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Portfolio (Quarterly) Guide ↗

ExodusPoint Capital Management, LP

· CIK 0001736225
13F Portfolio $196M AUM 41 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 1 Reduced 1472 Exited
Page 17 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 ATKR ATKORE INC Industrials 124,624 $7.9M 0.06% SOLD
322 LII LENNOX INTL INC Industrials 16,171 $7.9M 0.06% SOLD
323 SF STIFEL FINL CORP Financial Services 62,475 $7.8M 0.06% SOLD
324 ECG EVERUS CONSTR GROUP Industrials 91,317 $7.8M 0.06% SOLD
325 HST HOST HOTELS & RESORTS INC Real Estate 435,607 $7.7M 0.06% SOLD
326 HAE HAEMONETICS CORP MASS Healthcare 96,318 $7.7M 0.06% SOLD
327 LUMN LUMEN TECHNOLOGIES INC Communication Services 993,213 $7.7M 0.06% SOLD
328 VOYG VOYAGER TECHNOLOGIES INC Industrials 294,140 $7.7M 0.06% SOLD
329 DOCN DIGITALOCEAN HLDGS INC Technology 158,074 $7.6M 0.06% SOLD
330 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 45,799 $7.6M 0.06% SOLD
331 SYNOVUS FINL CORP 151,897 $7.6M 0.06% SOLD
332 KKR KKR & CO INC Financial Services 59,557 $7.6M 0.06% SOLD
333 J JACOBS SOLUTIONS INC Industrials 57,079 $7.6M 0.06% SOLD
334 DD DUPONT DE NEMOURS INC Basic Materials 187,411 $7.5M 0.06% SOLD
335 ALHC ALIGNMENT HEALTHCARE INC Healthcare 381,202 $7.5M 0.06% SOLD
336 COLB COLUMBIA BKG SYS INC Financial Services 268,988 $7.5M 0.06% SOLD
337 BEONE MEDICINES LTD 24,584 $7.5M 0.06% SOLD
338 PRCT PROCEPT BIOROBOTICS CORP Healthcare 237,198 $7.5M 0.06% SOLD
339 PNR PENTAIR PLC Industrials 71,488 $7.4M 0.06% SOLD
340 NOMD NOMAD FOODS LTD Consumer Defensive 594,986 $7.4M 0.06% SOLD
Page 17 of 74  ·  1,472 positions
Sector Allocation
Industrials 42.1%
Healthcare 24.0%
Financial Services 18.6%
Technology 10.1%
Consumer Defensive 3.1%
Consumer Cyclical 2.2%