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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 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CEREBRAS SYSTEMS INC 51,047.0 $11.3M 0.72% NEW $221.00
42 AXP AMERICAN EXPRESS CO Financial Services 32,837.0 $11.1M 0.71% $338.25 +0.2%
43 DIS DISNEY WALT CO Communication Services 111,100.0 $10.7M 0.68% +23K +25.9% $96.25 +8.8%
44 BLOCK INC 140,511.0 $10.7M 0.68% -13K -8.5% $76.00
45 LIN LINDE PLC Basic Materials 19,869.0 $10.3M 0.66% +18K +986.3% $518.94 -6.8%
46 MCD MCDONALDS CORP Consumer Cyclical 37,930.0 $10.3M 0.65% +6K +19.1% $270.31 -0.7%
47 CRH PLC 95,562.0 $10.2M 0.65% NEW $107.00
48 COIN COINBASE GLOBAL INC Financial Services 68,738.0 $10.0M 0.64% -6K -8.6% $146.19 +0.4%
49 ETN EATON CORP PLC Industrials 23,495.0 $10.0M 0.64% +1K +5.2% $426.12 +2.3%
50 LOW LOWES COS INC Consumer Cyclical 45,310.0 $10.0M 0.64% +11K +31.8% $220.49 -1.0%
51 MDT MEDTRONIC PLC Healthcare 126,069.0 $9.9M 0.63% +34K +36.6% $78.23 +18.4%
52 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,604,317.0 $9.6M 0.61% +200K +8.3% $3.67 -18.8%
53 GD GENERAL DYNAMICS CORP Industrials 26,810.0 $9.5M 0.61% $354.24 +11.4%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 33,246.0 $9.3M 0.60% -6K -16.4% $281.21 -17.5%
55 RKLB ROCKET LAB CORP Industrials 91,292.0 $9.3M 0.59% -86K -48.5% $101.65 -22.6%
56 RBRK RUBRIK INC Technology 110,742.0 $8.9M 0.57% +7K +6.9% $80.28 +26.6%
57 ILMN ILLUMINA INC Healthcare 50,524.0 $8.9M 0.57% -22K -30.4% $175.83 +8.0%
58 DDOG DATADOG INC Technology 33,890.0 $8.8M 0.56% -922.0 -2.6% $260.36 -4.4%
59 PPG PPG INDS INC Basic Materials 72,304.0 $8.8M 0.56% +6K +9.5% $121.29 -6.6%
60 LMT LOCKHEED MARTIN CORP Industrials 17,111.0 $8.7M 0.56% -1K -7.6% $509.46 +19.1%
Page 3 of 15  ·  289 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%