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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRSN VERISIGN INC Technology 17,939.0 $4.5M 0.29% -3K -13.0% $251.56 +10.0%
42 INTC INTEL CORP Technology 30,897.0 $4.3M 0.28% -4K -10.7% $139.63 -30.8%
43 CMI CUMMINS INC COM Industrials 5,972.0 $4.3M 0.27% -3K -33.4% $713.21 -13.0%
44 BB BLACKBERRY LTD Technology 332,716.0 $4.2M 0.27% -382K -53.4% $12.65 -32.2%
45 BIDU BAIDU INC Communication Services 27,688.0 $3.2M 0.20% -32K -53.4% $114.29 -20.5%
46 FFIV F5 NETWORK INC Technology 7,407.0 $3.1M 0.20% -2K -21.1% $415.96 -5.4%
47 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 222,168.0 $3.0M 0.19% -46K -17.1% $13.31 +37.3%
48 ROKU ROKU INC Communication Services 20,810.0 $2.9M 0.18% -163K -88.7% $138.14 +14.2%
49 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 1,694,546.0 $2.8M 0.18% -200K -10.6% $1.68 -32.1%
50 AKAM AKAMAI TECHNOLOGIES INC Technology 20,967.0 $2.5M 0.16% -16K -43.3% $118.21 -2.5%
51 COLD AMERICOLD REALTY TRUST INC Real Estate 156,509.0 $2.5M 0.16% -41K -20.6% $15.72 -5.5%
52 GH GUARDANT HEALTH INC Healthcare 16,279.0 $2.4M 0.16% -2K -11.8% $150.03 +6.7%
53 ZD ZIFF DAVIS INC Communication Services 45,563.0 $2.4M 0.15% -13K -22.0% $52.37 +5.2%
54 ORA ORMAT TECHNOLOGIES INC Utilities 21,203.0 $2.3M 0.15% -3K -13.0% $108.90 +0.7%
55 CCJ CAMECO CORP Energy 22,113.0 $2.3M 0.14% -16K -42.6% $101.86 -5.7%
56 LINE LINEAGE INC Real Estate 49,568.0 $2.1M 0.14% -18K -26.9% $43.25 -4.3%
57 OSPN ONESPAN INC Technology 149,252.0 $2.1M 0.14% -9K -5.4% $14.35 +10.0%
58 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 25,102.0 $2.0M 0.13% -10K -28.6% $79.22 +2.2%
59 BALL BALL CORP Consumer Cyclical 31,312.0 $2.0M 0.12% -23K -42.1% $62.40 -1.2%
60 JBT MAREL CORP 13,162.0 $1.9M 0.12% -6K -32.4% $145.00
Page 3 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%