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Portfolio (Quarterly) Guide ↗

Pallas Capital Advisors LLC

· CIK 0001862282
13F Portfolio $3.2B AUM 1,034 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1034 New
Page 44 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ERAS ERASCA INC Healthcare 12,129.0 $222K 0.01% NEW $18.32 +8.8%
862 FAST FASTENAL CO Industrials 4,623.0 $222K 0.01% NEW $48.03 +6.6%
863 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 9,138.0 $221K 0.01% NEW $24.20 -40.0%
864 SYNA SYNAPTICS INC Technology 1,780.0 $221K 0.01% NEW $124.23 -22.0%
865 SBAC SBA COMMUNICATIONS CORP Real Estate 1,253.0 $221K 0.01% NEW $176.46 +5.3%
866 CELH CELSIUS HLDGS INC Consumer Defensive 7,507.0 $220K 0.01% NEW $29.28 +14.3%
867 KN KNOWLES CORP Technology 5,291.0 $219K 0.01% NEW $41.48 -16.4%
868 D DOMINION ENERGY INC Utilities 3,210.0 $219K 0.01% NEW $68.29 -3.0%
869 THNQ EXCHANGE TRADED CONCEPTS TRU 2,395.0 $218K 0.01% NEW $91.20 -0.4%
870 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,393.0 $218K 0.01% NEW $91.20 -17.7%
871 APOS APOLLO GLOBAL MGMT INC 1,844.0 $218K 0.01% NEW $118.31
872 MTB M & T BK CORP Financial Services 912.0 $217K 0.01% NEW $238.01 +0.4%
873 DEI DOUGLAS EMMETT INC Real Estate 18,374.0 $217K 0.01% NEW $11.80 +1.1%
874 ACM AECOM Industrials 3,102.0 $217K 0.01% NEW $69.80 -6.1%
875 SHOO MADDEN STEVEN LTD Consumer Cyclical 5,141.0 $216K 0.01% NEW $42.10 +7.0%
876 RF REGIONS FINANCIAL CORP NEW Financial Services 7,159.0 $216K 0.01% NEW $30.20 +0.6%
877 ASAN ASANA INC Technology 30,798.0 $216K 0.01% NEW $7.00 +45.2%
878 IDCC INTERDIGITAL INC Technology 760.0 $215K 0.01% NEW $283.13 +18.6%
879 SAN BANCO SANTANDER SA Financial Services 15,576.0 $215K 0.01% NEW $13.80 +5.3%
880 LCID LUCID GROUP INC Consumer Cyclical 32,099.0 $215K 0.01% NEW $6.69 -21.2%
Page 44 of 52  ·  1,034 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
Healthcare 33.7%
Technology 19.7%
Financial Services 10.9%
Industrials 9.3%
Consumer Cyclical 7.1%
Energy 6.5%
Communication Services 4.3%
Consumer Defensive 3.0%
Utilities 2.1%
Basic Materials 1.8%