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Yorkville Advisors Global, LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1838613) · Explore on the interactive board

Yorkville Advisors Global, LP disclosed 34 US equity positions worth $86.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 6, 2026). Its largest position is Boost Run Inc. at 26.2% of the reported book, followed by DJT, Texas Ventures Acquisition III Corp.. The top ten holdings are 86.1% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 19 new positions, added to 1, reduced 5 and exited 23. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$86.2mreported US equity book
34positions
26.2%largest position
86.1%top 10 weight
6.93effective positions (1/HHI)
2quarters on file since Q1 2026

What does Yorkville Advisors Global, LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 19 new, 1 added, 5 reduced, 23 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 Boost Run Inc. 26.2%$22.6m582,367 new
2 DJT Trump Media & Technology Group Corp. 20.4%$17.6m2,276,344 -69% reduced
3 Texas Ventures Acquisition III Corp. 12.8%$11.1m1,050,000 0% held
4 TMC TMC Metals Royalty Company Inc. 10.8%$9.3m1,303,900 new
5 STEX Streamex Corp. 3.7%$3.2m3,750,000 0% held
6 Aurelion Inc. 3.6%$3.1m1,485,000 -40% reduced
7 GPRO GoPro Inc. Technology 2.6%$2.2m2,887,253 new
8 Procap Acquisition Corp. 2.2%$1.9m1,250,000 0% held
9 Avax One Technology Ltd. 2.1%$1.8m353,107 new
10 Triller Group Inc. 1.5%$1.3m480,426 new
11 New America Acquisition I Corp. 1.2%$1.0m100,000 new
12 Beneficient 1.2%$1.0m280,631 new
13 Optimi Health Corp 1.2%$1.0m199,000 new
14 Nakamoto Inc 1.1%$918.4k232,500 new
15 SKYH Sky Harbour Group Corporation 1.0%$885.6k90,000 0% held
16 Kyivstar Group Ltd 1.0%$881.0k54,483 0% held
17 IMSR Terrestrial Energy Inc. 1.0%$863.8k122,000 0% held
18 Hadron Energy Inc. 1.0%$827.4k407,608 new
19 Vertical Aerospace Ltd 0.7%$581.9k334,448 new
20 Terrestrial Energy Inc. 0.6%$515.4k152,499 new
21 Solana Co. 0.6%$495.0k300,000 -72% reduced
22 SLNH Soluna Holdings Inc. 0.5%$453.6k335,976 0% held
23 GigCapital9 Corp. 0.5%$442.1k43,301 new
24 TONX Ton Strategy Co 0.5%$408.0k160,000 -73% reduced
25 SPWR SunPower Inc. 0.4%$378.5k551,000 new
26 Sono Group N.V. 0.4%$304.5k70,001 0% held
27 Happy City Holdings Limited 0.3%$286.7k72,401 new
28 Nomader Corp. 0.2%$137.2k36,582 14% added
29 TransCode Therapeutics, Inc. 0.1%$122.0k19,639 new
30 PRF Technologies Ltd. 0.1%$111.9k81,103 new
31 RedHill BioPharma Ltd. 0.1%$106.7k122,131 -65% reduced
32 Nexentis Technologies Inc. 0.1%$70.7k16,409 new
33 Greenlane Holdings Inc. 0.1%$60.5k25,000 new
34 Neurosense Therapeutics Ltd. 0.1%$56.2k78,000 0% held

What did Yorkville Advisors Global, LP sell? Positions exited since the previous filing

StockPrior weightPrior value
Service Properties Trust56.9%$28.3m
Alti Global, Inc.5.6%$2.8m
Avax One Technology Ltd.5.1%$2.5m
GTX Garrett Motion Inc.4.6%$2.3m
Willow Lane Acquisition Corp.4.3%$2.1m
JBGS JBG SMITH Properties4.2%$2.1m
Nakamoto Inc.4.1%$2.1m
OSUR OraSure Technologies Inc.3.8%$1.9m
UMAC Unusual Machines Inc.3.4%$1.7m
New America Acquisition I Corp.2.1%$1.0m
Inspira Technologies Oxy BHN Ltd.1.8%$883.3k
GigCapital9 Corp.0.9%$433.4k
Empery Digital Inc.0.8%$423.0k
ABTC American Bitcoin Corp.0.7%$369.4k
Sequans Communications SA0.5%$253.0k
Viewbix Inc.0.4%$199.0k
TRIB Trinity Biotech PLC0.2%$122.0k
Greenlane Holdings Inc.0.1%$74.0k
Jupiter Neurosciences Inc.0.1%$48.5k
Eshallgo Inc.0.1%$47.4k
ORBS Eightco Holdings Inc.0.1%$27.4k
Icon Energy Corp.0.0%$24.5k
Nexentis Technologies0.0%$10.8k

Sector mix

SectorWeight
Technology2.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202634$86.2m
Q1 202638$147.0m

How concentrated is Yorkville Advisors Global, LP's portfolio?

Across every quarter Yorkville Advisors Global, LP has filed, its median largest position is 36.1% of the book and its median top-ten weight is 86.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 23.0 completed holding spells, the median lasted 1.0 quarters; 34.0 positions are still open and their final length is unknown.