FIRST TRUST CAPITAL MANAGEMENT L.P.

PrivateCIK: 1604488
Location

CHICAGO, IL

182
Positions
$1.90B
Total AUM (reported)
104.90M
Total Shares

Allocation by class

TOTAL AUM$1.90B182 positions
EQUITY$1.90B100.0%

Portfolio Concentration

Top 317.3%4–1024.9%11–2521.1%Rest36.7%TOP 1042.2%0%100%
Top 3$329.24M17.3%
4–10$473.22M24.9%
11–25$401.52M21.1%
Rest$699.28M36.7%

Top 3 weight

17.3%

Top 10 weight

42.2%

Voting Authority Distribution

Total shares with voting rights: 104.90M

Sole

Full voting authority

104.90M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole182
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings182
Rows:

CHART INDS INC

SOLE
Equity
Shares631.81K
TypeSH
Market value$130.63M
6.86%
Sole
631.81K
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
Equity
Shares1.33M
TypeSH
Market value$100.38M
5.27%
Sole
1.33M
Shared
0.00
None
0.00

SEALED AIR CORP NEW

SOLE
Equity
Shares2.34M
TypeSH
Market value$98.23M
5.16%
Sole
2.34M
Shared
0.00
None
0.00

MASIMO CORP

SOLE
Equity
Shares479.40K
TypeSH
Market value$85.27M
4.48%
Sole
479.40K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
Equity
Shares405.99K
TypeSH
Market value$82.77M
4.35%
Sole
405.99K
Shared
0.00
None
0.00

TRI POINTE HOMES INC

SOLE
Equity
Shares1.60M
TypeSH
Market value$74.73M
3.93%
Sole
1.60M
Shared
0.00
None
0.00

NATIONAL STORAGE AFFILIATES

SOLE
Equity
Shares1.81M
TypeSH
Market value$68.47M
3.60%
Sole
1.81M
Shared
0.00
None
0.00

AIR LEASE CORP

SOLE
Equity
Shares975.80K
TypeSH
Market value$63.37M
3.33%
Sole
975.80K
Shared
0.00
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
Equity
Shares2.15M
TypeSH
Market value$50.95M
2.68%
Sole
2.15M
Shared
0.00
None
0.00

TERNS PHARMACEUTICALS INC

SOLE
Equity
Shares904.16K
TypeSH
Market value$47.67M
2.50%
Sole
904.16K
Shared
0.00
None
0.00

VERIS RESIDENTIAL INC

SOLE
Equity
Shares2.48M
TypeSH
Market value$46.80M
2.46%
Sole
2.48M
Shared
0.00
None
0.00

ONESTREAM INC

SOLE
Equity
Shares1.84M
TypeSH
Market value$44.21M
2.32%
Sole
1.84M
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
Equity
Shares498.34K
TypeSH
Market value$34.59M
1.82%
Sole
498.34K
Shared
0.00
None
0.00

DAY ONE BIOPHARMACEUTICALS I

SOLE
Equity
Shares1.50M
TypeSH
Market value$32.07M
1.69%
Sole
1.50M
Shared
0.00
None
0.00

CENTURION ACQUISITION CORP

SOLE
Equity
Shares2.75M
TypeSH
Market value$29.54M
1.55%
Sole
2.75M
Shared
0.00
None
0.00

ARCELLX INC

SOLE
Equity
Shares238.24K
TypeSH
Market value$27.35M
1.44%
Sole
238.24K
Shared
0.00
None
0.00

KENNEDY-WILSON HOLDINGS INC

SOLE
Equity
Shares2.33M
TypeSH
Market value$25.26M
1.33%
Sole
2.33M
Shared
0.00
None
0.00

DRUGS MADE IN AMER ACQUTN CO

SOLE
Equity
Shares2.24M
TypeSH
Market value$23.50M
1.23%
Sole
2.24M
Shared
0.00
None
0.00

LIONHEART HOLDINGS

SOLE
Equity
Shares2.15M
TypeSH
Market value$23.08M
1.21%
Sole
2.15M
Shared
0.00
None
0.00

GP-ACT III ACQUISITION CORP

SOLE
Equity
Shares2.09M
TypeSH
Market value$22.67M
1.19%
Sole
2.09M
Shared
0.00
None
0.00

LAUNCH ONE ACQUISITION CORP

SOLE
Equity
Shares2.07M
TypeSH
Market value$22.17M
1.16%
Sole
2.07M
Shared
0.00
None
0.00

AMICUS THERAPEUTIC

SOLE
Equity
Shares1.40M
TypeSH
Market value$20.23M
1.06%
Sole
1.40M
Shared
0.00
None
0.00

HERITAGE COMM CORP

SOLE
Equity
Shares1.62M
TypeSH
Market value$20.23M
1.06%
Sole
1.62M
Shared
0.00
None
0.00

MELAR ACQUISITION CORP. I

SOLE
Equity
Shares1.40M
TypeSH
Market value$15.08M
0.79%
Sole
1.40M
Shared
0.00
None
0.00

AGRICULTURE & NAT SOL ACQ CO

SOLE
Equity
Shares1.30M
TypeSH
Market value$14.73M
0.77%
Sole
1.30M
Shared
0.00
None
0.00
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