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ARISTEIA CAPITAL, L.L.C.

SEC Form 13F institutional filer · CIK 0001080171

13F-HR · 29 reported holdings · 2026-03-31

Reported long-US-equity value

$0.06B

Top-10 concentration

86.6%

ARISTEIA CAPITAL, L.L.C. — $61.6M AUM allocation strategy

ARISTEIA CAPITAL, L.L.C. files SEC Form 13F and reports $61.6M of long US equity value across 29 reported holdings for 2026-03-31.

Its largest sector bet is Communication Services 58.7%, followed by Financials 23.0% and Consumer Discretionary 5.1%.

The top 10 holdings account for 87% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

ARISTEIA CAPITAL, L.L.C. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$61.6M

total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

87% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$BX$ON$CVS

+$BX +17.3K sh · +$616K+$ON +9.15K sh · +$609K+$CVS +1.87K sh · +$87.9K

Biggest trims (shares)

$FOXA$NWS$AES

−$FOXA −368K sh · −$27.9M−$NWS −106K sh · −$3.6M−$AES −14K sh · −$212K

Added from nil (new positions)

$BLK$ECHO$AXP$NCLH$YUM

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$CCL$DDOG$VLO$EQT$EXE

$CCL ($125M last qtr)$DDOG ($6.78M last qtr)$VLO ($6.75M last qtr)$EQT ($6.73M last qtr)$EXE ($6.72M last qtr)

Sector allocation (share of reported value)

Communication Services 59%Financials 23%Consumer Discretionary 5%Information Technology 3%Health Care 3%Utilities 2%Industrials 1%Other holdings 5%SECTORS
  • $XLCCommunication Services58.7%
  • $XLFFinancials23.0%
  • $XLYConsumer Discretionary5.1%
  • $XLKInformation Technology3.1%
  • $XLVHealth Care2.6%
  • $XLUUtilities2.1%
  • $XLIIndustrials0.9%
  • Other holdings4.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Broadcasting 29%Publishing 28%Asset Management & Custody Banks 22%Hotels, Resorts & Cruise Lines 2%Wireless Telecommunication Services 2%Semiconductors 1%Consumer Finance 1%Restaurants 1%Other holdings 13%INDUSTRIES
  • Broadcasting29.1%
  • Publishing28.1%
  • Asset Management & Custody Banks21.7%
  • Hotels, Resorts & Cruise Lines2.3%
  • Wireless Telecommunication Services1.5%
  • Semiconductors1.4%
  • Consumer Finance1.2%
  • Restaurants1.1%
  • Other holdings13.5%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$FOXAFox Corporation338K$17.9M-368K29.1%
$NWSNews Corporation695K$17.3M-106K28.1%
$BLKBlackRock Inc153K$12.2M19.8%
$BXBlackstone Inc41.9K$1.14M+17.3K1.9%
$ECHOEchoStar Corporation7.79K$912K1.5%
$ONON Semiconductor Corporation14.7K$907K+9.15K1.5%
$AXPAmerican Express Company42.4K$791K1.3%
$NCLHNorwegian Cruise Line Holdings Ltd41K$766K1.2%
$YUMYum! Brands Inc4.57K$711K1.2%
$VSTVistra Corp4.39K$659K+3791.1%

…and 19 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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