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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $341M AUM 731 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 166 Added 118 Reduced 224 Exited
Page 35 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PAGS PAGSEGURO DIGITAL LTD Technology 13,926.0 $140K 0.04% $10.02 -8.0%
682 PALISADE BIO INC 79,495.0 $139K 0.04% NEW $1.75
683 ANGX ANGEL STUDIOS INC Communication Services 44,471.0 $136K 0.04% NEW $3.05 -9.5%
684 TE T1 ENERGY INC Industrials 29,524.0 $130K 0.04% $4.39 +138.0%
685 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 15,471.0 $128K 0.04% NEW $8.25 +5.9%
686 DRH DIAMONDROCK HOSPITALITY CO Real Estate 13,588.0 $127K 0.04% NEW $9.37 +18.0%
687 VFF VILLAGE FARMS INTL INC Consumer Defensive 44,487.0 $126K 0.04% -35K -43.8% $2.84 -10.6%
688 BV BRIGHTVIEW HLDGS INC Industrials 10,713.0 $126K 0.04% -5K -32.2% $11.79 +8.4%
689 ACRS ACLARIS THERAPEUTICS INC Healthcare 33,007.0 $124K 0.04% NEW $3.75 +20.3%
690 TG TREDEGAR CORP Industrials 15,485.0 $123K 0.04% NEW $7.95 +0.6%
691 ARHS ARHAUS INC Consumer Cyclical 18,000.0 $122K 0.04% +5K +41.2% $6.78 -5.0%
692 EBS EMERGENT BIOSOLUTIONS INC Healthcare 14,577.0 $121K 0.04% NEW $8.30 +10.0%
693 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 17,539.0 $120K 0.04% NEW $6.83 +12.4%
694 TMQ TRILOGY METALS INC NEW Basic Materials 33,126.0 $119K 0.04% NEW $3.59 +18.7%
695 NNDM NANO DIMENSION LTD Technology 68,863.0 $117K 0.03% $1.70 +4.7%
696 ADT ADT INC DEL Industrials 17,807.0 $117K 0.03% NEW $6.57 +5.5%
697 SLDP SOLID POWER INC Industrials 37,783.0 $113K 0.03% NEW $3.00 +7.7%
698 NIOCORP DEVS LTD 25,198.0 $112K 0.03% +12K +93.3% $4.46
699 OWL BLUE OWL CAPITAL INC Financial Services 12,275.0 $112K 0.03% NEW $9.13 +10.6%
700 RR RICHTECH ROBOTICS INC Industrials 52,369.0 $109K 0.03% NEW $2.09 +51.7%
Page 35 of 37  ·  731 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
Industrials 19.3%
Technology 14.7%
Financial Services 14.5%
Healthcare 13.4%
Consumer Cyclical 9.3%
Real Estate 6.5%
Basic Materials 5.0%
Consumer Defensive 5.0%
Utilities 5.0%
Energy 4.8%