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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 85 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 LIN CALL LINDE PLC Basic Materials 9,600.0 $4.8M 0.01% -2K -16.5% $495.76 +3.8%
1682 DG CALL DOLLAR GEN CORP Consumer Defensive 39,800.0 $4.7M 0.01% -150K -79.1% $118.73 -11.5%
1683 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 17,000.0 $4.7M 0.01% +2K +9.7% $277.87 +29.0%
1684 DUK DUKE ENERGY CORP NEW Utilities 36,071.0 $4.7M 0.01% -101K -73.6% $130.94 -4.8%
1685 PUT FORTINET INC 57,700.0 $4.7M 0.01% -119K -67.3% $81.72
1686 CRI CARTERS INC Consumer Cyclical 131,858.0 $4.7M 0.01% -32K -19.6% $35.76 +5.0%
1687 ANRO ALTO NEUROSCIENCE INC Healthcare 209,268.0 $4.7M 0.01% +96K +85.5% $22.48 -4.2%
1688 TBPH THERAVANCE BIOPHARMA INC Healthcare 289,473.0 $4.7M 0.01% -184K -38.9% $16.23 +2.0%
1689 ALTO ALTO INGREDIENTS INC Basic Materials 969,959.0 $4.7M 0.01% +535K +123.2% $4.84 -5.8%
1690 SIBN SI BONE INC Healthcare 371,526.0 $4.7M 0.01% +142K +61.7% $12.63 +17.3%
1691 MSM MSC INDL DIRECT INC Industrials 50,803.0 $4.7M 0.01% NEW $92.27 +14.9%
1692 GNRC GENERAC HLDGS INC Industrials 23,985.0 $4.7M 0.01% NEW $195.33 +26.9%
1693 UNP CALL UNION PAC CORP Industrials 19,300.0 $4.7M 0.01% -11K -36.1% $242.62 +9.6%
1694 AEP CALL AMERICAN ELEC PWR CO INC Utilities 35,700.0 $4.7M 0.01% -14K -27.4% $131.08 -1.1%
1695 F PUT FORD MTR CO Consumer Cyclical 405,300.0 $4.7M 0.01% -231K -36.3% $11.54 +18.5%
1696 SLM SLM CORP Financial Services 218,112.0 $4.7M 0.01% NEW $21.41 +2.8%
1697 CMCO COLUMBUS MCKINNON CORP N Y Industrials 321,029.0 $4.7M 0.01% -23K -6.7% $14.53 +0.9%
1698 OLMA OLEMA PHARMACEUTICALS INC Healthcare 312,812.0 $4.7M 0.01% NEW $14.91 -5.7%
1699 RWL INVESCO EXCH TRADED FD TR II 40,377.0 $4.6M 0.01% +17K +73.9% $114.91 +9.0%
1700 VALE CALL VALE S A Basic Materials 291,500.0 $4.6M 0.01% +176K +151.3% $15.91 +2.8%
Page 85 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%