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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $7.2B AUM 1,242 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New 341 Added 215 Reduced 618 Exited
Page 33 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KODIAK AI INC. 64,518.0 $70K 0.00% NEW $1.08
642 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 24,022.0 $67K 0.00% NEW $2.79 +9.3%
643 ENCORE ENERGY CORP 36,595.0 $66K 0.00% NEW $1.80
644 ETF OPPORTUNITIES TRUST 13,161.0 $58K 0.00% NEW $4.43
645 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 12,363.0 $58K 0.00% NEW $4.68 -8.1%
646 AREC AMERICAN RES CORP Energy 21,902.0 $53K 0.00% NEW $2.42 -11.6%
647 PACB PACIFIC BIOSCIENCES CALIF I Healthcare 35,565.0 $47K 0.00% NEW $1.32 -12.9%
648 SANA SANA BIOTECHNOLOGY INC Healthcare 12,383.0 $36K NEW $2.88 +6.3%
649 LOANDEPOT INC 23,655.0 $34K NEW $1.42
650 AKBA AKEBIA THERAPEUTICS INC Healthcare 11,443.0 $16K NEW $1.39 -27.3%
651 ALLIANCE ENTERTAINMENT HOLDI 13,452.0 $8K NEW $0.60
652 ROYALTY MGMT HLDG CORP 32,300.0 $8K NEW $0.25
653 BITCOIN DEPOT INC 140,500.0 $3K NEW $0.02
654 VERDE CLEAN FUELS INC 95,500.0 $2K NEW $0.02
655 FUSEMACHINES INC 197,361.0 NEW
656 ECARX HOLDINGS INC 23,400.0 NEW
Page 33 of 33  ·  656 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
Financial Services 26.2%
Technology 16.1%
Consumer Cyclical 9.4%
Communication Services 9.4%
Real Estate 7.5%
Energy 7.5%
Industrials 7.0%
Basic Materials 6.0%
Healthcare 5.3%
Utilities 2.9%