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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 7 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OUTFRONT MEDIA INC 2,202,748.0 $58.4M 0.07% -562K -20.3% $26.50
122 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 375,400.0 $57.5M 0.06% -585K -60.9% $153.10 -20.9%
123 MCD MCDONALDS CORP Consumer Cyclical 184,822.0 $57.4M 0.06% -170K -48.0% $310.79 -11.5%
124 T AT&T INC Communication Services 1,975,087.0 $57.3M 0.06% -4.7M -70.5% $28.99 -14.9%
125 HD PUT HOME DEPOT INC Consumer Cyclical 173,700.0 $57.1M 0.06% -143K -45.1% $328.89 -7.5%
126 PANW PUT PALO ALTO NETWORKS INC Technology 353,700.0 $56.7M 0.06% -74K -17.3% $160.32 +48.6%
127 NEM CALL NEWMONT CORP Basic Materials 516,200.0 $55.9M 0.06% -18K -3.4% $108.25 +7.5%
128 FOX FOX CORP Communication Services 1,050,336.0 $55.8M 0.06% -149K -12.4% $53.10 +10.4%
129 QCOM PUT QUALCOMM INC Technology 427,400.0 $55.0M 0.06% -242K -36.1% $128.78 +55.4%
130 PEP PUT PEPSICO INC Consumer Defensive 350,800.0 $54.5M 0.06% -420K -54.5% $155.29 -4.3%
131 SYY SYSCO CORP Consumer Defensive 759,026.0 $54.1M 0.06% -684K -47.4% $71.33 +2.4%
132 ACGL ARCH CAP GROUP LTD Financial Services 561,945.0 $53.9M 0.06% -100K -15.1% $95.99 -2.1%
133 SUI SUN CMNTYS INC Real Estate 427,964.0 $53.9M 0.06% -42K -8.9% $125.96 -3.2%
134 CHRW C H ROBINSON WORLDWIDE IN Industrials 318,047.0 $52.8M 0.06% -258K -44.8% $166.07 -1.5%
135 MRK PUT MERCK & CO INC Healthcare 438,100.0 $52.7M 0.06% -370K -45.8% $120.29 -5.7%
136 TDS TELEPHONE & DATA SYS INC Communication Services 1,249,999.0 $52.6M 0.06% -32K -2.5% $42.10 -0.6%
137 CPRT COPART INC Industrials 1,577,941.0 $52.4M 0.06% -2.8M -64.0% $33.20 -1.7%
138 C CALL CITIGROUP INC Financial Services 461,200.0 $52.3M 0.06% -620K -57.4% $113.41 +8.8%
139 GLW CORNING INC Technology 384,521.0 $52.3M 0.06% -245K -39.0% $135.97 +53.2%
140 MRNA PUT MODERNA INC Healthcare 1,024,900.0 $52.1M 0.06% -786K -43.4% $50.80 -1.5%
Page 7 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%