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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $431M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 17 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 THRY THRYV HOLDINGS ORD Communication Services 11,000.0 $67K 0.01% NEW $6.05 -37.4%
322 ABOS ACUMEN PHARMACEUTICALS ORD Healthcare 29,600.0 $62K 0.01% NEW $2.11 +2.8%
323 JBLU JETBLUE AIRWAYS ORD Industrials 11,900.0 $54K 0.01% NEW $4.55 +4.6%
324 NMRA NEUMORA THERAPEUTICS ORD Healthcare 29,600.0 $53K 0.01% NEW $1.79 -9.5%
325 LXRX LEXICON PHARMACEUTICALS ORD Healthcare 40,300.0 $46K 0.01% NEW $1.15 +63.5%
326 WIT WIPRO ADR REP 1 ORD Technology 15,406.0 $44K 0.01% NEW $2.84 -26.1%
327 GPMT GRANITE POINT MORTGAGE TRUST ORD Real Estate 10,386.0 $25K 0.01% NEW $2.40 -38.3%
328 SABR SABRE ORD Consumer Cyclical 16,072.0 $22K 0.01% NEW $1.36 +22.1%
329 NXDR NEXTDOOR HOLDINGS CL A ORD Communication Services 10,200.0 $21K 0.01% NEW $2.10 -3.3%
330 AGILON HEALTH ORD 14,400.0 $10K 0.00% NEW $0.69
Page 17 of 17  ·  330 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 30.5%
Healthcare 13.4%
Financial Services 12.3%
Industrials 10.2%
Basic Materials 9.1%
Communication Services 7.1%
Consumer Cyclical 5.2%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 1.8%