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Portfolio (Quarterly) Guide ↗

Laurion Capital Management LP

· CIK 0001390202
13F Portfolio $2.7B AUM 306 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 193 New 27 Added 61 Reduced 119 Exited
Page 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IT GARTNER INC Technology 1,084.0 $273K 0.01% NEW $252.28 -36.6%
182 BMA BANCO MACRO SA Financial Services 3,000.0 $270K 0.01% NEW $90.16 -15.8%
183 WST WEST PHARMACEUTICAL SVSC INC Healthcare 772.0 $212K 0.01% NEW $275.14 +15.0%
184 NDSN NORDSON CORP Industrials 853.0 $205K 0.01% NEW $240.43 +20.6%
185 CDE COEUR MNG INC Basic Materials 10,631.0 $190K 0.01% NEW $17.83 -1.1%
186 CORBUS PHARMACEUTICALS HLDGS 18,600.0 $151K 0.01% NEW $8.14
187 LULU LULULEMON ATHLETICA INC Consumer Cyclical 500.0 $104K 0.00% NEW $207.81 -38.8%
188 RC READY CAPITAL CORP Real Estate 36,345.0 $79K 0.00% NEW $2.18 -17.0%
189 SITE CTRS CORP 10,927.0 $70K 0.00% NEW $6.42
190 CRWD PUT CROWDSTRIKE HLDGS INC Technology 100.0 $47K 0.00% NEW $468.76 +41.5%
191 AVGO CALL BROADCOM INC Technology 100.0 $35K 0.00% NEW $346.10 +19.7%
192 AVGO PUT BROADCOM INC Technology 100.0 $35K 0.00% NEW $346.10 +19.7%
193 ENCORE ENERGY CORP 11,546.0 $29K 0.00% NEW $2.48
Page 10 of 10  ·  193 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
Communication Services 30.9%
Healthcare 22.8%
Technology 21.5%
Industrials 10.8%
Financial Services 5.4%
Consumer Cyclical 5.1%
Basic Materials 1.5%
Energy 1.3%
Consumer Defensive 0.4%
Utilities 0.3%