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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 31 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 DE PUT DEERE & CO Industrials 59,200.0 $33.3M 0.04% -7K -10.2% $563.30 -5.7%
602 AVY AVERY DENNISON CORP Industrials 192,581.0 $33.3M 0.04% -70K -26.7% $172.68 -8.0%
603 AGI ALAMOS GOLD INC Basic Materials 746,789.0 $33.2M 0.04% -38K -4.8% $44.43 -11.7%
604 CHWY CHEWY INC Consumer Cyclical 1,228,191.0 $33.2M 0.04% +1.2M +3084.1% $27.00 -26.2%
605 FSLR FIRST SOLAR INC Energy 167,952.0 $33.1M 0.04% NEW $197.26 +26.2%
606 KINIKSA PHARMACEUTICALS INTL 686,853.0 $33.1M 0.04% -79K -10.4% $48.15
607 JBS N.V. 1,841,274.0 $33.1M 0.04% +455K +32.9% $17.96
608 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 406,715.0 $33.0M 0.04% +366K +900.9% $81.23 -0.4%
609 HTGC HERCULES CAPITAL INC Financial Services 2,235,750.0 $33.0M 0.04% +709K +46.5% $14.77 +4.7%
610 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 112,717.0 $33.0M 0.04% NEW $292.75 +33.2%
611 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 891,226.0 $32.8M 0.04% +89K +11.1% $36.81 -2.8%
612 NVO CALL NOVO-NORDISK A S Healthcare 888,500.0 $32.7M 0.04% -778K -46.7% $36.75 +20.8%
613 TTAN SERVICETITAN INC Technology 513,908.0 $32.6M 0.04% +253K +96.7% $63.46 -1.1%
614 NVR NVR INC Consumer Cyclical 4,936.0 $32.5M 0.04% -9K -65.3% $6589.83 -8.2%
615 APP CALL APPLOVIN CORP Technology 81,400.0 $32.4M 0.04% -71K -46.6% $398.00 +22.1%
616 PDD PUT PDD HOLDINGS INC Consumer Cyclical 315,700.0 $32.3M 0.04% -250K -44.2% $102.18 -4.3%
617 IDCC INTERDIGITAL INC Technology 106,738.0 $32.2M 0.04% +36K +50.4% $302.00 -11.6%
618 MATX MATSON INC Industrials 196,216.0 $32.2M 0.04% +59K +43.0% $163.94 +11.5%
619 IBM INTERNATIONAL BUSINESS MACHS Technology 132,196.0 $32.0M 0.04% -95K -41.9% $242.39 +4.4%
620 TSEM TOWER SEMICONDUCTOR LTD Technology 182,495.0 $32.0M 0.04% -37K -17.0% $175.48 +50.7%
Page 31 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%