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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 22 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ETSY INC 141,816.0 $7.9M 0.02% NEW $55.44
422 OKTA OKTA INC Technology 90,262.0 $7.8M 0.02% NEW $86.47 -4.3%
423 MCO MOODYS CORP Financial Services 14,961.0 $7.6M 0.02% NEW $510.85 -16.0%
424 WLK WESTLAKE CORPORATION Basic Materials 103,041.0 $7.6M 0.02% NEW $73.94 +19.8%
425 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 200,000.0 $7.5M 0.02% NEW $37.45 +50.0%
426 LENZ LENZ THERAPEUTICS INC Healthcare 463,495.0 $7.4M 0.02% NEW $16.00 -56.9%
427 CPT CAMDEN PPTY TR Real Estate 66,133.0 $7.3M 0.02% NEW $110.08 -6.8%
428 UWMC UWM HOLDINGS CORPORATION Financial Services 1,655,790.0 $7.3M 0.02% NEW $4.38 -31.5%
429 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 728,600.0 $7.1M 0.02% NEW $9.73 -31.9%
430 AII AMERICAN INTEGRITY INS GROUP Financial Services 327,405.0 $6.8M 0.02% NEW $20.83 -18.7%
431 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 275,000.0 $6.6M 0.02% NEW $24.18 +110.9%
432 IDYA IDEAYA BIOSCIENCES INC Healthcare 192,308.0 $6.6M 0.02% NEW $34.57 -18.4%
433 OCULIS HOLDING AG 331,332.0 $6.6M 0.02% NEW $19.97
434 HTFL HEARTFLOW INC Healthcare 225,000.0 $6.6M 0.02% NEW $29.15 -2.8%
435 IMNM IMMUNOME INC Healthcare 293,750.0 $6.3M 0.02% NEW $21.48 -2.8%
436 TWFG INC 215,778.0 $6.2M 0.02% NEW $28.77
437 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 334,771.0 $6.2M 0.02% NEW $18.50 -62.0%
438 SEI SOLARIS ENERGY INFRAS INC Energy 134,590.0 $6.2M 0.02% NEW $45.97 +70.9%
439 AIRO AIRO GROUP HLDGS INC Industrials 750,540.0 $6.1M 0.02% NEW $8.18 -26.5%
440 OM OUTSET MED INC Healthcare 1,614,582.0 $6.0M 0.02% NEW $3.71 +0.3%
Page 22 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%