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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.4B AUM 296 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 137 Added 110 Reduced 37 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIDU BAIDU INC Communication Services 59,462.0 $7.8M 0.54% NEW $130.66 +0.4%
2 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 41,393.0 $6.1M 0.42% NEW $146.58 -10.3%
3 HRI HERC HLDGS INC Industrials 10,104.0 $1.5M 0.10% NEW $148.38 -12.7%
4 URI UNITED RENTALS INC Industrials 1,839.0 $1.5M 0.10% NEW $809.32 +15.7%
5 BWA BORGWARNER INC Consumer Cyclical 30,147.0 $1.4M 0.09% NEW $45.06 +41.0%
6 ON ON SEMICONDUCTOR CORP Technology 23,817.0 $1.3M 0.09% NEW $54.15 +102.4%
7 LI LI AUTO INC Consumer Cyclical 69,273.0 $1.2M 0.08% NEW $16.93 -4.3%
8 BSY BENTLEY SYS INC Technology 30,000.0 $1.1M 0.08% NEW $38.16 -12.6%
9 KODIAK AI INC. 78,164.0 $854K 0.06% NEW $10.92
10 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,246.0 $366K 0.03% NEW $293.57 +4.3%
11 ICVT ISHARES TR 2,472.0 $243K 0.02% NEW $98.50 +19.8%
12 XLV SELECT SECTOR SPDR TR 1,401.0 $217K 0.01% NEW $154.80 -4.3%
13 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 2,843.0 $201K 0.01% NEW $70.60 +7.9%
14 NRGV ENERGY VAULT HOLDINGS INC Utilities 22,799.0 $105K 0.01% NEW $4.61 +9.1%
15 TE T1 ENERGY INC Industrials 13,568.0 $91K 0.01% NEW $6.68 +30.2%
16 PCT PURECYCLE TECHNOLOGIES INC Industrials 10,549.0 $91K 0.01% NEW $8.59 +31.9%
17 FCEL FUELCELL ENERGY INC Industrials 10,628.0 $78K 0.01% NEW $7.31 +260.9%
18 MVST MICROVAST HOLDINGS INC Industrials 23,094.0 $65K 0.00% NEW $2.80 -50.7%

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 37.0%
Healthcare 15.1%
Industrials 13.6%
Consumer Cyclical 9.9%
Financial Services 9.8%
Communication Services 8.2%
Consumer Defensive 2.8%
Basic Materials 1.4%
Real Estate 1.1%
Utilities 0.9%