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Sandia Investment Management LP

Q2 2025 · Filed 2025-08-14
Market Value
$17.6B
+32.0%
Holdings
98
-2
New Purchases
39
Added To
6
Closed
32
Reduced
7
Top 10 Concentration
47.3%
Turnover
72.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ETHM 7.38% 0.00% +7.38% $1.3B
ALDF 5.98% 0.00% +5.98% $1.0B
CHYM 5.41% 0.00% +5.41% $949M
KGS 3.90% 0.00% +3.90% $685M
VCIC 2.99% 0.00% +2.99% $525M
KVYO 2.87% 0.00% +2.87% $504M
CCIX 2.70% 0.00% +2.70% $473M
SLDE 2.47% 0.00% +2.47% $433M
OMDA 2.09% 0.00% +2.09% $366M
SNDK 2.06% 0.00% +2.06% $361M
CCCMU 1.96% 0.00% +1.96% $344M
CTRI 2.56% 0.92% +1.63% $449M
SRAD 1.60% 0.00% +1.60% $281M
CAI 1.52% 0.00% +1.52% $267M
NHIC 1.45% 0.00% +1.45% $254M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CCIXU 0.00% 8.16% -8.16% $0
LOKVU 0.00% 7.58% -7.58% $0
VCICU 0.00% 3.90% -3.90% $0
AB 0.00% 3.85% -3.85% $0
DMYY-UN 0.00% 3.38% -3.38% $0
FLOC 1.01% 3.37% -2.36% $178M
KVUE 0.00% 2.25% -2.25% $0
SIRI 0.00% 2.15% -2.15% $0
CWAN 0.00% 2.01% -2.01% $0
NHICU 0.00% 1.89% -1.89% $0
BOW 0.00% 1.68% -1.68% $0
VLYPN 0.00% 1.67% -1.67% $0
INGM 0.00% 1.67% -1.67% $0
KRMN 0.00% 1.63% -1.63% $252K
AESI 0.00% 1.34% -1.34% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $361M 2.1%
Large Cap 19 $989M 5.6%
Mid Cap 33 $7.7B 44.1%
Small Cap 23 $4.5B 25.9%
Micro Cap 22 $3.9B 22.3%

Portfolio Analytics

Avg Market Cap
$10.9B
Median Market Cap
$2.5B
Avg P/E
41.6
Median P/E
30.8
Avg Dividend Yield
0.01%
Avg Beta
1.05
# Stocks
98
# ETFs / Funds
0

Top Holdings (98 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ETHM 7.38% 126,973 $1.3B $10,200.00 +126,973 NEW
2 ALDF 5.98% 100,000 $1.0B $10,490.00 +100,000 NEW
3 WAY 5.80% 24,900 $1.0B $40,870.00 $368M +7,500 +43.1%
4 SARO 5.41% 30,000 $950M $31,650.00 $284M +5,000 +20.0%
5 CHYM 5.41% 27,500 $949M $34,510.00 +27,500 NEW
6 RGS 4.18% 32,936 $735M $22,301.71 $137M
7 KGS 3.90% 20,000 $685M $34,270.00 +20,000 NEW
8 SAIL 3.26% 25,000 $572M $22,860.00 $9M -5,000 -16.7%
9 AMTM 3.03% 22,505 $531M $23,610.00 $171M +2,700 +13.6%
10 VCIC 2.99% 50,500 $525M $10,400.00 +50,500 NEW
11 KVYO 2.87% 15,000 $504M $33,580.00 +15,000 NEW
12 CCIX 2.70% 45,000 $473M $10,520.00 +45,000 NEW
13 CTRI 2.56% 20,000 $449M $22,440.00 $326M +12,500 +166.7%
14 SLDE 2.47% 20,000 $433M $21,660.00 +20,000 NEW
15 OMDA 2.09% 20,000 $366M $18,300.00 +20,000 NEW
16 SNDK 2.06% 7,958 $361M $45,349.96 +7,958 NEW
17 CRBG 2.02% 10,000 $355M $35,500.00 -$40M -2,500 -20.0%
18 CCCMU 1.96% 30,000 $344M $11,460.00 +30,000 NEW
19 KDP 1.88% 10,000 $331M $33,060.00 -$12M
20 SNDA 1.79% 12,612 $315M $24,949.97 -$35M -2,388 -15.9%
21 SRG 1.65% 93,887 $289M $3,080.00 $41M +16,900 +21.9%
22 SRAD 1.60% 10,000 $281M $28,080.00 +10,000 NEW
23 CAI 1.52% 10,000 $267M $26,720.00 +10,000 NEW
24 NHIC 1.45% 25,000 $254M $10,170.00 +25,000 NEW
25 SEG 1.41% 13,311 $248M $18,649.99 +13,311 NEW
26 ITOS 1.41% 24,865 $248M $9,970.00 +24,865 NEW
27 CLAR 1.36% 68,943 $239M $3,470.00 -$19M
28 JAKK 1.30% 11,011 $229M $20,780.04 -$26M +666 +6.4%
29 CHWY 1.21% 5,000 $213M $42,620.00 +5,000 NEW
30 CCCXU 1.17% 20,000 $206M $10,300.70 +20,000 NEW
31 AXINU 1.15% 20,000 $202M $10,090.00 +20,000 NEW
32 BACCU 1.14% 20,000 $201M $10,040.00 +20,000 NEW
33 OMCC 1.12% 35,842 $197M $5,500.00 -$19M
34 CAEP 1.11% 18,400 $194M $10,550.00 +18,400 NEW
35 TTAM 1.07% 15,000 $187M $12,480.00 -$49M -2,500 -14.3%
36 RVMD 1.05% 5,000 $184M $36,790.00 $7M
37 FLOC 1.01% 10,000 $178M $17,810.00 -$271M -7,500 -42.9%
38 ETNB 0.98% 17,500 $172M $9,820.00 -$10M -7,500 -30.0%
39 RDW 0.93% 10,000 $163M $16,300.00 +10,000 NEW
40 PACS 0.92% 12,500 $162M $12,920.00 $21M
41 LAKE 0.84% 10,850 $148M $13,610.05 +10,850 NEW
42 ABLLW 0.70% 109,665 $123M $1,120.00 -$52M
43 BTSG 0.67% 5,000 $118M $23,590.00 +5,000 NEW
44 ASIC 0.65% 5,300 $114M $21,520.00 +5,300 NEW
45 DAIC 0.64% 21,875 $112M $5,130.01 +21,875 NEW
46 CSLR 0.52% 49,484 $91M $1,840.01 +49,484 NEW
47 BBNX 0.50% 6,000 $87M $14,560.00 $14M
48 ONL 0.30% 25,093 $53M $2,130.00 -$251K
49 SVV 0.29% 5,000 $51M $10,200.00 +5,000 NEW
50 ALDFW 0.15% 50,000 $26M $520.00 +50,000 NEW
51 COCHW 0.12% 589,886 $21M $35.30 $1M
52 VOYG 0.11% 500 $20M $39,250.00 +500 NEW
53 CCIXW 0.05% 10,000 $10M $950.10 +10,000 NEW
54 ABPWW 0.05% 358,427 $8M $23.05 -$878K
55 VCICW 0.03% 25,250 $6M $241.82 +25,250 NEW
56 NHICW 0.03% 12,500 $6M $485.52 +12,500 NEW
57 BAERW 0.01% 17,690 $1M $77.50 $426K
58 LOAR 0.01% 11,667 $1M $86.17 +11,667 NEW
59 ETR —% 10,000 $831K $83.12 -$24K
60 ETOR —% 10,000 $666K $66.59 +10,000 NEW
61 HNGE —% 12,700 $657K $51.75 +12,700 NEW
62 BRO —% 5,000 $554K $110.87 +5,000 NEW
63 MRUS —% 10,000 $526K $52.60 +10,000 NEW
64 NDAQ —% 5,000 $447K $89.42 +5,000 NEW
65 NUVL —% 5,500 $420K $76.30 $30K
66 KRMN —% 5,000 $252K $50.37 -$217M -1,500 -23.1%
67 VCICU —% -$518M -50,500 -100.0% SOLD
68 HLNE —% -$446K -3,000 -100.0% SOLD
69 OKE —% -$248K -2,500 -100.0% SOLD
70 IONS —% -$75M -2,500 -100.0% SOLD
71 TARS —% -$257K -5,000 -100.0% SOLD
72 GDYN —% -$78M -5,000 -100.0% SOLD
73 CCIXU —% -$1.1B -100,000 -100.0% SOLD
74 INGM —% -$222M -12,500 -100.0% SOLD
75 ULS —% -$141K -2,500 -100.0% SOLD
76 KVUE —% -$300M -12,500 -100.0% SOLD
77 AESI —% -$178M -10,000 -100.0% SOLD
78 CWAN —% -$268M -10,000 -100.0% SOLD
79 KLC —% -$174M -15,000 -100.0% SOLD
80 AB —% -$512M -13,355 -100.0% SOLD
81 VVX —% -$172M -3,500 -100.0% SOLD
82 KSPI —% -$202K -2,175 -100.0% SOLD
83 SIRI —% -$286M -12,693 -100.0% SOLD
84 LOKVU —% -$1.0B -100,000 -100.0% SOLD
85 SUP —% -$160M -75,041 -100.0% SOLD
86 WMB —% -$299K -5,000 -100.0% SOLD
87 ALIT —% -$44M -7,500 -100.0% SOLD
88 EQT —% -$134K -2,500 -100.0% SOLD
89 VLYPN —% -$222M -25,000 -100.0% SOLD
90 BOW —% -$224M -5,500 -100.0% SOLD
91 ALKT —% -$143M -5,433 -100.0% SOLD
92 AJG —% -$232K -673 -100.0% SOLD
93 AEP —% -$546K -5,000 -100.0% SOLD
94 NHICU —% -$252M -25,000 -100.0% SOLD
95 CON —% -$163M -7,500 -100.0% SOLD
96 SN —% -$167K -2,000 -100.0% SOLD
97 DMYY-UN —% -$449M -40,209 -100.0% SOLD
98 PR —% -$7M -500 -100.0% SOLD

New Positions

SymbolValue% Port
ETHM $1.3B 7.38%
ALDF $1.0B 5.98%
CHYM $949M 5.41%
KGS $685M 3.90%
VCIC $525M 2.99%
KVYO $504M 2.87%
CCIX $473M 2.70%
SLDE $433M 2.47%
OMDA $366M 2.09%
SNDK $361M 2.06%
CCCMU $344M 1.96%
SRAD $281M 1.60%
CAI $267M 1.52%
NHIC $254M 1.45%
SEG $248M 1.41%

Sold Out Positions

SymbolValue% Port
KLC —%
VVX —%
AB —%
INGM —%
CON —%
AJG —%
AESI —%
SN —%
WMB —%
KVUE —%
EQT —%
PR —%
BOW —%
CWAN —%
ALIT —%
View SEC EDGAR Filings for Sandia Investment Management LP →

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