DOSSIER · 13F-HR · Q1 2026

HEIGHTS CAPITAL MANAGEMENT, INC

HEIGHTS's holding co. based in San Francisco, CA $359M in tracked AUM across 265 positions as of Q1 2026.

H
HEIGHTS·San Francisco, CA·Holding Co.
CIK 0001081698 · last filed Mar 31, 2026
Total AUM
$359M
18.8%
vs prior
Holdings
265
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Heights Capital Management reports a 13F portfolio valued at $351.0 million as of 2025-09-30, composed of 182 reported holdings. The portfolio is highly concentrated: the top 2 positions account for $124.67 million (35.5% of the portfolio) and the top 10 positions total $196.53 million (56.0%). The top 50 holdings represent roughly 87.8% of the portfolio, leaving about $42.97 million (12.2%) spread across the remaining 132 smaller positions. The filing also shows a reporting...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SLDP
SOLID POWER INC
$37M12.4M10.4%
02
G3643J108
FLUTTER ENTMT PLC
$30M294K8.4%
03
IONQ
IONQ INC
$24M816K6.6%
04
CMPS
COMPASS PATHWAYS PLC
$8M1.5M2.3%
05
G79483106
SEALSQ CORP
$8M3.1M2.3%
06
FGMC
FG MERGER II CORP
$8M790K2.2%
07
G4992A110
JACKSON ACQUISITION CO II
$7M700K2.1%
08
G2847J104
DRUGS MADE IN AMER ACQUTN CO
$7M650K1.9%
09
G71702123
PONO CAP FOUR INC
$5M550K1.5%
10
G63212107
M3BRIGADE ACQUISITION V CORP
$5M500K1.5%

Filing history

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