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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.6B AUM 289 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 51 New 123 Added 100 Reduced 58 Exited
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 172,311.0 $29.4M 1.88% NEW $170.86
2 CEREBRAS SYSTEMS INC 51,047.0 $11.3M 0.72% NEW $221.00
3 CRH PLC 95,562.0 $10.2M 0.65% NEW $107.00
4 SNOW SNOWFLAKE INC COM Technology 21,341.0 $5.4M 0.35% NEW $254.50 +27.4%
5 XE X-ENERGY INC Industrials 293,276.0 $5.4M 0.34% NEW $18.36 +4.6%
6 HONEYWELL INTL INC 21,982.0 $5.0M 0.32% NEW $227.80
7 HONEYWELL AEROSPACE INC 21,982.0 $4.8M 0.31% NEW $220.19
8 KMB KIMBERLY-CLARK CORP Consumer Defensive 19,551.0 $2.1M 0.14% NEW $109.77 -0.4%
9 IRIDIUM COMMUNICATIONS INC 36,552.0 $2.0M 0.13% NEW $54.85
10 SON SONOCO PRODS CO Consumer Cyclical 32,127.0 $1.8M 0.12% NEW $56.35 +1.7%
11 CHAGEE HLDGS LTD 143,084.0 $1.7M 0.11% NEW $12.02
12 CARR CARRIER GLOBAL CORPORATION Industrials 20,506.0 $1.5M 0.10% NEW $73.35 -16.5%
13 IEX IDEX CORP Industrials 5,999.0 $1.4M 0.09% NEW $226.95 +3.1%
14 WAB WABTEC Industrials 5,048.0 $1.4M 0.09% NEW $269.60 +9.4%
15 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 34,277.0 $1.3M 0.09% NEW $39.05 +6.1%
16 ATAIBECKLEY INC 252,913.0 $1.3M 0.09% NEW $5.27
17 RYN RAYONIER INC Real Estate 58,900.0 $1.3M 0.08% NEW $21.28 -1.5%
18 SUNB SUNBELT RENTALS HOLDINGS Financial Services 16,731.0 $1.3M 0.08% NEW $74.81 +7.6%
19 FSLR FIRST SOLAR INC Energy 5,071.0 $1.2M 0.08% NEW $235.96 -7.1%
20 LUNR INTUITIVE MACHINES INC Industrials 54,876.0 $1.2M 0.07% NEW $21.39 -6.4%
Page 1 of 3  ·  51 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 18.7%
Industrials 12.3%
Financial Services 9.2%
Consumer Cyclical 9.1%
Communication Services 6.8%
Consumer Defensive 2.8%
Basic Materials 2.1%
Real Estate 1.1%
Utilities 0.8%