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Portfolio (Quarterly) Guide ↗

Ionic Capital Management LLC

· CIK 0001386462
13F Portfolio $1.4B AUM 165 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New 41 Added 32 Reduced 53 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RGNX REGENXBIO INC Healthcare 41,500.0 $348K 0.03% NEW $8.38 -28.8%
42 ARRY ARRAY TECHNOLOGIES INC Energy 45,000.0 $325K 0.02% NEW $7.23 +13.4%
43 EFT EATON VANCE FLOATING RATE IN Financial Services 30,000.0 $322K 0.02% NEW $10.73 +1.3%
44 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,300.0 $310K 0.02% NEW $93.87 +106.0%
45 GLD SPDR GOLD TR Financial Services 700.0 $301K 0.02% NEW $430.29 -3.1%
46 ALAB ASTERA LABS INC Technology 2,700.0 $296K 0.02% NEW $109.60 +171.8%
47 SLV ISHARES SILVER TR Financial Services 4,300.0 $293K 0.02% NEW $68.14 +1.9%
48 CLS CELESTICA INC Technology 1,033.0 $291K 0.02% NEW $281.68 +25.9%
49 GTM CALL ZOOMINFO TECHNOLOGIES INC Technology 40,000.0 $239K 0.02% NEW $5.98 -40.3%
50 SMCI SUPER MICRO COMPUTER INC Technology 9,800.0 $223K 0.02% NEW $22.77 +46.9%
51 PAYP PAYPAY CORP Technology 10,000.0 $213K 0.02% NEW $21.34 -9.0%
52 XANADU QUANTUM TECHNOLO LTD 27,500.0 $211K 0.01% NEW $7.66
53 IREN IREN LIMITED Financial Services 6,073.0 $208K 0.01% NEW $34.28 +69.4%
54 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 2,000.0 $191K 0.01% NEW $95.41 +20.4%
55 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 2,000.0 $191K 0.01% NEW $95.41 +20.4%
56 SMR NUSCALE PWR CORP Utilities 17,400.0 $189K 0.01% NEW $10.84 -4.2%
57 AAOI APPLIED OPTOELECTRONICS INC Technology 1,500.0 $127K 0.01% NEW $84.59 +109.0%
58 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 1,500.0 $127K 0.01% NEW $84.59 +109.0%
59 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 1,500.0 $127K 0.01% NEW $84.59 +109.0%
60 ALPHA TAU MEDICAL LTD 118,448.0 $118K 0.01% NEW $1.00
Page 3 of 4  ·  71 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 32.3%
Financial Services 25.5%
Consumer Cyclical 13.1%
Industrials 9.9%
Basic Materials 9.4%
Communication Services 4.1%
Consumer Defensive 3.0%
Healthcare 1.4%
Utilities 0.8%
Energy 0.4%