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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 30 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KIM Kimco Realty Corporation Real Estate 8,381.0 $212K 0.01% NEW $25.35 -4.5%
582 EIG Employers Holdings Inc Financial Services 4,200.0 $212K 0.01% NEW $50.48 -2.6%
583 DRTS Alpha Tau Medical Ltd Healthcare 16,500.0 $208K 0.01% NEW $12.58 +16.9%
584 HALO Halozyme Therapeutics Inc. Healthcare 2,650.0 $207K 0.01% NEW $78.27 +38.8%
585 AHRT AH Realty Trust Inc. Financial Services 29,164.0 $206K 0.01% $7.08 -4.9%
586 RVTY Revvity Inc. Healthcare 1,851.0 $206K 0.01% NEW $111.26 +10.6%
587 MAT Mattel, Inc. Consumer Cyclical 14,750.0 $205K 0.01% NEW $13.88 +6.8%
588 LEU Centrus Energy Corp Energy 1,201.0 $202K 0.01% $167.87 +5.5%
589 LH Labcorp Holdings Inc. Healthcare 720.0 $202K 0.01% NEW $280.00 +21.2%
590 TMHC Taylor Morrison Home Corp. Consumer Cyclical 2,800.0 $201K 0.01% NEW $71.74 +1.0%
591 LBRDK Liberty Broadband Corp Communication Services 6,030.0 $201K 0.01% $33.26 +8.3%
592 GRC Gorman-Rupp Co. Industrials 2,186.0 $201K 0.01% NEW $91.74 -15.2%
593 AVPT AvePoint Inc Technology 17,801.0 $200K 0.01% NEW $11.21 +18.1%
594 FIGS Figs Inc Consumer Cyclical 19,500.0 $199K 0.01% NEW $10.23 +48.7%
595 FWRD Forward Air Corp. Industrials 13,600.0 $184K 0.01% NEW $13.51 +30.1%
596 MNKD Mannkind Corp Healthcare 41,828.0 $178K 0.01% +13K +44.1% $4.26 -4.5%
597 INFU InfuSystem Holdings Inc Healthcare 18,400.0 $178K 0.01% -12K -39.1% $9.65 +23.8%
598 VSTS Vestis Corp Industrials 11,296.0 $164K 0.01% $14.52 -12.2%
599 HUMA Humacyte Inc Healthcare 207,900.0 $162K 0.01% NEW $0.78 -15.1%
600 KREF KKR Real Estate Finance Trust Inc Real Estate 23,494.0 $161K 0.01% -5K -18.6% $6.84 +9.8%
Page 30 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%