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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 7 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABCL ABCELLERA BIOLOGICS INC Healthcare 246,252.0 $1.9M 0.20% NEW $7.85 +40.8%
122 VNET VNET GROUP INC Technology 239,467.0 $1.9M 0.20% NEW $8.04 -15.7%
123 WWD WOODWARD INC Industrials 4,496.0 $1.9M 0.20% NEW $425.44 -14.2%
124 BBAI BIGBEAR AI HLDGS INC Technology 512,339.0 $1.9M 0.20% NEW $3.67 -13.6%
125 PAGP PLAINS GP HLDGS L P Energy 76,580.0 $1.9M 0.20% NEW $24.27 +8.2%
126 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 87,030.0 $1.8M 0.20% NEW $21.11 -15.3%
127 CLH CLEAN HARBORS INC Industrials 6,134.0 $1.8M 0.19% NEW $298.75 +7.6%
128 ENVX ENOVIX CORPORATION Industrials 301,781.0 $1.8M 0.19% NEW $6.07 -47.7%
129 LECO LINCOLN ELEC HLDGS INC Industrials 6,878.0 $1.8M 0.19% NEW $265.51 +5.4%
130 NVAX NOVAVAX INC Healthcare 190,547.0 $1.8M 0.19% NEW $9.42 -16.5%
131 ZM ZOOM COMMUNICATIONS INC Technology 20,520.0 $1.8M 0.19% NEW $86.31 +23.3%
132 PSQ PROSHARES TR 70,440.0 $1.8M 0.19% NEW $25.06 +2.7%
133 XENE XENON PHARMACEUTICALS INC Healthcare 29,194.0 $1.8M 0.19% NEW $60.36 +4.2%
134 SNDK SANDISK CORP Technology 769.0 $1.7M 0.19% NEW $2273.73 -27.5%
135 ERIE ERIE INDTY CO Financial Services 7,224.0 $1.7M 0.18% NEW $239.75 +7.7%
136 SRAD SPORTRADAR GROUP AG Technology 113,813.0 $1.7M 0.18% NEW $14.97 -12.5%
137 SBLK STAR BULK CARRIERS CORP. Industrials 66,333.0 $1.7M 0.18% NEW $24.97 +18.7%
138 EXTR EXTREME NETWORKS INC Technology 51,104.0 $1.7M 0.18% NEW $32.37 -27.2%
139 CROX CROCS INC Consumer Cyclical 13,692.0 $1.7M 0.17% NEW $120.64 +9.0%
140 VNOM VIPER ENERGY INC Energy 38,927.0 $1.7M 0.17% NEW $42.40 +2.6%
Page 7 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 24.9%
Financial Services 15.9%
Healthcare 15.3%
Industrials 12.6%
Consumer Cyclical 11.4%
Communication Services 5.8%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.5%
Real Estate 2.3%