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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 118 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 BWX SPDR SERIES TRUST 406.0 $9K +111.0 +37.6% $21.95 -0.2%
2342 PAYSAFE LIMITED 1,306.0 $9K +1K +10000.0% $6.81
2343 CCOI COGENT COMM HOLDINGS INC Communication Services 468.0 $9K +273.0 +140.0% $18.85 -8.6%
2344 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,959.0 $9K +2K +1223.7% $4.50 -20.4%
2345 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 560.0 $9K +550.0 +5500.0% $15.72 -11.2%
2346 EBS EMERGENT BIOSOLUTIONS INC Healthcare 1,056.0 $9K +861.0 +441.5% $8.30 -4.3%
2347 LZ LEGALZOOM COM INC Industrials 1,544.0 $9K +1K +269.4% $5.67 +5.8%
2348 SAIL SAILPOINT INC Technology 659.0 $9K +324.0 +96.7% $13.24 +2.0%
2349 BLMN BLOOMIN BRANDS INC Consumer Cyclical 1,613.0 $9K +1K +399.4% $5.40 +48.9%
2350 IMTB ISHARES TR 197.0 $9K +2.0 +1.0% $43.87 -1.5%
2351 MXL MAXLINEAR INC Technology 495.0 $9K +315.0 +175.0% $17.39 +431.1%
2352 BTBT BIT DIGITAL INC Financial Services 6,557.0 $9K +6K +878.7% $1.31 +29.8%
2353 FULC FULCRUM THERAPEUTICS INC Healthcare 1,119.0 $9K +895.0 +399.6% $7.67 -12.8%
2354 GILT GILAT SATELLITE NETWORKS LTD Technology 566.0 $9K +400.0 +241.0% $15.02 +1.1%
2355 GDEN GOLDEN ENTMT INC Consumer Cyclical 312.0 $8K +246.0 +372.7% $26.69 +7.0%
2356 TREE LENDINGTREE INC Financial Services 192.0 $8K +153.0 +392.3% $42.88 -16.7%
2357 CAPR CAPRICOR THERAPEUTICS INC Healthcare 270.0 $8K +177.0 +190.3% $30.40 -7.8%
2358 BKSY BLACKSKY TECHNOLOGY INC Technology 325.0 $8K +104.0 +47.1% $25.16 +70.9%
2359 HTLD HEARTLAND EXPRESS INC Industrials 785.0 $8K +598.0 +319.8% $10.40 +27.9%
2360 FLGT FULGENT GENETICS INC Healthcare 512.0 $8K +412.0 +412.0% $15.90 -1.3%
Page 118 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%