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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 17 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AVPT AvePoint Inc Technology 17,801.0 $200K 0.01% NEW $11.21 +18.1%
322 FIGS Figs Inc Consumer Cyclical 19,500.0 $199K 0.01% NEW $10.23 +48.7%
323 FWRD Forward Air Corp. Industrials 13,600.0 $184K 0.01% NEW $13.51 +30.1%
324 HUMA Humacyte Inc Healthcare 207,900.0 $162K 0.01% NEW $0.78 -15.1%
325 FBRT Franklin BSP Realty Trust Inc. Real Estate 18,369.0 $150K 0.01% NEW $8.14 +3.7%
326 GOGO Gogo Inc Communication Services 47,500.0 $147K 0.01% NEW $3.10 -17.4%
327 Blue Owl Technology Finance Corp 14,200.0 $147K 0.01% NEW $10.35
328 AOUT American Outdoor Brands Inc Consumer Cyclical 12,400.0 $146K 0.01% NEW $11.74 -3.9%
329 SLQT SelectQuote Inc Financial Services 169,800.0 $143K 0.01% NEW $0.84 -7.7%
330 RVSB Riverview Bancorp, Inc. Financial Services 23,800.0 $129K 0.01% NEW $5.43 -4.8%
331 TMCI Treace Medical Concepts Inc Healthcare 28,800.0 $115K 0.01% NEW $3.98 +9.8%
332 MVIS Microvision Inc. Technology 348,600.0 $114K 0.01% NEW $0.33 +419.9%
333 EMBC Embecta Corp Healthcare 34,500.0 $112K 0.01% NEW $3.26 +53.1%
334 TuHURA Biosciences Inc. 47,201.0 $110K 0.01% NEW $2.34
335 SKYX SKYX Platforms Corp Industrials 99,700.0 $110K 0.01% NEW $1.10 +4.1%
336 BYND Beyond Meat Inc Consumer Defensive 136,400.0 $102K 0.01% NEW $0.75 +1786.7%
337 SoundThinking Inc 10,600.0 $96K 0.01% NEW $9.05
338 LAB Standard BioTools Inc Healthcare 110,795.0 $91K 0.01% NEW $0.82 -21.0%
339 JYNT Joint Corp Healthcare 10,100.0 $89K 0.01% NEW $8.78 -3.9%
340 PAYO Payoneer Global Inc Technology 12,250.0 $87K 0.01% NEW $7.12 -0.1%
Page 17 of 18  ·  357 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%