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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 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MZTI MARZETTI COMPANY Consumer Defensive 14,188.0 $2.0M 0.01% NEW $138.33 -17.6%
42 FULC FULCRUM THERAPEUTICS INC Healthcare 243,565.0 $1.9M 0.01% NEW $7.67 -12.8%
43 LINC LINCOLN EDL SVCS CORP Consumer Defensive 44,465.0 $1.8M 0.01% NEW $40.68 +20.7%
44 STC STEWART INFORMATION SVCS COR Financial Services 26,649.0 $1.6M 0.01% NEW $61.58 +8.5%
45 REPL REPLIMUNE GROUP INC Healthcare 181,281.0 $1.4M 0.01% NEW $7.65 -31.8%
46 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 58,785.0 $1.3M 0.01% NEW $22.16 +73.9%
47 HAE HAEMONETICS CORP MASS Healthcare 21,362.0 $1.2M 0.01% NEW $56.36 -0.1%
48 EXPAND ENERGY CORPORATION 10,959.0 $1.2M 0.01% NEW $109.78
49 AR ANTERO RESOURCES CORP Energy 28,026.0 $1.2M 0.00% NEW $42.44 -9.6%
50 ATO ATMOS ENERGY CORP Utilities 6,400.0 $1.2M 0.00% NEW $184.72 -3.4%
51 ODC OIL DRI CORP AMER Basic Materials 17,930.0 $1.2M 0.00% NEW $65.09 +17.5%
52 DIEBOLD NIXDORF INC 14,347.0 $1.1M 0.00% NEW $75.44
53 GENI GENIUS SPORTS LIMITED Communication Services 236,614.0 $1.0M 0.00% NEW $4.43 -4.3%
54 CSV CARRIAGE SVCS INC Consumer Cyclical 21,927.0 $1.0M 0.00% NEW $45.66 -5.3%
55 GCT GIGACLOUD TECHNOLOGY INC Technology 21,246.0 $964K 0.00% NEW $45.38 -20.5%
56 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 25,395.0 $894K 0.00% NEW $35.21 +18.5%
57 NVCR NOVOCURE LTD Healthcare 77,122.0 $841K 0.00% NEW $10.90 +61.3%
58 CMCO COLUMBUS MCKINNON CORP N Y Industrials 57,045.0 $829K 0.00% NEW $14.53 -4.1%
59 CYRX CRYOPORT INC Industrials 97,742.0 $809K 0.00% NEW $8.28 +58.7%
60 OCUL OCULAR THERAPEUTIX INC Healthcare 94,530.0 $801K 0.00% NEW $8.47 +8.1%
Page 3 of 7  ·  123 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%