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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 43 of 43  ·  849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GPRK GEOPARK ORD Energy 12,825.0 $95K 0.01% NEW $7.41 +31.3%
842 PAYO PAYONEER GLOBAL ORD Technology 16,786.0 $94K 0.01% NEW $5.62 -12.1%
843 SXC SUNCOKE ENERGY ORD Energy 12,514.0 $90K 0.01% NEW $7.20 +16.7%
844 ADTRAN HOLDINGS ORD 10,283.0 $89K 0.01% NEW $8.69
845 AHRT ARMADA HOFFLER PROPERTIES REIT ORD Financial Services 13,314.0 $88K 0.01% NEW $6.62 +4.5%
846 MYGN MYRIAD GENETICS ORD Healthcare 14,300.0 $88K 0.01% NEW $6.15 -37.9%
847 KRNY KEARNY FINANCIAL ORD Financial Services 10,912.0 $81K 0.00% NEW $7.41 +10.7%
848 RUM RUMBLE CL A ORD Technology 12,257.0 $77K 0.00% NEW $6.32 +29.7%
849 TLS TELOS ORD Technology 10,693.0 $55K 0.00% NEW $5.10 -9.0%
Page 43 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%