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Murchinson Ltd.

SEC CIK
0001838556
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
111
−31 vs. Q4 2021
Portfolio value
$523.5M
−$529.9M (−50.3%) vs. Q4 2021
Filed
May 12, 2022
SEC
Holdings of Murchinson Ltd. in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRPTC Energy CorpCOM4,201,074$296.2M56.6%−785,000−15.7%ReducedHistory
MicroStrategy Inc594972AE1NOTE 2/1–$25.4M4.9%–New–
HGENHumanigen, IncCOM NEW5,250,000$15.8M3.0%+750,000+16.7%AddedHistory
GOOGAlphabet Inc.Stock4,000$11.2M2.1%+4,000NewHistory
Garrett Motion Inc.366505204COMM1,344,810$11.1M2.1%−100.0%Reduced–
ATVIActivision Blizzard, Inc.COM125,753$10.1M1.9%+125,753NewHistory
BIIBBiogen Inc.COM45,000$9.48M1.8%+25,000+125.0%AddedHistory
METAMeta Platforms, Inc.Stock35,000$7.78M1.5%+35,000NewHistory
TWTRTwitter, Inc.COM200,000$7.74M1.5%+200,000NewHistory
CERNCERNER CorpCOM78,400$7.33M1.4%+78,400NewHistory
Taro Pharmaceutical Inds LtdM8737E108SHS162,703$7.04M1.3%+3,500+2.2%Added–
OPTUOptimum Communications, Inc.CL A500,000$6.24M1.2%+500,000NewHistory
IMAQInternational Media Acquisition Corp.CLASS A COM600,000$5.95M1.1%−200,000−25.0%ReducedHistory
CBOECboe Global Markets, Inc.COM45,000$5.15M1.0%+20,000+80.0%AddedHistory
Ventoux CCM Acquisition Corp92280L101COM500,000$5.05M1.0%00.0%Unchanged–
MTRYMonterey Innovation Acquisition CorpCOM500,000$4.98M1.0%00.0%UnchangedHistory
Cleantech Acquisition Corp18453L107COM450,000$4.52M0.9%00.0%Unchanged–
Globalink Invt Inc37892F109COM425,000$4.21M0.8%+425,000New–
IMOImperial Oil LtdCOM NEW82,341$3.99M0.8%+82,341NewHistory
COHRCoherent Corp.COM50,000$3.63M0.7%+50,000NewHistory
AMZNAmazon Com IncStock1,000$3.26M0.6%−35,000−97.2%ReducedHistory
VIXYProShares Trust IIVIX SH TRM FUTRS183,904$3.05M0.6%+183,904NewHistory
ASPAC I Acquisition Corp.G0542S122UNIT 12/09/2026300,000$3.00M0.6%+300,000New–
NOACNatural Order Acquisition Corp.COM300,000$2.95M0.6%−200,000−40.0%ReducedHistory
AVHIAchari Ventures Holdings Corp. ICOM290,000$2.89M0.6%00.0%UnchangedHistory
SAFMSanderson Farms IncCOM15,000$2.81M0.5%+15,000NewHistory
SPK Aquisition Corp848651105COM283,451$2.81M0.5%−16,549−5.5%Reduced–
Abri Spac I Inc00085X105COMMON STOCK253,484$2.51M0.5%−46,516−15.5%Reduced–
Blockchain Moon Acquisitn Co09370F109COM250,000$2.47M0.5%00.0%Unchanged–
BriaCell Therapeutics Corp.10778Y112*W EXP 02/24/202469,950$2.44M0.5%+77,738+19.8%Added–
PAFOPacifico Acquisition Corp.COM245,000$2.44M0.5%00.0%UnchangedHistory
ICCHICC Holdings, Inc.COM129,919$2.21M0.4%00.0%UnchangedHistory
Sports Ventures Acquisin CorG8372A103CL A SHS219,793$2.17M0.4%+219,793New–
FBCFlagstar Bancorp IncCOM PAR .00150,000$2.12M0.4%+50,000NewHistory
Redwoods Acquisition Corp758083208UNIT 03/15/2027200,000$2.01M0.4%+200,000New–
Welsbach Tech Metals Acqu Co950415109COM200,000$1.97M0.4%+200,000New–
Nocturne Acquisition CorpG6580S114ORDINARY SHARES191,000$1.93M0.4%−259,000−57.6%Reduced–
Mallard Acquisition Corp561204108COM182,930$1.84M0.4%−423,580−69.8%Reduced–
STXBSpirit of Texas Bancshares, Inc.COM70,100$1.84M0.4%−9,400−11.8%ReducedHistory
IMCCIM Cannabis Corp.COM NEW767,644$1.64M0.3%00.0%UnchangedHistory
RHRHCOM5,000$1.63M0.3%+5,000NewHistory
KSSKOHLS CorpStock25,000$1.51M0.3%+25,000NewHistory
COSMCosmos Health Inc.COM1,500$1.50M0.3%+1,500NewHistory
The Valens Company Inc91914P603COM NEW750,000$1.27M0.2%+750,000New–
Accelerate Diagnostics, Inc00430HAB8NOTE 2.500% 3/1–$1.20M0.2%–––
BBYBest Buy Co IncStock13,058$1.19M0.2%+13,058NewHistory
Sports Ventures Acquisin CorG8372A129*W EXP 11/30/2021,048,514$1.15M0.2%+1,048,514New–
Vonage Holdings Corp92886T201COM50,000$1.01M0.2%+50,000New–
OBIOOrchestra BioMed Holdings, Inc.ORD SHS100,115$992.0K0.2%−199,885−66.6%ReducedHistory
MKSIMKS IncCOM6,413$962.0K0.2%−3,587−35.9%ReducedHistory
NNDMNano Dimension Ltd.SPONSORD ADS NEW200,000$712.0K0.1%+27,700+16.1%AddedHistory
GLBSGlobus Maritime LtdCOM NEW270,145$624.0K0.1%00.0%UnchangedHistory
COOKTraeger, Inc.COMMON STOCK70,000$521.0K0.1%+70,000NewHistory
TMETencent Music Entertainment GroupSPON ADS100,000$487.0K0.1%00.0%UnchangedHistory
Worksport Ltd98139Q118*W EXP 06/01/202523,581$387.0K0.1%−12,886−2.4%Reduced–
VLNWFValens Semiconductor Ltd.*W EXP 12/12/202650,000$384.0K0.1%00.0%UnchangedHistory
Bridgetown Holdings LtdG1355U113COM CL A36,900$364.0K0.1%+900+2.5%Added–
Harbor Custom Development IN41150T124*W EXP 10/04/202875,000$324.0K0.1%00.0%Unchanged–
Ginkgo Bioworks Holdings, Inc.37611X118*W EXP 08/01/202351,330$309.0K0.1%00.0%Unchanged–
BNCWWCEA Industries Inc.*W EXP 02/11/202460,700$309.0K0.1%+460,700NewHistory
Onion Global Ltd68277G107SPONSORED ADS188,680$306.0K0.1%00.0%Unchanged–
HIVEHIVE Digital Technologies Ltd.COM141,940$302.0K0.1%+141,940NewHistory
Renovacor, Inc.75989E114*W EXP 99/99/999698,100$294.0K0.1%00.0%Unchanged–
ALLKAllakos Inc.COM50,000$285.0K0.1%00.0%UnchangedHistory
Globis Acquisition Corp.379582117*W EXP 11/01/202442,031$243.0K<0.1%−57,969−11.6%Reduced–
RYRoyal Bank of CanadaStock1,563$215.0K<0.1%+1,563NewHistory
CNTNCanton Strategic Holdings, Inc.COM116,029$186.0K<0.1%+116,029NewHistory
MTVAMetaVia Inc.COM205,256$185.0K<0.1%00.0%UnchangedHistory
SVF Investment Corp.G8601L102CL A SHS16,100$158.0K<0.1%00.0%Unchanged–
Gores Guggenheim, Inc.38286Q115*W EXP 03/25/20250,000$158.0K<0.1%00.0%Unchanged–
TGVCTG Venture Acquisition Corp.CLASS A COM15,607$155.0K<0.1%−4,393−22.0%ReducedHistory
Agriforce Growing Systems LTC00948114*W EXP 02/01/202250,000$148.0K<0.1%+250,000New–
IMAQWInternational Media Acquisition Corp.*W EXP 07/21/202800,000$142.0K<0.1%00.0%UnchangedHistory
Gold Royalty Corp.38071H114*W EXP 99/99/999168,559$133.0K<0.1%−144,573−46.2%Reduced–
Ventoux CCM Acquisition Corp92280L127RIGHT 99/99/9999700,000$126.0K<0.1%00.0%Unchanged–
Ventoux CCM Acquisition Corp92280L119*W EXP 09/30/202500,000$115.0K<0.1%00.0%Unchanged–
Cleantech Acquisition Corp18453L123RIGHT 10/15/2026450,000$113.0K<0.1%00.0%Unchanged–
Monterey Bio Acquisition Cor61240F116*W EXP 10/05/202500,000$108.0K<0.1%00.0%Unchanged–
Abri Spac I Inc00085X113*W EXP 09/18/202300,000$101.0K<0.1%00.0%Unchanged–
Viveon Health Acquisition Co92853V122RIGHT 12/31/2025800,000$96.0K<0.1%00.0%Unchanged–
NYMXFNymox Pharmaceutical CorpCOM76,404$96.0K<0.1%+76,404NewHistory
Nocturne Acquisition CorpG6580S106RIGHT 12/26/2025450,000$95.0K<0.1%00.0%Unchanged–
STRYStarry Group Holdings, Inc.CL A COM11,421$94.0K<0.1%+11,421NewHistory
Cleantech Acquisition Corp18453L115*W EXP 07/30/202225,000$93.0K<0.1%00.0%Unchanged–
Alberton Acquisition CorpG35006132RIGHT 04/26/2021309,348$87.0K<0.1%00.0%Unchanged–
IMAQRInternational Media Acquisition Corp.RIGHT 99/99/9999800,000$87.0K<0.1%00.0%UnchangedHistory
Natural Order Acquisition Corp.63889L115*W EXP 09/15/202500,000$80.0K<0.1%00.0%Unchanged–
Aurora Technology AcquisitioG06984135RIGHT 01/27/2027500,000$75.0K<0.1%+500,000New–
Quantum Fintech Acquistin Co74767A113*W EXP 01/30/202250,000$72.0K<0.1%00.0%Unchanged–
Starry Group Holdings, Inc.85572U110*W EXP 99/99/99981,950$72.0K<0.1%+81,950New–
Globalink Invt Inc37892F117RIGHT 12/06/2026425,000$70.0K<0.1%+425,000New–
MILEMetromile, LLCCOM50,000$66.0K<0.1%00.0%UnchangedHistory
TMCTMC the metals Co Inc.COM25,000$65.0K<0.1%00.0%UnchangedHistory
Viveon Health Acquisition Co92853V114*W EXP 99/99/999800,000$63.0K<0.1%00.0%Unchanged–
Leafly Holdings, Inc.52178J113EQUITY WRT48,176$63.0K<0.1%+48,176New–
Achari Ventures Hldgs Corp I00444X119*W EXP 01/01/202290,000$61.0K<0.1%00.0%Unchanged–
SPK Aquisition Corp848651113RIGHT 05/13/2026300,000$60.0K<0.1%00.0%Unchanged–
Blockchain Moon Acquisitn Co09370F125*W EXP 10/14/202250,000$53.0K<0.1%00.0%Unchanged–
Mallard Acquisition Corp561204116*W EXP 06/30/202606,510$52.0K<0.1%00.0%Unchanged–
Globalink Invt Inc37892F125*W EXP 12/03/202425,000$50.0K<0.1%+425,000New–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Murchinson Ltd. in Q1 2022
SecurityClassPutsCalls
SNDLSNDL Inc.COM$50.0K–

Sold out since Q4 2021 (71)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Murchinson Ltd. sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
QSRRestaurant Brands International Inc.COM4,085,000$247.9M23.5%History
PFEPfizer IncStock1,200,000$70.9M6.7%History
CRMSalesforce, Inc.Stock150,000$38.1M3.6%History
TSLATesla, Inc.Stock20,200$21.3M2.0%History
XLNXXilinx IncCOM100,000$21.2M2.0%History
INFOIHS Markit Ltd.SHS125,000$16.6M1.6%History
Mudrick Capital Acqu Corp II62477L107COM CL A1,000,000$9.95M0.9%–
FirstMark Horizon Acquisition Corp.33765Y101CL A COM1,000,000$9.89M0.9%–
Aurora Cannabis Inc05156XAG3CONVERTIBLE BOND–$8.88M0.8%–
Viveon Health Acquisition Co92853V106COMMON STOCK800,000$8.02M0.8%–
BENEBenessere Capital Acquisition Corp.COM CL A765,317$7.76M0.7%History
Globis Acquisition Corp.379582109COM519,299$5.26M0.5%–
BTBTBit Digital, IncSHS843,172$5.13M0.5%History
Globalink Invt Inc37892F208UNIT 12/06/2026425,000$4.39M0.4%–
NUANNuance Communications, Inc.COM73,100$4.04M0.4%History
Evolution Metals & Technologies Corp.950415208UNIT 12/22/2026400,000$4.01M0.4%–
Pershing Square Tontine Hldg71531R109COM CL A150,000$2.96M0.3%–
ProShares Bitcoin ETF74347G440ETF99,700$2.88M0.3%–
Coherent Inc192479103COM10,000$2.67M0.3%–
Arisz Acquisition Corp.040450207UNIT 11/17/2026250,000$2.52M0.2%–
IMMXImmix Biopharma, Inc.COM695,600$2.48M0.2%History
Quantum Fintech Acquistin Co74767A105COMMON STOCK250,000$2.47M0.2%–
HYFMHydrofarm Holdings Group, Inc.COM79,867$2.26M0.2%History
Discovery Inc25470F302COM SER C81,000$1.85M0.2%–
AJRDAerojet Rocketdyne Holdings, Inc.COM37,721$1.76M0.2%History
HBMDHoward Bancorp IncCOM81,000$1.76M0.2%History
WINVWinVest Acquisition Corp.COMMON STOCK175,000$1.72M0.2%History
Kirkland Lake Gold Ltd49741E100COM31,676$1.33M0.1%–
CITCit Group IncCOM NEW18,565$953.0K0.1%History
LBAILakeland Bancorp IncCOM50,000$950.0K0.1%History
CONECyrusOne Holdco LLCCOM10,000$897.0K0.1%History
PBCTPeople's United Financial, Inc.COM50,000$891.0K0.1%History
CSPRCasper Sleep Inc.COM125,634$839.0K0.1%History
Snow Lake Res Ltd83336J208COM103,163$595.0K0.1%–
ACBAurora Cannabis IncCOM69,100$373.0K<0.1%History
PTONPeloton Interactive, Inc.CL A COM10,000$358.0K<0.1%History
SNDLSNDL Inc.COM616,990$357.0K<0.1%History
IKTInhibikase Therapeutics, Inc.COM220,947$327.0K<0.1%History
PBLAPanbela Therapeutics, Inc.COM136,753$238.0K<0.1%History
Crucible Acquisition Corp22877P108COM CL A23,868$233.0K<0.1%–
EVgo Inc.30052F118*W EXP 09/15/20274,845$199.0K<0.1%–
WeWork Inc.96209A112EQUITY WRT72,001$144.0K<0.1%–
Firstmark Horizon Acquisitio33765Y119*W EXP 09/26/202121,950$122.0K<0.1%–
Concord Acquisition Corp206071110*W EXP 12/28/20240,000$107.0K<0.1%–
Zanite Acquisition Corp98907K111*W EXP 10/08/202115,000$104.0K<0.1%–
Bakkt Holdings Inc05759B115*W EXP 07/01/20240,422$98.0K<0.1%–
Burgundy Technology Acqu CorG1702T124*W EXP 08/31/202158,400$89.0K<0.1%–
NXXTNextnrg, Inc.COM NEW50,000$69.0K<0.1%History
Sports Entertainment Acqu Co84918M114*W EXP 10/30/20225,700$67.0K<0.1%–
TMC the metals Co Inc.87261Y114*W EXP 09/09/202240,901$65.0K<0.1%–
Doma Holdings IN25703A112EQUITY WRT64,200$61.0K<0.1%–
Electric Last Mile Solutns I28489L112*W EXP 08/24/20250,160$60.0K<0.1%–
Bridgetown Holdings LtdG1355U121*W EXP 09/30/20263,100$57.0K<0.1%–
PULMPulmatrix, Inc.COM NEW100,000$44.0K<0.1%History
Redball Acquisition CorpG7417R113*W EXP 08/17/20235,200$43.0K<0.1%–
Breeze Holdings Acquisitn Co106762115*W EXP 05/25/20299,733$42.0K<0.1%–
Archer Aviation Inc.03945R110*W EXP 09/16/20233,600$39.0K<0.1%–
Sunlight Financi86738J114EQUITY WRT46,746$31.0K<0.1%–
BlackSky Technology Inc.09263B116*W EXP 10/30/20257,224$30.0K<0.1%–
Lilium N VN52586117*W EXP 09/14/20220,800$26.0K<0.1%–
Cohn Robbins Holdings CorpG23726113*W EXP 08/28/20226,000$21.0K<0.1%–
Better World Acquisition Cor08772B112*W EXP 11/15/20241,177$20.0K<0.1%–
IronNet, Inc.46323Q113*W EXP 08/26/20216,500$18.0K<0.1%–
E Merge Technology Acquisiti26873Y112*W EXP 07/30/20227,500$16.0K<0.1%–
Pine Is Acquisition Corp722615119*W EXP 10/19/20217,667$16.0K<0.1%–
Petvivo Hldgs Inc716817119*W EXP 08/13/20225,000$15.0K<0.1%–
Spire Global, Inc.848560116*W EXP 01/01/20335,200$15.0K<0.1%–
Crucible Acquisition Corp22877P116*W EXP 12/26/20216,666$12.0K<0.1%–
Avanti Acquisition CorpG0682V125*W EXP 99/99/99919,460$12.0K<0.1%–
Airspan Networks Holdings IN00951K112*W EXP 11/01/20216,300$12.0K<0.1%–
Ucommune International LtdG9449A118*W EXP 11/17/20225,521$2.00K<0.1%–