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HURRICANE CAPITAL ADVISORS LLC — 13F Holdings & Portfolio

CIK 1900625 · latest 13F-HR filed 2026-11-03

Backtest portfolio

HURRICANE CAPITAL ADVISORS LLC manages $410.5M in 13F-reported U.S. long-equity assets across 831 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (6.82%), GRND (4.83%), PRCH (3.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 236 new positions and exited 189; 264 existing positions rose in reported value and 137 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$410.5M

Long-equity book

Holdings
831

Distinct positions

Period
2026-06-30

Filed 2026-11-03

Q/Q Activity
+236 / −189 / ↑264 / ↓137

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
GRND5.6% · +10%PRCH3.6% · +236%SRTA3.4% · +8%SGOV2.8% · newSPY2.4% · +404%LLY2.2% · +468%GS1.9% · +2100%AVPT1.9% · 0%MU1.7% · -74%INTC1.7% · +162%SNDK1.6% · +1%CLBT1.4% · newAMAT1.4% · +131%STX1.2% · +502%GOOGL1.1% · +38%LQDA0.9% · -24%CSCO0.9% · +1390%NESR0.9% · +58%ICHR0.8% · +103%LITE0.7% · -2%XNDU0.7% · -60%MXL0.7% · newGEV0.7% · -54%GE0.7% · newNBIS0.6% · +22%AMD0.6% · +6270%BARK0.6% · -95%CRDO0.6% · newTECK0.6% · newCNC0.6% · newTER0.5% · -77%SNEX0.5% · +6%PARR0.5% · +74%PUMP0.5% · +147%BAC0.5% · +541%CSTM0.5% · -2%AMZN0.5% · -13%CLS0.5% · +72%UCTT0.5% · -51%XOM0.5% · +104%TTE0.5% · newNVDA0.4% · -85%ENPH0.4% · +139%BRK.A0.4% · 0%VICR0.4% · -56%GM0.4% · +19%VPG0.4% · newTTMI0.4% · -57%BAND0.4% · newXBI0.4% · newFLEX0.4% · newDAR0.4% · newVSEC0.4% · newWTTR0.4% · +56%ON0.4% · newABNB0.4% · +24%MSFT0.4% · +5%TE0.4% · +1614%PBR0.4% · +34%TSEM0.4% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 20, 2026.

Assets Under Management
$602.7M
Discretionary
$602.7M
Employees
25
Accounts
29
Address
650 5TH AVE
12TH FLOOR
NEW YORK, NY 10019
Phone
(212) 702-7101
Website
Name Title / Status Ownership Type
DESALVO, MATTHEW, STEVEN ControlPARTNER
since Mar 2021
10–25%Individual
NAPOLI, CHRISTOPHER, NMN ControlFOUNDER, MANAGING MEMBER
since Jan 2021
25–50%Individual
WOLFBERG, ADAM, JEFFERY ControlFOUNDER, MANAGING MEMBER
since Jan 2021
25–50%Individual
SLOMIENSKI, MATTHEW, KENNETHCHIEF COMPLIANCE OFFICER
since Jun 2026
Less than 5%Individual
Ownership & leadership changes · 6 filings with changes since Oct 7, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 20, 2026 filing
  • No longer listedMITCHELL, JOSEPH, METZ · CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR · Less than 5% · listed since Jan 2021
  • AddedSLOMIENSKI, MATTHEW, KENNETH · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 29, 2024 filing
  • No longer listedGRANT, KENNETH, L · DIRECTOR · Less than 5% · control person · listed since Jan 2021
  • ChangedMITCHELL, JOSEPH, METZ · title CHIEF COMPLIANCE OFFICER & VP FINANCE → CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR
Jun 22, 2023 filing
  • ChangedDESALVO, MATTHEW, STEVEN · title DIRECTOR → PARTNER; ownership Less than 5% → 10–25%
  • ChangedGRANT, KENNETH, L · title MANAGING MEMBER → DIRECTOR; ownership 25–50% → Less than 5%
  • ChangedNAPOLI, CHRISTOPHER, NMN · title COO → FOUNDER, MANAGING MEMBER
  • ChangedWOLFBERG, ADAM, JEFFERY · title MANAGING MEMBER → FOUNDER, MANAGING MEMBER
May 19, 2023 filing
  • No longer listedGOODMAN, IAN · MANAGING MEMBER · 25–50% · control person · listed since Jan 2021
Mar 31, 2023 filing
  • AddedDESALVO, MATTHEW, STEVEN · DIRECTOR · Less than 5% · control person
Mar 21, 2022 filing
  • AddedMITCHELL, JOSEPH, METZ · CHIEF COMPLIANCE OFFICER & VP FINANCE · Less than 5%
Oct 7, 2021 filing (earliest on record)
  • ListedGOODMAN, IAN · MANAGING MEMBER · 25–50% · control person
  • ListedGRANT, KENNETH, L · MANAGING MEMBER · 25–50% · control person
  • ListedNAPOLI, CHRISTOPHER, NMN · COO · 25–50% · control person
  • ListedWOLFBERG, ADAM, JEFFERY · MANAGING MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 264 →

Top Trims

Show all 137 →

New Positions

Show all 236 →

Exited Positions

Show all 189 →

HURRICANE CAPITAL ADVISORS LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $28.0M 6.82% 37,500 SH
2 GRINDR INC GRND 39854F101 $19.8M 4.83% 1,379,564 SH
3 PORCH GROUP INC PRCH 733245104 $12.6M 3.08% 840,000 SH
4 STRATA CRITICAL MEDICAL INC SRTA 092667104 $11.9M 2.90% 2,260,771 SH
5 ISHARES TR SGOV 46436E718 $9.8M 2.39% 97,500 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.7M 2.11% 11,600 SH
7 ELI LILLY & CO LLY 532457108 $7.6M 1.86% 6,355 SH
8 AVEPOINT INC AVPT 053604104 $6.7M 1.62% 595,000 SH
9 GOLDMAN SACHS GROUP INC GS 38141G104 $6.4M 1.55% 6,300 SH
10 INTEL CORP INTC 458140100 $5.9M 1.45% 42,600 SH
11 SANDISK CORP SNDK 80004C200 $5.8M 1.41% 2,540 SH
12 MICRON TECHNOLOGY INC MU 595112103 $5.1M 1.25% 4,454 SH
13 CELLEBRITE DI LTD CLBT M2197Q107 $5.1M 1.24% 350,000 SH
14 APPLIED MATLS INC AMAT 038222105 $5.1M 1.23% 7,000 SH
15 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.3M 1.06% 4,492 SH
16 LIQUIDIA CORPORATION LQDA 53635D202 $3.3M 0.81% 41,947 SH
17 CISCO SYS INC CSCO 17275R102 $3.2M 0.77% 26,827 SH
18 ISHARES TR Put TLT 464287432 $3.1M 0.76% 36,000 SH
19 NATIONAL ENERGY SERVICES REU NESR G6375R107 $3.0M 0.74% 101,868 SH
20 ICHOR HOLDINGS ICHR G4740B105 $2.9M 0.71% 26,028 SH
21 BROOKFIELD CORP Put BN 11271J107 $2.8M 0.69% 66,600 SH
22 LUMENTUM HLDGS INC LITE 55024U109 $2.7M 0.65% 3,092 SH
23 XANADU QUANTUM TECHNOLO LTD XNDU 98390R102 $2.4M 0.58% 198,000 SH
24 MAXLINEAR INC MXL 57776J100 $2.4M 0.58% 18,651 SH
25 ALPHABET INC GOOGL 02079K305 $2.4M 0.58% 6,680 SH
26 GE VERNOVA INC GEV 36828A101 $2.3M 0.57% 2,000 SH
27 GE AEROSPACE GE 369604301 $2.3M 0.56% 6,200 SH
28 NEBIUS GROUP N.V. NBIS N97284108 $2.2M 0.54% 8,012 SH
29 ADVANCED MICRO DEVICES INC AMD 007903107 $2.2M 0.53% 3,756 SH
30 BARK INC BARK 68622E203 $2.1M 0.52% 214,795 SH
31 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $2.1M 0.52% 7,872 SH
32 TECK RESOURCES LTD TECK 878742204 $2.1M 0.51% 35,000 SH
33 CENTENE CORP DEL CNC 15135B101 $2.0M 0.48% 30,622 SH
34 TERADYNE INC TER 880770102 $1.9M 0.47% 4,000 SH
35 STONEX GROUP INC SNEX 861896108 $1.9M 0.47% 16,123 SH
36 PAR PAC HOLDINGS INC PARR 69888T207 $1.8M 0.43% 31,287 SH
37 PROPETRO HLDG CORP PUMP 74347M108 $1.7M 0.42% 120,217 SH
38 BANK OF AMER CORP BAC 060505104 $1.7M 0.42% 30,217 SH
39 CONSTELLIUM SE CSTM F21107101 $1.7M 0.42% 53,472 SH
40 CELESTICA INC CLS 15101Q207 $1.6M 0.40% 4,484 SH
41 ULTRA CLEAN HLDGS INC UCTT 90385V107 $1.6M 0.40% 11,459 SH
42 TOTALENERGIES SE TTE F92124100 $1.6M 0.39% 20,509 SH
43 ENPHASE ENERGY INC ENPH 29355A107 $1.5M 0.37% 30,800 SH
44 BERKSHIRE HATHAWAY INC DEL Put BRK.B 084670702 $1.5M 0.37% 3,000 SH
45 FIREFLY AEROSPACE INC Call FLY 31816X106 $1.5M 0.37% 51,000 SH
46 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.36% 2 SH
47 VICOR CORP VICR 925815102 $1.5M 0.36% 3,932 SH
48 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.36% 10,840 SH
49 GENERAL MTRS CO GM 37045V100 $1.5M 0.36% 19,074 SH
50 ALPHABET INC GOOGL 02079K305 $1.5M 0.36% 4,080 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-11-03 $410.5M 831 0001900625-26-000016
2026-03-31 2026-11-03 $320.9M 763 0001900625-26-000015
Filer Information
Address
650 5TH AVENUE
NEW YORK, NY 10019
Phone
(212) 702-7101
Filing Manager
HURRICANE CAPITAL ADVISORS LLC
NEW YORK, NY
Signatory
Matthew Slomienski
Chief Compliance Officer