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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $34.3B AUM 4,879 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 212 New 1057 Added 819 Reduced 97 Exited
Page 117 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 PMVP PMV PHARMACEUTICALS INC Healthcare 17,487.0 $23K $1.34 -6.7%
2322 CTM CASTELLUM INC Technology 31,179.0 $22K $0.72 -12.7%
2323 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 11,718.0 $21K NEW $1.78 -2.2%
2324 MIST MILESTONE PHARMACEUTICALS IN Healthcare 15,500.0 $21K -2K -9.0% $1.34 -17.9%
2325 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 400.0 $20K $49.80 +246.5%
2326 COLLPLANT BIOTECHNOLOGIES LT 57,000.0 $20K $0.35
2327 OPK OPKO HEALTH INC Healthcare 12,383.0 $19K NEW $1.50 -9.3%
2328 STIM NEURONETICS INC Healthcare 14,247.0 $19K -18K -55.8% $1.30 +151.5%
2329 COPX CALL GLOBAL X FDS 2,500.0 $17K $6.90 +1165.8%
2330 SOLESENCE INC 20,000.0 $15K $0.73
2331 NRSN NEUROSENSE THERAPEUTICS LTD Healthcare 16,528.0 $12K $0.72 -40.0%
2332 AVGO CALL BROADCOM INC Technology 100.0 $10K $95.55 +310.7%
2333 GLD CALL SPDR GOLD TR Financial Services 1,000.0 $6K $6.15 +6493.3%
2334 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 4,000.0 $960.0 $0.24 +15075.0%
2335 TTD CALL THE TRADE DESK INC Technology 2,000.0 $600.0 $0.30 +4366.7%
2336 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 300.0 $75.0 -200.0 -40.0% $0.25 +61624.0%
2337 VALE CALL VALE S A Basic Materials 200.0 $44.0 +100.0 +100.0% $0.22 +6150.0%
Page 117 of 117  ·  2,337 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 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%