Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Nantahala Capital Management, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078700

Total Value
$2.55B
Positions
158
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (158)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642876553,600,000$776.8M30.44%
2SOLENO THERAPEUTICS INCSLNO1,001,350$83.9M3.29%
3HILTON GRAND VACATIONS INCHGV1,988,858$82.6M3.24%
4ESTABLISHMENT LABS HLDGS INCESTA1,775,530$75.8M2.97%
5SPDR SERIES TRUST78464A870800,000$66.3M2.60%
6BANCORP INC DELTBBK968,503$55.2M2.16%
7HERBALIFE LTDHLF6,300,000$54.3M2.13%
8XTANT MED HLDGS INC98420P30868,394,000$50.5M1.98%
9VIATRIS INCVTRS5,000,000$44.6M1.75%
10EVOLUS INCEOLS4,197,926$38.7M1.51%
11AMERICAS CAR-MART INC03062T105644,686$36.1M1.42%
12AMNEAL PHARMACEUTICALS INCAMRX4,367,438$35.3M1.38%
13BIOVENTUS INCBVS5,280,842$35.0M1.37%
14IMAX CORPIMAX1,133,993$31.7M1.24%
15FULCRUM THERAPEUTICS INCFULC4,288,299$29.5M1.16%
16UNIQURE NVQURE2,051,852$28.6M1.12%
17KRYSTAL BIOTECH INCKRYS200,000$27.5M1.08%
18ABEONA THERAPEUTICS INCABEO4,369,665$24.8M0.97%
19HILTON GRAND VACATIONS INCHGV575,000$23.9M0.94%
20PELOTON INTERACTIVE INCPTON3,267,737$22.7M0.89%
21TITAN MACHY INCKMCM1,135,552$22.5M0.88%
22KEROS THERAPEUTICS INCKROS1,620,692$21.6M0.85%
23PELOTON INTERACTIVE INCPTON3,000,000$20.8M0.82%
24LIVE NATION ENTERTAINMENT INLYV130,300$19.7M0.77%
25SERVICE PPTYS TR81761L1028,057,887$19.3M0.75%
26SAVARA INCSVRA8,325,375$19.0M0.74%
27FOX FACTORY HLDG CORPFOXF728,648$18.9M0.74%
28AMYLYX PHARMACEUTICALS INCAMLX2,934,405$18.8M0.74%
29RMR GROUP INCRMR1,147,902$18.8M0.74%
30NEKTAR THERAPEUTICSNKTR709,761$18.3M0.72%
31GLOBUS MED INCGMED300,000$17.7M0.69%
32TANGO THERAPEUTICS INCTNGX3,439,594$17.6M0.69%
33CAMPING WORLD HLDGS INCCWH1,000,000$17.2M0.67%
34EVENTBRITE INCEVEX-WT6,381,395$16.8M0.66%
35TEVA PHARMACEUTICAL INDS LTD8816242091,000,000$16.8M0.66%
36ETON PHARMACEUTICALS INCETON1,175,951$16.8M0.66%
37THIRD HARMONIC BIO INC88427A1072,938,700$16.0M0.63%
38GOGO INCGOGO1,044,415$15.3M0.60%
39DISC MEDICINE INCIRON287,800$15.2M0.60%
40INDUSTRIAL LOGISTICS PPTYS T4562371063,206,219$14.6M0.57%
41CAESARS ENTERTAINMENT INC NE12769G100500,000$14.2M0.56%
42UROGEN PHARMA LTDURGN1,000,000$13.7M0.54%
43AURA BIOSCIENCES INCAURA2,117,697$13.3M0.52%
44ZEVRA THERAPEUTICS INCZVRA1,471,936$13.0M0.51%
45VERASTEM INCVSTM2,954,735$12.3M0.48%
46COGENT BIOSCIENCES INCCOGT1,655,689$11.9M0.47%
47COMPASS PATHWAYS PLCCMPS4,179,930$11.7M0.46%
48ABIVAX SAAAVXF1,482,994$11.3M0.44%
49JEFFERSON CAPITAL INCJCAP600,000$11.1M0.43%
50RESERVOIR MEDIA INCRSVRW1,442,136$11.1M0.43%
51TRISALUS LIFE SCIENCES INCTLSIW2,000,000$10.9M0.43%
52JACK IN THE BOX INCJACK600,000$10.5M0.41%
53REZOLUTE INCRZLT2,291,395$10.2M0.40%
54TELA BIO INCTELA5,111,588$9.9M0.39%
551 800 FLOWERS COM INCFLWS2,000,000$9.8M0.39%
56CODEXIS INCCDXS4,030,619$9.8M0.39%
57BENITEC BIOPHARMA INCBNTC838,095$9.8M0.38%
58RED VIOLET INCRDVT194,339$9.6M0.37%
59RHRH50,000$9.5M0.37%
60TOURMALINE BIO INC89157D105558,187$8.9M0.35%
61THE ONE GROUP HOSPITALITY IN88338K1032,121,084$8.6M0.34%
62SOLID BIOSCIENCES INCSLDB1,703,336$8.3M0.33%
63DICKS SPORTING GOODS INC25339310240,000$7.9M0.31%
64RAPT THERAPEUTICS INC75382E208951,613$7.6M0.30%
65RUMBLEON INCRUMBW3,272,845$7.6M0.30%
66FOSSIL GROUP INCFOSL5,087,803$7.5M0.30%
67APYX MEDICAL CORPORATIONAPYX3,338,048$7.5M0.29%
68CENTESSA PHARMACEUTICALS PLCCNTA554,803$7.3M0.29%
69AKEBIA THERAPEUTICS INCAKBA2,000,000$7.3M0.29%
70DYNE THERAPEUTICS INCDYN745,062$7.1M0.28%
71HERBALIFE LTDHLF822,298$7.1M0.28%
72SYNDAX PHARMACEUTICALS INCSNDX754,503$7.1M0.28%
73DHI GROUP INCDHX2,374,027$7.1M0.28%
74ALTA EQUIPMENT GROUP INCALTG-PA1,042,769$6.6M0.26%
75UPSTREAM BIO INCUPB594,971$6.5M0.26%
76XENCOR INCXNCR820,103$6.4M0.25%
77VIEMED HEALTHCARE INCVMD932,445$6.4M0.25%
78ANTERIS TECHNOLOGIES GLOBALAVR1,693,666$6.4M0.25%
79ELUTIA INCELUT3,184,947$6.3M0.25%
80ADC THERAPEUTICS SAADCT2,266,289$6.1M0.24%
81SILENCE THERAPEUTICS PLCSLNCF1,042,427$6.0M0.24%
82ITEOS THERAPEUTICS INC46565G104596,666$5.9M0.23%
83DISTRIBUTION SOLUTIONS GRP I520776105210,800$5.8M0.23%
84ASTRIA THERAPEUTICS INC04635X1021,069,530$5.7M0.22%
85THERATECHNOLOGIES INC88338H7042,422,563$5.7M0.22%
86EHEALTH INCEHTH1,311,441$5.7M0.22%
87ASSERTIO HOLDINGS INCASRT8,810,073$5.6M0.22%
88PALVELLA THERAPEUTICS INC NEPVLA250,062$5.6M0.22%
89EYEPOINT PHARMACEUTICALS INCEYPT593,091$5.6M0.22%
90INSPIREMD INCNSPR2,318,017$5.3M0.21%
91NN INCNNBR2,441,416$5.1M0.20%
92AVALO THERAPEUTICS INCAVTX995,000$5.0M0.19%
93MINERALYS THERAPEUTICS INCMLYS353,982$4.8M0.19%
94HAIN CELESTIAL GROUP INCHAIN3,000,000$4.6M0.18%
95UNICYCIVE THERAPEUTICS INCUNCY939,202$4.6M0.18%
96CARGO THERAPEUTICS INC14179K1011,100,000$4.5M0.18%
97ANEBULO PHARMACEUTICALS INCANEB3,036,325$4.4M0.17%
98INHIBIKASE THERAPEUTICS INCIKT2,190,000$4.3M0.17%
99QUINCE THERAPEUTICS INCQNCX2,528,302$4.2M0.16%
100GAIA INC NEWGAIA914,618$4.0M0.16%
101VISTAGEN THERAPEUTICS INCVTGN1,978,492$4.0M0.16%
102RUMBLEON INCRUMBW1,700,000$3.9M0.15%
103SCPHARMACEUTICALS INC810648105995,438$3.8M0.15%
104VERVE THERAPEUTICS INC92539P101331,437$3.7M0.15%
105GRACE THERAPEUTICS INCGRCE1,178,203$3.5M0.14%
106STRUCTURE THERAPEUTICS INCGPCR168,553$3.5M0.14%
107KEROS THERAPEUTICS INCKROS250,000$3.3M0.13%
108PAYONEER GLOBAL INCPAYO483,836$3.3M0.13%
109NEUROPACE INCNPCE295,089$3.3M0.13%
110NOODLES & CONDLS4,505,489$3.2M0.13%
111OPUS GENETICS INCIRD3,345,923$3.2M0.12%
112STRUCTURE THERAPEUTICS INCGPCR150,000$3.1M0.12%
113COLUMBUS MCKINNON CORP N YCMCO203,628$3.1M0.12%
114ELEDON PHARMACEUTICALS INCELDN1,141,237$3.1M0.12%
115ABEONA THERAPEUTICS INCABEO520,000$3.0M0.12%
116KOSMOS ENERGY LTDKOS1,716,593$3.0M0.12%
117DESTINATION XL GROUP INCDXLG2,576,774$2.9M0.11%
118CAESARS ENTERTAINMENT INC NE12769G10098,879$2.8M0.11%
119READING INTL INC7554081011,921,088$2.6M0.10%
120ENVVENO MEDICAL CORPORATIONNVNO594,661$2.4M0.09%
121AYTU BIOPHARMA INCAYTU1,086,812$2.4M0.09%
122KODIAK SCIENCES INCKOD590,884$2.2M0.09%
123SCULLY ROYALTY LTDSRL368,182$2.1M0.08%
124SURROZEN INCSRZNW229,527$2.1M0.08%
125ACHIEVE LIFE SCIENCES INCACHV898,885$2.0M0.08%
126SENTI BIOSCIENCES INCSNTI888,000$1.9M0.07%
127Y-MABS THERAPEUTICS INC984241109351,878$1.6M0.06%
128TELA BIO INCTELA750,000$1.5M0.06%
129PERFECT CORPPERF-WT583,925$1.3M0.05%
130EDESA BIOTECH INCEDSA625,000$1.3M0.05%
131CONTEXT THERAPEUTICS INCCNTX1,935,484$1.3M0.05%
132ALTISOURCE PORTFOLIO SOLUTIOASPSW2,477,312$1.3M0.05%
133ALTISOURCE PORTFOLIO SOLUTIOASPSW2,477,312$1.2M0.05%
134ALTISOURCE PORTFOLIO SOLUTIOL0175J104135,601$1.2M0.05%
135DARIOHEALTH CORPDRIO1,692,303$1.1M0.04%
136BIOMX INCPHGE2,493,309$1.1M0.04%
137STRATA SKIN SCIENCES INCSSKN403,917$924,9700.04%
138EVOLUS INCEOLS100,000$921,0000.04%
139TALPHERA INCTLPH1,992,519$916,9570.04%
140OLAPLEX HLDGS INCOLPX650,000$910,0000.04%
141ACME UTD CORP00481610420,427$846,6990.03%
142PATHWARD FINANCIAL INCCASH8,341$659,9400.03%
143SPAR GROUP INCSGRP660,688$634,2600.02%
144KIORA PHARMACEUTICALS INCKPHMW211,110$607,9970.02%
145FORTRESS BIOTECH INCFBIOP325,520$605,4670.02%
146EXAGEN INCXGN61,186$427,0780.02%
147EVOKE PHARMA INC30049G302148,153$385,1980.02%
148APREA THERAPEUTICS INCAPRE205,760$347,7340.01%
149LADDER CAP CORPLADR25,401$273,0610.01%
150CHILDRENS PL INC NEW16890510757,030$252,6430.01%
151ONKURE THERAPEUTICS INCOKUR54,208$129,5570.01%
152LUCID DIAGNOSTICS INCLUCD94,541$108,7220.00%
153UROGEN PHARMA LTDURGN6,703$91,8310.00%
154TRANSACT TECHNOLOGIES INCTACT15,046$55,0680.00%
155GUARDFORCE AI CO LTDGFAIW154,205$37,7030.00%
156BIODESIX INCBDSX84,903$23,9600.00%
157PERFECT CORPPERF-WT16,075$6600.00%
158IMMATICS N.VIMTX248,506$1490.00%