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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $7.2B AUM 1,242 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New 341 Added 215 Reduced 618 Exited
Page 62 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CLEARSIDE BIOMEDICAL INC 27,136.0 $8K $0.29
1222 LONGEVITY HEALTH HLDGS INC 14,154.0 $4K $0.29
1223 BITCOIN DEPOT INC 140,500.0 $3K NEW $0.02
1224 VERDE CLEAN FUELS INC 95,500.0 $2K NEW $0.02
1225 BINI BOLLINGER INNOVATIONS INC 17,316.0 $1K $0.08 -8.9%
1226 FLEXSHOPPER INC 242,606.0 $24.0 $0.00
1227 WTS/CHICKEN SOUP FOR THE SOUL 11.5000EXP10/22/2026 16,651.0
1228 DIH HLDG US INC 13,052.0
1229 FARFETCH LTD 130,000.0
1230 FUSEMACHINES INC 197,361.0 NEW
1231 MMC NORILSK NICKEL JSC-ADR (DTC VERSION) 55,815.0
1232 MAIL.RU GROUP LTD. 15,031.0
1233 NOVOLIPETSKIY METALLURGICHESKIY KOMBINAT 16,716.0
1234 LUKOIL PJSC 34,782.0
1235 PHOSAGRO PJSC 15,222.0
1236 SEVERSTAL PAO 23,540.0
1237 SURGUTNEFTEGAS PJSC 10,905.0
1238 TCS GROUP HOLDING PLC 11,354.0
1239 TFF PHARMACEUTICALS INC 40,000.0
1240 TATNEFT PJSC 24,114.0
Page 62 of 63  ·  1,242 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
Financial Services 26.2%
Technology 16.1%
Consumer Cyclical 9.4%
Communication Services 9.4%
Real Estate 7.5%
Energy 7.5%
Industrials 7.0%
Basic Materials 6.0%
Healthcare 5.3%
Utilities 2.9%