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Sycale Advisors (ny) LLC

CIK:0001811522
Investment Adviser
$513M AUM
24 holdings
New York, NY, United States
Founded:2020
6 employees
Latest filing:Jun 30, 2025

Sycale Advisors (NY) LLC is a SEC-registered investment adviser headquartered in New York, NY, United States. The firm appears to be relatively small, reportedly employing about 6 staff. Its regulatory registration dates to 2020, serving mainly institutional clients as a portfolio manager. Sycale Advisors manages public equity and derivatives portfolios, and has reported hundreds of millions in regulatory assets under management.

Investment Strategy

Sycale Advisors (NY) LLC focuses on public equities and derivatives, building diversified portfolios that may include US-listed securities, options, international equities, and other liquid assets. The firm frequently holds positions in exchange-traded funds, technology stocks, industrial companies, and uses both long and short strategies via options and direct stock holdings. Their strategy emphasizes risk management and liquidity, commonly adjusting allocations based on market conditions to seek absolute returns for institutional clients.

Latest 13F Filing Activity

Sycale Advisors (ny) LLC filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions and 3 options positions with a total 13F market value of $457M. The fund increased holdings in Cae Inc., Verra Mobility Corp., Spotify Technology S A among other positions. Sycale Advisors (ny) LLC reduced exposure to Ferguson Enterprises Inc., Uber Technologies Inc., Nelnet Inc. among others.

Top Buys
C
CAECAE INC
+$12.0M
V
VRRMVERRA MOBILITY CORP
+$8.7M
S
SPOTSPOTIFY TECHNOLOGY S A
+$8.1M
G
GENIGENIUS SPORTS LIMITED
+$8.1M
M
MELIMERCADOLIBRE INC
+$7.4M
Top Sells
F
FERGFERGUSON ENTERPRISES INC
-$20.0M
U
UBERUBER TECHNOLOGIES INC
-$7.4M
N
NNINELNET INC
-$5.6M
S
SHCOSOHO HOUSE & CO INC
-$4.2M
E
EWWISHARES INC
+$2.1M

Top Holdings

C
CAECAE INC
+9.3%$42.4M
B
BURBURFORD CAP LTD
+5.8%$26.3M
V
VRRMVERRA MOBILITY CORP
+5.5%$25.3M
M
MSFTMICROSOFT CORP
+5.4%$24.7M
I
ICEINTERCONTINENTAL EXCHANGE IN
+4.4%$20.0M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CAE INC9.28%$42.4M1,447,625$20.60$29.27+$12.0M
BURFORD CAP LTD5.76%$26.3M1,844,310$12.08$14.26+$2.4M
VERRA MOBILITY CORP5.55%$25.3M997,828$24.13$25.39+$8.7M
MICROSOFT CORP5.42%$24.7M49,725$375.39$497.41+$3.4M
INTERCONTINENTAL EXCHANGE IN4.38%$20.0M109,102$129.29$183.47+$3.3M

Options Positions (3)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
SPDR S&P 500 ETF TRBought
Put
$89.6M1,450$617.85$588.20+507+$36.8M
ISHARES TRNew
Call
$29.5M3,339$88.25$88.25+3,339+$29.5M
CAE INCNew
Call
$13.3M4,525$29.27$29.27+4,525+$13.3M

Industry Allocation

MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES
+12.5%
PERSONAL CREDIT INSTITUTIONS
+6.7%
SERVICES-PREPACKAGED SOFTWARE
+6.3%
TRANSPORTATION SERVICES
+5.6%
FINANCE SERVICES
+4.5%