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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 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM PUT ISHARES TR 120,000.0 $36.1M 28.33% +92K +322.5% $300.45 -0.1%
2 QQQ PUT INVESCO QQQ TR Financial Services 16,300.0 $12.0M 9.43% NEW $736.40 -2.2%
3 EA PUT ELECTRONIC ARTS INC Communication Services 46,000.0 $9.4M 7.41% NEW $205.04 +2.3%
4 AEON AEON BIOPHARMA INC Healthcare 12,490,154.0 $9.0M 7.06% +10.0M +394.1% $0.72 -56.6%
5 FEMASYS INC 1,867,987.0 $7.8M 6.13% NEW $4.18
6 KZIA KAZIA THERAPEUTICS LTD Healthcare 354,208.0 $5.0M 3.92% +274K +343.7% $14.08 +14.1%
7 SMH PUT VANECK ETF TRUST 7,100.0 $4.7M 3.66% NEW $655.89 -12.8%
8 XBI PUT SPDR SER TR 20,000.0 $3.2M 2.49% NEW $158.25 +6.8%
9 VLO VALERO ENERGY CORP Energy 10,620.0 $2.8M 2.17% NEW $260.44 +33.4%
10 JOE ST JOE CO Real Estate 36,167.0 $2.3M 1.78% +4K +12.1% $62.63 +9.0%
11 ADAG ADAGENE INC Healthcare 537,230.0 $2.3M 1.77% +502K +1444.9% $4.20 -6.4%
12 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 25,728.0 $2.2M 1.74% +16K +172.9% $85.81 -16.6%
13 IRSA INVERSIONES Y REP S A 126,542.0 $2.0M 1.53% NEW $15.44
14 AZITRA INC 11,292,186.0 $1.9M 1.49% +11.3M +10000.0% $0.17
15 LINC LINCOLN EDL SVCS CORP Consumer Defensive 31,046.0 $1.5M 1.22% -28K -47.8% $49.90 -48.1%
16 TIZIANA LIFE SCIENCES LTD 1,162,000.0 $1.5M 1.17% -1.0M -46.3% $1.28
17 PROF PROFOUND MED CORP Healthcare 208,369.0 $1.4M 1.09% -32K -13.4% $6.65 +5.3%
18 ARMP ARMATA PHARMACEUTICALS INC Healthcare 203,891.0 $1.3M 1.04% +113K +125.1% $6.48 -25.8%
19 LOMA LOMA NEGRA CORP Basic Materials 115,186.0 $1.3M 1.04% NEW $11.45 -15.4%
20 COUR COURSERA INC Consumer Defensive 224,171.0 $1.3M 0.99% +136K +154.2% $5.64 +9.0%
Page 1 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%