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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 6 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALNYLAM PHARMACEUTICALS INC 4,098,000.0 $5.3M 0.36% $1.28
102 VARONIS SYS INC 6,000,000.0 $5.2M 0.36% NEW $0.87
103 SNAP INC 6,500,000.0 $5.2M 0.36% +2.1M +49.4% $0.80
104 DATADOG INC 5,317,000.0 $5.1M 0.35% -5.2M -49.6% $0.97
105 MARRIOTT VACATIONS WORLDWIDE 5,300,000.0 $5.1M 0.35% $0.96
106 ALARM COM HLDGS INC 5,500,000.0 $5.1M 0.35% +2.0M +57.1% $0.92
107 IWM ISHARES TR 20,406.0 $5.1M 0.35% $248.00 +16.6%
108 IRHYTHM HOLDINGS INC 4,636,000.0 $5.1M 0.35% $1.09
109 HAEMONETICS CORP MASS 5,250,000.0 $5.0M 0.34% +1.8M +50.0% $0.95
110 OSI SYSTEMS INC 3,220,000.0 $4.9M 0.34% $1.53
111 PROGRESS SOFTWARE CORP 5,500,000.0 $4.9M 0.34% +500K +10.0% $0.89
112 BOFA FIN LLC 4,075,000.0 $4.9M 0.34% +61K +1.5% $1.20
113 TRIP COM GROUP LTD 4,662,000.0 $4.8M 0.33% $1.03
114 LUMENTUM HLDGS INC 473,000.0 $4.8M 0.33% -5K -1.1% $10.11
115 GLDM WORLD GOLD TR Financial Services 50,910.0 $4.7M 0.33% NEW $92.69 -3.4%
116 GREENBRIER COS INC 3,969,000.0 $4.6M 0.32% $1.15
117 KOSMOS ENERGY LTD 5,824,000.0 $4.5M 0.31% NEW $0.78
118 SPECTRUM BRANDS INC 4,500,000.0 $4.5M 0.31% $1.00
119 CENTRUS ENERGY CORP 2,150,000.0 $4.4M 0.30% $2.03
120 WAYFAIR INC 2,500,000.0 $4.4M 0.30% $1.74
Page 6 of 12  ·  240 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%