ARISTEIA CAPITAL LLC

SEC CIK
0001080171

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
786
+93 vs. Q1 2026
Total value
$6.36B
+$2.01B (+46.0%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ARISTEIA CAPITAL LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SMSM ENERGY COMPANYCOM13,000,649$339.32M5.33%+2,158,803+19.9%AddedView
SUPER MICRO COMPUTER INC86800UAB0NOTE 3.500% 3/0–$298.26M4.69%–––
STRATEGY INC594972AS0NOTE 12/0–$290M4.56%–––
PPLIPEOPLE INCCOM NEW6,101,439$281.64M4.43%+192,602+3.3%AddedView
EVRGEVERGY INCNOTE 4.500%12/1–$249.14M3.92%––View
HEI.AHEICO CORP NEWCL A783,595$202.1M3.18%+203,208+35.0%AddedView
AKAMAKAMAI TECHNOLOGIES INCNOTE 0.250% 5/1–$192.53M3.03%–NewView
GHGUARDANT HEALTH INCDEBT 1.250% 2/1–$178.93M2.81%––View
SMCIPSUPER MICRO COMPUTER INC7 DEP CM SR A WI3,220,000$165.97M2.61%+3,220,000NewView
DASHDOORDASH INCNOTE 5/1–$161.96M2.55%–NewView
FEFIRSTENERGY CORPNOTE 3.625% 1/1–$161.73M2.54%–NewView
SUPER MICRO COMPUTER INC86800UAD6NOTE 2.250% 7/1–$130.37M2.05%–––
STRATEGY INC594972AU5NOTE 3/0–$129.84M2.04%–––
SUPER MICRO COMPUTER INC86800UAF1NOTE 6/1–$124.9M1.96%–New–
CORZWCORE SCIENTIFIC INC NEW*W EXP 01/23/2025,885,331$110.67M1.74%+574,532+10.8%AddedView
NETCLOUDFLARE INCNOTE 6/1–$110.25M1.73%–NewView
GHGUARDANT HEALTH INCNOTE 11/1–$99.31M1.56%––View
MARAMARA HOLDINGS INCNOTE 6/0–$85.61M1.35%––View
TDOCTELADOC HEALTH INCNOTE 1.250% 6/0–$75.37M1.18%–NewView
DKNGDRAFTKINGS INC NEWNOTE 3/1–$71.01M1.12%–NewView
UBERUBER TECHNOLOGIES INCNOTE 5/1–$68.72M1.08%–NewView
LIBERTY BROADBAND CORP530307305COM SER C1,893,185$62.97M0.99%00.0%Unchanged–
COINCOINBASE GLOBAL INCNOTE 0.250% 4/0–$60.98M0.96%–NewView
BLOCK INC852234AK9NOTE 0.250%11/0–$58.82M0.92%–––
BATRKATLANTA BRAVES HLDGS INCCOM SER C1,043,791$54.17M0.85%−1,009,887−49.2%ReducedView
ENPHENPHASE ENERGY INCNOTE 3/0–$53.83M0.85%––View
BBIOBRIDGEBIO PHARMA INCNOTE 2.500% 3/1–$53.45M0.84%––View
ALIBABA GROUP HLDG LTD01609WBG6NOTE 0.500% 6/0–$52.63M0.83%–––
AFFIRM HLDGS INC00827BAB2NOTE 11/1–$52.02M0.82%–––
MARAMARA HOLDINGS INCNOTE 3/0–$48.86M0.77%––View
TDSTELEPHONE & DATA SYS INCCOM NEW1,165,593$43.14M0.68%+565,593+94.3%AddedView
LIBERTY BROADBAND CORP530307107COM SER A1,259,939$41.93M0.66%00.0%Unchanged–
LIBERTY MEDIA CORP DEL531229AP7NOTE 3.750% 3/1–$41.91M0.66%–New–
MKSIMKS INC.NOTE 1.250% 6/0–$41.26M0.65%––View
SNOWSNOWFLAKE INCNOTE 10/0–$39.84M0.63%–NewView
MARAMARA HOLDINGS INCNOTE 2.125% 9/0–$39.83M0.63%–NewView
VSHVISHAY INTERTECHNOLOGY INCNOTE 2.250% 9/1–$29.8M0.47%–NewView
RIOTRIOT PLATFORMS INCNOTE 0.750% 1/1–$27.14M0.43%–NewView
UPWKUPWORK INCNOTE 0.250% 8/1–$25.37M0.40%––View
BBIOBRIDGEBIO PHARMA INCNOTE 1.750% 3/0–$25.27M0.40%–NewView
LYFTLYFT INCNOTE 0.625% 3/0–$24.69M0.39%–NewView
KNXKNIGHT-SWIFT TRANSN HLDGS INCL A312,850$24.36M0.38%+312,850NewView
MACOM TECH SOLUTIONS HLDGS I55405YAD2NOTE 12/1–$23.07M0.36%–New–
XMTRXOMETRY INCNOTE 0.750% 6/1–$22.27M0.35%–NewView
CAIIUCOLLECTIVE ACQUISITION CORPUNIT 04/27/20312,178,000$21.89M0.34%+2,178,000NewView
MLAAMOUNTAIN LAKE ACQUISIT CORPUSD CL A ORD SHS2,189,405$21.74M0.34%+2,189,405NewView
GRANITE CONSTR INC387328AF4NOTE 3.250% 6/1–$20.96M0.33%–––
XSLLXSOLLA SPAC 1USD CL A ORD SHS1,950,000$19.34M0.30%+1,950,000NewView
AVAVAEROVIRONMENT INCNOTE 7/1–$18.93M0.30%–NewView
NWSANEWS CORP NEWCL A746,652$18.54M0.29%+51,956+7.5%AddedView
MEVOM EVO GBL ACQUISITION CORP IORD SHS CL A1,833,442$18.19M0.29%00.0%UnchangedView
BIXIBITCOIN INFRASTRUCTURE ACQUIUSD CL A ORD SHS1,752,100$17.51M0.28%00.0%UnchangedView
DBCAD BORAL ACQUISITION I CORPORD SHS CL A1,750,000$17.45M0.27%00.0%UnchangedView
SDHISIDDHI ACQUISITION CORPCL A SHS1,650,000$17.19M0.27%00.0%UnchangedView
AGRICULTURE & NAT SOL ACQ COG0131Y100SHS CL A1,500,623$17.14M0.27%00.0%Unchanged–
SITMSITIME CORPCOM22,910$17.08M0.27%+22,910NewView
IACOUIDEA ACQUISITION CORPUNIT 01/06/20311,699,228$17.03M0.27%00.0%UnchangedView
AMKRAMKOR TECHNOLOGY INCCOM195,901$16.89M0.27%+182,741+1,388.6%AddedView
CXIIUCHURCHILL CAPITAL CORP XIICOM1,553,557$16.78M0.26%+1,553,557NewView
AACIUARMADA ACQUISITION CORP IIIUNIT 02/13/20311,657,146$16.7M0.26%+5140.0%AddedView
CLEANSPARK INC18452BAC4NOTE 6/1–$15.59M0.25%–––
MUZEMUZERO ACQUISITION CORPCL A ORD SHS1,562,429$15.51M0.24%+1,562,429NewView
FLNCFLUENCE ENERGY INCNOTE 2.250% 6/1–$15.41M0.24%––View
GOOGLALPHABET INC CAP STK CL AStock42,500$15.19M0.24%+42,500NewView
ARTCART TECHNOLOGY ACQUISITION CMNCOM1,435,717$14.26M0.22%00.0%UnchangedView
RIVNRIVIAN AUTOMOTIVE INCNOTE 4.625% 3/1–$14.25M0.22%–NewView
GIXGIGCAPITAL9 CORPCL A1,400,000$13.9M0.22%00.0%UnchangedView
KCHVKOCHAV DEFENSE ACQUI COSHS CL A1,325,000$13.74M0.22%00.0%UnchangedView
UPSTART HLDGS INC91680MAD9NOTE 2.000%10/0–$13.74M0.22%–––
PTORUPRAETORIAN ACQUISITION CORPUNIT 01/16/20311,350,000$13.64M0.21%00.0%UnchangedView
KENSINGTON CAP ACQUIST CORPG5235S123UNIT 99/99/99991,300,202$13.39M0.21%+420.0%Added–
OSISOSI SYSTEMS INCNOTE 2.250% 8/0–$13.37M0.21%––View
GUACUBERTO ACQUISITION CORP IIUNIT 03/06/20311,300,000$13.16M0.21%+1,300,000NewView
IPXGCOLUMBUS CIRCLE CAP CORP IIUSD CL A ORD SHS1,283,186$13.01M0.20%+100,000+8.5%AddedView
IPFXINFLECTION PT ACQUISIT CORPCL A ORD SHS1,225,573$12.67M0.20%+1,225,573NewView
MOZAYYX ACQUISITION CORPG63113123UNIT 99/99/99991,250,000$12.67M0.20%00.0%Unchanged–
CHURCHILL CAPITAL CORP IXG21301109CL A SHS1,161,602$12.65M0.20%−100,000−7.9%Reduced–
TONXTON STRATEGY COCOM4,895,110$12.48M0.20%00.0%UnchangedView
ITHAITHAX ACQUISITION CORP IIIUSD CL A ORD SHS1,250,000$12.48M0.20%00.0%UnchangedView
NPACNEW PROVIDENCE ACQUISITION-ACOM1,200,000$12.46M0.20%00.0%UnchangedView
AACPAPOGEE ACQUISITION CORPORD SHS CL A1,250,000$12.44M0.20%+1,250,000NewView
OTGAOTG ACQUISITION CORP. IORD CL A1,225,000$12.43M0.20%00.0%UnchangedView
QADRQDRO ACQUISITION CORPORD SHS CL A1,250,000$12.39M0.19%+1,250,000NewView
LGNDLIGAND PHARMACEUTICALS INCCOM NEW37,250$11.77M0.19%+37,250NewView
TVAITHAYER VENTURES ACQ CORP IICL A1,125,000$11.61M0.18%00.0%UnchangedView
SEDGSOLAREDGE TECHNOLOGIES INCNOTE 2.250% 7/0–$11.57M0.18%––View
RREVURRE VENTURES ACQUISITION CORUNIT 04/22/20311,150,000$11.53M0.18%+1,150,000NewView
IRABIRIS ACQUISITION CORP IIORD SHS CL A1,159,828$11.52M0.18%+1,159,828NewView
MESHMESHFLOW ACQUISITION CORPUSD CL A ORD SHS1,150,000$11.51M0.18%00.0%UnchangedView
ALPHATEC HLDGS INC02081GAD4NOTE 0.750% 3/1–$11.49M0.18%–New–
STRATEGY INC594972AN1NOTE 2.250% 6/1–$11.49M0.18%–––
CCAQCOLLECTIVE ACQUISITION CORP CMN CLASS ACOM1,100,000$11.47M0.18%00.0%UnchangedView
COPLCOPLEY ACQUISITION CORPORD SHS CL A1,085,430$11.32M0.18%00.0%UnchangedView
WWWW INTL INCCOM NEW705,640$11.28M0.18%−42,838−5.7%ReducedView
ARES ACQUISITION CORP IIIG3303U112UNIT 99/99/99991,102,900$11.08M0.17%+1,102,900New–
DMIIDRUGS MADE IN AMER ACQ II COUSD ORD SHS1,100,000$11.07M0.17%00.0%UnchangedView
STRATEGY INC594972AL5NOTE 0.875% 3/1–$11.06M0.17%–––
BIIIBLACK SPADE ACQUISITION IIIUSD CL A ORD SHS1,100,000$10.95M0.17%00.0%UnchangedView
DRDBROMAN DBDR ACQUISITION CORPCOM1,034,023$10.89M0.17%−200,000−16.2%ReducedView
SZZLSIZZLE ACQUISITION CORP. IIUSD CL A ORD SHS1,050,000$10.88M0.17%00.0%UnchangedView

Options (2)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

ARISTEIA CAPITAL LLC option positions in Q2 2026
SecurityClassPutsCalls
INVESCO QQQ TRUST SERIES I46090E103ETF$846.86M–
SPYSTATE STREET SPDR S&P 500 ETFETF$485.4M–

Sold out since Q1 2026 (159)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 159 by value.

ARISTEIA CAPITAL LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
WIXWIX COM LTDSHS2,855,704$257.21M5.90%
BLOCK INC852234AJ2NOTE 5/0–$77.38M1.78%
SNOWSNOWFLAKE INCNOTE 10/0–$48.99M1.12%
JOHN BEAN TECHNOLOGIES CORP477839AB0NOTE 0.250% 5/1–$29.18M0.67%
ADVANCED ENERGY INDS007973AE0NOTE 2.500% 9/1–$28.88M0.66%
SOFI TECHNOLOGIES INC83406FAA0BOND–$22.58M0.52%
GLOBAL PMTS INC37940XAU6NOTE 1.500% 3/0–$22.08M0.51%
MLAAUMOUNTAIN LAKE ACQUISIT CORPUNIT 01/21/20312,186,394$21.71M0.50%
XSLLUXSOLLA SPAC 1UNIT 01/12/20311,950,000$19.31M0.44%
FOXFOX CORPCL B COM337,724$17.93M0.41%
MUZEUMUZERO ACQUISITION CORPUNIT 01/30/20311,562,429$15.51M0.36%
SPDR SERIES TRUST78468R622ST BLOO HIGH ETF160,130$15.33M0.35%
IONSIONIS PHARMACEUTICALS INCNOTE 1.750% 6/1–$15.09M0.35%
LIVE OAK ACQUISITION CORP VG5509P102CL A SHS1,425,000$14.82M0.34%
STRATEGY INC594972AQ4NOTE 0.625% 9/1–$13.21M0.30%
TMDXTRANSMEDICS GROUP INCNOTE 1.500% 6/0–$12.96M0.30%
QADRUQDRO ACQUISITION CORPUNIT 01/28/20311,250,000$12.39M0.28%
ISHARES TR464288513IBOXX HI YD ETF153,485$12.21M0.28%
IRIS ACQUISITION CORP IIG4940M125UNIT 99/99/99991,152,750$11.48M0.26%
HDRNGIGCAPITAL7 CORPORD SHS CL A1,005,240$10.71M0.25%
REAL ASSET ACQUISITION CORPG73944103SHS CL A1,000,000$10.5M0.24%
PAACUPROEM ACQUISITION CORP IUNIT 01/29/20311,040,000$10.41M0.24%
FGIIUFG IMPERII ACQUISITION CORPUNIT 10/14/20301,000,000$9.98M0.23%
ANIPANI PHARMACEUTICALS INCNOTE 2.250% 9/0–$9.95M0.23%
HLFHERBALIFE LTDNOTE 4.250% 6/1–$9.6M0.22%
CTAAUCLEARTHINK 1 ACQUISITION CORUNIT 01/26/2031800,000$8M0.18%
CARTESIAN GROWTH CORP IIIG19307100COM CL A750,000$7.69M0.18%
PLMKPLUM ACQUISITION CORP IVSHS CL A651,175$6.88M0.16%
BYNDBEYOND MEAT INCDEBT 7.000%10/1–$6.45M0.15%
TONTGRAF GLOBAL CORPORD SHS CL A588,958$6.31M0.14%
GPATGP-ACT III ACQUISITION CORPCL A490,750$5.32M0.12%
CANTOR EQUITY PARTNERS III IG1828A108SHS CL A500,000$5.16M0.12%
A PARADISE ACQUISITION CORPG04819101COM CL A500,000$5.09M0.12%
CCXICHURCHILL CAP CORP XICL A ORD SHS500,000$5.08M0.12%
APEX TECH ACQUISITION INCG0R21F121UNIT 99/99/9999450,000$4.5M0.10%
RANGRANGE CAP ACQUISITION CORPORD SHS391,942$4.12M0.09%
COLLCOLLEGIUM PHARMACEUTICAL INCNOTE 2.875% 2/1–$4.07M0.09%
SSACUSPACSPHERE ACQUISITION CORPUNIT 02/06/2031402,400$4.05M0.09%
NBRGUNEWBRIDGE ACQUISITION LTDUNIT 11/18/2030400,000$4.01M0.09%
GFUZSPRING VY ACQUISITION CORP IEquity350,000$3.56M0.08%
HAYMAKER ACQUISITION CORP IVG4375F116*W EXP 05/31/2021,150,000$3.4M0.08%
ENOVENOVIS CORPORATIONNOTE 3.875%10/1–$2.9M0.07%
VACMARRIOTT VACATIONS WORLDWIDENOTE 3.250%12/1–$2.89M0.07%
CUBLIONHEART HOLDINGSSHS CL A245,399$2.64M0.06%
CANTOR EQUITY PARTNERS II ING1827P106CL A ORD SHS168,920$1.84M0.04%
PURRHYPERLIQUID STRATEGIES INCCOM324,757$1.65M0.04%
MOUNTAIN LAKE ACQUISITION COG6301B101SHS CL A150,000$1.58M0.04%
CEPOCANTOR EQUITY PARTNERS I INCCOM139,650$1.47M0.03%
FG MERGER II CORP30334J102COM120,000$1.21M0.03%
SCHLSCHOLASTIC CORPCOM30,000$1.17M0.03%
CARSCARS COM INCCOM142,396$1.16M0.03%
NEXTNAV INC65345N114*W EXP 10/28/202183,236$1.15M0.03%
CCOICOGENT COMM HOLDINGS INCCOM NEW58,993$1.11M0.03%
GFFGRIFFON CORPCOM15,210$1.11M0.03%
VSXYVICTORIAS SECRET AND COCOMMON STOCK23,809$1.1M0.03%
PLANET LABS PBC72703X114*W EXP 12/06/20266,504$1.09M0.03%
RVMDWREVOLUTION MEDICINES INC*W EXP 12/17/202583,615$1.03M0.02%
PBFPBF ENERGY INCCL A21,326$1.02M0.02%
VFCV F CORP COMStock57,483$976.64K0.02%
BSAABEST SPAC I ACQUISITION CORPUSD CL A ORD SHS95,000$974.7K0.02%
PHINPHINIA INCCOMMON STOCK13,964$955.7K0.02%
CROXCROCS INCCOM11,467$951.99K0.02%
ECHOECHOSTAR CORPCL A7,789$911.86K0.02%
ONON SEMICONDUCTOR CORP COMStock14,655$907.44K0.02%
SYNASYNAPTICS INC COMStock12,863$900.93K0.02%
HLHECLA MNG COCOM47,695$888.56K0.02%
LIVE OAK ACQUISITION CORP VG5509P110*W EXP 10/31/203624,999$884.37K0.02%
PATKPATRICK INDS INCCOM7,775$863.57K0.02%
NXSTNEXSTAR MEDIA GROUP INCCOMMON STOCK4,622$835.8K0.02%
WMSADVANCED DRAIN SYS INC DELCOM6,050$829.64K0.02%
FULFULLER H B CO COMStock13,215$815.1K0.02%
AALAMERICAN AIRLINES GROUP INC COMStock73,735$791.91K0.02%
GTESGATES INDL CORP PLCORD SHS34,369$777.08K0.02%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS40,977$766.27K0.02%
NEOGNEOGEN CORPCOM78,855$732.56K0.02%
CABOCABLE ONE INCCOM7,876$718.37K0.02%
YUMYUM BRANDS INC COMStock4,572$710.86K0.02%
DBDDIEBOLD NIXDORF INCCOM SHS9,307$702.12K0.02%
TEXTEREX CORP NEW COMStock11,576$684.14K0.02%
VGVENTURE GLOBAL INCCOM CL A41,933$660.86K0.02%
VSTVISTRA CORP COMStock4,386$659.35K0.02%
PKOHPARK-OHIO HLDGS CORPCOM27,386$658.36K0.02%
HLTHILTON WORLDWIDE HLDGS INCCOM2,146$652.56K0.01%
VSATVIASAT INCCOM14,017$641.98K0.01%
AESAES CORP COMStock44,692$629.71K0.01%
CCCHEMOURS CO COMStock28,150$620.15K0.01%
UGIUGI CORP NEW COMStock16,789$611.46K0.01%
GIGCAPITAL7 CORPG38648120*W EXP 08/29/2021,818,436$586.36K0.01%
CYHCOMMUNITY HEALTH SYS INC NEWCOM195,843$575.78K0.01%
ESABESAB CORPORATIONCOM5,853$565.75K0.01%
AIRAAR CORP COMStock5,147$563.39K0.01%
WILLOW LANE ACQUISITION CORPG9675P110*W EXP 10/31/203180,780$554.09K0.01%
OUTOUTFRONT MEDIA INC COM NEWREIT20,738$549.56K0.01%
CTOSCUSTOM TRUCK ONE SOURCE INCCOM CL A83,630$549.45K0.01%
SBHSALLY BEAUTY HLDGS INCCOM39,059$540.97K0.01%
AMTMAMENTUM HOLDINGS INCCOM20,605$537.38K0.01%
RKTROCKET COS INC COM CL AStock37,688$537.05K0.01%
SLGNSILGAN HLDGS INCCOM13,782$534.74K0.01%
SAICSCIENCE APPLICATIONS INTL COCOM5,601$531.65K0.01%
IBITISHARES BITCOIN TRUST ETFETF13,600$522.51K0.01%

13F filings by quarter

ARISTEIA CAPITAL LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026786$6.36Bvs. Q1 2026SEC
Q1 2026May 15, 2026693$4.36Bvs. Q4 2025SEC
Q4 2025Feb 17, 2026604$3.52Bvs. Q3 2025SEC
Q3 2025Nov 14, 2025531$3.26Bvs. Q2 2025SEC
Q2 2025Aug 14, 2025480$3.53Bvs. Q1 2025SEC
Q1 2025May 16, 2025430$3.23Bvs. Q4 2024SEC
Q4 2024Feb 14, 2025377$2.75Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024372$2.81Bvs. Q2 2024SEC
Q2 2024Aug 14, 2024333$2.69Bvs. Q1 2024SEC
Q1 2024May 15, 2024289$2.34Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024219$2.43Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023240$2.44Bvs. Q2 2023SEC
Q2 2023Aug 14, 2023272$2.86Bvs. Q1 2023SEC
Q1 2023May 16, 2023378$3.99Bvs. Q4 2022SEC
Q4 2022Feb 14, 2023525$4.97Bvs. Q3 2022SEC
Q3 2022Nov 14, 2022692$5.64Bvs. Q2 2022SEC
Q2 2022Aug 16, 2022692$5.58Bvs. Q1 2022SEC
Q1 2022May 16, 2022715$5.51Bvs. Q4 2021SEC
Q4 2021Feb 14, 2022617$5.58Bvs. Q3 2021SEC
Q3 2021Nov 15, 2021538$5.34Bvs. Q2 2021SEC
Q2 2021Aug 16, 2021488$4.94Bvs. Q1 2021SEC
Q1 2021May 17, 2021432$5.09B–SEC