Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sycale Advisors (NY) LLC (CIK 1811522) reported $200.5M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ICE ($27.3M, 13.63%), SPOT ($20.7M, 10.33%), MSFT ($19.9M, 9.94%), CAE ($19.9M, 9.91%), TKO ($16.3M, 8.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ICE | INTERCONTINENTAL EXCHANGE IN | $27.3M | 13.63% | 173,783 | Added |
| 2 | SPOT | SPOTIFY TECHNOLOGY S A | $20.7M | 10.33% | 42,731 | Added |
| 3 | MSFT | MICROSOFT CORP | $19.9M | 9.94% | 53,824 | Trimmed |
| 4 | CAE | CAE INC | $19.9M | 9.91% | 762,707 | Trimmed |
| 5 | TKO | TKO GROUP HOLDINGS INC | $16.3M | 8.11% | 80,622 | Trimmed |
| 6 | APG | API GROUP CORP | $14.9M | 7.44% | 368,139 | Trimmed |
| 7 | MELI | MERCADOLIBRE INC | $13.7M | 6.83% | 7,921 | Added |
| 8 | NFLX | NETFLIX INC. | $13.3M | 6.64% | 138,373 | New |
| 9 | NNI | NELNET INC | $13.0M | 6.46% | 100,479 | Trimmed |
| 10 | QXO | QXO INC | $12.2M | 6.06% | 625,757 | Added |
| 11 | GENI | GENIUS SPORTS LIMITED | $9.0M | 4.50% | 2.0M | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $7.3M | 3.63% | 49,827 | New |
| 13 | NCMI | NATIONAL CINEMEDIA INC | $4.4M | 2.21% | 1.5M | Trimmed |
| 14 | GPRK | GEOPARK LTD | $3.2M | 1.61% | 339,158 | New |
| 15 | FERG | FERGUSON ENTERPRISES INC | $2.3M | 1.16% | 9,990 | New |
| 16 | W | WAYFAIR INC | $1.8M | 0.90% | 1.3M | Trimmed |
| 17 | BUR | BURFORD CAPITAL LIMITED | $926,148 | 0.46% | 204,900 | Trimmed |
| 18 | W | WAYFAIR INC | $370,936 | 0.18% | 4,932 | New |
| 19 | GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | Exited |
| 20 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 21 | VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | Exited |
| 22 | FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31