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Portfolio (Quarterly) Guide ↗

Entropy Technologies, LP

· CIK 0001976151
13F Portfolio $2.2B AUM 857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New 286 Added 199 Reduced 361 Exited
Page 15 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVPT AVEPOINT CL A ORD Technology 20,063.0 $191K 0.01% +4K +24.1% $9.51 +8.2%
282 NEWSMAX CL B ORD 35,280.0 $184K 0.01% +12K +54.7% $5.22
283 SDGR SCHRODINGER ORD Healthcare 15,257.0 $173K 0.01% +2K +17.9% $11.36 +17.1%
284 SXC SUNCOKE ENERGY ORD Energy 24,174.0 $157K 0.01% +12K +93.2% $6.51 +29.0%
285 NRDS NERDWALLET CL A ORD Financial Services 13,909.0 $144K 0.01% +509.0 +3.8% $10.38 -19.6%
286 KRNY KEARNY FINANCIAL ORD Financial Services 12,085.0 $91K 0.00% +1K +10.8% $7.55 +8.6%
Page 15 of 15  ·  286 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
Industrials 17.4%
Financial Services 16.2%
Technology 14.8%
Healthcare 11.1%
Consumer Cyclical 9.6%
Consumer Defensive 7.0%
Energy 6.1%
Basic Materials 5.4%
Utilities 4.6%
Real Estate 4.5%