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Portfolio (Quarterly) Guide ↗

Ionic Capital Management LLC

· CIK 0001386462
13F Portfolio $786M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New
Page 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COIN COINBASE GLOBAL INC Financial Services 1,252.0 $283K 0.04% NEW $226.14 -18.2%
102 GEN DIGITAL INC 62,410.0 $282K 0.04% NEW $4.52
103 ATLANTA BRAVES HLDGS INC 6,191.0 $263K 0.03% NEW $42.49
104 VISIONWAVE HOLDINGS INC 221,898.0 $260K 0.03% NEW $1.17
105 BE BLOOM ENERGY CORP Industrials 2,987.0 $260K 0.03% NEW $86.89 +248.1%
106 GETY GETTY IMAGES HOLDINGS INC Communication Services 185,000.0 $248K 0.03% NEW $1.34 -20.1%
107 USO UNITED STS OIL FD LP Financial Services 3,528.0 $244K 0.03% NEW $69.16 +103.8%
108 CRWV COREWEAVE INC Technology 3,292.0 $236K 0.03% NEW $71.61 +47.3%
109 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,928.0 $232K 0.03% NEW $79.30 +42.6%
110 MSTR STRATEGY INC Technology 1,419.0 $216K 0.03% NEW $151.95 +5.2%
111 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 19,113.0 $213K 0.03% NEW $11.16 -5.6%
112 ETHU PUT VOLATILITY SHS TR 3,800.0 $208K 0.03% NEW $54.70 -62.1%
113 SBET SHARPLINK GAMING INC Financial Services 19,875.0 $178K 0.02% NEW $8.94 -30.3%
114 XXI CALL TWENTY ONE CAP INC Financial Services 20,000.0 $175K 0.02% NEW $8.76 -16.4%
115 KODIAK AI INC. 101,015.0 $155K 0.02% NEW $1.53
116 PENN PENN ENTERTAINMENT INC Consumer Cyclical 10,000.0 $148K 0.02% NEW $14.75 +14.4%
117 TMC THE METALS COMPANY INC 112,693.0 $145K 0.02% NEW $1.29
118 FCX FREEPORT-MCMORAN INC Basic Materials 2,500.0 $127K 0.02% NEW $50.79 +22.0%
119 AURORA INNOVATION INC 538,267.0 $121K 0.01% NEW $0.23
120 BED BATH & BEYOND INC 145,121.0 $96K 0.01% NEW $0.66
Page 6 of 8  ·  147 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 32.9%
Consumer Cyclical 16.9%
Industrials 14.7%
Financial Services 14.4%
Basic Materials 10.3%
Communication Services 6.1%
Consumer Defensive 3.5%
Healthcare 1.3%
Real Estate 0.1%