Union Square Park Capital Management, LLC

data from 31/03/2026

Capitalization

$ 226.338 M

8.81%

Performance

$ -13.144 M

5.57%

Average holding period

4 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Union Square Park Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 10.06% 22.762 M $ 35000 2025/06/30 -1.421 M $ -4.63 %
2026/03/31 HYG ISHARES TR 7.03% 15.912 M $ 200000 2026/03/31 0.000 $ 0.00 %
2026/03/31 QQQ INVESCO QQQ TR 5.10% 11.544 M $ 20000 2025/09/30 -1.856 M $ -6.04 %
2026/03/31 IWM ISHARES TR 4.93% 11.160 M $ 45000 2023/06/30 36.800 K $ 0.75 %
2026/03/31 RIDENOW GROUP INC 4.47% 10.116 M $ 1432821 2023/09/30 2.445 M $ 27.90 %
2026/03/31 RH RH 4.02% 9.088 M $ 65000 2020/12/31 -2.163 M $ -21.95 %
2026/03/31 TDOC TELADOC HEALTH INC 3.09% 7.000 M $ 1000000 2025/06/30 -1.550 M $ -22.14 %
2026/03/31 PTON PELOTON INTERACTIVE INC 2.84% 6.435 M $ 1500000 2024/03/31 -2.057 M $ -30.36 %
2026/03/31 ESTA ESTABLISHMENT LABS HLDGS INC 2.63% 5.962 M $ 105000 2024/03/31 -1.449 M $ -22.09 %
2026/03/31 PYPL PAYPAL HLDGS INC 2.51% 5.692 M $ 97500 2025/03/31 -1.282 M $ -22.52 %
2026/03/31 LYFT LYFT INC 2.10% 4.746 M $ 245000 2025/09/30 -1.487 M $ -31.34 %
2026/03/31 AIV APARTMENT INVT & MGMT CO 2.02% 4.579 M $ 1125000 2025/09/30 -1.216 M $ -31.48 %
2026/03/31 ILPT INDUSTRIAL LOGISTICS PPTYS T 1.91% 4.333 M $ 762838 2023/06/30 130.199 K $ 2.53 %
2026/03/31 COMP COMPASS INC 1.86% 4.203 M $ 575000 2024/03/31 -2.175 M $ -30.84 %
2026/03/31 ABNB AIRBNB INC 1.80% 4.072 M $ 30000 2025/12/31 -283.199 K $ -6.96 %
2026/03/31 LYFT LYFT INC 1.76% 3.990 M $ 300000 2025/06/30 -1.518 M $ -31.34 %
2026/03/31 ABNB AIRBNB INC 1.67% 3.788 M $ 30000 2025/09/30 -283.199 K $ -6.96 %
2026/03/31 DBI DESIGNER BRANDS INC 1.64% 3.715 M $ 500000 2025/09/30 -869.999 K $ -23.42 %
2026/03/31 SPWH SPORTSMANS WHSE HLDGS INC 1.62% 3.667 M $ 2600802 2021/12/31 -118.934 K $ -3.42 %
2026/03/31 COMP COMPASS INC 1.40% 3.171 M $ 300000 2025/09/30 -978.000 K $ -30.84 %
2026/03/31 NBIS NEBIUS GROUP N.V. 1.38% 3.113 M $ 30000 2026/03/31 0.000 $ 0.00 %
2026/03/31 CTRI CENTURI HOLDINGS INC 1.29% 2.921 M $ 100000 2025/09/30 396.000 K $ 15.68 %
2026/03/31 QCOM QUALCOMM INC 1.13% 2.566 M $ 15000 2025/12/31 -634.050 K $ -24.71 %
2026/03/31 VRT VERTIV HOLDINGS CO 1.11% 2.506 M $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 HGV HILTON GRAND VACATIONS INC 1.09% 2.461 M $ 55000 2021/06/30 -309.650 K $ -12.58 %
2026/03/31 AVGO BROADCOM INC 1.03% 2.321 M $ 7500 2025/12/31 -128.065 K $ -10.57 %
2026/03/31 ITA ISHARES TR 0.97% 2.188 M $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 CZR CAESARS ENTERTAINMENT INC NE 0.93% 2.114 M $ 80000 2022/12/31 1.034 M $ 13.00 %
2026/03/31 SSTK SHUTTERSTOCK INC 0.93% 2.101 M $ 110000 2025/12/31 -273.900 K $ -13.04 %
2026/03/31 AMZN AMAZON COM INC 0.92% 2.083 M $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 AMD ADVANCED MICRO DEVICES INC 0.90% 2.034 M $ 10000 2025/03/31 -107.299 K $ -5.01 %
2026/03/31 ENVIRI CORP 0.87% 1.962 M $ 100000 2025/12/31 1.885 M $ 58.43 %
2026/03/31 LION LIONSGATE STUDIOS CORP 0.85% 1.918 M $ 200000 2025/06/30 137.999 K $ 5.04 %
2026/03/31 DELL DELL TECHNOLOGIES INC 0.83% 1.888 M $ 15000 2025/03/31 573.750 K $ 30.39 %
2026/03/31 ANET ARISTA NETWORKS INC 0.81% 1.842 M $ 15000 2025/03/31 -82.500 K $ -6.30 %
2026/03/31 DDOG DATADOG INC 0.78% 1.771 M $ 15000 2025/03/31 -134.550 K $ -13.19 %
2026/03/31 FCX FREEPORT MCMORAN INC 0.78% 1.763 M $ 30000 2026/03/31 0.000 $ 0.00 %
2026/03/31 PYPL PAYPAL HLDGS INC 0.77% 1.751 M $ 30000 2023/12/31 -394.500 K $ -22.52 %
2026/03/31 MU MICRON TECHNOLOGY INC 0.75% 1.689 M $ 5000 2025/12/31 262.149 K $ 18.37 %
2026/03/31 META META PLATFORMS INC 0.73% 1.650 M $ 2500 2025/03/31 -219.900 K $ -13.33 %
2026/03/31 BILL BILL HOLDINGS INC 0.72% 1.636 M $ 30000 2025/12/31 -487.200 K $ -29.78 %
2026/03/31 MNRO MONRO INC 0.71% 1.604 M $ 100000 2026/03/31 0.000 $ 0.00 %
2026/03/31 TLN TALEN ENERGY CORP 0.71% 1.596 M $ 5000 2025/03/31 -278.049 K $ -14.84 %
2026/03/31 VST VISTRA CORP 0.66% 1.503 M $ 10000 2025/03/31 -110.000 K $ -6.82 %
2026/03/31 CORZ CORE SCIENTIFIC INC NEW 0.66% 1.496 M $ 100000 2026/03/31 0.000 $ 0.00 %
2026/03/31 NRG NRG ENERGY INC 0.65% 1.461 M $ 10000 2025/03/31 -131.000 K $ -8.23 %
2026/03/31 GOOG ALPHABET INC 0.63% 1.434 M $ 5000 2025/03/31 0.000 $ 0.00 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 0.62% 1.396 M $ 5000 2025/03/31 -370.099 K $ -20.95 %
2026/03/31 CHKP CHECK POINT SOFTWARE TECH LT 0.61% 1.392 M $ 7500 2025/03/31 -320.325 K $ -23.02 %
2026/03/31 NTAP NETAPP INC 0.59% 1.339 M $ 12500 2025/12/31 -58.750 K $ -4.39 %
2026/03/31 DRS LEONARDO DRS INC 0.59% 1.336 M $ 30000 2026/03/31 0.000 $ 0.00 %
2026/03/31 CARR CARRIER GLOBAL CORPORATION 0.58% 1.321 M $ 25000 2025/12/31 86.749 K $ 6.57 %
2026/03/31 AAPL APPLE INC 0.56% 1.269 M $ 5000 2026/03/31 0.000 $ 0.00 %
2026/03/31 LHX L3HARRIS TECHNOLOGIES INC 0.53% 1.208 M $ 3500 2026/03/31 0.000 $ 0.00 %
2026/03/31 UAL UNITED AIRLS HLDGS INC 0.51% 1.151 M $ 12500 2026/03/31 0.000 $ 0.00 %
2026/03/31 SKY CHAMPION HOMES INC 0.49% 1.116 M $ 15000 2026/03/31 0.000 $ 0.00 %
2026/03/31 AAL AMERICAN AIRLINES GROUP INC 0.47% 1.074 M $ 100000 2026/03/31 0.000 $ 0.00 %
2026/03/31 GTEN GORES HLDGS X INC 0.45% 1.025 M $ 100000 2025/09/30 -999.000 $ -0.10 %
2026/03/31 MHK MOHAWK INDS INC 0.44% 984.600 K $ 10000 2024/03/31 0.000 $ 0.00 %
2026/03/31 GNRC GENERAC HLDGS INC 0.43% 976.650 K $ 5000 2026/03/31 0.000 $ 0.00 %
2026/03/31 MSFT MICROSOFT CORP 0.43% 967.240 K $ 2000 2025/12/31 -226.899 K $ -23.46 %
2026/03/31 ONDS ONDAS INC 0.40% 904.000 K $ 100000 2026/03/31 0.000 $ 0.00 %
2026/03/31 JBLU JETBLUE AIRWAYS CORP 0.39% 884.000 K $ 200000 2026/03/31 0.000 $ 0.00 %
2026/03/31 LEN LENNAR CORP 0.38% 868.400 K $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 JHX JAMES HARDIE INDS PLC 0.38% 852.300 K $ 45000 2026/03/31 0.000 $ 0.00 %
2026/03/31 BLDR BUILDERS FIRSTSOURCE INC 0.36% 823.300 K $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 QUINCE THERAPEUTICS INC 0.33% 752.899 K $ 224746 2025/06/30 314.644 K $ 41.79 %
2026/03/31 GRBK GREEN BRICK PARTNERS INC 0.28% 644.500 K $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 CTLP CANTALOUPE INC 0.25% 570.666 K $ 53735 2025/12/31 10.209 K $ 1.79 %
2026/03/31 LASR NLIGHT INC 0.25% 570.200 K $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 HOV HOVNANIAN ENTERPRISES INC 0.25% 554.550 K $ 5000 2026/03/31 0.000 $ 0.00 %
2026/03/31 LPTH LIGHTPATH TECHNOLOGIES INC 0.22% 501.500 K $ 50000 2026/03/31 0.000 $ 0.00 %
2026/03/31 OPRT OPORTUN FINL CORP 0.20% 461.000 K $ 100000 2026/03/31 0.000 $ 0.00 %
2026/03/31 AVAV AEROVIRONMENT INC 0.20% 457.625 K $ 2500 2026/03/31 0.000 $ 0.00 %
2026/03/31 JBLU JETBLUE AIRWAYS CORP 0.20% 442.000 K $ 100000 2026/03/31 0.000 $ 0.00 %
2026/03/31 GDEN GOLDEN ENTMT INC 0.19% 440.206 K $ 16190 2023/03/31 -8.095 K $ -1.84 %
2026/03/31 MOG-A MOOG INC 0.19% 438.960 K $ 1500 2026/03/31 0.000 $ 0.00 %
2026/03/31 FTHM FATHOM HOLDINGS INC 0.09% 192.362 K $ 362879 2025/09/30 -183.104 K $ -47.51 %
2026/03/31 FOLD HLDGS INC 0.05% 117.652 K $ 89130 2025/06/30 -854.756 K $ -367.43 %