Portfolio (Quarterly) Guide ↗

PINCUS CAPITAL MANAGEMENT, LP

· CIK 0002109652

13F Portfolio $144M AUM 50 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 4 Added 21 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	1,510	$231K	0.15%	SOLD
2	XSW	SPDR SERIES TRUST	—	1,150	$215K	0.14%	SOLD

Sector Allocation

Technology 28.6%

Consumer Defensive 26.8%

Financial Services 16.3%

Healthcare 11.2%

Communication Services 8.2%

Industrials 6.1%

Consumer Cyclical 2.0%

Utilities 0.9%