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Portfolio (Quarterly) Guide ↗

WINTON GROUP Ltd

· CIK 0001612063
13F Portfolio $2.9B AUM 1,080 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 512 New 287 Added 262 Reduced 343 Exited
Page 7 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDB MONGODB INC Technology 7,410.0 $1.8M 0.06% +5K +161.3% $244.77 +35.9%
122 EVEREST GROUP LTD 5,527.0 $1.8M 0.06% +2K +42.8% $326.85
123 PLAB PHOTRONICS INC Technology 43,749.0 $1.8M 0.06% +5K +12.1% $40.41 -16.8%
124 INVH INVITATION HOMES INC Real Estate 70,754.0 $1.8M 0.06% +23K +46.7% $24.85 +14.3%
125 ALGT ALLEGIANT TRAVEL CO Industrials 21,400.0 $1.7M 0.06% +5K +29.4% $81.04 +24.3%
126 CRM SALESFORCE INC Technology 9,174.0 $1.7M 0.06% +6K +168.4% $186.67 -18.7%
127 EIX EDISON INTL Utilities 23,389.0 $1.7M 0.06% +2K +8.3% $73.18 -1.8%
128 MPWR MONOLITHIC PWR SYS INC Technology 1,541.0 $1.7M 0.06% +93.0 +6.4% $1093.35 +43.0%
129 URBN URBAN OUTFITTERS INC Consumer Cyclical 26,522.0 $1.7M 0.06% +8K +43.7% $63.35 +20.6%
130 CCL CARNIVAL CORP Consumer Cyclical 61,398.0 $1.6M 0.06% +38K +161.6% $25.88 +19.3%
131 PTEN PATTERSON-UTI ENERGY INC Energy 143,200.0 $1.6M 0.05% +130K +1027.6% $10.83 -7.3%
132 RBRK RUBRIK INC Technology 31,171.0 $1.5M 0.05% +26K +477.2% $48.97 +43.4%
133 ARLO ARLO TECHNOLOGIES INC Industrials 103,596.0 $1.5M 0.05% +13K +14.2% $14.23 -8.2%
134 BEACON FINANCIAL CORP 48,566.0 $1.5M 0.05% +4K +10.1% $30.00
135 CUBI CUSTOMERS BANCORP INC Financial Services 20,775.0 $1.4M 0.05% +4K +25.6% $69.41 +9.2%
136 HLNE HAMILTON LANE INC Financial Services 14,453.0 $1.4M 0.05% +8K +120.7% $99.40 -17.3%
137 FRMI FERMI INC Utilities 243,012.0 $1.4M 0.05% +187K +333.0% $5.84 +62.7%
138 STEP STEPSTONE GROUP INC Financial Services 29,522.0 $1.4M 0.05% +25K +584.8% $47.72 -5.3%
139 TT TRANE TECHNOLOGIES PLC Industrials 3,361.0 $1.4M 0.05% +435.0 +14.9% $416.74 +16.0%
140 CALX CALIX INC Technology 28,459.0 $1.4M 0.05% +8K +37.4% $48.99 -22.5%
Page 7 of 15  ·  287 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 18.6%
Financial Services 15.4%
Industrials 14.2%
Healthcare 11.5%
Consumer Cyclical 10.9%
Energy 5.9%
Communication Services 5.6%
Consumer Defensive 5.2%
Basic Materials 5.0%
Utilities 4.2%