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Portfolio (Quarterly) Guide ↗

Entropy Technologies, LP

· CIK 0001976151
13F Portfolio $2.5B AUM 930 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 425 New 275 Added 226 Reduced 353 Exited
Page 13 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WGS GENEDX HOLDINGS CORP Healthcare 7,042.0 $483K 0.02% +2K +46.4% $68.65 +31.5%
242 SONO SONOS INC Technology 34,622.0 $468K 0.02% +9K +35.7% $13.53 +13.3%
243 WVE WAVE LIFE SCIENCES LTD Healthcare 80,449.0 $467K 0.02% +52K +183.8% $5.81 -10.0%
244 HAMILTON INSURANCE GROUP LTD 13,035.0 $442K 0.02% +820.0 +6.7% $33.94
245 AVPT AVEPOINT INC Technology 38,687.0 $434K 0.02% +19K +92.8% $11.21 +17.8%
246 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 25,558.0 $422K 0.02% +3K +13.6% $16.53 +21.6%
247 SXC SUNCOKE ENERGY INC Energy 51,368.0 $414K 0.02% +27K +112.5% $8.05 +22.0%
248 JANX JANUX THERAPEUTICS INC Healthcare 26,795.0 $412K 0.02% +16K +150.4% $15.36 +23.0%
249 HMN HORACE MANN EDUCATORS CORP N Financial Services 7,887.0 $407K 0.02% +2K +32.6% $51.65 -0.4%
250 FWRD FORWARD AIR CORP Industrials 30,116.0 $407K 0.02% +10K +53.0% $13.51 +30.5%
251 AMSF AMERISAFE INC Financial Services 11,979.0 $405K 0.02% +3K +29.2% $33.83 -22.3%
252 MLYS MINERALYS THERAPEUTICS INC Healthcare 15,020.0 $405K 0.02% +5K +47.5% $26.98 -4.0%
253 IMCR IMMUNOCORE HLDGS PLC Healthcare 12,720.0 $404K 0.02% +3K +26.9% $31.75 +16.9%
254 REX REX AMERICAN RES CORP Basic Materials 8,871.0 $401K 0.02% +4K +80.8% $45.15 -5.8%
255 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 19,827.0 $386K 0.01% +8K +67.3% $19.47 -19.8%
256 PUK PRUDENTIAL PLC Financial Services 13,983.0 $375K 0.01% +4K +44.7% $26.81 +5.6%
257 GABC GERMAN AMERN BANCORP INC Financial Services 7,885.0 $374K 0.01% +2K +27.7% $47.46 +4.5%
258 NPK INTERNATIONAL INC 23,145.0 $368K 0.01% +13K +121.8% $15.91
259 CIFR CIPHER DIGITAL INC Financial Services 14,413.0 $353K 0.01% +3K +29.5% $24.50 -34.6%
260 IDT IDT CORP Communication Services 5,868.0 $341K 0.01% +498.0 +9.3% $58.16 +18.8%
Page 13 of 14  ·  275 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 17.5%
Industrials 15.8%
Financial Services 15.8%
Healthcare 11.5%
Consumer Cyclical 9.2%
Energy 6.6%
Basic Materials 6.3%
Consumer Defensive 6.1%
Utilities 4.6%
Real Estate 4.2%