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Portfolio (Quarterly) Guide ↗

ABC ARBITRAGE SA

· CIK 0002049221
13F Portfolio $1.1B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 313 New
Page 14 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ATO ATMOS ENERGY Corp Utilities 1,339.0 $224K 0.02% NEW $167.63 +5.3%
262 MET METLIFE INC Financial Services 2,831.0 $223K 0.02% NEW $78.94 +0.3%
263 WDAY WORKDAY INC Technology 1,027.0 $221K 0.02% NEW $214.78 -44.7%
264 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,389.0 $219K 0.02% NEW $50.01 -39.0%
265 BNTX BIONTECH SE Healthcare 2,295.0 $218K 0.02% NEW $95.20 -5.9%
266 ZTO ZTO EXPRESS CAYMAN INC Industrials 10,397.0 $217K 0.02% NEW $20.89 +14.3%
267 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP Technology 2,612.0 $217K 0.02% NEW $83.00 -44.5%
268 TYL TYLER TECHNOLOGIES INC Technology 471.0 $214K 0.02% NEW $453.95 -34.1%
269 LIONHEART HOLDINGS 20,000.0 $213K 0.02% NEW $10.63
270 MELAR ACQUISITION CORP I 20,000.0 $213K 0.02% NEW $10.63
271 IPOD DUNE ACQUISITION CORP II Financial Services 20,733.0 $212K 0.02% NEW $10.22 +1.5%
272 MU MICRON TECHNOLOGY INC Technology 737.0 $210K 0.02% NEW $285.41 +171.9%
273 IBAC IB ACQUISITION Corp Financial Services 20,000.0 $210K 0.02% NEW $10.50 +2.4%
274 LAUNCH TWO ACQUISITION Corp 20,000.0 $210K 0.02% NEW $10.49
275 CHARLTON ARIA ACQUISITION Corp 20,000.0 $209K 0.02% NEW $10.45
276 NEWBURY STREET II ACQUISITION Corp 20,000.0 $209K 0.02% NEW $10.43
277 AACB ARTIUS II ACQUISITION INC Financial Services 20,000.0 $206K 0.02% NEW $10.30 +1.4%
278 ASPEN INSURANCE HOLDINGS LTD 5,545.0 $206K 0.02% NEW $37.10
279 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 20,000.0 $205K 0.02% NEW $10.25 +0.1%
280 CHURCHILL CAPITAL CORP XI 20,000.0 $204K 0.02% NEW $10.21
Page 14 of 16  ·  313 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
Financial Services 16.9%
Healthcare 15.3%
Basic Materials 13.9%
Consumer Defensive 13.6%
Technology 8.7%
Communication Services 7.7%
Consumer Cyclical 7.1%
Energy 6.8%
Utilities 5.0%
Industrials 3.3%