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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $1.8B AUM 646 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 357 New 173 Added 91 Reduced 298 Exited
Page 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AXS Axis Capital Holdings Ltd Financial Services 4,260.0 $458K 0.03% +1K +39.2% $107.44 -7.5%
162 VISN Vistance Networks Inc. Technology 32,900.0 $420K 0.02% +8K +31.1% $12.78 -15.2%
163 International Bancshares Corp. 5,056.0 $384K 0.02% +400.0 +8.6% $75.95
164 Life360 Inc. 6,719.0 $372K 0.02% +55.0 +0.8% $55.36
165 EW Edwards Lifesciences Corp Healthcare 3,900.0 $353K 0.02% +665.0 +20.6% $90.46 +0.0%
166 WSM Williams-Sonoma, Inc. Consumer Cyclical 1,500.0 $350K 0.02% +59.0 +4.1% $233.10 +2.0%
167 ICE Intercontinental Exchange Inc Financial Services 2,500.0 $308K 0.02% +1K +94.0% $123.11 +32.4%
168 TDY Teledyne Technologies Inc Technology 420.0 $280K 0.02% +20.0 +5.0% $666.90 -6.3%
169 GNW Genworth Financial Inc Financial Services 25,150.0 $238K 0.01% +15K +136.3% $9.47 +4.4%
170 DOLE Dole plc Consumer Defensive 16,866.0 $231K 0.01% +3K +18.6% $13.72 -1.9%
171 MNKD Mannkind Corp Healthcare 41,828.0 $178K 0.01% +13K +44.1% $4.26 -4.5%
172 SERA Sera Prognostics Inc Healthcare 38,890.0 $71K 0.00% +15K +65.0% $1.82 +19.8%
173 GPRO GoPro Inc. Technology 50,800.0 $40K 0.00% +18K +57.3% $0.78 -22.9%
Page 9 of 9  ·  173 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 40.7%
Industrials 16.9%
Healthcare 11.8%
Financial Services 8.5%
Consumer Cyclical 5.9%
Energy 3.9%
Communication Services 3.7%
Consumer Defensive 3.1%
Basic Materials 3.0%
Real Estate 1.9%