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Portfolio (Quarterly) Guide ↗

PANAGORA ASSET MANAGEMENT INC

· CIK 0000883677
13F Portfolio $28.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1176 New
Page 18 of 59  ·  1,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 90,968.0 $6.7M 0.02% NEW $74.03 +15.9%
342 ROKU ROKU INC Communication Services 61,127.0 $6.6M 0.02% NEW $108.49 +14.4%
343 WDC WESTERN DIGITAL CORP Technology 38,474.0 $6.6M 0.02% NEW $172.27 +166.8%
344 TPH TRI POINTE HOMES INC Consumer Cyclical 210,543.0 $6.6M 0.02% NEW $31.47 +49.2%
345 PEGA PEGASYSTEMS INC Technology 108,380.0 $6.5M 0.02% NEW $59.72 -42.6%
346 DHR DANAHER CORPORATION Healthcare 28,180.0 $6.5M 0.02% NEW $228.92 -24.3%
347 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 204,835.0 $6.4M 0.02% NEW $31.22 +6.7%
348 APPF APPFOLIO INC Technology 27,288.0 $6.3M 0.02% NEW $232.65 -30.2%
349 WLDN WILLDAN GROUP INC Industrials 61,154.0 $6.3M 0.02% NEW $103.66 -10.7%
350 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 43,243.0 $6.3M 0.02% NEW $146.58 -10.3%
351 BE BLOOM ENERGY CORP Industrials 72,914.0 $6.3M 0.02% NEW $86.89 +254.3%
352 REAL THE REALREAL INC Consumer Cyclical 398,904.0 $6.3M 0.02% NEW $15.78 -40.2%
353 CAT CATERPILLAR INC Industrials 10,984.0 $6.3M 0.02% NEW $572.87 +51.2%
354 IOSP INNOSPEC INC Basic Materials 82,098.0 $6.3M 0.02% NEW $76.54 +2.9%
355 ARES ARES MANAGEMENT CORPORATION Financial Services 38,820.0 $6.3M 0.02% NEW $161.63 -23.3%
356 TIGR UP FINTECH HLDG LTD Financial Services 630,405.0 $6.0M 0.02% NEW $9.56 -38.4%
357 APEI AMERICAN PUB ED INC Consumer Defensive 158,603.0 $6.0M 0.02% NEW $37.80 +36.5%
358 AAT AMERICAN ASSETS TR INC Real Estate 316,387.0 $6.0M 0.02% NEW $18.93 +17.0%
359 ELAN ELANCO ANIMAL HEALTH INC Healthcare 262,554.0 $5.9M 0.02% NEW $22.63 -5.8%
360 CNO CNO FINL GROUP INC Financial Services 137,855.0 $5.9M 0.02% NEW $42.47 +11.6%
Page 18 of 59  ·  1,176 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 34.8%
Financial Services 13.3%
Healthcare 10.1%
Consumer Cyclical 10.0%
Communication Services 9.1%
Industrials 7.9%
Consumer Defensive 4.6%
Basic Materials 2.9%
Utilities 2.8%
Energy 2.6%