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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 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 20,000.0 $527K 0.04% NEW $26.35 -4.5%
82 CRWV COREWEAVE INC Technology 6,707.0 $520K 0.04% +3K +103.7% $77.47 +38.9%
83 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 46,400.0 $505K 0.04% +11K +32.6% $10.89 +20.6%
84 VIRTUS DIVIDEND INTEREST & P 40,000.0 $504K 0.04% $12.61
85 MSTR PUT STRATEGY INC Technology 4,000.0 $499K 0.04% +2K +60.0% $124.80 +32.1%
86 BLUE WTR ACQUISITION CORP IV 50,000.0 $496K 0.04% NEW $9.92
87 ASTS AST SPACEMOBILE INC Technology 5,758.0 $477K 0.04% NEW $82.87 +16.1%
88 OKLO OKLO INC Utilities 9,264.0 $459K 0.03% NEW $49.59 +31.3%
89 SPRO SPERO THERAPEUTICS INC Healthcare 195,939.0 $458K 0.03% $2.34 +12.4%
90 OWL CALL BLUE OWL CAPITAL INC Financial Services 50,000.0 $456K 0.03% NEW $9.13 +11.7%
91 ATLANTA BRAVES HLDGS INC 10,689.0 $456K 0.03% $42.70
92 SMCI CALL SUPER MICRO COMPUTER INC Technology 20,000.0 $455K 0.03% NEW $22.77 +46.9%
93 SMCI PUT SUPER MICRO COMPUTER INC Technology 20,000.0 $455K 0.03% NEW $22.77 +46.9%
94 APP APPLOVIN CORP Technology 1,133.0 $451K 0.03% NEW $398.00 +22.1%
95 CLSK CLEANSPARK INC Technology 52,400.0 $446K 0.03% NEW $8.51 +85.2%
96 HOOD ROBINHOOD MKTS INC Financial Services 6,114.0 $424K 0.03% NEW $69.30 +9.6%
97 EWY ISHARES INC 3,355.0 $413K 0.03% NEW $123.01 +51.5%
98 AMZN AMAZON COM INC Consumer Cyclical 1,957.0 $408K 0.03% -93.0 -4.5% $208.27 +28.9%
99 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 35,698.0 $381K 0.03% +17K +86.8% $10.68 -1.6%
100 RGNX REGENXBIO INC Healthcare 41,500.0 $348K 0.03% NEW $8.38 -28.8%
Page 5 of 9  ·  165 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%