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Portfolio (Quarterly) Guide ↗

ExodusPoint Capital Management, LP

· CIK 0001736225
13F Portfolio $12.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1473 New
Page 29 of 74  ·  1,473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CELC CELCUITY INC Healthcare 39,959.0 $4.0M 0.03% NEW $99.74 +34.3%
562 NIC NICOLET BANKSHARES INC Financial Services 32,854.0 $4.0M 0.03% NEW $121.30 +15.1%
563 VMI VALMONT INDS INC Industrials 9,867.0 $4.0M 0.03% NEW $402.32 +29.8%
564 JBLU JETBLUE AWYS CORP Industrials 864,501.0 $3.9M 0.03% NEW $4.55 +18.7%
565 RKT PUT ROCKET COS INC Financial Services 201,100.0 $3.9M 0.03% NEW $19.34 -26.2%
566 SLAB SILICON LABORATORIES INC Technology 29,612.0 $3.9M 0.03% NEW $130.70 +66.8%
567 HL HECLA MNG CO Basic Materials 200,652.0 $3.9M 0.03% NEW $19.19 -11.7%
568 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 42,669.0 $3.8M 0.03% NEW $90.03 -6.5%
569 ACHR ARCHER AVIATION INC Industrials 507,779.0 $3.8M 0.03% NEW $7.52 -12.9%
570 VRTS VIRTUS INVT PARTNERS INC Financial Services 23,390.0 $3.8M 0.03% NEW $163.15 -11.7%
571 FLNC FLUENCE ENERGY INC Utilities 192,874.0 $3.8M 0.03% NEW $19.78 +7.3%
572 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 30,308.0 $3.8M 0.03% NEW $125.87 -35.3%
573 BCC BOISE CASCADE CO DEL Basic Materials 51,803.0 $3.8M 0.03% NEW $73.60 -4.5%
574 CBC CENTRAL BANCOMPANY Financial Services 157,357.0 $3.8M 0.03% NEW $24.12 +18.0%
575 NVR NVR INC Consumer Cyclical 518.0 $3.8M 0.03% NEW $7292.77 -16.4%
576 OLMA OLEMA PHARMACEUTICALS INC Healthcare 150,670.0 $3.8M 0.03% NEW $25.00 -48.4%
577 LAD LITHIA MTRS INC Consumer Cyclical 11,333.0 $3.8M 0.03% NEW $332.33 -11.9%
578 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 154,315.0 $3.8M 0.03% NEW $24.40 -25.1%
579 RVLV REVOLVE GROUP INC Consumer Cyclical 124,450.0 $3.8M 0.03% NEW $30.19 -33.0%
580 DSGX DESCARTES SYS GROUP INC Technology 42,434.0 $3.7M 0.03% NEW $87.66 -20.4%
Page 29 of 74  ·  1,473 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 29.6%
Healthcare 12.3%
Industrials 11.3%
Financial Services 10.0%
Consumer Cyclical 9.3%
Utilities 7.9%
Consumer Defensive 5.2%
Basic Materials 4.4%
Real Estate 3.5%
Energy 3.4%