13F HOLDINGS REPORT
Stoic Point Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002043279-26-000003
Total Value
$118.6M
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 5,687,756 | $40.7M | 34.34% |
| 2 | LUXEXPERIENCE BV | 55406W103 | 1,033,269 | $8.6M | 7.27% |
| 3 | TALKSPACE INC | TALKW | 2,080,859 | $7.6M | 6.37% |
| 4 | HIPPO HLDGS INC | HIPOW | 249,016 | $7.5M | 6.32% |
| 5 | TABOOLA.COM LTD | TBLAW | 1,236,201 | $5.7M | 4.81% |
| 6 | SMARTRENT INC | SMRT | 2,485,993 | $5.0M | 4.23% |
| 7 | SPRINKLR INC | CXM | 624,216 | $4.9M | 4.09% |
| 8 | POWERFLEET INC | AIOT | 689,962 | $3.7M | 3.10% |
| 9 | AVEPOINT INC | AVPT | 248,900 | $3.5M | 2.92% |
| 10 | BLEND LABS INC | BLND | 1,067,560 | $3.2M | 2.74% |
| 11 | BUTTERFLY NETWORK INC | BFLY | 749,850 | $2.8M | 2.40% |
| 12 | MEDIAALPHA INC | MAX | 207,298 | $2.7M | 2.26% |
| 13 | WALDENCAST PLC | WALDW | 1,398,010 | $2.6M | 2.22% |
| 14 | ADVANTAGE SOLUTIONS INC | ADV | 1,562,158 | $1.4M | 1.16% |
| 15 | TAILWIND 2.0 ACQUISITION COR | TDWDU | 100,000 | $1.0M | 0.85% |
| 16 | HALL CHADWICK ACQUISITION CO | HCACR | 100,000 | $1.0M | 0.84% |
| 17 | ACTIVATE ENERGY ACQUISITION | AEAQW | 100,000 | $999,500 | 0.84% |
| 18 | BITCOIN INFRASTRUCTURE ACQUI | BIXIW | 100,000 | $996,000 | 0.84% |
| 19 | ALUSSA ENERGY ACQUISITION CO | ALUB-WT | 98,000 | $989,800 | 0.83% |
| 20 | JANUS INTERNATIONAL GROUP IN | JBI | 112,819 | $737,836 | 0.62% |
| 21 | CHAMPIONSGATE ACQUISITION CO | CHPGU | 67,198 | $684,748 | 0.58% |
| 22 | KOCHAV DEFENSE ACQUI CO | KCHVU | 67,225 | $681,662 | 0.57% |
| 23 | PELICAN ACQUISITION CORP | PELI | 65,017 | $659,955 | 0.56% |
| 24 | SC II ACQUISITION CORP | SCIIU | 57,749 | $581,532 | 0.49% |
| 25 | D. BORAL ARC ACQ I CORP. | G2616F101 | 52,953 | $531,119 | 0.45% |
| 26 | TERRESTRIAL ENERGY INC | IMSRW | 84,000 | $513,240 | 0.43% |
| 27 | BLUEPORT ACQUISITION LTD | BPACU | 50,000 | $504,500 | 0.43% |
| 28 | CRANE HBR ACQUISITION CORP I | CR | 50,000 | $503,500 | 0.42% |
| 29 | VIKING ACQUISITION CORP I | VACI-WT | 50,000 | $503,500 | 0.42% |
| 30 | SILVERBOX CORP V | SBXE-WT | 50,000 | $503,000 | 0.42% |
| 31 | INVEST GREEN ACQUISITION COR | IGACU | 50,000 | $501,500 | 0.42% |
| 32 | DRUGS MADE IN AMER ACQ II CO | G2851K120 | 50,000 | $500,750 | 0.42% |
| 33 | GENERAL PURP ACQUISITION COR | G3810N122 | 50,000 | $500,500 | 0.42% |
| 34 | MESHFLOW ACQUISITION CORP | MESHW | 50,000 | $500,000 | 0.42% |
| 35 | LAUNCHPAD CADENZA ACQUISITIO | LPCVW | 50,000 | $499,000 | 0.42% |
| 36 | ITHAX ACQUISITION CORP III | ITHAW | 50,000 | $498,750 | 0.42% |
| 37 | AMERICAN DRIVE ACQUISITION C | ADACW | 50,000 | $498,500 | 0.42% |
| 38 | IRON HORSE ACQUISIT CORP II | 46283H202 | 50,000 | $497,250 | 0.42% |
| 39 | GIGCAPITAL8 CORP | GIWWU | 39,583 | $391,476 | 0.33% |
| 40 | LAFAYETTE ACQUISITION CORP | LAFAU | 37,399 | $374,738 | 0.32% |
| 41 | PIONEER ACQUISITION I CORP | PACHW | 33,775 | $339,439 | 0.29% |
| 42 | OXLEY BRIDGE ACQ LTD | OBAWW | 32,200 | $324,576 | 0.27% |
| 43 | COHEN CIRCLE ACQUISIT CORP I | COHN | 25,000 | $260,750 | 0.22% |
| 44 | BLUE ACQUISITION CORP. | BACCU | 25,000 | $255,250 | 0.22% |
| 45 | GLOBA TERRA ACQUISITION COR | GTERW | 25,000 | $252,500 | 0.21% |
| 46 | BLUEROCK ACQUISITION CORP | BLRKW | 25,000 | $250,000 | 0.21% |
| 47 | GRABAGUN DIGITAL HLDGS INC | 38387Q105 | 67,800 | $204,078 | 0.17% |
| 48 | LAKE SUPERIOR ACQUISITION CO | LKSPU | 15,822 | $160,910 | 0.14% |
| 49 | GIGCAPITAL8 CORP | GIWWU | 10,417 | $106,045 | 0.09% |
| 50 | CANTOR EQUITY PARTNERS V INC | CEPV | 10,000 | $102,500 | 0.09% |
| 51 | LEAPFROG ACQUISITION CORP | LFACW | 10,000 | $100,050 | 0.08% |
| 52 | WEAVE COMMUNICATIONS INC | WEAV | 11,400 | $86,526 | 0.07% |
| 53 | TERRESTRIAL ENERGY INC | IMSRW | 13,402 | $28,412 | 0.02% |
| 54 | KOCHAV DEFENSE ACQUI CO | KCHVU | 69,700 | $16,728 | 0.01% |
| 55 | GIGCAPITAL8 CORP | GIWWU | 39,583 | $12,271 | 0.01% |
| 56 | CHAMPIONSGATE ACQUISITION CO | CHPGU | 69,172 | $10,390 | 0.01% |
| 57 | D. BORAL ARC ACQ I CORP. | G2616F119 | 26,476 | $9,619 | 0.01% |
| 58 | A PARADISE ACQUISITION CORP | G04819119 | 35,000 | $8,750 | 0.01% |
| 59 | BLUE ACQUISITION CORP. | BACCU | 21,473 | $6,959 | 0.01% |
| 60 | PELICAN ACQUISITION CORP | PELI | 22,178 | $5,101 | 0.00% |
| 61 | PIONEER ACQUISITION I CORP | PACHW | 16,887 | $3,715 | 0.00% |
| 62 | OXLEY BRIDGE ACQ LTD | OBAWW | 16,100 | $3,544 | 0.00% |
| 63 | GLOBA TERRA ACQUISITION COR | GTERW | 25,000 | $3,253 | 0.00% |
| 64 | GLOBA TERRA ACQUISITION COR | GTERW | 18,750 | $2,357 | 0.00% |