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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 17 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FOSL Fossil Group Inc Consumer Cyclical 20,300.0 $87K 0.01% NEW $4.31 -6.3%
322 FLO Flowers Foods, Inc. Consumer Defensive 10,700.0 $87K 0.01% NEW $8.15 -8.1%
323 GNW Genworth Financial Inc Financial Services 10,641.0 $86K 0.01% NEW $8.12 +5.7%
324 PROK ProKidney Corp Healthcare 47,800.0 $86K 0.01% NEW $1.79 -4.5%
325 IDN Intellicheck Inc Technology 12,100.0 $85K 0.01% NEW $6.99 -40.5%
326 RIG Transocean Ltd Energy 12,600.0 $84K 0.01% NEW $6.63 -6.9%
327 APPS Digital Turbine Inc Technology 28,700.0 $83K 0.01% NEW $2.88 +224.7%
328 SRI Stoneridge Inc. Consumer Cyclical 16,936.0 $82K 0.01% NEW $4.83 +49.7%
329 Nova Lifestyle Inc 11,100.0 $80K 0.01% NEW $7.24
330 GTM ZoomInfo Technologies Inc. Technology 13,400.0 $80K 0.01% NEW $5.98 -52.3%
331 ORMP Oramed Pharmaceuticals, Inc Healthcare 23,500.0 $80K 0.01% NEW $3.40 +7.1%
332 IVVD Invivyd Inc Healthcare 60,400.0 $79K 0.01% NEW $1.30 -21.5%
333 ONL Orion Properties Inc Real Estate 35,900.0 $77K 0.01% NEW $2.15 +31.2%
334 BB BlackBerry Ltd Technology 22,885.0 $74K 0.01% NEW $3.24 +186.7%
335 LUMN Lumen Technologies Inc Communication Services 10,459.0 $73K 0.01% NEW $6.95 +29.6%
336 SGMT Sagimet Biosciences Inc Healthcare 13,900.0 $73K 0.01% NEW $5.23 +25.0%
337 DIBS 1stdibs.com Inc Consumer Cyclical 13,200.0 $73K 0.01% NEW $5.50 -27.1%
338 BlackRock Technology and Private Equity Term Trust 10,900.0 $72K 0.01% NEW $6.60
339 JBI Janus International Group Inc Industrials 13,900.0 $72K 0.01% NEW $5.15 -4.1%
340 TSHA Taysha Gene Therapies Inc Healthcare 15,100.0 $67K 0.01% NEW $4.47 +21.5%
Page 17 of 21  ·  403 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%