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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 61 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 TME TENCENT MUSIC ENTMT GROUP Communication Services 12,809.0 $107K 0.00% +940.0 +7.9% $8.35 +3.7%
1202 AUR AURORA INNOVATION INC Technology 15,528.0 $106K 0.00% NEW $6.82 -16.6%
1203 FINV FINVOLUTION GROUP Financial Services 17,047.0 $82K 0.00% -36K -68.0% $4.79 -9.4%
1204 MTLS MATERIALISE NV Technology 10,875.0 $81K 0.00% NEW $7.43 -10.0%
1205 RERE ATRENEW INC Consumer Cyclical 19,816.0 $77K 0.00% -7K -25.9% $3.87 +5.7%
1206 YALA YALLA GROUP LTD Technology 13,223.0 $73K 0.00% -7K -33.7% $5.49 +0.9%
1207 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 13,457.0 $68K 0.00% NEW $5.03 +9.9%
1208 BBDO BANCO BRADESCO S A Financial Services 21,423.0 $64K 0.00% +10K +82.6% $3.00 +6.7%
1209 BSBR BANCO SANTANDER BRASIL S A Financial Services 10,938.0 $57K NEW $5.25 +10.1%
1210 NNDM NANO DIMENSION LTD Technology 34,217.0 $50K +3K +10.2% $1.45 +6.2%
1211 CIA ENERGETICA DE MINAS GERA 15,329.0 $47K -15K -50.0% $3.05
1212 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 18,325.0 $29K NEW $1.60 +46.2%
1213 HKD AMTD DIGITAL INC Technology 12,398.0 $20K NEW $1.59 +5.0%
Page 61 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%