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Portfolio (Quarterly) Guide ↗

O'Connor Alternative Investments LLC

· CIK 0002081629
13F Portfolio $1.4B AUM 156 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 156 New
Page 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOULPOWER 150,000.0 $1.6M 0.11% NEW $10.35
82 FUTURECRES 150,000.0 $1.5M 0.11% NEW $10.30
83 VACI VIKING ACQ Financial Services 150,000.0 $1.5M 0.11% NEW $10.22 +0.0%
84 PYROPHYTE 150,000.0 $1.5M 0.11% NEW $10.20
85 EQV VENTUR 150,000.0 $1.5M 0.11% NEW $10.18
86 AA MISSION 150,000.0 $1.5M 0.11% NEW $10.16
87 FEZ SPDR INDEX 22,100.0 $1.5M 0.11% NEW $68.68 +4.7%
88 SAC SAFEGUARD Financial Services 150,000.0 $1.5M 0.11% NEW $10.06 +0.3%
89 SPGI S&P GLOBAL Financial Services 3,700.0 $1.5M 0.11% NEW $407.26 +0.8%
90 ABT ABBOTT LAB Healthcare 16,500.0 $1.5M 0.11% NEW $90.74 +21.6%
91 CL COLGATE PA Consumer Defensive 16,300.0 $1.5M 0.11% NEW $91.68 -1.6%
92 GILD GILEAD SCI Healthcare 11,800.0 $1.5M 0.11% NEW $126.34 +10.0%
93 MIR MIRION TEC Industrials 82,400.0 $1.5M 0.11% NEW $17.93 -12.2%
94 UTHR UNITED THE Healthcare 2,700.0 $1.5M 0.11% NEW $541.83 -6.2%
95 VST VISTRA COR Utilities 9,200.0 $1.5M 0.11% NEW $158.63 -7.9%
96 AIG AMERICAN I Financial Services 19,300.0 $1.4M 0.10% NEW $74.53 +1.7%
97 PEP PEPSICO IN Consumer Defensive 10,600.0 $1.4M 0.10% NEW $135.40 +2.1%
98 CRH PLC 13,300.0 $1.4M 0.10% NEW $107.00
99 CHENGHE AC 125,000.0 $1.3M 0.09% NEW $10.16
100 LATA GALATA ACQ Financial Services 125,000.0 $1.3M 0.09% NEW $10.10 +0.5%
Page 5 of 8  ·  156 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
Industrials 83.2%
Financial Services 7.6%
Communication Services 5.8%
Consumer Cyclical 1.5%
Healthcare 0.7%
Utilities 0.5%
Technology 0.4%
Consumer Defensive 0.3%