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Portfolio (Quarterly) Guide ↗

CAPITOLIS LIQUID GLOBAL MARKETS LLC

· CIK 0002094379
13F Portfolio $15.7B AUM 329 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 94 Added 101 Reduced 85 Exited
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EW EDWARDS LIFESCIENCES CORP Healthcare 99,528.0 $8.0M 0.05% +78K +368.0% $80.08 +3.9%
82 PANW PALO ALTO NETWORKS INC Technology 48,908.0 $7.8M 0.05% +20K +70.9% $160.32 +57.8%
83 CDNS CADENCE DESIGN SYSTEM INC Technology 28,030.0 $7.8M 0.05% +10K +59.7% $277.87 +29.0%
84 ADSK AUTODESK INC Technology 31,980.0 $7.7M 0.05% +13K +71.2% $239.40 +0.3%
85 VRTX VERTEX PHARMACEUTICALS INC Healthcare 16,806.0 $7.5M 0.05% +4K +31.1% $446.54 -3.6%
86 IDXX IDEXX LABS INC Healthcare 13,147.0 $7.4M 0.05% +11K +399.7% $561.89 -1.6%
87 ZTS ZOETIS INC Healthcare 62,000.0 $7.3M 0.05% +46K +294.4% $118.21 -32.6%
88 BKR BAKER HUGHES COMPANY Energy 117,083.0 $7.1M 0.04% +79K +210.9% $61.05 +7.8%
89 PYPL PAYPAL HLDGS INC Financial Services 156,943.0 $7.1M 0.04% +105K +201.2% $45.23 -1.9%
90 MMM 3M CO Industrials 40,596.0 $5.9M 0.04% +30K +272.3% $145.23 +4.4%
91 DASH DOORDASH INC Communication Services 38,722.0 $5.8M 0.04% +11K +40.5% $150.15 +6.1%
92 PH PARKER-HANNIFIN CORP Industrials 5,491.0 $4.9M 0.03% +3K +147.9% $895.24 -4.0%
93 AMGN AMGEN INC Healthcare 13,775.0 $4.8M 0.03% +6K +89.3% $351.85 -4.1%
94 EXPE EXPEDIA GROUP INC Consumer Cyclical 14,914.0 $3.4M 0.02% +9K +148.6% $230.89 -5.5%
Page 5 of 5  ·  94 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 34.3%
Financial Services 17.9%
Communication Services 11.4%
Healthcare 10.8%
Consumer Defensive 8.1%
Consumer Cyclical 6.7%
Industrials 5.1%
Real Estate 1.8%
Basic Materials 1.6%
Energy 1.3%