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Portfolio (Quarterly) Guide ↗

Militia Capital Partners, LP

· CIK 0001837496
13F Portfolio $263M AUM 198 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New 49 Added 24 Reduced 52 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSHA TAYSHA GENE THERAPIES INC Healthcare 46,500.0 $256K 0.10% -20K -30.4% $5.50 +16.7%
22 FOUR SHIFT4 PMTS INC Technology 3,600.0 $227K 0.09% -6K -60.9% $62.97 -37.4%
23 QURE UNIQURE NV Healthcare 8,500.0 $203K 0.08% -26K -75.7% $23.93 +93.4%
24 BLOCK INC 3,100.0 $202K 0.08% -15K -83.1% $65.09
Page 2 of 2  ·  24 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 23.4%
Technology 14.5%
Energy 12.7%
Industrials 12.0%
Healthcare 11.8%
Consumer Cyclical 9.5%
Communication Services 6.6%
Real Estate 4.0%
Consumer Defensive 3.9%
Basic Materials 1.5%