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Portfolio (Quarterly) Guide ↗

Magnetar Financial LLC

· CIK 0001352851
13F Portfolio $9.8B AUM 1,755 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 608 New 138 Added 171 Reduced 374 Exited
Page 17 of 57  ·  1,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ULTA ULTA BEAUTY INC Consumer Cyclical 3,771.0 $2.0M 0.02% +140.0 +3.9% $522.71 -7.7%
322 STNG SCORPIO TANKERS INC Energy 26,328.0 $2.0M 0.02% +22K +552.2% $74.66 +8.6%
323 BMY BRISTOL-MYERS SQUIBB CO Healthcare 32,473.0 $1.9M 0.02% NEW $59.73 -2.4%
324 NTRA NATERA INC Healthcare 9,696.0 $1.9M 0.02% NEW $199.99 -2.8%
325 PAYX PAYCHEX INC Industrials 20,799.0 $1.9M 0.02% NEW $93.12 +1.9%
326 S SENTINELONE INC Technology 149,961.0 $1.9M 0.02% NEW $12.88 +36.1%
327 BHE BENCHMARK ELECTRS INC Technology 34,077.0 $1.9M 0.02% NEW $56.06 +46.7%
328 FIVE FIVE BELOW INC Consumer Cyclical 8,357.0 $1.9M 0.02% -15K -64.9% $228.48 -5.2%
329 CENCORA INC 6,129.0 $1.9M 0.02% +4K +174.5% $309.93
330 FDX FEDEX CORP Industrials 5,550.0 $1.9M 0.02% NEW $341.76 +9.7%
331 BLDR BUILDERS FIRSTSOURCE INC Industrials 24,019.0 $1.9M 0.02% +12K +106.1% $78.85 -14.5%
332 DHIL DIAMOND HILL INVT GROUP INC Financial Services 10,971.0 $1.9M 0.02% +286.0 +2.7% $172.10 +1.7%
333 EQX EQUINOX GOLD CORP Basic Materials 129,873.0 $1.9M 0.02% NEW $14.46 -14.5%
334 AFG AMERICAN FINANCIAL GROUP INC Financial Services 14,663.0 $1.9M 0.02% +11K +350.5% $127.71 +7.3%
335 CVS CVS HEALTH CORP Healthcare 26,670.0 $1.9M 0.02% NEW $70.14 +34.3%
336 AZN ASTRAZENECA PLC Healthcare 9,449.0 $1.9M 0.02% NEW $197.22 -6.4%
337 DOLE DOLE PLC Consumer Defensive 128,869.0 $1.8M 0.02% NEW $14.29 -0.1%
338 KYIV KYIVSTAR GROUP LTD Communication Services 193,950.0 $1.8M 0.02% NEW $9.33 +43.4%
339 DG DOLLAR GEN CORP Consumer Defensive 15,029.0 $1.8M 0.02% NEW $117.84 -12.8%
340 IDT IDT CORP Communication Services 35,902.0 $1.8M 0.02% +19K +115.3% $49.10 +7.8%
Page 17 of 57  ·  1,130 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 67.9%
Financial Services 12.2%
Healthcare 5.4%
Industrials 4.9%
Communication Services 2.0%
Consumer Cyclical 1.7%
Consumer Defensive 1.7%
Basic Materials 1.6%
Energy 1.0%
Utilities 0.9%