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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $92.9B AUM 3,194 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New 1251 Added 1532 Reduced 709 Exited
Page 71 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 MCW MISTER CAR WASH INC COM Consumer Cyclical 15,262.0 $106K -31K -67.3% $6.95 +2.2%
1402 UDMY UDEMY INC COM Consumer Defensive 22,855.0 $106K -42K -64.5% $4.64 -0.2%
1403 NTSK NETSKOPE INC CL A Technology 12,505.0 $106K -20K -61.3% $8.48 +32.4%
1404 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 1,354.0 $106K -2K -55.5% $78.29
1405 PUT LAM RESEARCH CORP 55,000.0 $106K -7K -11.2% $1.93
1406 EGY VAALCO ENERGY INC COM NEW Energy 16,530.0 $105K -35K -67.8% $6.35 -5.9%
1407 LOCO EL POLLO LOCO HLDGS INC COM Consumer Cyclical 7,487.0 $104K -5K -38.7% $13.89 -3.2%
1408 SIBN SI BONE INC COM Healthcare 8,194.0 $103K -12K -58.8% $12.57 +12.6%
1409 AKBA AKEBIA THREAPEUTICS INC COM Healthcare 73,069.0 $102K -100K -57.9% $1.40 -27.6%
1410 MBX MBX BIOSCIENCES INC COM Healthcare 3,386.0 $101K -1K -28.9% $29.83 +8.8%
1411 CRSR CORSAIR GAMING INC COM Technology 18,269.0 $101K -16K -46.6% $5.53 +21.6%
1412 DAVA ENDAVA PLC ADS Technology 22,893.0 $101K -6K -20.4% $4.41 -13.0%
1413 KROS KEROS THERAPEUTICS INC COM Healthcare 9,135.0 $101K -90K -90.7% $11.06 -5.0%
1414 CALL CHENIERE ENERGY INC 6,800.0 $101K -4K -34.0% $14.85
1415 UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT Real Estate 2,474.0 $100K -27K -91.7% $40.42 -0.4%
1416 GSBD GOLDMAN SACHS BDC INC Financial Services 10,909.0 $97K -5K -30.2% $8.89 +0.4%
1417 CYH COMMUNITY HEALTH SYS INC NEW COM Healthcare 32,957.0 $97K -2K -6.3% $2.94 -4.2%
1418 PUT GE HEALTHCARE TECHNOLOGIES I 23,900.0 $94K -19K -44.7% $3.93
1419 BAYTEX ENERGY CORP COM 20,481.0 $92K -7K -25.6% $4.49
1420 CALL CHIPOTLE MEXICAN GRILL INC 50,400.0 $92K -54K -51.6% $1.83
Page 71 of 77  ·  1,532 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 26.7%
Communication Services 16.0%
Financial Services 15.3%
Healthcare 10.4%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Real Estate 3.8%
Energy 2.8%
Basic Materials 2.6%