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Portfolio (Quarterly) Guide ↗

PIER 88 INVESTMENT PARTNERS LLC

· CIK 0001697366
13F Portfolio $402M AUM 112 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 34 Added 53 Reduced 20 Exited
Page 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APOLLO GLOBAL MGMT INC SER A MAND CNV 104,700.0 $6.1M 1.52% -67K -39.1% $58.46
22 DRAFTKINGS INC NEW 5,780,000.0 $5.2M 1.29% $0.90
23 ITT ITT INC Industrials 26,500.0 $5.0M 1.26% +540.0 +2.1% $190.53 +3.3%
24 WELL WELLTOWER INC Real Estate 23,400.0 $4.6M 1.15% +2K +11.4% $197.71 +4.5%
25 MICROCHIP TECHNOLOGY INC. DEP 68,000.0 $3.9M 0.96% -23K -25.5% $56.97
26 DATADOG INC 3,880,000.0 $3.8M 0.93% +1.6M +66.5% $0.97
27 HALOZYME THERAPEUTICS INC 2,970,000.0 $3.1M 0.77% +459K +18.3% $1.04
28 MICROCHIP TECHNOLOGY INC. 3,140,000.0 $3.1M 0.76% NEW $0.98
29 MDT MEDTRONIC PLC Healthcare 33,200.0 $2.9M 0.72% +3K +9.2% $86.65 -8.4%
30 GH GUARDANT HEALTH INC Healthcare 2,057,200.0 $2.9M 0.71% +2.1M +10000.0% $1.39 +9368.1%
31 ATI ATI INC Industrials 18,000.0 $2.6M 0.65% -23K -56.0% $145.46 +38.4%
32 LNG CHENIERE ENERGY INC Energy 9,100.0 $2.6M 0.64% NEW $283.76 -20.0%
33 BE BLOOM ENERGY CORP Industrials 1,466,300.0 $2.4M 0.60% +1.5M +10000.0% $1.64 +19926.6%
34 DOV DOVER CORP Industrials 11,400.0 $2.4M 0.59% +8K +270.7% $208.45 +7.3%
35 LGND LIGAND PHARMACEUTICALS INC Healthcare 8,000.0 $1.6M 0.40% -520.0 -6.1% $199.65 +37.7%
36 WTTR SELECT WATER SOLUTIONS INC Utilities 100,100.0 $1.5M 0.38% +1K +1.1% $15.30 +15.7%
37 NUTANIX INC 1,620,000.0 $1.5M 0.36% -47K -2.8% $0.90
38 MPWR MONOLITHIC PWR SYS INC Technology 1,200.0 $1.3M 0.33% -150.0 -11.1% $1093.35 +43.0%
39 NTRA NATERA INC Healthcare 6,500.0 $1.3M 0.32% -684.0 -9.5% $199.99 +15.7%
40 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,300.0 $1.3M 0.32% +640.0 +24.1% $391.76 +173.2%
Page 2 of 6  ·  112 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
Healthcare 28.1%
Industrials 27.6%
Technology 25.5%
Real Estate 8.2%
Energy 3.8%
Basic Materials 2.5%
Utilities 2.3%
Consumer Cyclical 1.7%
Financial Services 0.4%