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Portfolio (Quarterly) Guide ↗

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

· CIK 0001620943
13F Portfolio $1.6B AUM 289 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 51 New 123 Added 100 Reduced 58 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DVA DAVITA INC Healthcare 4,600.0 $1.0M 0.07% NEW $222.48 -20.7%
22 EHC ENCOMPASS HEALTH CORP Healthcare 10,108.0 $1.0M 0.07% NEW $101.08 +19.6%
23 XPEV XPENG INC Consumer Cyclical 75,697.0 $1.0M 0.06% NEW $13.24 -15.8%
24 HEI HEICO CORP NEW Industrials 2,678.0 $954K 0.06% NEW $356.19 -1.0%
25 ALMR ALAMAR BIOSCIENCES INC Healthcare 34,742.0 $941K 0.06% NEW $27.09 +20.7%
26 GRMN GARMIN LTD Technology 3,687.0 $876K 0.06% NEW $237.54 +22.6%
27 TMUS T-MOBILE US INC Communication Services 4,775.0 $801K 0.05% NEW $167.73 +8.9%
28 DASH DOORDASH INC Communication Services 4,328.0 $799K 0.05% NEW $184.53 +24.1%
29 TDY TELEDYNE TECHNOLOGIES INC Technology 1,147.0 $765K 0.05% NEW $666.90 -6.3%
30 AMCOR PLC 17,350.0 $752K 0.05% NEW $43.35
31 BNTX BIONTECH SE Healthcare 7,880.0 $733K 0.05% NEW $93.05 +21.2%
32 GENB GENERATE BIOMEDICINES INC Financial Services 37,226.0 $628K 0.04% NEW $16.87 +5.0%
33 XLP SELECT SECTOR SPDR TR 4,452.0 $370K 0.02% NEW $83.07 +5.3%
34 KLAC KLA CORP Technology 1,160.0 $350K 0.02% NEW $301.71 -39.8%
35 TTC TORO CO Industrials 3,476.0 $339K 0.02% NEW $97.42 +2.1%
36 MTB M & T BK CORP Financial Services 1,366.0 $325K 0.02% NEW $238.01 +1.6%
37 XLU SELECT SECTOR SPDR TR 6,247.0 $283K 0.02% NEW $45.34 -4.7%
38 UFPI UFP INDUSTRIES INC Basic Materials 3,023.0 $274K 0.02% NEW $90.74 -1.7%
39 ALG ALAMO GROUP INC Industrials 1,635.0 $269K 0.02% NEW $164.49 +0.5%
40 CLX CLOROX CO DEL Consumer Defensive 2,763.0 $264K 0.02% NEW $95.44 +12.3%
Page 2 of 3  ·  51 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 37.5%
Healthcare 19.0%
Industrials 12.5%
Financial Services 9.3%
Consumer Cyclical 9.2%
Communication Services 5.5%
Consumer Defensive 2.9%
Basic Materials 2.1%
Real Estate 1.1%
Utilities 0.8%