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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 42 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PRGO PERRIGO ORD Healthcare 12,080.0 $168K 0.01% NEW $13.92 -19.4%
822 AEVA AEVA TECHNOLOGIES ORD Consumer Cyclical 12,508.0 $166K 0.01% NEW $13.28 +90.7%
823 QNST QUINSTREET ORD Communication Services 11,551.0 $166K 0.01% NEW $14.37 -14.5%
824 PRTA PROTHENA ORD Healthcare 16,900.0 $161K 0.01% NEW $9.55 +2.9%
825 BBBY BED BATH AND BEYOND ORD Consumer Cyclical 29,483.0 $161K 0.01% NEW $5.46 +2.6%
826 VERASTEM ORD 20,793.0 $161K 0.01% NEW $7.72
827 VLYPN VALLEY NATIONAL ORD Financial Services 13,643.0 $159K 0.01% NEW $11.68 +121.3%
828 HLX HELIX ENERGY SOLUTIONS GROUP ORD Energy 25,409.0 $159K 0.01% NEW $6.27 +60.8%
829 MNTN CL A ORD 12,800.0 $153K 0.01% NEW $11.94
830 MITK MITEK SYSTEMS ORD Technology 13,868.0 $146K 0.01% NEW $10.55 +51.9%
831 VET VERMILION ENERGY ORD Energy 16,723.0 $139K 0.01% NEW $8.34 +47.5%
832 HUN HUNTSMAN ORD Basic Materials 13,776.0 $138K 0.01% NEW $10.00 +45.1%
833 IVR INVESCO MORTGAGE CAPITAL REIT ORD Real Estate 16,283.0 $137K 0.01% NEW $8.41 -6.4%
834 FULC FULCRUM THERAPEUTICS ORD Healthcare 11,996.0 $136K 0.01% NEW $11.31 -41.9%
835 TNGX TANGO THERAPEUTICS ORD Healthcare 14,792.0 $131K 0.01% NEW $8.86 +128.4%
836 LILAK LIBERTY LATIN AMERICA CL C ORD Communication Services 17,082.0 $127K 0.01% NEW $7.46 +7.6%
837 BTDR BITDEER TECHNOLOGIES CL A ORD Technology 11,195.0 $125K 0.01% NEW $11.21 +30.7%
838 NABL N ABLE ORD Technology 14,247.0 $107K 0.01% NEW $7.48 -51.1%
839 VENTYX BIOSCIENCES ORD 11,663.0 $105K 0.01% NEW $9.03
840 REPL REPLIMUNE GROUP ORD Healthcare 10,486.0 $102K 0.01% NEW $9.72 -49.5%
Page 42 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%