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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 14 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LEN LENNAR CORP Consumer Cyclical 976,379.0 $84.8M 0.09% +605K +163.1% $86.84 -5.2%
262 SOUTHSTATE BK CORP 914,557.0 $84.6M 0.09% +76K +9.0% $92.52
263 BR BROADRIDGE FINL SOLUTIONS IN Technology 520,620.0 $84.6M 0.09% +116K +28.7% $162.48 -7.3%
264 GOOG PUT ALPHABET INC Communication Services 294,100.0 $84.4M 0.09% +130K +78.8% $286.86 +37.1%
265 WPM WHEATON PRECIOUS METALS CORP Basic Materials 643,267.0 $84.3M 0.09% +355K +123.1% $131.01 -0.5%
266 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 574,800.0 $84.1M 0.09% -273K -32.2% $146.28 -8.4%
267 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,370,293.0 $84.1M 0.09% NEW $61.35 -23.2%
268 OTIS OTIS WORLDWIDE CORP Industrials 1,087,124.0 $83.8M 0.09% -402K -27.0% $77.08 -7.9%
269 SO SOUTHERN CO Utilities 866,507.0 $83.6M 0.09% +175K +25.3% $96.52 -4.1%
270 NTNX NUTANIX INC Technology 2,187,579.0 $83.1M 0.09% NEW $38.01 +21.9%
271 NOW CALL SERVICENOW INC Technology 793,400.0 $82.9M 0.09% +202K +34.3% $104.55 -9.1%
272 SEALED AIR CORP NEW 1,970,954.0 $82.9M 0.09% +886K +81.7% $42.05
273 XLV SELECT SECTOR SPDR TR 565,210.0 $82.9M 0.09% NEW $146.61 -0.6%
274 BA CALL BOEING CO Industrials 413,200.0 $82.2M 0.09% -149K -26.5% $199.03 +10.8%
275 NOW PUT SERVICENOW INC Technology 786,300.0 $82.2M 0.09% +155K +24.5% $104.55 -9.1%
276 CNM CORE & MAIN INC Industrials 1,656,137.0 $81.8M 0.09% +1.3M +375.6% $49.40 -6.6%
277 AMAT PUT APPLIED MATLS INC Technology 238,400.0 $81.5M 0.09% -218K -47.8% $341.79 +21.0%
278 EWY ISHARES INC 660,775.0 $81.3M 0.09% +653K +8842.7% $123.01 +43.2%
279 EHC ENCOMPASS HEALTH CORP Healthcare 839,807.0 $81.2M 0.09% -112K -11.8% $96.73 +10.2%
280 HIG HARTFORD INSURANCE GROUP INC Financial Services 592,788.0 $80.2M 0.09% +133K +28.8% $135.23 -1.0%
Page 14 of 174  ·  3,479 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%