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Portfolio (Quarterly) Guide ↗

Blueshift Asset Management, LLC

· CIK 0001727827
13F Portfolio $330M AUM 484 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New 123 Added 119 Reduced 202 Exited
Page 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TEAM ATLASSIAN CORPORATION Technology 22,004.0 $1.5M 0.46% +16K +239.8% $68.25 +24.4%
22 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 89,309.0 $1.5M 0.45% +31K +54.0% $16.70 +2.3%
23 LMND LEMONADE INC Financial Services 23,345.0 $1.5M 0.44% +7K +45.5% $62.68 -7.4%
24 UNH UNITEDHEALTH GROUP INC Healthcare 5,401.0 $1.5M 0.44% +5K +578.5% $270.59 +40.2%
25 SITM SITIME CORP Technology 4,103.0 $1.4M 0.43% +896.0 +27.9% $345.35 +112.9%
26 IMAX IMAX CORP Communication Services 35,868.0 $1.4M 0.41% +17K +85.6% $38.01 +6.5%
27 CNK CINEMARK HLDGS INC Communication Services 46,881.0 $1.3M 0.41% +13K +38.7% $28.52 -4.2%
28 OSCR OSCAR HEALTH INC Healthcare 115,803.0 $1.3M 0.40% +13K +12.7% $11.47 +92.7%
29 LOW LOWES COS INC Consumer Cyclical 5,481.0 $1.3M 0.39% +4K +295.4% $236.28 -10.4%
30 BIRKENSTOCK HOLDING PLC 35,861.0 $1.3M 0.39% +27K +319.3% $35.83
31 TRUP TRUPANION INC Financial Services 47,563.0 $1.2M 0.37% +16K +48.6% $25.61 -14.3%
32 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,631.0 $1.2M 0.36% +659.0 +13.2% $209.08 +19.8%
33 ENVA ENOVA INTL INC Financial Services 8,660.0 $1.2M 0.36% +5K +139.6% $135.83 +17.3%
34 SHAK SHAKE SHACK INC Consumer Cyclical 12,641.0 $1.1M 0.34% +9K +218.4% $88.47 -30.5%
35 CWST CASELLA WASTE SYS INC Industrials 13,739.0 $1.1M 0.33% +5K +64.5% $79.34 +10.9%
36 CVS CVS HEALTH CORP Healthcare 14,593.0 $1.0M 0.32% +11K +367.0% $71.82 +26.6%
37 BROS DUTCH BROS INC Consumer Cyclical 20,440.0 $1.0M 0.31% +3K +18.9% $50.66 +4.1%
38 EXR EXTRA SPACE STORAGE INC Real Estate 7,626.0 $1000K 0.30% +1K +15.8% $131.13 +9.8%
39 BE BLOOM ENERGY CORP Industrials 7,071.0 $958K 0.29% +3K +66.9% $135.49 +124.0%
40 CELH CELSIUS HLDGS INC Consumer Defensive 26,379.0 $936K 0.28% +19K +252.8% $35.48 -16.2%
Page 2 of 7  ·  123 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
Consumer Cyclical 24.6%
Technology 18.1%
Industrials 14.9%
Financial Services 11.6%
Healthcare 8.9%
Communication Services 8.3%
Consumer Defensive 6.5%
Basic Materials 3.2%
Utilities 1.7%
Real Estate 1.5%