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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 9 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ULTA ULTA BEAUTY INC Consumer Cyclical 250,748.0 $131.1M 0.15% +135K +117.2% $522.71 -6.1%
162 VTRS VIATRIS INC Healthcare 9,666,750.0 $130.6M 0.14% +9.1M +1767.3% $13.51 +22.9%
163 BERKSHIRE HATHAWAY INC DEL 271,539.0 $130.1M 0.14% -488K -64.3% $479.20
164 RBLX ROBLOX CORP Technology 2,283,075.0 $129.1M 0.14% -2.1M -48.5% $56.56 -21.0%
165 NOC NORTHROP GRUMMAN CORP Industrials 187,878.0 $128.2M 0.14% +33K +21.1% $682.24 -20.5%
166 FOLD AMICUS THERAPEUTIC Healthcare 8,809,340.0 $127.4M 0.14% +4.4M +98.7% $14.46 +0.2%
167 LEIDOS HOLDINGS INC 813,458.0 $126.5M 0.14% +383K +88.8% $155.52
168 ROKU ROKU INC Communication Services 1,333,685.0 $126.2M 0.14% +64K +5.1% $94.62 +30.9%
169 WAB WABTEC Industrials 502,140.0 $125.5M 0.14% +121K +31.6% $249.91 +4.8%
170 EME EMCOR GROUP INC Industrials 169,410.0 $125.1M 0.14% -122K -41.8% $738.31 +22.7%
171 ATI ATI INC Industrials 858,818.0 $124.9M 0.14% +429K +99.6% $145.46 +5.6%
172 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,317,494.0 $124.9M 0.14% +639K +38.1% $53.88 -5.7%
173 CTRE CARETRUST REIT INC Real Estate 3,405,183.0 $124.8M 0.14% +2.0M +137.3% $36.65 +13.5%
174 BURL BURLINGTON STORES INC Consumer Cyclical 383,231.0 $124.7M 0.14% +318K +486.3% $325.38 -11.2%
175 CTRA COTERRA ENERGY INC Energy 3,531,301.0 $124.1M 0.14% NEW $35.14 -7.3%
176 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 788,972.0 $124.1M 0.14% +583K +282.9% $157.28 -1.7%
177 THC TENET HEALTHCARE CORP Healthcare 653,332.0 $123.3M 0.14% +499K +324.4% $188.71 +4.2%
178 MU CALL MICRON TECHNOLOGY INC Technology 364,300.0 $123.1M 0.14% -156K -29.9% $337.84 +122.4%
179 JBL JABIL INC Technology 461,587.0 $122.6M 0.14% -168K -26.6% $265.63 +28.0%
180 DASH DOORDASH INC Communication Services 813,794.0 $122.2M 0.14% NEW $150.15 +6.0%
Page 9 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%