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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 16 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DIVERSIFIED ENERGY CO 11,333.0 $164K 0.01% NEW $14.48
302 TAVIA ACQUISITION Corp 15,654.0 $163K 0.01% NEW $10.43
303 PLUM ACQUISITION CORP IV 15,000.0 $157K 0.01% NEW $10.46
304 JACS JACKSON ACQUISITION CO II Financial Services 15,000.0 $156K 0.01% NEW $10.42 +1.7%
305 OWL BLUE OWL CAPITAL INC Financial Services 10,336.0 $154K 0.01% NEW $14.94 -34.3%
306 GIGCAPITAL8 CORP 20,000.0 $6K 0.00% NEW $0.31
307 DRUGS MADE IN AMERICA ACQUISITION II CORP 40,000.0 $6K 0.00% NEW $0.14
308 AI INFRASTRUCTURE ACQUISITION CORP 20,000.0 $5K NEW $0.26
309 TAILWIND 2.0 ACQUISITION CORP 25,000.0 $4K NEW $0.16
310 STONEBRIDGE ACQUISITION II CORP 20,000.0 $3K NEW $0.17
311 EMMIS ACQUISITION CORP 20,000.0 $3K NEW $0.15
312 LAFAYETTE ACQUISITION CORP 20,000.0 $3K NEW $0.14
313 MCKINLEY ACQUISITION CORP 20,000.0 $3K NEW $0.13
Page 16 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%