Investor
Sycale Advisors (NY) LLC
CIK 0001811522 · filed 2026-05-13 · SEC filing
13F book
$200.5M
Positions
17
5 new · 4 sold
Largest name
13.6%
Intercontinental Exchange In
Est. mark
−$29.8M
Price effect on 12 names still held. Flow −$59.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Intercontinental Exchange In | — | 173.8K | $27.3M | 13.6% | −$806.6K | Added−$581.5K |
| Spotify Technology S.A. | SPOT | 42.7K | $20.7M | 10.3% | −$3.46M | Added−$228.4K |
| Microsoft Corp | MSFT | 53.8K | $19.9M | 9.9% | −$6.11M | Cut−$11.7M |
| CAE Inc | CAE | 762.7K | $19.9M | 9.9% | −$3.33M | Cut−$17.9M |
| TKO Group Holdings, Inc. | TKO | 80.6K | $16.3M | 8.1% | −$592.6K | Cut−$4.44M |
| Api Group Corp | APG | 368.1K | $14.9M | 7.4% | $832K | Cut−$752.4K |
| Mercadolibre Inc | MELI | 7.92K | $13.7M | 6.8% | −$1.94M | Added−$19.5K |
| Netflix Inc | NFLX | 138.4K | $13.3M | 6.6% | — | New |
| Nelnet Inc | NNI | 100.5K | $13M | 6.5% | −$401.9K | Cut−$7.31M |
| Qxo Inc | — | 625.8K | $12.2M | 6.1% | $38.1K | Added$6.5M |
| Genius Sports Limited | — | 2.04M | $9.02M | 4.5% | −$12.4M | Added−$11.7M |
| Palantir Technologies Inc. | PLTR | 49.8K | $7.29M | 3.6% | — | New |
| National CineMedia, Inc. | NCMI | 1.45M | $4.43M | 2.2% | −$1.22M | Cut−$7.4M |
| Geopark Ltd | GPRK | 339.2K | $3.22M | 1.6% | — | New |
| Ferguson Enterprises Inc | — | 9.99K | $2.33M | 1.2% | — | New |
| Wayfair Inc. | W | 1.32M | $1.8M | 0.9% | −$404.5K | Cut−$2.81M |
| Wayfair Inc. | W | 4.93K | $370.9K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.