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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 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 33,246.0 $9.3M 0.60% -6K -16.4% $281.21 -17.3%
22 RKLB ROCKET LAB CORP Industrials 91,292.0 $9.3M 0.59% -86K -48.5% $101.65 -22.1%
23 ILMN ILLUMINA INC Healthcare 50,524.0 $8.9M 0.57% -22K -30.4% $175.83 +7.1%
24 DDOG DATADOG INC Technology 33,890.0 $8.8M 0.56% -922.0 -2.6% $260.36 -5.5%
25 LMT LOCKHEED MARTIN CORP Industrials 17,111.0 $8.7M 0.56% -1K -7.6% $509.46 +19.2%
26 GS GOLDMAN SACHS GROUP INC Financial Services 7,950.0 $8.0M 0.51% -4K -32.0% $1011.37 +2.9%
27 QCOM QUALCOMM INC Technology 43,284.0 $8.0M 0.51% -36K -45.5% $184.79 -13.3%
28 ACHR ARCHER AVIATION INC Industrials 1,617,718.0 $7.7M 0.49% -66K -3.9% $4.73 +33.6%
29 WM WASTE MGMT INC DEL Industrials 30,770.0 $6.9M 0.44% -1K -3.2% $222.88 +0.3%
30 PANW PALO ALTO NETWORKS INC Technology 17,849.0 $6.1M 0.39% -2K -8.5% $341.02 +9.7%
31 OKTA OKTA INC Technology 43,953.0 $6.0M 0.38% -16K -26.6% $136.45 +5.5%
32 ATEN A10 NETWORKS INC Technology 158,843.0 $5.9M 0.38% -17K -9.5% $37.36 -28.8%
33 FORTINET INC 37,175.0 $5.7M 0.36% -23K -38.3% $153.62
34 VCYT VERACYTE INC Healthcare 97,158.0 $5.7M 0.36% -57K -37.2% $58.73 -30.7%
35 S SENTINELONE INC Technology 327,154.0 $5.6M 0.35% -27K -7.6% $16.97 +32.5%
36 NTCT NETSCOUT SYS INC Technology 119,631.0 $5.2M 0.33% -25K -17.1% $43.55 -10.6%
37 SYM SYMBOTIC INC Industrials 110,553.0 $5.0M 0.32% -12K -9.8% $44.95 -10.0%
38 YOU CLEAR SECURE INC Technology 89,065.0 $5.0M 0.32% -27K -23.1% $55.73 -20.0%
39 AUR AURORA INNOVATION INC Technology 717,890.0 $4.9M 0.31% -5K -0.8% $6.82 -9.8%
40 GLW CORNING INC Technology 18,204.0 $4.6M 0.30% -38K -67.3% $255.43 -37.4%
Page 2 of 5  ·  100 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%