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Portfolio (Quarterly) Guide ↗

Greenland Capital Management LP

· CIK 0001896430
13F Portfolio $786.6B AUM 278 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 54 Added 79 Reduced 163 Exited
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18,100.0 $1.0M 0.13% NEW $56.49 -8.3%
42 CALL SANDISK CORP 1,600.0 $1.0M 0.13% NEW $635.34
43 AVA AVISTA CORP Utilities 24,724.0 $992K 0.13% NEW $40.14 +0.7%
44 INFLEQTION INC 218,148.0 $965K 0.12% NEW $4.43
45 STWD STARWOOD PPTY TR INC Real Estate 56,000.0 $964K 0.12% NEW $17.22 -0.5%
46 CORE SCIENTIFIC INC NEW 109,264.0 $956K 0.12% NEW $8.75
47 CBRE CALL CBRE GROUP INC Real Estate 7,000.0 $948K 0.12% NEW $135.46 -4.1%
48 JLL JONES LANG LASALLE INC Real Estate 3,100.0 $943K 0.12% NEW $304.32 -5.1%
49 JBL JABIL INC Technology 3,455.0 $918K 0.12% NEW $265.63 +33.4%
50 AGNC AGNC INVT CORP Real Estate 87,100.0 $874K 0.11% NEW $10.03 +3.1%
51 WGMI CALL VALKYRIE ETF TRUST II 25,000.0 $870K 0.11% NEW $34.82 +64.3%
52 CPNG COUPANG INC Consumer Cyclical 46,050.0 $869K 0.11% NEW $18.88 -12.1%
53 LITE LUMENTUM HLDGS INC Technology 1,221.0 $858K 0.11% NEW $702.76 +42.6%
54 MDLN MEDLINE INC Healthcare 19,195.0 $854K 0.11% NEW $44.50 -12.6%
55 CC CHEMOURS CO Basic Materials 36,000.0 $793K 0.10% NEW $22.03 +5.0%
56 CWAN CLEARWATER ANALYTICS HLDGS I Technology 33,150.0 $784K 0.10% NEW $23.65 +3.0%
57 KYIVSTAR GROUP LTD 222,471.0 $779K 0.10% NEW $3.50
58 MLYS CALL MINERALYS THERAPEUTICS INC Healthcare 26,000.0 $704K 0.09% NEW $27.09 +0.7%
59 PLD PROLOGIS INC. Real Estate 5,000.0 $661K 0.08% NEW $132.18 +7.9%
60 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,000.0 $654K 0.08% NEW $327.07 +8.1%
Page 3 of 6  ·  114 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
Utilities 29.8%
Real Estate 15.5%
Communication Services 12.4%
Technology 12.2%
Industrials 9.7%
Consumer Cyclical 6.2%
Healthcare 5.7%
Financial Services 4.5%
Energy 2.0%
Basic Materials 1.2%