Arkolith/Funds/Mangrove Partners Im, LLC

Mangrove Partners Im, LLC

Philippe Laffont CIK 1535392Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Mangrove Partners Im, LLC holds a diversified book of 427 stocks worth $1.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Indivior PLC and trimmed Collective Acquisition Corp. Their largest long position is Indivior PLC at 7% of the equity book.

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Use Arkolith to show MANGROVE PARTNERS IM, LLC's latest
holdings, largest changes, and filing provenance.
Opened
261
new positions
Added to
49
existing
Trimmed
39
reduced
Sold out
202
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
42%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Financials
32%
Health Care
12%
Industrials
11%
Consumer Discretionary
10%
Utilities
8%
Information Technology
7%
Communication Services
6%
Materials
4%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

427 positions
#SecurityValueShares% PortLast moveHistory
1Indivior Pharmaceuticals Inc
COM
$83.6M2.74M
6.8%
New
New position
2Atmus Filtration Technologie
COM
$74.7M1.32M
6.0%
Held
3Grayscale Ethereum Staking
SHS NEW
$70.6M3.55M
5.7%
New
New position
4Rex American Res Corp
COM
$46.3M1.02M
3.7%
Held
5PG&E Corp
COM
$42.4M2.41M
3.4%
Held
6Oneok Inc New
COM
$41.7M461.7K
3.4%
New
New position
7Millicom Intl Cellular S A
COM STK
$41.7M556.5K
3.4%
72×
Added · +549K sh
8Enova Intl Inc
COM
$38.9M286.5K
3.1%
Held
9Millrose Pptys Inc
COM CL A
$38.7M1.38M
3.1%
Held
10Keurig DR Pepper Inc
COM
$35.9M1.36M
2.9%
New
New position
11Union Pac Corp
COM
$35.9M148.1K
2.9%
New
New position
12Bio Rad Labs Inc
CL A
$35.4M126.9K
2.9%
Held
13Flywire Corporation
COM VTG
$35.1M3.01M
2.8%
+1.0%
Added · +31K sh
14Genuine Parts Co
COM
$33.5M316.8K
2.7%
New
New position
15Bill Holdings Inc
COM
$32.1M839.0K
2.6%
+28%
Added · +184K sh
16Fidelity Natl Information SV
COM
$30.9M657.7K
2.5%
+30%
Added · +150K sh
17News Corp New
CL A
$29.7M1.19M
2.4%
Held
18Compass Diversified
SH BEN INT
$29.0M3.68M
2.3%
Held
19Open Text Corp
COM
$22.1M993.2K
1.8%
Held
20Tripadvisor Inc
COM
$10.3M968.7K
0.8%
49×
Added · +949K sh
21Axiom Intelligence Ac Corp 1
ORD SHS CL A
$9.1M900.0K
0.7%
Held
22Bitwise Solana Staking ETF
COM SHS OF BENEF
$8.5M766.6K
0.7%
+36%
Added · +204K sh
23Harvard Ave Acquisition Corp
USD CL A ORD SHS
$7.4M740.6K
0.6%
New
New position
24Cia Energetica De Minas Gera
SP ADR N-V PFD
$6.3M2.63M
0.5%
Held
25Clearthink 1 Acquisition Cor
UNIT 01/26/2031
$6.0M605.0K
0.5%
New
New position
26K2 Cap Acquisition Corp
ORD SHS CL A
$5.8M590.0K
0.5%
New
New position
27Voyager Acquisition Corp
CL A
$5.4M450.0K
0.4%
Held
28Emmis Acquisition Corp.
SHS CL A
$5.0M500.0K
0.4%
Held
29Lightwave Acquisition Corp
USD CL A ORD SHS
$5.0M486.9K
0.4%
Held
30K&F Growth Acquisition Corp
SHS CL A
$4.7M450.0K
0.4%
Held
31Dune Acquisition Corp II
SHS CL A
$4.6M450.0K
0.4%
~0%
Reduced · −5 sh
32Copley Acquisition Corp
ORD SHS CL A
$4.6M450.0K
0.4%
Held
33Sizzle Acquisition Corp. II
USD CL A ORD SHS
$4.6M450.0K
0.4%
Held
34Fact II Acquisition Corp
ORD SHS CL A
$4.6M439.0K
0.4%
−2.5%
Reduced · −11K sh
35Thayer Ventures Acq Corp II
CL A
$4.6M450.0K
0.4%
Held
36Indigo Acquisition Corp
ORD SHS
$4.6M450.0K
0.4%
Held
37Silver Pegasus Acquisition C
SHS CL A
$4.6M450.0K
0.4%
Held
38Oyster Enterprises II Acquis
ORD SHS CL A
$4.6M450.0K
0.4%
Held
39A Paradise Acquisition Corp
COM CL A
$4.6M450.0K
0.4%
Held
40Pioneer Acquisition I Corp
CL A ORD SHS
$4.6M450.0K
0.4%
Held
41RF Acquisition Corp III
ORD SHS
$4.6M465.0K
0.4%
New
New position
42Vendome Acquisition Corp I
COM CL A
$4.5M450.0K
0.4%
Held
43Gigcapital9 Corp
UNIT 12/01/2030
$4.5M450.0K
0.4%
New
New position
44AI Infrastructure Acquisi
ORD SHS CL A
$4.5M450.0K
0.4%
Held
45Suma Acquisition Corp
UNIT 03/05/2031
$4.5M450.0K
0.4%
New
New position
46Galata Acquisition Corp II
ORD SHS CL A
$4.5M450.0K
0.4%
+103%
Added · +229K sh
47Pono Cap Four Inc
UNIT 03/11/2031
$4.5M450.0K
0.4%
New
New position
48SC II Acquisition Corp
ORD SHS CLASS A
$4.5M450.0K
0.4%
New
New position
49XFLH Cap Corp
UNIT 99/99/9999
$4.5M450.0K
0.4%
New
New position
50Invest Green Acquisition Cor
CL A ORD SHS
$4.5M450.0K
0.4%
New
New position
Showing 50 of 427 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026427$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026371$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025178$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025154$931.3M13F-HR
Q1 2025Mar 31, 2025May 15, 2025156$924.9M13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025154$905.0M13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024161$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024142$1.3B13F-HR
Q1 2024Mar 31, 2024May 15, 2024163$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024176$1.5B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023167$1.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023217$1.4B13F-HR
Q1 2023Mar 31, 2023May 15, 2023247$1.5B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023348$1.8B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022373$1.7B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022520$2.0B13F-HR
Q1 2022Mar 31, 2022May 16, 2022456$1.9B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022514$1.7B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021351$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021326$971.5M13F-HR/A
Q1 2021Mar 31, 2021May 17, 2021310$990.9M13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021100$730.7M13F-HR
Q3 2020Sep 30, 2020Nov 16, 202052$791.1M13F-HR
Amended / restated
  • Q2 2021 · filed Aug 16, 202113F-HR · superseded

Manager

P
Philippe Laffont
Founder since 1999

Founder of Coatue Management.

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.