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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 48 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CRITICAL METALS CORP 11,412.0 $117K 0.00% NEW $10.25
942 VNDA VANDA PHARMACEUTICALS INC Healthcare 18,605.0 $114K 0.00% NEW $6.12 -12.6%
943 TIC TIC SOLUTIONS INC Industrials 13,823.0 $112K 0.00% NEW $8.09 +21.3%
944 SFIX STITCH FIX INC Consumer Cyclical 26,799.0 $110K 0.00% NEW $4.11 -22.9%
945 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 75,215.0 $109K 0.00% NEW $1.45 -25.5%
946 UEC URANIUM ENERGY CORP Energy 10,109.0 $108K 0.00% NEW $10.66 +23.2%
947 JOBY JOBY AVIATION INC Industrials 11,878.0 $106K 0.00% NEW $8.92 -20.0%
948 SANA SANA BIOTECHNOLOGY INC Healthcare 30,221.0 $105K 0.00% NEW $3.49 +19.2%
949 BYND BEYOND MEAT INC Consumer Defensive 140,069.0 $105K 0.00% NEW $0.75 +1800.0%
950 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 10,059.0 $101K 0.00% NEW $10.00 -1.7%
951 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 21,390.0 $99K 0.00% NEW $4.62 -26.2%
952 SABR SABRE CORP Consumer Cyclical 45,834.0 $96K 0.00% NEW $2.09 +4.3%
953 RPAY REPAY HLDGS CORP Technology 22,804.0 $96K 0.00% NEW $4.20 -10.5%
954 TDUP THREDUP INC Consumer Cyclical 13,897.0 $95K 0.00% NEW $6.85 -59.9%
955 SXC SUNCOKE ENERGY INC Energy 11,474.0 $92K 0.00% NEW $8.05 +22.0%
956 TBLA TABOOLA.COM LTD Communication Services 18,069.0 $90K 0.00% NEW $5.00 -25.4%
957 WEAV WEAVE COMMUNICATIONS INC Technology 15,029.0 $90K 0.00% NEW $5.99 +22.0%
958 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 11,152.0 $88K 0.00% NEW $7.92 +9.6%
959 ACVA ACV AUCTIONS INC Consumer Cyclical 12,148.0 $87K 0.00% NEW $7.19 +1.8%
960 UWMC UWM HOLDINGS CORPORATION Financial Services 37,787.0 $87K 0.00% NEW $2.29 -36.2%
Page 48 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%