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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 38 of 74  ·  1,473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AESI ATLAS ENERGY SOLUTIONS INC Energy 229,150.0 $2.2M 0.02% NEW $9.42 +80.8%
742 ARCC ARES CAPITAL CORP Financial Services 106,134.0 $2.1M 0.02% NEW $20.23 -7.2%
743 OTTR OTTER TAIL CORP Utilities 25,973.0 $2.1M 0.02% NEW $80.81 +7.8%
744 THO THOR INDS INC Consumer Cyclical 20,404.0 $2.1M 0.02% NEW $102.67 -22.6%
745 APA APA CORPORATION Energy 85,584.0 $2.1M 0.02% NEW $24.46 +49.4%
746 CHTR CHARTER COMMUNICATIONS INC N Communication Services 9,995.0 $2.1M 0.02% NEW $208.75 -30.0%
747 KMPR KEMPER CORP Financial Services 51,379.0 $2.1M 0.02% NEW $40.54 -37.5%
748 ALLE ALLEGION PLC Industrials 13,072.0 $2.1M 0.02% NEW $159.22 -17.5%
749 XPEV XPENG INC Consumer Cyclical 101,787.0 $2.1M 0.02% NEW $20.28 -19.1%
750 SXI STANDEX INTL CORP Industrials 9,497.0 $2.1M 0.02% NEW $217.28 +26.3%
751 STLA STELLANTIS N.V Consumer Cyclical 188,449.0 $2.1M 0.02% NEW $10.89 -24.9%
752 SYBT STOCK YDS BANCORP INC Financial Services 31,555.0 $2.0M 0.02% NEW $64.95 +10.3%
753 NTR NUTRIEN LTD Basic Materials 33,203.0 $2.0M 0.02% NEW $61.72 +12.9%
754 LIBERTY MEDIA CORP DEL 20,792.0 $2.0M 0.02% NEW $98.51
755 UPSTREAM BIO INC 75,402.0 $2.0M 0.02% NEW $27.15
756 FULT FULTON FINL CORP PA Financial Services 105,779.0 $2.0M 0.02% NEW $19.33 +11.6%
757 LQDT LIQUIDITY SVCS INC Consumer Cyclical 67,313.0 $2.0M 0.02% NEW $30.31 +19.9%
758 GS GOLDMAN SACHS GROUP INC Financial Services 2,321.0 $2.0M 0.02% NEW $879.00 +14.5%
759 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 70,751.0 $2.0M 0.02% NEW $28.78 +74.9%
760 ACAD ACADIA PHARMACEUTICALS INC Healthcare 76,183.0 $2.0M 0.02% NEW $26.71 -18.4%
Page 38 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%