Wolfswood Holdings, LLC

Portfolio Overview

Wolfswood Holdings, LLC disclosed 5 positions worth $4.4M in its Form 13F-HR for Q2 2026, led by $AVEX (AEVEX Corp.) at 47.9% of the equity portfolio, followed by $CPNG and $CHYM. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $AVEX. The portfolio is most concentrated in Industrials (47.9% of disclosed assets). All figures are sourced directly from Wolfswood Holdings, LLC’s Form 13F-HR filing with the SEC under CIK 1835700.

• 

  AEVEX Corp.

  $AVEX

  —

  Quality

  $2.1M100,000 sh
• 

  Coupang, Inc.

  $CPNG

  50.3#1,572

  Quality

  $1.7M100,000 sh
• 

  Chime Financial, Inc.

  $CHYM

  53.2#1,371

  Quality

  $512.0K25,000 sh
• 

  Renatus Tactical Acquisition Corp I

  $RTAC

  —

  Quality

  $19.0K25,000 sh
• 

  Aurora Innovation, Inc.

  $AUR

  11.8

  Quality

  $4.0K12,500 sh

Company	Quality	Value	Shares
AEVEX Corp.$AVEX	—	$2.1M	100,000
Coupang, Inc.$CPNG	50.3#1,572	$1.7M	100,000
Chime Financial, Inc.$CHYM	53.2#1,371	$512.0K	25,000
Renatus Tactical Acquisition Corp I$RTAC	—	$19.0K	25,000
Aurora Innovation, Inc.$AUR	11.8	$4.0K	12,500

Showing top 5 of 5 holdings.

Full Holdings — Wolfswood Holdings, LLC (Q2 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AVEX	AEVEX Corp.	$2.1M	47.9%	NEW	—
2	$CPNG	Coupang, Inc.	$1.7M	39.8%	-20%	50.3
3	$CHYM	Chime Financial, Inc.	$512,000	11.7%	+0%	53.2
4	$RTAC	Renatus Tactical Acquisition Corp I	$19,000	0.4%	+0%	—
5	$AUR	Aurora Innovation, Inc.	$4,001	0.1%	+0%	11.8