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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 7 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FRESHPET INC 3,790,000.0 $4.4M 0.30% NEW $1.15
122 FORTUNA MNG CORP 2,500,000.0 $4.3M 0.30% $1.73
123 SYNAPTICS INC 4,086,000.0 $4.2M 0.29% $1.03
124 DRAFTKINGS INC NEW 4,597,000.0 $4.1M 0.28% $0.90
125 PEABODY ENGR CORP 2,216,000.0 $4.1M 0.28% $1.84
126 NUTANIX INC 4,500,000.0 $4.1M 0.28% -1.0M -18.5% $0.90
127 DUKE ENERGY CORP NEW 3,668,000.0 $4.0M 0.28% -19.5M -84.1% $1.10
128 BOX INC 4,362,000.0 $4.0M 0.28% -720K -14.2% $0.92
129 AFFIRM HLDGS INC 4,264,000.0 $4.0M 0.28% -420K -9.0% $0.94
130 POST HLDGS INC 3,672,000.0 $4.0M 0.27% -43K -1.2% $1.08
131 LEMAITRE VASCULAR INC 3,500,000.0 $4.0M 0.27% $1.13
132 ORMAT TECHNOLOGIES INC 2,992,000.0 $3.9M 0.27% +295K +10.9% $1.30
133 PACIRA BIOSCIENCES INC 4,000,000.0 $3.9M 0.27% +2.0M +100.0% $0.96
134 IONIS PHARMACEUTICALS INC 2,340,000.0 $3.5M 0.24% $1.51
135 NVDA NVIDIA CORPORATION Technology 19,923.0 $3.5M 0.24% $174.40 +23.7%
136 SUPER MICRO COMPUTER INC 4,019,000.0 $3.2M 0.22% +3.3M +437.3% $0.80
137 HDEF DBX ETF TR 98,006.0 $3.2M 0.22% $32.41 +2.7%
138 PAGAYA U S HLDG CO LLC 2,750,000.0 $3.2M 0.22% $1.15
139 CMS ENERGY CORP 2,771,000.0 $3.1M 0.22% +88K +3.3% $1.13
140 WAYFAIR INC 2,246,000.0 $3.0M 0.21% -2.6M -54.0% $1.35
Page 7 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%