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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 35 of 74  ·  1,473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PATHWARD FINANCIAL INC 36,843.0 $2.6M 0.02% NEW $71.00
682 DKNG DRAFTKINGS INC NEW Consumer Cyclical 75,428.0 $2.6M 0.02% NEW $34.46 -28.5%
683 DLB DOLBY LABORATORIES INC Technology 40,357.0 $2.6M 0.02% NEW $64.22 -14.6%
684 BLK BLACKROCK INC Financial Services 2,407.0 $2.6M 0.02% NEW $1070.34 -1.9%
685 OSK OSHKOSH CORP Industrials 20,478.0 $2.6M 0.02% NEW $125.63 +2.7%
686 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 250,000.0 $2.6M 0.02% NEW $10.28 +0.7%
687 SAFEHOLD INC 187,539.0 $2.6M 0.02% NEW $13.69
688 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 250,000.0 $2.6M 0.02% NEW $10.25 +0.5%
689 1RT ACQUISITION CORP. 250,000.0 $2.5M 0.02% NEW $10.20
690 AAON AAON INC Industrials 33,408.0 $2.5M 0.02% NEW $76.25 +87.4%
691 DIGITALBRIDGE GROUP INC 165,432.0 $2.5M 0.02% NEW $15.34
692 COHR COHERENT CORP Technology 13,744.0 $2.5M 0.02% NEW $184.57 +103.9%
693 IPCX INFLECTION PT ACQUISITION CO Financial Services 250,000.0 $2.5M 0.02% NEW $10.14 +1.8%
694 ECPG ENCORE CAP GROUP INC Financial Services 46,615.0 $2.5M 0.02% NEW $54.35 +48.0%
695 ENS ENERSYS Industrials 17,155.0 $2.5M 0.02% NEW $146.75 +54.4%
696 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 187,500.0 $2.5M 0.02% NEW $13.40 -20.5%
697 WBTN WEBTOON ENTMT INC Technology 192,815.0 $2.5M 0.02% NEW $13.03 -3.6%
698 OBNK ORIGIN BANCORP INC Financial Services 66,733.0 $2.5M 0.02% NEW $37.61 -23.9%
699 ASAN ASANA INC Technology 183,012.0 $2.5M 0.02% NEW $13.71 -50.5%
700 LITE LUMENTUM HLDGS INC Technology 6,762.0 $2.5M 0.02% NEW $368.59 +132.6%
Page 35 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%