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Portfolio (Quarterly) Guide ↗

Magnetar Financial LLC

· CIK 0001352851
13F Portfolio $9.8B AUM 1,755 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 608 New 138 Added 171 Reduced 374 Exited
Page 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMCSA COMCAST CORP NEW Communication Services 15,305.0 $442K 0.00% -71K -82.3% $28.90 -14.3%
102 DY DYCOM INDS INC Industrials 1,275.0 $432K 0.00% -402.0 -24.0% $338.82 +27.5%
103 HTGC HERCULES CAPITAL INC Financial Services 28,919.0 $427K 0.00% -35K -54.5% $14.77 +3.6%
104 NWSA NEWS CORP NEW Communication Services 16,534.0 $410K 0.00% -97K -85.5% $24.78 +5.0%
105 FCN FTI CONSULTING INC Industrials 2,189.0 $387K 0.00% -17K -88.9% $176.77 -17.3%
106 KLIC KULICKE & SOFFA INDS INC Technology 5,833.0 $383K 0.00% -9K -59.3% $65.72 +52.8%
107 CHWY CHEWY INC Consumer Cyclical 14,090.0 $380K 0.00% -1K -7.0% $27.00 -21.7%
108 MA MASTERCARD INCORPORATED Financial Services 760.0 $375K 0.00% -857.0 -53.0% $494.00 -0.3%
109 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 35,119.0 $368K 0.00% -2K -6.6% $10.48 +7.1%
110 EIX EDISON INTL Utilities 4,934.0 $354K 0.00% -8K -61.6% $71.84 -3.2%
111 J JACOBS SOLUTIONS INC Industrials 2,807.0 $350K 0.00% -2K -43.6% $124.80 -10.8%
112 CTRN CITI TRENDS INC Consumer Cyclical 7,926.0 $343K 0.00% -2K -19.8% $43.32 -1.5%
113 BCPC BALCHEM CORP Basic Materials 2,020.0 $342K 0.00% -453.0 -18.3% $169.48 -6.0%
114 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,169.0 $338K 0.00% -9K -55.7% $47.16 +5.4%
115 NCNO NCINO INC Technology 20,806.0 $312K 0.00% -125K -85.7% $14.98 +1.7%
116 COHU COHU INC Technology 10,172.0 $311K 0.00% -20K -66.4% $30.62 +49.5%
117 FROG JFROG LTD Technology 6,495.0 $305K 0.00% -861.0 -11.7% $46.93 +42.3%
118 ROK ROCKWELL AUTOMATION INC Industrials 820.0 $286K 0.00% -67.0 -7.5% $348.51 +26.8%
119 MSFT MICROSOFT CORP Technology 786.0 $282K 0.00% -445.0 -36.1% $358.96 +16.1%
120 M3BRIGADE ACQUISITION V CORP 1,030,100.0 $278K 0.00% -7K -0.7% $0.27
Page 6 of 9  ·  171 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 67.9%
Financial Services 12.2%
Healthcare 5.4%
Industrials 4.9%
Communication Services 2.0%
Consumer Cyclical 1.7%
Consumer Defensive 1.7%
Basic Materials 1.6%
Energy 1.0%
Utilities 0.9%