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Portfolio (Quarterly) Guide ↗

Qube Research & Technologies Ltd

· CIK 0001729829
13F Portfolio $89.9B AUM 3,481 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 648 New 1223 Added 1545 Reduced 801 Exited
Page 12 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 272,061.0 $34.1M 0.04% -155K -36.3% $125.46 +5.7%
222 APP PUT APPLOVIN CORP Technology 85,700.0 $34.1M 0.04% -131K -60.4% $398.00 +25.9%
223 KO PUT COCA COLA CO Consumer Defensive 447,700.0 $34.0M 0.04% -471K -51.3% $76.05 +5.8%
224 PEP CALL PEPSICO INC Consumer Defensive 218,200.0 $33.9M 0.04% -282K -56.4% $155.29 -4.3%
225 ANET PUT ARISTA NETWORKS INC Technology 275,600.0 $33.8M 0.04% -207K -42.9% $122.78 +15.6%
226 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 671,600.0 $33.7M 0.04% -194K -22.4% $50.20 -6.3%
227 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 69,200.0 $33.6M 0.04% -21K -23.0% $484.91 -10.8%
228 MPC MARATHON PETE CORP Energy 137,265.0 $33.5M 0.04% -1.4M -91.3% $244.18 +1.9%
229 FCX CALL FREEPORT MCMORAN INC Basic Materials 570,000.0 $33.5M 0.04% -215K -27.4% $58.78 +12.5%
230 DE PUT DEERE & CO Industrials 59,200.0 $33.3M 0.04% -7K -10.2% $563.30 +2.0%
231 AVY AVERY DENNISON CORP Industrials 192,581.0 $33.3M 0.04% -70K -26.7% $172.68 -9.5%
232 AGI ALAMOS GOLD INC Basic Materials 746,789.0 $33.2M 0.04% -38K -4.8% $44.43 -9.5%
233 KINIKSA PHARMACEUTICALS INTL 686,853.0 $33.1M 0.04% -79K -10.4% $48.15
234 NVO CALL NOVO-NORDISK A S Healthcare 888,500.0 $32.7M 0.04% -778K -46.7% $36.75 +24.6%
235 NVR NVR INC Consumer Cyclical 4,936.0 $32.5M 0.04% -9K -65.3% $6589.83 -13.8%
236 APP CALL APPLOVIN CORP Technology 81,400.0 $32.4M 0.04% -71K -46.6% $398.00 +25.9%
237 PDD PUT PDD HOLDINGS INC Consumer Cyclical 315,700.0 $32.3M 0.04% -250K -44.2% $102.18 -6.5%
238 IBM INTERNATIONAL BUSINESS MACHS Technology 132,196.0 $32.0M 0.04% -95K -41.9% $242.39 -9.9%
239 TSEM TOWER SEMICONDUCTOR LTD Technology 182,495.0 $32.0M 0.04% -37K -17.0% $175.48 +60.0%
240 FCX PUT FREEPORT MCMORAN INC Basic Materials 544,800.0 $32.0M 0.04% -288K -34.6% $58.78 +12.5%
Page 12 of 78  ·  1,545 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 19.1%
Financial Services 17.7%
Industrials 15.4%
Healthcare 10.8%
Consumer Cyclical 10.2%
Communication Services 5.6%
Energy 5.5%
Basic Materials 4.5%
Consumer Defensive 4.1%
Utilities 3.9%