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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 11 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 SANM SANMINA ORD Technology 4,402 $571K 0.03% SOLD
202 KRYS KRYSTAL BIOTECH ORD Healthcare 2,200 $568K 0.03% SOLD
203 JAZZ JAZZ PHARMACEUTICALS ORD Healthcare 2,942 $556K 0.03% SOLD
204 BIOHAVEN ORD 65,647 $555K 0.03% SOLD
205 SHC SOTERA HEALTH COMPANY ORD Healthcare 38,652 $554K 0.03% SOLD
206 PSKY PARAMOUNT SKYDANCE CL B ORD Communication Services 59,823 $540K 0.03% SOLD
207 ACAD ACADIA PHARMACEUTICALS ORD Healthcare 24,060 $536K 0.03% SOLD
208 WTFC WINTRUST FINANCIAL ORD Financial Services 3,843 $534K 0.03% SOLD
209 AUPH AURINIA PHARMACEUTICALS ORD Healthcare 35,855 $531K 0.03% SOLD
210 MKTX MARKETAXESS HOLDINGS ORD Financial Services 3,192 $527K 0.02% SOLD
211 DOCU DOCUSIGN ORD Technology 10,890 $516K 0.02% SOLD
212 LTC LTC PROPERTIES REIT ORD Real Estate 13,769 $512K 0.02% SOLD
213 FRSH FRESHWORKS CL A ORD Technology 63,674 $511K 0.02% SOLD
214 CVLT COMMVAULT SYSTEMS ORD Technology 6,540 $509K 0.02% SOLD
215 VNO VORNADO REALTY REIT ORD Real Estate 19,575 $509K 0.02% SOLD
216 CNS COHEN & STEERS ORD Financial Services 8,051 $504K 0.02% SOLD
217 PEBO PEOPLE BANCORP ORD Financial Services 15,118 $497K 0.02% SOLD
218 LECO LINCOLN ELECTRIC HOLDINGS ORD Industrials 1,995 $497K 0.02% SOLD
219 CBRL CRACKER BARREL OLD COUNTRY STORE ORD Consumer Cyclical 17,570 $494K 0.02% SOLD
220 RUN SUNRUN ORD Energy 36,011 $488K 0.02% SOLD
Page 11 of 18  ·  353 positions
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%