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Portfolio (Quarterly) Guide ↗

ExodusPoint Capital Management, LP

· CIK 0001736225
13F Portfolio $12.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1473 New
Page 14 of 74  ·  1,473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ITT ITT INC Industrials 57,523.0 $10.0M 0.08% NEW $173.51 +13.7%
262 EYPT EYEPOINT INC Healthcare 544,077.0 $9.9M 0.08% NEW $18.27 -28.6%
263 CXT CRANE NXT CO Industrials 210,004.0 $9.9M 0.08% NEW $47.07 -15.0%
264 KIM KIMCO RLTY CORP Real Estate 486,544.0 $9.9M 0.08% NEW $20.27 +21.1%
265 TT TRANE TECHNOLOGIES PLC Industrials 24,961.0 $9.7M 0.08% NEW $389.20 +18.7%
266 RLAY RELAY THERAPEUTICS INC Healthcare 1,141,880.0 $9.7M 0.08% NEW $8.46 +69.3%
267 BAX BAXTER INTL INC Healthcare 503,628.0 $9.6M 0.07% NEW $19.11 +2.4%
268 BBIO BRIDGEBIO PHARMA INC Healthcare 125,302.0 $9.6M 0.07% NEW $76.49 -13.1%
269 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 31,497.0 $9.6M 0.07% NEW $303.89 +38.3%
270 CWAN CLEARWATER ANALYTICS HLDGS I Technology 394,445.0 $9.5M 0.07% NEW $24.12 +1.1%
271 AEP AMERICAN ELEC PWR CO INC Utilities 82,380.0 $9.5M 0.07% NEW $115.31 +12.6%
272 HLI HOULIHAN LOKEY INC Financial Services 54,025.0 $9.4M 0.07% NEW $174.19 -15.2%
273 TOST TOAST INC Technology 264,785.0 $9.4M 0.07% NEW $35.51 -30.8%
274 CSGP COSTAR GROUP INC Real Estate 139,296.0 $9.4M 0.07% NEW $67.24 -51.9%
275 CNH INDL N V 1,011,270.0 $9.3M 0.07% NEW $9.22
276 EIX EDISON INTL Utilities 155,310.0 $9.3M 0.07% NEW $60.02 +19.6%
277 Q QNITY ELECTRONICS INC Technology 113,801.0 $9.3M 0.07% NEW $81.65 +95.5%
278 CNC CENTENE CORP DEL Healthcare 225,710.0 $9.3M 0.07% NEW $41.15 +41.8%
279 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 613,326.0 $9.2M 0.07% NEW $15.06 -28.9%
280 WAFD WAFD INC Financial Services 287,947.0 $9.2M 0.07% NEW $32.03 +11.3%
Page 14 of 74  ·  1,473 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 29.6%
Healthcare 12.3%
Industrials 11.3%
Financial Services 10.0%
Consumer Cyclical 9.3%
Utilities 7.9%
Consumer Defensive 5.2%
Basic Materials 4.4%
Real Estate 3.5%
Energy 3.4%