Yorkville Advisors Global, LP

Fundamental concentrated ★Signal CIK 1838613
League rank
#850
in Fundamental concentrated · #6974 overall
Long book
$147.0M
Q1 2026
Positions
38
Top-10 weight
88%
concentration
Last quarter
+5.6%
SPY +14.8%
Turnover
78%
of book per quarter

Strategy in plain words

auto-generated from filings

Yorkville Advisors Global, LP is a concentrated fundamental stock-picker, running a $147.0M US long book across 38 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: TRUMP MEDIA & TECHNOLOGY GRO, SERVICE PROPERTIES TRUST, TEXAS VENTURES ACQUISITION-A, AURELION INC, STREAMEX CORP.

Over the last 4 quarters its long book ran on average 19.5pp per quarter behind the S&P 500, beating the index in 0 of 4 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q2 2025
-20.1%
Q3 2025
-19.3%
Q4 2025
-22.8%
Q1 2026
+5.6%

Sector allocation

Technology
62%
Financials
25%
Healthcare
6%
Industrials
3%
Other
2%
Real estate
1%
Communications
0%
Services media
0%

Long book by quarter

$345.7M
Q2 2025
$254.5M
Q3 2025
$149.6M
Q4 2025
$147.0M
Q1 2026

What does Yorkville Advisors own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
DJT TRUMP MEDIA & TECHNOLOGY GROTechnology7.3M$67.5M45.9%+9.6%
TVA TEXAS VENTURES ACQUISITION-AFinancials1.1M$10.9M7.4%New
AURE AURELION INCFinancials2.5M$5.3M3.6%New
STEX STREAMEX CORPHealthcare3.8M$4.2M2.9%New
ALTI ALTI GLOBAL INCFinancials773.0K$2.8M1.9%+19.1%
PCAP PROCAP ACQUISITION CORP - AFinancials1.3M$2.6M1.8%New
AVX Avax One Technology Ltd.Financials4.2M$2.5M1.7%New
GTX GARRETT MOTION INCIndustrials125.0K$2.3M1.5%-75.5%
WLAC WILLOW LANE ACQUISITION-CL A200.0K$2.1M1.4%-69.1%
OSUR ORASURE TECHNOLOGIES INCHealthcare635.0K$1.9M1.3%New
HSDT SOLANA COFinancials1.1M$1.9M1.3%New
UMAC UNUSUAL MACHINES INC /USTechnology136.4K$1.7M1.2%New
TONX TON STRATEGY COFinancials600.0K$1.5M1.0%Held
QTEX QTREX QUANTUM LTDHealthcare2.0M$883K0.6%+10.9%
SKYH SKY HARBOUR GROUP CORPReal estate90.0K$867K0.6%+80.0%
IMSR TERRESTRIAL ENERGY INCIndustrials122.0K$733K0.5%New
KYIV KYIVSTAR GROUP LTDCommunications54.5K$551K0.4%New
SSM SONO GROUP NVTechnology70.0K$443K0.3%New
EMPD EMPERY DIGITAL INCFinancials100.0K$423K0.3%New
ABTC AMERICAN BITCOIN CORP-AFinancials399.6K$369K0.3%New
SLNH SOLUNA HOLDINGS INCFinancials336.0K$237K0.2%New
QXL QUANTUM X LABS INCTechnology100.0K$199K0.1%New
NOMA NOMADAR CORP-AServices media32.0K$135K0.1%New
GNLN Greenlane Holdings Inc.Consumer discretionary200.0K$74K0.1%New
NRSN NEUROSENSE THERAPEUTICS LTDHealthcare78.0K$59K0.0%-22.0%
JUNS JUPITER NEUROSCIENCES INCHealthcare129.0K$49K0.0%-2.2%
EHGO ESHALLGO INCServices media272.5K$47K0.0%Held
ORBS EIGHTCO HOLDINGS INCFinancials29.4K$27K0.0%New
ICON ICON ENERGY CORPIndustrials30.0K$25K0.0%New
NXTS NEXENTIS TECHNOLOGIES INCHealthcare16.4K$11K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202644$154.6M canonicalSEC ↗
Q4 202513F-HRFeb 10, 202629$158.7M canonicalSEC ↗
Q3 202513F-HRNov 18, 202531$258.8M canonicalSEC ↗
Q2 202513F-HRNov 21, 202522$346.0M canonicalSEC ↗