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Asset Manager ← All Institutions

Radcliffe Capital Management, L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$358M
+49.3%
Holdings
141
+43
New Purchases
58
Added To
36
Closed
17
Reduced
13
Top 10 Concentration
18.8%
Turnover
53.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MESHU 2.09% 0.00% +2.09% $7M
EVOX 1.99% 0.00% +1.99% $7M
SBXE-UN 1.79% 0.00% +1.79% $6M
IRHOU 1.68% 0.00% +1.68% $6M
LPCVU 1.67% 0.00% +1.67% $6M
ADACU 1.67% 0.00% +1.67% $6M
BDCI 1.63% 0.00% +1.63% $6M
DMII 1.59% 0.00% +1.59% $6M
VACI 1.59% 0.00% +1.59% $6M
HCACU 1.54% 0.00% +1.54% $6M
HAVA 1.53% 0.00% +1.53% $5M
BLZR 1.50% 0.00% +1.50% $5M
TLNC 1.50% 0.00% +1.50% $5M
HVMC 1.49% 0.00% +1.49% $5M
ITHAU 1.47% 0.00% +1.47% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MBVIU 0.00% 2.43% -2.43% $0
DMIIU 0.00% 2.39% -2.39% $0
OTGA 0.00% 2.31% -2.31% $0
HVMCU 0.00% 2.25% -2.25% $0
TLNCU 0.00% 2.22% -2.22% $0
EMISU 0.00% 1.98% -1.98% $0
GSRFU 0.00% 1.71% -1.71% $0
CCCX 0.00% 1.52% -1.52% $0
LATAU 0.00% 1.46% -1.46% $0
CHAC 0.93% 2.22% -1.29% $3M
CHEC 0.00% 1.25% -1.25% $0
TVA 1.05% 1.98% -0.93% $4M
GTEN 1.89% 2.80% -0.92% $7M
AACB 1.92% 2.75% -0.83% $7M
BCSS 0.00% 0.75% -0.75% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $863K 0.2%
Mid Cap 2 $2M 0.6%
Small Cap 49 $162M 45.3%
Micro Cap 88 $193M 53.9%

Portfolio Analytics

Avg Market Cap
$665M
Median Market Cap
$233M
Avg P/E
54.4
Median P/E
37.7
Avg Dividend Yield
—%
Avg Beta
0.39
# Stocks
140
# ETFs / Funds
1

Top Holdings (141 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MESHU 2.09% 749,400 $7M $10.00 +749,400 NEW
2 EVOX 1.99% 720,988 $7M $9.87 +720,988 NEW
3 WENN 1.95% 691,263 $7M $10.10 $3M +263,486 +61.6%
4 JACS 1.93% 662,430 $7M $10.42 $2M +150,257 +29.3%
5 AACB 1.92% 667,119 $7M $10.30 $274K +17,119 +2.6%
6 GTEN 1.89% 658,063 $7M $10.25 $26K
7 TACH 1.79% 625,010 $6M $10.25 $1M +100,010 +19.1%
8 SBXE-UN 1.79% 635,000 $6M $10.07 +635,000 NEW
9 OBA 1.76% 625,296 $6M $10.08 $952K +87,207 +16.2%
10 CGCT 1.71% 595,796 $6M $10.30 $1M +87,383 +17.2%
11 IRHOU 1.68% 603,644 $6M $9.95 +603,644 NEW
12 LPCVU 1.67% 600,000 $6M $9.98 +600,000 NEW
13 ADACU 1.67% 600,000 $6M $9.97 +600,000 NEW
14 COPL 1.64% 572,786 $6M $10.23 $561K +49,197 +9.4%
15 BDCI 1.63% 581,316 $6M $10.01 +581,316 NEW
16 NHIC 1.62% 560,971 $6M $10.36 $794K +67,767 +13.7%
17 KCHV 1.60% 566,200 $6M $10.14 $476K +41,200 +7.8%
18 DMII 1.59% 575,607 $6M $9.90 +575,607 NEW
19 VACI 1.59% 575,000 $6M $9.90 +575,000 NEW
20 LWACU 1.58% 564,160 $6M $10.04 $938K +89,160 +18.8%
21 YCY 1.58% 528,530 $6M $10.67 $203K +11,754 +2.3%
22 HCACU 1.54% 550,000 $6M $10.02 +550,000 NEW
23 CEPF 1.54% 534,810 $5M $10.28 $364K +30,761 +6.1%
24 HAVA 1.53% 550,000 $5M $9.93 +550,000 NEW
25 BLZR 1.50% 537,741 $5M $10.01 +537,741 NEW
26 TLNC 1.50% 530,385 $5M $10.11 +530,385 NEW
27 BACC 1.50% 524,100 $5M $10.21 $561K +44,880 +9.4%
28 HVMC 1.49% 532,201 $5M $10.00 +532,201 NEW
29 TVAIR 1.48% 525,000 $5M $10.12 $296K +25,000 +5.0%
30 TDAC 1.48% 505,514 $5M $10.47 $73K +1,209 +0.2%
31 ITHAU 1.47% 525,732 $5M $9.98 +525,732 NEW
32 SAC-UN 1.41% 500,000 $5M $10.09 +500,000 NEW
33 CRANU 1.41% 500,000 $5M $10.07 +500,000 NEW
34 EMIS 1.39% 499,126 $5M $9.97 +499,126 NEW
35 SZZLU 1.39% 489,484 $5M $10.16 $665K +62,039 +14.5%
36 BLUW 1.37% 475,000 $5M $10.32 $162K
37 DAAQU 1.35% 474,579 $5M $10.16 $4M +345,411 +267.4%
38 XRPN 1.34% 466,789 $5M $10.24 -$220K -12,402 -2.6%
39 TDWD 1.31% 477,680 $5M $9.85 +477,680 NEW
40 ANSC 1.26% 404,238 $5M $11.19 $111K -220 -0.1%
41 IPODU 1.21% 424,606 $4M $10.20 $285K +24,606 +6.2%
42 AEXA 1.17% 366,382 $4M $11.39 -$199K -33,618 -8.4%
43 BLRKU 1.12% 400,431 $4M $10.00 +400,431 NEW
44 SCPQU 1.12% 399,861 $4M $10.00 +399,861 NEW
45 RAAQU 1.10% 385,923 $4M $10.22 $13K +1,317 +0.3%
46 ALDF 1.09% 370,459 $4M $10.49 $416K +38,427 +11.6%
47 NMPAU 1.05% 374,900 $4M $10.02 $34K
48 TVA 1.05% 352,594 $4M $10.65 -$981K -89,597 -20.3%
49 DNMX 1.04% 375,171 $4M $9.89 +375,171 NEW
50 GTERU 0.99% 350,000 $4M $10.10 $541K +50,000 +16.7%
51 TACO 0.98% 347,482 $4M $10.14 -$58K +3,100 +0.9%
52 YCY-UN 0.97% 350,000 $3M $9.97 +350,000 NEW
53 LATA 0.97% 350,000 $3M $9.94 +350,000 NEW
54 FIGXU 0.93% 331,994 $3M $10.06 $273K +25,041 +8.2%
55 CHAC 0.93% 307,926 $3M $10.77 -$2M -217,074 -41.4%
56 CAEP 0.92% 323,608 $3M $10.20 -$35K +418 +0.1%
57 VHCPU 0.89% 318,172 $3M $10.02 +318,172 NEW
58 AEAQU 0.88% 315,653 $3M $10.00 +315,653 NEW
59 RDAGU 0.75% 266,602 $3M $10.12 $1M +122,578 +85.1%
60 IPCXU 0.75% 263,743 $3M $10.14 $13K -500 -0.2%
61 PELIR 0.71% 249,365 $3M $10.15 $23K
62 SVAQU 0.69% 250,000 $2M $9.95 +250,000 NEW
63 CHPGU 0.68% 239,738 $2M $10.19 $25K
64 SBXD-UN 0.67% 227,454 $2M $10.58 $549K +50,042 +28.2%
65 PGACU 0.66% 229,090 $2M $10.38 $27K
66 GSHRU 0.65% 227,045 $2M $10.27 $615K +58,339 +34.6%
67 CEPV 0.63% 218,727 $2M $10.25 +218,727 NEW
68 SVCC 0.62% 213,002 $2M $10.37 $1M +97,687 +84.7%
69 MLAC 0.56% 193,057 $2M $10.40 $14K
70 LAFA 0.55% 200,000 $2M $9.90 +200,000 NEW
71 VCIC 0.53% 175,730 $2M $10.77 -$813K -76,857 -30.4%
72 MMTX 0.48% 175,000 $2M $9.91 +175,000 NEW
73 BSAA 0.48% 170,000 $2M $10.12 $12K
74 FIVN 0.48% 85,000 $2M $20.05 -$171K +7,500 +9.7%
75 CCIX 0.45% 152,581 $2M $10.63 $197K +16,596 +12.2%
76 APACR 0.44% 160,000 $2M $9.95 +160,000 NEW
77 LFACU 0.44% 156,403 $2M $10.00 +156,403 NEW
78 DSACU 0.42% 151,268 $2M $10.04 +151,268 NEW
79 RTACU 0.42% 139,812 $1M $10.67 $258K +26,733 +23.6%
80 KBONU 0.41% 146,195 $1M $10.07 +146,195 NEW
81 CXW 0.40% 75,000 $1M $19.11 +75,000 NEW
82 MGNI 0.40% 87,400 $1M $16.23 $547K +47,400 +118.5%
83 TDOC 0.39% 201,300 $1M $7.00 -$619K -61,100 -23.3%
84 SSEAU 0.36% 128,372 $1M $10.02 +128,372 NEW
85 ALIS 0.35% 125,000 $1M $9.93 +125,000 NEW
86 IPEX 0.32% 112,061 $1M $10.28 $5K +11 +0.0%
87 PCRX 0.29% 39,831 $1M $25.88 -$196K -7,758 -16.3%
88 LCCC 0.28% 100,052 $1M $10.19 $11K
89 SCIIU 0.28% 100,000 $1M $10.07 +100,000 NEW
90 WTG 0.28% 99,016 $1M $10.17 $10K
91 WSTN 0.28% 100,000 $989K $9.89 +100,000 NEW
92 ETHM 0.26% 91,192 $938K $10.29 -$214K -19,496 -17.6%
93 DXCM 0.24% 13,000 $863K $66.37 +13,000 NEW
94 VRRM 0.19% 30,000 $672K $22.41 +30,000 NEW
95 COLA 0.12% 42,518 $442K $10.39 -$153K -15,532 -26.8%
96 NWAX-UN 0.09% 30,000 $312K $10.41 +30,000 NEW
97 QSEAU 0.08% 26,553 $272K $10.23 $3K
98 CCXIU 0.06% 22,500 $230K $10.21 +22,500 NEW
99 CEPT 0.06% 19,229 $217K $11.26 -$250K -25,204 -56.7%
100 EVOXW 0.04% 360,493 $148K $0.41 +360,493 NEW

New Positions

SymbolValue% Port
MESHU $7M 2.09%
EVOX $7M 1.99%
SBXE-UN $6M 1.79%
IRHOU $6M 1.68%
LPCVU $6M 1.67%
ADACU $6M 1.67%
BDCI $6M 1.63%
DMII $6M 1.59%
VACI $6M 1.59%
HCACU $6M 1.54%
HAVA $5M 1.53%
BLZR $5M 1.50%
TLNC $5M 1.50%
HVMC $5M 1.49%
ITHAU $5M 1.47%

Sold Out Positions

SymbolValue% Port
TVACW —%
FCRS —%
APACU —%
OTGA —%
TLNCU —%
HVMCU —%
JAAA —%
MBVIU —%
BCSS —%
QUMSU —%
GSRFU —%
CHEC —%
DMIIU —%
BDCIU —%
LATAU —%
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