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Portfolio (Quarterly) Guide ↗

State of Wyoming

· CIK 0001821626
13F Portfolio $989M AUM 1,872 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1872 New
Page 16 of 94  ·  1,872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PUBM PUBMATIC INC Technology 45,405.0 $596K 0.06% NEW $13.12 +32.3%
302 MD PEDIATRIX MEDICAL GROUP INC Healthcare 23,465.0 $594K 0.06% NEW $25.33 +4.9%
303 BTDR BITDEER TECHNOLOGIES GROUP Technology 37,439.0 $594K 0.06% NEW $15.87 -43.3%
304 HR HEALTHCARE RLTY TR Real Estate 29,457.0 $594K 0.06% NEW $20.17 -5.3%
305 SYRE SPYRE THERAPEUTICS INC Healthcare 6,690.0 $594K 0.06% NEW $88.78 +21.4%
306 IDCC INTERDIGITAL INC Technology 2,097.0 $594K 0.06% NEW $283.13 +18.6%
307 TGT TARGET CORP Consumer Defensive 4,538.0 $593K 0.06% NEW $130.61 +16.7%
308 EXPD EXPEDITORS INTL WASH INC Industrials 3,629.0 $591K 0.06% NEW $162.98 +14.1%
309 FFIV F5 INC Technology 1,420.0 $591K 0.06% NEW $415.96 -5.4%
310 YETI YETI HLDGS INC Consumer Cyclical 11,868.0 $588K 0.06% NEW $49.56 -12.8%
311 GTES GATES INDL CORP PLC Industrials 20,938.0 $586K 0.06% NEW $27.97 -3.0%
312 DFTX DEFINIUM THERAPEUTICS INC Healthcare 12,448.0 $586K 0.06% NEW $47.04 -1.8%
313 HDB HDFC BANK LTD Financial Services 22,652.0 $585K 0.06% NEW $25.83 -10.3%
314 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 58,264.0 $583K 0.06% NEW $10.00 -3.0%
315 ITGR INTEGER HLDGS CORP Healthcare 6,227.0 $582K 0.06% NEW $93.45 +33.9%
316 SKY CHAMPION HOMES INC Consumer Cyclical 6,563.0 $578K 0.06% NEW $88.12 +3.1%
317 ASTRANA HEALTH INC 12,457.0 $578K 0.06% NEW $46.41
318 LCII LCI INDS Consumer Cyclical 5,448.0 $577K 0.06% NEW $105.88 -2.5%
319 NCNO NCINO INC Technology 35,191.0 $575K 0.06% NEW $16.35 +23.5%
320 SLDE SLIDE INS HLDGS INC Financial Services 29,684.0 $575K 0.06% NEW $19.37 +14.9%
Page 16 of 94  ·  1,872 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
Financial Services 30.3%
Technology 22.1%
Industrials 12.5%
Healthcare 10.4%
Consumer Cyclical 7.8%
Communication Services 4.3%
Energy 4.1%
Basic Materials 3.0%
Consumer Defensive 2.6%
Real Estate 2.1%