000 -20.0%
68 FCRS 0.33% 75,000 $795K $10.60 +75,000 NEW
69 JAAA 0.30% 14,329 $728K $50.78 +14,329 NEW
70 COLA 0.25% 58,050 $595K $10.24 +58,050 NEW
71 CEPT 0.19% 44,433 $467K $10.51 +44,433 NEW
72 QSEAU 0.11% 26,553 $269K $10.13 $2K
73 KFIIR 0.10% 24,057 $246K $10.21 +24,057 NEW
74 WTGUR 0.07% 16,252 $164K $10.06 +16,252 NEW
75 LCCCU 0.06% 13,641 $137K $10.08 -$683K -68,202 -83.3%
76 CEPO 0.06% 12,976 $136K $10.46 +12,976 NEW
77 CCIIU 0.04% 125,000 $100K $0.80 +125,000 NEW
78 TVACW 0.04% 85,900 $97K $1.13 $64K -38,169 -30.8%
79 WENNW 0.03% 113,810 $65K $0.58 +113,810 NEW
80 PACHW 0.02% 250,000 $52K $0.21 +250,000 NEW
81 LWACW 0.02% 250,000 $47K $0.19 +250,000 NEW
82 VNME 0.02% 187,500 $38K $0.20 +187,500 NEW
83 TACOW 0.01% 26,343 $18K $0.68 -$4
84 TVAIU —% -$5M -533,683 -100.0% SOLD
85 PMTRU —% -$1M -112,600 -100.0% SOLD
86 OBAWU —% -$5M -500,000 -100.0% SOLD
87 PCAPU —% -$804K -75,000 -100.0% SOLD
88 NPACU —% -$151K -14,417 -100.0% SOLD
89 WENNU —% -$1M -132,621 -100.0% SOLD
90 WTGUU —% -$1M -125,000 -100.0% SOLD
91 CCCXU —% -$2M -191,516 -100.0% SOLD
92 BACCU —% -$5M -500,000 -100.0% SOLD
93 VCICW —% -$4K -14,448 -100.0% SOLD
94 AXINU —% -$4M -375,664 -100.0% SOLD
95 EGHAU —% -$3M -264,763 -100.0% SOLD
96 KCHVU —% -$5M -500,000 -100.0% SOLD
97 BSAAU —% -$2M -170,000 -100.0% SOLD
98 PACH —% -$5M -500,000 -100.0% SOLD

New Positions

SymbolValue% Port
MBVIU $6M 2.43%
DMIIU $6M 2.39%
OTGA $6M 2.31%
HVMCU $5M 2.25%
OBA $5M 2.23%
TLNCU $5M 2.22%
KCHV $5M 2.20%
CEPF $5M 2.14%
CGCT $5M 2.13%
TVAIR $5M 2.09%
BACC $5M 2.00%
EMISU $5M 1.98%
BLUW $5M 1.98%
LWACU $5M 1.97%
AEXA $4M 1.82%

Sold Out Positions

SymbolValue% Port
BSAAU —%
PCAPU —%
PACH —%
PMTRU —%
NPACU —%
BACCU —%
TVAIU —%
WTGUU —%
AXINU —%
KCHVU —%
WENNU —%
EGHAU —%
OBAWU —%
VCICW —%
CCCXU —%
View SEC EDGAR Filings for Radcliffe Capital Management, L.P. →

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