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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 5 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FORTINET INC 37,175.0 $5.7M 0.36% -23K -38.3% $153.62
82 VCYT VERACYTE INC Healthcare 97,158.0 $5.7M 0.36% -57K -37.2% $58.73 -30.2%
83 ZS ZSCALER INC Technology 39,900.0 $5.6M 0.36% +19K +88.3% $141.15 +33.0%
84 S SENTINELONE INC Technology 327,154.0 $5.6M 0.35% -27K -7.6% $16.97 +33.5%
85 ABSI ABSCI CORPORATION Healthcare 478,520.0 $5.5M 0.35% +8K +1.7% $11.59 -25.4%
86 SNOW SNOWFLAKE INC COM Technology 21,341.0 $5.4M 0.35% NEW $254.50 +27.6%
87 XE X-ENERGY INC Industrials 293,276.0 $5.4M 0.34% NEW $18.36 +2.8%
88 NTCT NETSCOUT SYS INC Technology 119,631.0 $5.2M 0.33% -25K -17.1% $43.55 -10.7%
89 HONEYWELL INTL INC 21,982.0 $5.0M 0.32% NEW $227.80
90 SYM SYMBOTIC INC Industrials 110,553.0 $5.0M 0.32% -12K -9.8% $44.95 -10.4%
91 CMCSA COMCAST CORP NEW Communication Services 202,390.0 $5.0M 0.32% +28K +15.9% $24.55 +6.6%
92 YOU CLEAR SECURE INC Technology 89,065.0 $5.0M 0.32% -27K -23.1% $55.73 -20.9%
93 GEN GEN DIGITAL INC Technology 198,558.0 $4.9M 0.32% +9K +4.6% $24.89 +12.0%
94 AUR AURORA INNOVATION INC Technology 717,890.0 $4.9M 0.31% -5K -0.8% $6.82 -10.4%
95 HONEYWELL AEROSPACE INC 21,982.0 $4.8M 0.31% NEW $220.19
96 NKE NIKE INC Consumer Cyclical 117,780.0 $4.8M 0.31% +45K +62.5% $41.05 -1.2%
97 PSNL PERSONALIS INC Healthcare 351,741.0 $4.7M 0.30% +84K +31.4% $13.40 +3.7%
98 CHKP CHECK POINT SOFTWARE TECH LT Technology 35,752.0 $4.7M 0.30% +16K +77.9% $131.43 +0.6%
99 LLY ELI LILLY & CO Healthcare 3,895.0 $4.7M 0.30% +4K +1857.3% $1199.43 +1.6%
100 RPD RAPID7 INC Technology 575,643.0 $4.7M 0.30% +254K +78.7% $8.10 +58.0%
Page 5 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%