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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 22,079 $630K 0.00% SOLD
82 MKTX MARKETAXESS HLDGS INC Financial Services 3,430 $622K 0.00% SOLD
83 REPX RILEY EXPLORATION PERMIAN IN Energy 23,333 $616K 0.00% SOLD
84 RVLV REVOLVE GROUP INC Consumer Cyclical 20,284 $612K 0.00% SOLD
85 ENVIRI CORP 33,369 $598K 0.00% SOLD
86 KNTK KINETIK HOLDINGS INC Energy 16,519 $596K 0.00% SOLD
87 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 26,538 $592K 0.00% SOLD
88 GDOT GREEN DOT CORP Financial Services 43,045 $551K 0.00% SOLD
89 AVNS AVANOS MED INC Healthcare 48,232 $542K 0.00% SOLD
90 AMPL AMPLITUDE INC Technology 46,627 $540K 0.00% SOLD
91 BHB BAR HBR BANKSHARES Financial Services 16,672 $518K 0.00% SOLD
92 FLGT FULGENT GENETICS INC Healthcare 18,988 $499K 0.00% SOLD
93 HBT HBT FINL INC. Financial Services 17,410 $450K 0.00% SOLD
94 ERAS ERASCA INC Healthcare 118,218 $440K 0.00% SOLD
95 PNW PINNACLE WEST CAP CORP Utilities 4,770 $423K 0.00% SOLD
96 PIPER SANDLER COMPANIES 1,243 $422K 0.00% SOLD
97 CVNA CARVANA CO Consumer Cyclical 1,000 $422K 0.00% SOLD
98 OSBC OLD SECOND BANCORP INC ILL Financial Services 20,927 $408K 0.00% SOLD
99 AVNW AVIAT NETWORKS INC Technology 17,965 $384K 0.00% SOLD
100 CMP COMPASS MINERALS INTL INC Basic Materials 19,223 $378K 0.00% SOLD
Page 5 of 7  ·  140 positions
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%