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Portfolio (Quarterly) Guide ↗

SCS Capital Management LLC

· CIK 0001303159
13F Portfolio $9.2B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 511 New
Page 26 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EDIT EDITAS MEDICINE INC Healthcare 35,000.0 $121K 0.00% NEW $3.47 -20.5%
502 HTZ HERTZ GLOBAL HLDGS INC Industrials 17,651.0 $120K 0.00% NEW $6.80 -22.1%
503 SD SANDRIDGE ENERGY INC Energy 10,000.0 $113K 0.00% NEW $11.28 +35.6%
504 SG SWEETGREEN INC Consumer Cyclical 12,605.0 $101K 0.00% NEW $7.98 +22.6%
505 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 50,000.0 $100K 0.00% NEW $1.99 -65.4%
506 OPAL OPAL FUELS INC Utilities 33,123.0 $73K 0.00% NEW $2.20 -1.8%
507 SMRT SMARTRENT INC Technology 48,056.0 $68K 0.00% NEW $1.41 -9.2%
508 ASTROTECH CORP 11,761.0 $58K 0.00% NEW $4.90
509 TE T1 ENERGY INC Industrials 25,638.0 $56K 0.00% NEW $2.18 +270.6%
510 ATOM ATOMERA INC Technology 10,000.0 $44K NEW $4.42 +109.0%
511 PSNY POLESTAR AUTOMOTIVE HLDG UK Consumer Cyclical 40,670.0 $38K NEW $0.94 +2266.8%
Page 26 of 26  ·  511 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 40.9%
Technology 15.5%
Healthcare 9.8%
Industrials 6.6%
Consumer Cyclical 6.3%
Consumer Defensive 5.8%
Communication Services 5.7%
Energy 4.0%
Real Estate 2.8%
Basic Materials 1.9%