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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 30 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RANI Rani Therapeutics Holdings Inc Healthcare 14,800.0 $11K 0.00% NEW $0.73 +14.3%
582 UPXI Upexi Inc Communication Services 10,500.0 $10K 0.00% NEW $0.99 -3.6%
583 ALIT Alight Inc. Technology 16,300.0 $9K 0.00% NEW $0.58 +26.1%
584 QNCX Quince Therapeutics Inc Healthcare 30,000.0 $3K 0.00% NEW $0.10 +886.2%
Page 30 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%