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Latest Coastal Bridge Advisors, LLC Stock Portfolio

Coastal Bridge Advisors, LLC Performance:
2025 Q4: 4.45%YTD: 17.07%2024: 5.73%
Performance for 2025 Q4 is 4.45%, and YTD is 17.07%, and 2024 is 5.73%.

About Coastal Bridge Advisors, LLC and 13F Hedge Fund Stock Holdings

Coastal Bridge Advisors, LLC is a hedge fund based in Westport, CT. On 2026-02-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coastal Bridge Advisors, LLC reported an equity portfolio of $1.3 Billions as of 31 Dec, 2025.

The top stock holdings of Coastal Bridge Advisors, LLC are AAPL, GOOG, MSFT. The fund has invested 4.5% of it's portfolio in APPLE INC and 3.2% of portfolio in ALPHABET INC.

The fund managers got completely rid off APPLOVIN CORP (APP), FISERV INC and INNODATA INC (INOD) stocks. They significantly reduced their stock positions in LIONSGATE STUDIOS CORP, EXXON MOBIL CORP (XOM) and ORACLE CORP (ORCL). Coastal Bridge Advisors, LLC opened new stock positions in GOLUB CAP BDC INC (GBDC), SOLSTICE ADVANCED MATLS INC and HALOZYME THERAPEUTICS INC (HALO). The fund showed a lot of confidence in some stocks as they added substantially to BRISTOL-MYERS SQUIBB CO (BMY), ISHARES TR (IJR) and FRANKLIN TEMPLETON ETF TR (BUYZ).

Coastal Bridge Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Coastal Bridge Advisors, LLC made a return of 4.45% in the last quarter. In trailing 12 months, it's portfolio return was 17.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
golub cap bdc inc6,760,330
solstice advanced matls inc1,718,960
etoro group ltd1,267,350
halozyme therapeutics inc986,349
grayscale bitcoin mini tr et836,800
harbor etf trust647,579
verisk analytics inc616,298
ciena corp575,788
New stocks bought by Coastal Bridge Advisors, LLC

Additions

Ticker% Inc.
bristol-myers squibb co559
ishares tr345
franklin templeton etf tr299
cme group inc278
intuit269
ishares tr104
ishares tr90.1
ishares tr72.86
Additions to existing portfolio by Coastal Bridge Advisors, LLC

Reductions

Ticker% Reduced
lionsgate studios corp-86.6
starz entertainment corp.-59.97
exxon mobil corp-58.52
oracle corp-56.04
select sector spdr tr-52.91
ishares tr-50.83
select sector spdr tr-49.73
select sector spdr tr-49.35
Coastal Bridge Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
cohen & steers infrastructur-2,150
lumen technologies inc-98,036
applovin corp-9,513,470
listed fds tr-414,322
grayscale ethereum trust etf-427,552
fiserv inc-1,436,920
capricor therapeutics inc-78,546
innodata inc-816,942
Coastal Bridge Advisors, LLC got rid off the above stocks

Sector Distribution

Coastal Bridge Advisors, LLC has about 45.8% of it's holdings in Others sector.

Sector%
Others45.8
Technology15.5
Financial Services7.7
Communication Services7.5
Industrials6.4
Healthcare5.8
Consumer Cyclical5.7
Consumer Defensive2.2
Utilities1.5
Energy1.3

Market Cap. Distribution

Coastal Bridge Advisors, LLC has about 51.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED45.8
MEGA-CAP32.1
LARGE-CAP19.3
MID-CAP1.6
SMALL-CAP1.1

Stocks belong to which Index?

About 49.8% of the stocks held by Coastal Bridge Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others50.2
S&P 50048.2
RUSSELL 20001.6
Top 5 Winners (%)%
PRAX
praxis precision medicines i
375.7 %
XLB
select sector spdr tr
90.1 %
XLB
select sector spdr tr
86.0 %
XLB
select sector spdr tr
76.2 %
XLB
select sector spdr tr
75.4 %
Top 5 Winners ($)$
GOOG
alphabet inc
9.6 M
lionsgate studios corp
6.8 M
XLB
select sector spdr tr
6.7 M
XLB
select sector spdr tr
6.0 M
XLB
select sector spdr tr
5.7 M
Top 5 Losers (%)%
AUID
authid inc
-69.9 %
SKLZ
skillz inc
-46.1 %
DNA
ginkgo bioworks holdings inc
-43.0 %
RBLX
roblox corp
-40.4 %
ALCC
oklo inc
-34.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.6 M
DNA
ginkgo bioworks holdings inc
-1.7 M
META
meta platforms inc
-1.4 M
ORCL
oracle corp
-1.2 M
PANW
palo alto networks inc
-1.1 M

Coastal Bridge Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Coastal Bridge Advisors, LLC

Coastal Bridge Advisors, LLC has 456 stocks in it's portfolio. About 25.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Coastal Bridge Advisors, LLC last quarter.

Last Reported on: 18 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions