MondegarAI
SummitTX Capital, L.P.

Q1 2026 · 13F-HR

SummitTX Capital, L.P.holdings as filed

Filed 2026-05-15 · accession 0000905148-26-002402

$3.20B
Reported value
744
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · SummitTX Capital, L.P. · Q1 2026

AI · grounded in 13F

SummitTX Capital, L.P. closed its position in IVV, reducing exposure by $294.5M. The fund also exited positions in LLY for $37.5M and PYPL for $28.5M. On the buy side, the fund established new positions in CTRA for $28.3M and NVR for $27M. Additionally, it increased its holdings in WBD by 528.6%.

Holdings as filed

First 500 of 744

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$470.6M14.7%723,658CommonSOLE
46090E103QQQINVESCO QQQ TR$166.4M5.20%288,332CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$45.0M1.40%234,322CommonSOLE
N07059210ASMLASML HLDG NV$37.3M1.16%28,205CommonSOLE
55306N104MKSIMKS INC.$37.0M1.15%160,909CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$33.0M1.03%53,484CommonSOLE
398433102GFFGRIFFON CORP$30.2M0.94%415,531CommonSOLE
59001A102MTHMERITAGE HOMES CORP$29.2M0.91%471,614CommonSOLE
127097103CTRACOTERRA ENERGY INC$28.3M0.88%805,523CommonSOLE
89055F103BLDTOPBUILD COR$27.3M0.85%77,684CommonSOLE
62944T105NVRNVR INC$27.0M0.84%4,104CommonSOLE
17275R102CSCOCISCO SYS INC$27.0M0.84%347,994CommonSOLE
369604301GEGE AEROSPACE$25.6M0.80%90,080CommonSOLE
67066G104NVDANVIDIA CORPORATION$25.1M0.78%144,036CommonSOLE
023135106AMZNAMAZON COM INC$24.0M0.75%115,225CommonSOLE
497266106KEXKIRBY CORP$22.1M0.69%166,254CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$22.1M0.69%803,752CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$21.9M0.69%799,300PUTSOLE
038222105AMATAPPLIED MATLS INC$21.2M0.66%62,062CommonSOLE
285512109EAELECTRONIC ARTS INC$20.4M0.64%100,000PUTSOLE
29364G103ETRENTERGY CORP NEW$19.8M0.62%176,565CommonSOLE
018802108LNTALLIANT ENERGY CORP$19.4M0.61%270,716CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$17.6M0.55%52,220CommonSOLE
023608102AEEAMEREN CORP$17.3M0.54%157,640CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$16.8M0.53%128,529CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$16.5M0.51%312,181CommonSOLE
337932107FEFIRSTENERGY CORP$16.4M0.51%322,959CommonSOLE
351858105FNVFRANCO NEV CORP$16.2M0.51%65,523CommonSOLE
98389B100XELXCEL ENERGY INC$16.2M0.51%203,625CommonSOLE
690742101OCOWENS CORNING NEW$15.5M0.48%143,361CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$15.3M0.48%166,220CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$15.2M0.48%53,121CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$14.7M0.46%106,318CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$14.4M0.45%292,257CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$14.4M0.45%165,599CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$13.9M0.43%846,258CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$13.8M0.43%73,222CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$13.5M0.42%443,910CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$13.0M0.41%20,000PUTSOLE
169905106CHHCHOICE HOTELS INTL INC$13.0M0.40%125,122CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12.9M0.40%21,421CommonSOLE
701094104PHPARKER-HANNIFIN CORP$12.6M0.39%14,091CommonSOLE
G25508105CRHCRH PLC$12.5M0.39%118,777CommonSOLE
69351T106PPLPPL CORP$12.5M0.39%326,222CommonSOLE
57686G105MATXMATSON INC$11.9M0.37%72,827CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$11.9M0.37%36,838CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$11.7M0.36%33,849CommonSOLE
36467J108GLPIGAMING & LEISURE P$11.7M0.36%262,670CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$11.5M0.36%295,061CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$11.3M0.35%293,780CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$11.2M0.35%475,000CommonSOLE
65473P105NINISOURCE INC$11.2M0.35%239,481CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$11.1M0.35%995,885CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$10.9M0.34%55,209CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$10.9M0.34%15,921CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10.7M0.34%24,759CommonSOLE
767204100RIORIO TINTO PLC$10.5M0.33%113,025CommonSOLE
05603J108BKVBKV CORP$10.5M0.33%367,818CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$10.5M0.33%242,245CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$10.4M0.32%10,395CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$10.0M0.31%569,054CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$10.0M0.31%47,115CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$9.9M0.31%23,761CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$9.9M0.31%121,313CommonSOLE
12504L109CBRECBRE GROUP INC$9.8M0.31%72,653CommonSOLE
830879102SKYWSKYWEST INC$9.8M0.31%106,560CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$9.8M0.30%349,744CommonSOLE
G29183103ETNEATON CORP PLC$9.8M0.30%27,299CommonSOLE
06849F108BBARRICK MNG CORP$9.7M0.30%238,743CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$9.7M0.30%164,370CommonSOLE
46187W107INVHINVITATION HOMES INC$9.5M0.30%382,893CommonSOLE
G6375R107NESRNATIONAL ENERGY SERVICES REU$9.5M0.30%441,589CommonSOLE
13321L108CCJCAMECO CORP$9.3M0.29%85,464CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$9.3M0.29%137,821CommonSOLE
70975L107PENPENUMBRA INC$9.2M0.29%28,022CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$8.9M0.28%377,900CALLSOLE
406216101HALHALLIBURTON CO$8.9M0.28%227,188CommonSOLE
49803T300KRGKITE REALTY GROUP TRUST$8.7M0.27%355,188CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$8.6M0.27%104,847CommonSOLE
448579102HHYATT HOTELS CORP$8.6M0.27%59,894CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.5M0.27%43,165CommonSOLE
576323109MTZMASTEC INC$8.5M0.27%26,473CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8.5M0.26%139,670CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$8.4M0.26%100,044CommonSOLE
872540109TJXTJX COS INC NEW$8.4M0.26%52,309CommonSOLE
92840M102VSTVISTRA CORP$8.3M0.26%55,267CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$8.2M0.26%206,847CommonSOLE
00130H105AESAES CORP$8.2M0.26%582,844CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$8.2M0.26%2,010,275CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$8.2M0.26%232,051CommonSOLE
F21107101CSTMCONSTELLIUM SE$8.1M0.25%330,242CommonSOLE
80004C200SNDKSANDISK CORP$8.1M0.25%12,753CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$8.1M0.25%122,995CommonSOLE
98985Y108ZYMEZYMEWORKS INC$8.0M0.25%321,427CommonSOLE
126408103CSXCSX CORP$7.9M0.25%192,435CommonSOLE
05463X106AXGNAXOGEN INC$7.8M0.24%234,495CommonSOLE
053332102AZOAUTOZONE INC$7.8M0.24%2,297CommonSOLE
518439104ELLAUDER ESTEE COS INC$7.6M0.24%106,003CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$7.5M0.23%236,637CommonSOLE
464288661IEIISHARES TR$7.5M0.23%62,958CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$7.5M0.23%1,434,267CommonSOLE
464287440IEFISHARES TR$7.4M0.23%77,953CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$7.4M0.23%205,659CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$7.3M0.23%79,454CommonSOLE
031100100AMEAMETEK INC$7.3M0.23%34,106CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$7.3M0.23%347,760CommonSOLE
426927109XHCHERITAGE COMM CORP$7.2M0.23%580,179CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$7.2M0.23%377,690CommonSOLE
736508847PORPORTLAND GEN ELEC CO$7.2M0.22%136,388CommonSOLE
29977A105EVREVERCORE INC$7.2M0.22%24,089CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$7.1M0.22%123,383CommonSOLE
49427F108KRCKILROY REALTY CORP$7.1M0.22%250,456CommonSOLE
91912E105VALEVALE S A$7.0M0.22%442,804CommonSOLE
78709Y105SAIASAIA INC$7.0M0.22%20,040CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$7.0M0.22%24,726CommonSOLE
858119100STLDSTEEL DYNAMICS INC$7.0M0.22%38,768CommonSOLE
750917106RMBSRAMBUS INC DEL$6.9M0.22%80,674CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6.9M0.21%60,731CommonSOLE
68390D106OROR ROYALTIES INC.$6.8M0.21%179,129CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$6.8M0.21%202,962CommonSOLE
29082A107EMBJEMBRAER S.A.$6.8M0.21%113,786CommonSOLE
758849103REGREGENCY CTRS CORP$6.7M0.21%88,734CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$6.6M0.21%67,196CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6.5M0.20%67,739CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$6.5M0.20%76,563CommonSOLE
783754104RYZRYERSON HLDG CORP$6.5M0.20%289,584CommonSOLE
G54950103LINLINDE PLC$6.5M0.20%13,118CommonSOLE
615369105MCOMOODYS CORP$6.4M0.20%14,722CommonSOLE
461202103INTUINTUIT$6.4M0.20%14,843CommonSOLE
86765Q106SUNCSUNOCOCORP LLC$6.2M0.19%101,045CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$6.2M0.19%63,522CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$6.1M0.19%121,480CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$6.1M0.19%52,750CommonSOLE
928254101VIRTVIRTU FINL INC$6.0M0.19%136,332CommonSOLE
872590104TMUST-MOBILE US INC$6.0M0.19%28,483CommonSOLE
680665205OLNOLIN CORP$5.9M0.18%197,018CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.8M0.18%38,148CommonSOLE
931142103WMTWALMART INC$5.8M0.18%46,625CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$5.8M0.18%57,613CommonSOLE
515098101LSTRLANDSTAR SYS INC$5.6M0.17%34,838CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5.6M0.17%122,861CommonSOLE
50212V100LPLALPL FINL HLDGS INC$5.6M0.17%18,466CommonSOLE
92826C839VVISA INC$5.5M0.17%18,296CommonSOLE
G01767105ALKSALKERMES PLC$5.5M0.17%156,259CommonSOLE
070830104BBWIBATH & BODY WORKS INC$5.4M0.17%291,104CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$5.4M0.17%162,733CommonSOLE
90384S303ULTAULTA BEAUTY INC$5.3M0.17%10,228CommonSOLE
032654105ADIANALOG DEVICES INC$5.3M0.16%16,576CommonSOLE
55305B101MHOM/I HOMES INC$5.2M0.16%42,574CommonSOLE
422806109HEIHEICO CORP NEW$5.2M0.16%18,929CommonSOLE
032095101APHAMPHENOL CORP$5.2M0.16%41,014CommonSOLE
31428X106FDXFEDEX CORP$5.1M0.16%14,456CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$5.1M0.16%90,632CommonSOLE
683344105ONTOONTO INNOVATION INC$5.1M0.16%24,846CommonSOLE
27923Q109ECVTECOVYST INC$5.0M0.16%390,106CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$4.8M0.15%17,227CommonSOLE
464288752ITBISHARES TR$4.8M0.15%53,378CommonSOLE
58507V107MDLNMEDLINE INC$4.8M0.15%107,413CommonSOLE
23804L103DDOGDATADOG INC$4.8M0.15%40,282CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4.7M0.15%17,557CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$4.7M0.15%65,059CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$4.7M0.15%211,613CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.7M0.15%15,938CommonSOLE
69331C108PCGPG&E CORP$4.7M0.15%265,657CommonSOLE
372460105GPCGENUINE PARTS CO$4.6M0.14%43,070CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4.5M0.14%18,192CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$4.5M0.14%15,545CommonSOLE
30303M102METAMETA PLATFORMS INC$4.5M0.14%7,879CommonSOLE
387328107GVAGRANITE CONSTR INC$4.5M0.14%37,560CommonSOLE
464287515IGVISHARES TR$4.5M0.14%55,961CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$4.5M0.14%66,531CommonSOLE
833034101SNASNAP ON INC$4.4M0.14%12,240CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$4.4M0.14%317,624CommonSOLE
963320106WHRWHIRLPOOL CORP$4.4M0.14%81,716CommonSOLE
92243G108PCVXVAXCYTE INC$4.3M0.14%74,842CommonSOLE
887389104TKRTIMKEN CO$4.3M0.13%42,754CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$4.3M0.13%168,244CommonSOLE
346232101FORFORESTAR GROUP INC$4.3M0.13%174,627CommonSOLE
013091103ACIALBERTSONS COS INC$4.3M0.13%250,330CommonSOLE
343498101FLOFLOWERS FOODS INC$4.3M0.13%522,209CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$4.2M0.13%108,617CommonSOLE
629377508NRGNRG ENERGY INC$4.2M0.13%28,774CommonSOLE
81211K100SDASEALED AIR CORP NEW$4.2M0.13%100,000CALLSOLE
959802109WUWESTERN UN CO$4.2M0.13%480,458CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$4.2M0.13%75,466CommonSOLE
78442P106SLMSLM CORP$4.1M0.13%191,897CommonSOLE
092113109BKHBLACK HILLS CORP$4.1M0.13%59,158CommonSOLE
871829107SYYSYSCO CORP$4.1M0.13%57,533CommonSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$4.1M0.13%78,457CommonSOLE
007973100AEISADVANCED ENERGY INDS$4.0M0.13%12,484CommonSOLE
876030107TPRTAPESTRY INC$4.0M0.13%28,535CommonSOLE
00912X302ALAIR LEASE CORP$4.0M0.13%61,800CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$4.0M0.12%173,235CommonSOLE
277276101EGPEASTGROUP PPTYS INC$4.0M0.12%21,577CommonSOLE
09062X103BIIBBIOGEN INC$4.0M0.12%21,656CommonSOLE
057665200BCPCBALCHEM CORP$3.9M0.12%23,204CommonSOLE
770700102HOODROBINHOOD MKTS INC$3.9M0.12%56,262CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$3.9M0.12%90,355CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$3.9M0.12%57,725CommonSOLE
670346105NUENUCOR CORP$3.9M0.12%22,919CommonSOLE
45167R104IEXIDEX CORP$3.8M0.12%20,197CommonSOLE
40434L105HPQHP INC$3.8M0.12%198,018CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$3.8M0.12%124,750CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$3.8M0.12%22,930CommonSOLE
457669307INSMINSMED INC$3.8M0.12%23,153CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.7M0.12%23,725CommonSOLE
248356107DNNDENISON MINES CORP$3.7M0.12%1,052,858CommonSOLE
08265T208BSYBENTLEY SYS INC$3.7M0.11%104,520CommonSOLE
55354G100MSCIMSCI INC$3.7M0.11%6,778CommonSOLE
29355X107NPOENPRO INC$3.6M0.11%14,396CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.6M0.11%36,822CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.6M0.11%123,937CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$3.6M0.11%196,188CommonSOLE
451107106IDAIDACORP INC$3.5M0.11%24,776CommonSOLE
866674104SUISUN CMNTYS INC$3.5M0.11%27,841CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.5M0.11%64,934CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.4M0.11%12,710CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3.4M0.11%5,800CommonSOLE
77311W101RKTROCKET COS INC$3.4M0.11%237,781CommonSOLE
163851108CCCHEMOURS CO$3.4M0.11%152,938CommonSOLE
156431108CENXCENTURY ALUM CO$3.3M0.10%57,074CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$3.3M0.10%38,446CommonSOLE
146280508SILASILA REALTY TRUST INC$3.3M0.10%140,467CommonSOLE
H2906T109GRMNGARMIN LTD$3.3M0.10%14,268CommonSOLE
23282W605CYTKCYTOKINETICS INC$3.3M0.10%49,711CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$3.2M0.10%82,939CommonSOLE
816850101SMTCSEMTECH CORP$3.2M0.10%42,218CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$3.2M0.10%89,368CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$3.2M0.10%227,010CommonSOLE
30034W106EVRGEVERGY INC$3.1M0.10%38,207CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$3.1M0.10%167,545CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$3.1M0.10%42,624CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$3.1M0.10%59,483CommonSOLE
H01301128ALCALCON AG$3.0M0.09%40,100CommonSOLE
742718109PGPROCTER & GAMBLE CO$3.0M0.09%20,742CommonSOLE
29355A107ENPHENPHASE ENERGY INC$3.0M0.09%78,424CommonSOLE
534187109LNCLINCOLN NATL CORP IND$3.0M0.09%83,181CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$2.9M0.09%58,295CommonSOLE
412822108HOGHARLEY DAVIDSON INC$2.9M0.09%143,812CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.9M0.09%6,847CommonSOLE
18915M107NETCLOUDFLARE INC$2.9M0.09%14,085CommonSOLE
33829M101FIVEFIVE BELOW INC$2.9M0.09%12,574CommonSOLE
580135101MCDMCDONALDS CORP$2.9M0.09%9,177CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.8M0.09%17,533CommonSOLE
359694106FULFULLER H B CO$2.8M0.09%46,089CommonSOLE
354613101BENFRANKLIN RESOURCES INC$2.8M0.09%120,148CommonSOLE
917047102URBNURBAN OUTFITTERS INC$2.8M0.09%44,548CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.8M0.09%60,870CommonSOLE
831865209AOSSMITH A O CORP$2.8M0.09%42,250CommonSOLE
125896100CMSCMS ENERGY CORP$2.8M0.09%35,643CommonSOLE
751212101RLRALPH LAUREN CORP$2.8M0.09%7,999CommonSOLE
156944100CGONCG ONCOLOGY INC$2.7M0.09%40,570CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$2.7M0.09%25,679CommonSOLE
252131107DXCMDEXCOM INC$2.7M0.09%43,560CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$2.7M0.09%24,361CommonSOLE
437076102HDHOME DEPOT INC$2.7M0.09%8,306CommonSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$2.7M0.08%68,706CommonSOLE
009066101ABNBAIRBNB INC$2.6M0.08%20,944CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.6M0.08%6,184CommonSOLE
500754106KHCKRAFT HEINZ CO$2.6M0.08%115,119CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$2.6M0.08%15,304CommonSOLE
45719W205IKTINHIBIKASE THERAPEUTICS INC$2.6M0.08%1,524,536CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.6M0.08%23,298CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$2.6M0.08%141,936CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$2.6M0.08%44,923CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.5M0.08%26,841CommonSOLE
88579Y101MMM3M CO$2.5M0.08%17,346CommonSOLE
578784100MAZEMAZE THERAPEUTICS INC$2.5M0.08%83,750CommonSOLE
78454L100SMSM ENERGY COMPANY$2.5M0.08%79,549CommonSOLE
G3265R107APTVAPTIV PLC$2.5M0.08%35,394CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.4M0.08%31,689CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$2.4M0.08%82,397CommonSOLE
393657101GBXGREENBRIER COS INC$2.4M0.07%45,262CommonSOLE
15102K100CELCCELCUITY INC$2.4M0.07%20,812CommonSOLE
29842P105EPRXEUPRAXIA PHARMACEUTICALS INC$2.4M0.07%327,997CommonSOLE
315616102FFIVF5 INC$2.4M0.07%8,206CommonSOLE
02079K107GOOGALPHABET INC$2.4M0.07%8,255CommonSOLE
093671105HRBBLOCK H & R INC$2.4M0.07%74,444CommonSOLE
86333M108LRNSTRIDE INC$2.3M0.07%26,626CommonSOLE
75508B104RYAMRAYONIER ADVANCED MATLS INC$2.3M0.07%211,487CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$2.3M0.07%5,933CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$2.3M0.07%31,253CommonSOLE
576485205MTDRMATADOR RES CO$2.3M0.07%36,692CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.3M0.07%4,754CommonSOLE
95058W100WENWENDYS CO$2.3M0.07%331,076CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$2.3M0.07%130,904CommonSOLE
871332102SLVMSYLVAMO CORP$2.3M0.07%53,652CommonSOLE
372303206GMABGENMAB A/S$2.3M0.07%84,354CommonSOLE
00123Q104AGNCAGNC INVT CORP$2.2M0.07%223,801CommonSOLE
920253101VMIVALMONT INDS INC$2.2M0.07%5,554CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$2.2M0.07%288,889CommonSOLE
099724106BWABORGWARNER INC$2.2M0.07%39,636CommonSOLE
902973304USBUS BANCORP$2.1M0.07%40,800CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$2.1M0.07%99,354CommonSOLE
91529Y106UNMUNUM GROUP$2.1M0.07%28,914CommonSOLE
81211K100SDASEALED AIR CORP NEW$2.1M0.07%50,000CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.1M0.07%9,800CommonSOLE
00187Y100APGAPI GROUP CORP$2.1M0.07%51,620CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.1M0.06%18,735CommonSOLE
294429105EFXEQUIFAX INC$2.1M0.06%11,469CommonSOLE
224408104CRCRANE COMPANY$2.0M0.06%11,934CommonSOLE
45257U108IMNMIMMUNOME INC$2.0M0.06%92,880CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.0M0.06%25,145CommonSOLE
01921D204AAUCALLIED GOLD CORP$2.0M0.06%65,100CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2.0M0.06%72,900CALLSOLE
654902204NOKNOKIA CORP$2.0M0.06%245,559CommonSOLE
03743Q108APAAPA CORPORATION$2.0M0.06%46,511CommonSOLE
949746101WMT2WELLS FARGO & CO$2.0M0.06%24,650CommonSOLE
171779309CIENCIENA CORP$2.0M0.06%5,039CommonSOLE
626755102MUSAMURPHY USA INC$2.0M0.06%3,958CommonSOLE
441593100HLIHOULIHAN LOKEY INC$2.0M0.06%13,590CommonSOLE
00206R102TAT&T INC$2.0M0.06%67,302CommonSOLE
74340W103PLDPROLOGIS INC.$2.0M0.06%14,756CommonSOLE
90364P105PATHUIPATH INC$1.9M0.06%175,465CommonSOLE
852234103XYZBLOCK INC$1.9M0.06%31,792CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1.9M0.06%19,632CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$1.9M0.06%56,585CommonSOLE
149123101CATCATERPILLAR INC$1.9M0.06%2,664CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.9M0.06%24,343CommonSOLE
59156R108METMETLIFE INC$1.9M0.06%26,224CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1.8M0.06%65,498CommonSOLE
82509L107SHOPSHOPIFY INC$1.8M0.06%15,410CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.8M0.06%29,555CommonSOLE
85423L103SAROSTANDARDAERO INC$1.8M0.06%68,903CommonSOLE
02005N100ALLYALLY FINL INC$1.8M0.06%45,294CommonSOLE
596278101MIDDMIDDLEBY CORP$1.8M0.06%13,389CommonSOLE
26856L103ELFE L F BEAUTY INC$1.8M0.06%29,240CommonSOLE
48666K109KBHKB HOME$1.8M0.06%34,225CommonSOLE
92338C103VLTOVERALTO CORP$1.8M0.06%19,942CommonSOLE
254067101DDSDILLARDS INC$1.8M0.05%3,074CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.05%5,651CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$1.7M0.05%379,765CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.7M0.05%108,732CommonSOLE
960413102WLKWESTLAKE CORPORATION$1.7M0.05%14,335CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.7M0.05%11,164CommonSOLE
680033107ONBOLD NATL BANCORP IND$1.7M0.05%74,775CommonSOLE
302635206FSKFS KKR CAP CORP$1.6M0.05%162,066CommonSOLE
747525103QCOMQUALCOMM INC$1.6M0.05%12,790CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$1.6M0.05%67,033CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.6M0.05%9,507CommonSOLE
410867105THGHANOVER INS GROUP INC$1.6M0.05%9,396CommonSOLE
053774105CARAVIS BUDGET GROUP INC$1.6M0.05%11,162CommonSOLE
501889208LKQLKQ CORP$1.6M0.05%55,408CommonSOLE
128030202CALMCAL MAINE FOODS INC$1.6M0.05%20,417CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.6M0.05%43,588CommonSOLE
127190304CACICACI INTL INC$1.6M0.05%2,920CommonSOLE
12514G108CDWCDW CORP$1.6M0.05%13,083CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$1.6M0.05%19,625CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$1.6M0.05%239,142CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.6M0.05%24,340CommonSOLE
98138H101WDAYWORKDAY INC$1.6M0.05%11,948CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$1.5M0.05%66,340CommonSOLE
577081102MATMATTEL INC$1.5M0.05%106,402CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.5M0.05%4,481CommonSOLE
61945C103MOSMOSAIC CO$1.5M0.05%59,874CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.5M0.05%59,503CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$1.5M0.05%26,186CommonSOLE
N3167Y103RACEFERRARI N V$1.5M0.05%4,450CommonSOLE
55261F104MTBM & T BK CORP$1.5M0.05%7,270CommonSOLE
682680103OKEONEOK INC NEW$1.5M0.05%16,607CommonSOLE
13463J101CAMPCAMP4 THERAPEUTICS CORP$1.5M0.05%339,521CommonSOLE
896945201TRIPTRIPADVISOR INC$1.5M0.05%139,710CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.5M0.05%16,511CommonSOLE
N44445109IMTXIMMATICS N.V$1.5M0.05%151,112CommonSOLE
146229109CRICARTERS INC$1.5M0.05%41,137CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$1.4M0.04%13,257CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$1.4M0.04%60,217CommonSOLE
254687106DISDISNEY WALT CO$1.4M0.04%14,816CommonSOLE
G65431127NENOBLE CORP PLC$1.4M0.04%29,067CommonSOLE
988498101YUMYUM BRANDS INC$1.4M0.04%9,158CommonSOLE
40415F101HDBHDFC BANK LTD$1.4M0.04%56,972CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.4M0.04%6,493CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$1.4M0.04%20,235CommonSOLE
770323103RHIROBERT HALF INC.$1.4M0.04%54,952CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.4M0.04%18,545CommonSOLE
97717P104WTWISDOMTREE INC$1.4M0.04%95,672CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.4M0.04%6,668CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$1.4M0.04%45,531CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$1.4M0.04%20,257CommonSOLE
902653104UDRUDR INC$1.4M0.04%40,167CommonSOLE
75524B104RBCRBC BEARINGS INC$1.4M0.04%2,496CommonSOLE
038336103ATRAPTARGROUP INC$1.3M0.04%10,688CommonSOLE
450913108IAGIAMGOLD CORP$1.3M0.04%70,724CommonSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$1.3M0.04%238,947CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.04%8,153CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.3M0.04%1,713CommonSOLE
554489104VREVERIS RESIDENTIAL INC$1.3M0.04%69,900CommonSOLE
78464A714XRTSPDR SERIES TRUST$1.3M0.04%16,381CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$1.3M0.04%184,578CommonSOLE
693656100PVHPVH CORPORATION$1.3M0.04%18,305CommonSOLE
233331107DTEDTE ENERGY CO$1.3M0.04%8,726CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1.3M0.04%55,966CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$1.3M0.04%38,730CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.3M0.04%8,240CommonSOLE
222795502CUZCOUSINS PPTYS INC$1.3M0.04%55,804CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.3M0.04%1,081CommonSOLE
456788108INFYINFOSYS LTD$1.2M0.04%92,476CommonSOLE
574795100MASIMASIMO CORP$1.2M0.04%7,000CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.2M0.04%34,401CommonSOLE
749685103RPMRPM INTL INC$1.2M0.04%12,231CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.2M0.04%64,428CommonSOLE
126117100CNACNA FINL CORP$1.2M0.04%26,218CommonSOLE
26603R106DUOLDUOLINGO INC$1.2M0.04%12,173CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.2M0.04%3,611CommonSOLE
008073108AVAVAEROVIRONMENT INC$1.2M0.04%6,512CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.2M0.04%9,790CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$1.2M0.04%28,767CommonSOLE
256163106DOCUDOCUSIGN INC$1.2M0.04%24,921CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$1.2M0.04%118,773CommonSOLE
G9572D103BULLWEBULL CORP$1.2M0.04%245,192CommonSOLE
00246W103AXTIAXT INC$1.2M0.04%20,498CommonSOLE
224441105CXTCRANE NXT CO$1.2M0.04%28,451CommonSOLE
64828T201RITMRITHM CAPITAL CORP$1.1M0.04%120,601CommonSOLE
827048109SLGNSILGAN HLDGS INC$1.1M0.04%29,393CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1.1M0.04%124,874CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.1M0.04%17,509CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$1.1M0.04%20,052CommonSOLE
436440101HO1HOLOGIC INC$1.1M0.04%14,976CommonSOLE
G65163100JOBYJOBY AVIATION INC$1.1M0.04%136,399CommonSOLE
74319R101PRGPROG HOLDINGS INC$1.1M0.03%38,662CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.1M0.03%6,386CommonSOLE
74762E102QUREQUANTA SVCS INC$1.1M0.03%2,019CommonSOLE
536797103LADLITHIA MTRS INC$1.1M0.03%4,430CommonSOLE
01626L204ALGSALIGOS THERAPEUTICS INC$1.1M0.03%148,799CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$1.1M0.03%29,490CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.1M0.03%12,200CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$1.1M0.03%581CommonSOLE
493267108KEYKEYCORP$1.1M0.03%54,604CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.1M0.03%41,460CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.1M0.03%9,525CommonSOLE
052769106ADSKAUTODESK INC$1.1M0.03%4,529CommonSOLE
00724F101ADBEADOBE INC$1.1M0.03%4,404CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$1.1M0.03%49,811CommonSOLE
G9460G101VALVALARIS LTD$1.1M0.03%10,883CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.1M0.03%92,950CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1.1M0.03%7,448CommonSOLE
92847W103VITLVITAL FARMS INC$1.0M0.03%74,081CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$1.0M0.03%60,690CommonSOLE
679295105OKTAOKTA INC$1.0M0.03%13,197CommonSOLE
78464A797KBESPDR SERIES TRUST$1.0M0.03%17,423CommonSOLE
G0176J109ALLEALLEGION PLC$1.0M0.03%7,117CommonSOLE
78468R549XESSPDR SERIES TRUST$1.0M0.03%8,877CommonSOLE
46434V423KSAISHARES TR$1.0M0.03%25,700CommonSOLE
714046109RVTYREVVITY INC$1.0M0.03%11,512CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.0M0.03%3,444CommonSOLE
722304102PDDPDD HOLDINGS INC$1.0M0.03%9,842CommonSOLE
29530P102ERIEERIE INDTY CO$1.0M0.03%3,996CommonSOLE
737446104POSTPOST HLDGS INC$981,2840.03%9,926CommonSOLE
50050N103KTBKONTOOR BRANDS INC$977,3820.03%13,905CommonSOLE
53947R105LOARLOAR HOLDINGS INC$974,3310.03%17,007CommonSOLE
45867G101IDCCINTERDIGITAL INC$972,7420.03%3,221CommonSOLE
399473206GRPNGROUPON INC$968,2550.03%81,366CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$967,9670.03%28,689CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$967,4520.03%42,488CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$946,1410.03%43,124CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$929,8100.03%20,904CommonSOLE
750236101RDNRADIAN GROUP INC$923,9910.03%27,932CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$920,6630.03%7,539CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$911,0730.03%101,118CommonSOLE
260003108DOVDOVER CORP$910,3010.03%4,367CommonSOLE
902681105UGIUGI CORP NEW$909,2250.03%24,965CommonSOLE
60937P106MDBMONGODB INC$906,6280.03%3,704CommonSOLE
64073B103NPNEPTUNE INS HLDGS INC$898,4170.03%37,140CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$891,0560.03%67,658CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$890,4510.03%4,502CommonSOLE
071813109BAXBAXTER INTL INC$885,9820.03%52,737CommonSOLE
254604101IRONDISC MEDICINE INC$883,6510.03%13,820CommonSOLE
901109108TPCTUTOR PERINI CORP$883,4400.03%11,445CommonSOLE
55024U109LITELUMENTUM HLDGS INC$881,9640.03%1,255CommonSOLE
440452100HRLHORMEL FOODS CORP$880,2700.03%38,864CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$875,7370.03%13,550CommonSOLE
19247G107COHRCOHERENT CORP$875,6600.03%3,676CommonSOLE
872657101TPGTPG INC$874,0840.03%21,577CommonSOLE
370334104GISGENERAL MILLS INC$861,1220.03%23,136CommonSOLE
65340P106NXENEXGEN ENERGY LTD$861,0800.03%74,231CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$854,2380.03%25,576CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$850,5630.03%5,207CommonSOLE
172967424CCITIGROUP INC$849,4410.03%7,490CommonSOLE
98954M200ZZILLOW GROUP INC$848,2070.03%20,498CommonSOLE
G11448100BTDRBITDEER TECHNOLOGIES GROUP$846,9220.03%97,910CommonSOLE
26210C104DBXDROPBOX INC$843,9340.03%37,145CommonSOLE
H5919C104ONONON HLDG AG$843,7980.03%24,803CommonSOLE
78464A722XPHSPDR SERIES TRUST$842,5600.03%15,577CommonSOLE
G00894108ARXACCELERANT HOLDINGS$841,6670.03%62,999CommonSOLE
444859102HUMHUMANA INC$833,8330.03%4,809CommonSOLE
N69605108PHVSPHARVARIS N V$824,4480.03%29,184CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$818,7210.03%20,351CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$814,4160.03%20,244CommonSOLE
717081103PFEPFIZER INC$806,5140.03%28,722CommonSOLE
691497309OXMOXFORD INDS INC$795,8860.02%20,667CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$795,8230.02%9,408CommonSOLE
G5279N105KLARKLARNA GROUP PLC$787,2060.02%60,138CommonSOLE
89832Q109TFCTRUIST FINL CORP$773,9050.02%16,835CommonSOLE
116794108BRKRBRUKER CORP$768,2720.02%21,270CommonSOLE
172908105CTASCINTAS CORP$766,0350.02%4,529CommonSOLE
48282T104KAIKADANT INC$765,3720.02%2,618CommonSOLE
G97822103PRGOPERRIGO CO PLC$755,8280.02%70,375CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$753,7220.02%1,984CommonSOLE
02079K305GOOGLALPHABET INC$752,8320.02%2,618CommonSOLE
37959E102GLGLOBE LIFE INC$751,2400.02%5,398CommonSOLE

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.