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Portfolio (Quarterly) Guide ↗

Headlands Technologies LLC

· CIK 0001570271
13F Portfolio $943M AUM 695 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 695 New
Page 33 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 STGW STAGWELL INC Communication Services 19,037.0 $141K 0.01% NEW $7.43 +17.4%
642 PLAY DAVE & BUSTERS ENTMT INC Communication Services 12,376.0 $141K 0.01% NEW $11.40 -10.1%
643 MDXG MIMEDX GROUP INC Healthcare 36,333.0 $140K 0.01% NEW $3.85 +12.5%
644 BBD BANCO BRADESCO S A Financial Services 38,795.0 $135K 0.01% NEW $3.47 -10.4%
645 GRAB GRAB HOLDINGS LIMITED Technology 35,150.0 $133K 0.01% NEW $3.77 -7.7%
646 RLX RLX TECHNOLOGY INC Consumer Defensive 69,479.0 $132K 0.01% NEW $1.90 -4.7%
647 HCAT HEALTH CATALYST INC Healthcare 65,715.0 $131K 0.01% NEW $1.99 -23.1%
648 EH EHANG HLDGS LTD Industrials 19,964.0 $131K 0.01% NEW $6.55 -15.9%
649 NBP NOVABRIDGE BIOSCIENCES Healthcare 65,183.0 $127K 0.01% NEW $1.95 +2.6%
650 CCC CCC INTELLIGENT SOLUTIONS HL Technology 24,021.0 $124K 0.01% NEW $5.16 +44.6%
651 PALLADYNE AI CORP 20,272.0 $123K 0.01% NEW $6.08
652 WIT WIPRO LTD Technology 54,043.0 $122K 0.01% NEW $2.25 -16.0%
653 REPL REPLIMUNE GROUP INC Healthcare 10,950.0 $121K 0.01% NEW $11.07 +33.4%
654 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 12,113.0 $118K 0.01% NEW $9.77 -79.9%
655 TSLZ ETF OPPORTUNITIES TRUST 10,949.0 $117K 0.01% NEW $10.65 +16.0%
656 SPT SPROUT SOCIAL INC Technology 14,746.0 $111K 0.01% NEW $7.55 +32.7%
657 AUDC AUDIOCODES LTD Technology 11,459.0 $111K 0.01% NEW $9.68 -0.8%
658 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 37,301.0 $108K 0.01% NEW $2.89 +6.6%
659 SNDL INC 77,995.0 $105K 0.01% NEW $1.35
660 TV GRUPO TELEVISA S A B Communication Services 38,308.0 $104K 0.01% NEW $2.71 +2.6%
Page 33 of 35  ·  695 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 25.2%
Financial Services 16.0%
Healthcare 15.4%
Industrials 12.7%
Consumer Cyclical 11.5%
Communication Services 5.3%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.6%
Real Estate 1.9%