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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 4 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PL Planet Labs PBC Industrials 217,600.0 $7.2M 0.40% NEW $33.13 -34.9%
62 BKNG Booking Holdings Inc Consumer Cyclical 39,911.0 $7.1M 0.40% +40K +10000.0% $178.24 +19.7%
63 BBIO BridgeBio Pharma Inc Healthcare 94,300.0 $7.0M 0.39% NEW $74.48 +8.8%
64 WULF TeraWulf Inc Financial Services 283,100.0 $7.0M 0.39% NEW $24.70 -37.3%
65 GS Goldman Sachs Group, Inc. Financial Services 6,800.0 $6.9M 0.39% NEW $1011.37 +2.5%
66 GE GE Aerospace Industrials 18,401.0 $6.9M 0.39% +12K +186.4% $373.73 -8.5%
67 KLAC KLA Corp. Technology 22,746.0 $6.9M 0.39% NEW $301.71 -39.8%
68 LNG Cheniere Energy Inc. Energy 28,555.0 $6.8M 0.38% +5K +22.0% $239.01 +17.5%
69 HL Hecla Mining Co. Basic Materials 437,100.0 $6.7M 0.38% +336K +332.3% $15.43 +32.2%
70 AFRM Affirm Holdings Inc Technology 80,973.0 $6.6M 0.37% +40K +99.4% $81.55 -5.7%
71 PWR Quanta Services, Inc. Industrials 9,160.0 $6.6M 0.37% +9K +1329.0% $720.04 -14.3%
72 POWL Powell Industries, Inc. Industrials 22,800.0 $6.5M 0.37% NEW $286.36 -34.0%
73 DELL Dell Technologies Inc Technology 14,950.0 $6.5M 0.36% +11K +283.3% $431.46 +0.4%
74 KTOS Kratos Defense & Security Solutions Inc Industrials 129,101.0 $6.4M 0.36% +119K +1129.8% $49.86 +6.4%
75 C Citigroup Inc Financial Services 45,600.0 $6.4M 0.36% +18K +65.4% $139.96 -5.9%
76 ENSG Ensign Group Inc Healthcare 39,500.0 $6.3M 0.35% +38K +3850.0% $160.30 +11.9%
77 ESLT Elbit Systems Ltd. Industrials 8,300.0 $6.3M 0.35% $758.72 -3.7%
78 ALNY Alnylam Pharmaceuticals Inc Healthcare 20,803.0 $6.3M 0.35% NEW $301.03 -21.6%
79 MCO Moody`s Corp. Financial Services 13,720.0 $6.2M 0.35% NEW $452.92 +12.9%
80 AXSM Axsome Therapeutics Inc Healthcare 24,900.0 $6.1M 0.34% NEW $244.77 -16.1%
Page 4 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%