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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $56.4B AUM 11,499 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New 2532 Added 1234 Reduced 255 Exited
Page 109 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 KASPI KZ JSC 284.0 $21K +280.0 +7000.0% $74.13
2162 FIRST FNDTN INC 3,529.0 $21K +832.0 +30.9% $5.90
2163 FIGS FIGS INC Consumer Cyclical 1,409.0 $21K +409.0 +40.9% $14.77 -22.1%
2164 MFA MFA FINL INC Real Estate 2,161.0 $21K +2K +406.1% $9.58 -1.6%
2165 LILAK LIBERTY LATIN AMERICA LTD Communication Services 2,309.0 $20K +2K +398.7% $8.82 -14.9%
2166 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 7,148.0 $20K +6K +398.5% $2.83 +44.2%
2167 RNST RENASANT CORP Financial Services 557.0 $20K +144.0 +34.9% $36.13 +10.1%
2168 VRTS VIRTUS INVT PARTNERS INC Financial Services 149.0 $20K +113.0 +313.9% $134.35 +4.3%
2169 ENIC ENEL CHILE SA Utilities 5,035.0 $20K +5K +1264.5% $3.94 +6.3%
2170 PDM PIEDMONT REALTY TRUST INC Real Estate 3,011.0 $20K +2K +137.1% $6.57 +21.0%
2171 ESRT EMPIRE ST RLTY TR INC Real Estate 3,757.0 $20K +518.0 +16.0% $5.20 +6.3%
2172 SDGR SCHRODINGER INC Healthcare 1,716.0 $19K +1K +483.7% $11.36 +6.1%
2173 SEZL SEZZLE INC Financial Services 308.0 $19K +174.0 +129.8% $63.29 +61.9%
2174 RLGT RADIANT LOGISTICS INC Industrials 2,738.0 $19K +2K +420.5% $7.05 +16.9%
2175 AURA AURA BIOSCIENCES INC Healthcare 2,869.0 $19K +3K +1649.4% $6.69 +10.5%
2176 PFBC PREFERRED BK LOS ANGELES CA Financial Services 211.0 $19K +8.0 +3.9% $90.69 +1.2%
2177 SONO SONOS INC Technology 1,424.0 $19K +29.0 +2.1% $13.40 +10.1%
2178 EGHT 8X8 INC NEW Technology 11,457.0 $19K +8K +241.2% $1.66 +44.0%
2179 CLBT CELLEBRITE DI LTD Technology 1,372.0 $19K +589.0 +75.2% $13.78 -2.3%
2180 WTTR SELECT WATER SOLUTIONS INC Utilities 1,228.0 $19K +982.0 +399.2% $15.30 +27.8%
Page 109 of 127  ·  2,532 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 27.0%
Financial Services 21.0%
Industrials 9.4%
Communication Services 8.8%
Healthcare 8.7%
Consumer Cyclical 8.4%
Energy 5.7%
Consumer Defensive 4.2%
Utilities 3.1%
Real Estate 2.1%