Mercuria Capital Strategies, LLC holds a concentrated book of 23 stocks worth $163.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Sharonai Holdings Inc. Their largest long position is Sharonai Holdings Inc at 40% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2048079/holdings"
Use Arkolith to show Mercuria Capital Strategies, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Mercuria Capital Strategies, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 56 / 23 | $4.2B |
| JPMORGAN CHASE & CO | 52 / 23 | $40.6B |
| MORGAN STANLEY | 50 / 23 | $46.1B |
| UBS Group AG | 49 / 23 | $14.0B |
| MILLENNIUM MANAGEMENT LLC | 47 / 23 | $3.2B |
| D. E. Shaw & Co., Inc. | 44 / 23 | $3.1B |
| TORONTO DOMINION BANK | 44 / 23 | $1.2B |
| Schonfeld Strategic Advisors LLC | 44 / 23 | $293.1M |
Ranked by how many of Mercuria Capital Strategies, LLC's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sharonai Holdings Inc COM CL A | $65.0M | 767.3K | 39.8% | ▲New New position | |
| 2 | Bain Cap GSS Invt Corp ORD CL A | $15.9M | 1.55M | 9.7% | —Held | |
| 3 | Freeport McMoran Inc CL B | $12.2M | 194.4K | 7.5% | ▲New New position | |
| 4 | Paloma Acquisition Corp I UNIT 02/12/2031 | $10.1M | 1.00M | 6.2% | —Held | |
| 5 | Alussa Energy Acquisit Corp ORD SHS CL A | $10.0M | 1.00M | 6.2% | —Held | |
| 6 | Drugs Made In Amer Acq II Co USD ORD SHS | $7.5M | 750.0K | 4.6% | —Held | |
| 7 | Agriculture & Nat Sol Acq Co SHS CL A | $5.7M | 500.0K | 3.5% | —Held | |
| 8 | Inflection PT Acquisition Co CL A ORD SHS | $5.5M | 535.0K | 3.4% | —Held | |
| 9 | GSR IV Acquisition Corp CL A SHS | $5.1M | 500.0K | 3.1% | —Held | |
| 10 | Gigcapital8 Corp ORD CL A | $5.0M | 500.0K | 3.1% | —Held | |
| 11 | Sterling Infrastructure Inc COM | $4.3M | 5.1K | 2.6% | ▲New New position | |
| 12 | Texas Ventures Acquisition I USD CL A ORD SHS | $3.7M | 347.5K | 2.2% | —Held | |
| 13 | Berto Acquisition Corp ORD SHS | $2.8M | 270.9K | 1.7% | —Held | |
| 14 | Viking Acquisition Corp I ORD CL A | $2.6M | 250.0K | 1.6% | —Held | |
| 15 | Pyrophyte Acquisition Corp. CL A SHS | $2.5M | 250.0K | 1.6% | —Held | |
| 16 | Silverbox Corp V ORD SHS CL A | $2.5M | 250.0K | 1.5% | —Held | |
| 17 | Clearway Energy Inc CL C | $1.3M | 37.1K | 0.8% | ▲New New position | |
| 18 | Guardian Metal Res PLC SPONSORED ADS | $952K | 68.0K | 0.6% | ▲+4.6% Added · +3K sh | |
| 19 | Cantor Equity Partners IV In SHS CL A | $99K | 9.5K | 0.1% | —Held | |
| 20 | Churchill Capital Corp IX CL A SHS | $95K | 8.8K | 0.1% | —Held | |
| 21 | Drugs Made In Amer Acq II Co RIGHT 09/16/2030 | $60K | 750.0K | 0.0% | —Held | |
| 22 | Gigcapital8 Corp RIGHT 09/30/2030 | $49K | 187.5K | 0.0% | —Held | |
| 23 | Churchill Cap Corp XI CL A ORD SHS | $17K | 1.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 23 | $163.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 31 | $261.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 28 | $176.1M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 10 | $75.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 10 | $373.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 6 | $82.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 12 | $266.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.