GHISALLO CAPITAL MANAGEMENT LLC

PrivateCIK: 1825214
Location

BOSTON, MA

275
Positions
$3.63B
Total AUM (reported)
20.69B
Total Shares

Allocation by class

TOTAL AUM$3.63B275 positions
CONVERTIBLE BOND$1.05B29.0%
COM$867.62M23.9%
COM CL A$278.93M7.7%
CL A$154.97M4.3%
SHS$149.90M4.1%
ADS$131.66M3.6%
COM SHS$95.05M2.6%

Portfolio Concentration

Top 312.1%4–1017.7%11–2522.9%Rest47.3%TOP 1029.8%0%100%
Top 3$440.93M12.1%
4–10$641.48M17.7%
11–25$830.71M22.9%
Rest$1.72B47.3%

Top 3 weight

12.1%

Top 10 weight

29.8%

Voting Authority Distribution

Total shares with voting rights: 20.69B

Sole

Full voting authority

20.69B

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)

Sole275
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings275
Rows:

MEDLINE INC

SOLE
COM CL A
Shares4.55M
TypeSH
Market value$202.33M
5.57%
Sole
4.55M
Shared
0.00
None
0.00

XPENG INC

SOLE
ADS
Shares7.50M
TypeSH
Market value$128.32M
3.53%
Sole
7.50M
Shared
0.00
None
0.00

HYUHI 05/04/31 CVT PUT

SOLE
CONVERTIBLE BOND
Shares110M
TypeSH
Market value$110.28M
3.04%
Sole
110M
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares275K
TypeSH
Market value$102.23M
2.82%
Sole
275K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares550K
TypeSH
Market value$95.92M
2.64%
Sole
550K
Shared
0.00
None
0.00

ZTOEC 0.925 03/01/31 CVT PUT

SOLE
CONVERTIBLE BOND
Shares95M
TypeSH
Market value$95.44M
2.63%
Sole
95M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares250K
TypeSH
Market value$92.54M
2.55%
Sole
250K
Shared
0.00
None
0.00

WIWYNN 04/01/31

SOLE
CONVERTIBLE BOND
Shares90M
TypeSH
Market value$87.76M
2.42%
Sole
90M
Shared
0.00
None
0.00

CHPAC 09/18/30 CVT PUT

SOLE
CONVERTIBLE BOND
Shares675M
TypeSH
Market value$87.53M
2.41%
Sole
675M
Shared
0.00
None
0.00

GLOBALFOUNDRIES INC

SOLE
ORDINARY SHARES
Shares1.80M
TypeSH
Market value$80.06M
2.21%
Sole
1.80M
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares175K
TypeSH
Market value$72.93M
2.01%
Sole
175K
Shared
0.00
None
0.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares550K
TypeSH
Market value$72.02M
1.98%
Sole
550K
Shared
0.00
None
0.00

NIPST 02/14/29 CVT

SOLE
CONVERTIBLE BOND
Shares10.59B
TypeSH
Market value$68.01M
1.87%
Sole
10.59B
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares457K
TypeSH
Market value$67.23M
1.85%
Sole
457K
Shared
0.00
None
0.00

BLTIV 02/05/33 CVT PUT

SOLE
CONVERTIBLE BOND
Shares544M
TypeSH
Market value$65.52M
1.80%
Sole
544M
Shared
0.00
None
0.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares575K
TypeSH
Market value$59.66M
1.64%
Sole
575K
Shared
0.00
None
0.00

NBIS 1.250 03/15/31 CVT

SOLE
CONVERTIBLE BOND
Shares60M
TypeSH
Market value$57.54M
1.58%
Sole
60M
Shared
0.00
None
0.00

FORGENT POWER SOLUTIONS INC

SOLE
COM SHS CL A
Shares1.85M
TypeSH
Market value$54.15M
1.49%
Sole
1.85M
Shared
0.00
None
0.00

NBIS 2.625 03/15/33 CVT

SOLE
CONVERTIBLE BOND
Shares55M
TypeSH
Market value$51.20M
1.41%
Sole
55M
Shared
0.00
None
0.00

HUTAI 02/08/27 CVT

SOLE
CONVERTIBLE BOND
Shares400M
TypeSH
Market value$49.92M
1.38%
Sole
400M
Shared
0.00
None
0.00

NIPST 02/14/31 CVT PUT

SOLE
CONVERTIBLE BOND
Shares6.99B
TypeSH
Market value$45.10M
1.24%
Sole
6.99B
Shared
0.00
None
0.00

UL SOLUTIONS INC

SOLE
CLASS A COM SHS
Shares500K
TypeSH
Market value$42.85M
1.18%
Sole
500K
Shared
0.00
None
0.00

KRATOS DEFENSE & SEC SOLUTIO

SOLE
COM NEW
Shares600K
TypeSH
Market value$42.31M
1.17%
Sole
600K
Shared
0.00
None
0.00

GLXY 0.500 05/01/31 CVT

SOLE
CONVERTIBLE BOND
Shares58.30M
TypeSH
Market value$41.31M
1.14%
Sole
58.30M
Shared
0.00
None
0.00

BABA 09/15/32 CVT PUT

SOLE
CONVERTIBLE BOND
Shares42.50M
TypeSH
Market value$40.94M
1.13%
Sole
42.50M
Shared
0.00
None
0.00
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