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Portfolio (Quarterly) Guide ↗

ABC ARBITRAGE SA

· CIK 0002049221
13F Portfolio $752.9B AUM 364 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 221 New 26 Added 47 Reduced 170 Exited
Page 10 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DNMX DYNAMIX CORP III Financial Services 20,000.0 $198K 0.03% NEW $9.92 +0.7%
182 BLUE WATER ACQUISITION CORP IV 20,000.0 $198K 0.03% NEW $9.92
183 QDRO ACQUISITION CORP 20,000.0 $198K 0.03% NEW $9.91
184 CAG CONAGRA BRANDS INC Consumer Defensive 12,343.0 $194K 0.03% NEW $15.72 -14.6%
185 TK TEEKAY Corp Energy 15,703.0 $192K 0.03% NEW $12.21 +8.0%
186 PATH UIPATH INC Technology 17,133.0 $190K 0.03% NEW $11.10 -12.9%
187 SSL SASOL Basic Materials 14,602.0 $189K 0.03% NEW $12.96 +1.3%
188 UMC UNITED MICROELECTRONICS CORP Technology 19,658.0 $177K 0.02% NEW $8.98 +90.8%
189 F FORD MOTOR CO Consumer Cyclical 14,922.0 $172K 0.02% NEW $11.54 +25.5%
190 LYG LLOYDS BANKING GROUP PLC Financial Services 30,910.0 $155K 0.02% NEW $5.03 +2.6%
191 NU NU HOLDINGS LTD/CAYMAN ISLANDS Financial Services 10,787.0 $155K 0.02% NEW $14.37 -10.0%
192 UHG UNITED HOMES GROUP INC Consumer Cyclical 36,581.0 $42K 0.01% NEW $1.16 +5.2%
193 SAFEGUARD ACQUISITION CORP 20,000.0 $8K 0.00% NEW $0.40
194 INVEST GREEN ACQUISITION CORP 40,000.0 $8K 0.00% NEW $0.19
195 CRANE HARBOR ACQUISITION CORP II 40,000.0 $7K 0.00% NEW $0.18
196 INFINITE EAGLE ACQUISITION CORP 40,000.0 $7K 0.00% NEW $0.18
197 SPACSPHERE ACQUISITION CORP 40,000.0 $7K 0.00% NEW $0.18
198 M EVO GLOBAL ACQUISITION CORP II 20,000.0 $7K 0.00% NEW $0.34
199 SC II ACQUISITION CORP 30,000.0 $7K 0.00% NEW $0.22
200 TWELVE SEAS INVESTMENT CO III 40,000.0 $6K 0.00% NEW $0.15
Page 10 of 12  ·  221 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
Energy 13.0%
Healthcare 12.9%
Financial Services 12.5%
Consumer Defensive 11.9%
Technology 10.4%
Basic Materials 9.0%
Communication Services 8.8%
Consumer Cyclical 7.8%
Utilities 5.9%
Industrials 4.5%