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Portfolio (Quarterly) Guide ↗

CAPITOLIS LIQUID GLOBAL MARKETS LLC

· CIK 0002094379
13F Portfolio $23.0B AUM 320 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 94 Added 97 Reduced 87 Exited
Page 9 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MOOG INC 41,800.0 $17.7M 0.08% -33K -43.8% $423.84
162 CDNS CADENCE DESIGN SYSTEM INC Technology 47,166.0 $17.7M 0.08% +19K +68.3% $375.32 -15.8%
163 MSGE SPHERE ENTERTAINMENT CO Communication Services 99,300.0 $17.2M 0.07% -47K -32.3% $173.03 -54.0%
164 SNPS SYNOPSYS INC Technology 38,320.0 $17.1M 0.07% +3K +7.6% $446.07 -11.6%
165 AFL AFLAC INC Financial Services 145,000.0 $17.0M 0.07% NEW $117.25 +0.8%
166 HST HOST HOTELS & RESORTS INC Real Estate 703,265.0 $16.7M 0.07% +183K +35.3% $23.71 -2.2%
167 AGG ISHARES TR 166,500.0 $16.5M 0.07% -11K -6.1% $98.98 -1.4%
168 CUBE CUBESMART Real Estate 405,354.0 $16.1M 0.07% $39.77 +2.9%
169 ABNB AIRBNB INC Consumer Cyclical 107,451.0 $15.4M 0.07% +28K +36.0% $143.10 +32.9%
170 KEYS KEYSIGHT TECHNOLOGIES INC Technology 43,160.0 $15.1M 0.07% -50K -53.7% $350.07 -11.3%
171 AWK AMERICAN WTR WKS CO INC NEW Utilities 112,583.0 $14.8M 0.06% NEW $131.58 +6.3%
172 SHW SHERWIN WILLIAMS CO Basic Materials 41,081.0 $14.1M 0.06% +11K +38.7% $344.32 +0.7%
173 YMM FULL TRUCK ALLIANCE CO LTD Technology 1,716,200.0 $13.9M 0.06% $8.12 +3.8%
174 DUK DUKE ENERGY CORP NEW Utilities 110,000.0 $13.9M 0.06% NEW $126.58 -3.6%
175 ROK ROCKWELL AUTOMATION INC Industrials 27,981.0 $13.9M 0.06% $495.08 -13.2%
176 BMY BRISTOL-MYERS SQUIBB CO Healthcare 240,100.0 $13.8M 0.06% +140K +140.1% $57.62 +16.8%
177 EIX EDISON INTL Utilities 185,433.0 $13.8M 0.06% +108K +139.4% $74.45 -0.6%
178 DTE DTE ENERGY CO Utilities 90,300.0 $13.8M 0.06% NEW $152.37 -11.0%
179 SYF SYNCHRONY FINANCIAL Financial Services 177,000.0 $13.5M 0.06% NEW $76.05 +5.2%
180 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 500,000.0 $13.1M 0.06% $26.22 -5.5%
Page 9 of 16  ·  320 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 41.2%
Financial Services 16.6%
Communication Services 9.3%
Healthcare 8.7%
Consumer Cyclical 7.7%
Consumer Defensive 7.3%
Industrials 4.0%
Energy 2.3%
Utilities 1.2%
Real Estate 1.0%