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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 4 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL PUT ORACLE CORP Technology 780,900.0 $114.9M 0.13% -117K -13.0% $147.11 +33.0%
62 EBAY EBAY INC. Consumer Cyclical 1,203,220.0 $109.5M 0.12% -492K -29.0% $91.02 +24.4%
63 AMP AMERIPRISE FINL INC Financial Services 239,153.0 $106.3M 0.12% -47K -16.6% $444.40 +5.8%
64 TT TRANE TECHNOLOGIES PLC Industrials 249,592.0 $104.0M 0.12% -337K -57.5% $416.74 +15.6%
65 TRGP TARGA RES CORP Energy 411,675.0 $103.2M 0.12% -307K -42.7% $250.73 +6.7%
66 LOGI LOGITECH INTL S A Technology 1,128,231.0 $102.1M 0.11% -640K -36.2% $90.52 +11.5%
67 ADBE PUT ADOBE INC Technology 411,400.0 $100.0M 0.11% -591K -59.0% $243.08 +1.9%
68 JNJ PUT JOHNSON & JOHNSON Healthcare 407,100.0 $99.5M 0.11% -293K -41.9% $244.44 -5.6%
69 WM WASTE MGMT INC DEL Industrials 424,250.0 $97.5M 0.11% -270K -38.9% $229.79 -4.8%
70 GRMN GARMIN LTD Technology 410,681.0 $95.3M 0.11% -20K -4.6% $232.01 +1.0%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 571,663.0 $94.5M 0.10% -537K -48.4% $165.34 +16.0%
72 INTC PUT INTEL CORP Technology 2,137,800.0 $94.3M 0.10% -1.0M -32.9% $44.13 +162.7%
73 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 93,100.0 $92.8M 0.10% -144K -60.6% $996.43 +4.5%
74 BWA BORGWARNER INC Consumer Cyclical 1,700,826.0 $92.3M 0.10% -1.3M -43.2% $54.26 +16.5%
75 CAT PUT CATERPILLAR INC Industrials 129,800.0 $92.0M 0.10% -104K -44.5% $708.46 +25.4%
76 BP BP PLC Energy 1,950,584.0 $91.7M 0.10% -434K -18.2% $47.00 -5.6%
77 MRVL CALL MARVELL TECHNOLOGY INC Technology 918,800.0 $91.0M 0.10% -35K -3.7% $99.05 +84.3%
78 HCA HCA HEALTHCARE INC Healthcare 183,870.0 $87.0M 0.10% -19K -9.2% $473.24 -8.6%
79 PUT BERKSHIRE HATHAWAY INC DEL 179,500.0 $86.0M 0.10% -78K -30.2% $479.20
80 LLY CALL ELI LILLY & CO Healthcare 92,800.0 $85.4M 0.10% -47K -33.6% $919.77 +9.5%
Page 4 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%