FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.040.29%
STOXX50E5,860.32-0.39%
XLF51.770.68%
FTSE10,321.09-0.56%
IXIC24,861.740.10%
RUT2,787.020.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0001386892

Apis Capital Advisors, LLC

New York, NY · File #028-13123

Latest AUM
$573.9M
Positions
43
Top-10 Concentration
58.5%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDGARRETT MOTION INCGTX+2,090,000+$36.4M+$533,400
EXITEDGEO GROUP INC NEW36162J106-860,000-$17.6M$0
REDUCECELCUITY INCCELC-174,000-$17.4M+$39.1M
REDUCESANDISK CORPSNDK-55,000-$13.1M+$21.4M
EXITEDGENERAC HLDGS INC368736104-75,000-$12.6M$0
ADDTURNING PT BRANDS INC90041L105+106,948+$11.6M+$547,873
NEWPEABODY ENERGY CORPBTU+310,000+$9.2M$0
NEWTOAST INCTOST+242,000+$8.6M$0
ADDNLIGHT INCLASR+220,800+$8.3M+$236,400
ADDSSR MINING INSSRGF+373,000+$8.2M-$2.8M

Sector Allocation

Technology
23.5%$135.1M
Healthcare
23.0%$132.2M
Utilities
5.7%$32.7M
Energy
4.6%$26.6M
Industrials
1.1%$6.5M
Financials
0.8%$4.4M
Materials
0.3%$1.8M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CELCUITY INCCELC602,000$60.0M10.46%
2ARIS MNG CORP04040Y1092,424,000$39.3M6.85%
3GARRETT MOTION INCGTX2,230,000$38.9M6.77%
4TALEN ENERGY CORPTLN87,200$32.7M5.70%
5SSR MINING INSSRGF1,482,000$32.5M5.66%
6WESTERN DIGITAL CORPWDC179,900$31.0M5.40%
7SANDISK CORPSNDK116,000$27.5M4.80%
8SEAGATE TECHNOLOGY HLDNGS PLSE92,400$25.4M4.43%
9NEW GOLD INC CDA6445351062,866,000$25.0M4.35%
10SHARKNINJA INCSN210,000$23.5M4.09%
11SILICON MOTION TECHNOLOGY COSIMO214,080$19.8M3.46%
12TURNING PT BRANDS INC90041L105164,377$17.8M3.10%
13HALLADOR ENERGY COMPANYHNRG914,000$17.4M3.03%
14ANI PHARMACEUTICALS INCANIP196,000$15.5M2.70%
15SYNDAX PHARMACEUTICALS INCSNDX724,000$15.2M2.65%
16CELLEBRITE DI LTDCLBT820,000$14.8M2.58%
17LIQUIDIA CORPORATIONLQDA355,200$12.3M2.13%
18ABIVAX SAAAVXF89,000$12.0M2.09%
19MAGNITE INCMGNI604,000$9.8M1.71%
20NLIGHT INCLASR250,800$9.4M1.64%