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Matisse Capital

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001668256

$249.8M

disclosed book value

158

positions

4.2%

largest position share

Positions, as of 2026-06-30

top 100 of 158 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC35,994$10.4M4.2%
2DGROISHARES TR111,661$8.5M3.4%
3LRCXLAM RESEARCH CORP18,130$7.9M3.1%
4XPCQXPIMCO CALIF MUN INCOME FD848,717$7.6M3%
5ASCENDIS PHARMA A/S28,107$7.5M3%
6TWNTAIWAN FD INC69,437$6.7M2.7%
7FSCOFS CREDIT OPPORTUNITIES CORP1.2M$6.2M2.5%
8KFKOREA FD INC82,265$6.2M2.5%
9XFLTXAI FLOATING RATE & ALTER IN346,096$6.1M2.4%
10FSSLFS SPECIALTY LENDING FD519,000$5.8M2.3%
11MSFTMICROSOFT CORP13,588$5.1M2%
12NXDTNEXPOINT DIVERSIFIED REL ET923,630$4.8M1.9%
13GOOGLALPHABET INC12,975$4.6M1.9%
14HFROHIGHLAND OPPS & INCOME FD617,000$4.4M1.8%
15PNIPIMCO NEW YORK MUN FD II618,726$4.4M1.8%
16RGTROYCE GLOBAL TRUST INC291,000$4.1M1.7%
17STEWSRH TOTAL RETURN FUND INC226,000$4.0M1.6%
18HGLBHIGHLAND GLOBAL ALLOCATION F525,000$3.9M1.6%
19BPREBLUEROCK PVT REAL ESTATE FD300,000$3.9M1.6%
20TDFTEMPLETON DRAGON FD INC341,875$3.7M1.5%
21SWZTOTAL RETURN SECURITIES FUND609,000$3.6M1.4%
22VBKVANGUARD INDEX FDS9,554$3.5M1.4%
23CETCENTRAL SECS CORP65,000$3.4M1.4%
24DMADESTRA MULTI-ALTERNATIVE FD455,000$3.4M1.4%
25MXEMEXICO EQUITY & INCOME FD237,827$3.1M1.2%
26GEVGE VERNOVA INC2,613$3.1M1.2%
27AMZNAMAZON COM INC11,305$2.7M1.1%
28VBRVANGUARD INDEX FDS10,652$2.6M1%
29MXFMEXICO FD INC105,493$2.3M0.9%
30BIVVANGUARD BD INDEX FDS28,954$2.2M0.9%
31GLOCLOUGH GLOBAL OPPORTUNITIES356,008$2.2M0.9%
32NBXGNEUBERGER NEXT GENERATION129,790$2.1M0.9%
33XCAFXMORGAN STANLEY CHINA A SH FD98,526$2.1M0.8%
34EEAEUROPEAN EQUITY FD INC188,070$2.1M0.8%
35GOOGALPHABET INC5,840$2.1M0.8%
36WIWWESTERN AST INFL LKD OPP & I230,000$1.9M0.8%
37JFRNUVEEN FLOATING RATE INCOME250,000$1.9M0.8%
38VVRINVESCO SR INCOME TR620,000$1.9M0.7%
39BGXBLACKSTONE LONG SHORT CR INC170,000$1.8M0.7%
40XJQCXNUVEEN CR STRATEGIES INCOME380,000$1.8M0.7%
41EVFEATON VANCE SR INCOME TR370,000$1.8M0.7%
42NVDANVIDIA CORPORATION9,190$1.8M0.7%
43XVFLXABRDN NATL MUN INCOME FD174,693$1.8M0.7%
44BRK/BBERKSHIRE HATHAWAY INC DEL3,558$1.8M0.7%
45METAMETA PLATFORMS INC3,147$1.8M0.7%
46DISVDIMENSIONAL ETF TRUST44,100$1.8M0.7%
47TSMTAIWAN SEMICONDUCTOR MANUFAC3,635$1.7M0.7%
48DFEVDIMENSIONAL ETF TRUST39,760$1.7M0.7%
49EATON CORP PLC3,959$1.7M0.7%
50JEPIJ P MORGAN EXCHANGE TRADED F28,323$1.6M0.6%
51GLVCLOUGH GLOBAL DIVID & INCOME240,785$1.6M0.6%
52JPMJPMORGAN CHASE & CO4,839$1.6M0.6%
53EEMISHARES TR22,990$1.6M0.6%
54EXMOCEXXON MOBIL CORP10,564$1.4M0.6%
55JOHNSON CONTROLS INTERNATION9,705$1.4M0.6%
56SFMSPROUTS FMRS MKT INC16,442$1.4M0.6%
57EMBISHARES TR14,361$1.4M0.6%
58ADIANALOG DEVICES INC3,406$1.4M0.5%
59NTAPNETAPP INC8,699$1.3M0.5%
60INTCINTEL CORP9,524$1.3M0.5%
61NBHNEUBERGER MUN FD INC123,161$1.3M0.5%
62DHYCREDIT SUISSE HIGH YIELD CRE728,498$1.3M0.5%
63COSTCOSTCO WHOLESALE CORPORATION1,369$1.3M0.5%
64BEBLOOM ENERGY CORP4,200$1.3M0.5%
65THNQEXCHANGE TRADED CONCEPTS TRU13,427$1.2M0.5%
66FMNFEDERATED HERMES PREM MUNI I105,041$1.2M0.5%
67WMTWALMART INC10,628$1.2M0.5%
68BWGBRANDYWINEGBL GBL INCM OPP F145,866$1.2M0.5%
69MINVMATTHEWS ASIA FDS18,505$1.1M0.4%
70XEFRXEATON VANCE SR FLTNG RTE TR100,012$1.1M0.4%
71SOFISOFI TECHNOLOGIES INC58,563$1.1M0.4%
72ARTYISHARES TR12,059$918,4300.4%
73BLKBLACKROCK INC940$903,8660.4%
74ACMAECOM12,611$880,2480.4%
75FDXFEDEX CORP2,800$876,7640.4%
76QCOMQUALCOMM INC4,727$873,5020.3%
77MUCBLACKROCK MUNIHLDNGS CALI78,518$862,9130.3%
78IDEVISHARES TR9,632$857,3440.3%
79DEDEERE & CO1,279$811,3080.3%
80VEAVANGUARD TAX-MANAGED FDS11,228$799,9950.3%
81VOOVANGUARD INDEX FDS1,149$789,2710.3%
82NKENIKE INC19,058$782,3310.3%
83DGSWISDOMTREE TR11,518$745,3300.3%
84VFHVANGUARD WORLD FD5,611$738,4080.3%
85BSVVANGUARD BD INDEX FDS8,823$687,4000.3%
86IONQIONQ INC12,645$673,4730.3%
87QTUMETF SER SOLUTIONS4,042$668,5310.3%
88SPYSTATE STR SPDR S&P 500 ETF T882$658,3530.3%
89MAMASTERCARD INCORPORATED1,277$655,8670.3%
90EMLCVANECK ETF TRUST24,900$636,4440.3%
91HDHOME DEPOT INC1,702$600,2610.2%
92ELVELEVANCE HEALTH INC FORMERLY1,550$599,4320.2%
93LMTLOCKHEED MARTIN CORP1,139$580,2750.2%
94ASML HLDG NV285$566,9900.2%
95MYNBLACKROCK MUNIYIELD N Y QUAL54,972$557,9660.2%
96VSTVISTRA CORP3,500$555,2050.2%
97IBKRINTERACTIVE BROKERS GROUP IN6,300$548,3520.2%
98CSXCSX CORP11,272$535,7580.2%
99MEMMATTHEWS ASIA FDS11,700$529,5700.2%
100SPRYARS PHARMACEUTICALS INC65,701$526,2650.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.