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Portfolio (Quarterly) Guide ↗

Alyeska Investment Group, L.P.

· CIK 0001453072
13F Portfolio $35.4B AUM 605 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 216 New 157 Added 180 Reduced 186 Exited
Page 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLD PROLOGIS INC. Real Estate 409,005.0 $54.1M 0.15% NEW $132.18 +7.9%
42 NOC NORTHROP GRUMMAN CORP Industrials 78,312.0 $53.4M 0.15% NEW $682.24 -19.6%
43 AMT AMERICAN TOWER CORP Real Estate 303,834.0 $52.4M 0.15% NEW $172.58 -1.1%
44 FRSH FRESHWORKS INC Technology 6,451,569.0 $51.8M 0.15% NEW $8.03 +4.9%
45 PWR QUANTA SVCS INC Industrials 91,973.0 $50.5M 0.14% NEW $549.02 +42.1%
46 PINS PINTEREST INC Communication Services 2,656,744.0 $48.7M 0.14% NEW $18.34 +3.8%
47 BLK BLACKROCK INC Financial Services 50,178.0 $48.3M 0.14% NEW $961.71 +12.5%
48 LPLA LPL FINL HLDGS INC Financial Services 155,438.0 $46.8M 0.13% NEW $300.83 -0.9%
49 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 526,120.0 $45.1M 0.13% NEW $85.66 +13.0%
50 TSLA PUT TESLA INC Consumer Cyclical 120,000.0 $44.6M 0.13% NEW $371.75 +19.2%
51 PRIM PRIMORIS SVCS CORP Industrials 296,815.0 $42.5M 0.12% NEW $143.04 -19.2%
52 INFQ INFLEQTION INC Technology 5,000,000.0 $42.1M 0.12% NEW $8.43 +65.7%
53 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 263,523.0 $41.4M 0.12% NEW $157.28 -1.0%
54 BWA BORGWARNER INC Consumer Cyclical 704,941.0 $38.3M 0.11% NEW $54.26 +16.5%
55 ILMN ILLUMINA INC Healthcare 306,367.0 $37.8M 0.11% NEW $123.26 +16.2%
56 SRAD SPORTRADAR GROUP AG Technology 2,199,026.0 $36.8M 0.10% NEW $16.74 -24.1%
57 AJG GALLAGHER ARTHUR J & CO Financial Services 169,585.0 $36.7M 0.10% NEW $216.58 -7.7%
58 W WAYFAIR INC Consumer Cyclical 482,281.0 $36.3M 0.10% NEW $75.21 -17.7%
59 CRS CARPENTER TECHNOLOGY CORP Industrials 90,127.0 $35.5M 0.10% NEW $394.15 +9.0%
60 WMS ADVANCED DRAIN SYS INC DEL Industrials 258,508.0 $35.4M 0.10% NEW $137.13 +2.2%
Page 3 of 11  ·  216 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 24.9%
Consumer Cyclical 16.5%
Industrials 13.1%
Healthcare 12.6%
Financial Services 8.1%
Real Estate 7.1%
Energy 6.2%
Communication Services 5.0%
Consumer Defensive 4.4%
Basic Materials 1.4%