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Portfolio (Quarterly) Guide ↗

SSI INVESTMENT MANAGEMENT LLC

· CIK 0000938487
13F Portfolio $1.4B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 46 Added 58 Reduced 44 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RAPID7 INC 2,000,000.0 $1.7M 0.12% -1.5M -42.9% $0.84
42 BRIDGEBIO PHARMA INC 398,000.0 $716K 0.05% -165K -29.3% $1.80
43 MERITAGE HOMES CORP 565,000.0 $544K 0.04% -3.3M -85.3% $0.96
44 LMBS FIRST TR EXCHANGE-TRADED FD 10,017.0 $499K 0.03% -73.0 -0.7% $49.81 -0.3%
45 GUIDEWIRE SOFTWARE INC 466,000.0 $464K 0.03% -9.9M -95.5% $1.00
46 GUARDANT HEALTH INC 407,000.0 $418K 0.03% -7K -1.7% $1.03
47 GUARDANT HEALTH INC 227,000.0 $381K 0.03% -128K -36.1% $1.68
48 UGI CORP NEW 261,000.0 $366K 0.03% -5K -1.9% $1.40
49 ARRAY TECHNOLOGIES INC 405,000.0 $366K 0.03% -5.0M -92.5% $0.90
50 AMPHASTAR PHARMACEUTICALS IN 358,000.0 $323K 0.02% -9K -2.5% $0.90
51 SNOWFLAKE INC 263,000.0 $322K 0.02% -3.1M -92.2% $1.22
52 CSCO CISCO SYS INC Technology 4,138.0 $321K 0.02% -460.0 -10.0% $77.59 +55.2%
53 Q2 HLDGS INC 317,000.0 $315K 0.02% -6K -1.9% $0.99
54 MU MICRON TECHNOLOGY INC Technology 784.0 $265K 0.02% -525.0 -40.1% $337.84 +122.3%
55 SHIFT4 PMTS INC 273,000.0 $256K 0.02% -787K -74.2% $0.94
56 SEMTECH CORP 87,000.0 $183K 0.01% -81K -48.2% $2.11
57 STRATEGY INC 185,000.0 $153K 0.01% -3.5M -95.0% $0.83
58 RIOT PLATFORMS INC 14,000.0 $16K 0.00% -5.6M -99.8% $1.15
Page 3 of 3  ·  58 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 33.6%
Financial Services 23.6%
Communication Services 12.0%
Consumer Cyclical 10.9%
Consumer Defensive 6.1%
Healthcare 5.6%
Industrials 5.1%
Energy 3.1%