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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 19  ·  364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 THOMSON REUTERS Corp 4,267.0 $384K 0.05% NEW $89.98
182 CVS CVS HEALTH Corp Healthcare 5,343.0 $384K 0.05% NEW $71.82 +31.7%
183 MSTR STRATEGY INC Technology 3,073.0 $384K 0.05% +2K +131.1% $124.80 +33.4%
184 GLPG GALAPAGOS NV Healthcare 12,744.0 $382K 0.05% NEW $30.00 -11.9%
185 LUV SOUTHWEST AIRLINES CO Industrials 10,074.0 $378K 0.05% NEW $37.57 -0.4%
186 BILI BILIBILI INC Technology 16,484.0 $372K 0.05% NEW $22.56 -14.7%
187 HWM HOWMET AEROSPACE INC Industrials 1,611.0 $371K 0.05% NEW $230.46 +9.9%
188 OBA OXLEY BRIDGE ACQUISITION LTD Financial Services 36,204.0 $367K 0.05% $10.13 +0.4%
189 KEY KEYCORP Financial Services 17,990.0 $361K 0.05% NEW $20.05 +3.7%
190 PEG PUBLIC SERVICE ENTERPRISE GROUP INC Utilities 4,425.0 $358K 0.05% NEW $80.95 -5.4%
191 CTAS CINTAS CORP Industrials 2,116.0 $358K 0.05% NEW $169.14 +2.1%
192 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 35,000.0 $357K 0.05% $10.20 +0.0%
193 INDIGO ACQUISITION CORP 35,000.0 $357K 0.05% $10.19
194 AXIOM INTELLIGENCE ACQUISITION CORP 1 35,000.0 $355K 0.05% $10.13
195 HVMC HIGHVIEW MERGER CORP Financial Services 35,000.0 $352K 0.05% $10.05 +1.0%
196 AWK AMERICAN WATER WORKS CO INC Utilities 2,583.0 $352K 0.05% NEW $136.09 -8.2%
197 ADM ARCHER-DANIELS-MIDLAND Consumer Defensive 4,798.0 $349K 0.05% NEW $72.69 +9.2%
198 ANET ARISTA NETWORKS INC Technology 2,815.0 $346K 0.05% NEW $122.78 +14.7%
199 VRT VERTIV HOLDINGS CO Industrials 1,360.0 $341K 0.04% NEW $250.58 +30.0%
200 OTIS OTIS WORLDWIDE Corp Industrials 4,358.0 $336K 0.04% NEW $77.08 -9.2%
Page 10 of 19  ·  364 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%