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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $181M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 565 New
Page 29 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ELDN ELEDON PHARMACEUTICALS I Healthcare 1.0 $2.0 NEW $2.00 +94.5%
562 AYR WELLNESS INC 26 WTFWARRANTS EXP 02/07/26 342.0 $1.0 NEW $0.00
563 ITERUM THERAPEUTICS PL F 3.0 $1.0 NEW $0.33
564 IANTHUS CAP HLDGS INC F 75.0 NEW
565 NASCENT PHARMA HLDGS INC 12.0 NEW
Page 29 of 29  ·  565 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 34.3%
Financial Services 14.1%
Consumer Cyclical 10.9%
Healthcare 10.7%
Communication Services 7.0%
Industrials 6.6%
Consumer Defensive 5.0%
Energy 3.6%
Utilities 3.5%
Basic Materials 3.2%