MondegarAI
LOOMIS SAYLES & CO L P

Q1 2026 · 13F-HR

LOOMIS SAYLES & CO L Pholdings as filed

Filed 2026-05-14 · accession 0000312348-26-000026

$74.33B
Reported value
718
Positions
2026-03-31
Period end
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The Brief · LOOMIS SAYLES & CO L P · Q1 2026

AI · grounded in 13F

LOOMIS SAYLES & CO L P increased its position in BKNG by 6,096.52%. The fund also accumulated shares in TYL and EXPE, increasing those holdings by 560.14% and 415.82% respectively. Conversely, the fund trimmed its stakes in NVS and SHOP.

Holdings as filed

First 500 of 718

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$7.15B9.61%40,977,042CommonSOLE
02079K305GOOGLALPHABET INC-CL A$4.99B6.71%17,339,594CommonSOLE
88160R101TSLATESLA INC$4.70B6.33%12,655,011CommonSOLE
30303M102METAMETA PLATFORMS INC$4.26B5.73%7,450,101CommonSOLE
023135106AMZNAMAZON.COM INC$3.82B5.13%18,325,770CommonSOLE
64110L106NFLXNETFLIX.COM INC$3.65B4.91%37,973,545CommonSOLE
097023105BABOEING CO$2.80B3.77%14,061,954CommonSOLE
92826C839VVISA INC-CLASS A SHRS$2.80B3.76%9,253,861CommonSOLE
68389X105ORCLORACLE CORP$2.48B3.33%16,839,240CommonSOLE
594918104MSFTMICROSOFT CORP$2.24B3.02%6,063,327CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORPORATION$1.88B2.53%25,905,224CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.79B2.41%4,003,821CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$1.71B2.30%14,403,445CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.48B1.99%1,912,310CommonSOLE
052769106ADSKAUTODESK INC$1.37B1.85%5,740,231CommonSOLE
254687106DISTHE WALT DISNEY CO$1.35B1.81%13,991,645CommonSOLE
79466L302CRMSALESFORCE.COM INC$1.13B1.52%6,056,754CommonSOLE
855244109SBUXSTARBUCKS CORP$840.0M1.13%9,376,448CommonSOLE
66987V109NVSNOVARTIS AG SPON ADR$828.8M1.12%5,426,100CommonSOLE
02079K107GOOGALPHABET INC-CL C$816.9M1.10%2,847,659CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$804.2M1.08%5,614,806CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$783.5M1.05%1,699,693CommonSOLE
244199105DEDEERE & CO$774.4M1.04%1,374,811CommonSOLE
784117103SEICSEI INVESTMENTS CO$677.1M0.91%8,628,879CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$670.3M0.90%1,363,758CommonSOLE
670100205NVONOVO-NORDISK A/S SPONS ADR$625.4M0.84%17,017,315CommonSOLE
988498101YUMYUM! BRANDS INC$581.7M0.78%3,741,574CommonSOLE
747525103QCOMQUALCOMM INC$540.8M0.73%4,199,416CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$517.4M0.70%122,877CommonSOLE
852234103XYZBLOCK INC$446.8M0.60%7,423,669CommonSOLE
654106103NKENIKE INC CL B$418.8M0.56%7,927,988CommonSOLE
452327109ILMNILLUMINA INC$362.8M0.49%2,942,977CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$320.7M0.43%1,478,028CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$307.4M0.41%615,244CommonSOLE
63875W406LSGRNATIXIS LOOMIS FOCUSED GRWTH$294.9M0.40%7,487,001CommonSOLE
78409V104SPGIS&P GLOBAL$286.9M0.39%674,466CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$286.2M0.39%6,327,407CommonSOLE
98138H101WDAYWORKDAY INC$270.1M0.36%2,079,300CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR ADR$221.1M0.30%654,098CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$220.7M0.30%725,695CommonSOLE
701094104PHPARKER HANNIFIN$218.6M0.29%244,154CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$211.5M0.28%507,505CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS INC$209.5M0.28%4,293,911CommonSOLE
09290D101BLKBLACKROCK INC$201.5M0.27%209,554CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC COMMON STOCK NEW$194.6M0.26%2,107,746CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$192.0M0.26%192,642CommonSOLE
46625H100JPMJP MORGAN CHASE & CO$188.4M0.25%640,498CommonSOLE
482480100KLACKLA-TENCOR CORPORATION$183.7M0.25%124,783CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP CVT$183.1M0.25%1,563,885CommonSOLE
231021106CMICUMMINS ENGINE$180.5M0.24%335,571CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$180.4M0.24%213,185CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$169.4M0.23%512,097CommonSOLE
58733R102MELIMERCADOLIBRE INC$157.7M0.21%91,225CommonSOLE
G54950103LINLINDE PLC$153.2M0.21%309,005CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$152.8M0.21%431,779CommonSOLE
437076102HDHOME DEPOT$151.0M0.20%459,052CommonSOLE
743315103PGRPROGRESSIVE CORP$150.8M0.20%760,877CommonSOLE
009066101ABNBAIRBNB INC$142.0M0.19%1,124,819CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL$135.5M0.18%107,446CommonSOLE
042068205ARMARM HOLDINGS PLC$130.1M0.18%860,262CommonSOLE
75524B104RBCRBC BEARINGS INC$110.8M0.15%204,032CommonSOLE
007973100AEISADVANCED ENERGY INDS$108.5M0.15%336,351CommonSOLE
235851102DHRDANAHER CORP$105.6M0.14%556,853CommonSOLE
01741R102ATIALLEGHENY TECHNOLOGIES INC$95.0M0.13%653,416CommonSOLE
30212P303EXPEEXPEDIA INC$90.4M0.12%391,396CommonSOLE
G5S37H101MRXMAREX GROUP PLC$85.5M0.12%1,918,622CommonSOLE
296315104ESEESCO TECHNOLOGIES$84.6M0.11%300,753CommonSOLE
039653100ACAARCOSA INC$84.2M0.11%793,076CommonSOLE
42226A107HQYHEALTHEQUITY INC$77.9M0.10%931,906CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$73.7M0.10%1,425,779CommonSOLE
55405Y100MTSIMA-COM TECHNOLOGY SOLUTIONS$71.6M0.10%322,459CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS CL B$70.5M0.09%353,209CommonSOLE
000361105AIRAAR CORP$69.9M0.09%638,885CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$69.6M0.09%2,582,571CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$69.4M0.09%553,109CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP - A$68.8M0.09%2,179,644CommonSOLE
45073V108ITTITT INC$66.2M0.09%347,514CommonSOLE
859241101STRLSTERLING CONSTRUCTION CO$65.9M0.09%161,706CommonSOLE
428291108HXLHEXCEL CORP$65.2M0.09%805,513CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$65.0M0.09%189,857CommonSOLE
G01767105ALKSALKERMES INC$63.1M0.08%1,784,581CommonSOLE
615394202MOG/AMOOG INC CL A$61.8M0.08%211,063CommonSOLE
675232102OIIOCEANEERING INTL INC$60.3M0.08%1,700,289CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC-A$60.2M0.08%541,842CommonSOLE
02319V103ABEVAMBEV SA-SPN ADR$59.8M0.08%20,490,631CommonSOLE
750917106RMBSRAMBUS INC$56.8M0.08%659,835CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$56.2M0.08%383,856CommonSOLE
194693107CIGICOLLIERS INTERNATIONAL GROUP INC$53.8M0.07%503,293CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$52.8M0.07%1,674,108CommonSOLE
87305R109TTMITTM TECHNOLOGIES$52.2M0.07%535,996CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$51.4M0.07%1,072,649CommonSOLE
52476L109LGNLEGENCE CORP-CL A$50.9M0.07%900,657CommonSOLE
671044105OSISOSI SYSTEMS INC$50.8M0.07%191,467CommonSOLE
300426103ECGEVERUS CONSTRUCTION GROUP$50.8M0.07%430,548CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$50.0M0.07%450,224CommonSOLE
860630102SFSTIFEL FINANCIAL CORP$49.8M0.07%673,597CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$49.6M0.07%2,670,228CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC CLASS A$48.7M0.07%294,637CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD$48.6M0.07%976,211CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC CL A$48.3M0.06%608,654CommonSOLE
98585X104YETIYETI HOLDINGS INC$48.2M0.06%1,316,095CommonSOLE
55405W104MYRGMYR GROUP INC/DELAWARE$48.0M0.06%170,059CommonSOLE
87162W100SNXSYNNEX CORP$47.5M0.06%281,818CommonSOLE
26622P107DOCSDOXIMITY INC-CLASS A$47.5M0.06%2,036,984CommonSOLE
30257X104FBKFB FINANCIAL CORP$47.4M0.06%912,604CommonSOLE
589378108MRCYMERCURY COMPUTER SYSTEMS INC$47.1M0.06%645,932CommonSOLE
826919102SLABSILICON LABS INC$46.5M0.06%223,342CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$46.1M0.06%968,135CommonSOLE
377322102GKOSGLAUKOS CORP$45.4M0.06%421,240CommonSOLE
91324P102UNHUNITEDHEALTH GROUP$45.1M0.06%166,589CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$44.9M0.06%255,396CommonSOLE
918284100VSECVSE CORP$44.7M0.06%242,376CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LTD$44.4M0.06%1,934,839CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$43.9M0.06%475,324CommonSOLE
235825205DANDANA HOLDING CORP$43.8M0.06%1,302,384CommonSOLE
580589109MGRCMCGRATH RENTCORP$43.7M0.06%396,563CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$43.4M0.06%367,894CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$43.4M0.06%256,625CommonSOLE
29358P101ENSGENSIGN GROUP INC/THE$41.5M0.06%206,125CommonSOLE
69343T107PJTPJT PARTNERS INC - A$41.3M0.06%295,584CommonSOLE
13100M509CALXCALIX INC$41.2M0.06%840,197CommonSOLE
724078209PIPRPIPER SANDLER COS$41.1M0.06%536,352CommonSOLE
30226D106EXTREXTREME NETWORKS INC$41.0M0.06%2,715,683CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$40.4M0.05%465,102CommonSOLE
64361Q101VNOMVIPER ENERGY PARTNERS LP$40.4M0.05%859,421CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$40.3M0.05%713,795CommonSOLE
127203107WHDCACTUS INC-CLASS A$40.0M0.05%843,693CommonSOLE
925550105VIAVVIAVI SOLUTION INC$39.2M0.05%1,176,860CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$38.9M0.05%205,905CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$38.9M0.05%228,530CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$38.7M0.05%189,244CommonSOLE
84472E102SSBSOUTHSTATE BANK CORP$38.5M0.05%416,233CommonSOLE
750491102RDNTRADNET INC$38.4M0.05%686,215CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$37.7M0.05%51,829CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$37.1M0.05%2,106,068CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$36.4M0.05%541,133CommonSOLE
228903100AORTARTIVION INC$35.9M0.05%980,439CommonSOLE
G87110105FTITECHNIPFMC PLC$35.8M0.05%518,372CommonSOLE
436893200HOMBHOME BANCSHARES INC$35.6M0.05%1,321,846CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATERIALS$35.6M0.05%467,035CommonSOLE
171779309CIENCIENA CORP$35.5M0.05%91,313CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$35.2M0.05%178,586CommonSOLE
40145W101GRDNGUARDIAN PHRMCY SERVICES-A$35.1M0.05%931,689CommonSOLE
759351604RGAREINSURANCE GRP OF AMERI-A$35.0M0.05%171,484CommonSOLE
902681105UGIUGI CORP$34.5M0.05%946,556CommonSOLE
911684108ADARRAY DIGITAL INFRASTRUCTURE I$34.2M0.05%740,481CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$33.6M0.05%493,603CommonSOLE
55354G100MSCIMSCI INC$33.6M0.05%62,356CommonSOLE
928881101VNTVONTIER CORP$33.4M0.04%942,653CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$33.3M0.04%1,237,747CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$33.2M0.04%260,212CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH INDEX FUND$33.0M0.04%77,353CommonNONE
98420N105XENEXENON PHARMACEUTICALS INC$32.8M0.04%564,897CommonSOLE
607828100MODMODINE MANUFACTURING CO$32.7M0.04%150,695CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP-CL C$32.4M0.04%218,503CommonSOLE
46138G508BKLNINVESCO SENIOR LOAN$32.4M0.04%1,586,632CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$32.2M0.04%121,246CommonSOLE
00676P107ADEAADEIA INC$32.1M0.04%1,333,941CommonSOLE
457669307INSMINSMED INC$31.9M0.04%194,982CommonSOLE
056752108BIDUBAIDU.COM$31.9M0.04%286,103CommonSOLE
80706P103SRRKSCHOLAR ROCK HOLDING CORP$31.4M0.04%638,629CommonSOLE
92346J108VCELVERICEL CORP$31.4M0.04%975,447CommonSOLE
264147109DCODUCOMMUN INC$30.8M0.04%252,529CommonSOLE
98139A105WKWORKIVA INC$30.7M0.04%514,936CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$30.5M0.04%362,781CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$30.1M0.04%527,981CommonSOLE
127190304CACICACI INTERNATIONAL INC CL A$30.0M0.04%55,190CommonSOLE
159864107CRLCHARLES RIVER LABS$29.5M0.04%170,982CommonSOLE
518613203LAURLAUREATE EDUCATION INC CL A$29.3M0.04%839,885CommonSOLE
55306N104MKSIMKS INC$29.2M0.04%127,131CommonSOLE
M7516K103NVMINOVA MEASURING INSTRUMENTS$29.0M0.04%66,746CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$29.0M0.04%322,396CommonSOLE
30040P103EVTCEVERTEC INC$28.9M0.04%1,024,262CommonSOLE
077347300BELFBBEL FUSE INC-CL B$28.8M0.04%145,648CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$28.6M0.04%407,836CommonSOLE
632307104NTRANATERA INC$28.4M0.04%142,019CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$28.4M0.04%213,098CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$28.2M0.04%1,081,336CommonSOLE
224441105CXTCRANE NXT CO$27.7M0.04%682,166CommonSOLE
693282105PDFSPDF SOLUTIONS INC$27.1M0.04%827,109CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC$27.0M0.04%382,466CommonSOLE
126402106CSWCSW INDUSTRIALS INC$26.9M0.04%103,243CommonSOLE
96208T104WEXWEX INC$26.8M0.04%175,138CommonSOLE
366505105GTXGARRETT MOTION INC$26.6M0.04%1,462,662CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$26.4M0.04%135,030CommonSOLE
733174700BPOPPOPULAR INC$26.3M0.04%195,802CommonSOLE
16359R103CHECHEMED CORP$26.2M0.04%69,357CommonSOLE
00187Y100APGAPI GROUP CORP$26.1M0.04%644,049CommonSOLE
34354P105FLSFLOWSERVE CORP$25.9M0.03%351,710CommonSOLE
50012A108KGSKODIAK GAS SERVICES INC$25.9M0.03%443,304CommonSOLE
465741106ITRIITRON INC$25.8M0.03%287,930CommonSOLE
00847J105AGYSAGILYSYS INC$25.6M0.03%360,502CommonSOLE
87422Q109TLNTALEN ENERGY CORP$25.6M0.03%80,334CommonSOLE
737446104POSTPOST HOLDINGS INC$25.6M0.03%258,688CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS$25.5M0.03%96,228CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC-A$25.5M0.03%1,004,321CommonSOLE
05465C100AXAXOS FINANCIAL INC$25.4M0.03%298,514CommonSOLE
258278100DORMDORMAN PRODUCTS INC$25.3M0.03%241,960CommonSOLE
48282T104KAIKADANT INC$25.0M0.03%85,623CommonSOLE
141788109CARGCARGURUS INC$24.8M0.03%729,016CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS IN$24.8M0.03%180,670CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$24.7M0.03%348,576CommonSOLE
70339W104PTRNPATTERN GROUP INC$24.5M0.03%1,970,677CommonSOLE
74743L100QQNITY ELECTRONICS INC-W/I$24.4M0.03%211,390CommonSOLE
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY IND CVT$24.4M0.03%75,461CommonSOLE
33767E202FSVFIRSTSERVICE CORP$24.3M0.03%175,255CommonSOLE
03076K108ABCBAMERIS BANCORP$24.3M0.03%311,109CommonSOLE
97717P104WTWISDOMTREE INC$24.2M0.03%1,662,823CommonSOLE
500643200KFYKORN/ FERRY INTERNATIONAL$24.1M0.03%383,554CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$24.1M0.03%728,129CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$24.0M0.03%1,258,347CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$23.8M0.03%85,945CommonSOLE
958102105WDCWESTERN DIGITAL CORP$23.5M0.03%87,059CommonSOLE
037833100AAPLAPPLE INC$23.5M0.03%92,734CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$23.5M0.03%59,948CommonSOLE
29357K103ENVAENOVA INTERNATIONAL INC$23.4M0.03%172,376CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$23.4M0.03%492,290CommonSOLE
008492100ADCAGREE REALTY CORP$23.2M0.03%308,345CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP$23.2M0.03%304,788CommonSOLE
N3167Y103RACEFERRARI NV$22.8M0.03%67,325CommonSOLE
896239100TRMBTRIMBLE INC$22.4M0.03%343,128CommonSOLE
485924104KRMNKARMAN HOLDINGS INC$22.3M0.03%278,677CommonSOLE
879433829TDSTELEPHONE & DATA SYSTEM$22.1M0.03%524,086CommonSOLE
67073D102XJQCXNUVEEN CREDIT STRAT INCM$22.0M0.03%4,526,488CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$21.8M0.03%165,735CommonSOLE
67072T108JFRNUVEEN FLOAT RATE INC FD$21.8M0.03%2,897,039CommonSOLE
68170A108OMDAOMADA HEALTH INC$21.5M0.03%1,712,776CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INSTITUTE INC$21.5M0.03%595,393CommonSOLE
184496107CLHCLEAN HARBORS INC$21.4M0.03%74,783CommonSOLE
74276R102PRVAPRIVIA HEALTH GROUP INC$21.4M0.03%1,042,100CommonSOLE
82706C108SIMOSILICON MOTION TECHNOL-ADR$21.2M0.03%188,653CommonSOLE
13057Q305CRCCALIFORNIA RESOURCES CORP$21.2M0.03%305,622CommonSOLE
122017AD8BURL 1.25 12/15/27BURLINGTON STORES INC CVT$20.7M0.03%63,512CommonSOLE
52661A108DRSLEONARDO DRS INC$20.5M0.03%461,026CommonSOLE
224408104CRCRANE CO$20.4M0.03%119,477CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$20.4M0.03%188,745CommonSOLE
254604101IRONDISC MEDICINE INC$20.3M0.03%317,222CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LTD$20.2M0.03%1,867,557CommonSOLE
M6191J100FROGJFROG LTD$19.5M0.03%415,899CommonSOLE
398433102GFFGRIFFON CORPORATION$19.5M0.03%268,278CommonSOLE
342909108FLOCFLOWCO HOLDINGS INC$19.5M0.03%945,827CommonSOLE
11135F101AVGOBROADCOM INC$19.5M0.03%62,947CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$19.4M0.03%35,851CommonSOLE
45867G101IDCCINTERDIGITAL COMM CORP$19.3M0.03%63,993CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$19.1M0.03%89,948CommonSOLE
12763L105CDRECADRE HOLDINGS INC$18.9M0.03%615,546CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SERVICES$18.4M0.02%431,928CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S - ADR$18.4M0.02%80,405CommonSOLE
361448103GATXGATX CORP$18.2M0.02%106,845CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$18.1M0.02%927,717CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$18.0M0.02%266,348CommonSOLE
759916109RGENREPLIGEN CORP$18.0M0.02%152,585CommonSOLE
92242T101VVXV2X Inc$17.9M0.02%261,892CommonSOLE
03674X106ARANTERO RESOURCES CORP$17.9M0.02%421,210CommonSOLE
498894104KNFKNIFE RIVER CORP$17.9M0.02%218,864CommonSOLE
861896108SNEXSTONEX GROUP INC$17.6M0.02%217,754CommonSOLE
45827U109INTAINTAPP INC$17.5M0.02%682,467CommonSOLE
912008109USFDUS FOODS HOLDING CORP$17.4M0.02%188,683CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$17.3M0.02%201,510CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$17.2M0.02%803,895CommonSOLE
34965K107FTREFORTREA HOLDINGS INC-W/I$17.2M0.02%1,822,769CommonSOLE
095306106BLBDBLUE BIRD CORP$17.1M0.02%301,552CommonSOLE
651718504NPKINPK INTERNATIONAL INC$17.1M0.02%1,177,993CommonSOLE
74340E103PGNYPROGYNY INC$16.8M0.02%988,390CommonSOLE
683344105ONTOONTO INNOVATION INC$16.6M0.02%81,072CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$16.6M0.02%292,366CommonSOLE
116794108BRKRBRUKER BIOSCIENCES CORP$16.5M0.02%456,773CommonSOLE
72703H101PLNTPLANET FITNESS INC - CL A$16.5M0.02%221,343CommonSOLE
89400J107TRUTRANSUNION$16.4M0.02%237,724CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$16.4M0.02%671,309CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$16.3M0.02%138,129CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS$16.3M0.02%165,143CommonSOLE
940923105WBIWATERBRIDGE INFRASTRUC-CL A$16.1M0.02%600,602CommonSOLE
27923Q109ECVTECOVYST INC$15.8M0.02%1,225,131CommonSOLE
896215209TRSTRIMAS CORP$15.7M0.02%436,921CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$15.6M0.02%211,498CommonSOLE
29605J106ESABESAB CORP-W/I$15.5M0.02%160,152CommonSOLE
31847R102FAFFIRST AMERICAN FINL CORP$15.3M0.02%253,602CommonSOLE
63845R107EYENATIONAL VISION HOLDINGS INC$15.1M0.02%584,038CommonSOLE
445658107JBHTHUNT J B TRANSPORT SVCS INC$15.0M0.02%70,943CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$15.0M0.02%327,498CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$14.9M0.02%107,113CommonSOLE
25787G100DFINDONNELLEY FINANCIAL SOLUTION$14.8M0.02%314,530CommonSOLE
100557107SAMBOSTON BEER COMPANY CL A$14.6M0.02%63,481CommonSOLE
103310108BGSITHE BOYD GROUP INC$14.5M0.02%113,199CommonSOLE
64049M209NEONEOGENOMICS INC$14.4M0.02%1,945,388CommonSOLE
57686G105MATXMATSON INC$14.4M0.02%87,669CommonSOLE
90385V107UCTTULTRA CLEAN HOLDINGS$14.4M0.02%231,058CommonSOLE
433313103HNGEHINGE HEALTH INC$14.3M0.02%371,696CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$14.3M0.02%212,212CommonSOLE
750940108RALRALLIANT CORP$14.2M0.02%340,759CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$14.1M0.02%340,985CommonSOLE
G3265R107APTVAPTIV HOLDINGS LTD$14.0M0.02%202,106CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC CVT$14.0M0.02%46,398CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$14.0M0.02%414,135CommonSOLE
52736R102LEVILEVI STRAUSS & CO- CLASS A$14.0M0.02%754,748CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$13.8M0.02%314,912CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$13.7M0.02%45,172CommonSOLE
H2927K103AMRZAMRIZE LTD$13.7M0.02%244,814CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$13.6M0.02%229,014CommonSOLE
73278L105POOLPOOL CORP$13.6M0.02%67,256CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$13.5M0.02%651,621CommonSOLE
464286251CEMBISHARES JP MORGAN EM CORPORA$13.4M0.02%296,170CommonSOLE
320209109FFBCFIRST FINANCIAL BANCORP$13.2M0.02%474,824CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD$13.2M0.02%359,171CommonNONE
090043100BILLBILL.COM HOLDINGS INC$13.0M0.02%339,259CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS INC - C$13.0M0.02%304,082CommonSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTRUCTION INC CVT$12.9M0.02%107,753CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC CVT$12.9M0.02%179,409CommonSOLE
443573100HUBSHUBSPOT INC$12.9M0.02%52,844CommonSOLE
53947R105LOARLOAR HOLDINGS INC$12.8M0.02%222,608CommonSOLE
426281101JKHYHENRY JACK & ASSOCIATES$12.7M0.02%80,173CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$12.6M0.02%116,962CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$12.6M0.02%84,445CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$12.5M0.02%162,986CommonSOLE
50050N103KTBKONTOOR BRANDS INC$12.5M0.02%178,194CommonSOLE
723484AK7PNW 4.75 06/15/27PINNACLE WEST CAPITAL CORP CVT$12.5M0.02%123,748CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$12.4M0.02%375,666CommonSOLE
09073M104TECHBIO-TECHNE CORPORAT$12.3M0.02%236,142CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDI$12.2M0.02%132,362CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$12.2M0.02%356,807CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HOLDING$12.2M0.02%345,702CommonSOLE
50189K103LCIILCI INDUSTRIES$12.0M0.02%97,941CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC CVT$12.0M0.02%79,676CommonSOLE
N14506104ESTCELASTIC NV$12.0M0.02%239,434CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$12.0M0.02%233,564CommonSOLE
946784105WAYWAYSTAR HOLDING CORP$11.9M0.02%493,203CommonSOLE
117043109BCBRUNSWICK CORP$11.9M0.02%163,222CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$11.7M0.02%324,953CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP CVTPFD 6.0$11.6M0.02%658,795CommonSOLE
05379B107AVAAVISTA CORP$11.5M0.02%287,585CommonSOLE
70805E109PNTGPENNANT GROUP INC/THE$11.5M0.02%378,305CommonSOLE
624756102MLIMUELLER INDUSTTRIES INC$11.5M0.02%104,020CommonSOLE
319383204BUSEFIRST BUSEY CORP$11.5M0.02%455,719CommonSOLE
64110D104NTAPNETAPP INC$11.5M0.02%112,235CommonSOLE
36262G101GXOGXO LOGISTICS INC$11.4M0.02%219,142CommonSOLE
68389X204ORCL 6.5 01/15/29 DORACLE CORP CVTPFD 6.5$11.3M0.02%76,607CommonSOLE
G48833118WFRDWEATHERFORD INTL$11.2M0.02%118,945CommonSOLE
42704L104HRIHERC HOLDINGS INC$11.2M0.02%112,870CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC-SUB VT$11.2M0.02%267,385CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC CVT$11.0M0.01%134,701CommonSOLE
781846209RUSHARUSH ENTERPRISES INC CL A$10.8M0.01%163,976CommonSOLE
04280AAC4ARWR 0 01/15/32ARROWHEAD RESEARCH CORP CVT$10.8M0.01%172,174CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$10.7M0.01%1,682,331CommonSOLE
89531P105TREXTREX COMPANY INC$10.7M0.01%292,831CommonSOLE
516544103LNTHLANTHEUS HOLDINGS INC$10.6M0.01%139,787CommonSOLE
30231G102XOMEXXON MOBIL CORP$10.6M0.01%62,204CommonSOLE
902681AB1UGI 5 06/01/28UGI CORP CVT$10.5M0.01%287,681CommonSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC$10.4M0.01%45,126CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$10.3M0.01%282,943CommonSOLE
032095101APHAMPHENOL CORP CL A$10.3M0.01%81,486CommonSOLE
23128Q101CURBCURBLINE PROPERTIES CORP$10.3M0.01%398,300CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$10.3M0.01%140,917CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC-A$10.0M0.01%1,462,343CommonSOLE
G4253H101JHXJAMES HARDIE INDS ADR$9.9M0.01%521,466CommonSOLE
03783C100APPFAPPFOLIO INC - A$9.8M0.01%62,318CommonSOLE
05352A100AVTRAVANTOR INC$9.7M0.01%1,241,432CommonSOLE
89055F103BLDTOPBUILD CORP$9.7M0.01%27,632CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$9.6M0.01%158,632CommonSOLE
227046109CROXCROCS INC$9.6M0.01%115,885CommonSOLE
872540109TJXTJX COMPANIES INC$9.6M0.01%59,859CommonSOLE
617446448MSMORGAN STANLEY$9.3M0.01%56,723CommonSOLE
72352L106PINSPINTEREST INC- CLASS A$9.2M0.01%501,988CommonSOLE
968223206WLYWILEY JOHN & SONS CL A$9.2M0.01%241,545CommonSOLE
124805102CBZCBIZ INC$9.1M0.01%340,203CommonSOLE
H00501108AEBIAEBI SCHMIDT HOLDING AG$9.1M0.01%940,215CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH$9.0M0.01%62,958CommonSOLE
58933Y105MRKMERCK & CO. INC.$9.0M0.01%74,671CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$9.0M0.01%301,466CommonSOLE
737446AT1POST 2.5 08/15/27POST HOLDINGS INC CVT$8.8M0.01%89,337CommonSOLE
369604301GEGENERAL ELECTRIC$8.8M0.01%31,102CommonSOLE
615369105MCOMOODYS CORP$8.7M0.01%20,046CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$8.7M0.01%476,589CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$8.6M0.01%43,558CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$8.5M0.01%30,752CommonSOLE
617700109MORNMORNINGSTAR INC$8.3M0.01%48,981CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$8.3M0.01%14,305CommonNONE
343412AJ1FLR 1.125 08/15/29FLUOR CORP CVT$8.2M0.01%175,190CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$8.1M0.01%111,612CommonSOLE
22052L104CTVACORTEVA INC$8.0M0.01%95,480CommonSOLE
922908736VUGVANGUARD GROWTH ETF$8.0M0.01%18,265CommonNONE
505336107LZBLA-Z-BOY INC$7.9M0.01%246,660CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.8M0.01%36,730CommonSOLE
420261109HWKNHAWKINS INC$7.8M0.01%50,765CommonSOLE
26441C204DUKDUKE ENERGY CORP$7.8M0.01%59,373CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSPITALITY INC$7.6M0.01%208,742CommonSOLE
049468101TEAMATLASSIAN CORP PLC-CLASS A$7.4M0.01%108,274CommonSOLE
20030N101CMCSACOMCAST CORP CL A$7.3M0.01%254,265CommonSOLE
05969A105TBBKBANCORP INC$7.2M0.01%133,862CommonSOLE
63947X101NCNONCINO INC$7.2M0.01%477,546CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$7.0M0.01%37,607CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$7.0M0.01%72,488CommonSOLE
902973304USBUS BANCORP$6.9M0.01%133,179CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE INDEX FUND$6.7M0.01%31,469CommonSOLE
02156K103OPTUOPTIMUM COMMUNICATIONS INC$6.6M0.01%5,084,853CommonSOLE
46434V407SHYGISHARES 0-5 YR HY CORP BOND$6.5M0.01%154,258CommonNONE
693475105PNCPNC FINANCIAL SERVICES$6.5M0.01%31,205CommonSOLE
464288513HYGISHARES IBOXX HIGH YIELD COR$6.5M0.01%81,550CommonNONE
375558103GILDGILEAD SCIENCES INC$6.4M0.01%46,065CommonSOLE
H2906T109GRMNGARMIN LTD$6.0M0.01%26,045CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$5.9M0.01%40,929CommonSOLE
00287Y109ABBVABBVIE INC$5.8M0.01%26,603CommonSOLE
46434V100SLQDISHARES 0-5 YR INV GRD CORP$5.7M0.01%112,759CommonNONE
92206C573VTCVANGUARD TOTAL CORPORATE BND$5.6M0.01%72,888CommonNONE
496902404KGCKINROSS GOLD CORP$5.5M0.01%180,232CommonSOLE
40171VAC4GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC CVT$5.4M0.01%36,420CommonSOLE
494368103KMBKIMBERLY CLARK$5.4M0.01%55,970CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC CVT$5.4M0.01%178,271CommonSOLE
172967424CCITIGROUP INC$5.3M0.01%46,802CommonSOLE
N07059210ASMLASML HOLDING NV$5.2M0.01%3,969CommonSOLE
291011104EMREMERSON ELEC$5.2M0.01%39,599CommonSOLE
278279104EFTEATON VANCE FLOATING RATE INCOME TRUST$4.9M0.01%458,217CommonSOLE
464287655IWMISHARES RUSSELL 2000 INDEX FUND$4.9M0.01%19,755CommonNONE
410495204HAFCHANMI FINANCIAL CORP$4.9M0.01%184,634CommonSOLE
194162103CLCOLGATE PALMOLIVE$4.8M0.01%56,308CommonSOLE
09257R101BGBBLACKSTONE STRATEGIC CREDIT$4.8M0.01%429,518CommonSOLE
464287242LQDISHARES IBOXX INVESTMENT GRA$4.7M0.01%42,876CommonNONE
67059NAK4NTNX 0.5 12/15/29NUTANIX INC CVT$4.6M0.01%121,701CommonSOLE
465741AQ9ITRI 1.375 07/15/30ITRON INC CVT$4.5M0.01%50,642CommonSOLE
803054204SAPSAP SE$4.4M0.01%25,872CommonSOLE
464286822EWWISHARES MSCI MEXICO CAPPED INV$4.4M0.01%58,815CommonNONE
969457100WMBWILLIAMS COS INC$4.4M0.01%60,689CommonSOLE
532457108LLYELI LILLY & CO$4.4M0.01%4,800CommonNONE
091941104BGTBLACKROCK FLTNG RT INC TR$4.3M0.01%403,745CommonSOLE
37960A529SHLDGLOBAL X DEFENSE TECH ETF$4.3M0.01%61,132CommonNONE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$4.3M0.01%86,049CommonSOLE
12572Q105CMECME GROUP INC.$4.2M0.01%14,377CommonSOLE
629377508NRGNRG ENERGY INC$4.2M0.01%28,450CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4.1M0.01%17,953CommonSOLE
02209S103MOALTRIA GROUP INC$4.1M0.01%62,601CommonNONE
G98239109XPXP INC - CLASS A$4.1M0.01%213,082CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP CVT$4.0M0.01%14,810CommonSOLE
097023204BA 6 10/15/27BOEING CO/THE CVTPFD 6.0$3.9M0.01%19,393CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP CVTPFD 7.25$3.7M0.00%20,473CommonSOLE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$3.7M0.00%16,027CommonSOLE
27828Q105XEFRXEATON VANCE SR FLTG RATE TR$3.7M0.00%346,682CommonSOLE
464286400EWZISHARES MSCI BRAZIL CAPPED ETF$3.6M0.00%93,219CommonNONE
020002101ALLALLSTATE CORP$3.6M0.00%17,252CommonNONE
40131MAD1GH 1.25 02/15/31GUARDANT HEALTH INC CVT$3.6M0.00%38,572CommonSOLE
09255X100XFRAXBLACKROCK FLOAT RT INCOME ST$3.5M0.00%319,349CommonSOLE
040413205ANETARISTA NETWORKS INC$3.5M0.00%28,216CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL$3.4M0.00%26,202CommonNONE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MANAGEMENT CVTPFD 6.75$3.4M0.00%30,475CommonSOLE
12503M108CBOECBOE HOLDINGS INC$3.4M0.00%11,955CommonNONE
501812AD3LCII 3 03/01/30LCI INDUSTRIES CVT$3.3M0.00%27,181CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$3.3M0.00%22,754CommonNONE
46131H107VVRINVESCO VAN KAMPEN SENIOR INCOME TRUST$3.3M0.00%1,017,485CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$3.3M0.00%311,740CommonSOLE
358039AB1FRPT 3 04/01/28FRESHPET INC$3.2M0.00%54,306CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$3.0M0.00%6,810CommonNONE
84858T772EUADSELECT STOXX EUR AER DE ETF$3.0M0.00%73,352CommonNONE
00130H105AESAES CORPORATION$2.9M0.00%209,057CommonNONE
45104G104IBNICICI BANK LTD -SP ADR$2.8M0.00%108,461CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$2.8M0.00%28,460CommonSOLE
977852AP7WOLF 2.5 06/15/31WOLFSPEED INC CVT$2.8M0.00%169,388CommonSOLE
03073E105CORCENCORA INC$2.6M0.00%8,274CommonSOLE
97785W106WOLFWOLFSPEED INC$2.6M0.00%156,639CommonSOLE
595112103MUMICRON TECHNOLOGY$2.5M0.00%7,513CommonNONE
928254101VIRTVIRTU FINANCIAL INC-CLASS A$2.5M0.00%57,289CommonNONE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTO INC CVT$2.5M0.00%165,963CommonSOLE
78463V107GLDSPDR GOLD TRUST$2.5M0.00%5,750CommonNONE
651639106NEMNEWMONT MNG$2.4M0.00%22,236CommonNONE
37950E101NORWGLOBAL X MSCI NORWAY ETF$2.3M0.00%61,190CommonNONE
46434G822EWJISHARES MSCI JAPAN ETF$2.2M0.00%26,254CommonNONE
82728C102SVCOSILVACO GROUP INC$2.2M0.00%306,583CommonSOLE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS IN CVT$2.1M0.00%28,625CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$2.1M0.00%28,876CommonNONE
69331C108PCGP G & E CORP$2.1M0.00%120,796CommonNONE
464287184FXIISHARES FTSE CHINA 25 INDEX FU$2.1M0.00%58,182CommonNONE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP CVT$2.1M0.00%24,221CommonSOLE
457187102INGRINGREDION INCORPORATED$2.0M0.00%17,796CommonNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CORP$2.0M0.00%176,666CommonSOLE
64110W102NTESNETEASE INC ADR$1.9M0.00%17,398CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$1.9M0.00%27,482CommonNONE
81762P102NOWSERVICENOW INC$1.8M0.00%17,530CommonNONE
40415F101HDBHDFC BANK LTD ADR$1.7M0.00%67,002CommonSOLE
007903107AMDADVANCED MICRO$1.6M0.00%7,943CommonNONE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS CVT$1.6M0.00%4,860CommonSOLE
536797103LADLITHIA MOTORS INC - CL A$1.6M0.00%6,264CommonNONE
46266C105IQVIQVIA HOLDINGS INC$1.5M0.00%9,045CommonNONE
58506Q109MEDPMEDPACE HOLDINGS INC$1.5M0.00%3,025CommonNONE
92206C664VTWOVANGUARD RUSSELL 2000 ETF$1.4M0.00%14,450CommonSOLE
21874C102CNMCORE & MAIN INC-CLASS A$1.3M0.00%27,166CommonNONE
036752103ELVELEVANCE HEALTH INC$1.3M0.00%4,502CommonSOLE
09256U105BSLBLACKSTONE/GSO SENIOR FLOAT$1.3M0.00%100,185CommonSOLE
46137V779PKBINVESCO DYNAMIC BLDG & CONST ETF$1.3M0.00%13,278CommonNONE
55024UAD1LITE 0.5 12/15/26LUMENTUM HOLDINGS INC 1$1.3M0.00%1,813CommonNONE
L44385109GLOBGLOBANT SA$1.3M0.00%27,451CommonSOLE
46138G698RWLINVESCO S&P 500 REVUNUE ETF$1.3M0.00%10,899CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$1.2M0.00%140,000CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$1.2M0.00%20,498CommonNONE
922908595VBKVANGUARD SMALL-CAP GRWTH ETF$1.2M0.00%4,046CommonNONE
922908611VBRVANGUARD SMALL-CAP VALUE ETF$1.2M0.00%5,557CommonNONE
04016X101ARGXARGENX SE - ADR$1.1M0.00%1,574CommonNONE
92840M102VSTVISTRA ENERGY CORP$1.1M0.00%7,645CommonNONE
833445109SNOWSNOWFLAKE INC-CLASS A$1.1M0.00%7,289CommonNONE
751212101RLRALPH LAUREN CORP$1.1M0.00%3,149CommonNONE
34959E109FTNTFORTINET INC$1.1M0.00%12,913CommonNONE
783513203RYAAYRYANAIR HLDGS ADR$1.0M0.00%17,890CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.0M0.00%6,350CommonNONE

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.