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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 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMZN AMAZON COM INC Consumer Cyclical 2,050.0 $473K 0.06% NEW $230.82 +15.4%
82 SPRO SPERO THERAPEUTICS INC Healthcare 195,939.0 $457K 0.06% NEW $2.33 +18.5%
83 SIRI SIRIUSXM HOLDINGS INC Communication Services 22,500.0 $450K 0.06% NEW $20.00 +44.5%
84 SCHL SCHOLASTIC CORP Communication Services 15,000.0 $444K 0.06% NEW $29.63 +37.4%
85 IQ IQIYI INC Communication Services 231,424.0 $444K 0.06% NEW $1.92 -43.2%
86 WOLF WOLFSPEED INC Technology 25,519.0 $444K 0.06% NEW $17.41 +300.9%
87 ATLANTA BRAVES HLDGS INC 10,689.0 $422K 0.05% NEW $39.45
88 ETHA ISHARES ETHEREUM TR Financial Services 18,672.0 $419K 0.05% NEW $22.43 -30.6%
89 UNH UNITEDHEALTH GROUP INC Healthcare 1,268.0 $419K 0.05% NEW $330.11 +17.7%
90 KGC KINROSS GOLD CORP Basic Materials 14,500.0 $408K 0.05% NEW $28.16 +0.5%
91 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 35,000.0 $394K 0.05% NEW $11.26 +15.2%
92 MSTR PUT STRATEGY INC Technology 2,500.0 $380K 0.05% NEW $151.95 +5.2%
93 CORZ CORE SCIENTIFIC INC NEW Technology 25,000.0 $364K 0.05% NEW $14.56 +73.5%
94 BLDR CALL BUILDERS FIRSTSOURCE INC Industrials 3,500.0 $360K 0.05% NEW $102.89 -27.9%
95 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 15,000.0 $351K 0.04% NEW $23.39 +21.7%
96 CALL STUBHUB HLDGS INC 25,000.0 $338K 0.04% NEW $13.53
97 XZO EXZEO GROUP INC Financial Services 13,519.0 $328K 0.04% NEW $24.25 -46.5%
98 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,000.0 $309K 0.04% NEW $102.89 -27.9%
99 SSTK SHUTTERSTOCK INC Communication Services 15,381.0 $294K 0.04% NEW $19.10 -15.1%
100 BBAI BIGBEAR AI HLDGS INC Technology 54,000.0 $292K 0.04% NEW $5.40 -22.6%
Page 5 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%