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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 20 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Status
381 AVNS AVANOS MED INC Healthcare 586,485 $6.6M 0.05% SOLD
382 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 249,245 $6.6M 0.05% SOLD
383 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 16,669 $6.6M 0.05% SOLD
384 PUT AVIDITY BIOSCIENCES INC 90,600 $6.5M 0.05% SOLD
385 URBN URBAN OUTFITTERS INC Consumer Cyclical 86,713 $6.5M 0.05% SOLD
386 HLNE HAMILTON LANE INC Financial Services 48,584 $6.5M 0.05% SOLD
387 SYF SYNCHRONY FINANCIAL Financial Services 78,202 $6.5M 0.05% SOLD
388 NDAQ NASDAQ INC Financial Services 67,139 $6.5M 0.05% SOLD
389 CNI CANADIAN NATL RY CO Industrials 65,775 $6.5M 0.05% SOLD
390 TW TRADEWEB MKTS INC Financial Services 60,277 $6.5M 0.05% SOLD
391 GTLS PUT CHART INDS INC Industrials 31,100 $6.4M 0.05% SOLD
392 JOBY JOBY AVIATION INC Industrials 485,519 $6.4M 0.05% SOLD
393 F FORD MTR CO Consumer Cyclical 486,887 $6.4M 0.05% SOLD
394 AIT APPLIED INDL TECHNOLOGIES IN Industrials 24,792 $6.4M 0.05% SOLD
395 SUI SUN CMNTYS INC Real Estate 51,126 $6.3M 0.05% SOLD
396 CUBE CUBESMART Real Estate 175,192 $6.3M 0.05% SOLD
397 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 116,571 $6.3M 0.05% SOLD
398 ABM ABM INDS INC Industrials 149,198 $6.3M 0.05% SOLD
399 MGY MAGNOLIA OIL & GAS CORP Energy 283,431 $6.2M 0.05% SOLD
400 VVV VALVOLINE INC Energy 212,462 $6.2M 0.05% SOLD
Page 20 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%