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Portfolio (Quarterly) Guide ↗

Entropy Technologies, LP

· CIK 0001976151
13F Portfolio $1.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 849 New
Page 36 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TAC TRANSALTA ORD Utilities 23,977.0 $303K 0.02% NEW $12.64 +8.7%
702 KURA KURA ONCOLOGY ORD Healthcare 29,100.0 $302K 0.02% NEW $10.39 +9.1%
703 EXPO EXPONENT ORD Industrials 4,326.0 $300K 0.02% NEW $69.46 -17.9%
704 EPAC ENERPAC TOOL GROUP CL A ORD Industrials 7,835.0 $300K 0.02% NEW $38.24 -9.3%
705 MATX MATSON ORD Industrials 2,420.0 $299K 0.02% NEW $123.55 +47.5%
706 JBGS JBG SMITH PROPERTIES ORD Real Estate 17,570.0 $299K 0.02% NEW $17.01 -14.2%
707 PURSUIT ATTRACTIONS AND HOSPTLTY ORD 8,869.0 $299K 0.02% NEW $33.68
708 KBR KBR ORD Industrials 7,427.0 $299K 0.02% NEW $40.20 -17.0%
709 CXM SPRINKLR CL A ORD Technology 37,895.0 $295K 0.02% NEW $7.78 -33.2%
710 VNO VORNADO REALTY REIT ORD Real Estate 8,845.0 $294K 0.02% NEW $33.28 -3.0%
711 PAY PAYMENTUS HOLDINGS CL A ORD Technology 9,306.0 $294K 0.02% NEW $31.59 -26.4%
712 FIDELIS INSURANCE HOLDINGS ORD 15,012.0 $294K 0.02% NEW $19.57
713 EYE NATIONAL VISION HOLDINGS ORD Consumer Cyclical 11,359.0 $293K 0.02% NEW $25.82 -32.6%
714 MMI MARCUS & MILLICHAP INC. ORD Real Estate 10,744.0 $293K 0.02% NEW $27.29 +5.7%
715 GOLD GOLD ORD Financial Services 8,605.0 $293K 0.02% NEW $34.05 +28.8%
716 SKYT SKYWATER TECHNOLOGY ORD Technology 16,061.0 $292K 0.02% NEW $18.16 +105.9%
717 IVT INVENTRUST PROPERTIES ORD Real Estate 10,296.0 $290K 0.02% NEW $28.21 +16.7%
718 TWST TWIST BIOSCIENCE ORD Healthcare 9,132.0 $290K 0.02% NEW $31.72 +91.0%
719 BANR BANNER ORD Financial Services 4,605.0 $289K 0.02% NEW $62.66 +3.3%
720 GATX GATX ORD Industrials 1,676.0 $284K 0.01% NEW $169.60 +0.6%
Page 36 of 43  ·  849 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 16.8%
Financial Services 15.6%
Industrials 15.0%
Healthcare 11.4%
Consumer Cyclical 8.7%
Consumer Defensive 6.5%
Utilities 6.0%
Real Estate 5.7%
Energy 5.6%
Communication Services 4.5%