Periscope Capital Inc.

Other Low signal financials specialist (96%) CIK 1695320
League rank
#1710
in Other · #7217 overall
Long book
$558.7M
Q1 2026
Positions
408
Top-10 weight
9%
concentration
Last quarter
+2.2%
SPY +14.8%
Turnover
41%
of book per quarter

Strategy in plain words

auto-generated from filings

Periscope Capital Inc. is an institutional manager, specialised in financials (96% of the long book), running a $558.7M US long book across 408 positions.

The portfolio is broadly diversified across 408 positions (top 10 only 9%). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: CRANE HARBOR ACQUISITIO-CL A, ART TECHNOLOGY ACQUISIT-CL A, SILICON VALLEY ACQUISIT-CL A, MOUNTAIN LAKE ACQUISITI-CL A, PRAETORIAN ACQUISITION COR-A.

Over the last 9 quarters its long book ran on average 3.6pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.0%
Q2 2024
+0.9%
Q3 2024
+1.6%
Q4 2024
+1.1%
Q1 2025
+2.4%
Q2 2025
+0.3%
Q3 2025
+0.9%
Q4 2025
+0.2%
Q1 2026
+2.2%

Sector allocation

Financials
95%
Technology
1%
Utilities
1%
Communications
1%
Other
1%
Services media
1%
Industrials
1%
Consumer discretionary
0%

Long book by quarter

$360.0M
Q1 2024
$256.9M
Q2 2024
$142.3M
Q3 2024
$123.6M
Q4 2024
$164.6M
Q1 2025
$257.3M
Q2 2025
$400.9M
Q3 2025
$501.2M
Q4 2025
$558.7M
Q1 2026

What does Periscope Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CRAN CRANE HARBOR ACQUISITIO-CL AFinancials600.0K$5.9M1.1%New
ARTC ART TECHNOLOGY ACQUISIT-CL AFinancials584.9K$5.7M1.0%New
SVAQ SILICON VALLEY ACQUISIT-CL AFinancials524.8K$5.2M0.9%New
MLAA MOUNTAIN LAKE ACQUISITI-CL AFinancials500.0K$4.9M0.9%New
PTOR PRAETORIAN ACQUISITION COR-AFinancials500.0K$4.9M0.9%New
CMII COLUMBUS CIRCLE CAPITAL CO-AFinancials474.6K$4.7M0.8%New
HCMA HCM III ACQUISITION COR-CL AFinancials450.0K$4.5M0.8%-10.0%
KBON KARBON CAPITAL PARTNERS-CL AFinancials450.0K$4.5M0.8%New
BDCI BTC DEVELOPMENT CORP-CL AFinancials450.0K$4.5M0.8%-8.9%
SBXE SILVERBOX CORP V-CL AFinancials450.1K$4.5M0.8%New
NHIC NEWHOLD INVESTMENT COR III-AFinancials425.0K$4.4M0.8%Held
CCXI CHURCHILL CAPITAL CORP-CL AFinancials425.0K$4.3M0.8%New
BIXI BITCOIN INFRASTRUCTURE-CL AFinancials433.5K$4.3M0.8%+13.1%
BCSS BAIN CAPITAL GSS INV- AFinancials425.0K$4.3M0.8%-19.0%
LATA GALATA ACQU CORP II - CL AFinancials425.0K$4.2M0.8%+2.4%
DNMX DYNAMIX CORP III-CL AFinancials425.0K$4.2M0.8%-19.0%
VHCP VINE HILL CAPITAL INVES-CL AFinancials425.1K$4.2M0.8%New
BIII BLACK SPADE ACQUISITION-CL AFinancials418.8K$4.1M0.7%New
CCII COHEN CIRCLE ACQUISIT II - AFinancials400.0K$4.1M0.7%-11.1%
SPEG SILVER PEGASUS ACQUISITION-AFinancials400.0K$4.1M0.7%-8.0%
LWAC LIGHTWAVE ACQUISITION CORP-AFinancials400.0K$4.1M0.7%-12.0%
ARCI ARCHIMEDES TECH SPAC PARTNERFinancials409.0K$4.0M0.7%New
OTGA OTG ACQUISITION CORP I-CL AFinancials400.0K$4.0M0.7%-3.8%
IGAC INVEST GREEN ACQUISITIO-CL AFinancials400.0K$4.0M0.7%New
BLRK BLUEROCK ACQUISITION CORP-AFinancials400.0K$4.0M0.7%New
ZKP LAFAYETTE DIGITAL ACQUISITIOFinancials399.6K$3.9M0.7%New
MEVO M EVO GLOBAL ACQUISITIO-CL AFinancials400.0K$3.9M0.7%New
SVCC STELLAR V CAPITAL CORP-CL AFinancials374.6K$3.9M0.7%-11.8%
KFII K&F GROWTH ACQUISITION COR-AFinancials375.0K$3.9M0.7%-15.0%
JENA JENA ACQUISITION CORP II - AFinancials380.0K$3.9M0.7%-2.3%
AACB ARTIUS II ACQUISITION INC-AFinancials375.0K$3.9M0.7%-16.7%
GTERA GLOBA TERRA ACQUISITION CO-AFinancials375.0K$3.8M0.7%-15.1%
VACI VIKING ACQUISITION CORP - ACommunications383.3K$3.8M0.7%-14.8%
SOCA SOLARIUS CAPITAL ACQUIS-CL AFinancials375.0K$3.8M0.7%-5.9%
EVAC EQV VENTURES ACQUISITION C-AFinancials375.0K$3.8M0.7%-12.4%
MBVI M3-BRIGADE ACQUISITION-CL AFinancials375.0K$3.8M0.7%-25.0%
GSRF GSR IV ACQUISITION CORP-CL AFinancials375.0K$3.8M0.7%+1.7%
RAC RITHM ACQUISITION CORP-AFinancials360.4K$3.7M0.7%Held
EVOX EVOLUTION GLOBAL ACQUIS-CL AFinancials375.0K$3.7M0.7%-14.7%
GIW GIGCAPITAL8 CORP-AFinancials375.0K$3.7M0.7%+4.5%
APXT APEX TREASURY CORP-CL AFinancials375.0K$3.7M0.7%-16.7%
ALDF ALDEL FINANCIAL II INCFinancials350.0K$3.7M0.7%-5.4%
BEAG BOLD EAGLE ACQUISITION COR-AFinancials350.0K$3.7M0.7%-3.2%
ATII ARCHIMEDES TECH SPAC PARTNERFinancials352.9K$3.7M0.7%-21.2%
COPL COPLEY ACQUISITION CORP-AFinancials350.0K$3.6M0.6%-15.5%
MESH MESHFLOW ACQUISITION CO-CL AFinancials364.7K$3.6M0.6%New
SVIV SPRING VALLEY ACQUISITIO-AFinancials360.4K$3.6M0.6%New
INAC INDIGO ACQUISITION CORPFinancials350.0K$3.6M0.6%-26.3%
AXIN AXIOM INTELLIGENCE-CL AFinancials350.0K$3.5M0.6%-9.4%
FIGX FIGX CAPITAL ACQUISITION C-AFinancials350.0K$3.5M0.6%-21.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 2026429$902.0M canonicalSEC ↗
Q4 202513F-HRFeb 10, 2026348$874.4M canonicalSEC ↗
Q3 202513F-HRNov 13, 2025286$628.5M canonicalSEC ↗
Q2 202513F-HRAug 14, 2025234$453.9M canonicalSEC ↗
Q1 202513F-HRMay 13, 2025207$230.9M canonicalSEC ↗
Q4 202413F-HRFeb 10, 2025200$180.6M canonicalSEC ↗
Q3 202413F-HRNov 12, 2024255$192.4M canonicalSEC ↗
Q2 202413F-HRAug 13, 2024328$295.0M canonicalSEC ↗
Q1 202413F-HRMay 13, 2024412$395.9M canonicalSEC ↗