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Portfolio (Quarterly) Guide ↗

CANTOR FITZGERALD, L. P.

· CIK 0001024896
13F Portfolio $10.3B AUM 395 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 363 New
Page 6 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RIO RIO TINTO PLC Basic Materials 110,162.0 $7.3M 0.07% NEW $66.01 +66.0%
102 MSFT MICROSOFT CORP Technology 12,595.0 $6.5M 0.06% NEW $517.95 -21.0%
103 IREN IREN LIMITED Financial Services 136,481.0 $6.4M 0.06% NEW $46.93 +24.4%
104 MRVL MARVELL TECHNOLOGY INC Technology 74,900.0 $6.3M 0.06% NEW $84.07 +117.2%
105 APARTMENT INVT & MGMT CO 735,000.0 $5.8M 0.06% NEW $7.93
106 CRM SALESFORCE INC Technology 24,565.0 $5.8M 0.06% NEW $237.00 -29.3%
107 UBER UBER TECHNOLOGIES INC Technology 58,946.0 $5.8M 0.06% NEW $97.97 -23.8%
108 BTG B2GOLD CORP Basic Materials 1,143,710.0 $5.7M 0.06% NEW $4.95 -1.0%
109 HCM II ACQUISITION CORP 341,328.0 $5.6M 0.05% NEW $16.41
110 FRONTIER COMMUNICATIONS PARE 148,778.0 $5.6M 0.05% NEW $37.35
111 PDD PDD HOLDINGS INC Consumer Cyclical 54,739.0 $5.4M 0.05% NEW $98.29 -2.8%
112 XBP GLOBAL HOLDINGS INC 6,636,853.0 $5.4M 0.05% NEW $0.81
113 PYPL PAYPAL HLDGS INC Financial Services 78,700.0 $5.3M 0.05% NEW $67.06 -32.8%
114 AVIDITY BIOSCIENCES INC 114,236.0 $5.0M 0.05% NEW $43.57
115 GOOGL CALL ALPHABET INC Communication Services 20,000.0 $4.9M 0.05% NEW $243.55 +64.7%
116 MAREX GROUP PLC 140,000.0 $4.7M 0.05% NEW $33.62
117 NKE NIKE INC CLASS B COMMON STOCK Consumer Cyclical 66,174.0 $4.6M 0.04% NEW $69.73 -39.7%
118 GSL GLOBAL SHIP LEASE INC Industrials 142,922.0 $4.4M 0.04% NEW $30.70 +34.8%
119 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 24,140.0 $4.3M 0.04% NEW $178.73 -25.8%
120 EQV VENTURES AC CORP. II 426,714.0 $4.2M 0.04% NEW $9.95
Page 6 of 19  ·  363 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 64.0%
Financial Services 16.2%
Healthcare 6.5%
Consumer Cyclical 5.5%
Communication Services 2.6%
Industrials 2.5%
Utilities 1.7%
Basic Materials 0.6%
Energy 0.3%
Consumer Defensive 0.2%