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Portfolio (Quarterly) Guide ↗

Future Fund LLC

· CIK 0001911970
13F Portfolio $284M AUM 127 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 102 Added 16 Reduced 24 Exited
Page 1 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TIGO MILLICOM INTL CELLULAR S A Communication Services 91,441.0 $6.9M 2.41% +10K +12.6% $74.94 +16.8%
2 BWXT BWX TECHNOLOGIES INC Industrials 32,820.0 $6.7M 2.36% +21K +168.7% $204.49 +4.7%
3 HALO HALOZYME THERAPEUTICS INC Healthcare 95,121.0 $6.1M 2.16% +12K +14.6% $64.63 +8.4%
4 NVDA NVIDIA CORPORATION Technology 27,678.0 $4.8M 1.70% +10K +60.9% $174.40 +16.3%
5 GLOBUS MED INC 52,158.0 $4.5M 1.58% +11K +27.2% $86.16
6 IONS IONIS PHARMACEUTICALS INC Healthcare 58,732.0 $4.4M 1.55% +13K +28.1% $75.09 +2.7%
7 ONTO ONTO INNOVATION INC Technology 21,293.0 $4.4M 1.54% +7K +44.6% $205.07 +55.6%
8 YETI YETI HLDGS INC Consumer Cyclical 118,608.0 $4.3M 1.53% +9K +7.8% $36.59 +32.5%
9 EMBJ EMBRAER S.A. Industrials 73,107.0 $4.3M 1.53% +18K +31.9% $59.34 +2.0%
10 GH GUARDANT HEALTH INC Healthcare 46,465.0 $4.3M 1.51% +10K +26.2% $92.37 +44.6%
11 HQY HEALTHEQUITY INC Healthcare 50,580.0 $4.2M 1.49% +6K +14.1% $83.57 +1.9%
12 TTEK TETRA TECH INC NEW Industrials 137,347.0 $4.1M 1.46% +49K +54.6% $30.12 -7.6%
13 COHR COHERENT CORP Technology 17,169.0 $4.1M 1.44% +9K +102.6% $238.21 +65.2%
14 WMS ADVANCED DRAIN SYS INC DEL Industrials 27,329.0 $3.7M 1.32% +6K +27.1% $137.13 +3.2%
15 IDCC INTERDIGITAL INC Technology 12,146.0 $3.7M 1.29% +4K +51.5% $302.00 -4.4%
16 AMZN AMAZON COM INC Consumer Cyclical 17,509.0 $3.6M 1.28% +498.0 +2.9% $208.27 +12.6%
17 GDS GDS HLDGS LTD Technology 89,821.0 $3.6M 1.27% +18K +25.3% $40.29 -20.5%
18 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 51,136.0 $3.6M 1.27% +33K +182.8% $70.51 -26.3%
19 AAPL APPLE INC Technology 14,010.0 $3.6M 1.25% +90.0 +0.7% $253.79 +17.5%
20 FCFS FIRSTCASH HOLDINGS INC Financial Services 18,889.0 $3.6M 1.25% +4K +27.1% $188.00 +20.6%
Page 1 of 6  ·  102 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 21.9%
Industrials 18.6%
Healthcare 17.4%
Consumer Cyclical 13.5%
Financial Services 10.4%
Communication Services 7.3%
Consumer Defensive 4.8%
Basic Materials 3.3%
Energy 1.2%
Real Estate 0.9%