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Portfolio (Quarterly) Guide ↗

Odyssean, LLC

· CIK 0002092853
13F Portfolio $615M AUM 485 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 485 New
Page 2 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EEFT EURONET WORLDWIDE INC Technology 44,597.0 $3.3M 0.53% NEW $73.19 -4.3%
22 NU NU HLDGS LTD Financial Services 243,873.0 $3.3M 0.53% NEW $13.36 +9.1%
23 BLOCK INC 42,762.0 $3.2M 0.53% NEW $76.00
24 HCI HCI GROUP INC Financial Services 18,528.0 $3.2M 0.53% NEW $175.25 +4.1%
25 DELL DELL TECHNOLOGIES INC Technology 7,515.0 $3.2M 0.53% NEW $431.46 +2.4%
26 KGS KODIAK GAS SVCS INC Energy 43,034.0 $3.2M 0.53% NEW $75.13 -18.2%
27 RDNT RADNET INC Healthcare 52,421.0 $3.2M 0.53% NEW $61.67 +24.6%
28 IAC PEOPLE INC Technology 69,719.0 $3.2M 0.52% NEW $46.16 -0.0%
29 DNLI DENALI THERAPEUTICS INC Healthcare 125,062.0 $3.2M 0.52% NEW $25.72 -3.1%
30 ABNB AIRBNB INC Consumer Cyclical 22,474.0 $3.2M 0.52% NEW $143.10 +30.9%
31 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 183,507.0 $3.2M 0.52% NEW $17.31 +3.5%
32 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 84,456.0 $3.2M 0.51% NEW $37.42 +126.3%
33 YELP YELP INC Communication Services 128,693.0 $3.2M 0.51% NEW $24.52 -4.3%
34 KNSL KINSALE CAP GROUP INC Financial Services 9,547.0 $3.1M 0.51% NEW $329.81 +16.3%
35 CHEF CHEFS WHSE INC Consumer Defensive 32,758.0 $3.1M 0.51% NEW $96.10 +15.1%
36 AEP AMERICAN ELEC PWR CO INC Utilities 23,004.0 $3.1M 0.51% NEW $136.81 -11.6%
37 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 39,490.0 $3.1M 0.51% NEW $79.54 +42.5%
38 SFBS SERVISFIRST BANCSHARES INC Financial Services 36,082.0 $3.1M 0.51% NEW $86.75 -50.0%
39 NTCT NETSCOUT SYS INC Technology 71,772.0 $3.1M 0.51% NEW $43.55 -11.6%
40 BOX BOX INC Technology 117,086.0 $3.1M 0.51% NEW $26.54 +24.0%
Page 2 of 25  ·  485 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
Technology 22.7%
Financial Services 17.8%
Healthcare 16.9%
Real Estate 7.6%
Industrials 7.0%
Consumer Cyclical 6.5%
Utilities 6.1%
Energy 4.6%
Communication Services 4.5%
Consumer Defensive 4.4%