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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 10 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CIFR CIPHER MINING INC Financial Services 2,415,784.0 $35.7M 0.09% NEW $14.76 +29.5%
182 WIX WIX COM LTD Technology 340,187.0 $35.3M 0.09% +115K +51.0% $103.89 -46.3%
183 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 246,289.0 $34.9M 0.09% -35K -12.4% $141.83 +10.9%
184 SAP SAP SE Technology 141,710.0 $34.4M 0.09% +88K +162.6% $242.91 -28.1%
185 AXSM AXSOME THERAPEUTICS INC Healthcare 188,258.0 $34.4M 0.09% -21K -9.9% $182.64 +24.5%
186 ABNB AIRBNB INC Consumer Cyclical 252,048.0 $34.2M 0.09% -173K -40.7% $135.72 -1.0%
187 AGI ALAMOS GOLD INC NEW Basic Materials 881,112.0 $34.0M 0.09% -578K -39.6% $38.62 +4.4%
188 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 58,295.0 $33.9M 0.09% -27K -32.0% $582.34 -10.3%
189 LEN LENNAR CORP Consumer Cyclical 329,761.0 $33.9M 0.09% +164K +99.2% $102.80 -18.5%
190 GDDY GODADDY INC Technology 272,052.0 $33.8M 0.09% +49K +21.8% $124.08 -26.3%
191 SBUX STARBUCKS CORP Consumer Cyclical 399,581.0 $33.6M 0.09% +379K +1878.6% $84.21 +26.6%
192 ILMN ILLUMINA INC Healthcare 255,376.0 $33.5M 0.09% +121K +90.1% $131.16 +7.9%
193 SKEENA RES LTD NEW 1,408,546.0 $33.5M 0.09% -111K -7.3% $23.75
194 ORCL ORACLE CORP Technology 171,430.0 $33.4M 0.09% -27K -13.4% $194.91 -4.3%
195 SSRM SSR MINING IN Basic Materials 1,511,816.0 $33.1M 0.09% +210K +16.2% $21.92 +40.1%
196 ANET ARISTA NETWORKS INC Technology 251,404.0 $32.9M 0.09% -164K -39.5% $131.03 +8.2%
197 LUMN LUMEN TECHNOLOGIES INC Communication Services 4,185,721.0 $32.5M 0.09% -1.1M -20.4% $7.77 +24.5%
198 WPC WP CAREY INC Real Estate 500,987.0 $32.2M 0.09% NEW $64.36 +14.8%
199 GTLB GITLAB INC Technology 853,993.0 $32.1M 0.08% +461K +117.0% $37.53 -33.1%
200 AKAM AKAMAI TECHNOLOGIES INC Technology 363,707.0 $31.7M 0.08% -149K -29.1% $87.25 +72.8%
Page 10 of 76  ·  1,508 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 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%