Arkolith/Funds/Mangrove Partners Im, LLC

Mangrove Partners Im, LLC

Philippe Laffont CIK 1535392Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Mangrove Partners Im, LLC holds a diversified book of 426 stocks worth $1.5B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Acadia Healthcare Co Inc and trimmed Indivior Pharmaceuticals Inc. Their largest long position is Indivior Pharmaceuticals Inc at 7% of the equity book.

Opened
383
bought for the first time
Added to
41
already held, bought more
Trimmed
61
sold some, still holds it
Sold out
200
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
62%

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

Direct sector allocation

85% mapped to company sectors

Financials
20%
ETF / fund or unclassified
15%
Communication Services
11%
Industrials
11%
Consumer Discretionary
10%
Information Technology
8%
Health Care
7%
Utilities
6%

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

Funds with the most overlap

Other tracked managers holding the same core names as Mangrove Partners Im, LLC

Manager / fundShared namesTheir $ in those
BNP PARIBAS FINANCIAL MARKETS60 / 80$2.4B
MORGAN STANLEY57 / 80$15.1B
TWO SIGMA INVESTMENTS, LP54 / 80$775.8M
Schonfeld Strategic Advisors LLC49 / 80$120.4M
Clear Street Group Inc.49 / 80$58.0M
Magnetar Financial LLC48 / 80$469.5M
D. E. Shaw & Co., Inc.44 / 80$851.7M
TORONTO DOMINION BANK43 / 80$324.3M

Ranked by how many of Mangrove Partners Im, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

426 positions
#SecurityValueShares% PortLast moveHistory
1Indivior Pharmaceuticals Inc
COM
$109.8M2.68M
7.2%
▼−2.4%
Reduced · −66K sh
2Vistance Networks Inc
COM
$91.5M7.16M
6.0%
▲599×
Added · +7.1M sh
3Atmus Filtration Technologie
COM
$61.8M1.21M
4.1%
▼−7.9%
Reduced · −104K sh
4Flywire Corporation
COM VTG
$52.4M2.98M
3.4%
▼−1.0%
Reduced · −31K sh
5Millicom Intl Cellular S A
COM STK
$50.5M556.5K
3.3%
—Held
6Rex American Res Corp
COM
$45.8M1.02M
3.0%
—Held
7Keurig DR Pepper Inc
COM
$44.7M1.36M
2.9%
—Held
8Millrose Pptys Inc
COM CL A
$41.5M1.38M
2.7%
—Held
9Acadia Healthcare Company In
COM
$41.2M1.40M
2.7%
▲New
New position
10PG&E Corp
COM
$40.6M2.41M
2.7%
—Held
11Union Pac Corp
COM
$40.3M148.1K
2.6%
—Held
12Oneok Inc New
COM
$40.1M461.7K
2.6%
—Held
13Compass Diversified
SH BEN INT
$39.3M3.68M
2.6%
—Held
14Aptiv PLC
COM SHS
$37.7M613.4K
2.5%
▲New
New position
15Genuine Parts Co
COM
$37.4M316.8K
2.5%
—Held
16Bio Rad Labs Inc
CL A
$37.3M127.2K
2.5%
▲+0.3%
Added · +338 sh
17Open Text Corp
COM
$36.3M1.64M
2.4%
▲+65%
Added · +645K sh
18Grayscale Ethereum Staking
SHS NEW
$33.6M2.23M
2.2%
▼−37%
Reduced · −1.3M sh
19Bel Fuse Inc
CL A
$30.5M104.7K
2.0%
▲82×
Added · +103K sh
20Bill Holdings Inc
COM
$30.3M839.0K
2.0%
—Held
21News Corp New
CL A
$29.6M1.19M
1.9%
—Held
22Ishares TR
RUSSELL 2000 ETF
$27.7M92.2K
1.8%
▲New
New position
23Fidelity Natl Information SV
COM
$25.6M657.7K
1.7%
—Held
24Apartment Invt & Mgmt Co
CL A
$13.2M4.46M
0.9%
▲New
New position
25Disciplined Growth
UNIT 99/99/9999
$7.5M750.0K
0.5%
▲New
New position
26Harvard Ave Acquisition Corp
USD CL A ORD SHS
$7.5M740.6K
0.5%
—Held
27Quantum Leap Acquisition Cor
CL A ORD SHS
$7.4M750.0K
0.5%
▲New
New position
28Greif Inc
CL A
$7.3M97.6K
0.5%
▲New
New position
29Clearthink 1 Acquisition Cor
UNIT 01/26/2031
$6.1M605.0K
0.4%
—Held
30Arc Group Acquisition I Corp
UNIT 04/01/2031
$5.9M575.0K
0.4%
▲New
New position
31K2 Cap Acquisition Corp
ORD SHS CL A
$5.9M590.0K
0.4%
—Held
32Breeze Acquisition Corp II
ORD SHS
$5.7M575.0K
0.4%
▲New
New position
33Cia Energetica De Minas Gera
SP ADR N-V PFD
$5.5M2.63M
0.4%
—Held
34Vernal Cap Acquisition Corp
UNIT 99/99/9999
$5.2M490.0K
0.3%
▲New
New position
35Emmis Acquisition Corp.
SHS CL A
$5.1M500.0K
0.3%
—Held
36Starlink AI Acquisition Corp
UNIT 99/99/9999
$5.1M500.0K
0.3%
▲New
New position
37Lightwave Acquisition Corp
USD CL A ORD SHS
$5.0M486.9K
0.3%
—Held
38Axiom Intelligence Ac Corp 1
ORD SHS CL A
$4.7M459.3K
0.3%
▼−49%
Reduced · −441K sh
39K&F Growth Acquisition Corp
SHS CL A
$4.7M450.0K
0.3%
—Held
40Copley Acquisition Corp
ORD SHS CL A
$4.7M450.0K
0.3%
—Held
41Collective Acquisition Corp
SHS CL A
$4.7M450.0K
0.3%
—Held
42Sizzle Acquisition Corp. II
USD CL A ORD SHS
$4.7M450.0K
0.3%
—Held
43Thayer Ventures Acq Corp II
CL A
$4.6M450.0K
0.3%
—Held
44Oyster Enterprises II Acquis
ORD SHS CL A
$4.6M450.0K
0.3%
—Held
45Silver Pegasus Acquisition C
SHS CL A
$4.6M450.0K
0.3%
—Held
46Indigo Acquisition Corp
ORD SHS
$4.6M450.0K
0.3%
—Held
47AI Infrastructure Acquisi
ORD SHS CL A
$4.6M450.0K
0.3%
—Held
48Pioneer Acquisition I Corp
CL A ORD SHS
$4.6M450.0K
0.3%
—Held
49RF Acquisition Corp III
ORD SHS
$4.6M465.0K
0.3%
—Held
50Vendome Acquisition Corp I
COM CL A
$4.6M450.0K
0.3%
—Held
Showing 50 of 426 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026426$1.5B13F-HR
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
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, 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.