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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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG CALL ALPHABET INC 3,500.0 $1.2M 0.97% NEW $353.33
22 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 27,990.0 $1.2M 0.94% +13K +92.0% $42.77 -49.5%
23 AMZN CALL AMAZON COM INC Consumer Cyclical 4,400.0 $1.0M 0.82% NEW $238.34 +7.5%
24 MSFT CALL MICROSOFT CORP Technology 2,800.0 $1.0M 0.82% NEW $373.02 +35.4%
25 QNRX QUOIN PHARMACEUTICALS LTD Healthcare 214,987.0 $1.0M 0.82% +18K +9.4% $4.84 -0.6%
26 NOW SERVICENOW INC Technology 10,200.0 $1.0M 0.80% NEW $99.28 +39.4%
27 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 214,000.0 $1.0M 0.79% +67K +45.5% $4.69 +17.3%
28 META CALL MESA PLATFORMS INC Communication Services 1,700.0 $958K 0.75% NEW $563.29 +1.4%
29 CRESUD S A C I F Y A 80,186.0 $899K 0.71% NEW $11.21
30 TOI THE ONCOLOGY INSTITUTE INC Healthcare 163,570.0 $888K 0.70% -298K -64.6% $5.43 -5.5%
31 PTCT PTC THERAPEUTICS INC Healthcare 10,193.0 $831K 0.65% +2K +21.9% $81.57 -12.0%
32 DRTS ALPHA TAU MEDICAL LTD Healthcare 61,200.0 $770K 0.60% NEW $12.58 +17.7%
33 TALPHERA INC 746,051.0 $768K 0.60% +311K +71.4% $1.03
34 CHURCHILL CAP CORP XI 38,587.0 $673K 0.53% NEW $17.45
35 MAREX GROUP PLC 10,324.0 $629K 0.49% -10K -49.2% $60.95
36 MPC MARATHON PETE CORP Energy 2,264.0 $579K 0.46% -2K -45.5% $255.67 +42.2%
37 UPWK UPWORK INC Industrials 67,680.0 $566K 0.45% NEW $8.36 +6.7%
38 STIM NEURONETICS INC Healthcare 369,187.0 $480K 0.38% +100K +37.1% $1.30 +127.7%
39 CGTX COGNITION THERAPEUTICS INC Healthcare 371,701.0 $427K 0.34% -59K -13.8% $1.15 -7.8%
40 PPC PILGRIMS PRIDE CORP Consumer Defensive 13,721.0 $386K 0.30% -18K -56.3% $28.11 +10.7%
Page 2 of 4  ·  73 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%