MondegarAI
Mediolanum International Funds Ltd

Q3 2024 · 13F-HR

Mediolanum International Funds Ltdholdings as filed

Filed 2024-10-23 · accession 0000897069-24-002029

$7.18B
Reported value
429
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$508.5M7.08%2,235,966CommonSOLE
594918104MSFTMICROSOFT CORP$439.7M6.12%1,028,914CommonSOLE
67066G104NVDANVIDIA CORP.$429.9M5.98%3,547,195CommonSOLE
30303M102METAMETA PLATFORMS REGISTERD SHS A$179.2M2.49%316,321CommonSOLE
02079K305GOOGLALPHABET INC -A-$172.0M2.39%1,050,909CommonSOLE
023135106AMZNAMAZON COM INC$139.8M1.95%744,936CommonSOLE
N07059210ASMLASML HOLDING NV$126.0M1.75%149,023CommonSOLE
02079K107GOOGALPHABET INC -C-$122.2M1.70%740,688CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$120.4M1.68%207,191CommonSOLE
532457108LLYLILLY (ELI) & CO$101.5M1.41%115,877CommonSOLE
670100205NVONOVO NORDISK AS -B-$98.8M1.37%828,479CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$94.5M1.32%270,766CommonSOLE
58933Y105MRKMERCK & CO INC NEW COMMON$88.0M1.22%775,100CommonSOLE
038222105AMATAPPLIED MATERIALS INC$83.9M1.17%410,281CommonSOLE
11135F101AVGOBROADCOM INC$80.2M1.12%465,338CommonSOLE
30231G102XOMEXXON MOBIL CORP$74.8M1.04%646,894CommonSOLE
79466L302CRMSALESFORCE --- REGISTERED SHS$72.8M1.01%263,740CommonSOLE
57636Q104MAMASTERCARD INC. SHS-A-$68.2M0.95%138,467CommonSOLE
00724F101ADBEADOBE INC$66.2M0.92%128,660CommonSOLE
88160R101TSLATESLA INC$56.6M0.79%217,820CommonSOLE
478160104JNJJOHNSON & JOHNSON$52.9M0.74%328,170CommonSOLE
654106103NKENIKE INC -B-$51.0M0.71%571,686CommonSOLE
046353108AZNNASTRAZENECA /SPONS.ADR$49.0M0.68%350,093CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$48.4M0.67%230,287CommonSOLE
92826C839VVISA INC -A$46.3M0.65%168,715CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$44.7M0.62%190,806CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO.$41.6M0.58%401,623CommonSOLE
G25508105CRHCRH PLC$41.4M0.58%447,891CommonSOLE
742718109PGPROCTER & GAMBLE CO.$40.9M0.57%235,959CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$40.6M0.57%66,209CommonSOLE
053015103ADPAUTOMATIC DATA PROCES.$40.2M0.56%147,497CommonSOLE
20825C104COPCONOCOPHILLIPS$40.0M0.56%382,825CommonSOLE
437076102HDHOME DEPOT INC.$39.3M0.55%98,593CommonSOLE
98978V103ZTSZOETIS INC -A-$38.8M0.54%199,429CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$38.7M0.54%143,167CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP.$38.0M0.53%456,972CommonSOLE
461202103INTUINTUIT$37.5M0.52%60,758CommonSOLE
384802104GWWWW GRAINGER INC$37.2M0.52%35,979CommonSOLE
00287Y109ABBVABBVIE INC$36.7M0.51%188,932CommonSOLE
337738108FISVFISERV INC.$36.0M0.50%202,231CommonSOLE
17275R102CSCOCISCO SYSTEMS INC.$34.2M0.48%646,830CommonSOLE
767204100RIORIO TINTO PLC /REG$33.6M0.47%472,676CommonSOLE
060505104BACBANK OF AMERICA CORP$33.4M0.46%847,856CommonSOLE
747525103QCOMQUALCOMM INC.$32.8M0.46%192,943CommonSOLE
075887109BDXBECTON DICKINSON & CO.$32.4M0.45%134,362CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$32.3M0.45%196,770CommonSOLE
149123101CATCATERPILLAR INC.$31.6M0.44%80,847CommonSOLE
482480100KLACKLA CORPORATION$31.5M0.44%40,343CommonSOLE
G0403H108AONAON PLC -A-$31.1M0.43%89,520CommonSOLE
032654105ADIANALOG DEVICES INC$30.9M0.43%133,233CommonSOLE
45866F104ICEINTERCONT EXCH$30.6M0.43%192,929CommonSOLE
80105N105SNYSANOFI$30.0M0.42%260,877CommonSOLE
219948106CPAYCORPAY INC$29.9M0.42%96,082CommonSOLE
88579Y101MMM3M CO$29.8M0.42%217,572CommonSOLE
G54950103LINLINDE PLC$29.2M0.41%61,017CommonSOLE
64110L106NFLXNETFLIX INC$29.0M0.40%41,101CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$28.9M0.40%32,711CommonSOLE
404280406HSBCHSBC HOLDINGS PLC$28.2M0.39%3,095,699CommonSOLE
94106L109WMWASTE MANAGEMENT INC$28.1M0.39%136,887CommonSOLE
254687106DISWALT DISNEY COMPANY$28.0M0.39%291,601CommonSOLE
548661107LOWLOWE S COMPANIES INC.$27.2M0.38%101,955CommonSOLE
166764100CVXCHEVRON CORPORATION$26.7M0.37%183,729CommonSOLE
G5960L103MDTMEDTRONIC HOLDINGS LIMITED$26.1M0.36%292,515CommonSOLE
90353T100UBERUBER TECH --- REGISTERED SHS$26.0M0.36%343,221CommonSOLE
743315103PGRPROGRESSIVE CORP$25.6M0.36%102,071CommonSOLE
66987V109NVSNOVARTIS AG BASEL/NAM.$24.1M0.34%207,506CommonSOLE
931142103WMTWALMART INC$24.0M0.33%300,776CommonSOLE
835699307SONYSONY GROUP REGISTERED SHS$22.7M0.32%1,133,500CommonSOLE
550021109LULULULULEMON ATHLETICA INC$22.6M0.32%80,946CommonSOLE
191216100KOCOCA-COLA CO.$22.5M0.31%313,902CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - B$22.1M0.31%48,340CommonSOLE
244199105DEDEERE & CO.$21.6M0.30%51,750CommonSOLE
494368103KMBKIMBERLY CLARK CORP$21.5M0.30%151,424CommonSOLE
872540109TJXTJX COMPANIES INC$21.5M0.30%183,038CommonSOLE
713448108PEPPEPSICO INC$21.4M0.30%126,094CommonSOLE
81762P102NOWSERVICENOW INC$20.7M0.29%23,531CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$20.6M0.29%106,332CommonSOLE
949746101WMT2WELLS FARGO & CO$20.6M0.29%369,066CommonSOLE
G0450A105ACGLARCH CAPITAL GP LTD BERMUDA$20.4M0.28%180,120CommonSOLE
031100100AMEAMETEK INC$20.3M0.28%118,455CommonSOLE
452308109ITWILLINOIS TOOL WORKS$20.2M0.28%76,798CommonSOLE
580135101MCDMCDONALD S CORP.$20.2M0.28%66,680CommonSOLE
002824100ABTABBOTT LABORATORIES INC$20.2M0.28%179,802CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$20.0M0.28%41,827CommonSOLE
58155Q103MCKMCKESSON CORP$19.8M0.28%40,645CommonSOLE
68389X105ORCLORACLE CORP$19.0M0.26%112,582CommonSOLE
055622104BPBP PLC$18.6M0.26%3,582,290CommonSOLE
05352A100AVTRAVANTOR INC$18.6M0.26%721,736CommonSOLE
780259305SHELSHELL RG REGISTERED SHS$18.3M0.26%565,189CommonSOLE
863667101SYKSTRYKER CORP.$18.1M0.25%50,248CommonSOLE
872590104TMUST-MOBILE US INC$17.9M0.25%87,355CommonSOLE
34959E109FTNTFORTINET$17.8M0.25%229,812CommonSOLE
803054204SAPSAP SE NPV$17.4M0.24%75,687CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC.$17.0M0.24%34,258CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$16.9M0.24%322,484CommonSOLE
58733R102MELIMERCADOLIBRE INC$16.9M0.24%8,192CommonSOLE
78409V104SPGIS&P GLOBAL SHS$16.9M0.23%32,966CommonSOLE
088606108BHPBHP GROUP LTD$16.7M0.23%538,693CommonSOLE
G8473T100STESTERIS PLC$16.6M0.23%69,567CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$16.5M0.23%256,193CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$16.0M0.22%56,155CommonSOLE
294429105EFXEQUIFAX INC$15.9M0.22%54,744CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.8M0.22%352,886CommonSOLE
01609W102BABAALIBABA GROUP HOLDING LTD /ADR$15.6M0.22%145,333CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.5M0.22%144,390CommonSOLE
369604301GEGE AEROSPACE RG$15.4M0.22%83,458CommonSOLE
871829107SYYSYSCO CORP.$15.4M0.21%198,877CommonSOLE
03073E105CORCENCORA INC$15.3M0.21%68,340CommonSOLE
03769M106APOAPOLLO GLB MGMT RG$15.1M0.21%120,256CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$15.1M0.21%16,334CommonSOLE
03076C106AMPAMERIPRISE FINANC. /WH.I$14.7M0.20%31,352CommonSOLE
92537N108VRTVERTIV HOLDINGS LLC NPV$14.6M0.20%148,951CommonSOLE
74460D109PSAPUBLIC STORAGE$14.6M0.20%40,898CommonSOLE
02209S103MOALTRIA GROUP$14.5M0.20%285,003CommonSOLE
H1467J104CBCHUBB LTD$14.5M0.20%50,055CommonSOLE
670346105NUENUCOR CORP.$14.5M0.20%96,428CommonSOLE
233331107DTEDTE ENERGY COMPANY$14.4M0.20%112,846CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14.1M0.20%158,132CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC.$13.9M0.19%27,269CommonSOLE
962166104WYWEYERHAEUSER CO$13.8M0.19%410,727CommonSOLE
65339F101NEENEXTERA ENERGY$13.6M0.19%160,766CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$13.6M0.19%264,525CommonSOLE
925652109VICIVICI PROPERTIES INC REIT$13.4M0.19%405,591CommonSOLE
363576109AJGGALLAGHER CO ARTHUR J.$13.3M0.19%47,761CommonSOLE
00846U101AAGILENT TECHNOLOGIES$13.2M0.18%89,390CommonSOLE
126408103CSXCSX CORP.$13.2M0.18%383,224CommonSOLE
91913Y100VLOVALERO ENER. CORP$13.0M0.18%96,126CommonSOLE
92343E102VRSNVERISIGN INC$12.9M0.18%67,916CommonSOLE
759530108RELXRELX PLC$12.9M0.18%270,147CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$12.8M0.18%33,626CommonSOLE
871607107SNPSSYNOPSYS INC.$12.8M0.18%24,909CommonSOLE
217204106CPRTCOPART INC$12.6M0.18%242,396CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNCTINS INC -A-$12.6M0.17%180,857CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$12.5M0.17%59,326CommonSOLE
693718108PCARPACCAR INC.$12.5M0.17%127,280CommonSOLE
23331A109DHIDR HORTON INC$12.4M0.17%65,157CommonSOLE
22160N109CSGPCOSTAR GROUP INC$12.1M0.17%161,913CommonSOLE
142339100CSLCARLISLE COS INC$11.9M0.17%26,706CommonSOLE
285512109EAELECTRONIC ARTS$11.8M0.16%81,434CommonSOLE
89151E109TTENTOTALENERGIES SE$11.5M0.16%174,263CommonSOLE
704326107PAYXPAYCHEX INC.$11.4M0.16%86,067CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP.$11.4M0.16%46,396CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$11.4M0.16%2,685CommonSOLE
380237107GDDYGODADDY INC$11.2M0.16%72,094CommonSOLE
040413106ANETEURARISTA NETWORKS INC$11.2M0.16%29,449CommonSOLE
07831C103BRBRBELLRNG BRNDS RG-WI$11.1M0.16%182,694CommonSOLE
617446448MSMORGAN STANLEY$11.1M0.15%106,459CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$11.0M0.15%183,849CommonSOLE
N82405106STLASTELLANTIS N.V. RG$10.9M0.15%670,893CommonSOLE
16411Q101CQPCHENIERE ENERGY$10.9M0.15%60,537CommonSOLE
026874784AIGAIG$10.8M0.15%147,952CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$10.8M0.15%189,236CommonSOLE
81141R100SESEA LTD /ADR$10.7M0.15%113,767CommonSOLE
125523100CITHE CIGNA RG SHS$10.6M0.15%30,659CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$10.6M0.15%84,080CommonSOLE
205887102CAGCONAGRA BRANDS INC$10.5M0.15%325,060CommonSOLE
92345Y106VRSKVERISK ANLYTCS$10.3M0.14%39,066CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC.$10.2M0.14%49,211CommonSOLE
26875P101EOGEOG RESOURCES INC.$10.2M0.14%83,043CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10.1M0.14%67,633CommonSOLE
745867101PHMPULTEGROUP INC$10.0M0.14%69,771CommonSOLE
G29183103ETNEATON CORPORATION PUBLIC LTD$10.0M0.14%30,404CommonSOLE
247361702DALDELTA AIR LINES$9.9M0.14%193,212CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$9.9M0.14%200,123CommonSOLE
74435K204PUKPRUDENTIAL PLC$9.9M0.14%1,052,023CommonSOLE
302130109EXPDEXPEDITORS INTL WASH.$9.8M0.14%76,103CommonSOLE
20030N101CMCSACOMCAST CORP/-A-$9.5M0.13%228,969CommonSOLE
466313103JBLJABIL INC$9.3M0.13%76,102CommonSOLE
G3223R108EGEVEREST GROUP RG REGISTERED SHS$9.2M0.13%23,440CommonSOLE
867224107SUSUNCOR ENERGY$9.2M0.13%250,849CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC CL A$9.2M0.13%478,006CommonSOLE
92338C103VLTOVERALTO RG-WI$9.0M0.13%81,682CommonSOLE
12504L109CBRECBRE GROUP -A-$9.0M0.12%72,955CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$8.8M0.12%41,939CommonSOLE
90384S303ULTAULTA BEAUTY INC$8.7M0.12%21,583CommonSOLE
086516101BBYBEST BUY CO INC.$8.6M0.12%84,377CommonSOLE
252131107DXCMDEXCOM INC$8.6M0.12%127,725CommonSOLE
04016X101ARGXARGEN-X N.V. /ADR$8.5M0.12%15,984CommonSOLE
88031M109TSTENARIS RG$8.5M0.12%538,820CommonSOLE
92857W308VODVODAFONE GROUP PLC$8.4M0.12%8,255,100CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$8.3M0.12%50,601CommonSOLE
629377508NRGNRG ENERGY INC$8.2M0.11%90,162CommonSOLE
73278L105POOLPOOL CORP$8.1M0.11%21,910CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.1M0.11%5,752CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEM INC$8.0M0.11%17,511CommonSOLE
456837103INGING GROUP NV$8.0M0.11%432,103CommonSOLE
717081103PFEPFIZER INC.$7.9M0.11%271,867CommonSOLE
23804L103DDOGDATADOG INC$7.9M0.11%68,884CommonSOLE
98980G102ZSZSCALER INC$7.8M0.11%45,754CommonSOLE
256163106DOCUDOCUSIGN INC$7.8M0.11%126,748CommonSOLE
891160509TDTORONTO DOMINION BK$7.8M0.11%122,891CommonSOLE
806857108SLBSCHLUMBERGER LTD$7.7M0.11%181,559CommonSOLE
861012102STMSTMICROELECTRONICS NV$7.6M0.11%249,233CommonSOLE
636274409NGGNATIONAL GRID PLC$7.6M0.11%545,731CommonSOLE
64110D104NTAPNETAPP INC$7.5M0.10%62,207CommonSOLE
G7709Q104RPRXROYAL PHARM RG -A$7.5M0.10%265,572CommonSOLE
690742101OCOWENS CORNING INC$7.4M0.10%42,670CommonSOLE
69608A108PLTRPALANTIR TCHNL-A RG$7.3M0.10%199,354CommonSOLE
031162100AMGNAMGEN INC$7.3M0.10%22,550CommonSOLE
443201108HWMHOWMET AERSPC RG$7.3M0.10%73,246CommonSOLE
N6596X109NXPINXP SEMICONDUCTOR$7.2M0.10%29,635CommonSOLE
904767704UNILEVER PLC$7.2M0.10%109,393CommonSOLE
03831W108APPAPPLOVIN RG-A$7.2M0.10%56,156CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$7.1M0.10%20,762CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.0M0.10%43,694CommonSOLE
372303206GMABGENMAB A/S$7.0M0.10%28,661CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.9M0.10%23,133CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.9M0.10%59,902CommonSOLE
36262G101GXOGXO LOGISTICS INC$6.8M0.09%130,870CommonSOLE
125269100CFCF INDUSTRIES HOLDING INC$6.8M0.09%79,309CommonSOLE
29444U700EQIXEQUINIX INC /REIT$6.7M0.09%7,614CommonSOLE
311900104FASTFASTENAL$6.6M0.09%92,779CommonSOLE
21871X109CRBGCOREBRIDGE FINL RG$6.6M0.09%228,681CommonSOLE
50212V100LPLALPL INVESTMENT HOLDINGS INC$6.6M0.09%28,548CommonSOLE
459200101IBMIBM CORP$6.6M0.09%29,811CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$6.5M0.09%38,561CommonSOLE
H11356104BGBUNGE GLOBAL N$6.4M0.09%65,843CommonSOLE
682189105ONON SEMICONDUCTOR CORP$6.4M0.09%86,161CommonSOLE
25243Q205DEODIAGEO PLC$6.3M0.09%178,105CommonSOLE
892331307TMTOYOTA MOTOR CORP$6.3M0.09%328,500CommonSOLE
874054109TTWOTAKE TWO INTERACT. SOFTWARE$6.2M0.09%40,703CommonSOLE
29446M102EQNREQUINOR ASA$6.2M0.09%247,759CommonSOLE
31620M106FISFIDELITY NATL INFORM SERV$6.1M0.09%73,708CommonSOLE
25179M103DVNDEVON ENERGY CORP.(NEW)$6.1M0.08%156,490CommonSOLE
G0176J109ALLEALLEGION PLC$6.0M0.08%41,676CommonSOLE
37733W204GSKGSK PLC$6.0M0.08%289,687CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$5.8M0.08%37,871CommonSOLE
907818108UNPUNION PACIFIC CORP.$5.8M0.08%23,920CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.8M0.08%17,292CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$5.8M0.08%13,235CommonSOLE
74340W103PLDPROLOGIS INC$5.7M0.08%45,261CommonSOLE
639057207NWGNATWEST GRP RG$5.7M0.08%1,220,071CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$5.6M0.08%44,810CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$5.6M0.08%20,042CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$5.6M0.08%50,853CommonSOLE
749685103RPMRPM INTERNATIONAL INC$5.6M0.08%45,223CommonSOLE
592688105MTDMETTLER TOLEDO INTL INC.$5.3M0.07%3,611CommonSOLE
760125104RTORENTOKIL INITIAL PLC$5.2M0.07%1,033,458CommonSOLE
92939U106WECWEC ENERGY GROUP INC.$5.2M0.07%54,807CommonSOLE
375558103GILDGILEAD SCIENCES INC.$5.1M0.07%61,662CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$5.1M0.07%13,416CommonSOLE
366651107ITGARTNER INC.$5.1M0.07%9,993CommonSOLE
98389B100XELXCEL ENERGY INC$5.1M0.07%78,425CommonSOLE
59156R108METMETLIFE INC$5.0M0.07%61,196CommonSOLE
11259V106BROOKFIELD RENEWABLE CORP NPV -A-$5.0M0.07%151,854CommonSOLE
22822V101CCICROWN CASTLE INC$5.0M0.07%42,669CommonSOLE
45167R104IEXIDEX CORP$5.0M0.07%23,074CommonSOLE
032095101APHAMPHENOL CORPORATION -A-$4.9M0.07%75,516CommonSOLE
87971M103TUTELUS CORP$4.9M0.07%291,200CommonSOLE
03743Q108APAAPA CORPORATION$4.9M0.07%198,285CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC WI$4.8M0.07%65,198CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$4.8M0.07%39,869CommonSOLE
277432100EMNEASTMAN CHEMICAL CO$4.7M0.07%42,196CommonSOLE
15135B101CNCCENTENE CORP. DE$4.7M0.07%62,858CommonSOLE
303250104FICOFAIR ISAAC CORP$4.6M0.06%2,414CommonSOLE
12514G108CDWCDW CORP$4.6M0.06%20,434CommonSOLE
235851102DHRDANAHER CORP$4.6M0.06%16,591CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC SHS$4.5M0.06%26,414CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$4.5M0.06%88,527CommonSOLE
75886F107REGNREGENERON PHARMA. INC.$4.4M0.06%4,225CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$4.4M0.06%121,651CommonSOLE
718172109PMPHILIP MORRIS INT.$4.4M0.06%36,359CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.4M0.06%8,328CommonSOLE
21036P108STZCONSTELLATION BRAND -A-$4.3M0.06%16,782CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$4.3M0.06%237,336CommonSOLE
052769106ADSKAUTODESK INC.$4.3M0.06%15,696CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4.2M0.06%10,556CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$4.2M0.06%17,603CommonSOLE
260003108DOVDOVER CORP.$4.1M0.06%21,514CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4.1M0.06%41,735CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$4.0M0.06%4,531CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$4.0M0.06%212,304CommonSOLE
336433107FSLRFIRST SOLAR INC$4.0M0.06%15,676CommonSOLE
55354G100MSCIMSCI INC -A-$3.9M0.05%6,863CommonSOLE
67077M108NTRNUTRIEN LTD$3.9M0.05%80,001CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$3.8M0.05%32,928CommonSOLE
988498101YUMYUM BRANDS SHS$3.8M0.05%27,073CommonSOLE
H50430232LOGILOGITECH INTL SA$3.8M0.05%42,254CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$3.7M0.05%113,966CommonSOLE
88339J105TTDTHE TRADE DESK INC$3.7M0.05%33,807CommonSOLE
570535104MKLMARKEL GROUP INC$3.7M0.05%2,346CommonSOLE
N53745100LYBLYONDELLBASELL IND NV -A-$3.6M0.05%37,503CommonSOLE
620076307MSIMOTOROLA SOLTN/EX-DISTR$3.6M0.05%8,061CommonSOLE
28176E108EWEDWARDS LIFESCIENCES$3.6M0.05%53,986CommonSOLE
75513E101RTXRTX CORPORATION$3.5M0.05%29,400CommonSOLE
049468101TEAMATLASSIAN CORP$3.5M0.05%21,745CommonSOLE
05577W200DOOBRP INC SUB VTG SHS$3.5M0.05%57,438CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC.$3.5M0.05%6,448CommonSOLE
74762E102QUREQUANTA SERVICES INC$3.5M0.05%11,709CommonSOLE
911312106UPSUTD PARCEL SERVICE INC -B-$3.5M0.05%25,821CommonSOLE
N3167Y103RACEFERRARI N.V.$3.4M0.05%7,275CommonSOLE
29250N105ENBENBRIDGE INC.$3.4M0.05%83,840CommonSOLE
760759100RSGREPUBLIC SERVICES INC.$3.3M0.05%16,541CommonSOLE
D18190898DBDEUTSCHE BANK AG /NAM.$3.3M0.05%188,774CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$3.2M0.05%16,531CommonSOLE
526057104LENLENNAR CORP. -A-$3.2M0.05%17,365CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUN.$3.0M0.04%19,320CommonSOLE
03938L203MTARCELORMITTAL SA$3.0M0.04%116,317CommonSOLE
053611109AVYAVERY DENNISON CORP$3.0M0.04%13,611CommonSOLE
87612G101TRGPTARGA RESOURCES$3.0M0.04%20,569CommonSOLE
256677105DGDOLLAR GENERAL CORPORATION$2.8M0.04%32,492CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.8M0.04%10,198CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$2.7M0.04%9,955CommonSOLE
855244109SBUXSTARBUCKS CORP.$2.7M0.04%27,977CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$2.7M0.04%59,788CommonSOLE
29452E101EQHEQUITABLE HLDG RG$2.7M0.04%63,856CommonSOLE
761152107RMDRESMED INC$2.7M0.04%11,119CommonSOLE
136385101CNQCANADIAN NAT. RESOURCES$2.6M0.04%79,468CommonSOLE
067901108ABXBARRICK GOLD CORP$2.6M0.04%129,691CommonSOLE
773903109ROKROCKWELL AUTOMATION$2.6M0.04%9,705CommonSOLE
351858105FNVFRANCO-NEVADA CORP$2.5M0.04%20,038CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$2.4M0.03%5,299CommonSOLE
260557103DOWDOW INC$2.4M0.03%44,425CommonSOLE
780087102RYROYAL BANK OF CANADA$2.4M0.03%19,419CommonSOLE
47030M106JAMES HARDIE IND PLC / CUFS$2.4M0.03%60,601CommonSOLE
29084Q100EMEEMCOR GROUP INC.$2.3M0.03%5,463CommonSOLE
05946K101BBVABCO BILBAO VIZ.ARGENTARIA/NAM.$2.3M0.03%207,112CommonSOLE
443510607HUBBHUBBELL INC$2.3M0.03%5,360CommonSOLE
29355A107ENPHENPHASE ENERGY INC SHS$2.3M0.03%19,812CommonSOLE
22052L104CTVACORTEVA INC$2.3M0.03%38,810CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.3M0.03%36,220CommonSOLE
M98068105WIXWIX.COM LTD$2.3M0.03%13,400CommonSOLE
92840M102VSTVISTRA REGISTERED SHS$2.2M0.03%19,021CommonSOLE
526107107LIILENNOX INTERNATIONAL INC.$2.2M0.03%3,696CommonSOLE
315616102FFIVF5 INC$2.2M0.03%10,115CommonSOLE
90138F102TWLOTWILIO INC -A-$2.2M0.03%33,824CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON$2.2M0.03%13,434CommonSOLE
31428X106FDXFEDEX CORP.$2.2M0.03%8,079CommonSOLE
571903202MARMARRIOTT INTL INC. -A-$2.2M0.03%8,538CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$2.1M0.03%27,621CommonSOLE
61945C103MOSMOSAIC CO$2.1M0.03%76,922CommonSOLE
H2906T109GRMNGARMIN$2.1M0.03%11,840CommonSOLE
40434L105HPQHP INC$2.0M0.03%57,919CommonSOLE
718546104PSXPHILLIPS 66$2.0M0.03%15,150CommonSOLE
703481101PTENPATTERSON UTI ENERGY INC$2.0M0.03%257,799CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUPINC$2.0M0.03%99,200CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1.9M0.03%6,261CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$1.9M0.03%1,699CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.9M0.03%7,415CommonSOLE
759509102RSRELIANCE INC$1.9M0.03%6,521CommonSOLE
941848103WATWATERS CORPORATION$1.9M0.03%5,250CommonSOLE
150870103CECELANESE RG$1.8M0.03%13,206CommonSOLE
436440101HO1HOLOGIC INC$1.8M0.03%22,429CommonSOLE
91307C102UTHRUTD THERAPEUTICS CORP (DE)$1.7M0.02%4,804CommonSOLE
384109104GGGGRACO INC$1.7M0.02%19,476CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROUP PLC$1.7M0.02%15,209CommonSOLE
655663102NDSNNORDSON CORP$1.6M0.02%6,217CommonSOLE
237194105DRIDARDEN RESTAURANTS$1.6M0.02%9,678CommonSOLE
681919106OMCOMNICOM GROUP INC$1.6M0.02%15,265CommonSOLE
45337C102INCYINCYTE CORPORATION$1.6M0.02%23,637CommonSOLE
45784P101PODDINSULET CORP$1.6M0.02%6,701CommonSOLE
422806109HEIHEICO CORP$1.5M0.02%5,956CommonSOLE
43300A203HLTHILTON INC$1.5M0.02%6,502CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$1.5M0.02%7,401CommonSOLE
682680103OKEONEOK INC (NEW)$1.5M0.02%16,450CommonSOLE
29476L107EQREQUITY RESIDENTIAL SBI$1.5M0.02%20,064CommonSOLE
42809H107HESHESS CORP$1.5M0.02%11,074CommonSOLE
701094104PHPARKER-HANNIFIN$1.5M0.02%2,335CommonSOLE
784117103SEICSEI INVESTMENTS CO$1.4M0.02%20,659CommonSOLE
62944T105NVRNVR INC$1.4M0.02%147CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER CO.INC$1.4M0.02%13,826CommonSOLE
15135U109CVECENOVUS ENERGY$1.4M0.02%84,024CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1.4M0.02%33,757CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.4M0.02%27,257CommonSOLE
406216101HALHALLIBURTON CO$1.4M0.02%48,457CommonSOLE
278865100ECLECOLAB INC.$1.4M0.02%5,385CommonSOLE
540424108LLOEWS CORP$1.4M0.02%17,209CommonSOLE
87241L109TFIITFI INTERNATIONAL INC$1.3M0.02%9,758CommonSOLE
87807B107TRPTC ENERGY CORPORATION$1.3M0.02%28,021CommonSOLE
278642103EBAYEBAY INC$1.3M0.02%20,208CommonSOLE
427866108HSYTHE HERSHEY CO$1.2M0.02%6,434CommonSOLE
G4766E116INDVINDIVIOR PLC$1.2M0.02%124,624CommonSOLE
05964H105SANBANCO SANTANDER --- REG.SHS$1.2M0.02%233,079CommonSOLE
00206R102TAT & T$1.2M0.02%53,976CommonSOLE
92936U109WPCWP CAREY INC REIT$1.1M0.02%17,710CommonSOLE
49456B101KMIKINDER MORGAN INC$1.1M0.02%50,594CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.1M0.02%10,852CommonSOLE
31620R303FNFFID NAT FIN-A- FNF GROUP$1.1M0.02%17,786CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.1M0.01%20,990CommonSOLE
458140100INTCINTEL CORP.$1.0M0.01%43,806CommonSOLE
35137L105FOXAFOX --- REGISTERED SHS -A-$1.0M0.01%24,712CommonSOLE
243537107DECKDECKERS OUTDOOR CORP.$1.0M0.01%6,402CommonSOLE
82509L107SHOPSHOPIFY INC$991,8900.01%12,508CommonSOLE
30050E105EVOEVOTEC SE NPV$984,6990.01%140,383CommonSOLE
565849106MRO*MARATHON OIL CORP.$973,6970.01%36,832CommonSOLE
09062X103BIIBBIOGEN INC$950,9440.01%4,893CommonSOLE
74624M102PPURE STORAGE INC$923,2940.01%18,706CommonSOLE
668771108GENGEN DIGITAL INC$854,1370.01%31,145CommonSOLE
29414B104EPAMEPAM SYSTEMS$841,1250.01%4,224CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB RG-A$837,8790.01%6,544CommonSOLE
254709108DFSEURDISCOVER FIN SVC$829,3910.01%5,966CommonSOLE
126650100CVSCVS HEALTH CORP$808,5080.01%13,194CommonSOLE
26874R108EENI SPA ROMA$799,8630.01%52,428CommonSOLE
69331C108PCGPG&E CORP$775,3420.01%39,184CommonSOLE
653656108NICENICE LTD / SADR$774,4820.01%4,525CommonSOLE
G6095L109APTIV PLC$764,6670.01%10,317CommonSOLE
828806109SPGSIMON PROPERTY/PAIRED SHS$758,6360.01%4,531CommonSOLE
209115104EDCONSOLIDATED EDISON INC$758,3080.01%7,300CommonSOLE
25746U109DDOMINION ENERGY INC$756,8010.01%13,262CommonSOLE
37045V100GMGENERAL MOTORS CO$741,2430.01%15,974CommonSOLE
87612E106TGTTARGET CORP$736,9700.01%4,757CommonSOLE
446413106HIIHUNTINGTON$723,0330.01%2,753CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$722,9700.01%2,411CommonSOLE
453038408IMOIMPERIAL OIL LTD$705,9450.01%10,056CommonSOLE
98138H101WDAYWORKDAY INC - CLASS A$703,3830.01%2,892CommonSOLE
980228308WDSWOODSIDE PETROLE RG$701,7310.01%41,634CommonSOLE
370334104GISGENERAL MILLS INC$698,6090.01%9,408CommonSOLE
12532H104GIBCGI INC -A-$628,8320.01%5,501CommonSOLE
249906108DSGXTHE DESCARTES SYSTEMS GROUP$628,2000.01%6,149CommonSOLE
18915M107NETCLOUDFLARE INC$613,6820.01%7,534CommonSOLE
60871R209TAPMOLSON COORS REGISTERED SHS B$593,7980.01%10,466CommonSOLE
679295105OKTAOKTA INC$580,6730.01%7,861CommonSOLE
403949100DINOHF SINCLAIR CORPORATION$578,6620.01%12,798CommonSOLE
651639106NEMNEWMONT RG REGISTERED SHS$529,3370.01%9,837CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LTD$522,6600.01%6,110CommonSOLE
69047Q102OVVOVINTIV INC$510,8560.01%13,336CommonSOLE
H42097107UBSUBS GROUP AG$469,4740.01%15,083CommonSOLE
172908105CTASCINTAS$445,2410.01%2,204CommonSOLE
053332102AZOAUTOZONE INC$427,6370.01%134CommonSOLE
25809K105DASHDOORDASH RG-A$366,9140.01%2,584CommonSOLE
29670G102WTRGESSENTIAL UTIL RG$360,8990.01%9,414CommonSOLE
N72482149QIAGEN NV$350,5240.00%7,733CommonSOLE
110448107BTIBRITISH AMERICAN TOBACCO (25P)$345,1680.00%9,296CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE RG$314,6980.00%8,280CommonSOLE
501044101KRKROGER CO.$310,8530.00%5,509CommonSOLE
26884L109EQTEQT$241,6840.00%6,627CommonSOLE
13321L108CCJCAMECO CORP.$230,2440.00%4,794CommonSOLE
127097103CTRACOTERRA ENERGY INC$194,4880.00%8,206CommonSOLE
521865204LEALEAR CORP$10,2410.00%91CommonSOLE

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.