ARISTEIA CAPITAL, L.L.C.

Q2 2025 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
483
Total value ($000)
$3,679,465
Net value change ($000)
-281,030 (-7.1%)
New positions
143
Sold out positions
115
Turnover %
20.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HEI 85,045 125.3%
CIVI 60,903 94.3%
LBRDA 36,562 6.7%
SIDDHI ACQUISITION CORP 16,682 NEW
LOKV 15,248 NEW
LBRDA 14,821 10.5%
KCHV 13,482 NEW
DRDB 12,723 NEW
NEW PROVIDENCE ACQUISITION C 12,240 NEW
TVAI 11,430 NEW
Top Reduces (Value $000, Stocks/ETFs)
DRDB -12,871 -100.0%
LOKV -12,600 -100.0%
Black Spade Acquisition II Co -7,077 -100.0%
Cantor Equity Partners, Inc. -6,444 -100.0%
RENEF -3,564 -100.0%
CEPO -3,003 -62.4%
ATII -2,523 -100.0%
HYG -2,130 -100.0%
DBX -2,093 -100.0%
NHIC -2,014 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 146,127 (4.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type