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Portfolio (Quarterly) Guide ↗

Tudor Investment Corp

· CIK 0000923093
13F Portfolio $54.0B AUM 3,423 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3419 New 2 Added 1 Reduced
Page 67 of 171  ·  3,419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BROS Dutch Bros Inc - US Consumer Cyclical 62,687.0 $3.8M 0.01% NEW $61.22 -12.7%
1322 KTOS CALL Kratos Defense & Security Solutions Inc - US Industrials 50,500.0 $3.8M 0.01% NEW $75.91 -28.0%
1323 NIO CALL Nio Inc - US ADR Consumer Cyclical 750,000.0 $3.8M 0.01% NEW $5.10 +9.8%
1324 TMO CALL Thermo Fisher Scientific Inc - US Healthcare 6,600.0 $3.8M 0.01% NEW $579.45 -22.0%
1325 PODD Insulet Corp - US Healthcare 13,447.0 $3.8M 0.01% NEW $284.24 -44.9%
1326 FRME First Merchants Corp - US Financial Services 101,567.0 $3.8M 0.01% NEW $37.48 +7.3%
1327 NXDR Nextdoor Holdings Inc - US Communication Services 1,811,451.0 $3.8M 0.01% NEW $2.10 -3.8%
1328 HSY CALL Hershey Co/The - US Consumer Defensive 20,900.0 $3.8M 0.01% NEW $181.98 +4.6%
1329 GOGO Gogo Inc - US Communication Services 814,165.0 $3.8M 0.01% NEW $4.66 -14.2%
1330 KBR Kbr Inc - US Industrials 94,375.0 $3.8M 0.01% NEW $40.20 -20.1%
1331 CCI PUT Crown Castle Inc - US REIT Real Estate 42,500.0 $3.8M 0.01% NEW $88.87 +3.6%
1332 NEOG Neogen Corp - US Healthcare 539,326.0 $3.8M 0.01% NEW $6.99 +26.8%
1333 SANM PUT Sanmina Corp - US Technology 25,100.0 $3.8M 0.01% NEW $150.07 +54.0%
1334 JCI CALL Johnson Controls International Plc - US Industrials 31,400.0 $3.8M 0.01% NEW $119.75 +13.1%
1335 CNS Cohen & Steers Inc - US Financial Services 59,834.0 $3.8M 0.01% NEW $62.78 +14.9%
1336 DFAC Dimensional US Core Equity 2 ETF - US ETP 94,836.0 $3.8M 0.01% NEW $39.59 +9.5%
1337 ANDG Andersen Group Inc - US Consumer Cyclical 144,544.0 $3.7M 0.01% NEW $25.93 +47.0%
1338 TTMI CALL Ttm Technologies Inc - US Technology 54,200.0 $3.7M 0.01% NEW $69.00 +145.4%
1339 SHO Sunstone Hotel Investors Inc - US REIT Real Estate 418,303.0 $3.7M 0.01% NEW $8.94 +18.0%
1340 GGAL PUT Grupo Financiero Galicia Sa - US ADR Financial Services 69,100.0 $3.7M 0.01% NEW $53.94 -18.4%
Page 67 of 171  ·  3,419 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
Technology 21.3%
Financial Services 20.2%
Consumer Cyclical 12.8%
Industrials 11.5%
Healthcare 9.8%
Communication Services 7.4%
Energy 5.4%
Basic Materials 4.1%
Real Estate 3.5%
Consumer Defensive 2.2%