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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 33 of 47  ·  929 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ERIE ERIE INDTY CO Financial Services 2,352.0 $564K 0.02% NEW $239.75 +8.2%
642 FOXA FOX CORP Communication Services 10,749.0 $561K 0.02% NEW $52.16 +28.9%
643 PATHWARD FINANCIAL INC 6,432.0 $560K 0.02% -1K -15.6% $87.06
644 WD WALKER & DUNLOP INC Financial Services 10,089.0 $552K 0.02% +5K +110.0% $54.70 -26.4%
645 AIN ALBANY INTL CORP Consumer Cyclical 7,347.0 $547K 0.02% -6K -44.8% $74.50 -20.5%
646 NMRK NEWMARK GROUP INC Real Estate 35,974.0 $544K 0.02% NEW $15.11 +2.8%
647 SAIL SAILPOINT INC Technology 36,963.0 $541K 0.02% NEW $14.64 +39.7%
648 TNK TEEKAY TANKERS LTD Energy 8,328.0 $540K 0.02% +3K +71.8% $64.87 +36.0%
649 EEFT EURONET WORLDWIDE INC Technology 7,381.0 $540K 0.02% NEW $73.19 -6.4%
650 IDCC INTERDIGITAL INC Technology 1,893.0 $536K 0.02% -1K -39.3% $283.13 +18.2%
651 SRPT SAREPTA THERAPEUTICS INC Healthcare 29,749.0 $535K 0.02% +10K +51.2% $17.97 +20.1%
652 VRTS VIRTUS INVT PARTNERS INC Financial Services 3,724.0 $534K 0.02% NEW $143.50 +16.5%
653 ATRC ATRICURE INC Healthcare 19,080.0 $534K 0.02% +8K +66.0% $27.98 +76.1%
654 ARCB ARCBEST CORP Industrials 3,706.0 $532K 0.02% NEW $143.54 -3.1%
655 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,286.0 $528K 0.02% NEW $123.29 +8.4%
656 LXU LSB INDS INC Basic Materials 48,654.0 $526K 0.02% NEW $10.81 -3.4%
657 GTY GETTY RLTY CORP NEW Real Estate 15,635.0 $522K 0.02% NEW $33.36 -1.2%
658 CMPS COMPASS PATHWAYS PLC Healthcare 36,480.0 $516K 0.02% +17K +82.7% $14.15 +3.5%
659 PGNY PROGYNY INC Healthcare 17,780.0 $513K 0.02% NEW $28.83 -10.3%
660 IPAR INTERPARFUMS INC Consumer Defensive 4,547.0 $509K 0.02% NEW $111.86 +4.8%
Page 33 of 47  ·  929 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%