MondegarAI
TWO SIGMA INVESTMENTS, LP

Q1 2025 · 13F-HR

TWO SIGMA INVESTMENTS, LPholdings as filed

Filed 2025-05-15 · accession 0000899140-25-000680

$46.79B
Reported value
3,162
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 3162

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$836.1M1.79%1,494,733CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$431.3M0.92%2,088,701CommonSOLE
46090E103QQQINVESCO QQQ TR$425.6M0.91%907,645CommonSOLE
922908736VUGVANGUARD INDEX FDS$378.6M0.81%1,020,900CommonSOLE
464287614IWFISHARES TR$375.8M0.80%1,040,600CommonSOLE
464287200IVVISHARES TR$314.1M0.67%559,000CommonSOLE
12572Q105CMECME GROUP INC$270.2M0.58%1,018,685CommonSOLE
11135F101AVGOBROADCOM INC$261.1M0.56%1,559,656CommonSOLE
79466L302CRMSALESFORCE INC$259.2M0.55%965,724CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$253.7M0.54%567,939CommonSOLE
67066G104NVDANVIDIA CORPORATION$252.9M0.54%2,333,045CommonSOLE
16411R208LNGCHENIERE ENERGY INC$247.8M0.53%1,070,802CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$246.2M0.53%2,440,747CommonSOLE
02079K305GOOGLALPHABET INC$245.8M0.53%1,589,263CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$242.1M0.52%3,931,687CommonSOLE
833445109SNOWSNOWFLAKE INC$240.9M0.51%1,648,353CommonSOLE
03073E105CORCENCORA INC$238.8M0.51%858,612CommonSOLE
55354G100MSCIMSCI INC$238.4M0.51%421,649CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$237.7M0.51%2,816,723CommonSOLE
00724F101ADBEADOBE INC$237.6M0.51%619,538CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$236.0M0.50%372,071CommonSOLE
771049103RBLXROBLOX CORP$233.2M0.50%3,999,879CommonSOLE
88160R101TSLATESLA INC$232.6M0.50%897,348CommonSOLE
037833100AAPLAPPLE INC$232.5M0.50%1,046,802CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$230.9M0.49%2,246,952CommonSOLE
25809K105DASHDOORDASH INC$230.6M0.49%1,261,677CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$227.7M0.49%1,559,500CommonSOLE
444859102HUMHUMANA INC$226.7M0.48%856,776CommonSOLE
235851102DHRDANAHER CORPORATION$226.6M0.48%1,105,601CommonSOLE
256677105DGDOLLAR GEN CORP NEW$224.8M0.48%2,556,870CommonSOLE
594918104MSFTMICROSOFT CORP$223.3M0.48%594,754CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$222.8M0.48%406,423CommonSOLE
366651107ITGARTNER INC$219.6M0.47%523,260CommonSOLE
58155Q103MCKMCKESSON CORP$219.4M0.47%325,934CommonSOLE
670100205NVONOVO-NORDISK A S$218.6M0.47%3,147,929CommonSOLE
46266C105IQVIQVIA HLDGS INC$216.2M0.46%1,226,405CommonSOLE
15135B101CNCCENTENE CORP DEL$215.9M0.46%3,556,336CommonSOLE
58733R102MELIMERCADOLIBRE INC$215.0M0.46%110,229CommonSOLE
040413205ANETARISTA NETWORKS INC$214.4M0.46%2,767,058CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$213.7M0.46%1,239,002CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$203.9M0.44%411,661CommonSOLE
34959E109FTNTFORTINET INC$202.0M0.43%2,098,119CommonSOLE
G54950103LINLINDE PLC$200.1M0.43%429,725CommonSOLE
58933Y105MRKMERCK & CO INC$197.5M0.42%2,200,701CommonSOLE
64110L106NFLXNETFLIX INC$197.0M0.42%211,238CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$195.8M0.42%1,003,328CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$191.6M0.41%374,247CommonSOLE
81762P102NOWSERVICENOW INC$189.8M0.41%238,435CommonSOLE
78464A854SPYMSPDR SER TR$189.3M0.40%2,878,700CommonSOLE
30303M102METAMETA PLATFORMS INC$189.3M0.40%328,386CommonSOLE
20825C104COPCONOCOPHILLIPS$182.4M0.39%1,736,611CommonSOLE
922908769VTIVANGUARD INDEX FDS$182.3M0.39%663,327CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$180.3M0.39%861,563CommonSOLE
20030N101CMCSACOMCAST CORP NEW$180.0M0.38%4,876,899CommonSOLE
23331A109DHID R HORTON INC$171.9M0.37%1,352,415CommonSOLE
464287721IYWISHARES TR$171.1M0.37%1,218,124CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$169.8M0.36%570,530CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$169.3M0.36%3,430,058CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$164.8M0.35%331,261CommonSOLE
747525103QCOMQUALCOMM INC$162.4M0.35%1,057,229CommonSOLE
78464A698KRESPDR SER TR$157.9M0.34%2,777,106CommonSOLE
18915M107NETCLOUDFLARE INC$156.0M0.33%1,384,017CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$155.0M0.33%354,092CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$152.3M0.33%1,946,202CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$150.9M0.32%315,546CommonSOLE
G0250X107AMCRAMCOR PLC$148.8M0.32%15,340,796CommonSOLE
94106L109WMWASTE MGMT INC DEL$148.7M0.32%642,399CommonSOLE
369550108GDGENERAL DYNAMICS CORP$146.8M0.31%538,649CommonSOLE
90138F102TWLOTWILIO INC$141.9M0.30%1,449,060CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$139.4M0.30%4,074,422CommonSOLE
023135106AMZNAMAZON COM INC$138.5M0.30%727,720CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$137.8M0.29%807,484CommonSOLE
81141R100SESEA LTD$135.6M0.29%1,039,205CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$135.6M0.29%984,218CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$134.3M0.29%1,703,700CommonSOLE
049468101TEAMATLASSIAN CORPORATION$133.9M0.29%630,799CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$132.6M0.28%240,988CommonSOLE
038222105AMATAPPLIED MATLS INC$132.1M0.28%910,180CommonSOLE
443573100HUBSHUBSPOT INC$132.0M0.28%231,027CommonSOLE
281020107EIXEDISON INTL$129.9M0.28%2,204,712CommonSOLE
29364G103ETRENTERGY CORP NEW$128.4M0.27%1,501,554CommonSOLE
760759100RSGREPUBLIC SVCS INC$127.1M0.27%524,686CommonSOLE
294429105EFXEQUIFAX INC$126.8M0.27%520,577CommonSOLE
60770K107MRNAMODERNA INC$126.3M0.27%4,454,103CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$124.0M0.27%1,185,801CommonSOLE
146869102CVNACARVANA CO$122.9M0.26%587,703CommonSOLE
09062X103BIIBBIOGEN INC$120.3M0.26%879,330CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$119.2M0.25%526,900CommonSOLE
68389X105ORCLORACLE CORP$119.1M0.25%852,065CommonSOLE
29444U700EQIXEQUINIX INC$118.7M0.25%145,547CommonSOLE
126408103CSXCSX CORP$118.4M0.25%4,023,939CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$117.1M0.25%522,827CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$116.3M0.25%123,020CommonSOLE
125523100CITHE CIGNA GROUP$116.2M0.25%353,136CommonSOLE
008492100ADCAGREE RLTY CORP$115.6M0.25%1,497,423CommonSOLE
922475108VEEVVEEVA SYS INC$115.5M0.25%498,807CommonSOLE
345370860FFORD MTR CO$115.4M0.25%11,503,694CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$114.7M0.25%1,960,220CommonSOLE
031162100AMGNAMGEN INC$112.0M0.24%359,516CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$111.7M0.24%1,022,481CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$111.3M0.24%671,851CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$110.5M0.24%9,501,392CommonSOLE
988498101YUMYUM BRANDS INC$108.5M0.23%689,713CommonSOLE
422806109HEIHEICO CORP NEW$108.5M0.23%406,031CommonSOLE
78464A797KBESPDR SER TR$106.5M0.23%2,010,240CommonSOLE
052769106ADSKAUTODESK INC$105.4M0.23%402,548CommonSOLE
351858105FNVFRANCO NEV CORP$104.5M0.22%662,933CommonSOLE
278865100ECLECOLAB INC$103.0M0.22%406,261CommonSOLE
46432F339QUALISHARES TR$102.7M0.22%601,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$99.5M0.21%2,391,344CommonSOLE
136385101CNQCANADIAN NAT RES LTD$98.9M0.21%3,210,366CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$98.7M0.21%2,549,232CommonSOLE
464287622IWBISHARES TR$98.6M0.21%321,500CommonSOLE
29355A107ENPHENPHASE ENERGY INC$98.5M0.21%1,587,008CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$96.7M0.21%2,381,239CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$96.6M0.21%868,136CommonSOLE
61945C103MOSMOSAIC CO NEW$96.4M0.21%3,568,663CommonSOLE
093712107BEBLOOM ENERGY CORP$95.0M0.20%4,832,808CommonSOLE
143658300CCL1EURCARNIVAL CORP$94.7M0.20%4,847,200PUTSOLE
57060D108MKTXMARKETAXESS HLDGS INC$93.1M0.20%430,522CommonSOLE
921910816MGKVANGUARD WORLD FD$92.4M0.20%299,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$91.9M0.20%169,500CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$91.8M0.20%988,900CommonSOLE
695156109PKGPACKAGING CORP AMER$91.7M0.20%463,281CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$91.3M0.20%8,654,634CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$90.0M0.19%1,047,100CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$89.1M0.19%3,557,323CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$88.6M0.19%76,745,000CommonNONE
464289438IWYISHARES TR$88.5M0.19%419,700CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$88.1M0.19%1,915,050CommonSOLE
501044101KRKROGER CO$88.1M0.19%1,301,858CommonSOLE
090043100BILLBILL HOLDINGS INC$87.3M0.19%1,903,443CommonSOLE
G5960L103MDTMEDTRONIC PLC$86.6M0.19%963,848CommonSOLE
861012102STMSTMICROELECTRONICS N V$86.3M0.18%3,928,586CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$86.0M0.18%2,163,157CommonSOLE
N07059210ASMLASML HOLDING N V$86.0M0.18%129,726CommonSOLE
109641100EATBRINKER INTL INC$85.3M0.18%572,491CommonSOLE
863667101SYKSTRYKER CORPORATION$84.7M0.18%227,627CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$84.4M0.18%143,191CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$84.1M0.18%882,643CommonSOLE
17275R102CSCOCISCO SYS INC$83.6M0.18%1,354,614CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$83.5M0.18%503,155CommonSOLE
009066101ABNBAIRBNB INC$83.5M0.18%698,648CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$83.1M0.18%1,285,444CommonSOLE
458140100INTCINTEL CORP$82.4M0.18%3,630,507CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$80.8M0.17%734,216CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$79.2M0.17%2,189,426CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$78.7M0.17%532,009CommonSOLE
302491303FMCFMC CORP$78.4M0.17%1,857,835CommonSOLE
922280102VRNSVARONIS SYS INC$77.9M0.17%1,925,254CommonSOLE
40131M109GHGUARDANT HEALTH INC$77.8M0.17%1,825,863CommonSOLE
29977A105EVREVERCORE INC$77.8M0.17%389,366CommonSOLE
N00985106AERAERCAP HOLDINGS NV$76.8M0.16%751,222CommonSOLE
780259305SHELSHELL PLC$75.9M0.16%1,036,082CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$75.1M0.16%62,360,000CommonNONE
46982L108JJACOBS SOLUTIONS INC$74.6M0.16%616,986CommonSOLE
205887102CAGCONAGRA BRANDS INC$73.8M0.16%2,767,734CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$72.0M0.15%71,045,000CommonNONE
464287176TIPISHARES TR$71.8M0.15%646,100CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$71.6M0.15%234,905CommonSOLE
30034W106EVRGEVERGY INC$71.4M0.15%1,035,622CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$70.1M0.15%47,596,000CommonNONE
91680M107UPSTUPSTART HLDGS INC$69.0M0.15%1,499,186CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$68.5M0.15%937,248CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$68.4M0.15%423,888CommonSOLE
615369105MCOMOODYS CORP$68.3M0.15%146,590CommonSOLE
11777Q209BTGB2GOLD CORP$68.0M0.15%23,850,280CommonSOLE
87807B107TRPTC ENERGY CORP$67.7M0.14%1,434,827CommonSOLE
456788108INFYINFOSYS LTD$67.5M0.14%3,700,213CommonSOLE
03674X106ARANTERO RESOURCES CORP$66.9M0.14%1,653,257CommonSOLE
04010L103ARCCARES CAPITAL CORP$66.7M0.14%3,011,884CommonSOLE
059460303BBDBANCO BRADESCO S A$66.7M0.14%29,902,447CommonSOLE
060505104BACBANK AMERICA CORP$66.0M0.14%1,580,450CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$65.6M0.14%538,226CommonSOLE
500767306KWEBKRANESHARES TRUST$64.6M0.14%1,850,000CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$64.5M0.14%50,150,000CommonNONE
461202103INTUINTUIT$63.7M0.14%103,804CommonSOLE
464287309IVWISHARES TR$63.7M0.14%686,231CommonSOLE
N3167Y103RACEFERRARI N V$61.9M0.13%144,700CommonSOLE
929160109VMCVULCAN MATLS CO$61.8M0.13%265,105CommonSOLE
460146103IPINTERNATIONAL PAPER CO$61.4M0.13%1,150,601CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$61.1M0.13%452,549CommonSOLE
150870103CECELANESE CORP DEL$60.8M0.13%1,071,482CommonSOLE
00130H105AESAES CORP$60.0M0.13%4,832,781CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$60.0M0.13%2,808,694CommonSOLE
15118V207CELHCELSIUS HLDGS INC$59.9M0.13%1,680,276CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$59.8M0.13%61,100,000CommonNONE
872590104TMUST-MOBILE US INC$59.7M0.13%223,986CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$59.2M0.13%175,182CommonSOLE
30161Q104EXELEXELIXIS INC$59.0M0.13%1,599,283CommonSOLE
199908104FIXCOMFORT SYS USA INC$59.0M0.13%183,051CommonSOLE
148929102CAVACAVA GROUP INC$58.8M0.13%680,593CommonSOLE
651639106NEMNEWMONT CORP$58.5M0.13%1,212,323CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$58.3M0.12%59,105,000CommonNONE
589889104MMSIMERIT MED SYS INC$57.8M0.12%546,570CommonSOLE
031100100AMEAMETEK INC$57.5M0.12%333,819CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$57.4M0.12%344,501CommonSOLE
464287101OEFISHARES TR$56.9M0.12%210,100CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$56.8M0.12%1,059,772CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$55.8M0.12%322,960CommonSOLE
12653C108CNXCNX RES CORP$55.8M0.12%1,771,874CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$55.8M0.12%2,941,246CommonSOLE
438516106HONHONEYWELL INTL INC$55.7M0.12%263,099CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$55.7M0.12%640,047CommonSOLE
46429B697USMVISHARES TR$55.7M0.12%594,600CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$55.3M0.12%662,115CommonSOLE
631103108NDAQNASDAQ INC$54.2M0.12%714,239CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$53.7M0.11%759,388CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$53.6M0.11%4,301,800PUTSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$53.5M0.11%1,770,642CommonSOLE
256746108DLTRDOLLAR TREE INC$53.3M0.11%710,458CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$53.3M0.11%197,415CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$53.3M0.11%11,762,543CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$53.2M0.11%302,669CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$53.2M0.11%7,947,777CommonSOLE
075887109BDXBECTON DICKINSON & CO$52.9M0.11%231,081CommonSOLE
85205TAQ3SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$52.9M0.11%38,765,000CommonNONE
87612G101TRGPTARGA RES CORP$52.8M0.11%263,358CommonSOLE
143658300CCL1EURCARNIVAL CORP$52.6M0.11%2,692,561CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$52.5M0.11%1,173,617CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$52.5M0.11%49,733,000CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$52.4M0.11%214,871CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$52.4M0.11%230,376CommonSOLE
56585A102MPCMARATHON PETE CORP$52.3M0.11%358,787CommonSOLE
94419L101WWAYFAIR INC$52.1M0.11%1,627,581CommonSOLE
133131102CPTCAMDEN PPTY TR$52.1M0.11%425,720CommonSOLE
751212101RLRALPH LAUREN CORP$51.6M0.11%233,628CommonSOLE
77543R102ROKUROKU INC$51.4M0.11%730,150CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$51.3M0.11%8,122,587CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$51.1M0.11%264,800CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$50.9M0.11%20,700,000CommonNONE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$50.9M0.11%1,030,634CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$50.9M0.11%1,685,853CommonSOLE
816850101SMTCSEMTECH CORP$50.7M0.11%1,472,763CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$50.2M0.11%1,613,009CommonSOLE
14174T107CTRECARETRUST REIT INC$50.0M0.11%1,749,592CommonSOLE
143130102KMXCARMAX INC$49.3M0.11%632,625CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$49.3M0.11%634,521CommonSOLE
136375102CNICANADIAN NATL RY CO$49.1M0.10%503,818CommonSOLE
78468R556XOPSPDR SER TR$48.9M0.10%371,089CommonSOLE
228368106CCKCROWN HLDGS INC$48.8M0.10%547,196CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$48.7M0.10%46,054,000CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$48.1M0.10%411,149CommonSOLE
M98068105WIXWIX COM LTD$47.8M0.10%292,852CommonSOLE
55024U109LITELUMENTUM HLDGS INC$47.8M0.10%766,000PUTSOLE
974155103WINGWINGSTOP INC$47.6M0.10%210,823CommonSOLE
33829M101FIVEFIVE BELOW INC$47.3M0.10%631,544CommonSOLE
N14506104ESTCELASTIC N V$47.2M0.10%529,194CommonSOLE
10316T104BOXBOX INC$47.1M0.10%1,525,811CommonSOLE
902494103TSNTYSON FOODS INC$46.5M0.10%728,766CommonSOLE
83304A106SNAPSNAP INC$46.4M0.10%5,332,639CommonSOLE
03743Q108APAAPA CORPORATION$46.4M0.10%2,206,101CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$46.2M0.10%678,600CommonSOLE
902973304USBUS BANCORP DEL$46.1M0.10%1,092,060CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$46.1M0.10%818,888CommonSOLE
98980G102ZSZSCALER INC$46.1M0.10%232,317CommonSOLE
650111107NYTNEW YORK TIMES CO$46.1M0.10%928,967CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$46.0M0.10%658,643CommonSOLE
125269100CFCF INDS HLDGS INC$45.5M0.10%582,364CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$45.2M0.10%482,660CommonSOLE
55087P104LYFTLYFT INC$45.1M0.10%3,800,812CommonSOLE
000899104ADMAADMA BIOLOGICS INC$44.7M0.10%2,255,306CommonSOLE
268150109DTDYNATRACE INC$44.7M0.10%947,973CommonSOLE
880770102TERTERADYNE INC$44.4M0.09%537,616CommonSOLE
063671101BMOBANK MONTREAL QUE$44.3M0.09%463,940CommonSOLE
04016X101ARGXARGENX SE$43.8M0.09%73,948CommonSOLE
05464C101AXONAXON ENTERPRISE INC$43.7M0.09%83,175CommonSOLE
H8817H100RIGTRANSOCEAN LTD$43.3M0.09%13,670,499CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$43.0M0.09%622,313CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$42.8M0.09%344,413CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$42.3M0.09%264,704CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$42.3M0.09%43,392,000CommonNONE
252131107DXCMDEXCOM INC$42.1M0.09%616,589CommonSOLE
60937P106MDBMONGODB INC$42.1M0.09%239,770CommonSOLE
204166102CVLTCOMMVAULT SYS INC$42.0M0.09%266,429CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$41.9M0.09%40,500,000CommonNONE
513272104LWLAMB WESTON HLDGS INC$41.2M0.09%773,903CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$41.2M0.09%646,028CommonSOLE
011532108AGIALAMOS GOLD INC NEW$40.5M0.09%1,514,064CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$40.5M0.09%1,189,159CommonSOLE
946784105WAYWAYSTAR HLDG CORP$40.0M0.09%1,070,264CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$39.7M0.08%8,666,444CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$39.7M0.08%492,877CommonSOLE
23804L103DDOGDATADOG INC$39.5M0.08%398,504CommonSOLE
337932107FEFIRSTENERGY CORP$39.3M0.08%972,871CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$39.3M0.08%227,099CommonSOLE
02319V103ABEVAMBEV SA$38.9M0.08%16,703,711CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$38.6M0.08%1,120,000PUTSOLE
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$38.0M0.08%36,084,000CommonNONE
231561101CWCURTISS WRIGHT CORP$37.6M0.08%118,426CommonSOLE
354613101BENFRANKLIN RESOURCES INC$37.4M0.08%1,941,028CommonSOLE
253868103DLRDIGITAL RLTY TR INC$37.2M0.08%259,798CommonSOLE
372303206GMABGENMAB A/S$37.2M0.08%1,899,766CommonSOLE
053611109AVYAVERY DENNISON CORP$37.1M0.08%208,224CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$36.9M0.08%32,407,000CommonNONE
G3730V105FTAIFTAI AVIATION LTD$36.8M0.08%331,508CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$36.8M0.08%915,872CommonSOLE
91332U101UUNITY SOFTWARE INC$36.7M0.08%1,873,257CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$36.7M0.08%1,855,000PUTSOLE
00751Y106AAPADVANCE AUTO PARTS INC$36.7M0.08%935,000CommonSOLE
067901108ABXBARRICK GOLD CORP$36.6M0.08%1,884,743CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$36.5M0.08%220,816CommonSOLE
452327109ILMNILLUMINA INC$36.5M0.08%459,537CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$36.0M0.08%869,950CommonSOLE
69318G106PBFPBF ENERGY INC$35.7M0.08%1,872,507CommonSOLE
464287556IBBISHARES TR$35.5M0.08%277,807CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$35.5M0.08%9,062,878CommonSOLE
G02602103DOXAMDOCS LTD$35.5M0.08%387,486CommonSOLE
122017106BURLBURLINGTON STORES INC$35.4M0.08%148,600PUTSOLE
116794108BRKRBRUKER CORP$35.3M0.08%844,771CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$35.2M0.08%36,672,000CommonNONE
78463V107GLDSPDR GOLD TR$35.2M0.08%122,109CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$35.2M0.08%550,880CommonSOLE
440452100HRLHORMEL FOODS CORP$34.8M0.07%1,123,901CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$34.5M0.07%359,135CommonSOLE
941848103WATWATERS CORP$34.4M0.07%93,274CommonSOLE
37045V100GMGENERAL MTRS CO$34.4M0.07%730,867CommonSOLE
450913108IAGIAMGOLD CORP$34.2M0.07%5,466,727CommonSOLE
018522300AEBAALLETE INC$34.1M0.07%518,674CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$34.0M0.07%781,716CommonSOLE
617700109MORNMORNINGSTAR INC$33.9M0.07%113,152CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$33.8M0.07%1,207,941CommonSOLE
78464A755XMESPDR SER TR$33.6M0.07%600,000CommonSOLE
046353108AZNNASTRAZENECA PLC$33.4M0.07%454,540CommonSOLE
98389B100XELXCEL ENERGY INC$33.3M0.07%470,699CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$33.2M0.07%434,242CommonSOLE
26701L100BROSDUTCH BROS INC$33.1M0.07%535,647CommonSOLE
75281A109RRCRANGE RES CORP$33.1M0.07%827,993CommonSOLE
78409V104SPGIS&P GLOBAL INC$33.0M0.07%64,945CommonSOLE
373737105GGBGERDAU SA$33.0M0.07%11,615,659CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$32.9M0.07%179,060CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$32.9M0.07%386,800PUTSOLE
903731107ULSUL SOLUTIONS INC$32.8M0.07%580,987CommonSOLE
534187109LNCLINCOLN NATL CORP IND$32.7M0.07%910,388CommonSOLE
349942102FSMFORTUNA MNG CORP$32.4M0.07%5,312,832CommonSOLE
209115104EDCONSOLIDATED EDISON INC$32.1M0.07%290,502CommonSOLE
131193AE4CALY 2.75 05/01/26TOPGOLF CALLAWAY BRANDS CORP$32.1M0.07%33,062,000CommonNONE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$32.1M0.07%23,088,000CommonNONE
90364P105PATHUIPATH INC$32.0M0.07%3,108,530CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$31.9M0.07%2,565,934CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$31.9M0.07%27,900,000CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$31.8M0.07%139,437CommonSOLE
644535106NGDNNEW GOLD INC CDA$31.5M0.07%8,497,442CommonSOLE
384109104GGGGRACO INC$31.4M0.07%376,225CommonSOLE
48242W106KBRKBR INC$31.3M0.07%629,012CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$31.3M0.07%793,639CommonSOLE
464287408IVEISHARES TR$31.2M0.07%163,800CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$31.2M0.07%275,243CommonSOLE
457669307INSMINSMED INC$31.0M0.07%406,903CommonSOLE
55261F104MTBM & T BK CORP$30.9M0.07%172,926CommonSOLE
00090Q103ADTADT INC DEL$30.9M0.07%3,795,582CommonSOLE
020002101ALLALLSTATE CORP$30.9M0.07%149,044CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$30.8M0.07%3,082,184CommonSOLE
402635502GPORGULFPORT ENERGY CORP$30.0M0.06%163,018CommonSOLE
29082A107EMBJEMBRAER S.A.$30.0M0.06%649,737CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$30.0M0.06%12,804,000CommonNONE
364760108GAPGAP INC$29.8M0.06%1,448,153CommonSOLE
N20944109CNHCNH INDL N V$29.6M0.06%2,413,220CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$29.6M0.06%1,038,399CommonSOLE
690742101OCOWENS CORNING NEW$29.6M0.06%207,177CommonSOLE
368736104GNRCGENERAC HLDGS INC$29.5M0.06%233,137CommonSOLE
090040106BILIBILIBILI INC$29.3M0.06%1,535,049CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$29.2M0.06%819,127CommonSOLE
733174700BPOPPOPULAR INC$29.2M0.06%315,981CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$29.2M0.06%1,294,484CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$29.2M0.06%843,321CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$29.1M0.06%93,205CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$29.1M0.06%668,843CommonSOLE
46435G425ESGUISHARES TR$28.9M0.06%236,900CommonSOLE
88162G103TTEKTETRA TECH INC NEW$28.9M0.06%986,937CommonSOLE
759916109RGENREPLIGEN CORP$28.7M0.06%225,306CommonSOLE
07725L102ONCBEIGENE LTD$28.4M0.06%104,466CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$28.4M0.06%146,403CommonSOLE
874080104TALTAL EDUCATION GROUP$28.3M0.06%2,144,766CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$28.3M0.06%81,010CommonSOLE
96208T104WEXWEX INC$28.1M0.06%179,261CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$28.1M0.06%1,926,709CommonSOLE
171779309CIENCIENA CORP$28.1M0.06%465,064CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$28.0M0.06%480,691CommonSOLE
91688F104UPWKUPWORK INC$27.7M0.06%2,122,070CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$27.6M0.06%788,280CommonSOLE
464288794IAIISHARES TR$27.6M0.06%196,900CommonSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$27.6M0.06%25,282,000CommonNONE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$27.4M0.06%30,750,000CommonNONE
87043Q108SGSWEETGREEN INC$27.3M0.06%1,092,380CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$27.3M0.06%31,552,000CommonNONE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$27.2M0.06%564,938CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$27.2M0.06%801,781CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$27.2M0.06%88,992CommonSOLE
781154109RBRKRUBRIK INC.$27.2M0.06%445,535CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$27.0M0.06%46,460CommonSOLE
496902404KGCKINROSS GOLD CORP$27.0M0.06%2,138,996CommonSOLE
04626A103ALABASTERA LABS INC$26.9M0.06%450,114CommonSOLE
960413102WLKWESTLAKE CORPORATION$26.6M0.06%266,071CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$26.6M0.06%221,247CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$26.6M0.06%583,853CommonSOLE
98149GAB6WKC 3.25 07/01/28WORLD KINECT CORPORATION$26.6M0.06%23,000,000CommonNONE
553368101MPMP MATERIALS CORP$26.5M0.06%1,087,600PUTSOLE
679295105OKTAOKTA INC$26.5M0.06%251,610CommonSOLE
45867G101IDCCINTERDIGITAL INC$26.2M0.06%126,816CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$26.1M0.06%3,798,503CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$25.9M0.06%369,050CommonSOLE
22266T109CPNGCOUPANG INC$25.9M0.06%1,181,025CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$25.6M0.05%193,891CommonSOLE
428050108HSAIHESAI GROUP$25.5M0.05%1,720,562CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$25.3M0.05%1,003,432CommonSOLE
184496107CLHCLEAN HARBORS INC$25.3M0.05%128,227CommonSOLE
00766T100ACMAECOM$25.2M0.05%272,284CommonSOLE
816850101SMTCSEMTECH CORP$25.1M0.05%730,000PUTSOLE
482480100KLACKLA CORP$25.1M0.05%36,870CommonSOLE
45167R104IEXIDEX CORP$25.0M0.05%138,199CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$24.9M0.05%25,000,000CommonNONE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$24.7M0.05%21,000,000CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$24.7M0.05%74,869CommonSOLE
56501R106MFCMANULIFE FINL CORP$24.6M0.05%790,115CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$24.6M0.05%163,343CommonSOLE
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$24.5M0.05%23,640,000CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$24.4M0.05%827,286CommonSOLE
427096508HTGCHERCULES CAPITAL INC$24.3M0.05%1,265,084CommonSOLE
428291108HXLHEXCEL CORP NEW$24.2M0.05%442,007CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$24.2M0.05%776,831CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$24.2M0.05%2,207,595CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$24.1M0.05%189,952CommonSOLE
958102105WDCWESTERN DIGITAL CORP$23.9M0.05%591,918CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$23.9M0.05%328,100CALLSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$23.5M0.05%1,239,600PUTSOLE
26614N102DDDUPONT DE NEMOURS INC$23.5M0.05%314,579CommonSOLE
98138H101WDAYWORKDAY INC$23.5M0.05%100,478CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$23.4M0.05%660,319CommonSOLE
806857108SLBSCHLUMBERGER LTD$23.4M0.05%560,272CommonSOLE
928254101VIRTVIRTU FINL INC$23.4M0.05%613,941CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$23.4M0.05%1,622,725CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$23.2M0.05%242,861CommonSOLE
G5S37H101MRXMAREX GROUP PLC$23.2M0.05%655,592CommonSOLE
70202L102PSNPARSONS CORP DEL$23.1M0.05%390,851CommonSOLE
49845K101KVYOKLAVIYO INC$23.0M0.05%761,084CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$22.9M0.05%633,152CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$22.9M0.05%62,105CommonSOLE
H01301128ALCALCON AG$22.8M0.05%240,055CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$22.7M0.05%1,899,830CommonSOLE
69331C108PCGPG&E CORP$22.7M0.05%1,322,463CommonSOLE
H50430232LOGILOGITECH INTL S A$22.7M0.05%269,041CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$22.7M0.05%261,160CommonSOLE
G8473T100STESTERIS PLC$22.5M0.05%99,315CommonSOLE
98139A105WKWORKIVA INC$22.5M0.05%296,108CommonSOLE
125896100CMSCMS ENERGY CORP$22.5M0.05%299,189CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$22.5M0.05%4,230,426CommonSOLE
05464C101AXONAXON ENTERPRISE INC$22.5M0.05%42,700PUTSOLE
464287549IGMISHARES TR$22.4M0.05%247,500CommonSOLE
637417106NNNNNN REIT INC$22.4M0.05%525,236CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$22.4M0.05%2,941,432CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$22.3M0.05%366,947CommonSOLE
518439104ELLAUDER ESTEE COS INC$22.3M0.05%338,063CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$22.3M0.05%281,283CommonSOLE
07317Q105BTEBAYTEX ENERGY CORP$22.2M0.05%9,959,894CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$22.2M0.05%382,917CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$22.2M0.05%1,637,214CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$21.9M0.05%22,000,000CommonNONE
013872106AAALCOA CORP$21.9M0.05%716,916CommonSOLE
92189F676SMHVANECK ETF TRUST$21.8M0.05%102,986CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$21.7M0.05%210,525CommonSOLE
447011107HUNHUNTSMAN CORP$21.7M0.05%1,375,685CommonSOLE
872540109TJXTJX COS INC NEW$21.6M0.05%177,478CommonSOLE
04963C209ATRCATRICURE INC$21.5M0.05%667,925CommonSOLE
89832Q109TFCTRUIST FINL CORP$21.4M0.05%520,752CommonSOLE
959802109WUWESTERN UN CO$21.4M0.05%2,023,525CommonSOLE
969457100WMBWILLIAMS COS INC$21.4M0.05%358,209CommonSOLE
058498106BALLBALL CORP$21.1M0.05%405,252CommonSOLE
78464A409SPYGSPDR SER TR$21.0M0.04%261,300CommonSOLE
303250104FICOFAIR ISAAC CORP$20.9M0.04%11,350CommonSOLE
85472N109STNSTANTEC INC$20.9M0.04%252,544CommonSOLE
883203101TXTTEXTRON INC$20.9M0.04%289,311CommonSOLE
163851108CCCHEMOURS CO$20.9M0.04%1,542,441CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$20.8M0.04%725,922CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$20.8M0.04%558,053CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$20.8M0.04%400,014CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$20.8M0.04%257,913CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$20.6M0.04%413,800PUTSOLE
218352102CORTCORCEPT THERAPEUTICS INC$20.6M0.04%180,149CommonSOLE
N72482206QGENQIAGEN NV$20.5M0.04%511,153CommonSOLE
857477103STTSTATE STR CORP$20.5M0.04%228,832CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$20.2M0.04%1,251,051CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$20.0M0.04%213,594CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$19.9M0.04%54,100PUTSOLE
718172109PMPHILIP MORRIS INTL INC$19.9M0.04%125,375CommonSOLE
89400J107TRUTRANSUNION$19.9M0.04%239,382CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$19.8M0.04%1,021,272CommonSOLE
90138A103VNETVNET GROUP INC$19.8M0.04%2,419,128CommonSOLE
817565104SCISERVICE CORP INTL$19.8M0.04%247,279CommonSOLE
200340107CMACOMERICA INC$19.8M0.04%335,260CommonSOLE
04342Y104ASANASANA INC$19.8M0.04%1,357,111CommonSOLE
680665205OLNOLIN CORP$19.7M0.04%814,355CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$19.7M0.04%114,843CommonSOLE
594972408MSTRMICROSTRATEGY INC$19.7M0.04%68,200PUTSOLE
770323103RHIROBERT HALF INC.$19.5M0.04%358,270CommonSOLE
87918A105TDOCTELADOC HEALTH INC$19.5M0.04%2,454,695CommonSOLE
75734B100RDDTREDDIT INC$19.5M0.04%186,222CommonSOLE
736508847PORPORTLAND GEN ELEC CO$19.5M0.04%437,993CommonSOLE
M20791105CAMTCAMTEK LTD$19.5M0.04%332,657CommonSOLE
46222L108IONQIONQ INC$19.5M0.04%882,204CommonSOLE

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.