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Portfolio (Quarterly) Guide ↗

ABC ARBITRAGE SA

· CIK 0002049221
13F Portfolio $926M AUM 381 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 39 Added 50 Reduced 179 Exited
Page 13 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES Corp Industrials 1,084.0 $292K 0.03% NEW $269.60 +9.8%
242 GILD GILEAD SCIENCES Inc Healthcare 2,275.0 $287K 0.03% $126.34 +13.5%
243 PEP PEPSICO INC Consumer Defensive 1,992.0 $270K 0.03% NEW $135.40 +3.5%
244 K&F GROWTH ACQUISITION CORP II 25,000.0 $264K 0.03% $10.55
245 AFL AFLAC INC Financial Services 2,249.0 $264K 0.03% NEW $117.25 +4.1%
246 SIDDHI ACQUISITION CORP 25,000.0 $260K 0.03% $10.42
247 CHAMPIONSGATE ACQUISITION Corp 25,000.0 $259K 0.03% $10.37
248 KCHV KOCHAV DEFENSE ACQUISITION CORP Financial Services 25,000.0 $259K 0.03% $10.37 +0.6%
249 OYSTER ENTERPRISES II ACQUISITION CORP 25,000.0 $257K 0.03% $10.29
250 NMP NMP ACQUISITION CORP Financial Services 25,000.0 $256K 0.03% $10.26 +0.6%
251 SOLARIUS CAPITAL ACQUISITION CORP 25,000.0 $256K 0.03% $10.26
252 PIONEER ACQUISITION I CORP 25,000.0 $256K 0.03% $10.23
253 PYROPHYTE ACQUISITION CORP II 25,000.0 $255K 0.03% $10.20
254 M3-BRIGADE ACQUISITION VI CORP 25,000.0 $253K 0.03% $10.13
255 NMR NOMURA HOLDINGS Inc Financial Services 28,747.0 $252K 0.03% NEW $8.78 +9.9%
256 THAYER VENTURES ACQUISITION CORP II 23,300.0 $240K 0.03% $10.32
257 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,164.0 $240K 0.03% NEW $57.62 +15.1%
258 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,223.0 $236K 0.03% -19K -89.7% $106.25 +2.8%
259 ROL ROLLINS INC Consumer Cyclical 5,645.0 $236K 0.03% NEW $41.74 -13.0%
260 BLOCK INC 3,079.0 $234K 0.03% NEW $76.00
Page 13 of 20  ·  381 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
Financial Services 20.6%
Healthcare 14.7%
Consumer Defensive 12.7%
Energy 11.8%
Basic Materials 8.9%
Consumer Cyclical 7.8%
Communication Services 6.7%
Technology 5.8%
Utilities 5.5%
Real Estate 3.0%