Lineage Point Capital LP
CIK: 0002093311SEC EDGAR →
Portfolio Value
$306.9M
Holdings
140
As of
Q4 2025
New Positions
140
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — CROWN RESV ACQUISITION CORP | 766,000 | $137.0M | 44.64% |
| 2 | TAILWIND 2.0 ACQUISITION COR | 290,000 | $47.0M | 15.31% |
| 3 | CALISA ACQUISITION CORP | 95,795 | $46.0M | 14.99% |
| 4 | DRUGS MADE IN AMER ACQ II CO | 330,000 | $46.0M | 14.99% |
| 5 | LAFAYETTE ACQUISITION CORP | 310,698 | $41.0M | 13.36% |
| 6 | SIZZLE ACQUISITION CORP. II | 250,000 | $40.0M | 13.03% |
| 7 | EMMIS ACQUISITION CORP. | 225,000 | $34.0M | 11.08% |
| 8 | CAL REDWOOD ACQUISITION CORP | 100,000 | $32.0M | 10.43% |
| 9 | HARVARD AVE ACQUISITION CORP | 245,000 | $26.0M | 8.47% |
| 10 | — APEX TREAS CORP | 1,429,600 | $14.1M | 4.61% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 112 | $523.8M | 68.3% |
| Unknown | 12 | $180.3M | 23.5% |
| Technology | 13 | $48.8M | 6.4% |
| Consumer Cyclical | 1 | $10.9M | 1.4% |
| Energy | 1 | $2.5M | 0.3% |
| Basic Materials | 1 | $129K | 0.0% |