1y return+3.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $120 against $133 in the S&P 500.2
Radcliffe Capital Management, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Ares Acquisition Corp IIICUSIP G3303U112 | $14.0M | 1.4% | New |
| Berto Acquisition Corp IICUSIP G1051M126 | $13.2M | 1.3% | New |
| D Boral Acquisition I CorpCUSIP G2616T101 | $12.7M | 1.3% | |
| Eqv Ventures Ac Corp. IICUSIP G3106Q102 | $9.3M | 0.9% | |
| Ch4 Natural Solutions CorpCUSIP G2104X127 | $8.0M | 0.8% | New |
| Meshflow Acquisition CorpCUSIP G6032N101 | $7.8M | 0.8% | |
| Wen Acquisition CorpCUSIP G9R39C103 | $7.6M | 0.8% | |
| Aldabra 4 Lqdty Opp Veh IncCUSIP G01900102 | $7.5M | 0.8% | |
| Hcm III Acquisition CorpCUSIP G4365E103 | $7.2M | 0.7% | |
| Evolution Global AcquisitionCUSIP G3226F101 | $7.2M | 0.7% | |
| Siddhi Acquisition CorpCUSIP G8118C124 | $7.2M | 0.7% | |
| Jackson Acquisition Co IICUSIP G4992A110 | $7.2M | 0.7% | |
| Artius II Acquisition IncCUSIP G0509J115 | $7.1M | 0.7% | |
| Cslm Digita Asset Acq Corp ICUSIP G2584S101 | $7.1M | 0.7% | |
| K&f Growth Acquisition CorpCUSIP G52258111 | $7.1M | 0.7% | |
| New Providence Acquisition CCUSIP G6476A102 | $6.9M | 0.7% | |
| Gores Hldgs X IncCUSIP G4002F109 | $6.9M | 0.7% | |
| Soulpower Acquisition CorpCUSIP G82745103 | $6.8M | 0.7% | |
| Apex Treas CorpCUSIP G04104108 | $6.8M | 0.7% | |
| Alussa Energy Acquisit CorpCUSIP G0233J100 | $6.8M | 0.7% | |
| M3-brigade Acquisition Vi CoCUSIP G63221108 | $6.8M | 0.7% | +4.7% |
| Trailblazer Acquisition CorpCUSIP G9009S103 | $6.7M | 0.7% | +3.5% |
| Btc Dev CorpCUSIP G0701G109 | $6.6M | 0.7% | |
| Gigcapital8 CorpCUSIP G3864J100 | $6.5M | 0.7% | |
| Titan Acquisition CorpCUSIP G8901A103 | $6.5M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Artius II Acquisition IncCUSIP G0509J115 | June 30, 2025 | +3.7% | $7.1M |
| K&f Growth Acquisition CorpCUSIP G52258111 | June 30, 2025 | +3.6% | $7.1M |
| Jackson Acquisition Co IICUSIP G4992A110 | June 30, 2025 | +3.3% | $7.2M |
| Titan Acquisition CorpCUSIP G8901A103 | June 30, 2025 | +3.3% | $6.5M |
| Soulpower Acquisition CorpCUSIP G82745103 | June 30, 2025 | +3.1% | $6.8M |
| Pioneer Acquisition I CorpCUSIP G7117W107 | September 30, 2025 | +2.9% | $6.4M |
| Siddhi Acquisition CorpCUSIP G8118C124 | June 30, 2025 | +2.9% | $7.2M |
| Oxley Bridge Acq LtdCUSIP G6858G107 | September 30, 2025 | +2.8% | $6.4M |
| Oyster Enterprises II AcquisCUSIP G6861F104 | September 30, 2025 | +2.7% | $6.4M |
| Eqv Ventures Ac Corp. IICUSIP G3106Q102 | September 30, 2025 | +2.3% | $9.3M |
Sold off last quarter
- GP-Act III Acquisition CorpCUSIP G4035N103 was $6.8M
- Live Oak Acquisition Corp VCUSIP G5509P102 was $6.1M
- Cartesian Growth Corporation IIICUSIP G19307100 was $6.1M
- ClearThink 1 Acquisition CorpCUSIP G2294A127 was $6.1M
- TRG Latin America Acquisitions CorpCUSIP G9037S125 was $6.0M
- SIM Acquisition Corp ICUSIP G8431T101 was $5.8M
- Drugs Made In America Acquisition CorpCUSIP G2847J104 was $5.7M
- Centurion Acquisition CorpCUSIP G20315100 was $5.4M
- Illumination Acquisition Corp ICUSIP G470AU126 was $5.0M
- Melar Acquisition Corp ICUSIP G6004G100 was $4.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.7% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +0.6% | +7.8% |
| June 30, 2025 | +15.6% | +10.5% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +0.6% | +5.4% |
| June 30, 2024 | −1.8% | +4.0% |
| March 31, 2024 | −0.3% | +10.0% |
| September 30, 2023 | +1.0% | −3.6% |
| June 30, 2023 | +1.1% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Radcliffe Capital Management, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1218275&type=13F-HR&dateb=&owner=include&count=40CIK 1218275
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1218275/000142050626001707/Filed August 14, 2026 · accession 0001420506-26-001707