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Portfolio (Quarterly) Guide ↗

Ariadne Wealth Management, LP

· CIK 0002034793
13F Portfolio $226M AUM 254 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 48 Added 97 Reduced 38 Exited
Page 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LYFT LYFT INC Technology 10,652.0 $156K 0.07% NEW $14.61 +14.4%
242 LYG LLOYDS BANKING GROUP PLC Financial Services 26,381.0 $154K 0.07% $5.83 +4.3%
243 PAGS PAGSEGURO DIGITAL LTD Technology 15,780.0 $143K 0.06% NEW $9.05 +7.5%
244 IHS IHS HOLDING LIMITED Communication Services 13,283.0 $109K 0.05% NEW $8.24 +2.8%
245 LPL LG DISPLAY CO LTD Technology 22,882.0 $89K 0.04% NEW $3.89 -15.2%
246 ADT ADT INC DEL Industrials 11,651.0 $76K 0.03% +209.0 +1.8% $6.50 +14.8%
247 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 14,127.0 $67K 0.03% NEW $4.74 +5.7%
248 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 20,478.0 $56K 0.03% -538.0 -2.6% $2.72 -0.7%
249 JFIN JIAYIN GROUP INC Communication Services 18,679.0 $53K 0.02% NEW $2.86 -40.6%
250 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 11,957.0 $50K 0.02% -607.0 -4.8% $4.21 +1.2%
251 CIG CIA ENERGETICA DE MINAS GERA Utilities 13,650.0 $29K 0.01% $2.10 +1.9%
252 LX LEXINFINTECH HLDGS LTD Financial Services 13,199.0 $26K 0.01% -11K -45.2% $1.97 -55.2%
253 DH DEFINITIVE HEALTHCARE CORP Healthcare 12,590.0 $10K 0.01% NEW $0.83 +26.4%
254 ALIT ALIGHT INC Technology 13,402.0 $8K 0.00% NEW $11.20 +33.2%
Page 13 of 13  ·  254 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 40.8%
Financial Services 18.2%
Healthcare 9.7%
Industrials 8.5%
Consumer Cyclical 8.0%
Communication Services 7.8%
Consumer Defensive 2.3%
Utilities 2.0%
Energy 1.4%
Basic Materials 1.1%