DOSSIER · 13F-HR · Q1 2026

North Ground Capital

$83M in tracked AUM across 40 positions as of Q1 2026.

NG
CIK 0002055446 · last filed Mar 31, 2026
Total AUM
$83M
as of Q1 2026
Holdings
40
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

North Ground Capital filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
BRSP
BRIGHTSPIRE CAPITAL INC
$9M1.6M10.8%
02
RWAY
RUNWAY GROWTH FINANCE CORP
$7M961K8.0%
03
GBDC
GOLUB CAP BDC INC
$6M479K7.3%
04
MSIF
MSC INCOME FUND INC
$5M449K6.6%
05
ACRE
ARES COML REAL ESTATE CORP
$5M1.1M6.5%
06
CGBD
CARLYLE SECURED LENDING INC
$4M388K5.1%
07
BCSF
BAIN CAP SPECIALTY FIN INC
$4M334K5.0%
08
CCAP
CRESCENT CAP BDC INC
$4M339K5.0%
09
MRP
MILLROSE PPTYS INC
$4M130K4.4%
10
NRK
NUVEEN NY AMT FREE
$4M354K4.4%

Filing history

2026Q1Mar 31
$83M 58.8%
40 positionsView →
2025Q4Dec 31
$201M 114.7%
45 positionsView →
2025Q3Sep 30
$94M 68.3%
32 positionsView →
2025Q2Jun 30
$56M 25.0%
26 positionsLocked
2025Q1Mar 31
$74M 20.0%
31 positionsLocked
2024Q4Dec 31
$93M
46 positionsLocked