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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $4.1B AUM 645 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 79 New 204 Added 265 Reduced 88 Exited
Page 33 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DYAI DYADIC INTL INC DEL Healthcare 29,969.0 $27K 0.00% $0.90 -14.7%
642 KOS KOSMOS ENERGY LTD Energy 12,000.0 $25K 0.00% -15K -55.6% $2.11 +29.9%
643 MYPS PLAYSTUDIOS INC Technology 29,600.0 $15K -4K -12.4% $0.50 +2.2%
644 ESTRELLA IMMUNOPHARMA INC 12,000.0 $12K -14K -53.9% $1.04
645 CGTX COGNITION THERAPEUTICS INC Healthcare 10,000.0 $12K $1.15 -14.6%
Page 33 of 33  ·  645 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 38.3%
Financial Services 21.7%
Communication Services 9.0%
Healthcare 8.5%
Consumer Cyclical 6.5%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 2.5%
Basic Materials 2.3%
Real Estate 0.8%