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Portfolio (Quarterly) Guide ↗

Alyeska Investment Group, L.P.

· CIK 0001453072
13F Portfolio $35.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 575 New
Page 16 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,180.0 $22.4M 0.06% NEW $5355.33 -97.1%
302 PRAXIS PRECISION MEDICINES I 74,376.0 $21.9M 0.06% NEW $294.74
303 FORWARD INDS INC N Y 3,250,161.0 $21.5M 0.06% NEW $6.61
304 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 2,067,152.0 $21.3M 0.06% NEW $10.28 +0.2%
305 VINE HILL CAP INVT CORP. 1,967,329.0 $21.2M 0.06% NEW $10.77
306 AXS AXIS CAP HLDGS LTD Financial Services 197,806.0 $21.2M 0.06% NEW $107.09 -6.6%
307 STC STEWART INFORMATION SVCS COR Financial Services 300,000.0 $21.1M 0.06% NEW $70.26 -2.1%
308 TTAN SERVICETITAN INC Technology 191,900.0 $20.4M 0.06% NEW $106.50 -41.3%
309 VXX BARCLAYS BANK PLC Financial Services 770,000.0 $20.4M 0.06% NEW $26.47 +4.2%
310 ENPH ENPHASE ENERGY INC Energy 632,711.0 $20.3M 0.06% NEW $32.05 +55.0%
311 AXTI AXT INC Technology 1,234,693.0 $20.2M 0.06% NEW $16.35 +590.4%
312 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 1,763,546.0 $19.9M 0.06% NEW $11.26 +12.6%
313 CALX CALIX INC Technology 375,132.0 $19.9M 0.06% NEW $52.93 -24.7%
314 APA APA CORPORATION Energy 806,392.0 $19.7M 0.06% NEW $24.46 +64.1%
315 WDAY WORKDAY INC Technology 91,683.0 $19.7M 0.06% NEW $214.78 -40.0%
316 TII TITAN MNG CORP Basic Materials 6,666,666.0 $19.6M 0.06% NEW $2.95 -19.6%
317 MPWR MONOLITHIC PWR SYS INC Technology 21,578.0 $19.6M 0.06% NEW $906.36 +64.0%
318 PECO PHILLIPS EDISON & CO INC Real Estate 545,401.0 $19.4M 0.06% NEW $35.57 +12.5%
319 RVMD REVOLUTION MEDICINES INC Healthcare 239,097.0 $19.0M 0.05% NEW $79.65 +81.3%
320 BIDU BAIDU INC Communication Services 139,308.0 $18.2M 0.05% NEW $130.66 +5.4%
Page 16 of 29  ·  575 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 21.8%
Consumer Cyclical 18.3%
Industrials 12.7%
Healthcare 11.7%
Real Estate 8.5%
Financial Services 7.1%
Communication Services 6.7%
Energy 5.9%
Consumer Defensive 5.6%
Basic Materials 1.2%