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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 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SUPN SUPERNUS PHARMACEUTICALS Healthcare 13,298.0 $618K 0.03% NEW $46.51 -3.5%
242 LASR NLIGHT INC Technology 8,745.0 $609K 0.02% NEW $69.62 -37.2%
243 CRITICAL METALS CORP 58,688.0 $602K 0.02% NEW $10.25
244 GFF GRIFFON CORP Industrials 5,980.0 $583K 0.02% NEW $97.53 +3.4%
245 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 26,453.0 $578K 0.02% NEW $21.86 -8.1%
246 BLKB BLACKBAUD INC Technology 19,455.0 $576K 0.02% NEW $29.62 +59.0%
247 PATK PATRICK INDS INC Consumer Cyclical 6,388.0 $574K 0.02% NEW $89.78 -6.8%
248 BL BLACKLINE INC Technology 20,361.0 $572K 0.02% NEW $28.07 +11.6%
249 BLTE BELITE BIO INC Healthcare 3,700.0 $570K 0.02% NEW $153.99 +1.8%
250 ERIE ERIE INDTY CO Financial Services 2,352.0 $564K 0.02% NEW $239.75 +7.3%
251 FOXA FOX CORP Communication Services 10,749.0 $561K 0.02% NEW $52.16 +33.4%
252 NMRK NEWMARK GROUP INC Real Estate 35,974.0 $544K 0.02% NEW $15.11 +4.3%
253 SAIL SAILPOINT INC Technology 36,963.0 $541K 0.02% NEW $14.64 +24.5%
254 EEFT EURONET WORLDWIDE INC Technology 7,381.0 $540K 0.02% NEW $73.19 -3.6%
255 VRTS VIRTUS INVT PARTNERS INC Financial Services 3,724.0 $534K 0.02% NEW $143.50 +16.6%
256 ARCB ARCBEST CORP Industrials 3,706.0 $532K 0.02% NEW $143.54 -3.1%
257 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,286.0 $528K 0.02% NEW $123.29 +11.1%
258 LXU LSB INDS INC Basic Materials 48,654.0 $526K 0.02% NEW $10.81 -3.7%
259 GTY GETTY RLTY CORP NEW Real Estate 15,635.0 $522K 0.02% NEW $33.36 -0.3%
260 PGNY PROGYNY INC Healthcare 17,780.0 $513K 0.02% NEW $28.83 -8.5%
Page 13 of 22  ·  425 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%