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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 60 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LI LI AUTO INC Consumer Cyclical 17,003.0 $200K 0.00% +6K +58.8% $11.74 +6.3%
1182 CUSHMAN AND WAKEFIELD LTD 14,700.0 $197K 0.00% -2K -12.6% $13.39
1183 GGB GERDAU SA Basic Materials 48,434.0 $196K 0.00% +22K +80.0% $4.04 +7.2%
1184 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 11,093.0 $193K 0.00% -2K -15.4% $17.41 +15.7%
1185 NIO NIO INC Consumer Cyclical 37,156.0 $188K 0.00% +12K +50.3% $5.06 -13.8%
1186 XPEV XPENG INC Consumer Cyclical 14,114.0 $187K 0.00% NEW $13.24 -15.8%
1187 NOV NOV INC Energy 10,048.0 $186K 0.00% NEW $18.55 +6.5%
1188 VIV TELEFONICA BRASIL SA Communication Services 13,770.0 $181K 0.00% NEW $13.16 -13.0%
1189 WPP WPP PLC NEW Communication Services 11,339.0 $176K 0.00% NEW $15.49 +74.4%
1190 ELPC COMPANHIA PARANAENSE DE ENER Utilities 14,961.0 $174K 0.00% NEW $11.65 -3.7%
1191 ENIC ENEL CHILE SA Utilities 38,367.0 $173K 0.00% -3K -6.7% $4.50 +0.7%
1192 YMM FULL TRUCK ALLIANCE CO LTD Technology 21,039.0 $171K 0.00% +3K +15.8% $8.12 +3.8%
1193 WB WEIBO CORP Communication Services 23,465.0 $170K 0.00% -3K -9.7% $7.26 -3.6%
1194 PMT PENNYMAC MTG INVT TR Real Estate 14,080.0 $159K 0.00% +3K +25.5% $11.28 -17.6%
1195 COMP COMPASS INC Technology 12,352.0 $152K 0.00% NEW $12.33 -6.3%
1196 TKC TURKCELL ILETISIM Communication Services 25,404.0 $149K 0.00% +4K +16.7% $5.88 -7.8%
1197 WIT WIPRO LTD Technology 61,847.0 $139K 0.00% +7K +13.7% $2.25 -16.4%
1198 GCMG GCM GROSVENOR INC Financial Services 10,451.0 $129K 0.00% NEW $12.30 +11.0%
1199 MOMO HELLO GROUP INC Communication Services 18,874.0 $109K 0.00% -718.0 -3.7% $5.80 -1.9%
1200 QS QUANTUMSCAPE CORP Consumer Cyclical 14,316.0 $108K 0.00% NEW $7.56 -24.3%
Page 60 of 61  ·  1,213 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%