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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 5 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LYV Live Nation Entertainment Inc Communication Services 9,760.0 $1.8M 0.10% NEW $183.11 +0.8%
82 HPE Hewlett Packard Enterprise Co Technology 39,600.0 $1.8M 0.10% NEW $45.11 +16.2%
83 RL Ralph Lauren Corp Consumer Cyclical 4,360.0 $1.8M 0.10% NEW $401.41 -7.6%
84 FOXA Fox Corporation Communication Services 33,512.0 $1.7M 0.10% NEW $52.16 +32.7%
85 ATO Atmos Energy Corp. Utilities 9,900.0 $1.7M 0.10% NEW $172.27 -2.6%
86 NTAP Netapp Inc Technology 10,800.0 $1.7M 0.09% NEW $154.76 +20.7%
87 NUE Nucor Corp. Basic Materials 7,401.0 $1.6M 0.09% NEW $222.75 +9.8%
88 NXPI NXP Semiconductors NV Technology 5,750.0 $1.6M 0.09% NEW $281.03 -20.8%
89 DDOG Datadog Inc Technology 6,200.0 $1.6M 0.09% NEW $260.36 -13.3%
90 ADP Automatic Data Processing Inc. Industrials 7,001.0 $1.6M 0.09% NEW $223.95 +26.4%
91 FANG Diamondback Energy Inc Energy 8,904.0 $1.6M 0.09% NEW $175.78 +17.0%
92 UDR UDR Inc Real Estate 39,051.0 $1.6M 0.09% NEW $39.92 -3.8%
93 GSAT Globalstar Inc. Communication Services 19,100.0 $1.6M 0.09% NEW $81.29 +1.0%
94 MNST Monster Beverage Corp. Consumer Defensive 16,100.0 $1.5M 0.09% NEW $96.12 -49.1%
95 IIIN Insteel Industries, Inc. Industrials 50,800.0 $1.5M 0.09% NEW $30.20 +0.1%
96 FTV Fortive Corp Technology 24,550.0 $1.5M 0.08% NEW $61.09 -1.0%
97 COMP Compass Inc Technology 120,201.0 $1.5M 0.08% NEW $12.33 -6.3%
98 SHW Sherwin-Williams Co. Basic Materials 4,200.0 $1.4M 0.08% NEW $344.32 +0.7%
99 APOS Apollo Global Management Inc 12,100.0 $1.4M 0.08% NEW $118.31
100 WDAY Workday Inc Technology 11,500.0 $1.4M 0.08% NEW $122.42 +62.7%
Page 5 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%