SERENGETI ASSET MANAGEMENT LP

PrivateCIK: 1420299
Location

NEW YORK, NY

36
Positions
$31.8K
Total AUM (reported)
11.99M
Total Shares

Allocation by class

TOTAL AUM$31.8K36 positions
COM$18.9K59.4%
CLASS A COM$2.4K7.6%
COM CL A$1.5K4.6%
COM NEW$1.3K4.1%
CL A$1.2K3.8%
CL A SHS$1.2K3.8%
COMMON STOCK$1.0K3.2%

Portfolio Concentration

Top 362.3%4–1024.6%11–2512.3%Rest0.8%TOP 1086.9%0%100%
Top 3$19.8K62.3%
4–10$7.8K24.6%
11–25$3.9K12.3%
Rest$249.000.8%

Top 3 weight

62.3%

Top 10 weight

86.9%

Voting Authority Distribution

Total shares with voting rights: 11.99M

Sole

Full voting authority

11.99M

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)

Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares250K
TypeSH
Market value$11.6K
36.52%
Sole
250K
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares462.52K
TypeSH
Market value$5.8K
18.17%
Sole
462.52K
Shared
0.00
None
0.00

AURORA INNOVATION INC

SOLE
CLASS A COM
Shares1.10M
TypeSH
Market value$2.4K
7.64%
Sole
1.10M
Shared
0.00
None
0.00

GLOBAL BUSINESS TRAVEL GROUP

SOLE
COM CL A
Shares250K
TypeSH
Market value$1.4K
4.45%
Sole
250K
Shared
0.00
None
0.00

HIPPO HLDGS INC

SOLE
COM NEW
Shares70K
TypeSH
Market value$1.3K
4.07%
Sole
70K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares15K
TypeSH
Market value$1.3K
3.95%
Sole
15K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares150K
TypeSH
Market value$1.2K
3.83%
Sole
150K
Shared
0.00
None
0.00

RENEW ENERGY GLOBAL PLC

SOLE
CL A SHS
Shares200K
TypeSH
Market value$1.2K
3.78%
Sole
200K
Shared
0.00
None
0.00

GLOBAL BUSINESS TRAVEL GROUP

SOLE
*W EXP 99/99/999
Shares500K
TypeSH
Market value$785.00
2.47%
Sole
500K
Shared
0.00
None
0.00

JOBY AVIATION INC

SOLE
COMMON STOCK
Shares150K
TypeSH
Market value$650.00
2.04%
Sole
150K
Shared
0.00
None
0.00

CELLEBRITE DI LTD

SOLE
ORDINARY SHARES
Shares125K
TypeSH
Market value$490.00
1.54%
Sole
125K
Shared
0.00
None
0.00

JOBY AVIATION INC

SOLE
*W EXP 08/10/202
Shares500K
TypeSH
Market value$420.00
1.32%
Sole
500K
Shared
0.00
None
0.00

VERTICAL AEROSPACE LTD

SOLE
*W EXP 09/15/202
Shares550K
TypeSH
Market value$407.00
1.28%
Sole
550K
Shared
0.00
None
0.00

KORE GROUP HLDGS INC

SOLE
COMMON STOCK
Shares175K
TypeSH
Market value$334.00
1.05%
Sole
175K
Shared
0.00
None
0.00

RENEW ENERGY GLOBAL PLC

SOLE
*W EXP 08/21/202
Shares300K
TypeSH
Market value$312.00
0.98%
Sole
300K
Shared
0.00
None
0.00

ALVOTECH

SOLE
*W EXP 06/15/202
Shares400K
TypeSH
Market value$279.00
0.88%
Sole
400K
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
*W EXP 09/30/202
Shares702.80K
TypeSH
Market value$274.00
0.86%
Sole
702.80K
Shared
0.00
None
0.00

GLOBAL BLUE GROUP HOLDING AG

SOLE
*W EXP 08/28/202
Shares900K
TypeSH
Market value$257.00
0.81%
Sole
900K
Shared
0.00
None
0.00

SUNLIGHT FINANCIAL HOLDINGS

SOLE
COM
Shares200K
TypeSH
Market value$248.00
0.78%
Sole
200K
Shared
0.00
None
0.00

NEXTERS INC

SOLE
*W EXP 08/26/202
Shares600K
TypeSH
Market value$234.00
0.74%
Sole
600K
Shared
0.00
None
0.00

ALLEGO N V

SOLE
*W EXP 03/16/202
Shares425K
TypeSH
Market value$193.00
0.61%
Sole
425K
Shared
0.00
None
0.00

PLANET LABS PBC

SOLE
*W EXP 12/06/202
Shares150K
TypeSH
Market value$179.00
0.56%
Sole
150K
Shared
0.00
None
0.00

CELLEBRITE DI LTD

SOLE
*W EXP 08/30/202
Shares200K
TypeSH
Market value$130.00
0.41%
Sole
200K
Shared
0.00
None
0.00

WHOLE EARTH BRANDS INC

SOLE
*W EXP 06/25/202
Shares500K
TypeSH
Market value$85.00
0.27%
Sole
500K
Shared
0.00
None
0.00

KORE GROUP HLDGS INC

SOLE
*W EXP 99/99/999
Shares615K
TypeSH
Market value$73.00
0.23%
Sole
615K
Shared
0.00
None
0.00
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