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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 28 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CLVT Clarivate Plc Technology 19,100.0 $48K 0.01% NEW $2.53 -3.6%
542 PLBY PLBY Group Inc Consumer Cyclical 31,700.0 $48K 0.01% NEW $1.52 -13.8%
543 RPID Rapid Micro Biosystems Inc Healthcare 21,200.0 $48K 0.01% NEW $2.27 -12.3%
544 SERA Sera Prognostics Inc Healthcare 23,564.0 $48K 0.01% NEW $2.03 +3.4%
545 Venu Holding Corp. 14,100.0 $47K 0.01% NEW $3.31
546 Comstock Inc 15,100.0 $46K 0.01% NEW $3.05
547 NUVB Nuvation Bio Inc Healthcare 10,600.0 $45K 0.01% NEW $4.29 +11.9%
548 TON Strategy Co. 18,300.0 $45K 0.01% NEW $2.47
549 SPRU Spruce Power Holding Corporation Energy 10,800.0 $44K 0.01% NEW $4.10 -31.7%
550 Freightos Ltd 26,300.0 $43K 0.01% NEW $1.64
551 AREC American Resources Corporation Energy 17,500.0 $42K 0.01% NEW $2.42 -11.2%
552 Bridger Aerospace Group Holdings Inc 21,300.0 $42K 0.01% NEW $1.98
553 CGTX Cognition Therapeutics Inc Healthcare 52,800.0 $40K 0.01% NEW $0.76 +59.3%
554 Fluent Inc 12,500.0 $40K 0.01% NEW $3.16
555 ZNTL Zentalis Pharmaceuticals Inc Healthcare 16,700.0 $39K 0.01% NEW $2.34 +56.4%
556 ORBS Eightco Holdings Inc Technology 40,500.0 $38K 0.01% NEW $0.93 -6.4%
557 CMTL Comtech Telecommunications Corp. Technology 11,054.0 $37K 0.01% NEW $3.32 +35.5%
558 WRAP Wrap Technologies Inc Technology 22,100.0 $34K 0.01% NEW $1.54 -16.2%
559 VERI Veritone Inc Technology 17,200.0 $34K 0.01% NEW $1.97 -13.7%
560 BDTX Black Diamond Therapeutics Inc Healthcare 15,200.0 $32K 0.01% NEW $2.13 -13.1%
Page 28 of 30  ·  584 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%