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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.8B AUM 769 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New 161 Added 133 Reduced 245 Exited
Page 17 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WRBY PUT WARBY PARKER INC Healthcare 75,000.0 $1.6M 0.04% NEW $21.07 +16.0%
322 DIS DISNEY WALT CO Communication Services 16,333.0 $1.6M 0.04% -3K -16.2% $96.38 +7.5%
323 IYT ISHARES TR 21,085.0 $1.6M 0.04% $74.60 +9.1%
324 CVNA PUT CARVANA CO Consumer Cyclical 5,000.0 $1.6M 0.04% -15K -75.0% $314.38 -79.5%
325 CVNA CALL CARVANA CO Consumer Cyclical 5,000.0 $1.6M 0.04% -13K -71.6% $314.38 -79.5%
326 PUT MIAMI INTL HLDGS INC 40,000.0 $1.6M 0.04% NEW $38.92
327 ROKU PUT ROKU INC Communication Services 16,400.0 $1.6M 0.04% NEW $94.62 +31.2%
328 QCOM PUT QUALCOMM INC Technology 12,000.0 $1.5M 0.04% +5K +71.4% $128.78 +57.3%
329 MS MORGAN STANLEY Financial Services 9,338.0 $1.5M 0.04% +7K +320.6% $164.57 +21.8%
330 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 10,000.0 $1.5M 0.04% $153.10 -17.2%
331 CRWV COREWEAVE INC Technology 19,585.0 $1.5M 0.04% -6K -24.5% $77.47 +38.9%
332 SNOW CALL SNOWFLAKE INC Technology 10,000.0 $1.5M 0.04% $150.82 +10.7%
333 EL PUT LAUDER ESTEE COS INC Consumer Defensive 21,000.0 $1.5M 0.04% +3K +16.7% $71.77 +9.9%
334 DASH PUT DOORDASH INC Communication Services 10,000.0 $1.5M 0.04% -8K -44.4% $150.15 +6.1%
335 PYPL PUT PAYPAL HLDGS INC Financial Services 33,000.0 $1.5M 0.04% +28K +560.0% $45.23 -1.9%
336 XLV SELECT SECTOR SPDR TR 10,178.0 $1.5M 0.04% +7K +184.2% $146.61 +1.1%
337 MTZ PUT MASTEC INC Industrials 4,600.0 $1.5M 0.04% NEW $321.74 +20.8%
338 KLAC PUT KLA CORP Technology 1,000.0 $1.5M 0.04% NEW $1472.41 +25.1%
339 JPM PUT JPMORGAN CHASE & CO Financial Services 5,000.0 $1.5M 0.04% -2K -33.3% $294.16 +3.0%
340 ASHR PUT DBX ETF TR 45,000.0 $1.5M 0.04% $32.64 +8.0%
Page 17 of 39  ·  769 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 20.4%
Healthcare 19.6%
Technology 18.7%
Consumer Cyclical 11.1%
Communication Services 10.3%
Industrials 7.0%
Energy 5.1%
Consumer Defensive 3.3%
Basic Materials 2.4%
Utilities 1.6%