Lineage Point Capital LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2093311
Institutional-grade research for retail investors
Sector Allocation
- Other51.4%$250.4M
- Financials48.4%$235.8M
- Technology0.2%$797,814
- Utilities0.0%$160,212
- Materials0.0%$59,160
- Industrials0.0%$40,549
- Consumer Discretionary0.0%$23,235
- Healthcare0.0%$11,333
AUM History
13fpro.ai/research/fund/lineage-point-capital-lp-2093311
Conviction and streaks
Diversifying · top 10 = 17.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- IDEA$11.6M
- CHURCHILL$11.1M
- TGE$10.4M
APXT
$9.6M- ACP$9.0M
EVOX
$7.9M- XSOLLA$7.3M
PMTR
$7.3MBIXI
$6.9M- SILVERBOX$5.9M
ANSC
$5.6M- SPRING$5.6M
- FG$5.0M
NWAX
$5.0M- QDRO$5.0M
RNGT
$5.0M- GENERAL$5.0M
- ACTIVATE$5.0M
- ALDABRA$4.9M
CAII
$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lineage-point-capital-lp-2093311
Lineage Point Capital LP 13F holdings — Q2 2026
$487.3M portfolio (+19.1% QoQ) · 371 holdings · Q2 2026 13F · top 10 are 18% of the stock portfolio
- 1
IDEA ACQUISITION CORP - UNIT 01/06/2031
$11.6M
2.4% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
CHURCHILL CAP CORP XII - CL A ORD SHS
$11.1M
2.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 3
TGE VALUE CREATIVE SOLUTIONS - USD CL A ORD SHS
$10.4M
2.1% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $9.6M
2.0% of stocks
No changeThis quarter+0.3%Since filed2+ qtrsHeld- 5
ACP HOLDINGS ACQUISITION COR - UNIT 03/30/2031
$9.0M
1.9% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $7.9M
1.6% of stocks
-0.1%This quarter+0.6%Since filed2+ qtrsHeld- 7
XSOLLA SPAC 1 - UNIT 01/12/2031
$7.3M
1.5% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
1.5% of stocks
-5%This quarter+0.5%Since filed2+ qtrsHeld$6.9M
1.4% of stocks
No changeThis quarter+0.2%Since filed2+ qtrsHeld- 10
SILVERBOX CORP V - ORD SHS CL A
$5.9M
1.2% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IDEA ACQUISITION CORP - UNIT 01/06/2031 | $11.6M | 2.4% | +0.3% | — | — | — | — | |
| 2 | CHURCHILL CAP CORP XII - CL A ORD SHS | $11.1M | 2.3% | New | — | New this quarter | — | — | |
| 3 | TGE VALUE CREATIVE SOLUTIONS - USD CL A ORD SHS | $10.4M | 2.1% | -5% | — | — | — | — | |
| 4 | $9.6M | 2.0% | No change | +0.3% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ACP HOLDINGS ACQUISITION COR - UNIT 03/30/2031 | $9.0M | 1.9% | New | — | New this quarter | — | — | |
| 6 | $7.9M | 1.6% | -0.1% | +0.6% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | XSOLLA SPAC 1 - UNIT 01/12/2031 | $7.3M | 1.5% | -0.4% | — | — | — | — | |
| 8 | $7.3M | 1.5% | -5% | +0.5% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $6.9M | 1.4% | No change | +0.2% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SILVERBOX CORP V - ORD SHS CL A | $5.9M | 1.2% | -0.1% | — | — | — | — |
All holdings — Lineage Point Capital LP (Q2 2026)
371 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Agriculture & Natural Solutions Acquisition Corp | Financials | $5.6M | 1.2% | 494K | -0.0% | 2+ qtrs | — | 13F | |
| 12 | — | SPRING VY ACQUISITION CORP I - UNIT 01/22/2031lp unit | — | $5.6M | 1.1% | 528K | -1% | — | — | 13F |
| 13 | — | FG IMPERII ACQUISITION CORP - UNIT 10/14/2030lp unit | — | $5.0M | 1.0% | 500K | — | — | — | 13F |
| 14 | New America Acquisition I Corp. | Financials | $5.0M | 1.0% | 496K | +12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | QDRO ACQUISITION CORP - UNIT 01/28/2031lp unit | — | $5.0M | 1.0% | 486K | +25% | — | — | 13F |
| 16 | Range Capital Acquisition Corp II | Financials | $5.0M | 1.0% | 490K | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | GENERAL PURP ACQUISITION COR - USD CL A ORD SHS | — | $5.0M | 1.0% | 495K | — | — | — | 13F |
| 18 | — | ACTIVATE ENERGY ACQUISIT COR - CL A ORD SHS | — | $5.0M | 1.0% | 495K | — | — | — | 13F |
| 19 | — | ALDABRA 4 LQDTY OPP VEH INC - UNIT 12/23/2030lp unit | — | $4.9M | 1.0% | 463K | -0.3% | — | — | 13F |
| 20 | Collective Acquisition Corp. IIlp unit | Financials | $4.7M | 1.0% | 467K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | D BORAL ACQUISITION I CORP - UNIT 01/30/2031lp unit | — | $4.7M | 1.0% | 449K | -0.3% | — | — | 13F |
| 22 | Leapfrog Acquisition Corplp unit | Financials | $4.6M | 0.9% | 448K | -0.1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | BLUE WTR ACQUISITION CORP IV - UNIT 99/99/9999lp unit | — | $4.6M | 0.9% | 455K | -2% | — | — | 13F |
| 24 | Crown Reserve Acquisition Corp. I | Financials | $4.5M | 0.9% | 440K | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | RF ACQUISITION CORP III - UNIT 01/28/2031lp unit | — | $4.4M | 0.9% | 440K | — | — | — | 13F |
| 26 | — | CHURCHILL CAP CORP XI - CL A ORD SHS | — | $4.3M | 0.9% | 249K | New | |||
| 27 | $BCSS | Bain Capital GSS Investment Corp. | Financials | $4.1M | 0.8% | 400K | -15% | |||
| 28 | $VHCP | Vine Hill Capital Investment Corp. II | Financials | $4.1M | 0.8% | 401K | — | |||
| 29 | $HVMC | Highview Merger Corp. | Financials | $4.1M | 0.8% | 400K | — | |||
| 30 | — | BLUE ACQUISITION CORP. - ORD SHS CL A | — | $4.1M | 0.8% | 383K | -11% | |||
| 31 | — | HALL CHADWICK ACQUISITION CO - ORD SHS CL A | — | $4.0M | 0.8% | 395K | — | |||
| 32 | — | ALUSSA ENERGY ACQUISIT CORP - ORD SHS CL A | — | $4.0M | 0.8% | 394K | — | |||
| 33 | $IGAC | Invest Green Acquisition Corp | Financials | $4.0M | 0.8% | 395K | — | |||
| 34 | — | PRAETORIAN ACQUISITION CORP - UNIT 01/16/2031 | — | $3.9M | 0.8% | 379K | -7% | |||
| 35 | $DNMX | Dynamix Corp III | Financials | $3.9M | 0.8% | 390K | — | |||
| 36 | $GHXI | Gores Holdings XI, Inc. | Financials | $3.8M | 0.8% | 379K | New | |||
| 37 | — | SPARTACUS ACQUISITION CORP I - UNIT 01/30/2031 | — | $3.6M | 0.7% | 350K | -0.2% | |||
| 38 | $WENN | WEN Acquisition Corp | Financials | $3.5M | 0.7% | 338K | — | |||
| 39 | $DYOR | Insight Digital Partners II | Financials | $3.4M | 0.7% | 340K | — | |||
| 40 | — | ILLUMINATION ACQUISITIO CORP - UNIT 12/23/2031 | — | $3.4M | 0.7% | 339K | +0.2% | |||
| 41 | $DMII | Drugs Made In America Acquisition II Corp. | Financials | $3.4M | 0.7% | 336K | — | |||
| 42 | $BLZR | Trailblazer Acquisition Corp. | Financials | $3.4M | 0.7% | 332K | — | |||
| 43 | — | OCEAN CAP ACQUISITION CORP - UNIT 99/99/9999 | — | $3.3M | 0.7% | 319K | New | |||
| 44 | — | CRANE HBR ACQUISITION CORP I - ORD SHS CL A | — | $3.2M | 0.7% | 320K | — | |||
| 45 | $LAFA | LaFayette Acquisition Corp. | Financials | $3.1M | 0.6% | 311K | — | |||
| 46 | — | SIDDHI ACQUISITION CORP - CL A SHS | — | $3.1M | 0.6% | 300K | — | |||
| 47 | — | SILICON VY ACQUISITION CORP - CL A | — | $3.1M | 0.6% | 310K | -29% | |||
| 48 | $SAC | Safeguard Acquisition Corp. | Financials | $3.1M | 0.6% | 300K | -0.1% | |||
| 49 | — | KENSINGTON CAP ACQUISITION - UNIT 99/99/9999 | — | $3.1M | 0.6% | 290K | +7% | |||
| 50 | $GSRF | GSR IV Acquisition Corp. | Financials | $3.1M | 0.6% | 304K | +38% | |||
| 51 | $OTGA | OTG Acquisition Corp. I | Financials | $3.0M | 0.6% | 300K | — | |||
| 52 | — | ARES ACQUISITION CORP III - UNIT 99/99/9999 | — | $3.0M | 0.6% | 300K | New | |||
| 53 | — | ARCHIMEDES TECH SPAC PTNRS I - UNIT 01/23/2031 | — | $3.0M | 0.6% | 289K | +5% | |||
| 54 | $PTAC | Patriot Acquisition Corp./CI | Financials | $3.0M | 0.6% | 300K | New | |||
| 55 | $KEYY | Keystone Acquisition Corp. | Financials | $3.0M | 0.6% | 296K | New | |||
| 56 | $TACH | Titan Acquisition Corp. | Financials | $3.0M | 0.6% | 285K | -5% | |||
| 57 | — | ITHAX ACQUISITION CORP III - USD CL A ORD SHS | — | $2.9M | 0.6% | 295K | — | |||
| 58 | — | MOUNTAIN LAKE ACQUISIT CORP - USD CL A ORD SHS | — | $2.9M | 0.6% | 294K | New | |||
| 59 | $TDWD | Tailwind 2.0 Acquisition Corp. | Financials | $2.9M | 0.6% | 290K | — | |||
| 60 | $CRAQ | Cal Redwood Acquisition Corp. | Financials | $2.9M | 0.6% | 281K | — | |||
| 61 | $TACO | Berto Acquisition Corp. | Financials | $2.8M | 0.6% | 269K | -44% | |||
| 62 | $GTEN | Gores Holdings X, Inc. / CI | Financials | $2.8M | 0.6% | 270K | +6% | |||
| 63 | $SSEA | STARRY SEA ACQUISITION CORP | Financials | $2.8M | 0.6% | 271K | — | |||
| 64 | $MMTX | Miluna Acquisition Corp | Financials | $2.7M | 0.6% | 272K | — | |||
| 65 | $AACP | Apogee Acquisition Corp | Financials | $2.7M | 0.6% | 263K | New | |||
| 66 | $JENA | JENA ACQUISITION Corp II | Financials | $2.6M | 0.5% | 250K | — | |||
| 67 | — | X3 ACQUISITION CORP LTD - UNIT 12/19/2030 | — | $2.6M | 0.5% | 252K | — | |||
| 68 | $SCPQ | Social Commerce Partners Corp | Financials | $2.6M | 0.5% | 250K | +0.2% | |||
| 69 | $LPCV | Launchpad Cadenza Acquisition Corp I | Financials | $2.5M | 0.5% | 250K | — | |||
| 70 | $ALIS | Calisa Acquisition Corp | Financials | $2.5M | 0.5% | 250K | -0.4% | |||
| 71 | — | KRAKACQUISITION CORPORATION - UNIT 12/23/2030 | — | $2.5M | 0.5% | 250K | — | |||
| 72 | $PCAP | ProCap Acquisition Corp | Financials | $2.5M | 0.5% | 246K | — | |||
| 73 | — | ENERGY TRANSITION SPL OPPORT - UNIT 99/99/9999 | — | $2.5M | 0.5% | 251K | New | |||
| 74 | $MYX | Maywood Acquisition Corp. 2 | Financials | $2.5M | 0.5% | 250K | New | |||
| 75 | — | WILLOW LANE ACQUISITION CRP - UNIT 01/27/2031 | — | $2.5M | 0.5% | 236K | +3% | |||
| 76 | — | WHITE PEARL ACQUISITION CORP - UNIT 99/99/9999 | — | $2.5M | 0.5% | 238K | -5% | |||
| 77 | $OACC | Oaktree Acquisition Corp. III Life Sciences | Financials | $2.5M | 0.5% | 233K | +0.1% | |||
| 78 | $EVAC | EQV Ventures Acquisition Corp. II | Financials | $2.5M | 0.5% | 245K | — | |||
| 79 | $HAVA | Harvard Ave Acquisition Corp | Financials | $2.5M | 0.5% | 245K | — | |||
| 80 | — | DAEDALUS SPL ACQUISITION COR - USD CL A ORD SHS | — | $2.5M | 0.5% | 245K | — | |||
| 81 | — | INFLECTION PT ACQUISIT CORP - CL A ORD SHS | — | $2.5M | 0.5% | 239K | New | |||
| 82 | — | FUTURE MONEY ACQUISITION COR - UNIT 03/16/2031 | — | $2.4M | 0.5% | 239K | -13% | |||
| 83 | $GCGR | General Catalyst Global Resilience Merger Corp. | Financials | $2.4M | 0.5% | 234K | New | |||
| 84 | — | ONEIM ACQUISITION CORP - UNIT 01/07/2031 | — | $2.3M | 0.5% | 221K | — | |||
| 85 | — | MUZERO ACQUISITION CORP - UNIT 01/30/2031 | — | $2.3M | 0.5% | 225K | — | |||
| 86 | — | PALOMA ACQUISITION CORP I - UNIT 02/12/2031 | — | $2.3M | 0.5% | 211K | -0.1% | |||
| 87 | $EMIS | Emmis Acquisition Corp. | Financials | $2.3M | 0.5% | 225K | — | |||
| 88 | — | INFINITE EAGLE ACQUISITION C - UNIT 01/13/2031 | — | $2.3M | 0.5% | 220K | — | |||
| 89 | — | KARBON CAP PARTNERS CORP - ORD SHS CL A | — | $2.2M | 0.5% | 220K | — | |||
| 90 | — | IRIS ACQUISITION CORP II - ORD SHS CL A | — | $2.2M | 0.5% | 220K | — | |||
| 91 | — | SOREN ACQUISITION CORP - UNIT 12/19/2030 | — | $2.1M | 0.4% | 209K | — | |||
| 92 | — | ABONY ACQUISITION CORP I - UNIT 01/29/2031 | — | $2.0M | 0.4% | 199K | -0.3% | |||
| 93 | — | LEGATO MERGER CORP IV - UNIT 99/99/9999 | — | $2.0M | 0.4% | 200K | — | |||
| 94 | — | APEX TECH ACQUISITION INC - UNIT 99/99/9999 | — | $2.0M | 0.4% | 200K | -0.0% | |||
| 95 | $LKSP | Lake Superior Acquisition Corp | Financials | $2.0M | 0.4% | 200K | — | |||
| 96 | $IDAC | Iron Dome Acquisition I Corp. | Financials | $2.0M | 0.4% | 200K | New | |||
| 97 | — | PROEM ACQUISITION CORP I - UNIT 01/29/2031 | — | $2.0M | 0.4% | 200K | — | |||
| 98 | $BDCI | BTC Development Corp. | Financials | $2.0M | 0.4% | 200K | — | |||
| 99 | $MTNE | CH4 Natural Solutions Corp | Financials | $2.0M | 0.4% | 200K | New | |||
| 100 | — | UNITED ACQUISITION CORP I - UNIT 99/99/9999 | — | $2.0M | 0.4% | 192K | +9% | |||
| 101 | — | M EVO GBL ACQUISITION CORP I - ORD SHS CL A | — | $1.9M | 0.4% | 195K | — | |||
| 102 | $FCRS | FutureCrest Acquisition Corp. | Financials | $1.8M | 0.4% | 176K | — | |||
| 103 | — | NEWBRIDGE ACQUISITION LTD - UNIT 11/18/2030 | — | $1.8M | 0.4% | 174K | -0.7% | |||
| 104 | — | K2 CAP ACQUISITION CORP - UNIT 01/22/2030 | — | $1.8M | 0.4% | 174K | -0.3% | |||
| 105 | $ARCL | ARC Group Acquisition I Corp. | Financials | $1.8M | 0.4% | 172K | New | |||
| 106 | — | QUANTUM LEAP ACQUISITION COR - CL A ORD SHS | — | $1.7M | 0.4% | 175K | New | |||
| 107 | — | PONO CAP FOUR INC - UNIT 03/11/2031 | — | $1.7M | 0.4% | 171K | -3% | |||
| 108 | $MBVI | M3-Brigade Acquisition VI Corp. | Financials | $1.7M | 0.4% | 171K | — | |||
| 109 | — | FOREFRONT TECHNOLOGY HOLDING - UNIT 04/30/2031 | — | $1.7M | 0.3% | 169K | New | |||
| 110 | — | BLACK SPADE ACQUISITION III - UNIT 99/99/9999 | — | $1.7M | 0.3% | 165K | — | |||
| 111 | — | AEON ACQUISITION I CORP - UNIT 01/30/2031 | — | $1.7M | 0.3% | 165K | New | |||
| 112 | $IACQ | Irenic Acquisition Corp. | Financials | $1.6M | 0.3% | 161K | New | |||
| 113 | — | TWELVE SEAS INVT CO III - UNIT 11/21/2030 | — | $1.6M | 0.3% | 150K | — | |||
| 114 | — | METALS ACQUISITION CORP II - UNIT 99/99/9999 | — | $1.6M | 0.3% | 143K | +0.2% | |||
| 115 | — | SPACE ASSET ACQUISITION CORP - UNIT 01/13/2031 | — | $1.6M | 0.3% | 148K | -1% | |||
| 116 | $SOUL | Soulpower Acquisition Corp. | Financials | $1.6M | 0.3% | 150K | — | |||
| 117 | — | GIGCAPITAL9 CORP - UNIT 12/01/2030 | — | $1.5M | 0.3% | 149K | -0.8% | |||
| 118 | $WENC | West Enclave Merger Corp. | Financials | $1.5M | 0.3% | 149K | New | |||
| 119 | — | KPET ULTRA PACELINE CORP - UNIT 99/99/9999 | — | $1.5M | 0.3% | 150K | — | |||
| 120 | — | SUMA ACQUISITION CORP - UNIT 03/05/2031 | — | $1.5M | 0.3% | 150K | — | |||
| 121 | — | YORKVILLE INTL CAP CORP - UNIT 06/05/2031 | — | $1.5M | 0.3% | 150K | New | |||
| 122 | $LTGR | Long Table Growth Corp. | Financials | $1.5M | 0.3% | 150K | New | |||
| 123 | $GLED | GalaxyEdge Acquisition Corp | Financials | $1.5M | 0.3% | 150K | New | |||
| 124 | $OTAI | Starlink AI Acquisition Corp | Financials | $1.5M | 0.3% | 146K | New | |||
| 125 | — | BLUEROCK ACQUISITION CORP - USD CL A ORD SHS | — | $1.4M | 0.3% | 144K | — | |||
| 126 | $OBA | Oxley Bridge Acquisition Ltd | Financials | $1.4M | 0.3% | 140K | — | |||
| 127 | — | HCM IV ACQUISITION CORP - UNIT 01/20/2031 | — | $1.4M | 0.3% | 137K | +7% | |||
| 128 | $ALPX | Alpex Acquisition Corp | Financials | $1.4M | 0.3% | 135K | New | |||
| 129 | $MCAH | Mountain Crest Acquisition 6 Corp. | Financials | $1.3M | 0.3% | 130K | New | |||
| 130 | — | CLEARTHINK 1 ACQUISITION COR - UNIT 01/26/2031 | — | $1.3M | 0.3% | 129K | — | |||
| 131 | $NSTR | NorthStar Earth & Space Enterprises, Inc. | Financials | $1.3M | 0.3% | 126K | -75% | |||
| 132 | — | AVERIN CAP ACQUISITION CORP - UNIT 01/30/2031 | — | $1.3M | 0.3% | 126K | — | |||
| 133 | — | ARMADA ACQUISITION CORP III - UNIT 02/13/2031 | — | $1.3M | 0.3% | 121K | -3% | |||
| 134 | $BRKH | Burtech Acquisition Corp II | Financials | $1.3M | 0.3% | 125K | New | |||
| 135 | — | XFLH CAP CORP - UNIT 99/99/9999 | — | $1.3M | 0.3% | 125K | -0.1% | |||
| 136 | — | NEWHOLD INVTS CORP IV - UNIT 04/14/2031 | — | $1.2M | 0.3% | 118K | New | |||
| 137 | $KRSP | Rice Acquisition Corp 3 | Financials | $1.2M | 0.2% | 111K | +295% | |||
| 138 | $FCRS | FutureCrest Acquisition Corp. | Financials | $1.2M | 0.2% | 114K | — | |||
| 139 | — | LAFAYETTE DIGITAL ACQUISITIO - UNIT 12/23/2030 | — | $1.2M | 0.2% | 114K | — | |||
| 140 | — | FUTURECORP SPACE ACQUISITION - UNIT 99/99/9999 | — | $1.2M | 0.2% | 115K | New | |||
| 141 | $BLUW | Blue Water Acquisition Corp. III | Financials | $1.1M | 0.2% | 110K | — | |||
| 142 | $PACH | Pioneer Acquisition I Corp | Financials | $1.1M | 0.2% | 107K | — | |||
| 143 | — | CAMBRIDGE ACQUISITION CORP - UNIT 01/30/2031 | — | $1.1M | 0.2% | 105K | — | |||
| 144 | $CCAQ | COLLECTIVE ACQUISITION CORP. | Financials | $1.0M | 0.2% | 100K | — | |||
| 145 | $DAAQ | Digital Asset Acquisition Corp. | Financials | $1.0M | 0.2% | 100K | — | |||
| 146 | — | MESHFLOW ACQUISITION CORP - USD CL A ORD SHS | — | $1.0M | 0.2% | 104K | -1% | |||
| 147 | — | TRG LATIN AMER ACQUIS CORP - UNIT 02/20/2031 | — | $1.0M | 0.2% | 100K | — | |||
| 148 | $MCGA | Yorkville Acquisition Corp. | Financials | $1.0M | 0.2% | 100K | — | |||
| 149 | $FXAC | FortuneX Acquisition Corp | Financials | $1.0M | 0.2% | 100K | New | |||
| 150 | $FWAC | Futurewave Acquisition Corp | Financials | $1.0M | 0.2% | 100K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 114 new, 46 added to, 49 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (114)
- CHURCHILL CAP CORP XII - CL A ORD SHS$11.1M
first bought this quarter
- ACP HOLDINGS ACQUISITION COR - UNIT 03/30/2031$9.0M
first bought this quarter
first bought this quarter
- CHURCHILL CAP CORP XI - CL A ORD SHS$4.3M
first bought this quarter
$GHXIGores Holdings XI, Inc.$3.8M
first bought this quarter
- OCEAN CAP ACQUISITION CORP - UNIT 99/99/9999$3.3M
first bought this quarter
+108 more in the Excel export
Added to (46)
- QDRO ACQUISITION CORP - UNIT 01/28/2031+25%
now $5.0M
$KRSPRice Acquisition Corp 3+295%
now $1.2M · held 2+ qtrs
$GSRFGSR IV Acquisition Corp.+38%
now $3.1M · held 2+ qtrs
now $5.0M · held 2+ qtrs
- INFINITE EAGLE ACQUISITION C - CL A+396%
now $634K
$FACFactorial Energy Inc.+757%
now $308K · held 2+ qtrs
+40 more in the Excel export
Trimmed (49)
$NSTRNorthStar Earth & Space Enterprises, Inc.-75%
now $1.3M · held 2+ qtrs
$TACOBerto Acquisition Corp.-44%
now $2.8M · held 2+ qtrs
$IPCXInflection Point Acquisition Corp. III-73%
now $589K · held 2+ qtrs
- SILICON VY ACQUISITION CORP - CL A-29%
now $3.1M
$BCSSBain Capital GSS Investment Corp.-15%
now $4.1M · held 2+ qtrs
- BLUE ACQUISITION CORP. - ORD SHS CL A-11%
now $4.1M
+43 more in the Excel export
Holdings by quarter
Every 13F Lineage Point Capital LP has filed, 2 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter
Top 10 weight
18%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
No scored companies among its largest positions.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Lineage Point Capital LP disclosed 371 positions worth $487.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 114 new positions and exited 20. The portfolio is most concentrated in Other (51.4% of disclosed assets). All figures are sourced directly from Lineage Point Capital LP’s Form 13F-HR filing with the SEC under CIK 2093311.
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AI-Powered Hedge Fund Analysis: Lineage Point Capital LP
13F Pro is an AI hedge fund tracker and stock research platform. For Lineage Point Capital LP (SEC CIK: 2093311), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Lineage Point Capital LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.