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Portfolio (Quarterly) Guide ↗

GARDNER LEWIS ASSET MANAGEMENT L P

· CIK 0000941560
13F Portfolio $462M AUM 78 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 20 Added 18 Reduced 28 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Sealed Air Corp. 443,314.0 $18.6M 4.04% +368K +491.1% $42.05
2 Air Lease Corporation 230,505.0 $15.0M 3.24% +127K +121.8% $64.94
3 Blue Foundry Bancorp 1,018,887.0 $13.5M 2.92% +993K +3870.4% $13.24
4 DigitalBridge Group, Inc. 824,111.0 $12.7M 2.75% +758K +1143.8% $15.42
5 MSFT Microsoft Corp. Technology 27,639.0 $10.2M 2.22% +654.0 +2.4% $370.17 +2.5%
6 HTBK Heritage Commerce Corp. Financial Services 816,828.0 $10.2M 2.21% +789K +2784.8% $12.48 +7.8%
7 PRA ProAssurance Corp. Financial Services 409,604.0 $10.1M 2.19% +74K +22.1% $24.72 -0.3%
8 META Meta Platforms, Inc. Communication Services 15,140.0 $8.7M 1.88% +721.0 +5.0% $572.13 +0.9%
9 AVGO Broadcom, Inc. Technology 20,492.0 $6.3M 1.37% +1K +5.4% $309.51 +32.9%
10 CWAN Clearwater Analytics Holdings, Technology 267,300.0 $6.3M 1.37% +91K +51.9% $23.65 +2.7%
11 SHOP Shopify, Inc. - CL A Technology 35,272.0 $4.2M 0.91% +22K +164.8% $118.62 -8.2%
12 NFLX Netflix, Inc. Communication Services 42,350.0 $4.1M 0.88% +11K +33.9% $96.15 -19.5%
13 TSM Taiwan Semiconductor Technology 9,672.0 $3.3M 0.71% +639.0 +7.1% $337.95 +36.7%
14 MLM Martin Marietta Materials, Inc Basic Materials 4,884.0 $2.9M 0.62% +69.0 +1.4% $588.68 +3.5%
15 BABA Alibaba Group Holdings, Ltd. Consumer Cyclical 22,195.0 $2.8M 0.60% +7K +43.3% $125.46 -14.7%
16 HEI HEICO Corp. Industrials 9,673.0 $2.7M 0.57% +695.0 +7.7% $274.20 +22.9%
17 IBKR Interactive Brokers Group, Inc Financial Services 32,275.0 $2.2M 0.47% +1K +4.8% $67.07 +43.1%
18 ISRG Intuitive Surgical, Inc. Healthcare 2,065.0 $952K 0.21% +511.0 +32.9% $460.99 -11.8%
19 DASH DoorDash, Inc. Communication Services 4,370.0 $656K 0.14% +1K +50.0% $150.15 +15.5%
20 BLSH Bullish Technology 14,295.0 $511K 0.11% +3K +22.9% $35.73 -32.5%

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 23.2%
Healthcare 21.2%
Financial Services 20.7%
Consumer Cyclical 11.4%
Communication Services 7.9%
Industrials 6.2%
Energy 2.8%
Consumer Defensive 2.4%
Basic Materials 2.1%
Real Estate 2.0%