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Portfolio (Quarterly) Guide ↗

JM2 Capital Inc.

· CIK 0002103359
13F Portfolio $146M AUM 121 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 44 Added 32 Reduced 7 Exited
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WIT WIPRO LTD Technology 12,072.0 $27K 0.02% $2.25 -19.1%
Page 7 of 7  ·  121 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 46.8%
Financial Services 15.1%
Communication Services 12.7%
Consumer Cyclical 8.3%
Healthcare 5.9%
Consumer Defensive 5.5%
Industrials 4.3%
Energy 1.4%