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Asset Manager ← All Institutions

Yorkville Advisors Global, LP

Q4 2025 · Filed 2026-02-10
Market Value
$120M
-16.2%
Holdings
23
+2
New Purchases
9
Added To
3
Closed
8
Reduced
2
Top 10 Concentration
99.1%
Turnover
73.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INV 4.50% 0.03% +4.47% $5M
TGT 3.45% 0.00% +3.45% $4M
DJT 73.04% 70.81% +2.23% $88M
ACHR 2.12% 0.00% +2.12% $3M
ALTI 2.50% 1.11% +1.39% $3M
IINN 1.33% 0.00% +1.33% $2M
NOMD 1.04% 0.00% +1.04% $1M
SQNS 0.37% 0.00% +0.37% $449K
SKYH 0.37% 0.00% +0.37% $448K
JUNS 0.11% 0.00% +0.11% $135K
NRSN 0.06% 0.00% +0.06% $77K
ILLR 0.01% 0.00% +0.01% $15K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VLCN 0.00% 5.23% -5.23% $0
NAKA 2.71% 6.93% -4.21% $3M
TONX 0.99% 4.41% -3.42% $1M
VWAV 0.00% 1.33% -1.33% $0
ALHC 0.00% 0.91% -0.91% $0
QXL 0.00% 0.84% -0.84% $0
GTX 7.38% 7.77% -0.39% $9M
NOTE 0.00% 0.31% -0.31% $0
JFB 0.00% 0.18% -0.18% $0
NITO 0.00% 0.09% -0.09% $0
GWH 0.00% 0.05% -0.05% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $4M 3.5%
Mid Cap 4 $99M 82.5%
Small Cap 5 $10M 8.4%
Micro Cap 13 $7M 5.6%

Portfolio Analytics

Avg Market Cap
$3.4B
Median Market Cap
$126M
Avg P/E
45.7
Median P/E
15.8
Avg Dividend Yield
0.01%
Avg Beta
1.17
# Stocks
23
# ETFs / Funds
0

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DJT 73.04% 6,641,944 $88M $13.24 -$14M +446,881 +7.2%
2 GTX 7.38% 510,000 $9M $17.43 -$2M -310,000 -37.8%
3 INV 4.50% 1,295,000 $5M $4.18 $5M +1,287,500 +17166.7%
4 TGT 3.45% 42,500 $4M $97.75 +42,500 NEW
5 NAKA 2.71% 9,300,000 $3M $0.35 -$7M
6 ALTI 2.50% 649,199 $3M $4.64 $1M +201,699 +45.1%
7 ACHR 2.12% 340,000 $3M $7.52 +340,000 NEW
8 IINN 1.33% 1,783,844 $2M $0.90 +1,783,844 NEW
9 NOMD 1.04% 100,000 $1M $12.51 +100,000 NEW
10 TONX 0.99% 600,000 $1M $1.99 -$5M -300,000 -33.3%
11 SQNS 0.37% 100,001 $449K $4.49 +100,001 NEW
12 SKYH 0.37% 50,000 $448K $8.97 +50,000 NEW
13 JUNS 0.11% 131,909 $135K $1.02 +131,909 NEW
14 NRSN 0.06% 100,000 $77K $0.77 +100,000 NEW
15 ILLR 0.01% 480,426 $15K $0.03 +480,426 NEW
16 NITO —% -$130K -34,980 -100.0% SOLD
17 GWH —% -$74K -48,374 -100.0% SOLD
18 JFB —% -$258K -20,000 -100.0% SOLD
19 NOTE —% -$440K -95,000 -100.0% SOLD
20 VWAV —% -$2M -200,000 -100.0% SOLD
21 QXL —% -$1M -346,000 -100.0% SOLD
22 ALHC —% -$1M -75,000 -100.0% SOLD
23 VLCN —% -$8M -1,000,000 -100.0% SOLD

New Positions

SymbolValue% Port
TGT $4M 3.45%
ACHR $3M 2.12%
IINN $2M 1.33%
NOMD $1M 1.04%
SQNS $449K 0.37%
SKYH $448K 0.37%
JUNS $135K 0.11%
NRSN $77K 0.06%
ILLR $15K 0.01%

Sold Out Positions

SymbolValue% Port
GWH —%
JFB —%
ALHC —%
QXL —%
VWAV —%
NITO —%
NOTE —%
VLCN —%
View SEC EDGAR Filings for Yorkville Advisors Global, LP →

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