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Portfolio (Quarterly) Guide ↗

NATIXIS

· CIK 0001274981
13F Portfolio $28.0B AUM 1,092 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New 332 Added 413 Reduced 280 Exited
Page 13 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 7,503.0 $26K NEW $3.51 +17.1%
242 ANAB ANAPTYSBIO INC Healthcare 333.0 $18K NEW $55.46 +7.7%
243 RNA ATRIUM THERAPEUTICS INC Healthcare 1,292.0 $17K NEW $13.37 -2.1%
244 MDU MDU RES GROUP INC Industrials 780.0 $16K NEW $20.72 +6.9%
245 SAM BOSTON BEER INC Consumer Defensive 63.0 $15K NEW $230.40 -17.5%
246 CRUS CIRRUS LOGIC INC Technology 90.0 $13K NEW $144.62 +18.4%
247 AAON AAON INC Industrials 143.0 $12K NEW $82.75 +62.7%
248 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 530.0 $11K NEW $21.18 +2.9%
249 YETI YETI HLDGS INC Consumer Cyclical 120.0 $4K NEW $36.59 +20.2%
250 HIMS HIMS & HERS HEALTH INC Healthcare 194.0 $4K NEW $20.76 +14.4%
251 SN SHARKNINJA INC Consumer Cyclical 38.0 $4K NEW $105.89 +5.8%
252 CORT CORCEPT THERAPEUTICS INC Healthcare 81.0 $3K NEW $40.31 +49.4%
253 PK PARK HOTELS & RESORTS INC Real Estate 204.0 $2K NEW $10.53 +9.3%
254 OHI OMEGA HEALTHCARE INVS INC Real Estate 49.0 $2K NEW $43.82 +9.3%
255 IMRX IMMUNEERING CORP Healthcare 380.0 $2K NEW $5.27 +2.3%
256 ORI OLD REP INTL CORP Financial Services 32.0 $1K NEW $39.91 -1.4%
257 NEO NEOGENOMICS INC Healthcare 150.0 $1K NEW $7.42 +24.4%
258 KROS KEROS THERAPEUTICS INC Healthcare 100.0 $1K NEW $11.04 +1.4%
259 UPSTREAM BIO INC 120.0 $1K NEW $9.00
260 RBRK RUBRIK INC. Technology 20.0 $979.0 NEW $48.95 +36.0%
Page 13 of 14  ·  261 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 36.7%
Financial Services 15.4%
Consumer Cyclical 9.8%
Communication Services 9.0%
Industrials 7.7%
Healthcare 7.6%
Energy 4.3%
Consumer Defensive 3.4%
Real Estate 2.9%
Basic Materials 1.6%