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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 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XPEV XPENG INC Consumer Cyclical 14,114.0 $187K 0.00% NEW $13.24 -15.8%
202 NOV NOV INC Energy 10,048.0 $186K 0.00% NEW $18.55 +6.5%
203 VIV TELEFONICA BRASIL SA Communication Services 13,770.0 $181K 0.00% NEW $13.16 -13.0%
204 WPP WPP PLC NEW Communication Services 11,339.0 $176K 0.00% NEW $15.49 +74.4%
205 ELPC COMPANHIA PARANAENSE DE ENER Utilities 14,961.0 $174K 0.00% NEW $11.65 -3.7%
206 COMP COMPASS INC Technology 12,352.0 $152K 0.00% NEW $12.33 -6.3%
207 GCMG GCM GROSVENOR INC Financial Services 10,451.0 $129K 0.00% NEW $12.30 +11.0%
208 QS QUANTUMSCAPE CORP Consumer Cyclical 14,316.0 $108K 0.00% NEW $7.56 -24.3%
209 AUR AURORA INNOVATION INC Technology 15,528.0 $106K 0.00% NEW $6.82 -16.6%
210 MTLS MATERIALISE NV Technology 10,875.0 $81K 0.00% NEW $7.43 -10.0%
211 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 13,457.0 $68K 0.00% NEW $5.03 +9.9%
212 BSBR BANCO SANTANDER BRASIL S A Financial Services 10,938.0 $57K NEW $5.25 +10.1%
213 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 18,325.0 $29K NEW $1.60 +46.2%
214 HKD AMTD DIGITAL INC Technology 12,398.0 $20K NEW $1.59 +5.0%
Page 11 of 11  ·  214 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%