MondegarAI
DnB Asset Management AS

Q3 2024 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2024-11-12 · accession 0000912282-24-000768

$22.15B
Reported value
715
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 715

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.42B6.40%3,292,912CommonSHARED
02079K305GOOGLAlphabet Inc - A$1.27B5.72%7,636,519CommonSHARED
67066G104NVDANvidia Corp$1.25B5.64%10,285,872CommonSHARED
023135106AMZNAmazon.Com Inc$1.08B4.89%5,810,476CommonSHARED
30303M102METAMeta Platforms Inc$865.3M3.91%1,511,524CommonSHARED
037833100AAPLApple Inc$843.4M3.81%3,619,694CommonSHARED
958102105WDCWestern Digital Corp$724.5M3.27%10,609,872CommonSHARED
92826C839VVisa Inc$685.5M3.09%2,493,256CommonSHARED
57636Q104MAMastercard Inc$536.5M2.42%1,086,393CommonSHARED
M22465104CHKPCheck Point Software Tech LT$342.1M1.54%1,774,058CommonSHARED
532457108LLYEli Lilly & Co$311.8M1.41%351,899CommonSHARED
285512109EAElectronic Arts Inc$240.4M1.09%1,675,846CommonSHARED
478160104JNJJohnson & Johnson$220.9M1.00%1,362,948CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$216.4M0.98%5,378,521CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$215.2M0.97%1,400,352CommonSHARED
11135F101AVGOBroadcom Inc$196.9M0.89%1,141,653CommonSHARED
79466L302CRMSalesforce Inc$190.1M0.86%694,441CommonSHARED
46625H100JPMJPMorgan Chase & Co$188.3M0.85%893,013CommonSHARED
23804L103DDOGDatadog Inc$188.2M0.85%1,635,874CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$185.9M0.84%1,070,562CommonSHARED
88160R101TSLATesla Inc$171.1M0.77%653,814CommonSHARED
H1467J104CBChubb Ltd$161.9M0.73%561,534CommonSHARED
060505104BACBank Of America Corp$160.0M0.72%4,031,736CommonSHARED
02079K107GOOGAlphabet Inc - C$147.5M0.67%882,124CommonSHARED
872590104TMUST-Mobile US Inc$147.4M0.67%714,451CommonSHARED
91324P102UNHUnitedhealth Group Inc$144.6M0.65%247,367CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$139.2M0.63%302,505CommonSHARED
81762P102NOWServiceNow Inc$133.9M0.60%149,724CommonSHARED
512807108LRCXEURLam Research Corp$132.0M0.60%161,696CommonSHARED
78409V104SPGIS&P Global Inc$131.8M0.60%255,201CommonSHARED
30231G102XOMExxon Mobil Corp$128.7M0.58%1,098,061CommonSHARED
64110L106NFLXNetflix Inc$126.1M0.57%177,718CommonSHARED
883556102TMOThermo Fisher Scientific Inc$122.8M0.55%198,471CommonSHARED
17275R102CSCOCisco Systems Inc$112.4M0.51%2,111,967CommonSHARED
458140100INTCIntel Corp$111.7M0.50%4,762,832CommonSHARED
98138H101WDAYWorkday Inc$108.0M0.49%441,908CommonSHARED
00287Y109ABBVAbbVie Inc$106.5M0.48%539,481CommonSHARED
00724F101ADBEAdobe Inc$105.9M0.48%204,480CommonSHARED
G5960L103MDTMedtronic Plc$102.4M0.46%1,136,939CommonSHARED
713448108PEPPepsiCo Inc$100.9M0.46%593,212CommonSHARED
931142103WMTWalMart Inc$100.6M0.45%1,245,227CommonSHARED
68389X105ORCLOracle Corp$96.7M0.44%567,744CommonSHARED
617446448MSMorgan Stanley$96.7M0.44%928,019CommonSHARED
65339F101NEENextEra Energy Inc$96.5M0.44%1,141,931CommonSHARED
437076102HDHome Depot Inc/The$96.2M0.43%237,319CommonSHARED
58733R102MELIMercadolibre Inc$85.0M0.38%41,448CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$84.5M0.38%181,653CommonSHARED
291011104EMREmerson Electric Co$83.1M0.38%759,773CommonSHARED
58933Y105MRKMerck & Co Inc$82.1M0.37%723,271CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$80.3M0.36%286,128CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$75.5M0.34%1,074,628CommonSHARED
742718109PGProcter & Gamble Co/The$74.5M0.34%430,406CommonSHARED
042735100ARWArrow Electronics Inc$73.7M0.33%555,065CommonSHARED
22160K105COSTCostco Wholesale Corp$71.3M0.32%80,467CommonSHARED
007903107AMDAdvanced Micro Devices inc$68.8M0.31%419,369CommonSHARED
98980G102ZSZscaler Inc$68.4M0.31%400,221CommonSHARED
191216100KOCoca-Cola Co/The$68.3M0.31%950,597CommonSHARED
55261F104MTBM&T Bank Corp$67.8M0.31%380,542CommonSHARED
166764100CVXChevron Corp$67.0M0.30%454,894CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$65.8M0.30%132,875CommonSHARED
83088M102SWKSSkyworks Solutions Inc$64.4M0.29%651,657CommonSHARED
194162103CLColgate-Palmolive Co$63.9M0.29%615,189CommonSHARED
444859102HUMHumana Inc$63.4M0.29%200,241CommonSHARED
002824100ABTAbbott Laboratories$63.2M0.29%554,344CommonSHARED
459200101IBMInternational Business Machines Corp$58.0M0.26%262,221CommonSHARED
806857108SLBSchlumberger Nv$57.8M0.26%1,376,956CommonSHARED
29355A107ENPHEnphase Energy Inc$57.2M0.26%505,851CommonSHARED
G93A5A101VIKViking Holdings Ltd$57.0M0.26%1,632,439CommonSHARED
243537107DECKDeckers Outdoor$56.8M0.26%356,166CommonSHARED
988498101YUMYum! Brands Inc$54.8M0.25%392,430CommonSHARED
369604301GEGE Aerospace$54.6M0.25%289,381CommonSHARED
92343V104VZVerizon Communications Inc$53.2M0.24%1,184,911CommonSHARED
882508104TXNTexas Instruments Inc$52.9M0.24%256,150CommonSHARED
031162100AMGNAmgen Inc$52.1M0.24%161,757CommonSHARED
40434L105HPQHP Inc$49.9M0.23%1,390,555CommonSHARED
907818108UNPUnion Pacific Corp$49.6M0.22%201,258CommonSHARED
219350105GLWCorning Inc$48.9M0.22%1,082,569CommonSHARED
747525103QCOMQualcomm Inc$48.9M0.22%287,390CommonSHARED
032095101APHAmphenol Corp$48.8M0.22%749,631CommonSHARED
25278X109FANGDiamondback Energy Inc$48.0M0.22%278,712CommonSHARED
228368106CCKCrown Holdings Inc$47.9M0.22%499,714CommonSHARED
09247X101BLKCHFBlackrock Inc$47.8M0.22%50,379CommonSHARED
45866F104ICEIntercontinental Exchange Inc$47.7M0.22%297,005CommonSHARED
235851102DHRDanaher Corp$47.5M0.21%170,901CommonSHARED
46120E602ISRGIntuitive Surgical Inc$45.7M0.21%93,125CommonSHARED
237266101DARDarling Ingredients Inc$45.7M0.21%1,229,571CommonSHARED
717081103PFEPfizer Inc$44.6M0.20%1,540,881CommonSHARED
244199105DEDeere & Co$44.6M0.20%106,790CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$43.4M0.20%2,123,101CommonSHARED
G54950103LINLinde PLC$43.4M0.20%90,930CommonSHARED
842587107SOSouthern Co/The$42.5M0.19%471,460CommonSHARED
125523100CICigna Corp$42.3M0.19%122,062CommonSHARED
038222105AMATApplied Materials Inc$41.8M0.19%206,699CommonSHARED
70614W100PTONPeloton Interactive Inc$41.3M0.19%8,827,240CommonSHARED
053015103ADPAutomatic Data Processing Inc$40.4M0.18%145,998CommonSHARED
452308109ITWIllinois Tool Works Inc$40.1M0.18%153,062CommonSHARED
701094104PHParker-Hannifin Corp$39.8M0.18%62,952CommonSHARED
518439104ELEstee Lauder Cos Inc/The$39.6M0.18%397,727CommonSHARED
G1151C101ACNAccenture Plc IRELAND$38.8M0.18%109,845CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$38.7M0.17%369,206CommonSHARED
09260D107BXBlackstone Inc$38.7M0.17%252,482CommonSHARED
576323109MTZMasTec Inc$38.6M0.17%313,567CommonSHARED
580135101MCDMcdonald's Corp$38.5M0.17%126,341CommonSHARED
86771W105RUNSunrun Inc$38.0M0.17%2,105,276CommonSHARED
20825C104COPConocoPhillips$37.5M0.17%356,590CommonSHARED
172967424CCitigroup Inc$36.6M0.17%584,130CommonSHARED
74340W103PLDPrologis Inc$36.5M0.17%289,434CommonSHARED
482480100KLACKla Corp$35.4M0.16%45,651CommonSHARED
G29183103ETNEaton Corp PLC$35.1M0.16%105,994CommonSHARED
90353T100UBERUber Technologies Inc$35.1M0.16%466,553CommonSHARED
517834107LVSLas Vegas Sands Corp$34.9M0.16%692,882CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$34.8M0.16%33,119CommonSHARED
911312106UPSUnited Parcel Service Inc$34.8M0.16%255,348CommonSHARED
893641100TDGTransDigm Group Inc$34.3M0.15%24,024CommonSHARED
595112103MUMicron Technology Inc$34.3M0.15%330,296CommonSHARED
949746101WMT2Wells Fargo & Co$33.9M0.15%600,972CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$33.9M0.15%1,431,043CommonSHARED
808513105SCHWCharles Schwab Corp/The$32.4M0.15%500,572CommonSHARED
94106L109WMWaste Management Inc$31.5M0.14%151,907CommonSHARED
461202103INTUIntuit Inc$31.3M0.14%50,422CommonSHARED
G25508105CRHCRH PLC$31.0M0.14%334,587CommonSHARED
20030N101CMCSAComcast Corp$30.9M0.14%740,120CommonSHARED
12572Q105CMECme Group Inc$30.4M0.14%137,862CommonSHARED
254687106DISWalt Disney Co/The$30.3M0.14%315,298CommonSHARED
126408103CSXCSX Corp$29.7M0.13%860,802CommonSHARED
036752103ELVElevance Health Inc$29.1M0.13%55,983CommonSHARED
00486H105ADTNAdtran Inc$28.7M0.13%4,837,765CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$28.1M0.13%126,142CommonSHARED
00206R102TAT&T Inc$28.0M0.13%1,273,792CommonSHARED
025816109AXPAmerican Express Co$27.8M0.13%102,435CommonSHARED
075887109BDXBecton Dickinson And Co$27.7M0.13%115,040CommonSHARED
816851109SRESempra Energy$27.6M0.12%330,370CommonSHARED
416515104HIGHartford Financial Services Group Inc$27.6M0.12%234,872CommonSHARED
902973304USBUs Bancorp$27.6M0.12%603,670CommonSHARED
337738108FISVFiserv Inc$27.6M0.12%153,458CommonSHARED
03027X100AMTAmerican Tower Corp$27.6M0.12%118,505CommonSHARED
654106103NKENike Inc$27.5M0.12%310,648CommonSHARED
548661107LOWLowe's Cos Inc$26.8M0.12%98,788CommonSHARED
743315103PGRProgressive Corp$26.0M0.12%102,655CommonSHARED
070830104BBWIBath & Body Works Inc$25.7M0.12%805,377CommonSHARED
48251W104KKRKkr & Co Inc$25.6M0.12%196,431CommonSHARED
40412C101HCAHca Healthcare Inc$25.4M0.11%62,551CommonSHARED
110122108BMYBristol-Myers Squibb Co$24.9M0.11%481,610CommonSHARED
682189105ONON Semiconductor Corp$24.7M0.11%339,895CommonSHARED
231021106CMICummins Inc$24.5M0.11%75,681CommonSHARED
00BM9HZ11Arcadium Lithium PLC$24.4M0.11%8,555,200CommonSHARED
09857L108BKNGBooking Holdings Inc$24.3M0.11%5,759CommonSHARED
375558103GILDGilead Sciences Inc$24.2M0.11%288,477CommonSHARED
872540109TJXTJX Cos Inc$24.1M0.11%204,781CommonSHARED
704326107PAYXPaychex Inc$22.8M0.10%169,761CommonSHARED
29082A107EMBJEmbraer SA ADR$22.7M0.10%641,372CommonSHARED
31488V107FERGFerguson PLC$22.4M0.10%113,049CommonSHARED
857477103STTState Street Corp$22.4M0.10%253,554CommonSHARED
172755100CRUSCirrus Logic Inc$22.4M0.10%180,584CommonSHARED
G8994E103TTTrane Technologies Plc$22.4M0.10%57,661CommonSHARED
14040H105COFCapital One Financial Corp$22.1M0.10%147,767CommonSHARED
94106B101WCNWaste Connections Inc$22.1M0.10%123,415CommonSHARED
101137107BSXBoston Scientific Corp$21.9M0.10%261,287CommonSHARED
871607107SNPSSynopsys Inc$21.8M0.10%43,124CommonSHARED
863667101SYKStryker Corp$21.7M0.10%60,031CommonSHARED
031100100AMEAMETEK Inc$21.7M0.10%126,257CommonSHARED
26875P101EOGEOG Resources Inc$21.3M0.10%173,001CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$21.1M0.10%114,095CommonSHARED
032654105ADIAnalog Devices Inc$21.0M0.09%91,341CommonSHARED
28176E108EWEdwards Lifesciences Corp$20.9M0.09%316,576CommonSHARED
443510607HUBBHubbell Inc$20.6M0.09%47,992CommonSHARED
21037T109CEGConstellation Energy Corp$20.4M0.09%78,307CommonSHARED
03769M106APOApollo Global Management Inc$20.3M0.09%162,780CommonSHARED
609207105MDLZMondelez International Inc$20.3M0.09%275,639CommonSHARED
12008R107BLDRBuilders FrstSrc$19.7M0.09%101,716CommonSHARED
127387108CDNSCadence Design Systems Inc$19.6M0.09%72,364CommonSHARED
911363109URIUnited Rentals Inc$19.5M0.09%24,095CommonSHARED
824348106SHWSherwin-Williams Co/The$19.5M0.09%51,100CommonSHARED
88579Y101MMM3M Co$19.5M0.09%142,525CommonSHARED
G9460G101VALValaris Ltd$19.2M0.09%344,831CommonSHARED
855244109SBUXStarbucks Corp$18.9M0.09%193,634CommonSHARED
693718108PCARPaccar Inc$18.8M0.08%190,719CommonSHARED
697435105PANWPalo Alto Networks Inc$18.8M0.08%54,965CommonSHARED
58155Q103MCKMckesson Corp$18.4M0.08%37,123CommonSHARED
25746U109DDominion Energy Inc$18.3M0.08%316,849CommonSHARED
36828A101GEVGE Vernova LLC$18.2M0.08%71,561CommonSHARED
655844108NSCNorfolk Southern Corp$17.9M0.08%71,988CommonSHARED
345370860FFord Motor Co$17.9M0.08%1,690,747CommonSHARED
040413106ANETEURArista Networks Inc$17.5M0.08%45,652CommonSHARED
59156R108METMetlife Inc$17.2M0.08%208,723CommonSHARED
436440101HO1Hologic Inc$17.2M0.08%210,623CommonSHARED
03990B101ARESAres Management Corp$17.0M0.08%109,354CommonSHARED
31428X106FDXFedex Corp$16.9M0.08%61,577CommonSHARED
14448C104CARRCarrier Global Corp$16.8M0.08%208,727CommonSHARED
136635109CSIQCanadian Solar Inc$16.7M0.08%996,736CommonSHARED
30161N101EXCExelon Corp$16.1M0.07%396,782CommonSHARED
29444U700EQIXEquinix Inc$16.1M0.07%18,125CommonSHARED
09062X103BIIBBiogen Inc$15.9M0.07%82,144CommonSHARED
776696106ROPRoper Technologies Inc$15.9M0.07%28,597CommonSHARED
311900104FASTFastenal Co$15.9M0.07%222,271CommonSHARED
98978V103ZTSZoetis Inc$15.8M0.07%80,757CommonSHARED
172908105CTASCintas Corp$15.1M0.07%73,112CommonSHARED
74762E102QUREQuanta Services Inc$15.0M0.07%50,248CommonSHARED
252131107DXCMDexCom Inc$14.9M0.07%222,471CommonSHARED
74251V102PFGPrincipal Financial Group Inc$14.9M0.07%173,260CommonSHARED
209115104EDConsolidated Edison Inc$14.8M0.07%142,068CommonSHARED
02361E108AMRCAmeresco Inc$14.6M0.07%384,302CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$14.6M0.07%12,643CommonSHARED
615369105MCOMoody's Corp$14.1M0.06%29,650CommonSHARED
45784P101PODDInsulet Corp$13.8M0.06%59,195CommonSHARED
169656105CMGChipotle Mexican Grill Inc$13.6M0.06%236,784CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$13.6M0.06%175,718CommonSHARED
70450Y103PYPLPayPal Holdings Inc$13.6M0.06%174,422CommonSHARED
46266C105IQVIQVIA Holdings Inc$13.5M0.06%57,169CommonSHARED
89417E109TRVTravelers Cos Inc/The$13.5M0.06%57,820CommonSHARED
957638109WALWestern Alliance Bancorp$13.5M0.06%155,703CommonSHARED
95040Q104WELLWelltower Inc$13.4M0.06%105,044CommonSHARED
174610105CFGCitizens Financial Group Inc$13.4M0.06%326,331CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$13.2M0.06%114,727CommonSHARED
89832Q109TFCTruist Financial Corp$13.2M0.06%307,676CommonSHARED
126650100CVSCvs Health Corp$13.1M0.06%207,891CommonSHARED
278865100ECLEcolab Inc$12.9M0.06%50,458CommonSHARED
12514G108CDWCdw Corp/De$12.9M0.06%56,924CommonSHARED
384802104GWWWW Grainger Inc$12.7M0.06%12,236CommonSHARED
69608A108PLTRPalantir Technologies Inc$12.6M0.06%337,839CommonSHARED
30063P105EXKExact Sciences Corp$12.5M0.06%183,851CommonSHARED
493267108KEYKeyCorp$12.4M0.06%743,051CommonSHARED
60855R100MOHMolina Healthcare Inc$12.3M0.06%35,779CommonSHARED
009158106APDAir Products And Chemicals Inc$12.3M0.06%41,393CommonSHARED
260557103DOWDow Inc$12.3M0.06%224,812CommonSHARED
87612E106TGTTarget Corp$12.1M0.05%77,900CommonSHARED
98419M100XYLXylem Inc/Ny$12.1M0.05%89,746CommonSHARED
651639106NEMNewmont Corp$12.1M0.05%226,167CommonSHARED
030420103AWKAmerican Water Works Co Inc$12.1M0.05%82,607CommonSHARED
G0403H108AONAon PLC$11.7M0.05%33,781CommonSHARED
001055102AFLAflac Inc$11.7M0.05%104,241CommonSHARED
74144T108TROWT Rowe Price Group Inc$11.6M0.05%106,753CommonSHARED
670346105NUENuCor Corp$11.6M0.05%77,283CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$11.6M0.05%97,704CommonSHARED
30040W108ESEversource Energy$11.0M0.05%161,501CommonSHARED
G0896C103TBBBBBB Foods Inc$10.9M0.05%364,464CommonSHARED
253868103DLRDigital Realty Trust Inc$10.9M0.05%67,483CommonSHARED
573874104MRVLMarvell Technology Inc$10.9M0.05%151,257CommonSHARED
68902V107OTISOtis Worldwide Corp$10.9M0.05%104,456CommonSHARED
500754106KHCKraft Heinz Co$10.8M0.05%306,406CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$10.7M0.05%53,616CommonSHARED
969457100WMBWilliams Cos Inc/The$10.5M0.05%229,333CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$10.3M0.05%115,942CommonSHARED
363576109AJGArthur J Gallagher & Co$10.3M0.05%36,680CommonSHARED
45687V106IRIngersoll Rand Inc$10.3M0.05%104,781CommonSHARED
052769106ADSKAutodesk Inc$10.2M0.05%37,091CommonSHARED
N6596X109NXPINxp Semiconductors Nv$10.2M0.05%42,478CommonSHARED
039483102ADMArcher-Daniels-Midland Co$10.2M0.05%170,463CommonSHARED
86800U104SMCIUSDSuper Micro Computer Inc$10.2M0.05%24,455CommonSHARED
74460D109PSAPublic Storage$10.1M0.05%27,756CommonSHARED
443201108HWMHowmet Aerospace Inc$10.0M0.05%99,557CommonSHARED
571903202MARMarriott International Inc/Md$10.0M0.05%40,136CommonSHARED
682680103OKEOneok Inc$9.9M0.04%108,743CommonSHARED
828806109SPGSimon Property Group Inc$9.9M0.04%58,494CommonSHARED
92840M102VSTVistra Corp$9.9M0.04%83,330CommonSHARED
23331A109DHIDr Horton Inc$9.9M0.04%51,659CommonSHARED
22052L104CTVACorteva Inc$9.9M0.04%167,568CommonSHARED
756109104ORealty Income Corp$9.7M0.04%152,642CommonSHARED
020002101ALLAllstate Corp/The$9.7M0.04%50,903CommonSHARED
92537N108VRTVertiv Holdings Co$9.6M0.04%96,672CommonSHARED
047649108ATKRAtkore Inc$9.6M0.04%112,790CommonSHARED
064058100BKBank Of New York Mellon Corp/The$9.5M0.04%132,855CommonSHARED
69331C108PCGPg&E Corp$9.5M0.04%480,994CommonSHARED
053332102AZOAutozone Inc$9.5M0.04%3,018CommonSHARED
009066101ABNBAirbnb Inc$9.5M0.04%74,941CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$9.5M0.04%41,161CommonSHARED
15189T107CNPCenterPoint Energy Inc$9.5M0.04%321,499CommonSHARED
370334104GISGeneral Mills Inc$9.4M0.04%127,643CommonSHARED
G6683N103NUNU Holdings Ltd.$9.4M0.04%688,255CommonSHARED
98850P109YUMCYum China Holdings Inc$9.3M0.04%206,730CommonSHARED
217204106CPRTCopart Inc$9.2M0.04%176,292CommonSHARED
27579R104EWBCEast West Bancorp Inc$9.2M0.04%111,481CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$9.1M0.04%242,963CommonSHARED
336433107FSLRFirst Solar Inc$9.1M0.04%36,449CommonSHARED
22822V101CCICrown Castle International Corp$9.0M0.04%76,071CommonSHARED
7591EP100RFRegions Financial Corp$9.0M0.04%385,759CommonSHARED
962166104WYWeyerhaeuser Co$8.9M0.04%264,050CommonSHARED
24703L202DELLDell Technologies Inc$8.9M0.04%75,395CommonSHARED
778296103ROSTRoss Stores Inc$8.9M0.04%59,030CommonSHARED
760759100RSGRepublic Services Inc$8.9M0.04%44,167CommonSHARED
026874784AIGAmerican International Group Inc$8.8M0.04%120,027CommonSHARED
34959E109FTNTFortinet Inc$8.8M0.04%112,872CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$8.7M0.04%47,687CommonSHARED
854502101SWKStanley Black & Decker Inc$8.6M0.04%77,996CommonSHARED
21036P108STZConstellation Brands Inc$8.6M0.04%33,205CommonSHARED
G87052109TELTE Connectivity Plc$8.5M0.04%56,294CommonSHARED
37045V100GMGeneral Motors Co$8.5M0.04%188,703CommonSHARED
443573100HUBSHubSpot Inc$8.5M0.04%15,897CommonSHARED
03076C106AMPAmeriprise Financial Inc$8.4M0.04%17,906CommonSHARED
92338C103VLTOVeralto Corp$8.4M0.04%74,706CommonSHARED
91913Y100VLOValero Energy Corp$8.4M0.04%61,857CommonSHARED
023586506UHAL/BU-Haul Holding Co$8.3M0.04%115,382CommonSHARED
49177J102KVUEKenvue Inc$8.3M0.04%358,642CommonSHARED
773903109ROKRockwell Automation Inc$8.3M0.04%30,864CommonSHARED
88339J105TTDTrade Desk Inc$8.2M0.04%74,580CommonSHARED
49456B101KMIKinder Morgan Inc$8.2M0.04%369,423CommonSHARED
494368103KMBKimberly-Clark Corp$8.1M0.04%57,179CommonSHARED
61174X109MNSTMonster Beverage Corp$8.1M0.04%154,591CommonSHARED
31620M106FISFidelity National Information Services Inc$8.0M0.04%95,657CommonSHARED
526057104LENLennar Corp A$8.0M0.04%42,647CommonSHARED
22160N109CSGPCoStar Group Inc$7.9M0.04%105,177CommonSHARED
281020107EIXEdison International$7.8M0.04%89,938CommonSHARED
303250104FICOFair Isaac Corp$7.8M0.04%4,030CommonSHARED
744320102PRUPrudential Financial Inc$7.8M0.04%64,457CommonSHARED
34959J108FTVFortive Corp$7.8M0.04%98,800CommonSHARED
92345Y106VRSKVerisk Analytics Inc$7.8M0.04%29,098CommonSHARED
G0450A105ACGLArch Capital Group Ltd$7.7M0.03%69,035CommonSHARED
05464C101AXONAxon Enterprise Inc$7.7M0.03%19,302CommonSHARED
504922105LHLabcorp Holdings Inc$7.7M0.03%34,400CommonSHARED
16411R208LNGCheniere Energy Inc$7.6M0.03%42,428CommonSHARED
55354G100MSCIMsci Inc$7.6M0.03%13,083CommonSHARED
G7997W102SDRLSeadrill Ltd$7.6M0.03%191,369CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$7.5M0.03%190,623CommonSHARED
00846U101AAgilent Technologies Inc$7.5M0.03%50,273CommonSHARED
42809H107HESHess Corp$7.4M0.03%54,795CommonSHARED
V7780T103RCLRoyal Caribbean Group$7.3M0.03%41,082CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$7.3M0.03%14,421CommonSHARED
016255101ALGNAlign Technology Inc$7.3M0.03%28,623CommonSHARED
609839105MPWRMonolithic Power Systems Inc$7.3M0.03%7,861CommonSHARED
595017104MCHPMicrochip Technology Inc$7.2M0.03%90,178CommonSHARED
294429105EFXEquifax Inc$7.2M0.03%24,589CommonSHARED
46116X101ITCIEURIntra-Cellular Therapies Inc$7.2M0.03%98,066CommonSHARED
858119100STLDSteel Dynamics Inc$7.2M0.03%56,815CommonSHARED
25809K105DASHDoorDash Inc$7.2M0.03%50,100CommonSHARED
26614N102DDDuPont De Nemours Inc$7.1M0.03%80,237CommonSHARED
896239100TRMBTrimble Inc$7.1M0.03%113,973CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$7.0M0.03%25,398CommonSHARED
254709108DFSEURDiscover Financial Services$7.0M0.03%49,605CommonSHARED
03073E105CORCencora Inc$6.9M0.03%30,558CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$6.9M0.03%89,078CommonSHARED
00766T100ACMAecom$6.9M0.03%66,484CommonSHARED
29362U104ENTGEntegris Inc$6.9M0.03%60,905CommonSHARED
501044101KRKroger Co/The$6.8M0.03%119,420CommonSHARED
G3643J108FLUTFlutter Entmt PLC$6.8M0.03%28,835CommonSHARED
260003108DOVDover Corp$6.8M0.03%35,648CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$6.8M0.03%72,325CommonSHARED
14316J108CGCarlyle Group LP$6.7M0.03%155,176CommonSHARED
05722G100BKRBaker Hughes Co$6.7M0.03%184,729CommonSHARED
29364G103ETREntergy Corp$6.6M0.03%50,296CommonSHARED
15135B101CNCCentene Corp$6.6M0.03%87,673CommonSHARED
12504L109CBRECBRE Group Inc$6.6M0.03%53,009CommonSHARED
693506107PPGPpg Industries Inc$6.6M0.03%49,780CommonSHARED
722304102PDDPDD Holdings Inc$6.6M0.03%48,623CommonSHARED
366651107ITGartner Inc$6.5M0.03%12,810CommonSHARED
30225T102EXRExtra Space Storage Inc$6.5M0.03%35,993CommonSHARED
871829107SYYSysco Corp$6.5M0.03%83,061CommonSHARED
427866108HSYHershey Co/The$6.4M0.03%33,201CommonSHARED
278642103EBAYeBay Inc$6.3M0.03%97,015CommonSHARED
674599105OXYOccidental Petroleum Corp$6.3M0.03%121,933CommonSHARED
573284106MLMMartin Marietta Materials Inc$6.3M0.03%11,668CommonSHARED
56035L104MAINMain Street Capital Corp$6.3M0.03%124,924CommonSHARED
G4705A100ICLRICON Plc$6.3M0.03%21,762CommonSHARED
852234103XYZBlock Inc$6.3M0.03%93,125CommonSHARED
09581B103OWLBlue Owl Capital Inc$6.1M0.03%317,337CommonSHARED
929160109VMCVulcan Materials Co$6.1M0.03%24,518CommonSHARED
761152107RMDResMed Inc$6.1M0.03%24,973CommonSHARED
053484101AVBAvalonbay Communities Inc$6.1M0.03%27,034CommonSHARED
G7S00T104PNRPentair PLC$6.1M0.03%62,135CommonSHARED
87612G101TRGPTarga Resources Corp$6.1M0.03%40,878CommonSHARED
925652109VICIVICI Properties Inc$6.0M0.03%181,280CommonSHARED
37940X102GPNGlobal Payments Inc$5.9M0.03%57,636CommonSHARED
46284V101IRMIron Mountain Inc$5.9M0.03%49,666CommonSHARED
592688105MTDMettler-Toledo International Inc$5.9M0.03%3,930CommonSHARED
19260Q107COINCoinbase Global Inc$5.8M0.03%32,307CommonSHARED
833445109SNOWSnowflake Inc$5.7M0.03%50,003CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$5.7M0.03%26,521CommonSHARED
499049104KNXKnight-Swift Transportation Holdings Inc$5.6M0.03%102,948CommonSHARED
05965X109BSACBanco Santander Chile - ADR$5.5M0.02%264,988CommonSHARED
550021109LULULululemon Athletica Inc$5.4M0.02%20,067CommonSHARED
631103108NDAQNasdaq Inc$5.4M0.02%74,325CommonSHARED
16119P108CHTRCharter Communications Inc$5.4M0.02%16,725CommonSHARED
922475108VEEVVeeva Systems Inc$5.4M0.02%25,737CommonSHARED
142339100CSLCarlisle Companies Inc$5.4M0.02%11,946CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$5.4M0.02%18,186CommonSHARED
256746108DLTRDollar Tree Inc$5.3M0.02%75,779CommonSHARED
892356106TSCOTractor Supply Co$5.3M0.02%18,124CommonSHARED
62944T105NVRNvr Inc$5.3M0.02%536CommonSHARED
29084Q100EMEEMCOR Group$5.2M0.02%12,183CommonSHARED
81141R100SESea Ltd$5.2M0.02%55,190CommonSHARED
74736K101QRVOQorvo Inc$5.1M0.02%49,402CommonSHARED
49338L103KEYSKeysight Technologies Inc$5.1M0.02%32,009CommonSHARED
125896100CMSCMS Energy Corp$5.1M0.02%71,710CommonSHARED
316773100FITBFifth Third Bancorp$5.0M0.02%117,531CommonSHARED
745867101PHMPultegroup Inc$5.0M0.02%34,931CommonSHARED
29109X106AZPN1USDAspen Technology Inc$5.0M0.02%20,977CommonSHARED
171340102CHDChurch & Dwight Co Inc$4.9M0.02%47,073CommonSHARED
N53745100LYBLyondellbasell Industries NV$4.9M0.02%51,380CommonSHARED
69121K104OBDCBlue Owl Capital Corp$4.9M0.02%337,510CommonSHARED
526107107LIILennox International Inc$4.9M0.02%8,135CommonSHARED
H2906T109GRMNGarmin Ltd$4.9M0.02%27,794CommonSHARED
G8267P108SWSmurfit Westrock Plc$4.9M0.02%98,777CommonSHARED
406216101HALHalliburton Co$4.8M0.02%166,348CommonSHARED
049560105ATOAtmos Energy Corp$4.8M0.02%34,423CommonSHARED
76954A103RIVNRivian Automotive Inc$4.7M0.02%423,305CommonSHARED
03662Q105AKXANSYS Inc$4.7M0.02%14,731CommonSHARED
960413102WLKWestlake Chemical Corp$4.6M0.02%30,914CommonSHARED
354613101BENFranklin Resources Inc$4.6M0.02%230,518CommonSHARED
574599106MASMasco Corp$4.6M0.02%55,171CommonSHARED
29476L107EQREquity Residential$4.6M0.02%62,159CommonSHARED
25179M103DVNDevon Energy Corp$4.6M0.02%118,226CommonSHARED
487836108KKellanova$4.6M0.02%57,303CommonSHARED
N00985106AERAerCap Holdings NV$4.6M0.02%48,754CommonSHARED
92276F100VTRVentas Inc$4.6M0.02%71,698CommonSHARED
G2519Y108BAPCredicorp Ltd$4.6M0.02%25,284CommonSHARED
64110D104NTAPNetApp Inc$4.5M0.02%36,779CommonSHARED
03831W108APPApplovin Corp$4.5M0.02%34,371CommonSHARED
12738K109CDLRCadeler A/S$4.5M0.02%158,888CommonSHARED
594972408MSTRMicroStrategy Inc$4.5M0.02%26,555CommonSHARED
45167R104IEXIdex Corp$4.5M0.02%20,834CommonSHARED
099502106BAHBooz Allen Hamilton Holding Corp$4.4M0.02%27,156CommonSHARED
115236101BROBrown & Brown Inc$4.4M0.02%42,359CommonSHARED
14149Y108CAHCardinal Health Inc$4.4M0.02%39,677CommonSHARED
78410G104SBACSBA Communications Corp$4.3M0.02%17,851CommonSHARED
754730109RJFRaymond James Financial Inc$4.3M0.02%34,885CommonSHARED
579780206MKCMccormick & Co Inc/Md$4.3M0.02%51,831CommonSHARED
942622200WSOWatsco Inc$4.2M0.02%8,621CommonSHARED
690742101OCOwens Corning$4.2M0.02%23,539CommonSHARED
049468101TEAMAtlassian Corp$4.1M0.02%26,047CommonSHARED
89400J107TRUTransUnion$4.0M0.02%38,589CommonSHARED
902252105TYLTyler Technologies Inc$4.0M0.02%6,880CommonSHARED
058498106BALLBall Corp$4.0M0.02%58,341CommonSHARED
26884L109EQTEQT Corp$4.0M0.02%108,074CommonSHARED
380237107GDDYGoDaddy Inc$3.9M0.02%25,121CommonSHARED
172062101CINFCincinnati Financial Corp$3.9M0.02%28,823CommonSHARED
833034101SNASnap-On Inc$3.9M0.02%13,495CommonSHARED
12503M108CBOECBOE Global Markets Inc$3.9M0.02%19,074CommonSHARED
G8473T100STESteris plc$3.9M0.02%16,102CommonSHARED
570535104MKLMarkel Group Inc$3.9M0.02%2,488CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$3.9M0.02%36,040CommonSHARED
422806208HEI/AHEICO Corp$3.9M0.02%19,052CommonSHARED
G0176J109ALLEAllegion PLC$3.9M0.02%26,503CommonSHARED
18915M107NETCloudflare Inc$3.8M0.02%47,569CommonSHARED
384109104GGGGraco Inc$3.8M0.02%43,842CommonSHARED
82489W107SHLSShoals Technologies Group Inc$3.8M0.02%682,329CommonSHARED
216648501COOCooper Cos Inc$3.8M0.02%34,053CommonSHARED
880770102TERTeradyne Inc$3.8M0.02%28,054CommonSHARED
086516101BBYBest Buy Co Inc$3.8M0.02%36,333CommonSHARED
955306105WSTWest Pharmaceutical Services INC$3.7M0.02%12,460CommonSHARED
681919106OMCOmnicom Group Inc$3.7M0.02%35,985CommonSHARED
297178105ESSEssex Property Trust Inc$3.7M0.02%12,589CommonSHARED
219948106CPAYCorpay Inc$3.7M0.02%11,877CommonSHARED
87165B103SYFSynchrony Financial$3.7M0.02%73,632CommonSHARED
902494103TSNTyson Foods Inc$3.7M0.02%61,625CommonSHARED
60770K107MRNAModerna Inc$3.7M0.02%54,890CommonSHARED
315616102FFIVF5 Inc$3.7M0.02%16,615CommonSHARED
90384S303ULTAUlta Beauty Inc$3.6M0.02%9,308CommonSHARED
92556H2060VVBParamount Global CL B$3.6M0.02%339,814CommonSHARED
84265V105SCCOSouthern Copper Corp$3.6M0.02%31,191CommonSHARED
941848103WATWaters Corp$3.6M0.02%9,996CommonSHARED
69370C100PTCPTC Inc$3.6M0.02%19,881CommonSHARED
844741108LUVSouthwest Airlines Co$3.6M0.02%120,045CommonSHARED
G7997R103STXSeagate Technology HLDNGS PL$3.6M0.02%32,471CommonSHARED
695156109PKGPackaging Corp of America$3.5M0.02%16,458CommonSHARED
46187W107INVHInvitation Homes Inc$3.5M0.02%100,395CommonSHARED
65473P105NINiSource Inc$3.5M0.02%101,853CommonSHARED
452327109ILMNIllumina Inc$3.5M0.02%26,991CommonSHARED
879360105TDYTeledyne Technologies Inc$3.5M0.02%8,037CommonSHARED
552953101MGMMGM Resorts International$3.5M0.02%89,911CommonSHARED
655663102NDSNNordson Corp$3.5M0.02%13,370CommonSHARED
665859104NTRSNorthern Trust Corp$3.5M0.02%38,740CommonSHARED
31946M103FCNCAFirst Citizens BancShares Inc$3.5M0.02%1,881CommonSHARED
189054109CLXClorox Co/The$3.4M0.02%21,177CommonSHARED
759509102RSReliance Inc$3.4M0.02%11,903CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$3.4M0.02%43,641CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$3.4M0.02%233,567CommonSHARED
302130109EXPDExpeditors International of Washington Inc$3.4M0.02%26,061CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$3.4M0.02%45,995CommonSHARED
969904101WSMWilliams Sonoma Inc$3.4M0.02%21,893CommonSHARED
771049103RBLXRoblox Corp$3.4M0.02%76,560CommonSHARED
237194105DRIDarden Restaurants Inc$3.4M0.02%20,575CommonSHARED
053611109AVYAvery Dennison Corp$3.4M0.02%15,292CommonSHARED
084423102WRBW R Berkley Corp$3.4M0.02%59,131CommonSHARED
127097103CTRACoterra Energy Inc$3.3M0.02%139,764CommonSHARED
989207105ZBRAZebra Technologies Corp$3.3M0.02%9,022CommonSHARED
60937P106MDBMongoDB Inc$3.3M0.02%12,312CommonSHARED
071813109BAXBaxter International Inc$3.3M0.01%87,295CommonSHARED
205887102CAGConagra Brands Inc$3.3M0.01%101,895CommonSHARED
372460105GPCGenuine Parts Co$3.3M0.01%23,573CommonSHARED
30212P303EXPEExpedia Group Inc$3.3M0.01%22,233CommonSHARED
05352A100AVTRAvantor Inc$3.3M0.01%126,934CommonSHARED
88262P102TPLTexas Pacific Land Corp$3.3M0.01%3,683CommonSHARED
143658300CCL1EURCarnival Corp$3.2M0.01%175,810CommonSHARED
256677105DGDollar General Corp$3.2M0.01%38,329CommonSHARED
42250P103DOCHealthpeak Properties INC$3.2M0.01%141,586CommonSHARED
72352L106PINSPinterest Inc$3.2M0.01%99,733CommonSHARED
G6095L109Aptiv PLC$3.2M0.01%44,449CommonSHARED
934423104WBDWarner Bros Discovery Inc$3.2M0.01%384,274CommonSHARED
G3223R108EGEverest Group Ltd$3.2M0.01%8,047CommonSHARED
714046109RVTYRevvity Inc$3.1M0.01%24,566CommonSHARED
531229755FWONKLiberty Media Corp - C$3.1M0.01%40,347CommonSHARED
460146103IPInternational Paper Co$3.0M0.01%62,398CommonSHARED
422806109HEIHeico Corp$3.0M0.01%11,634CommonSHARED
125269100CFCF Industries Holdings Inc$3.0M0.01%35,445CommonSHARED
59522J103MAAMid-America Apartment Communities Inc$3.0M0.01%19,117CommonSHARED
775711104ROLRollins Inc$3.0M0.01%59,961CommonSHARED
98980L101ZNGAZoom Video Communications Inc$3.0M0.01%43,421CommonSHARED
G0250X107AMCRAmcor PLC$3.0M0.01%265,391CommonSHARED
832696405SJMJ M Smucker Co/The$3.0M0.01%24,606CommonSHARED
303075105FDSFactSet Research Systems Inc$3.0M0.01%6,468CommonSHARED
538034109LYVLive Nation Entertainment Inc$3.0M0.01%27,121CommonSHARED

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.