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Portfolio (Quarterly) Guide ↗

Groupe la Francaise

· CIK 0002056088
13F Portfolio $7.1B AUM 536 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 141 Added 176 Reduced 363 Exited
Page 14 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 APPN APPIAN CORP Technology 150 $4K SOLD
262 ALT ALTIMMUNE INC Healthcare 1,200 $4K SOLD
263 LUNR INTUITIVE MACHINES INC Industrials 430 $4K SOLD
264 NVAX NOVAVAX INC Healthcare 500 $4K SOLD
265 LUNG PULMONX CORP Healthcare 2,500 $4K SOLD
266 AGRO ADECOAGRO S A Consumer Defensive 521 $3K SOLD
267 ASAN ASANA INC Technology 300 $3K SOLD
268 LIT GLOBAL X FDS 72 $3K SOLD
269 INGN INOGEN INC Healthcare 500 $3K SOLD
270 TER TERADYNE INC Technology 30 $3K SOLD
271 SWKS SKYWORKS SOLUTIONS INC Technology 52 $3K SOLD
272 SCCO SOUTHERN COPPER CORP Basic Materials 32 $3K SOLD
273 ABSI ABSCI CORPORATION Healthcare 1,300 $3K SOLD
274 PLAY DAVE & BUSTERS ENTMT INC Communication Services 200 $3K SOLD
275 INCY INCYTE CORP Healthcare 45 $3K SOLD
276 MTCH MATCH GROUP INC NEW Communication Services 103 $3K SOLD
277 PROK PROKIDNEY CORP Healthcare 1,500 $3K SOLD
278 CERT CERTARA INC Healthcare 300 $3K SOLD
279 PRCT PROCEPT BIOROBOTICS CORP Healthcare 100 $3K SOLD
280 BAX BAXTER INTL INC Healthcare 160 $3K SOLD
Page 14 of 19  ·  363 positions
Sector Allocation
Technology 35.7%
Consumer Cyclical 13.9%
Financial Services 13.2%
Communication Services 10.5%
Healthcare 8.2%
Industrials 6.9%
Basic Materials 5.4%
Consumer Defensive 3.6%
Real Estate 1.2%
Utilities 1.1%