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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 11 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MOH MOLINA HEALTHCARE INC Healthcare 61,000.0 $8.1M 0.05% NEW $133.30 +36.0%
202 AMP AMERIPRISE FINL INC Financial Services 17,961.0 $8.0M 0.05% NEW $444.40 +1.4%
203 EW EDWARDS LIFESCIENCES CORP Healthcare 99,528.0 $8.0M 0.05% +78K +368.0% $80.08 +3.9%
204 CRH PLC 75,773.0 $8.0M 0.05% NEW $105.12
205 DIS DISNEY WALT CO Communication Services 81,816.0 $7.9M 0.05% -12K -12.5% $96.38 +7.5%
206 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 85,800.0 $7.9M 0.05% NEW $91.64 +4.8%
207 PANW PALO ALTO NETWORKS INC Technology 48,908.0 $7.8M 0.05% +20K +70.9% $160.32 +57.8%
208 CDNS CADENCE DESIGN SYSTEM INC Technology 28,030.0 $7.8M 0.05% +10K +59.7% $277.87 +29.0%
209 ADSK AUTODESK INC Technology 31,980.0 $7.7M 0.05% +13K +71.2% $239.40 +0.3%
210 BOH BANK HAWAII CORP Financial Services 101,600.0 $7.5M 0.05% $74.25 +5.2%
211 FCX FREEPORT MCMORAN INC Basic Materials 128,199.0 $7.5M 0.05% -412K -76.3% $58.78 +6.0%
212 ESNT ESSENT GROUP LTD Financial Services 128,800.0 $7.5M 0.05% -135K -51.1% $58.44 +5.9%
213 VRTX VERTEX PHARMACEUTICALS INC Healthcare 16,806.0 $7.5M 0.05% +4K +31.1% $446.54 -3.6%
214 BGC BGC GROUP INC Financial Services 762,200.0 $7.5M 0.05% -340K -30.8% $9.78 +13.8%
215 IDXX IDEXX LABS INC Healthcare 13,147.0 $7.4M 0.05% +11K +399.7% $561.89 -1.6%
216 ZTS ZOETIS INC Healthcare 62,000.0 $7.3M 0.05% +46K +294.4% $118.21 -32.6%
217 ADBE ADOBE INC Technology 29,839.0 $7.3M 0.05% -113K -79.2% $243.08 +0.4%
218 CRWD CROWDSTRIKE HLDGS INC Technology 18,560.0 $7.2M 0.05% -6K -24.9% $390.41 +66.0%
219 MCD MCDONALDS CORP Consumer Cyclical 23,133.0 $7.2M 0.05% -209K -90.0% $310.79 -8.6%
220 ETN EATON CORP PLC Industrials 20,000.0 $7.2M 0.04% NEW $357.67 +6.7%
Page 11 of 17  ·  329 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%