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Capital Research Global Investors

Q2 2023 · 13F-HR

Capital Research Global Investorsholdings as filed

Filed 2023-08-11 · accession 0000017283-23-000017

$373.18B
Reported value
414
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$25.01B6.70%73,434,222CommonSOLE
11135F101AVGOBROADCOM INC$16.66B4.46%19,205,984CommonSOLE
023135106AMZNAMAZON COM INC$12.79B3.43%98,110,530CommonSOLE
369604301GEGENERAL ELECTRIC CO$10.17B2.72%92,560,364CommonSOLE
002824100ABTABBOTT LABS$8.42B2.26%77,225,258CommonSOLE
64110L106NFLXNETFLIX INC$7.70B2.06%17,479,045CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.92B1.86%14,404,015CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$6.52B1.75%66,527,766CommonSOLE
30303M102METAMETA PLATFORMS INC$6.25B1.67%21,770,552CommonSOLE
02079K305GOOGLALPHABET INC$5.93B1.59%49,565,614CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.72B1.53%14,535,201CommonSOLE
136385101CNQCANADIAN NAT RES LTD$5.18B1.39%92,178,977CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.03B1.35%51,558,741CommonSOLE
G54950103LINLINDE PLC$4.59B1.23%12,033,505CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.46B1.20%57,899,669CommonSOLE
037833100AAPLAPPLE INC$4.43B1.19%22,818,941CommonSOLE
00287Y109ABBVABBVIE INC$4.38B1.17%32,545,522CommonSOLE
863667101SYKSTRYKER CORPORATION$4.38B1.17%14,354,003CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$4.13B1.11%83,180,216CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.08B1.09%98,244,335CommonSOLE
02079K107GOOGALPHABET INC$4.08B1.09%33,702,567CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4.03B1.08%49,569,789CommonSOLE
437076102HDHOME DEPOT INC$3.99B1.07%12,835,689CommonSOLE
26875P101EOGEOG RES INC$3.88B1.04%33,923,655CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.58B0.96%8,471,956CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.29B0.88%52,164,991CommonSOLE
532457108LLYLILLY ELI & CO$3.18B0.85%6,782,977CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.18B0.85%6,091,325CommonSOLE
882508104TXNTEXAS INSTRS INC$3.07B0.82%17,061,878CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.06B0.82%2,586,603CommonSOLE
82509L107SHOPSHOPIFY INC$3.05B0.82%47,186,306CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.93B0.79%28,266,561CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.87B0.77%90,914,421CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.77B0.74%31,493,771CommonSOLE
855244109SBUXSTARBUCKS CORP$2.71B0.73%27,368,437CommonSOLE
15135U109CVECENOVUS ENERGY INC$2.63B0.71%155,042,390CommonSOLE
713448108PEPPEPSICO INC$2.57B0.69%13,888,239CommonSOLE
458140100INTCINTEL CORP$2.50B0.67%74,806,869CommonSOLE
617446448MSMORGAN STANLEY$2.40B0.64%28,073,015CommonSOLE
79466L302CRMSALESFORCE INC$2.39B0.64%11,306,042CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.38B0.64%59,495,524CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.37B0.63%7,672,161CommonSOLE
097023105BABOEING CO$2.35B0.63%11,115,353CommonSOLE
69331C108PCGPG&E CORP$2.24B0.60%129,917,458CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.24B0.60%39,008,043CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.15B0.58%14,775,677CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.14B0.57%3,096,970CommonSOLE
81141R100SESEA LTD$2.14B0.57%36,849,092CommonSOLE
031162100AMGNAMGEN INC$2.12B0.57%9,569,791CommonSOLE
009066101ABNBAIRBNB INC$2.10B0.56%16,417,581CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.09B0.56%5,662,501CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.00B0.54%18,675,937CommonSOLE
166764100CVXCHEVRON CORP NEW$1.99B0.53%12,623,086CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.95B0.52%32,634,677CommonSOLE
81762P102NOWSERVICENOW INC$1.93B0.52%3,427,615CommonSOLE
233331107DTEDTE ENERGY CO$1.92B0.51%17,435,181CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1.89B0.51%3,859,163CommonSOLE
23331A109DHID R HORTON INC$1.82B0.49%14,930,657CommonSOLE
833445109SNOWSNOWFLAKE INC$1.80B0.48%10,239,074CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.80B0.48%8,370,315CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.78B0.48%1,988,257CommonSOLE
88160R101TSLATESLA INC$1.73B0.46%6,600,150CommonSOLE
12572Q105CMECME GROUP INC$1.70B0.46%9,174,786CommonSOLE
29414B104EPAMEPAM SYS INC$1.69B0.45%7,499,194CommonSOLE
02209S103MOALTRIA GROUP INC$1.57B0.42%34,644,725CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$1.54B0.41%19,898,620CommonSOLE
45784P101PODDINSULET CORP$1.49B0.40%5,171,340CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.46B0.39%3,177,963CommonSOLE
91912E105VALEVALE S A$1.44B0.39%107,428,697CommonSOLE
25809K105DASHDOORDASH INC$1.39B0.37%18,244,537CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.39B0.37%5,551,496CommonSOLE
37045V100GMGENERAL MTRS CO$1.39B0.37%35,945,127CommonSOLE
370334104GISGENERAL MLS INC$1.38B0.37%17,932,702CommonSOLE
653656108NICENICE LTD$1.31B0.35%6,340,989CommonSOLE
281020107EIXEDISON INTL$1.30B0.35%18,704,351CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.29B0.35%17,680,030CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.21B0.32%8,279,928CommonSOLE
252131107DXCMDEXCOM INC$1.17B0.31%9,116,546CommonSOLE
925652109VICIVICI PPTYS INC$1.17B0.31%37,079,745CommonSOLE
580135101MCDMCDONALDS CORP$1.16B0.31%3,903,334CommonSOLE
150870103CECELANESE CORP DEL$1.16B0.31%9,997,033CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.12B0.30%4,380,002CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.08B0.29%3,061,676CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1.07B0.29%20,896,163CommonSOLE
911363109URIUNITED RENTALS INC$1.03B0.28%2,309,103CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.02B0.27%2,977,292CommonSOLE
87807B107TRPTC ENERGY CORP$1.02B0.27%25,118,657CommonSOLE
235851102DHRDANAHER CORPORATION$1.01B0.27%4,197,328CommonSOLE
G6683N103NUNU HLDGS LTD$988.5M0.26%125,291,570CommonSOLE
714046109RVTYREVVITY INC$984.8M0.26%8,290,717CommonSOLE
126408103CSXCSX CORP$975.7M0.26%28,614,234CommonSOLE
55354G100MSCIMSCI INC$958.7M0.26%2,042,809CommonSOLE
70975L107PENPENUMBRA INC$894.3M0.24%2,599,385CommonSOLE
22822V101CCICROWN CASTLE INC$885.3M0.24%7,769,983CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$874.9M0.23%7,999,882CommonSOLE
29444U700EQIXEQUINIX INC$873.9M0.23%1,114,792CommonSOLE
15677J108DAYCERIDIAN HCM HLDG INC$873.6M0.23%13,045,399CommonSOLE
977852102WOLF*WOLFSPEED INC$873.3M0.23%15,708,890CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$864.9M0.23%4,825,039CommonSOLE
20825C104COPCONOCOPHILLIPS$860.5M0.23%8,304,857CommonSOLE
980745103WWDWOODWARD INC$840.7M0.23%7,070,094CommonSOLE
842587107SOSOUTHERN CO$836.7M0.22%11,910,166CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$832.9M0.22%5,984,415CommonSOLE
217204106CPRTCOPART INC$818.4M0.22%8,972,665CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$799.5M0.21%8,981,945CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$789.1M0.21%14,426,414CommonSOLE
742718109PGPROCTER AND GAMBLE CO$784.7M0.21%5,171,170CommonSOLE
94106L109WMWASTE MGMT INC DEL$779.8M0.21%4,496,635CommonSOLE
87241L109TFIITFI INTL INC$777.5M0.21%6,822,669CommonSOLE
009158106APDAIR PRODS & CHEMS INC$775.5M0.21%2,589,071CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$754.8M0.20%3,855,640CommonSOLE
012653101ALBALBEMARLE CORP$754.4M0.20%3,381,656CommonSOLE
89055F103BLDTOPBUILD CORP$738.4M0.20%2,775,908CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$734.8M0.20%8,188,381CommonSOLE
98978V103ZTSZOETIS INC$719.5M0.19%4,177,785CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$715.0M0.19%24,529,582CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$707.3M0.19%3,647,121CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$699.2M0.19%18,800,845CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$693.9M0.19%9,149,111CommonSOLE
444859102HUMHUMANA INC$674.1M0.18%1,507,622CommonSOLE
62944T105NVRNVR INC$673.6M0.18%106,069CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$652.3M0.17%10,417,763CommonSOLE
418056107HASHASBRO INC$641.5M0.17%9,903,742CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$633.5M0.17%2,882,110CommonSOLE
05534B760BCEBCE INC$631.1M0.17%13,841,312CommonSOLE
040413106ANETEURARISTA NETWORKS INC$623.7M0.17%3,848,311CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$614.3M0.16%4,449,183CommonSOLE
354613101BENFRANKLIN RESOURCES INC$603.6M0.16%22,599,210CommonSOLE
40415F101HDBHDFC BANK LTD$598.2M0.16%8,583,287CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$585.7M0.16%6,756,032CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$576.6M0.15%5,958,279CommonSOLE
172967424CCITIGROUP INC$574.3M0.15%12,473,605CommonSOLE
405024100HAEHAEMONETICS CORP MASS$569.5M0.15%6,689,539CommonSOLE
438516106HONHONEYWELL INTL INC$566.3M0.15%2,729,333CommonSOLE
231021106CMICUMMINS INC$565.8M0.15%2,307,825CommonSOLE
74340W103PLDPROLOGIS INC.$560.7M0.15%4,572,363CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$555.5M0.15%2,091,975CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$544.5M0.15%158,740,361CommonSOLE
G6095L109APTIV PLC$527.2M0.14%5,164,597CommonSOLE
G4705A100ICLRICON PLC$521.0M0.14%2,082,509CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$517.2M0.14%5,519,398CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$510.6M0.14%28,910,078CommonSOLE
571903202MARMARRIOTT INTL INC NEW$503.3M0.13%2,740,170CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$496.0M0.13%4,244,530CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$494.5M0.13%2,009,013CommonSOLE
74736K101QRVOQORVO INC$486.3M0.13%4,765,797CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$478.1M0.13%6,971,751CommonSOLE
50212V100LPLALPL FINL HLDGS INC$477.9M0.13%2,197,845CommonSOLE
N3167Y103RACEFERRARI N V$477.4M0.13%1,460,134CommonSOLE
143130102KMXCARMAX INC$474.2M0.13%5,665,047CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$459.3M0.12%5,771,332CommonSOLE
60937P106MDBMONGODB INC$453.7M0.12%1,103,953CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$447.3M0.12%2,354,761CommonSOLE
149123101CATCATERPILLAR INC$445.9M0.12%1,812,407CommonSOLE
969904101WSMWILLIAMS SONOMA INC$417.1M0.11%3,333,539CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$412.7M0.11%7,184,126CommonSOLE
H1467J104CBCHUBB LIMITED$409.9M0.11%2,128,819CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$407.3M0.11%6,132,881CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$403.2M0.11%6,176,763CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$402.3M0.11%2,138,875CommonSOLE
49446R109KIMKIMCO RLTY CORP$395.1M0.11%20,037,895CommonSOLE
25746U109DDOMINION ENERGY INC$393.4M0.11%7,596,577CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$392.9M0.11%1,304,218CommonSOLE
126650100CVSCVS HEALTH CORP$389.7M0.10%5,637,540CommonSOLE
05478C105AZEKAZEK CO INC$381.9M0.10%12,606,728CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$381.4M0.10%4,166,136CommonSOLE
101121101BXPBOSTON PROPERTIES INC$377.6M0.10%6,557,408CommonSOLE
33829M101FIVEFIVE BELOW INC$377.4M0.10%1,920,192CommonSOLE
98585X104YETIYETI HLDGS INC$375.3M0.10%9,662,168CommonSOLE
406216101HALHALLIBURTON CO$373.4M0.10%11,317,660CommonSOLE
806857108SLBSCHLUMBERGER LTD$370.4M0.10%7,540,147CommonSOLE
860630102SFSTIFEL FINL CORP$363.5M0.10%6,091,731CommonSOLE
891160509TDTORONTO DOMINION BK ONT$358.3M0.10%5,781,187CommonSOLE
052769106ADSKAUTODESK INC$354.3M0.09%1,731,366CommonSOLE
723787107PXDEURPIONEER NAT RES CO$354.2M0.09%1,709,765CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$353.1M0.09%655,957CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$343.4M0.09%2,358,454CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$337.5M0.09%22,017,350CommonSOLE
207410101CNMDCONMED CORP$335.9M0.09%2,472,047CommonSOLE
65339F101NEENEXTERA ENERGY INC$333.6M0.09%4,495,733CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$326.8M0.09%9,843,516CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$315.9M0.08%8,141,570CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$312.2M0.08%577,958CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$302.5M0.08%421,044CommonSOLE
858119100STLDSTEEL DYNAMICS INC$301.9M0.08%2,771,928CommonSOLE
443573100HUBSHUBSPOT INC$295.3M0.08%555,024CommonSOLE
500754106KHCKRAFT HEINZ CO$292.0M0.08%8,226,398CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$288.1M0.08%9,411,492CommonSOLE
74460D109PSAPUBLIC STORAGE$287.9M0.08%986,233CommonSOLE
256746108DLTRDOLLAR TREE INC$287.2M0.08%2,001,665CommonSOLE
78409V104SPGIS&P GLOBAL INC$285.3M0.08%711,763CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$282.9M0.08%1,470,082CommonSOLE
681919106OMCOMNICOM GROUP INC$282.8M0.08%2,972,224CommonSOLE
46266C105IQVIQVIA HLDGS INC$280.0M0.08%1,245,917CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$278.5M0.07%11,104,648CommonSOLE
574795100MASIMASIMO CORP$271.9M0.07%1,652,524CommonSOLE
125896100CMSCMS ENERGY CORP$267.8M0.07%4,558,396CommonSOLE
743315103PGRPROGRESSIVE CORP$265.7M0.07%2,007,486CommonSOLE
00857U107AGILON HEALTH INC$263.6M0.07%15,203,371CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$263.2M0.07%3,426,370CommonSOLE
336433107FSLRFIRST SOLAR INC$260.6M0.07%1,370,790CommonSOLE
885160101THOTHOR INDS INC$258.3M0.07%2,496,116CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$258.0M0.07%2,481,257CommonSOLE
461202103INTUINTUIT$253.7M0.07%553,774CommonSOLE
253868103DLRDIGITAL RLTY TR INC$249.7M0.07%2,192,497CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$247.0M0.07%4,075,256CommonSOLE
37637K108GTLBGITLAB INC$244.2M0.07%4,778,363CommonSOLE
20717M1038QRCONFLUENT INC$240.3M0.06%6,806,206CommonSOLE
032095101APHAMPHENOL CORP NEW$239.2M0.06%2,816,339CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$238.7M0.06%2,288,461CommonSOLE
58933Y105MRKMERCK & CO INC$235.3M0.06%2,039,143CommonSOLE
775133101ROGROGERS CORP$234.3M0.06%1,446,969CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$234.3M0.06%8,816,575CommonSOLE
30161N101EXCEXELON CORP$232.0M0.06%5,694,616CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$229.0M0.06%3,059,785CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$228.2M0.06%1,944,238CommonSOLE
23804L103DDOGDATADOG INC$224.4M0.06%2,281,448CommonSOLE
959802109WUWESTERN UN CO$224.3M0.06%19,123,081CommonSOLE
87612E106TGTTARGET CORP$223.3M0.06%1,692,626CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$222.3M0.06%8,157,994CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$222.1M0.06%13,334,127CommonSOLE
80874P109LNWOLIGHT & WONDER INC$220.3M0.06%3,203,862CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$218.9M0.06%12,625,196CommonSOLE
17275R102CSCOCISCO SYS INC$218.6M0.06%4,225,520CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$216.6M0.06%13,787,841CommonSOLE
122017106BURLBURLINGTON STORES INC$213.5M0.06%1,356,308CommonSOLE
98389B100XELXCEL ENERGY INC$210.0M0.06%3,377,986CommonSOLE
705573103PEGAPEGASYSTEMS INC$208.1M0.06%4,221,708CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$205.5M0.06%2,441,150CommonSOLE
191216100KOCOCA COLA CO$205.4M0.06%3,410,047CommonSOLE
192422103CGNXCOGNEX CORP$205.2M0.05%3,663,095CommonSOLE
87975H100TIXTTELUS INTL CDA INC$201.2M0.05%13,252,390CommonSOLE
988498101YUMYUM BRANDS INC$199.5M0.05%1,439,582CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$199.0M0.05%16,301,225CommonSOLE
29364G103ETRENTERGY CORP NEW$197.9M0.05%2,032,957CommonSOLE
98980G102ZSZSCALER INC$193.0M0.05%1,319,513CommonSOLE
579780206MKCMCCORMICK & CO INC$193.0M0.05%2,212,906CommonSOLE
983793100XPOXPO INC$192.0M0.05%3,253,487CommonSOLE
16411R208LNGCHENIERE ENERGY INC$191.5M0.05%1,257,023CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$190.8M0.05%823,208CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$185.5M0.05%1,412,257CommonSOLE
049468101TEAMATLASSIAN CORPORATION$183.6M0.05%1,094,180CommonSOLE
229663109CUBECUBESMART$183.3M0.05%4,104,409CommonSOLE
535919500LGF/BEURLIONS GATE ENTMNT CORP$178.5M0.05%21,376,347CommonSOLE
717081103PFEPFIZER INC$177.9M0.05%4,848,754CommonSOLE
G4388N106HELEHELEN OF TROY LTD$177.8M0.05%1,645,956CommonSOLE
907818108UNPUNION PAC CORP$177.3M0.05%866,533CommonSOLE
29358P101ENSGENSIGN GROUP INC$174.7M0.05%1,829,577CommonSOLE
92243G108PCVXVAXCYTE INC$168.0M0.05%3,364,127CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$164.8M0.04%3,639,700CommonSOLE
858912108SRCLEURSTERICYCLE INC$162.0M0.04%3,488,428CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$156.9M0.04%766,609CommonSOLE
576690101MTRNMATERION CORP$156.0M0.04%1,365,752CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$153.9M0.04%10,758,813CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$150.7M0.04%1,196,769CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$142.5M0.04%4,859,227CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$141.3M0.04%4,375,442CommonSOLE
78709Y105SAIASAIA INC$139.4M0.04%407,139CommonSOLE
478160104JNJJOHNSON & JOHNSON$137.0M0.04%827,782CommonSOLE
83200N103SMARGBPSMARTSHEET INC$136.1M0.04%3,557,711CommonSOLE
29250N105ENBENBRIDGE INC$134.3M0.04%3,614,358CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$134.0M0.04%3,258,146CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$129.3M0.03%1,806,290CommonSOLE
067901108ABXBARRICK GOLD CORP$126.7M0.03%7,488,942CommonSOLE
092113109BKHBLACK HILLS CORP$122.9M0.03%2,038,746CommonSOLE
780259305SHELSHELL PLC$121.3M0.03%2,009,898CommonSOLE
830566105SKAASKECHERS U S A INC$121.1M0.03%2,300,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$119.7M0.03%1,344,453CommonSOLE
577081102MATMATTEL INC$119.2M0.03%6,100,000CommonSOLE
285512109EAELECTRONIC ARTS INC$113.5M0.03%875,422CommonSOLE
876030107TPRTAPESTRY INC$112.7M0.03%2,633,691CommonSOLE
125523100CITHE CIGNA GROUP$111.8M0.03%398,610CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$109.4M0.03%1,342,443CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$109.4M0.03%9,386,583CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$108.3M0.03%450,563CommonSOLE
92240M108VGREURVECTOR GROUP LTD$106.3M0.03%8,299,140CommonSOLE
381013101GDENGOLDEN ENTMT INC$105.0M0.03%2,511,071CommonSOLE
693506107PPGPPG INDS INC$104.6M0.03%705,415CommonSOLE
816850101SMTCSEMTECH CORP$101.9M0.03%4,002,965CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$100.0M0.03%424,483CommonSOLE
00206R102TAT&T INC$98.6M0.03%6,182,702CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$98.2M0.03%2,154,283CommonSOLE
047649108ATKRATKORE INC$98.0M0.03%628,703CommonSOLE
66987V109NVSNOVARTIS AG$91.1M0.02%903,243CommonSOLE
22266T109CPNGCOUPANG INC$91.1M0.02%5,236,880CommonSOLE
698884103PARPAR TECHNOLOGY CORP$88.2M0.02%2,677,672CommonSOLE
456788108INFYINFOSYS LTD$88.0M0.02%5,474,119CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$87.2M0.02%1,330,000CommonSOLE
53814L108LTHM1EURLIVENT CORP$86.6M0.02%3,158,054CommonSOLE
311900104FASTFASTENAL CO$85.8M0.02%1,455,088CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$83.7M0.02%2,837,652CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$83.3M0.02%1,576,968CommonSOLE
55024U109LITELUMENTUM HLDGS INC$82.4M0.02%1,452,774CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$81.9M0.02%7,305,588CommonSOLE
046353108AZNNASTRAZENECA PLC$81.4M0.02%1,137,429CommonSOLE
44925C103ICFIICF INTL INC$81.3M0.02%653,831CommonSOLE
34959J108FTVFORTIVE CORP$81.1M0.02%1,085,000CommonSOLE
16115Q308GTLSCHART INDS INC$79.8M0.02%499,604CommonSOLE
G3198U102ESNTESSENT GROUP LTD$79.6M0.02%1,700,000CommonSOLE
650111107NYTNEW YORK TIMES CO$79.3M0.02%2,014,638CommonSOLE
23345M107DTMDT MIDSTREAM INC$78.1M0.02%1,574,719CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$77.9M0.02%523,193CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$76.9M0.02%4,988,399CommonSOLE
81730H109SSENTINELONE INC$76.3M0.02%5,056,283CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$75.4M0.02%8,350,000CommonSOLE
826919102SLABSILICON LABORATORIES INC$73.2M0.02%464,000CommonSOLE
337738108FISVFISERV INC$67.7M0.02%536,700CommonSOLE
91332U101UUNITY SOFTWARE INC$66.6M0.02%1,532,815CommonSOLE
902973304USBUS BANCORP DEL$66.3M0.02%2,007,401CommonSOLE
67077M108NTRNUTRIEN LTD$66.1M0.02%1,119,111CommonSOLE
49177J102KVUEKENVUE INC$66.1M0.02%2,500,800CommonSOLE
H5919C104ONONON HLDG AG$65.4M0.02%1,980,610CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$63.8M0.02%557,383CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$62.9M0.02%2,025,494CommonSOLE
37733W204GSKGSK PLC$62.5M0.02%1,752,350CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$62.0M0.02%4,295,300CommonSOLE
291011104EMREMERSON ELEC CO$61.9M0.02%684,425CommonSOLE
40131M109GHGUARDANT HEALTH INC$60.5M0.02%1,690,281CommonSOLE
651639106NEMNEWMONT CORP$59.7M0.02%1,400,000CommonSOLE
30226D106EXTREXTREME NETWORKS$53.8M0.01%2,065,980CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$53.3M0.01%787,849CommonSOLE
08265T208BSYBENTLEY SYS INC$53.1M0.01%979,001CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$52.5M0.01%1,647,850CommonSOLE
148929102CAVACAVA GROUP INC$51.2M0.01%1,250,000CommonSOLE
816851109SRESEMPRA$50.2M0.01%344,730CommonSOLE
74967X103RHRH$49.4M0.01%150,000CommonSOLE
199908104FIXCOMFORT SYS USA INC$49.0M0.01%298,581CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$48.9M0.01%5,001,638CommonSOLE
02557T307AMERICAN ELEC PWR CO INC$47.4M0.01%953,221CommonSOLE
57686G105MATXMATSON INC$45.7M0.01%588,202CommonSOLE
45720L107INBXUSDINHIBRX INC$45.5M0.01%1,751,913CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$45.4M0.01%709,449CommonSOLE
556269108SHOOMADDEN STEVEN LTD$44.3M0.01%1,353,970CommonSOLE
857477103STTSTATE STR CORP$44.1M0.01%602,683CommonSOLE
21240E105VLRSCONTROLADORA VUELA COMP DE A$42.1M0.01%3,018,000CommonSOLE
96145D105WRKUSDWESTROCK CO$42.0M0.01%1,445,019CommonSOLE
89531P105TREXTREX CO INC$41.9M0.01%638,577CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$40.5M0.01%165,978CommonSOLE
398438408GRFSGRIFOLS S A$39.7M0.01%4,331,222CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$37.8M0.01%1,200,000CommonSOLE
423452101HPHELMERICH & PAYNE INC$37.3M0.01%1,050,970CommonSOLE
15135B101CNCCENTENE CORP DEL$36.5M0.01%540,508CommonSOLE
N97284108NBISYANDEX N V$34.4M0.01%2,437,158CommonSOLE
55306N104MKSIMKS INSTRS INC$34.0M0.01%314,833CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$32.2M0.01%192,192CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$31.4M0.01%213,967CommonSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$31.3M0.01%175,358CommonSOLE
G0084W101ADNTADIENT PLC$30.7M0.01%802,301CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$30.5M0.01%2,935,635CommonSOLE
527064109LESLIES INC$29.5M0.01%3,145,120CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$29.2M0.01%367,961CommonSOLE
553530106MSMMSC INDL DIRECT INC$28.6M0.01%300,000CommonSOLE
65343C102NEXTGEN HEALTHCARE INC$28.5M0.01%1,760,000CommonSOLE
G04553106ARCO PLATFORM LTD$27.4M0.01%2,254,032CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$27.0M0.01%192,659CommonSOLE
L44385109GLOBGLOBANT S A$26.3M0.01%146,564CommonSOLE
127055101CBTCABOT CORP$25.2M0.01%376,156CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$25.1M0.01%134,307CommonSOLE
30034T103G2CEVERI HLDGS INC$23.0M0.01%1,590,247CommonSOLE
57142B104MQMARQETA INC$22.2M0.01%4,561,137CommonSOLE
72815G108MYPSPLAYSTUDIOS INC$22.1M0.01%4,500,000CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$21.2M0.01%2,175,000CommonSOLE
013872106AAALCOA CORP$21.2M0.01%624,700CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$18.0M0.00%865,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$17.3M0.00%8,093CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$17.0M0.00%723,802CommonSOLE
784305104HTOSJW GROUP$17.0M0.00%242,255CommonSOLE
888787108TOSTTOAST INC$16.7M0.00%739,506CommonSOLE
92763M105VIPER ENERGY PARTNERS LP$16.7M0.00%621,470CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$16.7M0.00%534,430CommonSOLE
51509F105LELANDS END INC NEW$16.3M0.00%2,100,000CommonSOLE
03852U106ARMKARAMARK$16.1M0.00%374,621CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$16.1M0.00%2,728,306CommonSOLE
790148100JOEST JOE CO$15.8M0.00%327,743CommonSOLE
98156Q108WORLD WRESTLING ENTMT INC$15.3M0.00%141,259CommonSOLE
817565104SCISERVICE CORP INTL$15.0M0.00%232,733CommonSOLE
358039105FRPTFRESHPET INC$14.7M0.00%222,980CommonSOLE
896288107TNETTRINET GROUP INC$14.5M0.00%152,330CommonSOLE
366651107ITGARTNER INC$14.2M0.00%40,487CommonSOLE
G85158106STNESTONECO LTD$13.2M0.00%1,032,490CommonSOLE
15135U117CVE/WSCENOVUS ENERGY INC$12.9M0.00%1,066,345CommonSOLE
89469A104THSTREEHOUSE FOODS INC$12.9M0.00%255,860CommonSOLE
770323103RHIROBERT HALF INTL INC$12.3M0.00%163,064CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$12.2M0.00%491,990CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.9M0.00%117,556CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$11.2M0.00%662,990CommonSOLE
780153BF8ROYAL CARIBBEAN GROUP$11.1M0.00%8,613,000CommonSOLE
594972408MSTRMICROSTRATEGY INC$9.9M0.00%29,004CommonSOLE
25961D105DOUGDOUGLAS ELLIMAN INC$9.4M0.00%4,216,866CommonSOLE
418100103HCP2EURHASHICORP INC$8.9M0.00%340,285CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$8.5M0.00%272,397CommonSOLE
48251W104KKRKKR & CO INC$8.5M0.00%151,824CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$8.2M0.00%125,600CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$8.1M0.00%25,304CommonSOLE
L7579L106PERIMETER SOLUTIONS SA$7.9M0.00%1,278,237CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$6.5M0.00%85,420CommonSOLE
68622E104BARK INC$6.0M0.00%4,500,000CommonSOLE
M6191J100FROGJFROG LTD$4.9M0.00%178,400CommonSOLE
54975P102LUFAX HOLDING LTD$4.9M0.00%3,429,692CommonSOLE
36118L106FUTUFUTU HLDGS LTD$4.8M0.00%119,972CommonSOLE
45384B106IBTXUSDINDEPENDENT BANK GROUP INC$4.6M0.00%132,402CommonSOLE
H01301128ALCALCON AG$4.5M0.00%53,905CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$4.4M0.00%45,670CommonSOLE
157210105CEVACEVA INC$4.3M0.00%169,233CommonSOLE
835699307SONYSONY GROUP CORPORATION$4.3M0.00%47,419CommonNONE
N07059210ASMLASML HOLDING N V$4.0M0.00%5,577CommonNONE
670100205NVONOVO-NORDISK A S$2.6M0.00%16,267CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.5M0.00%44,766CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$2.0M0.00%89,438CommonNONE
456837103INGING GROEP N.V.$1.7M0.00%129,714CommonNONE
89151E109TTENTOTALENERGIES SE$1.7M0.00%29,689CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$432,9760.00%988CommonNONE
464288257ACWIISHARES TR$372,6330.00%3,927CommonNONE
767204100RIORIO TINTO PLC$232,1690.00%3,639CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.