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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.4B AUM 296 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 137 Added 110 Reduced 37 Exited
Page 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CERS CERUS CORP Healthcare 746,067.0 $1.5M 0.11% +146K +24.4% $2.06 +31.6%
82 WY WEYERHAEUSER CO MTN BE Real Estate 63,254.0 $1.5M 0.10% +15K +31.6% $23.69 -0.1%
83 ADSK AUTODESK INC Technology 4,938.0 $1.5M 0.10% +195.0 +4.1% $296.01 -18.6%
84 TTEK TETRA TECHNOLOGIES INC DEL Industrials 41,405.0 $1.4M 0.10% +5K +12.7% $33.54 -17.6%
85 VRSK VERISK ANALYTICS INC Industrials 6,133.0 $1.4M 0.10% +2K +55.3% $223.69 -23.5%
86 VLTO VERALTO CORP Industrials 13,526.0 $1.3M 0.09% +752.0 +5.9% $99.78 -13.0%
87 ECL ECOLAB INC Basic Materials 5,070.0 $1.3M 0.09% +466.0 +10.1% $262.52 -3.5%
88 ACM AECOM Industrials 13,340.0 $1.3M 0.09% +2K +16.8% $95.33 -24.4%
89 ITRI ITRON INC Technology 13,653.0 $1.3M 0.09% +3K +33.1% $92.86 -10.6%
90 EQIX EQUINIX INC Real Estate 1,624.0 $1.2M 0.09% +79.0 +5.1% $766.16 +40.9%
91 NRIX NURIX THERAPEUTICS INC Healthcare 65,545.0 $1.2M 0.09% +23K +53.3% $18.97 -7.7%
92 SDGR SCHRODINGER INC Healthcare 68,759.0 $1.2M 0.09% +27K +66.2% $17.88 -25.6%
93 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 49,443.0 $1.2M 0.09% +8K +19.5% $24.83 -37.0%
94 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 3,763.0 $1.2M 0.08% +181.0 +5.0% $323.40 -6.6%
95 RDWR RADWARE LTD Technology 50,483.0 $1.2M 0.08% +4K +9.4% $24.09 +22.6%
96 WELL WELLTOWER INC Real Estate 6,357.0 $1.2M 0.08% +308.0 +5.1% $185.61 +16.5%
97 TT TRANE TECHNOLOGIES PLC Industrials 3,016.0 $1.2M 0.08% +394.0 +15.0% $389.20 +15.9%
98 DLR DIGITAL RLTY TR INC Real Estate 7,138.0 $1.1M 0.08% +346.0 +5.1% $154.71 +24.1%
99 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 4,071.0 $1.1M 0.07% +166.0 +4.2% $263.63 -8.8%
100 HCA HCA HEALTHCARE INC Healthcare 2,245.0 $1.0M 0.07% +109.0 +5.1% $466.86 -15.6%
Page 5 of 7  ·  137 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 37.0%
Healthcare 15.1%
Industrials 13.6%
Consumer Cyclical 9.9%
Financial Services 9.8%
Communication Services 8.2%
Consumer Defensive 2.8%
Basic Materials 1.4%
Real Estate 1.1%
Utilities 0.9%