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Portfolio (Quarterly) Guide ↗

Pallas Capital Advisors LLC

· CIK 0001862282
13F Portfolio $3.2B AUM 1,034 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1034 New
Page 47 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 RCAT RED CAT HLDGS INC Technology 15,632.0 $166K 0.01% NEW $10.65 -38.1%
922 RIG TRANSOCEAN LTD Energy 33,793.0 $165K 0.01% NEW $4.89 +11.9%
923 NCNO NCINO INC Technology 10,080.0 $165K 0.01% NEW $16.35 +17.6%
924 KRNY KEARNY FINL CORP MD Financial Services 17,307.0 $164K 0.01% NEW $9.46 -1.3%
925 MFG MIZUHO FINANCIAL GROUP INC Financial Services 16,867.0 $162K 0.01% NEW $9.58 +12.1%
926 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 20,275.0 $160K 0.01% NEW $7.90 -18.2%
927 XPRO EXPRO GROUP HOLDINGS NV Energy 10,403.0 $154K 0.01% NEW $14.77 +11.8%
928 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 11,286.0 $150K 0.01% NEW $13.28 -27.8%
929 CNNE CANNAE HLDGS INC Consumer Cyclical 10,144.0 $146K 0.00% NEW $14.40 +9.7%
930 LYG LLOYDS BANKING GROUP PLC Financial Services 24,992.0 $146K 0.00% NEW $5.83 -3.3%
931 BDN BRANDYWINE RLTY TR Real Estate 44,938.0 $142K 0.00% NEW $3.17 -8.2%
932 KD KYNDRYL HLDGS INC Technology 12,563.0 $142K 0.00% NEW $11.31 +7.1%
933 CRNC CERENCE INC Technology 12,339.0 $140K 0.00% NEW $11.32 -28.7%
934 ARDX ARDELYX INC Healthcare 24,688.0 $126K 0.00% NEW $5.10 -31.8%
935 NEWSMAX INC 15,088.0 $125K 0.00% NEW $8.28
936 COUR COURSERA INC Consumer Defensive 21,531.0 $121K 0.00% NEW $5.64 -9.2%
937 SOUN SOUNDHOUND AI INC Technology 18,630.0 $121K 0.00% NEW $6.47 -7.1%
938 JBLU JETBLUE AIRWAYS CORP Industrials 20,992.0 $120K 0.00% NEW $5.73 -23.4%
939 ACDC PROFRAC HLDG CORP Energy 20,498.0 $119K 0.00% NEW $5.81 -20.1%
940 AMPL AMPLITUDE INC Technology 15,301.0 $117K 0.00% NEW $7.65 +79.8%
Page 47 of 52  ·  1,034 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
Healthcare 33.7%
Technology 19.7%
Financial Services 10.9%
Industrials 9.3%
Consumer Cyclical 7.1%
Energy 6.5%
Communication Services 4.3%
Consumer Defensive 3.0%
Utilities 2.1%
Basic Materials 1.8%