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Portfolio (Quarterly) Guide ↗

Militia Capital Partners, LP

· CIK 0001837496
13F Portfolio $216M AUM 172 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 172 New
Page 9 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TIPT TIPTREE INC Financial Services 10,200.0 $196K 0.09% NEW $19.17 -8.8%
162 TCRX TSCAN THERAPEUTICS INC Healthcare 102,100.0 $186K 0.09% NEW $1.82 -49.5%
163 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 6,096.0 $183K 0.09% NEW $30.08 -4.9%
164 GALAXY DIGITAL INC. 5,000.0 $169K 0.08% NEW $33.81
165 KOPN KOPIN CORP Technology 69,500.0 $169K 0.08% NEW $2.43 +102.9%
166 DKNG DRAFTKINGS INC NEW Consumer Cyclical 4,000.0 $150K 0.07% NEW $37.40 -29.4%
167 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 155,200.0 $119K 0.06% NEW $0.77 +2059.5%
168 GTLB CALL GITLAB INC Technology 34,800.0 $93K 0.04% NEW $2.67 +892.9%
169 PRCT PUT PROCEPT BIOROBOTICS COR Healthcare 10,200.0 $72K 0.03% NEW $7.05 +208.2%
170 PEPG PEPGEN INC Healthcare 15,500.0 $72K 0.03% NEW $4.62 -61.3%
171 FOUR PUT SHIFT4 PMTS INC Technology 8,000.0 $65K 0.03% NEW $8.07 +388.0%
172 DHR DANAHER CORPORATION Healthcare 300.0 $59K 0.03% NEW $198.26 -10.6%
Page 9 of 9  ·  172 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 21.9%
Energy 18.1%
Industrials 16.9%
Technology 15.0%
Healthcare 9.1%
Consumer Cyclical 7.0%
Real Estate 3.7%
Communication Services 3.6%
Consumer Defensive 3.2%
Basic Materials 1.3%