Stoic Point Capital Management LLC — 13F holdings

Stoic Point Capital Management LLC reported 69 holdings worth $121M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EVLV EVOLV TECHNOLOGIES HLDNGS IN — $37.6M (31.1%)
2. LUXE LUXEXPERIENCE BV — $14.2M (11.8%)
3. HIPO HIPPO HLDGS INC — $7.45M (6.2%)
4. AVPT AVEPOINT INC — $6.09M (5.0%)
5. TBLA TABOOLA.COM LTD — $4.61M (3.8%)
6. OMDA OMADA HEALTH INC — $4.47M (3.7%)
7. SMRT SMARTRENT INC — $3.82M (3.2%)
8. MAX MEDIAALPHA INC — $3.74M (3.1%)
9. BFLY BUTTERFLY NETWORK INC — $3.15M (2.6%)
10. MLKMF WALDENCAST PLC — $2.84M (2.4%)