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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 54 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 5,700.0 $1.1M 0.00% -2K -28.8% $186.53 +7.4%
1062 XLK PUT SELECT SECTOR SPDR TR 8,000.0 $1.1M 0.00% -134K -94.3% $132.90 +30.4%
1063 MBWM MERCANTILE BK CORP Financial Services 21,010.0 $1.1M 0.00% -52K -71.2% $50.50 +1.4%
1064 ADSK CALL AUTODESK INC Technology 4,400.0 $1.1M 0.00% -5K -51.6% $239.40 +2.0%
1065 TDG CALL TRANSDIGM GROUP INC Industrials 900.0 $1.0M 0.00% -900.0 -50.0% $1158.96 +2.0%
1066 PNC PUT PNC FINL SVCS GROUP INC Financial Services 5,000.0 $1.0M 0.00% -4K -44.4% $208.09 +2.7%
1067 SHEL PUT SHELL PLC Energy 11,100.0 $1.0M 0.00% -5K -30.2% $93.00 -4.7%
1068 VUG VANGUARD INDEX FDS 2,360.0 $1.0M 0.00% -431.0 -15.4% $436.79 -80.2%
1069 LW CALL LAMB WESTON HLDGS INC Consumer Defensive 24,200.0 $1.0M 0.00% -17K -41.4% $42.26 +3.3%
1070 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 41,907.0 $1.0M 0.00% -9K -17.1% $23.99 -7.3%
1071 XLC SELECT SECTOR SPDR TR 9,004.0 $998K 0.00% -360K -97.6% $110.86 +4.5%
1072 TOL PUT TOLL BROTHERS INC Consumer Cyclical 7,300.0 $996K 0.00% -41K -84.9% $136.47 -7.0%
1073 PSX PUT PHILLIPS 66 Energy 5,400.0 $984K 0.00% -25K -82.3% $182.18 -1.3%
1074 TFC PUT TRUIST FINL CORP Financial Services 21,400.0 $984K 0.00% -26K -54.4% $45.97 +2.3%
1075 AKAM CALL AKAMAI TECHNOLOGIES INC Technology 8,500.0 $976K 0.00% -26K -75.5% $114.85 +23.1%
1076 DHI PUT D R HORTON INC Consumer Cyclical 7,100.0 $974K 0.00% -56K -88.8% $137.22 +0.2%
1077 PSTG CALL EVERPURE INC Technology 16,500.0 $974K 0.00% -15K -48.3% $59.04 +41.9%
1078 UDMY UDEMY INC Consumer Defensive 209,342.0 $967K 0.00% -43K -17.0% $4.62 +0.2%
1079 CROX CALL CROCS INC Consumer Cyclical 11,600.0 $963K 0.00% -66K -85.0% $83.02 +16.8%
1080 FAST PUT FASTENAL CO Industrials 20,700.0 $960K 0.00% -21K -50.8% $46.40 -5.2%
Page 54 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%