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HCI

Harraden Circle Investments Portfolio holdings

AUM $784M
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
+10.06%
1 Year Est. Return
+20.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$784M
AUM Growth
+$285M
Cap. Flow
+$264M
Cap. Flow %
33.64%
Top 10 Hldgs %
33.93%
Holding
266
New
86
Increased
38
Reduced
20
Closed
30

Top Buys

Rank Stock Value
1
AIIR
Air Global PLC
AIIR
+$36.8M
2
TONT
Graf Global Corp
TONT
+$21.6M
3
IPFX
Inflection Point Acquisition Corp VI
IPFX
+$19.3M
4
GSRVU
GSR V Acquisition Corp. Units
GSRVU
+$15.7M
5
FCRS
FutureCrest Acquisition Corp
FCRS
+$15.7M

Top Sells

Rank Stock Value
1
HYAC
Haymaker Acquisition Corp 4
HYAC
+$23.4M
2
TMTSU
Spartacus Acquisition Corp II Unit
TMTSU
+$15.1M
3
GLED.U
GalaxyEdge Acquisition Corp Units
GLED.U
+$9.69M
4
CEPT
Cantor Equity Partners II
CEPT
+$8.95M
5
TRAD.U
APEX Tech Acquisition Inc Units
TRAD.U
+$8.51M

Sector Composition

Rank Sector Weight
1 Financials 64.88%
2 Miscellaneous 22.64%
3 Consumer Staples 4.25%
4 Consumer Discretionary 3.28%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FERAR
251
Fifth Era Acquisition Corp I Rights
FERAR
– –
-637,667
Closed -$191K
LOKVW
252
DELISTED
Live Oak Acquisition Corp V Warrants
LOKVW
– –
-2,155,052
Closed -$3.08M
XRPNW
253
Armada Acquisition Corp II Warrant
XRPNW
$11.6M
– –
-487,579
Closed -$292K
APADR
254
DELISTED
A Paradise Acquisition Corp Rights
APADR
– –
-4,133,723
Closed -$1.87M
VACI.WS
255
Viking Acquisition Corp I Warrants
VACI.WS
– –
-22,533
Closed -$7K
TMTSU
256
Spartacus Acquisition Corp II Unit
TMTSU
– –
-1,500,000
Closed -$15.1M
MEVOW
257
M Evo Global Acquisition Corp II Warrants
MEVOW
– –
-46,410
Closed -$15.7K
CTAAU
258
ClearThink 1 Acquisition Corp Units
CTAAU
– –
-659,832
Closed -$6.6M
TRAD.U
259
APEX Tech Acquisition Inc Units
TRAD.U
– –
-850,100
Closed -$8.51M
SSACW
260
SPACSphere Acquisition Corp Warrant
SSACW
$777K
– –
-789,515
Closed -$63K
GLED.U
261
GalaxyEdge Acquisition Corp Units
GLED.U
– –
-967,743
Closed -$9.69M
PONOU
262
Pono Capital Four Inc Units
PONOU
– –
-382,564
Closed -$3.82M
BHAVU
263
BHAV Acquisition Corp Units
BHAVU
– –
-758,763
Closed -$7.57M
FMACU
264
Future Money Acquisition Corp Units
FMACU
– –
-375,000
Closed -$3.74M
IPFXU
265
Inflection Point Acquisition Corp VI Units
IPFXU
– –
-44,056
Closed -$441K
XNDU
266
Xanadu Quantum Technologies Class B
XNDU
$3.2B
– –
-104,380
Closed -$800K
7 8 9 10
11

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Harraden Circle Investments's Q2 2026 Portfolio in Review

As of Q2 2026, Harraden Circle Investments held 266 positions worth $784M, up 57% from $499M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Harraden Circle Investments deployed $264M of net new capital in Q2 2026, opening 86 new positions and adding to 38 existing holdings. Its largest new stake was Air Global PLC: 4,998,421 shares worth $33.3M.

By sector, the portfolio is most concentrated in Financials at 65% of assets, down from 73% a quarter earlier, followed by Miscellaneous and Consumer Staples.

On the sell side, the largest reduction was Cantor Equity Partners II, an estimated $8.95M trimmed.

  • Harraden Circle Investments's largest Q2 2026 buy was Air Global PLC: 4,998,421 shares worth $33.3M.
  • Harraden Circle Investments added most to FutureCrest Acquisition Corp in Q2 2026, an estimated $15.7M increase.
  • Harraden Circle Investments's biggest Q2 2026 reduction was Cantor Equity Partners II, cutting an estimated $8.95M.
  • Harraden Circle Investments fully exited Haymaker Acquisition Corp 4 in Q2 2026, selling an estimated $23.4M.
  • Harraden Circle Investments's ten largest holdings make up 34% of its $784M portfolio in Q2 2026.
  • Harraden Circle Investments opened 86 new positions and closed 30 in Q2 2026.
  • Harraden Circle Investments's portfolio value rose 57% quarter-over-quarter to $784M.

Based on Harraden Circle Investments's 13F filing for Q2 2026, filed 14 Aug 2026.