StockDriftsStockDriftsTop 50 Lineage Point Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IACO | IDEA ACQUISITION CORP | 2.37% | 1.15M | $11.6M | +0.33%(+3.79K) | $9.91(+0.50%) | 2026-06-30 | |
| BEBE | TGE VALUE CREATIVE SOLUTIONS | 2.13% | 1.04M | $10.4M | -4.59%(-50.00K) | $22.29(-55.15%) | 2026-06-30 | |
| APXT | APEX TREAS CORP | 1.98% | 959.0K | $9.6M | +0.00%(+0) | $11.00(-8.09%) | 2026-06-30 | |
| EVOX | EVOLUTION GLOBAL ACQUISITION | 1.62% | 789.3K | $7.9M | -0.09%(-700) | $9.87(+2.13%) | 2026-06-30 | |
| XSLLU | XSOLLA SPAC 1 | 1.51% | 731.2K | $7.3M | -0.40%(-2.91K) | $9.90(+1.62%) | 2026-06-30 | |
| PMTR | PERIMETER ACQUISITION CORP I | 1.5% | 700.0K | $7.3M | -4.55%(-33.36K) | $10.25(+1.48%) | 2026-06-30 | |
| BIXI | BITCOIN INFRASTRUCTURE ACQUI | 1.42% | 693.0K | $6.9M | +0.00%(+0) | $9.86(+2.00%) | 2026-06-30 | |
| SBXE | SILVERBOX CORP V | 1.21% | 584.1K | $5.9M | -0.07%(-400) | $9.47(+6.45%) | 2026-06-30 | |
| ANSC | AGRICULTURE & NAT SOL ACQ CO | 1.16% | 494.0K | $5.6M | -0.00%(-22) | $11.05(+3.70%) | 2026-06-30 | |
| SVIVU | SPRING VY ACQUISITION CORP I | 1.14% | 527.8K | $5.6M | -1.14%(-6.10K) | $10.16(+2.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.99% |
Lineage Point Capital LP reports $487.28M in US-listed equity holdings across 371 positions in its most recent 13F filing. Its largest disclosed positions are IACO (2.4%), BEBE (2.1%) and APXT (2.0%). The top 20 holdings account for 25.89% of reported assets. Its disclosed equity book has returned +2.09% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lineage Point Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093311). View Lineage Point Capital LP’s 13F filings on SEC