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Portfolio (Quarterly) Guide ↗

SCS Capital Management LLC

· CIK 0001303159
13F Portfolio $9.4B AUM 493 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 126 Added 179 Reduced 39 Exited
Page 25 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 WT WISDOMTREE INC Financial Services 13,028.0 $159K 0.00% $12.19 +57.7%
482 VIR VIR BIOTECHNOLOGY INC Healthcare 24,200.0 $146K 0.00% $6.03 +47.3%
483 CGBD CARLYLE SECURED LENDING INC Financial Services 11,314.0 $146K 0.00% $12.89 -16.3%
484 SD SANDRIDGE ENERGY INC Energy 10,000.0 $144K 0.00% $14.43 +7.6%
485 OSCR OSCAR HEALTH INC Healthcare 10,000.0 $144K 0.00% $14.37 +54.1%
486 SMRT SMARTRENT INC Technology 45,261.0 $91K 0.00% -3K -5.8% $2.02 -39.1%
487 HTZ HERTZ GLOBAL HLDGS INC Industrials 17,651.0 $91K 0.00% $5.14 -1.6%
488 OPAL OPAL FUELS INC Utilities 33,123.0 $78K 0.00% $2.36 -14.7%
489 EDIT EDITAS MEDICINE INC Healthcare 35,000.0 $72K 0.00% $2.05 +30.2%
490 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 50,000.0 $70K 0.00% $1.39 -51.3%
491 ASTROTECH CORP 11,761.0 $41K $3.46
492 ZONE CLEANCORE SOLUTIONS INC Industrials 100,000.0 $26K NEW $0.26 +147.8%
493 ATOM ATOMERA INC Technology 10,000.0 $22K $2.21 +285.1%
Page 25 of 25  ·  493 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
Financial Services 41.4%
Technology 14.8%
Healthcare 9.3%
Consumer Cyclical 7.3%
Industrials 6.9%
Communication Services 6.1%
Consumer Defensive 5.2%
Energy 4.2%
Real Estate 2.4%
Basic Materials 1.9%