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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 29 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DOLE Dole plc Consumer Defensive 16,866.0 $231K 0.01% +3K +18.6% $13.72 -1.9%
562 EXPE Expedia Group Inc Consumer Cyclical 901.0 $231K 0.01% NEW $255.88 +32.5%
563 CVSA Covista Inc. Consumer Cyclical 1,848.0 $230K 0.01% -4K -68.9% $124.66 +6.5%
564 BFAM Bright Horizons Family Solutions, Inc. Consumer Cyclical 3,248.0 $230K 0.01% -52.0 -1.6% $70.88 +4.5%
565 QRVO Qorvo Inc Technology 2,450.0 $229K 0.01% -5K -66.7% $93.27 +2.3%
566 CPNG Coupang Inc Consumer Cyclical 13,101.0 $228K 0.01% NEW $17.37 -5.4%
567 INCY Incyte Corp. Healthcare 2,000.0 $227K 0.01% NEW $113.36 +12.9%
568 LEN Lennar Corp. Consumer Cyclical 2,500.0 $226K 0.01% NEW $90.49 -2.6%
569 CHRW C.H. Robinson Worldwide, Inc. Industrials 1,200.0 $226K 0.01% -8K -86.6% $188.34 -24.1%
570 PRKS United Parks & Resorts Inc. Consumer Cyclical 4,700.0 $224K 0.01% NEW $47.74 -6.2%
571 FOUR Shift4 Payments Inc Technology 4,608.0 $224K 0.01% NEW $48.64 -1.3%
572 RNR RenaissanceRe Holdings Ltd Financial Services 704.0 $223K 0.01% -290.0 -29.2% $316.90 +4.0%
573 Liberty Live Holdings Inc. 2,100.0 $222K 0.01% NEW $105.64
574 Blue Owl Capital Corp 20,300.0 $221K 0.01% NEW $10.87
575 STAA Staar Surgical Co. Healthcare 7,592.0 $218K 0.01% NEW $28.69 -18.9%
576 FICO Fair Isaac Corp. Technology 181.0 $216K 0.01% NEW $1194.78 -2.4%
577 CRL Charles River Laboratories International Inc. Healthcare 950.0 $215K 0.01% NEW $226.79 +31.7%
578 CAR Avis Budget Group Inc Industrials 1,447.0 $214K 0.01% NEW $147.83 -0.6%
579 CNA CNA Financial Corp. Financial Services 4,400.0 $214K 0.01% NEW $48.61 +2.1%
580 BJ BJ`s Wholesale Club Holdings Inc Consumer Defensive 2,450.0 $214K 0.01% NEW $87.22 +12.9%
Page 29 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%