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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 15 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PHM PULTE GROUP INC Consumer Cyclical 224,459.0 $26.4M 0.07% +152K +209.8% $117.61 -7.6%
282 PINNACLE FINL PARTNERS INC 305,284.0 $26.3M 0.07% NEW $86.14
283 MGRC MCGRATH RENTCORP Industrials 237,506.0 $26.2M 0.07% $110.28 -0.6%
284 CELH CELSIUS HLDGS INC Consumer Defensive 738,200.0 $26.2M 0.07% NEW $35.48 -16.6%
285 VCYT VERACYTE INC Healthcare 808,570.0 $26.0M 0.07% +207K +34.4% $32.21 +26.2%
286 CTGO CONTANGO SILVER & GOLD INC Basic Materials 1,377,579.0 $25.8M 0.07% +513K +59.4% $18.75 +8.6%
287 EBAY EBAY INC. Consumer Cyclical 281,433.0 $25.6M 0.07% -1.6M -84.9% $91.02 +24.3%
288 MDLZ MONDELEZ INTL INC Consumer Defensive 441,657.0 $25.5M 0.07% +270K +156.6% $57.64 +7.0%
289 PCVX VAXCYTE INC Healthcare 435,581.0 $25.3M 0.07% +191K +78.0% $58.11 -17.2%
290 SBET SHARPLINK INC Financial Services 3,881,715.0 $25.0M 0.07% -387K -9.1% $6.45 -3.6%
291 AME AMETEK INC Industrials 116,550.0 $25.0M 0.07% +108K +1345.3% $214.36 +3.0%
292 AFG AMERICAN FINANCIAL GROUP INC Financial Services 195,000.0 $24.9M 0.07% -12K -5.8% $127.71 +6.5%
293 VLO VALERO ENERGY CORP Energy 100,377.0 $24.8M 0.07% -93K -48.1% $247.08 +3.8%
294 ACHR ARCHER AVIATION INC Industrials 4,732,944.0 $24.5M 0.07% -1.3M -21.2% $5.17 +12.6%
295 WTFC WINTRUST FINL CORP Financial Services 176,025.0 $24.5M 0.07% +171K +3353.5% $138.94 +4.8%
296 MH MCGRAW HILL INC Consumer Defensive 1,738,384.0 $23.8M 0.07% $13.70 -10.9%
297 ONON ON HLDG AG Consumer Cyclical 700,000.0 $23.8M 0.07% NEW $34.02 +11.7%
298 WD WALKER & DUNLOP INC Financial Services 535,451.0 $23.8M 0.07% +246K +84.8% $44.38 +10.9%
299 CLX CLOROX CO DEL Consumer Defensive 227,338.0 $23.6M 0.07% NEW $103.63 -12.6%
300 DAL DELTA AIR LINES INC Industrials 354,336.0 $23.6M 0.07% NEW $66.48 +2.4%
Page 15 of 31  ·  605 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%