Mint Tower Capital Management B.V.

CIK

1666606

Location

AMSTERDAM, P7

Portfolio Value

Small $420,305,560

Diversification

Diversified

Filing Date

Global Rank

#2,862 / 8,603 ▲ 1057 · as of Mar 2026

Top Industry

Shell Companies 67.4%

3Y Alpha vs SPY

-18.7%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-19.9%

SPY

+76.5%

Annualised alpha

-28.0%

Max drawdown

−34.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

152 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.0%

+1.9 pts

Top 5

23.8%

+0.1 pts

Top 10

33.0%

−1.9 pts

HHI

237

Diversified+0

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	60.6%	$254,599,942	107
Unclassified	15.9%	$66,915,178	5
Technology	6.6%	$27,631,194	6
Industrials	5.4%	$22,650,582	8
Healthcare	4.0%	$16,992,146	9
Consumer Cyclical	3.4%	$14,384,314	4
Utilities	2.4%	$10,021,445	3
Consumer Defensive	0.7%	$2,920,420	3
Communication Services	0.6%	$2,393,736	3
Real Estate	0.4%	$1,598,666	1
Basic Materials	0.0%	$182,577	2
Energy	0.0%	$15,360	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+954,500	1,205,900	$46,330,678
TXNM	Txnm Energy Inc	+75,000	110,000	$6,430,600
NWE	NorthWestern Energy Group, Inc.	+50,000	52,422	$3,456,706
UBER	Uber Technologies, Inc	+47,450	316,810	$22,788,143
QRVO	Qorvo, Inc.	+15,000	25,000	$1,935,000
HOLX	HOLOGIC INC	+13,400	38,400	$2,902,656
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
VALE	Vale S.A.	−604,900	9,900	$157,509
SVAC	Spring Valley Acquisition Corp. III	−99,102	350,898	$3,565,123
WTRG	Essential Utilities, Inc.	−80,000	3,331	$134,139
AXTA	Axalta Coating Systems Ltd.	−76,595	905	$25,068
KVUE	Kenvue Inc.	−40,000	110,000	$1,896,400
BHF	Brighthouse Financial, Inc.	−3,000	25,000	$1,497,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BALL	BALL Corp	189,700	$11,213,167
ZKP	Lafayette Digital Acquisition Corp. I	1,000,000	$9,860,000
ARTC	Art Technology Acquisition Corp.	1,000,000	$9,810,000
SVAQ	Silicon Valley Acquisition Corp.	850,000	$8,406,500
PEN	Penumbra Inc	25,500	$8,373,435
WBS	Webster Financial Corp	104,764	$7,272,716
GTLS	Chart Industries Inc	32,560	$6,731,780
BLRK	Bluerock Acquisition Corp.	650,000	$6,435,000
GIX	GigCapital9 Corp.	567,910	$5,582,555
AL	SUMISHO AIR LEASE CORP	73,401	$4,766,660
JHG	Janus Henderson Group Ltd.	73,750	$3,788,537
CLBR	Colombier Acquisition Corp. III	300,000	$3,018,000
GPAC	General Purpose Acquisition Corp.	300,000	$2,973,000
ITHA	ITHAX Acquisition Corp III	300,000	$2,970,000
ADAC	American Drive Acquisition Co	300,000	$2,970,000
LPCV	Launchpad Cadenza Acquisition Corp I	300,000	$2,970,000
MEVO	M Evo Global Acquisition Corp II	300,000	$2,955,000
HCIC	Hennessy Capital Investment Corp. VIII	300,000	$2,949,000
SEE	SEALED AIR CORP/DE	60,000	$2,523,000
CRAN	Crane Harbor Acquisition Corp. II	250,000	$2,477,500
MESH	Meshflow Acquisition Corp	250,000	$2,472,500
IRHO	Iron Horse Acquisition II Corp.	250,000	$2,465,000
MLAA	Mountain Lake Acquisition Corp. II	250,000	$2,462,500
PTOR	Praetorian Acquisition Corp.	250,000	$2,450,000
BIII	Black Spade Acquisition III Co	225,000	$2,214,000
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CUK	CARNIVAL PLC	93,690	$2,841,617
ENB	Enbridge Inc	42,000	$2,008,860
TYL	Tyler Technologies Inc	3,500	$1,588,825
PELI	Pelican Acquisition Corp	150,000	$1,522,650
D	Dominion Energy, Inc	24,000	$1,406,160
OBTC	Osprey Bitcoin Trust	48,176	$1,356,828
IMXI	International Money Express, Inc.	40,000	$614,400
AIIO	Robo.Ai Inc.	24,804	$151,304
VACH	Voyager Acquisition Corp./Cayman Islands	700	$7,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

152 positions · $420,305,560 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 152 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBIT	iShares Bitcoin Trust ETF	Added	1,205,900	+954,500	$46,330,678	+271.2%	11.02%
UBER	Uber Technologies, Inc Technology	Added	316,810	+47,450	$22,788,143	+3.5%	5.42%
BALL	BALL Corp Consumer Cyclical	NEW	189,700	NEW	$11,213,167	NEW	2.67%
ZKP	Lafayette Digital Acquisition Corp. I Financial Services	NEW	1,000,000	NEW	$9,860,000	NEW	2.35%
ARTC	Art Technology Acquisition Corp.	NEW	1,000,000	NEW	$9,810,000	NEW	2.33%
SVAQ	Silicon Valley Acquisition Corp. Financial Services	NEW	850,000	NEW	$8,406,500	NEW	2.00%
PEN	Penumbra Inc Healthcare	NEW	25,500	NEW	$8,373,435	NEW	1.99%
HCMA	Hcm III Acquisition Corp. Financial Services	Held	750,000	0	$7,560,000	+0.4%	1.80%
WBS	Webster Financial Corp Financial Services	NEW	104,764	NEW	$7,272,716	NEW	1.73%
NHIC	NewHold Investment Corp. III	Held	700,000	0	$7,259,000	+0.0%	1.73%
JACS	Jackson Acquisition Co II Financial Services	Held	650,000	0	$6,883,500	+1.6%	1.64%
GTLS	Chart Industries Inc Industrials	NEW	32,560	NEW	$6,731,780	NEW	1.60%
BLRK	Bluerock Acquisition Corp. Financial Services	NEW	650,000	NEW	$6,435,000	NEW	1.53%
TXNM	Txnm Energy Inc Utilities	Added	110,000	+75,000	$6,430,600	+212.0%	1.53%
GIX	GigCapital9 Corp. Financial Services	NEW	567,910	NEW	$5,582,555	NEW	1.33%
TACH	Titan Acquisition Corp. Financial Services	Held	509,497	0	$5,242,724	+0.4%	1.25%
SPEG	Silver Pegasus Acquisition Corp. Financial Services	Held	508,681	0	$5,178,372	+1.1%	1.23%
CAEP	Cantor Equity Partners III, Inc. Financial Services	Held	500,000	0	$5,155,000	+1.1%	1.23%
NPAC	New Providence Acquisition Corp. III/Cayman Financial Services	Held	500,000	0	$5,130,000	0.0%	1.22%
MBVI	M3-Brigade Acquisition VI Corp. Financial Services	Held	500,000	0	$5,025,000	+0.5%	1.20%
EMIS	Emmis Acquisition Corp. Financial Services	Held	500,000	0	$5,025,000	+1.0%	1.20%
NSC	Norfolk Southern Corp Industrials	Held	17,000	0	$4,879,000	−0.6%	1.16%
AL	SUMISHO AIR LEASE CORP Industrials	NEW	73,401	NEW	$4,766,660	NEW	1.13%
IPCX	Inflection Point Acquisition Corp. III Financial Services	Held	450,000	0	$4,596,750	+0.7%	1.09%
TLNC	Talon Capital Corp. Financial Services	Held	450,000	0	$4,590,000	+0.9%	1.09%
LAFA	LaFayette Acquisition Corp. Financial Services	Held	450,000	0	$4,486,500	+0.7%	1.07%
TACO	Berto Acquisition Corp. Financial Services	Held	410,668	0	$4,209,347	+1.1%	1.00%
CCII	Cohen Circle Acquisition Corp. II Financial Services	Held	400,000	0	$4,088,000	−0.2%	0.97%
GIW	GigCapital8 Corp. Financial Services	Held	400,000	0	$3,988,000	+0.8%	0.95%
JHG	Janus Henderson Group Ltd. Financial Services	NEW	73,750	NEW	$3,788,537	NEW	0.90%
SVAC	Spring Valley Acquisition Corp. III Financial Services	Reduced	350,898	-99,102	$3,565,123	−21.9%	0.85%
NWE	NorthWestern Energy Group, Inc. Utilities	Added	52,422	+50,000	$3,456,706	+2111.4%	0.82%
ATII	Archimedes Tech SPAC Partners II Co. Financial Services	Held	300,000	0	$3,123,000	+0.5%	0.74%
FERA	Fifth Era Acquisition Corp I Financial Services	Held	300,000	0	$3,090,000	+0.1%	0.74%
CLBR	Colombier Acquisition Corp. III Financial Services	NEW	300,000	NEW	$3,018,000	NEW	0.72%
GPAC	General Purpose Acquisition Corp. Financial Services	NEW	300,000	NEW	$2,973,000	NEW	0.71%
LPCV	Launchpad Cadenza Acquisition Corp I Financial Services	NEW	300,000	NEW	$2,970,000	NEW	0.71%
ADAC	American Drive Acquisition Co Financial Services	NEW	300,000	NEW	$2,970,000	NEW	0.71%
ITHA	ITHAX Acquisition Corp III Financial Services	NEW	300,000	NEW	$2,970,000	NEW	0.71%
MEVO	M Evo Global Acquisition Corp II Financial Services	NEW	300,000	NEW	$2,955,000	NEW	0.70%
HCIC	Hennessy Capital Investment Corp. VIII Financial Services	NEW	300,000	NEW	$2,949,000	NEW	0.70%
HOLX	HOLOGIC INC Healthcare	Added	38,400	+13,400	$2,902,656	+55.9%	0.69%
GSHR	Gesher Acquisition Corp. II Financial Services	Held	250,000	0	$2,590,000	+0.9%	0.62%
XRPN	Armada Acquisition Corp. II Financial Services	Held	250,000	0	$2,577,500	+0.7%	0.61%
FAC	Factorial Energy Inc. Industrials	Held	250,000	0	$2,563,750	−0.4%	0.61%
CEPF	Cantor Equity Partners IV, Inc. Financial Services	Held	250,000	0	$2,547,500	−0.9%	0.61%
CRAQ	Cal Redwood Acquisition Corp. Financial Services	Held	250,000	0	$2,537,500	+0.1%	0.60%
SEE	SEALED AIR CORP/DE Consumer Cyclical	NEW	60,000	NEW	$2,523,000	NEW	0.60%
RNGT	Range Capital Acquisition Corp II Financial Services	Held	250,000	0	$2,500,000	+0.2%	0.59%
DMII	Drugs Made In America Acquisition II Corp. Financial Services	Held	250,000	0	$2,492,500	+0.7%	0.59%