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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $12.1B AUM 1,213 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 214 New 749 Added 240 Reduced 78 Exited
Page 38 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 GGB GERDAU SA Basic Materials 48,434.0 $196K 0.00% +22K +80.0% $4.04 +7.2%
742 NIO NIO INC Consumer Cyclical 37,156.0 $188K 0.00% +12K +50.3% $5.06 -13.8%
743 YMM FULL TRUCK ALLIANCE CO LTD Technology 21,039.0 $171K 0.00% +3K +15.8% $8.12 +3.8%
744 PMT PENNYMAC MTG INVT TR Real Estate 14,080.0 $159K 0.00% +3K +25.5% $11.28 -17.6%
745 TKC TURKCELL ILETISIM Communication Services 25,404.0 $149K 0.00% +4K +16.7% $5.88 -7.8%
746 WIT WIPRO LTD Technology 61,847.0 $139K 0.00% +7K +13.7% $2.25 -16.4%
747 TME TENCENT MUSIC ENTMT GROUP Communication Services 12,809.0 $107K 0.00% +940.0 +7.9% $8.35 +3.7%
748 BBDO BANCO BRADESCO S A Financial Services 21,423.0 $64K 0.00% +10K +82.6% $3.00 +6.7%
749 NNDM NANO DIMENSION LTD Technology 34,217.0 $50K +3K +10.2% $1.45 +6.2%
Page 38 of 38  ·  749 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 40.3%
Financial Services 12.6%
Consumer Cyclical 9.6%
Healthcare 9.0%
Industrials 8.9%
Communication Services 7.6%
Consumer Defensive 4.4%
Utilities 2.4%
Energy 2.0%
Real Estate 1.8%