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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 15 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENS ENERSYS Industrials 22,000.0 $3.8M 0.02% NEW $173.72 +37.5%
282 AVB AVALONBAY CMNTYS INC Real Estate 23,000.0 $3.8M 0.02% NEW $163.35 +12.7%
283 CXM SPRINKLR INC Technology 624,800.0 $3.7M 0.02% -506K -44.7% $6.00 -12.0%
284 CNO CNO FINL GROUP INC Financial Services 90,500.0 $3.7M 0.02% -193K -68.1% $41.06 +15.4%
285 NDAQ NASDAQ INC Financial Services 43,337.0 $3.7M 0.02% NEW $84.89 +6.5%
286 ACN ACCENTURE PLC IRELAND Technology 17,579.0 $3.5M 0.02% $198.29 -10.3%
287 RERE ATRENEW INC Consumer Cyclical 736,400.0 $3.5M 0.02% $4.69 +10.4%
288 EXPE EXPEDIA GROUP INC Consumer Cyclical 14,914.0 $3.4M 0.02% +9K +148.6% $230.89 -5.5%
289 EXPAND ENERGY CORPORATION 30,902.0 $3.4M 0.02% NEW $109.78
290 RLX RLX TECHNOLOGY INC Consumer Defensive 1,510,200.0 $3.3M 0.02% $2.20 -4.5%
291 VRSN VERISIGN INC Technology 12,848.0 $3.2M 0.02% -5K -28.6% $248.36 +22.0%
292 SANDISK CORP 4,900.0 $3.1M 0.02% -98K -95.2% $635.34
293 A AGILENT TECHNOLOGIES INC Healthcare 27,303.0 $3.1M 0.02% NEW $113.98 +0.7%
294 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 93,771.0 $3.0M 0.02% NEW $32.01 +2.5%
295 AVPT AVEPOINT INC Technology 314,100.0 $3.0M 0.02% $9.51 +7.7%
296 ABCB AMERIS BANCORP Financial Services 36,000.0 $2.8M 0.02% $77.99 +8.7%
297 ORA ORMAT TECHNOLOGIES INC Utilities 24,000.0 $2.7M 0.02% NEW $111.92 +19.6%
298 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 46,000.0 $2.7M 0.02% NEW $58.24 -1.3%
299 STE STERIS PLC Healthcare 11,000.0 $2.4M 0.01% $221.13 -2.3%
300 LSTR LANDSTAR SYS INC Industrials 14,989.0 $2.4M 0.01% -32K -68.1% $160.31 +19.2%
Page 15 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%