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Portfolio (Quarterly) Guide ↗

CHESAPEAKE ASSET MANAGEMENT LLC

· CIK 0001079397
13F Portfolio $126M AUM 328 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 66 Added 56 Reduced 73 Exited
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PEGA PEGASYSTEMS INC Technology 266 $16K 0.01% SOLD
22 MOD MODINE MFG CO Consumer Cyclical 100 $13K 0.01% SOLD
23 DOCN DIGITALOCEAN HLDGS INC Technology 245 $12K 0.01% SOLD
24 FTAI AVIATION LTD F 58 $11K 0.01% SOLD
25 SMTC SEMTECH CORP Technology 153 $11K 0.01% SOLD
26 DOCS DOXIMITY INC CLASS A Healthcare 233 $10K 0.01% SOLD
27 BROS DUTCH BROS INC CLASS A Consumer Cyclical 163 $10K 0.01% SOLD
28 GLOBUS MED INC CLASS CLASS A 109 $10K 0.01% SOLD
29 RVLV REVOLVE GROUP INC CLASS A Consumer Cyclical 313 $9K 0.01% SOLD
30 AVAV AEROVIRONMENT INC Industrials 39 $9K 0.01% SOLD
31 HALO HALOZYME THERAPEUTICS IN Healthcare 130 $9K 0.01% SOLD
32 ZETA ZETA GLOBAL HLDGS CORP CLASS CLASS A Technology 422 $9K 0.01% SOLD
33 INTA INTAPP INC Technology 181 $8K 0.01% SOLD
34 ELF E L F BEAUTY INC Consumer Defensive 105 $8K 0.01% SOLD
35 LTH LIFE TIME GROUP HLDGS IN Consumer Cyclical 276 $7K 0.01% SOLD
36 FRONTIER COMMUNICATIONS 192 $7K 0.01% SOLD
37 BOOT BOOT BARN HLDGS INC Consumer Cyclical 41 $7K 0.01% SOLD
38 OLLI OLLIES BARGAIN OUTLET HL Consumer Defensive 66 $7K 0.01% SOLD
39 HQY HEALTHEQUITY INC Healthcare 78 $7K 0.01% SOLD
40 CRUS CIRRUS LOGIC INC Technology 58 $7K 0.01% SOLD
Page 2 of 4  ·  73 positions
Sector Allocation
Financial Services 22.2%
Technology 20.5%
Healthcare 13.7%
Industrials 12.3%
Energy 8.0%
Communication Services 7.2%
Consumer Defensive 5.3%
Utilities 3.7%
Consumer Cyclical 3.6%
Real Estate 2.3%