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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $591M AUM 586 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 108 Added 53 Reduced 149 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LUV Southwest Airlines Co Industrials 14,924.0 $561K 0.10% +8K +119.5% $37.57 +9.2%
82 LYFT Lyft Inc Technology 41,965.0 $558K 0.10% +13K +43.2% $13.30 +5.4%
83 CAH Cardinal Health, Inc. Healthcare 2,501.0 $528K 0.09% +1K +66.7% $211.31 -3.2%
84 VISN Vistance Networks Inc Technology 25,100.0 $457K 0.08% +9K +54.0% $18.20 -34.0%
85 Perimeter Solutions Inc. 18,700.0 $457K 0.08% +3K +19.9% $24.42
86 TFC Truist Financial Corporation Financial Services 9,560.0 $439K 0.07% +4K +87.5% $45.97 +6.2%
87 VRTX Vertex Pharmaceuticals, Inc. Healthcare 965.0 $431K 0.07% +405.0 +72.3% $446.54 -0.8%
88 SRPT Sarepta Therapeutics Inc Healthcare 19,200.0 $418K 0.07% +10K +102.1% $21.76 -28.5%
89 STRL Sterling Infrastructure Inc Industrials 1,020.0 $415K 0.07% +320.0 +45.7% $407.27 +119.0%
90 IAG Iamgold Corp. Basic Materials 21,515.0 $405K 0.07% +9K +74.9% $18.82 -17.1%
91 CZR Caesars Entertainment Inc Consumer Cyclical 15,000.0 $396K 0.07% +5K +50.0% $26.43 +10.9%
92 QFIN Qifu Technology Inc. Financial Services 28,300.0 $365K 0.06% +16K +121.1% $12.91 +10.5%
93 SMRT SmartRent Inc Technology 229,800.0 $345K 0.06% +126K +121.6% $1.50 -24.7%
94 AMPY Amplify Energy Corp. Energy 54,600.0 $341K 0.06% +12K +28.2% $6.24 -27.1%
95 LXRX Lexicon Pharmaceuticals Inc Healthcare 207,900.0 $324K 0.06% +168K +415.9% $1.56 +20.5%
96 RIOT Riot Platforms Inc Financial Services 23,800.0 $294K 0.05% +8K +49.7% $12.36 +107.8%
97 VCYT Veracyte Inc Healthcare 8,700.0 $280K 0.05% +3K +58.2% $32.21 +46.8%
98 INFU InfuSystem Holdings Inc Healthcare 30,200.0 $279K 0.05% +12K +64.1% $9.23 -2.4%
99 BFAM Bright Horizons Family Solutions, Inc. Consumer Cyclical 3,300.0 $271K 0.05% +1K +57.1% $82.13 -27.9%
100 Lineage Cell Therapeutics Inc 170,300.0 $269K 0.05% +108K +172.9% $1.58
Page 5 of 6  ·  108 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
Technology 23.1%
Industrials 14.5%
Healthcare 13.5%
Financial Services 11.2%
Basic Materials 8.9%
Energy 8.2%
Communication Services 5.8%
Consumer Cyclical 5.4%
Consumer Defensive 5.2%
Real Estate 2.5%