Sandia Investment Management LP

CIK: 0001880562SEC EDGAR →

Portfolio Value

$207K

Holdings

128

As of

Q4 2025

New Positions

37

Closed Positions

32

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BOLD EAGLE ACQUISITION CORP

148,300$47K
22.72%
2

GCT SEMICONDUCTOR HLDG INC

349,398$26K
12.57%
3

ENVOY MEDICAL INC

514,702$20K
9.67%
4

CLASSOVER HLDGS INC

90,000$16K
7.73%
5

ALEANNA INC

74,647$10K
4.83%
6

FACT II ACQUISITION CORP

25,000$8K
3.87%
7

EQV VENTURES ACQUISITION COR

13,779$6K
2.90%
8

BAIRD MED INVT HLDGS LTD

108,100$6K
2.90%
9

AA MISSION ACQUISITION CORP

38,725$6K
2.90%
10

NEWHOLD INVT CORP III

12,500$5K
2.42%

Quarterly Changes

Top Buys

HYAC↑ Increased
$2.3M
VIA↑ Increased
$817K
WBI↑ Increased
$630K
GTEN↑ Increased
$511K
KLAR↑ Increased
$403K

Top Sells

GCTS/WS↓ Decreased
$75.0M
HYAC↓ Decreased
$72.6M
BEAG↓ Decreased
$40.5M
LOB↓ Decreased
$24.0M
COCHW↓ Decreased
$22.2M

New Positions (44)

$2K · 9K shares
$864 · 26K shares
$840 · 20K shares
$804 · 40K shares
SILICON VY ACQUISITION CORP
$745 · 75K shares
$515 · 7K shares
$512 · 50K shares
$509 · 50K shares
$501 · 50K shares
$501 · 50K shares
$500 · 50K shares
$498 · 50K shares
$498 · 50K shares
$497 · 50K shares
$471 · 47K shares
$450 · 45K shares
$434 · 43K shares
$433 · 3K shares
$374 · 10K shares
$352 · 35K shares
$306 · 11K shares
$276 · 2K shares
$251 · 25K shares
$251 · 25K shares
$250 · 25K shares
$219 · 10K shares
$214 · 10K shares
$201 · 8K shares
$201 · 20K shares
$196 · 35K shares
$185 · 10K shares
$160 · 5K shares
$151 · 15K shares
$150 · 15K shares
$149 · 15K shares
$142 · 2K shares
$126 · 3K shares
$105 · 44K shares
$97 · 5K shares
$86 · 3K shares
$44 · 3K shares
$42 · 1K shares
$25 · 905 shares
$17 · 653 shares

Closed Positions (22)

$954K · 64K shares
$910K · 88K shares
$526K · 50K shares
$519K · 50K shares
$476K · 6K shares
$399K · 94K shares
$353K · 23K shares
$305K · 13K shares
$292K · 30K shares
$262K · 25K shares
$249K · 24K shares
$188K · 15K shares
$178K · 2K shares
$177K · 340K shares
$161K · 16K shares
$160K · 15K shares
M3BRIGADE ACQUISITION V CORP
$158K · 15K shares
$142K · 10K shares
$121K · 12K shares
$64K · 3K shares
M3BRIGADE ACQUISITION V CORP
$15K · 12K shares
$5K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services53$87K42.0%
Healthcare16$35K16.9%
Unknown4$32K15.4%
Consumer Defensive4$17K8.1%
Technology20$17K8.0%
Energy5$11K5.5%
Industrials13$4K2.0%
Consumer Cyclical6$3K1.3%
Communication Services1$4360.2%
Utilities2$4200.2%
Basic Materials2$2830.1%
Real Estate2$2660.1%