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Portfolio (Quarterly) Guide ↗

CAISSE DES DEPOTS ET CONSIGNATIONS

· CIK 0001056947
13F Portfolio $4.4B AUM 210 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New
Page 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 U UNITY SOFTWARE INC Technology 6,180.0 $273K 0.01% NEW $44.17 -40.6%
202 DD DUPONT DE NEMOURS INC Basic Materials 6,737.0 $271K 0.01% NEW $40.20 +17.3%
203 HROW HARROW INC Healthcare 5,515.0 $270K 0.01% NEW $49.00 -32.7%
204 ALLY ALLY FINL INC Financial Services 5,704.0 $258K 0.01% NEW $45.29 -5.6%
205 KRMN KARMAN HLDGS INC Industrials 3,395.0 $248K 0.01% NEW $73.17 -10.8%
206 AXON AXON ENTERPRISE INC Industrials 383.0 $218K 0.01% NEW $567.93 -31.4%
207 SITE CTRS CORP 31,269.0 $201K 0.01% NEW $6.42
208 CRCT CRICUT INC Technology 24,965.0 $124K 0.00% NEW $4.95 -19.0%
209 AHRT ARMADA HOFFLER PPTYS INC Financial Services 10,730.0 $71K 0.00% NEW $6.62 +3.6%
Page 11 of 11  ·  209 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
Financial Services 25.4%
Technology 20.4%
Basic Materials 14.7%
Healthcare 13.0%
Industrials 10.2%
Consumer Defensive 5.0%
Consumer Cyclical 4.6%
Communication Services 4.4%
Utilities 1.4%
Real Estate 0.8%