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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 18 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 188,100.0 $63.6M 0.07% -108K -36.5% $337.95 +17.2%
342 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 3,806,160.0 $63.6M 0.07% +3.0M +399.4% $16.70 -8.0%
343 PAGP PLAINS GP HLDGS L P Energy 2,612,058.0 $63.4M 0.07% +710K +37.3% $24.28 +2.4%
344 UNM UNUM GROUP Financial Services 862,667.0 $63.0M 0.07% +62K +7.7% $73.03 +13.3%
345 BOOT BOOT BARN HLDGS INC Consumer Cyclical 429,749.0 $62.9M 0.07% +181K +72.9% $146.36 -3.3%
346 BA PUT BOEING CO Industrials 315,900.0 $62.9M 0.07% -528K -62.5% $199.03 +8.0%
347 IVZ INVESCO LTD Financial Services 2,585,048.0 $62.8M 0.07% +1.1M +76.5% $24.29 +12.8%
348 PYPL CALL PAYPAL HLDGS INC Financial Services 1,386,100.0 $62.7M 0.07% -817K -37.1% $45.23 -1.9%
349 PG PUT PROCTER & GAMBLE CO Consumer Defensive 434,000.0 $62.7M 0.07% -436K -50.1% $144.44 -1.4%
350 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 820,175.0 $62.5M 0.07% +459K +127.4% $76.16 +7.8%
351 CAT CATERPILLAR INC Industrials 87,621.0 $62.1M 0.07% NEW $708.46 +21.4%
352 YMM FULL TRUCK ALLIANCE CO LTD Technology 7,473,371.0 $62.0M 0.07% +7.2M +2691.8% $8.30 +3.3%
353 CSCO PUT CISCO SYS INC Technology 794,300.0 $61.6M 0.07% -271K -25.5% $77.59 +53.2%
354 INTC CALL INTEL CORP Technology 1,396,100.0 $61.6M 0.07% -1.5M -52.0% $44.13 +145.1%
355 WCN WASTE CONNECTIONS INC Industrials 378,788.0 $61.5M 0.07% +70K +22.5% $162.44 -2.2%
356 RGA REINSURANCE GROUP AMER INC Financial Services 301,160.0 $61.5M 0.07% +54K +21.6% $204.16 +5.3%
357 SN SHARKNINJA INC Consumer Cyclical 580,384.0 $61.5M 0.07% +524K +931.9% $105.90 +0.5%
358 BLK BLACKROCK INC Financial Services 63,741.0 $61.3M 0.07% -37K -36.5% $961.71 +7.8%
359 NTRA NATERA INC Healthcare 306,300.0 $61.3M 0.07% -62K -16.7% $199.99 -3.7%
360 BK BANK NEW YORK MELLON CORP Financial Services 515,408.0 $61.1M 0.07% -1.1M -69.0% $118.63 +14.9%
Page 18 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%