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Portfolio (Quarterly) Guide ↗

Dauntless Investment Group, LLC

· CIK 0002044285
13F Portfolio $127M AUM 73 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 18 Added 18 Reduced 28 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ PUT INVESCO QQQ TR Financial Services 16,300.0 $12.0M 9.43% NEW $736.40 -2.5%
2 EA PUT ELECTRONIC ARTS INC Communication Services 46,000.0 $9.4M 7.41% NEW $205.04 +2.3%
3 FEMASYS INC 1,867,987.0 $7.8M 6.13% NEW $4.18
4 SMH PUT VANECK ETF TRUST 7,100.0 $4.7M 3.66% NEW $655.89 -13.2%
5 XBI PUT SPDR SER TR 20,000.0 $3.2M 2.49% NEW $158.25 +6.5%
6 VLO VALERO ENERGY CORP Energy 10,620.0 $2.8M 2.17% NEW $260.44 +34.3%
7 IRSA INVERSIONES Y REP S A 126,542.0 $2.0M 1.53% NEW $15.44
8 LOMA LOMA NEGRA CORP Basic Materials 115,186.0 $1.3M 1.04% NEW $11.45 -15.2%
9 GOOG CALL ALPHABET INC 3,500.0 $1.2M 0.97% NEW $353.33
10 AMZN CALL AMAZON COM INC Consumer Cyclical 4,400.0 $1.0M 0.82% NEW $238.34 +7.1%
11 MSFT CALL MICROSOFT CORP Technology 2,800.0 $1.0M 0.82% NEW $373.02 +34.5%
12 NOW SERVICENOW INC Technology 10,200.0 $1.0M 0.80% NEW $99.28 +37.8%
13 META CALL MESA PLATFORMS INC Communication Services 1,700.0 $958K 0.75% NEW $563.29 +1.0%
14 CRESUD S A C I F Y A 80,186.0 $899K 0.71% NEW $11.21
15 DRTS ALPHA TAU MEDICAL LTD Healthcare 61,200.0 $770K 0.60% NEW $12.58 +19.2%
16 CHURCHILL CAP CORP XI 38,587.0 $673K 0.53% NEW $17.45
17 UPWK UPWORK INC Industrials 67,680.0 $566K 0.45% NEW $8.36 +6.3%
18 GGAL GRUPO FINANCIERO GALICIA S A Financial Services 4,220.0 $211K 0.17% NEW $50.03 -13.8%
19 MOBILICOM LTD 28,245.0 $145K 0.11% NEW $5.13
20 SNDA SONIDA SENIOR LIVING INC Healthcare 3,521.0 $144K 0.11% NEW $40.80 -5.4%
Page 1 of 2  ·  32 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
Healthcare 66.4%
Consumer Defensive 11.2%
Energy 8.1%
Real Estate 6.7%
Basic Materials 3.3%
Technology 2.5%
Industrials 1.4%
Financial Services 0.6%
Consumer Cyclical 0.0%