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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 18 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DVA DaVita Inc Healthcare 3,200.0 $712K 0.04% +1K +52.3% $222.48 -20.5%
342 NE Noble Corp Plc Energy 18,806.0 $701K 0.04% -1K -5.9% $37.30 +22.9%
343 TYL Tyler Technologies, Inc. Technology 2,384.0 $697K 0.04% NEW $292.46 +19.3%
344 PACS PACS Group Inc. Financial Services 16,301.0 $695K 0.04% NEW $42.64 +2.7%
345 PSX Phillips 66 Energy 4,100.0 $693K 0.04% +2K +148.8% $169.05 +42.3%
346 WST West Pharmaceutical Services, Inc. Healthcare 1,897.0 $681K 0.04% NEW $359.00 -2.3%
347 VEEV Veeva Systems Inc Healthcare 3,801.0 $675K 0.04% -11K -74.9% $177.47 +37.9%
348 TDG Transdigm Group Incorporated Industrials 505.0 $673K 0.04% NEW $1332.04 -10.4%
349 VIPS Vipshop Holdings Ltd Consumer Cyclical 50,429.0 $669K 0.04% NEW $13.26 +7.3%
350 BRBR Bellring Brands Inc Consumer Defensive 51,582.0 $667K 0.04% NEW $12.94 -18.2%
351 WLTH Wealthfront Corp. Technology 73,072.0 $653K 0.04% NEW $8.94 +3.5%
352 EXEL Exelixis Inc Healthcare 11,951.0 $650K 0.04% +5K +80.0% $54.41 +3.5%
353 RS Reliance Inc. Basic Materials 1,740.0 $650K 0.04% +340.0 +24.3% $373.60 +2.8%
354 PB Prosperity Bancshares Inc. Financial Services 8,800.0 $643K 0.04% NEW $73.03 -0.8%
355 GRMN Garmin Ltd Technology 2,700.0 $641K 0.04% -632.0 -19.0% $237.54 +21.6%
356 FSLY Fastly Inc Technology 34,500.0 $633K 0.04% NEW $18.36 +26.4%
357 TPG TPG Inc Financial Services 15,593.0 $632K 0.04% NEW $40.55 +29.6%
358 TW Tradeweb Markets Inc Financial Services 6,301.0 $628K 0.04% -4K -39.4% $99.66 +8.6%
359 TRU TransUnion Industrials 8,700.0 $628K 0.04% -31K -77.9% $72.14 +17.9%
360 RDN Radian Group, Inc. Financial Services 16,537.0 $623K 0.04% +3K +20.0% $37.67 -3.1%
Page 18 of 33  ·  643 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%