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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 3 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HIMS PUT HIMS & HERS HEALTH INC Healthcare 890,100.0 $50.5M 0.49% NEW $56.72 -57.3%
42 LLY ELI LILLY & CO Healthcare 65,866.0 $50.3M 0.49% NEW $763.00 +31.9%
43 IONQ PUT IONQ INC Technology 805,000.0 $49.5M 0.48% NEW $61.50 -6.6%
44 HIMS HIMS & HERS HEALTH INC Healthcare 858,604.0 $48.7M 0.47% NEW $56.72 -57.3%
45 NVO NOVO-NORDISK A S Healthcare 857,000.0 $47.6M 0.46% NEW $55.49 -17.5%
46 NVDA CALL NVIDIA CORP Technology 250,000.0 $46.6M 0.45% NEW $186.58 +26.3%
47 CRWV PUT COREWEAVE INC Technology 330,000.0 $45.2M 0.44% NEW $136.85 -16.5%
48 INTC PUT INTEL CORP Technology 1,200,000.0 $40.3M 0.39% NEW $33.55 +245.5%
49 RIOT RIOT PLATFORMS INC Financial Services 2,106,692.0 $40.1M 0.39% NEW $19.03 +29.4%
50 RIOT PUT RIOT PLATFORMS INC Financial Services 2,075,000.0 $39.5M 0.38% NEW $19.03 +29.4%
51 NVO PUT NOVO-NORDISK A S Healthcare 700,000.0 $38.8M 0.38% NEW $55.49 -17.5%
52 LLY PUT ELI LILLY & CO Healthcare 50,000.0 $38.1M 0.37% NEW $763.00 +31.9%
53 AMZN AMAZON COM INC Consumer Cyclical 168,963.0 $37.1M 0.36% NEW $219.57 +20.3%
54 XLV SELECT SECTOR SPDR TR 260,000.0 $36.2M 0.35% NEW $139.17 +4.3%
55 BMNR BITMINE IMMERSION TECNOLOGIES Financial Services 687,184.0 $35.7M 0.35% NEW $51.93 -61.7%
56 XLE SELECT SECTOR SPDR TR 397,668.0 $35.5M 0.34% NEW $89.34 -33.5%
57 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 1,901,819.0 $34.1M 0.33% NEW $17.92 -50.1%
58 RBLX ROBLOX CORP Technology 244,673.0 $33.9M 0.33% NEW $138.52 -68.4%
59 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 575,000.0 $29.9M 0.29% NEW $51.93 -61.7%
60 SATL SATELLOGIC INC Technology 13,380,873.0 $28.0M 0.27% NEW $2.09 +313.6%
Page 3 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%