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Portfolio (Quarterly) Guide ↗

CANTOR FITZGERALD, L. P.

· CIK 0001024896
13F Portfolio $6.6B AUM 216 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 210 New 244 Exited
Page 6 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XBP XBP GLOBAL HOLDINGS INC Technology 811,088.0 $5.5M 0.08% NEW $6.81 -64.4%
102 TERRESTRIAL ENERGY INC 2,575,000.0 $5.5M 0.08% NEW $2.12
103 UNP UNION PAC CORP Industrials 23,484.0 $5.4M 0.08% NEW $231.32 +17.2%
104 RACE FERRARI N V Consumer Cyclical 13,926.0 $5.2M 0.08% NEW $374.30 -12.2%
105 DKNG DRAFTKINGS INC NEW Consumer Cyclical 148,691.0 $5.1M 0.08% NEW $34.46 -27.9%
106 PLTR PALANTIR TECHNOLOGIES INC Technology 28,198.0 $5.0M 0.08% NEW $177.75 -25.2%
107 SOUN PUT SOUNDHOUND AI INC Technology 500,000.0 $5.0M 0.08% NEW $9.97 -16.3%
108 ALIT ALIGHT INC Technology 2,498,990.0 $4.9M 0.07% NEW $1.95 -59.3%
109 SEALED AIR CORP NEW 117,000.0 $4.8M 0.07% NEW $41.43
110 FRONTIER COMMUNICATIONS PARE 123,003.0 $4.7M 0.07% NEW $38.07
111 COIN COINBASE GLOBAL INC Financial Services 20,564.0 $4.7M 0.07% NEW $226.14 -15.6%
112 MP MP MATERIALS CORP Basic Materials 90,967.0 $4.6M 0.07% NEW $50.52 +8.1%
113 ANGLOGOLD ASHANTI PLC 53,647.0 $4.6M 0.07% NEW $85.28
114 CONFLUENT INC 150,000.0 $4.5M 0.07% NEW $30.24
115 CRWV COREWEAVE INC Technology 63,306.0 $4.5M 0.07% NEW $71.61 +37.6%
116 ANET ARISTA NETWORKS INC Technology 34,573.0 $4.5M 0.07% NEW $131.03 +8.3%
117 TACO BERTO ACQUISITION CORP Financial Services 440,434.0 $4.5M 0.07% NEW $10.14 +2.7%
118 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 125,000.0 $4.3M 0.07% NEW $34.46 -27.9%
119 MP PUT MP MATERIALS CORP Basic Materials 80,000.0 $4.0M 0.06% NEW $50.52 +8.1%
120 IWN ISHARES TR 22,179.0 $4.0M 0.06% NEW $181.21 +13.1%
Page 6 of 11  ·  210 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 57.3%
Financial Services 20.9%
Consumer Cyclical 6.6%
Healthcare 6.1%
Communication Services 3.9%
Industrials 3.0%
Utilities 1.9%
Basic Materials 0.2%
Energy 0.1%
Consumer Defensive 0.0%