MondegarAI
Capital International Sarl

Q1 2025 · 13F-HR

Capital International Sarlholdings as filed

Filed 2025-05-12 · accession 0000732812-25-000013

$4.42B
Reported value
288
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$237.6M5.38%412,199CommonSOLE
594918104MSFTMICROSOFT CORP$218.9M4.96%583,159CommonSOLE
11135F101AVGOBROADCOM INC$169.4M3.84%1,011,652CommonSOLE
88160R101TSLATESLA INC$116.1M2.63%448,006CommonSOLE
67066G104NVDANVIDIA CORPORATION$108.1M2.45%997,834CommonSOLE
532457108LLYELI LILLY & CO$102.2M2.31%123,766CommonSOLE
64110L106NFLXNETFLIX INC$98.2M2.22%105,288CommonSOLE
023135106AMZNAMAZON COM INC$91.8M2.08%482,293CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$90.3M2.04%186,171CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$88.5M2.00%360,714CommonSOLE
037833100AAPLAPPLE INC$86.6M1.96%390,024CommonSOLE
718172109PMPHILIP MORRIS INTL INC$81.1M1.84%511,052CommonSOLE
02079K107GOOGALPHABET INC$73.6M1.67%471,153CommonSOLE
92826C839VVISA INC$63.2M1.43%180,472CommonSOLE
82509L107SHOPSHOPIFY INC$57.2M1.30%598,971CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$56.7M1.28%59,906CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$56.4M1.28%274,446CommonSOLE
58733R102MELIMERCADOLIBRE INC$55.6M1.26%28,485CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$54.3M1.23%99,141CommonSOLE
02079K305GOOGLALPHABET INC$50.0M1.13%323,134CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$49.2M1.11%10,679CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$48.1M1.09%96,707CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$47.9M1.08%755,503CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$47.6M1.08%96,035CommonSOLE
H1467J104CBCHUBB LIMITED$45.3M1.03%150,074CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$44.5M1.01%70,134CommonSOLE
855244109SBUXSTARBUCKS CORP$42.4M0.96%432,261CommonSOLE
369604301GEGE AEROSPACE$41.8M0.95%208,986CommonSOLE
G54950103LINLINDE PLC$41.1M0.93%88,218CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$40.7M0.92%639,854CommonSOLE
002824100ABTABBOTT LABS$40.2M0.91%302,971CommonSOLE
07725L102ONCBEIGENE LTD$37.8M0.86%139,005CommonSOLE
D18190898DBDEUTSCHE BANK A G$36.6M0.83%1,550,559CommonSOLE
871607107SNPSSYNOPSYS INC$36.5M0.83%85,016CommonSOLE
N07059210ASMLASML HOLDING N V$35.7M0.81%53,904CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$34.0M0.77%98,382CommonSOLE
060505104BACBANK AMERICA CORP$33.5M0.76%802,714CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$32.7M0.74%121,160CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$32.1M0.73%317,811CommonSOLE
893641100TDGTRANSDIGM GROUP INC$31.6M0.72%22,860CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$31.1M0.70%60,653CommonSOLE
G0403H108AONAON PLC$30.2M0.68%75,771CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$29.2M0.66%690,225CommonSOLE
79466L302CRMSALESFORCE INC$29.2M0.66%108,800CommonSOLE
81762P102NOWSERVICENOW INC$28.8M0.65%36,235CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$26.7M0.61%76,548CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$26.3M0.60%115,673CommonSOLE
45687V106IRINGERSOLL RAND INC$25.9M0.59%323,047CommonSOLE
235851102DHRDANAHER CORPORATION$25.7M0.58%125,149CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$25.0M0.57%113,065CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$25.0M0.57%57,115CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$24.9M0.56%150,094CommonSOLE
285512109EAELECTRONIC ARTS INC$24.3M0.55%168,176CommonSOLE
217204106CPRTCOPART INC$23.4M0.53%413,379CommonSOLE
172967424CCITIGROUP INC$23.2M0.52%326,356CommonSOLE
654106103NKENIKE INC$22.8M0.52%359,146CommonSOLE
12572Q105CMECME GROUP INC$22.6M0.51%85,080CommonSOLE
422806109HEIHEICO CORP NEW$22.4M0.51%83,921CommonSOLE
031162100AMGNAMGEN INC$21.8M0.49%69,952CommonSOLE
18915M107NETCLOUDFLARE INC$21.3M0.48%188,861CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$21.0M0.48%555,790CommonSOLE
78409V104SPGIS&P GLOBAL INC$21.0M0.48%41,403CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$20.8M0.47%312,196CommonSOLE
149123101CATCATERPILLAR INC$20.3M0.46%61,480CommonSOLE
22052L104CTVACORTEVA INC$19.9M0.45%316,819CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$19.5M0.44%37,264CommonSOLE
09260D107BXBLACKSTONE INC$19.5M0.44%139,593CommonSOLE
15135U109CVECENOVUS ENERGY INC$19.2M0.43%1,378,645CommonSOLE
36828A101GEVGE VERNOVA INC$18.5M0.42%60,610CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$17.5M0.40%1,228,552CommonSOLE
437076102HDHOME DEPOT INC$17.4M0.39%47,546CommonSOLE
443201108HWMHOWMET AEROSPACE INC$17.3M0.39%133,474CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16.2M0.37%277,093CommonSOLE
580135101MCDMCDONALDS CORP$16.2M0.37%51,791CommonSOLE
097023105BABOEING CO$16.0M0.36%93,858CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$15.7M0.35%64,242CommonSOLE
438516106HONHONEYWELL INTL INC$15.2M0.34%71,818CommonSOLE
380237107GDDYGODADDY INC$14.8M0.34%82,126CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$14.7M0.33%12,450CommonSOLE
806857108SLBSCHLUMBERGER LTD$14.4M0.33%343,928CommonSOLE
45104G104IBNICICI BANK LIMITED$13.9M0.31%440,463CommonSOLE
247361702DALDELTA AIR LINES INC DEL$13.8M0.31%316,653CommonSOLE
31428X106FDXFEDEX CORP$13.6M0.31%55,760CommonSOLE
771049103RBLXROBLOX CORP$13.5M0.31%231,288CommonSOLE
609207105MDLZMONDELEZ INTL INC$13.5M0.30%198,479CommonSOLE
988498101YUMYUM BRANDS INC$13.4M0.30%85,025CommonSOLE
N3167Y103RACEFERRARI N V$13.3M0.30%31,441CommonSOLE
049468101TEAMATLASSIAN CORPORATION$13.3M0.30%62,478CommonSOLE
09290D101BLKBLACKROCK INC$12.8M0.29%13,507CommonSOLE
595112103MUMICRON TECHNOLOGY INC$12.7M0.29%146,463CommonSOLE
98978V103ZTSZOETIS INC$12.6M0.29%76,673CommonSOLE
816851109SRESEMPRA$12.6M0.29%176,494CommonSOLE
11271J107BNBROOKFIELD CORP$12.4M0.28%237,374CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$12.1M0.27%249,910CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.6M0.26%136,949CommonSOLE
00287Y109ABBVABBVIE INC$11.5M0.26%54,794CommonSOLE
87807B107TRPTC ENERGY CORP$11.4M0.26%241,388CommonSOLE
20825C104COPCONOCOPHILLIPS$11.0M0.25%104,521CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.6M0.24%174,047CommonSOLE
038222105AMATAPPLIED MATLS INC$10.4M0.24%71,754CommonSOLE
244199105DEDEERE & CO$10.4M0.23%22,102CommonSOLE
717081103PFEPFIZER INC$9.8M0.22%386,008CommonSOLE
294429105EFXEQUIFAX INC$9.6M0.22%39,379CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.5M0.22%17,422CommonSOLE
009066101ABNBAIRBNB INC$9.4M0.21%78,674CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$9.0M0.20%93,749CommonSOLE
903731107ULSUL SOLUTIONS INC$8.7M0.20%153,680CommonSOLE
594972408MSTRMICROSTRATEGY INC$8.4M0.19%29,122CommonSOLE
983134107WYNNWYNN RESORTS LTD$8.3M0.19%99,976CommonSOLE
136385101CNQCANADIAN NAT RES LTD$8.3M0.19%269,431CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.2M0.18%38,963CommonSOLE
253651202DBDDIEBOLD NIXDORF INC$8.1M0.18%186,262CommonSOLE
136375102CNICANADIAN NATL RY CO$8.1M0.18%82,804CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8.0M0.18%53,383CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.7M0.17%38,279CommonSOLE
571903202MARMARRIOTT INTL INC NEW$7.6M0.17%32,014CommonSOLE
216648501COOCOOPER COS INC$7.6M0.17%90,127CommonSOLE
45073V108ITTITT INC$7.0M0.16%54,351CommonSOLE
452327109ILMNILLUMINA INC$7.0M0.16%87,952CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6.9M0.16%12,622CommonSOLE
75513E101RTXRTX CORPORATION$6.6M0.15%50,067CommonSOLE
15677J108DAYDAYFORCE INC$6.6M0.15%112,895CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$6.5M0.15%867,413CommonSOLE
H11356104BGBUNGE GLOBAL SA$6.4M0.15%84,354CommonSOLE
166764100CVXCHEVRON CORP NEW$6.1M0.14%36,695CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$5.9M0.13%161,879CommonSOLE
617446448MSMORGAN STANLEY$5.8M0.13%49,687CommonSOLE
682189105ONON SEMICONDUCTOR CORP$5.6M0.13%136,647CommonSOLE
95040Q104WELLWELLTOWER INC$5.4M0.12%35,317CommonSOLE
126650100CVSCVS HEALTH CORP$5.4M0.12%79,542CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5.2M0.12%28,281CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$5.1M0.12%13,782CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5.0M0.11%147,138CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.9M0.11%133,818CommonSOLE
26603R106DUOLDUOLINGO INC$4.8M0.11%15,365CommonSOLE
91912E105VALEVALE S A$4.6M0.10%462,972CommonSOLE
049560105ATOATMOS ENERGY CORP$4.6M0.10%29,803CommonSOLE
031100100AMEAMETEK INC$4.6M0.10%26,603CommonSOLE
337738108FISVFISERV INC$4.5M0.10%20,376CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$4.5M0.10%57,412CommonSOLE
44332N106HTHTH WORLD GROUP LTD$4.4M0.10%119,907CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.3M0.10%59,576CommonSOLE
983793100XPOXPO INC$4.2M0.10%39,330CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.2M0.10%37,587CommonSOLE
398438408GRFSGRIFOLS S A$4.2M0.09%586,225CommonSOLE
042068205ARMARM HOLDINGS PLC$4.2M0.09%38,914CommonSOLE
G0896C103TBBBBBB FOODS INC$4.1M0.09%154,961CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.1M0.09%13,171CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4.1M0.09%14,398CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.0M0.09%33,951CommonSOLE
00130H105AESAES CORP$4.0M0.09%319,529CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$4.0M0.09%25,382CommonSOLE
81141R100SESEA LTD$3.9M0.09%30,218CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$3.9M0.09%35,493CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.9M0.09%6,431CommonSOLE
704326107PAYXPAYCHEX INC$3.8M0.09%24,860CommonSOLE
26875P101EOGEOG RES INC$3.8M0.09%29,633CommonSOLE
482480100KLACKLA CORP$3.8M0.09%5,580CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.6M0.08%17,188CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$3.5M0.08%102,942CommonSOLE
03852U106ARMKARAMARK$3.5M0.08%101,089CommonSOLE
911363109URIUNITED RENTALS INC$3.5M0.08%5,544CommonSOLE
29414B104EPAMEPAM SYS INC$3.3M0.07%19,309CommonSOLE
351858105FNVFRANCO NEV CORP$3.2M0.07%20,565CommonSOLE
22266T109CPNGCOUPANG INC$3.2M0.07%145,936CommonSOLE
427866108HSYHERSHEY CO$3.2M0.07%18,519CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$3.2M0.07%32,253CommonSOLE
02209S103MOALTRIA GROUP INC$3.1M0.07%51,155CommonSOLE
88579Y101MMM3M CO$3.1M0.07%20,839CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3.0M0.07%17,672CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.0M0.07%53,966CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.9M0.07%13,937CommonSOLE
64110W102NTESNETEASE INC$2.9M0.07%28,057CommonSOLE
458140100INTCINTEL CORP$2.7M0.06%121,083CommonSOLE
29444U700EQIXEQUINIX INC$2.7M0.06%3,319CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.7M0.06%10,880CommonSOLE
872590104TMUST-MOBILE US INC$2.6M0.06%9,855CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2.5M0.06%133,155CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$2.5M0.06%44,293CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.5M0.06%18,011CommonSOLE
48251W104KKRKKR & CO INC$2.5M0.06%21,214CommonSOLE
373737105GGBGERDAU SA$2.4M0.05%845,688CommonSOLE
L44385109GLOBGLOBANT S A$2.4M0.05%20,396CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2.4M0.05%16,801CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.4M0.05%7,992CommonSOLE
526107107LIILENNOX INTL INC$2.4M0.05%4,197CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$2.3M0.05%36,598CommonSOLE
670100205NVONOVO-NORDISK A S$2.3M0.05%33,507CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$2.3M0.05%115,298CommonSOLE
83671M105SOBOSOUTH BOW CORP$2.3M0.05%88,958CommonSOLE
743315103PGRPROGRESSIVE CORP$2.2M0.05%7,895CommonSOLE
68389X105ORCLORACLE CORP$2.2M0.05%15,921CommonSOLE
126408103CSXCSX CORP$2.2M0.05%73,341CommonSOLE
74762E102QUREQUANTA SVCS INC$2.1M0.05%8,329CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$2.1M0.05%18,586CommonSOLE
00206R102TAT&T INC$2.1M0.05%73,211CommonSOLE
191216100KOCOCA COLA CO$2.1M0.05%28,781CommonSOLE
925652109VICIVICI PPTYS INC$2.0M0.04%59,829CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$1.9M0.04%5,861CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.9M0.04%46,828CommonSOLE
69331C108PCGPG&E CORP$1.9M0.04%110,680CommonSOLE
882508104TXNTEXAS INSTRS INC$1.8M0.04%10,095CommonSOLE
H42097107UBSUBS GROUP AG$1.8M0.04%59,554CommonNONE
05722G100BKRBAKER HUGHES COMPANY$1.8M0.04%40,998CommonSOLE
907818108UNPUNION PAC CORP$1.7M0.04%7,285CommonSOLE
097023204BA 6 10/15/27BOEING CO$1.7M0.04%28,257CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.04%6,227CommonSOLE
125896100CMSCMS ENERGY CORP$1.7M0.04%22,254CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$1.7M0.04%40,194CommonSOLE
370334104GISGENERAL MLS INC$1.6M0.04%27,567CommonSOLE
780287108RGLDROYAL GOLD INC$1.6M0.04%10,046CommonSOLE
26884L109EQTEQT CORP$1.6M0.04%30,675CommonSOLE
722304102PDDPDD HOLDINGS INC$1.6M0.04%13,728CommonSOLE
29364G103ETRENTERGY CORP NEW$1.6M0.04%18,642CommonSOLE
912008109USFDUS FOODS HLDG CORP$1.6M0.04%24,140CommonSOLE
067901108ABXBARRICK GOLD CORP$1.6M0.04%80,670CommonSOLE
406216101HALHALLIBURTON CO$1.6M0.04%61,435CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.6M0.04%2,955CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.5M0.03%8,757CommonSOLE
92338C103VLTOVERALTO CORP$1.5M0.03%15,638CommonSOLE
92540K109VTMXVESTA REAL ESTATE CORP$1.5M0.03%66,097CommonSOLE
89400J107TRUTRANSUNION$1.4M0.03%17,303CommonSOLE
78709Y105SAIASAIA INC$1.4M0.03%4,015CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.03%11,087CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.3M0.03%10,197CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$1.3M0.03%159,239CommonSOLE
40415F101HDBHDFC BANK LTD$1.3M0.03%19,684CommonSOLE
714046109RVTYREVVITY INC$1.3M0.03%12,024CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.03%6,723CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.2M0.03%4,974CommonSOLE
125523100CITHE CIGNA GROUP$1.2M0.03%3,644CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.2M0.03%8,057CommonSOLE
012653101ALBALBEMARLE CORP$1.2M0.03%16,556CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$1.2M0.03%35,093CommonSOLE
337932107FEFIRSTENERGY CORP$1.2M0.03%29,272CommonSOLE
48268K101KTKT CORP$1.2M0.03%65,788CommonSOLE
254687106DISDISNEY WALT CO$1.1M0.03%11,311CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.1M0.02%27,980CommonSOLE
422806208HEI/AHEICO CORP NEW$1.1M0.02%4,998CommonSOLE
G3922B107GGENPACT LIMITED$1.0M0.02%20,551CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.0M0.02%4,334CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$974,7880.02%6,097CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$947,5730.02%13,723CommonSOLE
233331107DTEDTE ENERGY CO$934,0140.02%6,755CommonSOLE
742718109PGPROCTER AND GAMBLE CO$931,3450.02%5,465CommonSOLE
949746101WMT2WELLS FARGO CO NEW$924,8710.02%12,883CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$921,1170.02%10,262CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$918,2720.02%4,220CommonSOLE
115236101BROBROWN & BROWN INC$911,8520.02%7,330CommonSOLE
256677105DGDOLLAR GEN CORP NEW$888,7960.02%10,108CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$883,7120.02%5,321CommonSOLE
032654105ADIANALOG DEVICES INC$856,6940.02%4,248CommonSOLE
036752103ELVELEVANCE HEALTH INC$815,5500.02%1,875CommonSOLE
00724F101ADBEADOBE INC$785,8530.02%2,049CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$778,6010.02%39,244CommonSOLE
48581R205KSPIKASPI KZ JSC$777,3400.02%8,372CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$760,1640.02%4,163CommonSOLE
48553T106BZKANZHUN LIMITED$745,2530.02%38,876CommonSOLE
23331A109DHID R HORTON INC$718,1570.02%5,649CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$650,0810.01%5,905CommonSOLE
G6683N103NUNU HLDGS LTD$577,7610.01%56,422CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$577,6670.01%5,252CommonSOLE
G87052109TELTE CONNECTIVITY PLC$556,6590.01%3,939CommonSOLE
58933Y105MRKMERCK & CO INC$556,1530.01%6,196CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$550,4090.01%10,936CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$532,4780.01%15,857CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$526,4830.01%6,572CommonSOLE
01741R102ATIATI INC$524,8270.01%10,087CommonSOLE
256746108DLTRDOLLAR TREE INC$506,4220.01%6,746CommonSOLE
G1466R173BORRBORR DRILLING LTD$487,3930.01%222,554CommonSOLE
87612E106TGTTARGET CORP$481,1000.01%4,610CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$473,3960.01%13,279CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$451,1710.01%4,877CommonSOLE
478160104JNJJOHNSON & JOHNSON$443,6220.01%2,675CommonSOLE
91879Q109MTNVAIL RESORTS INC$426,7730.01%2,667CommonSOLE
892672106TWTRADEWEB MKTS INC$425,0410.01%2,863CommonSOLE
87241L109TFIITFI INTL INC$401,6870.01%5,188CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$346,7490.01%76,545CommonSOLE
260557103DOWDOW INC$344,6250.01%9,869CommonSOLE
G5960L103MDTMEDTRONIC PLC$319,9020.01%3,560CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$319,7210.01%1,638CommonSOLE
22822V101CCICROWN CASTLE INC$316,9630.01%3,041CommonSOLE
518439104ELLAUDER ESTEE COS INC$316,4700.01%4,795CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$304,2320.01%6,800CommonSOLE
607828100MODMODINE MFG CO$263,7130.01%3,436CommonSOLE
693718108PCARPACCAR INC$245,4700.01%2,521CommonSOLE
G29183103ETNEATON CORP PLC$234,0460.01%861CommonSOLE
N72482206QGENQIAGEN NV$203,2710.00%5,131CommonNONE

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.