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Crystalline Management Inc.

SEC CIK
0001891834
Latest filing
Nov 8, 2024

The latest 13F from Crystalline Management Inc. covers Q3 2024 (filed Nov 8, 2024): 72 long positions worth $97.1M. The top 10 holdings make up 63.6% of the portfolio, and the largest is Chefs Whse Inc at 9.1%. Livermore has 8 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q3 2024

Share counts compared with Q2 2024: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
29
Est. +$52.3M
Added
3
Est. +$4.37M
Reduced
8
Est. −$3.72M
Sold out
40
Est. −$46.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. Chefs Whse Inc163086AE1
    9.1%$8.86M
  2. Integer Hldgs Corp45826HAB5
    8.2%$7.95M
  3. Altair Engr Inc021369AC7
    8.1%$7.86M
  4. HubSpot Inc443573AD2
    7.8%$7.54M
  5. Post Hldgs Inc737446AT1
    7.4%$7.17M

Biggest buys

New and added positions, by estimated amount bought

  1. Chefs Whse Inc163086AE1
    +$8.86MNew
  2. HubSpot Inc443573AD2
    +$7.54MNew
  3. Envestnet, Inc.29404KAE6
    +$5.45MNew
  4. Ford MTR Co Del345370CZ1
    +$4.89MNew
  5. GATOGatos Silver, Inc.
    +$4.09MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Chefs Whse Inc163086AE1
    +9.12 pp0.0% → 9.1%
  2. HubSpot Inc443573AD2
    +7.77 pp0.0% → 7.8%
  3. Envestnet, Inc.29404KAE6
    +5.61 pp0.0% → 5.6%
  4. Ford MTR Co Del345370CZ1
    +5.04 pp0.0% → 5.0%
  5. GATOGatos Silver, Inc.
    +4.22 pp0.0% → 4.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Veeco Instrs Inc Del922417AJ9
    −$8.65MSold out
  2. TRTLTortoiseEcofin Acquisition Corp. III
    −$5.01MSold outHistory
  3. Rigel Resource Acq CorpG7573M106
    −$4.53MSold out
  4. Monterey Cap Acquisition Cor61244M109
    −$4.07MSold out
  5. ETRNMidstream Co LLC
    −$2.60MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Veeco Instrs Inc Del922417AJ9
    −9.99 pp10.0% → 0.0%
  2. TRTLTortoiseEcofin Acquisition Corp. III
    −5.79 pp5.8% → 0.0%History
  3. Rigel Resource Acq CorpG7573M106
    −5.23 pp5.2% → 0.0%
  4. Monterey Cap Acquisition Cor61244M109
    −4.70 pp4.7% → 0.0%
  5. ETRNMidstream Co LLC
    −3.00 pp3.0% → 0.0%History

Metrics

13F metrics for Q3 2024, computed only from the numbers in the filings. Definitions below.

Portfolio value
$97.1M
+$10.5M (+12.1%) vs. prior quarter
Positions
72
−11 vs. prior quarter
Top 10 concentration
63.6%
Top 10 as share of value
Turnover
55.0%
Q3 2024, one quarter
Average holding period
2.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

8 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $198.4M (Q4 2022)

Q4 2022: $198.4MQ1 2023: $129.3MQ2 2023: $141.3MQ3 2023: $131.1MQ4 2023: $79.0MQ1 2024: $76.7MQ2 2024: $86.6MQ3 2024: $97.1M
Q4 2022Q3 2024
13F filings of Crystalline Management Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2024Nov 8, 202472$97.1MChefs Whse IncInteger Hldgs CorpAltair Engr Incvs. Q2 2024SEC
Q2 2024Aug 8, 202483$86.6MVeeco Instrs Inc DelAltair Engr IncPost Hldgs Incvs. Q1 2024SEC
Q1 2024May 10, 202491$76.7MAltair Engr IncEnerplus CorpInteger Hldgs Corpvs. Q4 2023SEC
Q4 2023Feb 12, 202489$79.0MPenn Natl Gaming IncSplunk IncNFYSvs. Q3 2023SEC
Q3 2023Nov 13, 2023121$131.1MDENNEWRPenn Natl Gaming Incvs. Q2 2023SEC
Q2 2023Aug 9, 2023129$141.3MPenn Natl Gaming IncUNVRCentennial Resource Dev Incvs. Q1 2023SEC
Q1 2023May 9, 2023109$129.3MCentennial Resource Dev IncGLAUKOS CorpSquare Incvs. Q4 2022SEC
Q4 2022Mar 13, 2023140$198.4MUMPQNovavax IncMeridian Bioscience Inc–SEC