Titelia

Holdings of Longboard Fund

NORTHERN LIGHTS FUND TRUST II · Original filing · Compare with another fund · Report an error

Net assets
107M $ including 96.1M $ in equities, 89.8 %
Positions
960 in 15 countries
Top ten
2.4 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
901Intel Corp 87640K $0.04 %
902SkyWater Technology Inc 1,34839.7K $0.04 %
903Arteris Inc 2,31739.4K $0.04 %
904Adaptive Biotechnologies Corp 2,45239.3K $0.04 %
905Hallador Energy Co 2,14939.1K $0.04 %
906Resolute Holdings Management Inc 23138.9K $0.04 %
907Kymera Therapeutics Inc 42638.9K $0.04 %
908Enliven Therapeutics Inc 1,30538.7K $0.04 %
909Fabrinet 7138.7K $0.04 %
910Vicor Corp 19238.7K $0.04 %
911Nextpower Inc 36738.6K $0.04 %
912UroGen Pharma Ltd 1,76938.4K $0.04 %
913Pulse Biosciences Inc 2,03338.1K $0.04 %
914Capricor Therapeutics Inc 1,35938K $0.04 %
915WaVe Life Sciences Ltd 2,72337.9K $0.04 %
916Hut 8 Corp 71037.8K $0.04 %
917Xometry Inc 91937.7K $0.04 %
918Coeur Mining Inc 1,37737.4K $0.03 %
919Upwork Inc 2,76637.1K $0.03 %
920Karman Holdings Inc 41436.5K $0.03 %
921Kodiak Sciences Inc 1,35336.3K $0.03 %
922Core Molding Technologies Inc 1,91334.9K $0.03 %
923Energy Fuels Inc/Canada 1,63134.8K $0.03 %
924Mirion Technologies Inc 1,60334.6K $0.03 %
925Ivanhoe Electric Inc / US 2,01034.6K $0.03 %
926Lemonade Inc 65633.9K $0.03 %
927Mineralys Therapeutics Inc 1,14933.6K $0.03 %
928RealReal Inc/The 2,68332.9K $0.03 %
929Tango Therapeutics Inc 2,91532.5K $0.03 %
930Solaris Energy Infrastructure Inc 65432.5K $0.03 %
931Applied Digital Corp 1,18332.3K $0.03 %
932Inhibrx Biosciences Inc 43532.2K $0.03 %
933TG Therapeutics Inc 1,02830.9K $0.03 %
934Design Therapeutics Inc 2,93130.6K $0.03 %
935ImmunityBio Inc 3,11230.4K $0.03 %
936Riot Platforms Inc 1,81629.6K $0.03 %
937MP Materials Corp 50029.4K $0.03 %
938Lumen Technologies Inc 4,07429K $0.03 %
939ADMA Biologics Inc 1,82028.3K $0.03 %
940Omeros Corp 2,07425K $0.02 %
941GeneDx Holdings Corp 29823.8K $0.02 %
942Monte Rosa Therapeutics Inc 1,30223.1K $0.02 %
943SoFi Technologies Inc 1,29823.1K $0.02 %
944Joby Aviation Inc 2,26422.8K $0.02 %
945Tempus AI Inc 42122.4K $0.02 %
946Fulcrum Therapeutics Inc 2,65322.2K $0.02 %
947Credo Technology Group Holding Ltd 19722.1K $0.02 %
948Centrus Energy Corp 10020.3K $0.02 %
949Cipher Digital Inc 1,28520K $0.02 %
950AST SpaceMobile Inc 24819.6K $0.02 %
951Summit Therapeutics Inc 1,17019.4K $0.02 %
952Ouster Inc 96118.2K $0.02 %
953Cleanspark Inc 1,82718.2K $0.02 %
954Aurora Innovation Inc 3,44816.1K $0.02 %
955Fluence Energy Inc 1,02115.9K $0.01 %
956GRAIL Inc 27514.6K $0.01 %
957SoundHound AI Inc 1,52213.1K $0.01 %
958QuantumScape Corp 1,82012.6K $0.01 %
959Corcept Therapeutics Inc 32411.6K $0.01 %
960Eos Energy Enterprises Inc 1,80610.3K $0.01 %

Download this table: CSV, JSON

Sector breakdown

  • Industrials 6.5 %
  • Utilities 5.1 %
  • Financials 4.7 %
  • Consumer discretionary 2.7 %
  • Health care 2.5 %
  • Technology 2.2 %
  • Materials 1.6 %
  • Consumer staples 1.3 %
  • Energy 1.1 %
  • Real estate 1.1 %
  • Communication 0.3 %
  • Unattributed 70.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 95.5 %
  • Bermuda 1.2 %
  • Canada 0.7 %
  • Cayman Islands 0.5 %
  • United Kingdom 0.5 %
  • Marshall Islands 0.4 %
  • Ireland 0.4 %
  • Puerto Rico 0.2 %
  • Luxembourg 0.1 %
  • Panama 0.1 %
  • France 0.1 %
  • Singapore 0.1 %
  • Other countries 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States91391.7M $95.48 %
2Bermuda91.1M $1.16 %
3Canada8652.2K $0.68 %
4Cayman Islands8513.2K $0.53 %
5United Kingdom4459.6K $0.48 %
6Marshall Islands4413.6K $0.43 %
7Ireland4379.6K $0.40 %
8Puerto Rico2170.2K $0.18 %
9Luxembourg1136.7K $0.14 %
10Panama1136.1K $0.14 %
11France192.5K $0.10 %
12Singapore284.6K $0.09 %
Cite this page

Titelia. "Holdings of Longboard Fund". https://titelia.com/en/funds/S000047502