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29 April 2026
13F HOLDINGS REPORT

DIFESA CAPITAL MANAGEMENT, LP

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-017215

Total Value
$152.5M
Positions
212
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (212)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY65,000$26.6M17.45%
2SPDR S&P 500 ETF TRSPY45,000$18.4M12.08%
3POST HOLDINGS PARTNERING CORPOST502,439$5.1M3.33%
4AMAZON COM INCAMZN37,090$3.8M2.51%
5ENERGY TRANSFER L PET-PI286,375$3.6M2.34%
6BLACK STONE MINERALS L PBSMLP221,250$3.5M2.28%
7BANYAN ACQUISITION CORPORATI06690B107320,000$3.3M2.18%
8B RILEY PRIN 250 MERGER CORP05602L104321,758$3.3M2.14%
9APPLE INCAAPL16,890$2.8M1.83%
10BATTERY FUTURE ACQUISITION CG0888J108250,000$2.6M1.71%
11GORES HOLDINGS IX INC38287A101250,000$2.5M1.65%
12EVOLV TECHNOLOGIES HLDNGS INEVLVW734,750$2.3M1.50%
13MICROSOFT CORPMSFT7,895$2.3M1.49%
14GSR II METEORA ACQUISITN COR36263W105220,000$2.3M1.49%
15ESQUIRE FINL HLDGS INC29667J10156,475$2.2M1.45%
16INVESTCORP INDIA ACQUISTN COG49219101200,000$2.1M1.38%
17TRINE II ACQUISITION CORPG9059F100200,000$2.1M1.37%
18HEARTLAND MEDIA ACQUISITION42237V108200,000$2.1M1.36%
19JAGUAR GLOBAL GROWTH CORP IG5S11A106200,000$2.1M1.36%
20SIGNAL HILL ACQUISITION CORP82664R105200,000$2.1M1.36%
21JUNIPER II CORP48203N103200,000$2.1M1.36%
22MAGELLAN MIDSTREAM PRTNRS LP55908010633,850$1.8M1.20%
23ENTERPRISE PRODS PARTNERS L29379210770,580$1.8M1.20%
24TKB CRITICAL TECHNOLOGIES 1G88935112175,000$1.8M1.19%
25EXCELFIN ACQUISITION CORP30069X102175,000$1.8M1.19%
26KEYARCH ACQUISITION CORPBEKE175,000$1.8M1.18%
27SK GROWTH OPPORTUNITIES CORPG8192N103163,000$1.7M1.11%
28PEARL HOLDINGS ACQUISITN CORG44525106159,000$1.7M1.09%
29G SQUARED ASCEND II INCG42041106159,039$1.6M1.08%
30SOUND POINT ACQUISITION CORPG8274F101150,000$1.6M1.04%
31HCM ACQUISITION COG4365A101150,000$1.6M1.03%
32MOTIVE CAPITAL CORP IIG6293R106150,000$1.6M1.03%
33AVALON ACQUISITION INCAWX150,000$1.6M1.03%
34ST ENERGY TRANSITION I LTDG8465L107150,000$1.6M1.02%
35SPRING VALLEY ACQUISTN CORPG83752108150,000$1.6M1.02%
36M3 BRIGADE ACQUISITION III55407R103150,000$1.5M1.02%
37POWER & DIGITAL INFRASTRUCTU73919C100150,000$1.5M1.01%
38CHURCHILL CAPITAL CORP VII17144M102148,333$1.5M0.99%
39LIV CAPITAL ACQUISITN CORP IG5510R105140,000$1.5M0.96%
40INDIE SEMICONDUCTOR INCINDI457,037$1.5M0.96%
41SCHWAB CHARLES CORPSCHW-PJ25,700$1.3M0.88%
42ICONIC SPORTS ACQUISITION COICLR125,000$1.3M0.86%
43ACCRETION ACQUISITION CORP00438Y107125,000$1.3M0.85%
44ACACIA RESH CORP003881307304,923$1.2M0.77%
45BIOMARIN PHARMACEUTICAL INCBMRN11,450$1.1M0.73%
46LATAMGROWTH SPACG5380L105100,000$1.0M0.69%
47C5 ACQUISITION CORPORATION12530D105100,000$1.0M0.68%
48WEBSTER FINL CORP94789010924,057$948,3270.62%
49PERCEPTION CAPITAL CORP IIG7007D10288,170$937,2470.61%
50SYLVAMO CORPSLVM20,000$925,2000.61%
51SYLVAMO CORPSLVM20,000$920,0140.60%
52TJX COS INC NEW87254010910,575$828,6570.54%
53FOCUS IMPACT ACQUISITION COR34417L10970,000$728,0000.48%
54VMG CONSUMER ACQUISITION COR91842V10270,000$725,9000.48%
55IMMATICS N.VIMTX481,181$692,9010.45%
56MIRION TECHNOLOGIES INCMIR400,000$644,0000.42%
57CAMECO CORPCCJ22,450$587,5170.39%
58GRAF ACQUISITION CORP IV38427210053,117$538,0750.35%
59KIMBELL TIGER ACQUISITION CO49436K10650,000$526,5000.35%
60GENIUS SPORTS LIMITEDGENI94,707$471,6410.31%
61HOME DEPOT INCHD1,573$464,2840.30%
62CAPITAL ONE FINL CORP14040H1054,500$432,7200.28%
63PATRIA LATIN AMRCN OPPRNTY AG6945410940,000$421,3000.28%
64E2OPEN PARENT HOLDINGS INC29788T111533,222$415,9130.27%
65EVOLV TECHNOLOGIES HLDNGS INEVLVW521,321$286,5700.19%
66WALMART INCWMT1,858$273,9330.18%
67PLIANT THERAPEUTICS INCPLRX10,200$271,3200.18%
68APA CORPORATIONAPA5,800$209,1480.14%
69TABOOLA.COM LTDTBLAW456,465$187,1510.12%
70LIVEVOX HOLDING INC53838L118516,211$185,8360.12%
71SKILLSOFT CORPSKILW635,903$158,9760.10%
72INDIE SEMICONDUCTOR INCINDI15,000$158,2500.10%
73HOLLEY INCHLLY-WT436,002$157,8330.10%
74EVOLV TECHNOLOGIES HLDNGS INEVLVW50,000$156,0000.10%
75EVOLV TECHNOLOGIES HLDNGS INEVLVW50,000$156,0000.10%
76REPARE THERAPEUTICS INC76027310215,416$151,6930.10%
77PLAYSTUDIOS INCMYPSW277,797$136,7040.09%
78OWL ROCK CAPITAL CORPORATIONOWL10,000$126,1000.08%
79ARDAGH METAL PACKAGING S AAMPWF442,494$115,0040.08%
80BLADE AIR MOBILITY INCSRTAW219,875$101,1430.07%
81BUTTERFLY NETWORK INCBFLY365,690$97,3100.06%
82TERRAN ORBITAL CORPORATION88105P10352,500$96,6000.06%
83GENEDX HOLDINGS CORP81663L101250,000$91,2500.06%
84GROVE COLLABORATIVE HOLD INCGROVW196,240$85,9530.06%
85ALTUS POWER INC02217A10215,000$82,2000.05%
86TERRAN ORBITAL CORPORATION88105P111255,761$66,4720.04%
87THE REALREAL INC88339P10150,000$63,0000.04%
88EVOLV TECHNOLOGIES HLDNGS INEVLVW20,000$62,4000.04%
89MULTIPLAN CORPORATION62548M118671,768$60,4590.04%
90BIOTE CORPBTMD131,343$55,1640.04%
91SHARECARE INC81948W112416,531$54,1490.04%
92BROOGE ENERGY LTDG1611B115560,390$51,8360.03%
93GROVE COLLABORATIVE HOLD INCGROVW922,746$50,1050.03%
94CYXTERA TECHNOLOGIES INC23284C102162,600$49,6580.03%
95ADVANTAGE SOLUTIONS INCADV386,783$46,4140.03%
96MSP RECOVERY INCMSPRZ44,164$39,3060.03%
97ATI PHYSICAL THERAPY INCATI150,000$38,1300.02%
98ZEROFOX HLDGS INC98955G111441,841$35,5240.02%
99JAGUAR GLOBAL GROWTH CORP IG5S11A155200,000$34,2000.02%
100SPRING VALLEY ACQUISTN CORPG83752132150,000$30,0000.02%
101THUNDER BRDG CAP PRTNRS IV I88605L115140,180$25,2320.02%
102SK GROWTH OPPORTUNITIES CORPG8192N111150,000$24,0450.02%
103ROSS ACQUISITION CORP IIG7641C11483,600$21,9030.01%
104OWLET INCOWLTW564,000$21,8270.01%
105CONYERS PARK III ACQSITN COR21289P110105,931$21,1860.01%
106NOGIN INC65528N113743,062$21,0290.01%
107RUBICON TECHNOLOGIES INCRUBI427,762$20,4900.01%
108AIRSPAN NETWORKS HOLDINGS INAIIR412,110$20,1520.01%
109CONTEXT THERAPEUTICS INCCNTX34,878$19,6080.01%
110GORES HOLDINGS IX INC38287A11983,332$19,1660.01%
111CLEAN EARTH ACQUISITIONS COR184493120136,898$17,7970.01%
112PERFECT CORPPERF-WT116,699$17,6570.01%
113GRAF ACQUISITION CORP IV384272118120,623$16,8990.01%
114SUNLIGHT FINANCIAL HOLDINGS86738J114479,048$16,4310.01%
115POST HOLDINGS PARTNERING CORPOST107,161$16,0740.01%
116CYXTERA TECHNOLOGIES INC23284C10252,295$15,9710.01%
117COLOMBIER ACQUISITION CORPCLBR-WT73,333$15,8620.01%
118MAGNUM OPUS ACQUISITION LTDG5S70A112201,065$15,1000.01%
119JAGUAR GLOBAL GROWTH CORP IG5S11A130150,000$15,0000.01%
120SCREAMING EAGLE ACQUISITN COG7940712166,666$14,6670.01%
121SPRING VALLEY ACQUISTN CORPG8375211675,000$14,2580.01%
122GENEDX HOLDINGS CORPWGSWW765,589$14,1630.01%
123KEYARCH ACQUISITION CORPBEKE175,000$14,0180.01%
124TKB CRITICAL TECHNOLOGIES 1G8893512087,500$13,1250.01%
125AURORA TECHNOLOGY ACQUISITIOG0698413585,000$12,7500.01%
126ST ENERGY TRANSITION I LTDG8465L11575,000$12,7500.01%
127BATTERY FUTURE ACQUISITION CG0888J124125,000$12,5000.01%
128ACCRETION ACQUISITION CORP00438Y123125,000$11,7500.01%
129OPY ACQUISITION CORP I67100511478,087$11,7210.01%
130THE ONCOLOGY INSTITUTE INC68236X118115,975$10,9940.01%
131PEAR THERAPEUTICS INC704723113551,435$10,4770.01%
132AVALON ACQUISITION INCAWX112,500$10,1250.01%
133JUNIPER II CORP48203N111100,000$10,0000.01%
134PEARL HOLDINGS ACQUISITN CORG4452511479,500$9,5400.01%
135ICONIC SPORTS ACQUISITION COICLR62,500$9,3440.01%
136FORBION EUROPEAN ACQUSTN CORG3619H11066,666$9,3400.01%
137CHURCHILL CAPITAL CORP VII17144M11074,040$9,0700.01%
138POWER & DIGITAL INFRASTRUCTU73919C11875,000$9,0080.01%
139M3 BRIGADE ACQUISITION III55407R11125,000$9,0000.01%
140PYROPHYTE ACQUISITION CORPPAII-WT75,000$9,0000.01%
141TARGET GLOBAL ACQUISI I CORPTGT66,666$8,7470.01%
142HEARTLAND MEDIA ACQUISITION42237V116100,000$8,5100.01%
143GSR II METEORA ACQUISITN COR36263W121200,000$8,3000.01%
144MOTIVE CAPITAL CORP IIG6293R11450,000$7,8450.01%
145MERCATO PARTNERS ACQUISITION58759A11675,000$7,5000.00%
146BANYAN ACQUISITION CORPORATI06690B115160,000$7,2320.00%
147PEPPERLIME HEALTH ACQUSTN COG7002111175,000$7,1330.00%
148B RILEY PRIN 250 MERGER CORP05602L112106,656$7,0710.00%
149KEYARCH ACQUISITION CORPBEKE87,500$6,7810.00%
150ACROPOLIS INFRASTRUCTURE ACQ00502911139,212$6,7050.00%
151RIGEL RESOURCE ACQ CORPG7573M11450,000$6,6000.00%
152INNOVATIVE INTL ACQUSITIN COINHD87,500$6,5710.00%
15310X CAPITAL VENTURE ACQ IIIG8707711475,000$6,3600.00%
154SOUND POINT ACQUISITION CORPG8274F11975,000$6,0980.00%
155CLEAN EARTH ACQUISITIONS CORALCE100,000$6,0100.00%
156INVESTCORP INDIA ACQUISTN COG49219127100,000$6,0100.00%
157ALTENERGY ACQUISITION CORPAEAEW75,000$6,0080.00%
158SIGNAL HILL ACQUISITION CORP82664R113100,000$5,9800.00%
159PERCEPTION CAPITAL CORP IIG7007D11050,000$5,5000.00%
160MINORITY EQUALITY OPPORTUNIT60436Q118108,350$5,4180.00%
161LIV CAPITAL ACQUISITN CORP IG5510R113105,000$5,3660.00%
162EXCELFIN ACQUISITION CORP30069X11087,500$5,1540.00%
163ONYX ACQUISITION CO IG6755Q11750,000$5,0050.00%
164TORTOISEECOFIN ACQUISITION CG8956E11750,000$5,0050.00%
165TRINE II ACQUISITION CORPG9059F118100,000$5,0000.00%
166SPORTSMAP TECH ACQUISITIN CO84921J116112,500$4,9840.00%
167VIEW INCVBIX125,000$4,8500.00%
168CACTUS ACQUISITION CORP 1 LTCTSWF87,500$4,8130.00%
169BLUERIVER ACQUISITION CORPG1261Q115127,138$4,7680.00%
170CIIG CAPITAL PARTNERS II INC12561U11737,500$4,6880.00%
171GALATA ACQUISITION CORPLATAW50,000$4,5000.00%
172CXAPP INCCXAIW100,000$4,4800.00%
173ATLANTIC COASTAL ACQUISTN CO048453112100,000$4,2100.00%
174AP ACQUISITION CORPG0405811435,000$3,8820.00%
175GOAL ACQUISITIONS CORP38021H11580,000$3,7680.00%
176ESGEN ACQUISITION CORPESGH62,500$3,6250.00%
177LATAMGROWTH SPACFSTWF50,000$3,3500.00%
178INTERPRIVATE IV INFRATECH PRINTR35,647$3,2080.00%
179ROSE HILL ACQUISITION CORPG7637J12350,000$3,1900.00%
180POWERUP ACQUISITION CORPG7207P12975,000$3,1350.00%
181FORUM MERGER IV CORP34987511225,000$3,1250.00%
182BLACK MOUNTAIN ACQ CORP09216A11645,000$3,0290.00%
183FUTURE HEALTH ESG CORPFUTU50,000$3,0000.00%
184WILLIAMS ROWLAND ACQUISITION96951B11062,450$2,8100.00%
185KIMBELL TIGER ACQUISITION CO49436K11425,000$2,7500.00%
186TALON 1 ACQUISITION CORPG8665611637,500$2,6360.00%
1877 ACQUISITION CORPORATIONG8069411325,000$2,6280.00%
188ACCRETION ACQUISITION CORP00438Y11562,500$2,6250.00%
189SEMPER PARATUS ACQUISITION CG8028L13150,000$2,5150.00%
190PHOENIX BIOTECH ACQUISITIONCEROW62,500$2,5060.00%
191HCM ACQUISITION COG4365A12775,000$2,3780.00%
192INTELLIGENT MEDI ACQSITN CORINTC50,000$2,3000.00%
193PROGRESS ACQUISITION CORPPRG41,625$2,2890.00%
194MOUNTAIN & CO I ACQUISITN COG6301J11235,000$2,2750.00%
195NEWBURY STREET ACQUISITN COR65101L11250,000$2,2500.00%
196GOLDEN ARROW MERGER CORPNVGLF41,633$2,0860.00%
197AURORA TECHNOLOGY ACQUISITIOG0698412785,000$2,0150.00%
198NORTHERN REVIVAL ACQUISITIONNTRSO24,999$2,0120.00%
199ANTHEMIS DIGITAL ACQUISITIONG0395911450,000$2,0000.00%
200C5 ACQUISITION CORPORATION12530D11350,000$2,0000.00%
201PATRIA LATIN AMRCN OPPRNTY AG6945411720,000$1,8000.00%
202FOCUS IMPACT ACQUISITION CORDEVS35,000$1,7500.00%
203NEWCOURT ACQUISITION CORPG6448C12950,000$1,6650.00%
204SKYDECK ACQUISITION CORPG8222011549,966$1,6240.00%
205VMG CONSUMER ACQUISITION COR91842V11035,000$1,5720.00%
206SPRINGWATER SPL SITUATIONS C85205U11532,084$1,2830.00%
207BLACK SPADE ACQUISITION COBIII-WT12,486$1,2500.00%
208ENTERPRISE 4.0 TEC ACQSTN COG3137C11425,000$1,0000.00%
209QUADRO ACQUISITION ONE CORPG5280711545,992$9430.00%
210FOXO TECHNOLOGIES INCFOXOW25,000$8030.00%
211ATI PHYSICAL THERAPY INCATI18,918$4960.00%
212ALPINE ACQUISITION CORPORATI02083L11726,711$270.00%