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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABSI ABSCI CORPORATION Healthcare 206,100.0 $618K 0.15% $3.00 +147.0%
62 NXT NEXTPOWER INC Technology 5,000.0 $603K 0.15% NEW $120.55 +4.4%
63 OKTA OKTA INC Technology 7,500.0 $590K 0.15% -6K -44.1% $78.71 +49.7%
64 BBIO BRIDGEBIO PHARMA INC Healthcare 7,700.0 $572K 0.14% NEW $74.26 -10.8%
65 ALAB ASTERA LABS INC Technology 5,100.0 $559K 0.14% +2K +56.4% $109.60 +280.5%
66 RDVT RED VIOLET INC Technology 15,400.0 $533K 0.13% +3K +24.5% $34.60 +59.2%
67 STRL STERLING INFRASTRUCTURE INC Industrials 1,300.0 $529K 0.13% NEW $407.27 +111.6%
68 SDGR SCHRODINGER INC Healthcare 46,100.0 $524K 0.13% -5K -9.4% $11.36 +38.7%
69 INSM INSMED INC Healthcare 3,200.0 $523K 0.13% -50.0 -1.5% $163.52 -41.4%
70 CERT CERTARA INC Healthcare 91,000.0 $519K 0.13% -10K -9.9% $5.70 -2.8%
71 DDOG DATADOG INC Technology 4,300.0 $508K 0.13% -3K -40.6% $118.05 +88.9%
72 PRGS PROGRESS SOFTWARE CORP Technology 19,600.0 $503K 0.12% +3K +16.0% $25.65 +15.7%
73 S SENTINELONE INC Technology 38,900.0 $501K 0.12% +22K +131.0% $12.88 +16.6%
74 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,000.0 $494K 0.12% NEW $70.51 -23.1%
75 SMCO TIDAL TRUST 17,500.0 $476K 0.12% $27.18 +11.1%
76 DCI DONALDSON INC Industrials 5,400.0 $458K 0.11% $84.87 +0.8%
77 NET CLOUDFLARE INC Technology 2,200.0 $454K 0.11% -3K -60.7% $206.34 +8.6%
78 EEFT EURONET WORLDWIDE INC Technology 6,700.0 $445K 0.11% -676.0 -9.2% $66.37 -0.8%
79 PL PLANET LABS PBC Industrials 15,800.0 $442K 0.11% NEW $27.95 +1.0%
80 IWO ISHARES TR 1,400.0 $439K 0.11% $313.81 +24.0%
Page 4 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%