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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $341M AUM 731 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 166 Added 118 Reduced 224 Exited
Page 37 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SID COMPANHIA SIDERURGICA NACION Basic Materials 50,467.0 $63K 0.02% NEW $1.24 +8.1%
722 EGHT 8X8 INC NEW Technology 33,042.0 $55K 0.02% NEW $1.66 +29.5%
723 REAX THE REAL BROKERAGE INC Real Estate 19,911.0 $50K 0.01% $2.50 -28.4%
724 APPS DIGITAL TURBINE INC Technology 16,778.0 $48K 0.01% $2.88 +67.0%
725 ABEV AMBEV SA Consumer Defensive 16,169.0 $47K 0.01% -65K -80.0% $2.92 +12.0%
726 AUR AURORA INNOVATION INC Technology 10,363.0 $43K 0.01% $4.12 +69.9%
727 BDN BRANDYWINE RLTY TR Real Estate 12,302.0 $33K 0.01% -26K -68.1% $2.71 +11.1%
728 AREC AMERICAN RES CORP Energy 12,671.0 $31K 0.01% -29K -69.5% $2.42 -7.4%
729 GEVO GEVO INC Basic Materials 10,223.0 $28K 0.01% NEW $2.73 -35.2%
730 SNDL INC 18,271.0 $24K 0.01% $1.32
731 SES SES AI CORPORATION Consumer Cyclical 17,727.0 $17K 0.01% NEW $0.96 +29.9%
Page 37 of 37  ·  731 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 19.3%
Technology 14.7%
Financial Services 14.5%
Healthcare 13.4%
Consumer Cyclical 9.3%
Real Estate 6.5%
Basic Materials 5.0%
Consumer Defensive 5.0%
Utilities 5.0%
Energy 4.8%