StockDriftsStockDriftsTop 24 Yorkville Advisors Global, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DJT | Trump Media & Technology Group Corp. | 20.43% | 2.28M | $17.6M | -68.72%(-5.00M) | $18.01(-47.90%) | 2026-06-30 | |
| TVA | Texas Ventures Acquisition III Corp. | 12.85% | 1.05M | $11.1M | +0.00%(+0) | $10.52(-0.19%) | 2026-06-30 | |
| TMC | TMC Metals Royalty Company Inc. | 10.8% | 1.30M | $9.3M | new | $4.26(+2.93%) | 2026-06-30 | |
| STEX | Streamex Corp. | 3.7% | 3.75M | $3.2M | +0.00%(+0) | $2.08(-61.24%) | 2026-06-30 | |
| AURE | Aurelion Inc. | 3.63% | 1.49M | $3.1M | -40.40%(-1.01M) | $4.85(-64.74%) | 2026-06-30 | |
| GPRO | GoPro Inc. | 2.6% | 2.89M | $2.2M | new | $0.72(-15.78%) | 2026-06-30 | |
| PCAP | Procap Acquisition Corp. | 2.23% | 1.25M | $1.9M | +0.00%(+0) | $10.16(+1.67%) | 2026-06-30 | |
| NWAX | New America Acquisition I Corp. | 1.21% | 100.0K | $1.0M | new | $10.38(-1.93%) | 2026-06-30 | |
| BENF | Beneficient | 1.2% | 280.6K | $1.0M | new | $3.48(-19.42%) | 2026-06-30 | |
| SKYH | Sky Harbour Group Corporation | 1.03% | 90.0K | $886K | +0.00%(+0) | $9.37(+22.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -32.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.33% |
Yorkville Advisors Global, LP reports $86.23M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are DJT (20.4%), TVA (12.8%) and TMC (10.8%). The top 20 holdings account for 65.22% of reported assets. Its disclosed equity book has returned -32.75% cumulatively over 4 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.
Sign up free to track Yorkville Advisors Global, LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Yorkville Advisors Global, LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838613). View Yorkville Advisors Global, LP’s 13F filings on SEC