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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 9 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RDN RADIAN GROUP INC Financial Services 33,836.0 $1.3M 0.05% NEW $37.67 -2.3%
162 SATS ECHOSTAR CORP Technology 12,533.0 $1.3M 0.05% NEW $101.50 -15.9%
163 SKT TANGER INC Real Estate 32,180.0 $1.3M 0.05% NEW $39.47 -3.6%
164 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 41,322.0 $1.3M 0.05% NEW $30.71 +20.7%
165 NXT NEXTPOWER INC Technology 10,575.0 $1.3M 0.05% NEW $119.14 -26.8%
166 IEX IDEX CORP Industrials 5,495.0 $1.2M 0.05% NEW $226.95 +3.5%
167 ACA ARCOSA INC Industrials 8,550.0 $1.2M 0.05% NEW $145.29 -0.0%
168 DGX QUEST DIAGNOSTICS INC Healthcare 5,779.0 $1.2M 0.05% NEW $211.95 +15.6%
169 KVYO KLAVIYO INC Technology 81,055.0 $1.2M 0.05% NEW $15.10 +17.8%
170 DCI DONALDSON INC Industrials 13,623.0 $1.2M 0.05% NEW $89.77 +6.1%
171 AMP AMERIPRISE FINL INC Financial Services 2,625.0 $1.2M 0.05% NEW $458.76 +22.1%
172 ESNT ESSENT GROUP LTD Financial Services 18,614.0 $1.2M 0.05% NEW $64.28 +8.3%
173 TWST TWIST BIOSCIENCE CORP Healthcare 11,402.0 $1.2M 0.05% NEW $102.88 +45.9%
174 NNN NNN REIT INC Real Estate 25,053.0 $1.2M 0.05% NEW $46.53 -1.9%
175 PIPR PIPER SANDLER COMPANIES Financial Services 16,027.0 $1.2M 0.05% NEW $72.34 +2.9%
176 REZI RESIDEO TECHNOLOGIES INC Industrials 36,980.0 $1.2M 0.05% NEW $31.10 -36.1%
177 CBC CENTRAL BANCOMPANY Financial Services 37,705.0 $1.1M 0.05% NEW $30.38 +6.5%
178 UDR UDR INC Real Estate 28,438.0 $1.1M 0.04% NEW $39.92 -5.0%
179 UE URBAN EDGE PPTYS Real Estate 49,221.0 $1.1M 0.04% NEW $22.88 -6.2%
180 UI UBIQUITI INC Technology 2,072.0 $1.1M 0.04% NEW $534.03 +11.8%
Page 9 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%