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Portfolio (Quarterly) Guide ↗

PANAGORA ASSET MANAGEMENT INC

· CIK 0000883677
13F Portfolio $26.7B AUM 1,159 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 439 Added 330 Reduced 140 Exited
Page 5 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL COLGATE PALMOLIVE CO Consumer Defensive 341,668.0 $29.1M 0.11% +5K +1.4% $85.23 +5.5%
82 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 461,193.0 $28.9M 0.11% +425K +1182.7% $62.70 +17.9%
83 MEDP MEDPACE HLDGS INC Healthcare 60,028.0 $28.8M 0.11% +5K +9.8% $480.19 -13.5%
84 AROC ARCHROCK INC Energy 803,608.0 $28.0M 0.10% +195K +32.0% $34.80 +11.0%
85 ZS ZSCALER INC Technology 197,498.0 $27.7M 0.10% +13K +6.9% $140.29 +14.8%
86 RNG RINGCENTRAL INC Technology 731,981.0 $27.2M 0.10% +224K +44.0% $37.19 +10.4%
87 MANH MANHATTAN ASSOCIATES INC Technology 204,380.0 $27.2M 0.10% +47K +29.6% $133.12 -1.4%
88 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 143,499.0 $27.1M 0.10% +50K +53.0% $189.05 +21.0%
89 KLAC KLA CORP Technology 18,359.0 $27.0M 0.10% +3K +16.9% $1472.41 +22.5%
90 JLL JONES LANG LASALLE INC Real Estate 88,433.0 $26.9M 0.10% +7K +8.8% $304.32 -5.3%
91 WDC WESTERN DIGITAL CORP Technology 96,741.0 $26.2M 0.10% +58K +151.4% $270.49 +78.2%
92 BIIB BIOGEN INC Healthcare 142,065.0 $26.0M 0.10% +139K +4335.4% $183.33 +5.2%
93 BILI BILIBILI INC Technology 1,145,869.0 $25.9M 0.10% +276K +31.8% $22.56 -13.0%
94 SF STIFEL FINL CORP Financial Services 334,997.0 $24.8M 0.09% +134K +66.7% $73.92 +0.6%
95 CPRT COPART INC Industrials 739,923.0 $24.6M 0.09% +724K +4691.6% $33.20 -2.7%
96 ATI ATI INC Industrials 165,531.0 $24.1M 0.09% +140K +550.8% $145.46 +2.9%
97 MUSA MURPHY USA INC Consumer Cyclical 47,555.0 $23.5M 0.09% +36K +295.3% $493.97 +13.7%
98 UHS UNIVERSAL HLTH SVCS INC Healthcare 131,109.0 $23.5M 0.09% +123K +1603.8% $178.97 -5.8%
99 NET CLOUDFLARE INC Technology 113,163.0 $23.4M 0.09% +87K +338.2% $206.34 -4.3%
100 NVR NVR INC Consumer Cyclical 3,538.0 $23.3M 0.09% +3K +922.5% $6589.83 -15.6%
Page 5 of 22  ·  439 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 12.2%
Healthcare 10.0%
Consumer Cyclical 9.0%
Communication Services 9.0%
Industrials 8.8%
Consumer Defensive 5.2%
Energy 4.6%
Basic Materials 3.3%
Utilities 3.0%