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Mediolanum International Funds Ltd

Q1 2026 · 13F-HR

Mediolanum International Funds Ltdholdings as filed

Filed 2026-05-06 · accession 0000897069-26-001034

$9.42B
Reported value
431
Positions
2026-03-31
Period end
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The Brief · Mediolanum International Funds Ltd · Q1 2026

AI · grounded in 13F

Mediolanum International Funds Ltd established a new position in TotalEnergies SE TTEN valued at $46.6M. The fund significantly increased its holdings in Target Corp TGT by 2,893.96% and Verizon Communications Inc VZ by 942.29%. Conversely, the fund trimmed its position in Capital One Financial Corp COF by 97.26% and reduced its stake in Cognizant Tech Solutions-A CTSH by 80.16%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP.$616.3M6.54%3,731,292CommonSOLE
037833100AAPLAPPLE INC$591.7M6.28%2,399,089CommonSOLE
594918104MSFTMICROSOFT CORP$408.6M4.34%1,138,150CommonSOLE
11135F101AVGOBROADCOM INC$248.3M2.64%846,376CommonSOLE
02079K305GOOGLALPHABET INC -A-$242.5M2.57%886,780CommonSOLE
02079K107GOOGALPHABET INC -C-$218.8M2.32%800,992CommonSOLE
023135106AMZNAMAZON COM INC$215.1M2.28%1,070,226CommonSOLE
30303M102METAMETA PLATFORMS REGISTERD SHS A$183.9M1.95%342,887CommonSOLE
532457108LLYELI LILLY & CO$150.0M1.59%169,227CommonSOLE
30231G102XOMEXXON MOBIL CORP$111.7M1.19%651,596CommonSOLE
88160R101TSLATESLA INC$105.9M1.12%298,068CommonSOLE
478160104JNJJOHNSON & JOHNSON$99.6M1.06%410,637CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$92.6M0.98%326,164CommonSOLE
92826C839VVISA INC -A$92.5M0.98%308,718CommonSOLE
64110L106NFLXNETFLIX INC$85.7M0.91%921,355CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$82.9M0.88%1,387,138CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$82.2M0.87%411,321CommonSOLE
17275R102CSCOCISCO SYSTEMS INC.$82.1M0.87%1,066,133CommonSOLE
040413106ANETEURARISTA NETWORKS INC$81.3M0.86%700,049CommonSOLE
595112103MUMICRON TECHNOLOGY INC$80.0M0.85%248,688CommonSOLE
57636Q104MAMASTERCARD INC. SHS-A-$76.4M0.81%154,742CommonSOLE
149123101CATCATERPILLAR INC.$75.8M0.80%113,532CommonSOLE
172967424CCITIGROUP INC$69.0M0.73%643,570CommonSOLE
032095101APHAMPHENOL CORPORATION -A-$68.4M0.73%573,903CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$66.9M0.71%67,137CommonSOLE
369604301GEGENERAL ELECTRIC$64.2M0.68%235,004CommonSOLE
69608A108PLTRPALANTIR TCHNL-A RG$64.1M0.68%465,754CommonSOLE
36828A101GEVGE VERNOVA INC$61.0M0.65%74,656CommonSOLE
58933Y105MRKMERCK & CO INC NEW COMMON$60.7M0.64%513,788CommonSOLE
191216100KOCOCA-COLA CO.$57.6M0.61%754,805CommonSOLE
742718109PGPROCTER & GAMBLE CO.$57.2M0.61%395,385CommonSOLE
874054109TTWOTAKE TWO INTERACT. SOFTWARE$54.0M0.57%279,609CommonSOLE
75886F107REGNREGENERON PHARMA. INC.$53.4M0.57%71,209CommonSOLE
87612E106TGTTARGET CORP$51.9M0.55%436,938CommonSOLE
872540109TJXTJX COMPANIES INC$48.7M0.52%312,614CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$48.2M0.51%518,184CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S.A$47.7M0.51%100,512CommonSOLE
25179M103DVNDEVON ENERGY CORP$47.1M0.50%913,694CommonSOLE
89151E109TTENTOTALENERGIES SE$46.6M0.49%501,757CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$46.0M0.49%914,764CommonSOLE
482480100KLACKLA CORPORATION$42.5M0.45%30,732CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - B$42.0M0.45%88,447CommonSOLE
038222105AMATAPPLIED MATERIALS INC$41.7M0.44%129,004CommonSOLE
68389X105ORCLORACLE CORP$41.6M0.44%299,722CommonSOLE
43300A203HLTHILTON INC$41.1M0.44%138,868CommonSOLE
713448108PEPPEPSICO INC$39.9M0.42%254,688CommonSOLE
95040Q104WELLWELLTOWER INC$39.8M0.42%203,690CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$38.7M0.41%113,709CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38.5M0.41%196,408CommonSOLE
37045V100GMGENERAL MOTORS CO$38.1M0.40%524,191CommonSOLE
717081103PFEPFIZER INC.$38.1M0.40%1,373,098CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO.$37.8M0.40%441,064CommonSOLE
008474108AEMAGNICO EAGLE MINES LIMITED$37.8M0.40%196,957CommonSOLE
461202103INTUINTUIT INC$37.6M0.40%87,551CommonSOLE
631103108NDAQNASDAQ INC$36.3M0.39%434,722CommonSOLE
949746101WMT2WELLS FARGO & CO$36.1M0.38%470,180CommonSOLE
406216101HALHALLIBURTON CO$35.1M0.37%893,827CommonSOLE
20825C104COPCONOCOPHILLIPS$34.9M0.37%262,284CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$34.7M0.37%479,126CommonSOLE
G1151C101ACNACCENTURE PLC - CL A$34.6M0.37%175,327CommonSOLE
747525103QCOMQUALCOMM INC.$34.5M0.37%271,882CommonSOLE
437076102HDHOME DEPOT INC.$34.3M0.36%105,943CommonSOLE
92537N108VRTVERTIV HOLDINGS LLC NPV$34.2M0.36%146,183CommonSOLE
031162100AMGNAMGEN INC$33.7M0.36%96,663CommonSOLE
988498101YUMYUM! BRANDS INC$33.4M0.35%216,136CommonSOLE
931142103WMTWALMART INC$33.2M0.35%268,982CommonSOLE
060505104BACBANK OF AMERICA CORP$33.2M0.35%703,227CommonSOLE
855244109SBUXSTARBUCKS CORP.$32.4M0.34%373,071CommonSOLE
053015103ADPAUTOMATIC DATA PROCES.$32.3M0.34%157,386CommonSOLE
81762P102NOWSERVICENOW INC$32.2M0.34%306,381CommonSOLE
907818108UNPUNION PACIFIC CORP.$32.0M0.34%133,690CommonSOLE
20030N101CMCSACOMCAST CORP/-A-$31.0M0.33%1,071,684CommonSOLE
02209S103MOALTRIA GROUP$30.5M0.32%454,974CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$30.2M0.32%553,087CommonSOLE
452308109ITWILLINOIS TOOL WORKS$29.5M0.31%115,132CommonSOLE
443201108HWMHOWMET AERSPC RG$29.5M0.31%132,070CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GP$29.0M0.31%143,604CommonSOLE
00724F101ADBEADOBE INC$28.9M0.31%120,027CommonSOLE
48251W104KKRKKR & CO INC -A-$28.8M0.31%318,914CommonSOLE
126408103CSXCSX CORP$28.8M0.31%723,072CommonSOLE
90353T100UBERUBER TECH --- REGISTERED SHS$28.5M0.30%407,325CommonSOLE
126650100CVSCVS HEALTH CORP$28.4M0.30%404,233CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS IN$28.0M0.30%212,849CommonSOLE
65339F101NEENEXTERA ENERGY$27.9M0.30%303,415CommonSOLE
G0450A105ACGLARCH CAPITAL GP LTD BERMUDA$27.6M0.29%288,699CommonSOLE
761152107RMDRESMED INC$27.5M0.29%125,130CommonSOLE
125523100CITHE CIGNA RG SHS$26.8M0.28%103,764CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$26.4M0.28%60,139CommonSOLE
74762E102QUREQUANTA SERVICES INC$26.2M0.28%49,053CommonSOLE
718172109PMPHILIP MORRIS INT.$25.9M0.27%156,933CommonSOLE
651639106NEMNEWMONT RG REGISTERED SHS$25.7M0.27%249,171CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$25.4M0.27%80,431CommonSOLE
00287Y109ABBVABBVIE INC$25.0M0.27%117,371CommonSOLE
548661107LOWLOWE S COMPANIES INC.$25.0M0.27%107,358CommonSOLE
743315103PGRPROGRESSIVE CORP$24.9M0.26%123,790CommonSOLE
607828100MODMODINE MANUFACTURING CO$24.6M0.26%121,553CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$24.5M0.26%343,844CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC.$23.9M0.25%42,865CommonSOLE
615369105MCOMOODY S CORP$23.6M0.25%54,649CommonSOLE
871829107SYYSYSCO CORP.$23.4M0.25%337,688CommonSOLE
34959E109FTNTFORTINET$23.0M0.24%290,964CommonSOLE
166764100CVXCHEVRON CORPORATION$23.0M0.24%109,018CommonSOLE
902973304USBUS BANCORP$22.8M0.24%449,042CommonSOLE
052769106ADSKAUTODESK INC.$22.3M0.24%94,712CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$22.3M0.24%49,260CommonSOLE
98978V103ZTSZOETIS INC -A-$22.3M0.24%191,495CommonSOLE
494368103KMBKIMBERLY CLARK CORP$21.8M0.23%225,924CommonSOLE
94106L109WMWASTE MANAGEMENT INC$21.8M0.23%94,605CommonSOLE
375558103GILDGILEAD SCIENCES INC.$21.8M0.23%159,551CommonSOLE
H42097107UBSUBS GROUP AG$21.7M0.23%588,312CommonSOLE
925652109VICIVICI PROPERTIES INC REIT$21.7M0.23%799,365CommonSOLE
466313103JBLJABIL INC$21.6M0.23%87,415CommonSOLE
87612G101TRGPTARGA RESOURCES$21.5M0.23%86,637CommonSOLE
75513E101RTXRTX CORPORATION$21.1M0.22%112,518CommonSOLE
958102105WDCWESTERN DIGITAL CORP$20.9M0.22%83,123CommonSOLE
872590104TMUST-MOBILE US INC$20.9M0.22%97,712CommonSOLE
64110D104NTAPNETAPP INC$20.8M0.22%205,127CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$20.4M0.22%15,985CommonSOLE
58155Q103MCKMCKESSON CORP$20.3M0.22%23,625CommonSOLE
758750103RRXREGAL REXNORD CORP$20.3M0.22%113,845CommonSOLE
03073E105CORCENCORA INC$20.3M0.22%65,443CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$20.3M0.22%109,314CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$20.0M0.21%19,930CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$19.3M0.20%292,486CommonSOLE
G54950103LINLINDE PLC$19.1M0.20%38,337CommonSOLE
281020107EIXEDISON INTERNATIONAL$19.1M0.20%266,203CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$19.1M0.20%50,191CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$19.0M0.20%91,908CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$18.9M0.20%50,752CommonSOLE
125269100CFCF INDUSTRIES HOLDING INC$18.4M0.20%133,529CommonSOLE
867224107SUSUNCOR ENERGY$18.3M0.19%276,968CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$18.2M0.19%45,030CommonSOLE
891160509TDTORONTO DOMINION BK$18.0M0.19%196,912CommonSOLE
79466L302CRMSALESFORCE --- REGISTERED SHS$18.0M0.19%97,191CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$17.9M0.19%73,034CommonSOLE
093712107BEBLOOM ENERGY CORP- A$17.7M0.19%148,499CommonSOLE
29084Q100EMEEMCOR GROUP INC.$17.7M0.19%25,224CommonSOLE
58733R102MELIMERCADOLIBRE INC$17.5M0.19%10,791CommonSOLE
03027X100AMTAMERICAN TOWER CORP$17.4M0.19%102,330CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$17.2M0.18%4,168CommonSOLE
78409V104SPGIS&P GLOBAL SHS$17.1M0.18%41,006CommonSOLE
G5960L103MDTMEDTRONIC HOLDINGS LIMITED$17.1M0.18%199,291CommonSOLE
384802104GWWWW GRAINGER INC$17.0M0.18%16,078CommonSOLE
580135101MCDMCDONALD S CORP.$17.0M0.18%54,988CommonSOLE
031100100AMEAMETEK INC$16.9M0.18%81,101CommonSOLE
256677105DGDOLLAR GENERAL CORP$16.9M0.18%143,015CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$16.7M0.18%63,933CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP.$16.5M0.18%262,599CommonSOLE
032654105ADIANALOG DEVICES INC$16.3M0.17%53,939CommonSOLE
H1467J104CBCHUBB LTD$16.0M0.17%49,289CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$16.0M0.17%121,790CommonSOLE
035710839NLYANNALY CAPITAL MANGEMENT IN$16.0M0.17%750,640CommonSOLE
217204106CPRTCOPART INC$15.2M0.16%465,850CommonSOLE
254687106DISWALT DISNEY COMPANY$15.2M0.16%160,965CommonSOLE
701094104PHPARKER-HANNIFIN$15.1M0.16%17,553CommonSOLE
375916103GILGILDAN ACTIVEWEAR$15.0M0.16%279,549CommonSOLE
142339100CSLCARLISLE COS INC$14.8M0.16%45,434CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$14.3M0.15%45,119CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$14.1M0.15%47,474CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$14.1M0.15%114,397CommonSOLE
69331C108PCGP G & E CORP$14.0M0.15%800,178CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$14.0M0.15%141,104CommonSOLE
21036P108STZCONSTELLATION BRANDS INC -A-$13.7M0.14%90,450CommonSOLE
N3167Y103RACEFERRARI N.V.$13.6M0.14%40,978CommonSOLE
23331A109DHIDR HORTON INC$13.1M0.14%99,199CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13.1M0.14%27,263CommonSOLE
136069101CMCANAD.IMPER.BK OF COMMERCE$13.1M0.14%142,455CommonSOLE
16411Q101CQPCHENIERE ENERGY$12.9M0.14%44,067CommonSOLE
59156R108METMETLIFE INC$12.9M0.14%189,289CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$12.9M0.14%47,676CommonSOLE
629377508NRGNRG ENERGY INC$12.8M0.14%90,682CommonSOLE
384109104GGGGRACO INC$12.7M0.13%152,679CommonSOLE
592688105MTDMETTLER TOLEDO INTL INC.$12.4M0.13%9,951CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$12.3M0.13%69,889CommonSOLE
209115104EDCONSOLIDATED EDISON INC$12.3M0.13%108,186CommonSOLE
617446448MSMORGAN STANLEY$12.3M0.13%77,374CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$12.1M0.13%95,738CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$12.1M0.13%25,817CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC.$12.0M0.13%134,357CommonSOLE
127097103CTRACOTERRA ENERGY INC$11.9M0.13%331,556CommonSOLE
G3265R107APTVAPTIV PLC$11.6M0.12%173,504CommonSOLE
219350105GLWCORNING INC$11.5M0.12%89,816CommonSOLE
620076307MSIMOTOROLA SOLTN/EX-DISTR$11.5M0.12%26,925CommonSOLE
82846H405QXOQXO INC$11.2M0.12%615,571CommonSOLE
19247G107COHRCOHERENT CORP$11.2M0.12%50,790CommonSOLE
458140100INTCINTEL CORP.$11.0M0.12%267,096CommonSOLE
143658300CCL1EURCARNIVAL CORP$11.0M0.12%457,962CommonSOLE
26875P101EOGEOG RESOURCES INC.$10.8M0.12%72,328CommonSOLE
82509L107SHOPSHOPIFY INC$10.8M0.11%96,756CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$10.8M0.11%160,374CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$10.8M0.11%97,992CommonSOLE
496902404KGCKINROSS GOLD CORP$10.6M0.11%371,824CommonSOLE
012653101ALBALBEMARLE CORP$10.5M0.11%59,360CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$10.4M0.11%90,419CommonSOLE
98980L101ZNGAZOOM COMMUNCTINS INC -A-$10.4M0.11%132,337CommonSOLE
002824100ABTABBOTT LABORATORIES INC$10.3M0.11%101,359CommonSOLE
45841N107IBKRINTERACTIVE BROKER GROUP INC$10.3M0.11%162,067CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$10.3M0.11%43,411CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$10.2M0.11%115,549CommonSOLE
29355A107ENPHENPHASE ENERGY INC$10.1M0.11%283,209CommonSOLE
36467J108GLPIGAM & LEIR PRPR /REIT$10.1M0.11%229,355CommonSOLE
243537107DECKDECKERS OUTDOOR CORP.$9.9M0.11%104,711CommonSOLE
880770102TERTERADYNE INC$9.9M0.11%35,816CommonSOLE
30161N101EXCEXELON CORP$9.8M0.10%200,383CommonSOLE
45866F104ICEINTERCONT EXCH$9.8M0.10%62,661CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$9.8M0.10%79,403CommonSOLE
571903202MARMARRIOTT INTL INC. -A-$9.8M0.10%30,743CommonSOLE
89417E109TRVTRAVELERS COS INC/THE$9.7M0.10%33,138CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.7M0.10%62,607CommonSOLE
252131107DXCMDEXCOM INC$9.4M0.10%151,989CommonSOLE
12532H104GIBCGI INC -A-$9.4M0.10%129,417CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$9.4M0.10%163,261CommonSOLE
G4124C109GRABGRAB HLDG RG-A$9.4M0.10%2,653,055CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$9.3M0.10%82,799CommonSOLE
G0403H108AONAON PLC -A-$9.3M0.10%28,645CommonSOLE
929740108WABWABTEC CORP$9.3M0.10%39,092CommonSOLE
29364G103ETRENTERGY CORP$9.1M0.10%82,242CommonSOLE
526107107LIILENNOX INTERNATIONAL INC.$9.1M0.10%20,440CommonSOLE
G3223R108EGEVEREST GROUP LTD$8.9M0.09%27,514CommonSOLE
219948106CPAYCORPAY INC$8.8M0.09%30,238CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$8.8M0.09%122,147CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$8.4M0.09%137,887CommonSOLE
26441C204DUKDUKE ENERGY$8.4M0.09%63,852CommonSOLE
15101Q207CLSCELESTICA INC$8.4M0.09%32,537CommonSOLE
871607107SNPSSYNOPSYS INC$8.2M0.09%21,290CommonSOLE
571748102MRSHMARSH & MC-LENNAN COS INC$8.1M0.09%46,622CommonSOLE
12514G108CDWCDW CORP$8.1M0.09%68,085CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8.1M0.09%35,608CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8.0M0.09%30,711CommonSOLE
55354G100MSCIMSCI INC -A-$8.0M0.09%15,091CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$7.9M0.08%36,574CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC.$7.8M0.08%34,941CommonSOLE
780087102RYROYAL BANK OF CANADA$7.7M0.08%48,798CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$7.6M0.08%169,185CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$7.4M0.08%20,354CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$7.3M0.08%44,837CommonSOLE
806857108SLBSLB LTD$7.3M0.08%142,135CommonSOLE
91913Y100VLOVALERO ENER. CORP$7.3M0.08%29,220CommonSOLE
559222401MGAMAGNA INTERNATIONAL INC$7.2M0.08%134,736CommonSOLE
876030107TPRTAPESTRY INC$7.1M0.08%52,150CommonSOLE
668771108GENGEN DIGITAL INC$7.1M0.08%387,597CommonSOLE
427866108HSYHERSHEY CO/THE$6.8M0.07%31,933CommonSOLE
573874104MRVLMARVELL TECH RG$6.8M0.07%77,011CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$6.6M0.07%49,079CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC /REIT$6.5M0.07%395,624CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$6.5M0.07%34,991CommonSOLE
722304102PDDPDD HOLDINGS INC$6.4M0.07%65,218CommonSOLE
171779309CIENCIENA CORP$6.3M0.07%17,369CommonSOLE
29250N105ENBENBRIDGE INC.$6.3M0.07%116,442CommonSOLE
60937P106MDBMONGODB INC$6.2M0.07%26,342CommonSOLE
22052L104CTVACORTEVA INC$6.2M0.07%74,337CommonSOLE
77311W101RKTROCKET COS INC-CLASS A$6.1M0.06%450,557CommonSOLE
00206R102TAT & T$6.0M0.06%207,823CommonSOLE
19260Q107COINCOINBASE GLB RG-A$5.9M0.06%36,816CommonSOLE
294429105EFXEQUIFAX INC$5.8M0.06%32,702CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$5.8M0.06%65,575CommonSOLE
336433107FSLRFIRST SOLAR INC$5.7M0.06%30,598CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.6M0.06%92,938CommonSOLE
D18190898DBDEUTSCHE BANK AG /NAM.$5.6M0.06%196,299CommonSOLE
40434L105HPQHP INC$5.6M0.06%293,943CommonSOLE
244199105DEDEERE & CO.$5.6M0.06%10,016CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5.5M0.06%8,235CommonSOLE
92345Y106VRSKVERISK ANLYTCS$5.5M0.06%29,418CommonSOLE
45337C102INCYINCYTE CORP$5.4M0.06%60,300CommonSOLE
81141R100SESEA LTD /ADR$5.4M0.06%69,487CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$5.4M0.06%41,800CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$5.3M0.06%103,008CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$5.3M0.06%96,886CommonSOLE
247361702DALDELTA AIR LINES$5.2M0.06%82,764CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$5.2M0.06%105,714CommonSOLE
87807B107TRPTC ENERGY CORPORATION$5.2M0.06%82,205CommonSOLE
H50430232LOGILOGITECH INTL SA$5.2M0.05%57,324CommonSOLE
G8267P108SWSMURFIT WESTROCK LIMITED$5.2M0.05%134,838CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5.0M0.05%30,382CommonSOLE
21037T109CEGCONSTELLATION ENERGY$5.0M0.05%16,593CommonSOLE
501044101KRKROGER CO.$4.9M0.05%66,677CommonSOLE
146869102CVNACARVANA CO$4.9M0.05%16,789CommonSOLE
25809K105DASHDOORDASH RG-A$4.8M0.05%32,684CommonSOLE
92343E102VRSNVERISIGN INC$4.8M0.05%19,089CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC.$4.6M0.05%5,719CommonSOLE
020002101ALLALLSTATE CORP$4.5M0.05%21,634CommonSOLE
893641100TDGTRANSDIGM GROUP INC$4.5M0.05%3,957CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.5M0.05%143,420CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$4.4M0.05%18,117CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4.4M0.05%30,298CommonSOLE
653656108NICENICE LTD / SADR$4.4M0.05%40,301CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$4.3M0.05%15,205CommonSOLE
G29183103ETNEATON CORPORATION PUBLIC LTD$4.2M0.04%12,337CommonSOLE
G25508105CRHCRH PLC$4.2M0.04%41,400CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$4.1M0.04%184,270CommonSOLE
06849F108BBARRICK MINING CORPORATION$4.0M0.04%104,303CommonSOLE
679295105OKTAOKTA INC$4.0M0.04%52,343CommonSOLE
778296103ROSTROSS STORES INC$3.9M0.04%18,749CommonSOLE
422806109HEIHEICO CORP$3.9M0.04%14,529CommonSOLE
086516101BBYBEST BUY CO INC$3.8M0.04%59,162CommonSOLE
303250104FICOFAIR ISAAC CORP$3.8M0.04%3,592CommonSOLE
278865100ECLECOLAB INC.$3.7M0.04%14,225CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$3.7M0.04%30,595CommonSOLE
75734B100RDDTREDDIT INC-CL A$3.7M0.04%30,019CommonSOLE
G0176J109ALLEALLEGION PLC$3.7M0.04%25,859CommonSOLE
26884L109EQTEQT$3.7M0.04%56,936CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.7M0.04%10,765CommonSOLE
72348N109PNFPPINNACLE FINANCIAL PARTNERS$3.6M0.04%43,448CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.6M0.04%7,720CommonSOLE
570535104MKLMARKEL GROUP INC$3.6M0.04%1,906CommonSOLE
058498106BALLBALL CORP$3.5M0.04%60,691CommonSOLE
682680103OKEONEOK INC (NEW)$3.5M0.04%37,860CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC-A$3.5M0.04%15,763CommonSOLE
13321L108CCJCAMECO CORP.$3.5M0.04%33,603CommonSOLE
718546104PSXPHILLIPS 66$3.4M0.04%18,611CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.3M0.04%75,343CommonSOLE
172908105CTASCINTAS$3.3M0.04%19,584CommonSOLE
45784P101PODDINSULET CORP$3.2M0.03%15,319CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.2M0.03%11,107CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$3.1M0.03%30,954CommonSOLE
49456B101KMIKINDER MORGAN INC$3.1M0.03%93,248CommonSOLE
98980G102ZSZSCALER INC$3.1M0.03%22,222CommonSOLE
888787108TOSTTOAST RG-A$3.0M0.03%115,745CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3.0M0.03%31,821CommonSOLE
31428X106FDXFEDEX CORP$2.9M0.03%8,547CommonSOLE
12572Q105CMECME GROUP INC$2.9M0.03%9,740CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$2.9M0.03%4,375CommonSOLE
670346105NUENUCOR CORP.$2.8M0.03%17,261CommonSOLE
500754106KHCKRAFT HEINZ CO/THE$2.7M0.03%122,411CommonSOLE
235851102DHRDANAHER CORP$2.7M0.03%14,776CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2.7M0.03%13,600CommonSOLE
28176E108EWEDWARDS LIFESCIENCES$2.7M0.03%33,574CommonSOLE
291011104EMREMERSON ELECTRIC CO$2.6M0.03%21,272CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2.6M0.03%18,504CommonSOLE
693718108PCARPACCAR INC.$2.6M0.03%23,087CommonSOLE
693506107PPGPPG INDUSTRIES INC$2.6M0.03%24,612CommonSOLE
863667101SYKSTRYKER CORP.$2.5M0.03%7,772CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$2.5M0.03%5,705CommonSOLE
36118L106FUTUFUTU HOLDINGS LTD /SADR$2.5M0.03%18,879CommonSOLE
88579Y101MMM3M CO$2.5M0.03%17,306CommonSOLE
443510607HUBBHUBBELL INC$2.4M0.03%5,166CommonSOLE
443573100HUBSHUBSPOT INC$2.4M0.03%10,073CommonSOLE
69370C100PTCPTC INC SHS$2.2M0.02%15,871CommonSOLE
053611109AVYAVERY DENNISON CORP$2.2M0.02%13,111CommonSOLE
754730109RJFRAYMOND JAMES FIN.INC$2.2M0.02%15,527CommonSOLE
67077M108NTRNUTRIEN LTD$2.2M0.02%28,451CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC SHS$2.2M0.02%10,962CommonSOLE
92338C103VLTOVERALTO RG-WI$2.1M0.02%24,336CommonSOLE
231021106CMICUMMINS INC$2.0M0.02%3,982CommonSOLE
H2927K103AMRZAMRIZE LTD$2.0M0.02%37,857CommonSOLE
74460D109PSAPUBLIC STORAGE$2.0M0.02%7,684CommonSOLE
92936U109WPCWP CAREY INC$2.0M0.02%29,425CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2.0M0.02%11,262CommonSOLE
00766T100ACMAECOM$1.9M0.02%23,321CommonSOLE
04626A103ALABASTERA LABS INC$1.9M0.02%19,077CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC -B-$1.9M0.02%19,639CommonSOLE
911363109URIUNITED RENTALS INC$1.8M0.02%2,534CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.8M0.02%15,900CommonSOLE
09290D101BLKBLACKROCK INC$1.8M0.02%1,900CommonSOLE
857477103STTSTATE STREET CORP$1.7M0.02%14,178CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.7M0.02%114,405CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.7M0.02%25,905CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.7M0.02%13,213CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$1.7M0.02%8,834CommonSOLE
278642103EBAYEBAY INC$1.7M0.02%18,760CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGY$1.6M0.02%23,603CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$1.6M0.02%5,552CommonSOLE
749685103RPMRPM INTERNATIONAL INC$1.6M0.02%16,436CommonSOLE
29530P102ERIEERIE INDEMNITY COMPANY CL.A$1.6M0.02%6,494CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$1.6M0.02%63,225CommonSOLE
62944T105NVRNVR INC$1.6M0.02%239CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.5M0.02%4,358CommonSOLE
892672106TWTRADEWEB MARKETS INC -A-$1.5M0.02%13,054CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.5M0.02%6,765CommonSOLE
09260D107BXBLACKSTONE INC$1.4M0.01%12,127CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.3M0.01%5,738CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.3M0.01%10,094CommonSOLE
26142V105DKNGDRAFTKINGS RG-A$1.3M0.01%61,464CommonSOLE
380237107GDDYGODADDY INC - CLASS A$1.3M0.01%15,470CommonSOLE
913903100UHSUNIVERSAL HEALTH SERVICES-B$1.3M0.01%6,912CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$1.2M0.01%16,864CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$1.2M0.01%13,847CommonSOLE
83444M101SOLVSOLVENTUM CORP$1.2M0.01%19,317CommonSOLE
452327109ILMNILLUMINA INC$1.2M0.01%10,140CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$1.2M0.01%6,668CommonSOLE
745867101PHMPULTEGROUP INC$1.2M0.01%10,171CommonSOLE
M7S64H106MNDYMONDAY.COM RG$1.2M0.01%17,017CommonSOLE
426281101JKHYJACK HENRY & ASSOCIATES INC$1.1M0.01%7,286CommonSOLE
09062X103BIIBBIOGEN INC$1.1M0.01%6,054CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$1.1M0.01%11,880CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$1.1M0.01%7,837CommonSOLE
15135U109CVECENOVUS ENERGY$1.1M0.01%40,481CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.1M0.01%3,138CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$1.0M0.01%6,219CommonSOLE
G7709Q104RPRXROYAL PHARM RG -A$1.0M0.01%21,813CommonSOLE
85472N109STNSTANTEC INC$965,2040.01%11,401CommonSOLE
44332N106HTHTH WORLD GROUP LTD-ADR$958,3410.01%19,610CommonSOLE
063671101BMOBANK OF MONTREAL$945,3020.01%7,177CommonSOLE
540424108LLOEWS CORP$941,0400.01%8,892CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS INC$939,2080.01%18,998CommonSOLE
92840M102VSTVISTRA CORP$845,1090.01%5,728CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$842,2160.01%2,907CommonSOLE
90384S303ULTAULTA BEAUTY INC$841,6480.01%1,650CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$840,1890.01%10,323CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$804,1120.01%7,215CommonSOLE
92763W103VIPSVIPSHOP HOLDINGS LTD - ADR$802,2880.01%50,143CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$760,6210.01%16,820CommonSOLE
15135B101CNCCENTENE CORP$726,6300.01%22,850CommonSOLE
G8473T100STESTERIS PLC$725,9280.01%3,309CommonSOLE
48553T106BZKANZHUN LTD - ADR$697,1750.01%52,262CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV/THE$685,4360.01%45,848CommonSOLE
833445109SNOWSNOWFLAKE INC$667,3890.01%4,343CommonSOLE
654106103NKENIKE INC -B-$645,4700.01%12,597CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$633,2810.01%7,432CommonSOLE
053332102AZOAUTOZONE INC$615,0220.01%184CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$614,7820.01%13,772CommonSOLE
79589L106IOTSAMSARA INC-CL A$590,8920.01%19,285CommonSOLE
G35947202FLNGFLEX LTD$573,4160.01%9,467CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP (DE)$564,2370.01%959CommonSOLE
315616102FFIVF5 INC$544,3550.01%1,946CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$522,9960.01%10,208CommonSOLE
H2906T109GRMNGARMIN LTD$514,3760.01%2,276CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$457,4880.00%7,021CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC WI$438,8550.00%7,534CommonSOLE
874080104TALTAL EDUCATION GROUP- ADR$436,3040.00%39,628CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC-B$394,9880.00%10,392CommonSOLE
231561101CWCURTISS-WRIGHT CORP$373,5470.00%591CommonSOLE
H01301128ALCALCON INC$372,9740.00%5,023CommonSOLE
941848103WATWATERS CORP$365,2460.00%1,245CommonSOLE
11271J107BNBROOKFIELD CORP$339,8600.00%8,766CommonSOLE
256746108DLTRDOLLAR TREE INC$275,3470.00%2,604CommonSOLE
88034P109TMETENCENT MUSIC ENTERTAINM-ADR$272,5410.00%29,274CommonSOLE
49177J102KVUEKENVUE INC$270,2370.00%15,675CommonSOLE
852234103XYZBLOCK INC$237,8150.00%4,170CommonSOLE
075887109BDXBECTON DICKINSON & CO.$145,2540.00%939CommonSOLE
521865204LEALEAR CORP$10,5970.00%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.