Taal Capital Management LP

data from 30/06/2021

Capitalization

$ 122.165 M 0.31 %

Average holding period

2 ans

Performance

$ 37.718 M 38.88 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Taal Capital Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/06/30 PCG PG&E CORP 11.65% 14.238 M $ 1400000 2020/03/31 -2.926 M $ -13.15 %
2021/06/30 ALXN ALEXION PHARMACEUTICALS INC 7.52% 9.186 M $ 50000 2021/06/30 0.000 $ 0.00 %
2021/06/30 STARBOARD VALUE ACQUISITN CO 7.01% 8.561 M $ 20000 2021/03/31 418.050 K $ 4 180.50 %
2021/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 6.83% 8.338 M $ 30000 2020/03/31 1.661 M $ 8.79 %
2021/06/30 TMUS T MOBILE US INC 6.52% 7.966 M $ 55000 2020/06/30 1.172 M $ 15.60 %
2021/06/30 DISCK DISCOVERY INC 6.40% 7.822 M $ 269900 2021/03/31 -1.582 M $ -21.44 %
2021/06/30 V VISA INC 5.74% 7.015 M $ 30000 2020/06/30 662.700 K $ 10.43 %
2021/06/30 JPM JPMORGAN CHASE & CO 5.73% 6.999 M $ 45000 2020/03/31 148.950 K $ 2.17 %
2021/06/30 MSFT MICROSOFT CORP 5.54% 6.773 M $ 25000 2020/03/31 878.249 K $ 14.90 %
2021/06/30 DISH DISH NETWORK CORPORATION 5.47% 6.688 M $ 160000 2020/03/31 1.008 M $ 15.47 %
2021/06/30 LNG CHENIERE ENERGY INC 4.62% 5.638 M $ 65000 2020/03/31 1.031 M $ 20.45 %
2021/06/30 SOLARWINDS CORP 4.29% 5.236 M $ 310000 2021/03/31 -151.250 K $ -3.15 %
2021/06/30 TJX TJX COS INC NEW 4.14% 5.057 M $ 75000 2020/03/31 95.249 K $ 1.92 %
2021/06/30 PSTH PERSHING SQUARE TONTINE HLDG 3.26% 3.983 M $ 175000 2021/06/30 0.000 $ 0.00 %
2021/06/30 NKE NIKE INC 3.16% 3.862 M $ 25000 2020/03/31 864.000 K $ 16.25 %
2021/06/30 GOOGL ALPHABET INC 3.00% 3.663 M $ 1500 2021/06/30 0.000 $ 0.00 %
2021/06/30 NWS NEWS CORP NEW 2.79% 3.404 M $ 139800 2021/06/30 0.000 $ 0.00 %
2021/06/30 FISV FISERV INC 2.06% 2.520 M $ 23580 2021/03/31 -303.750 K $ -10.21 %
2021/06/30 JBLU JETBLUE AWYS CORP 2.06% 2.517 M $ 150000 2020/12/31 -533.999 K $ -17.50 %
2021/06/30 NEXTGEN ACQUISITION CORP II 0.80% 974.000 K $ 90000 2021/03/31 138.000 K $ 9.29 %
2021/06/30 OCCIDENTAL PETE CORP 0.34% 417.000 K $ 30000 2020/12/31 118.800 K $ 16.62 %
2021/06/30 ALTIMAR ACQUISITION CORP III 0.21% 253.000 K $ 25000 2021/03/31 2.999 K $ 1.20 %
2021/06/30 ISOS ACQUISITION CORPORATION 0.08% 102.000 K $ 10000 2021/03/31 1.999 K $ 2.00 %
2021/06/30 MSDAU MSD ACQUISITION CORP 0.08% 101.000 K $ 10000 2021/03/31 -500.000 $ -0.49 %
2021/06/30 FRSGU FIRST RESERVE SUSTAINABLE GW 0.08% 100.000 K $ 10000 2021/03/31 -99.000 $ -0.10 %
2021/06/30 PERIDOT ACQUISITION CORP II 0.08% 100.000 K $ 10000 2021/03/31 999.000 $ 1.01 %
2021/06/30 FREEDOM ACQUISITION I CORP 0.08% 100.000 K $ 10000 2021/03/31 0.000 $ 0.00 %
2021/06/30 LEGAU LEAD EDGE GROWTH OPRTUNTS LT 0.08% 100.000 K $ 10000 2021/03/31 299.000 $ 0.30 %
2021/06/30 HUDSON EXECUTIVE INVES III 0.08% 100.000 K $ 10000 2021/03/31 999.000 $ 1.01 %
2021/06/30 SUPERNOVA PARTNERS ACQUISTN 0.08% 100.000 K $ 10000 2021/03/31 0.000 $ 0.00 %
2021/06/30 KVSC KHOSLA VENTURES ACQUT CO III 0.08% 99.000 K $ 10000 2021/03/31 -900.000 $ -0.90 %
2021/06/30 GORES TECHNOLOGY PARTNERS II 0.04% 52.000 K $ 5000 2021/03/31 2.000 K $ 4.00 %
2021/06/30 WALDENCAST ACQUISITION CORP 0.04% 51.000 K $ 5000 2021/03/31 999.000 $ 2.00 %
2021/06/30 VIRGIN GROUP ACQUISIT CORP I 0.04% 50.000 K $ 5000 2021/03/31 0.000 $ 0.00 %
2021/06/30 TME TENCENT MUSIC ENTMT GROUP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 FE FIRSTENERGY CORP 0.00% 0.000 $ 0 2020/09/30 0.000 $ 0.00 %
2021/06/30 FORUM MERGER III CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 NEBULA CARAVEL ACQUISITION C 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 AUSTERLITZ ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 FOLEY TRASIMENE ACQUISTN COR 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 VIAC VIACOMCBS INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 TWND TAILWIND ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 FG NEW AMER ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 HUDSON EXECUTIVE INVT CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 SANDBRIDGE ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 AUSTERLITZ ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 ACIES ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 ATVI ACTIVISION BLIZZARD INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2021/06/30 BIDU BAIDU INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2021/06/30 FUSION ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %