MondegarAI
DnB Asset Management AS

Q4 2024 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2025-02-12 · accession 0000912282-25-000140

$23.11B
Reported value
732
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 732

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.96B8.49%4,656,797CommonSHARED
02079K305GOOGLAlphabet Inc - A$1.51B6.51%7,951,657CommonSHARED
023135106AMZNAmazon.Com Inc$1.33B5.76%6,073,277CommonSHARED
67066G104NVDANvidia Corp$1.20B5.20%8,952,279CommonSHARED
037833100AAPLApple Inc$962.9M4.17%3,845,123CommonSHARED
30303M102METAMeta Platforms Inc$909.9M3.94%1,554,033CommonSHARED
92826C839VVisa Inc$659.3M2.85%2,086,216CommonSHARED
57636Q104MAMastercard Inc$554.0M2.40%1,052,034CommonSHARED
958102105WDCWestern Digital Corp$461.1M2.00%7,733,138CommonSHARED
M22465104CHKPCheck Point Software Tech LT$284.3M1.23%1,522,871CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$277.0M1.20%1,504,918CommonSHARED
11135F101AVGOBroadcom Inc$272.4M1.18%1,174,780CommonSHARED
532457108LLYEli Lilly & Co$257.1M1.11%333,008CommonSHARED
88160R101TSLATesla Inc$251.2M1.09%622,057CommonSHARED
285512109EAElectronic Arts Inc$245.6M1.06%1,678,447CommonSHARED
46625H100JPMJPMorgan Chase & Co$241.7M1.05%1,008,419CommonSHARED
23804L103DDOGDatadog Inc$225.6M0.98%1,578,648CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$213.9M0.93%5,407,057CommonSHARED
478160104JNJJohnson & Johnson$191.6M0.83%1,325,025CommonSHARED
060505104BACBank Of America Corp$189.8M0.82%4,318,854CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$184.2M0.80%932,289CommonSHARED
79466L302CRMSalesforce Inc$179.2M0.78%536,037CommonSHARED
02079K107GOOGAlphabet Inc - C$175.0M0.76%919,090CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$153.4M0.66%338,400CommonSHARED
91324P102UNHUnitedhealth Group Inc$137.0M0.59%270,758CommonSHARED
H1467J104CBChubb Ltd$136.8M0.59%495,001CommonSHARED
81762P102NOWServiceNow Inc$135.2M0.59%127,553CommonSHARED
931142103WMTWalMart Inc$133.9M0.58%1,482,017CommonSHARED
78409V104SPGIS&P Global Inc$129.0M0.56%259,003CommonSHARED
64110L106NFLXNetflix Inc$127.0M0.55%142,503CommonSHARED
17275R102CSCOCisco Systems Inc$124.7M0.54%2,106,128CommonSHARED
98980G102ZSZscaler Inc$120.4M0.52%667,383CommonSHARED
872590104TMUST-Mobile US Inc$116.4M0.50%527,303CommonSHARED
617446448MSMorgan Stanley$115.5M0.50%919,037CommonSHARED
30231G102XOMExxon Mobil Corp$110.3M0.48%1,025,383CommonSHARED
291011104EMREmerson Electric Co$107.6M0.47%868,437CommonSHARED
883556102TMOThermo Fisher Scientific Inc$104.7M0.45%201,281CommonSHARED
00287Y109ABBVAbbVie Inc$95.9M0.41%539,528CommonSHARED
713448108PEPPepsiCo Inc$95.6M0.41%628,430CommonSHARED
437076102HDHome Depot Inc/The$95.1M0.41%244,457CommonSHARED
00724F101ADBEAdobe Inc$92.6M0.40%208,291CommonSHARED
65339F101NEENextEra Energy Inc$92.4M0.40%1,289,368CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$85.4M0.37%149,161CommonSHARED
22160K105COSTCostco Wholesale Corp$82.1M0.36%89,582CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$80.9M0.35%200,942CommonSHARED
G5960L103MDTMedtronic Plc$77.4M0.34%969,285CommonSHARED
58933Y105MRKMerck & Co Inc$77.3M0.33%777,284CommonSHARED
742718109PGProcter & Gamble Co/The$77.1M0.33%459,646CommonSHARED
83088M102SWKSSkyworks Solutions Inc$75.8M0.33%854,234CommonSHARED
58733R102MELIMercadolibre Inc$75.1M0.33%44,192CommonSHARED
243537107DECKDeckers Outdoor$68.6M0.30%337,730CommonSHARED
512807108LRCXEURLam Research Corp$68.2M0.29%943,558CommonSHARED
369604301GEGE Aerospace$67.7M0.29%405,729CommonSHARED
166764100CVXChevron Corp$67.0M0.29%462,830CommonSHARED
55261F104MTBM&T Bank Corp$66.8M0.29%355,523CommonSHARED
458140100INTCIntel Corp$65.6M0.28%3,270,405CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$65.3M0.28%993,170CommonSHARED
002824100ABTAbbott Laboratories$64.9M0.28%573,570CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$64.4M0.28%1,034,531CommonSHARED
98138H101WDAYWorkday Inc$64.3M0.28%249,271CommonSHARED
09247X101BLKCHFBlackrock Inc$63.9M0.28%62,355CommonSHARED
042735100ARWArrow Electronics Inc$62.8M0.27%555,065CommonSHARED
57667L107MTCHMatch Group Inc$62.6M0.27%1,915,093CommonSHARED
219350105GLWCorning Inc$59.5M0.26%1,251,510CommonSHARED
459200101IBMInternational Business Machines Corp$58.5M0.25%266,098CommonSHARED
988498101YUMYum! Brands Inc$55.2M0.24%411,578CommonSHARED
882508104TXNTexas Instruments Inc$55.0M0.24%293,182CommonSHARED
007903107AMDAdvanced Micro Devices inc$54.9M0.24%454,269CommonSHARED
68389X105ORCLOracle Corp$53.9M0.23%323,499CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$53.7M0.23%635,598CommonSHARED
46120E602ISRGIntuitive Surgical Inc$52.5M0.23%100,531CommonSHARED
032095101APHAmphenol Corp$50.5M0.22%726,956CommonSHARED
717081103PFEPfizer Inc$50.2M0.22%1,893,396CommonSHARED
194162103CLColgate-Palmolive Co$49.7M0.21%546,503CommonSHARED
G93A5A101VIKViking Holdings Ltd$49.1M0.21%1,114,560CommonSHARED
92343V104VZVerizon Communications Inc$49.1M0.21%1,227,510CommonSHARED
806857108SLBSchlumberger Nv$48.3M0.21%1,259,458CommonSHARED
907818108UNPUnion Pacific Corp$47.9M0.21%210,133CommonSHARED
244199105DEDeere & Co$46.4M0.20%109,560CommonSHARED
40434L105HPQHP Inc$45.5M0.20%1,395,641CommonSHARED
09260D107BXBlackstone Inc$45.5M0.20%263,927CommonSHARED
45866F104ICEIntercontinental Exchange Inc$45.3M0.20%303,672CommonSHARED
747525103QCOMQualcomm Inc$45.1M0.19%293,303CommonSHARED
444859102HUMHumana Inc$44.5M0.19%175,473CommonSHARED
580135101MCDMcdonald's Corp$43.2M0.19%149,106CommonSHARED
228368106CCKCrown Holdings Inc$43.1M0.19%521,531CommonSHARED
949746101WMT2Wells Fargo & Co$43.1M0.19%613,324CommonSHARED
031162100AMGNAmgen Inc$42.9M0.19%164,774CommonSHARED
053015103ADPAutomatic Data Processing Inc$42.8M0.19%146,149CommonSHARED
237266101DARDarling Ingredients Inc$42.3M0.18%1,254,593CommonSHARED
172967424CCitigroup Inc$42.0M0.18%596,063CommonSHARED
00486H105ADTNAdtran Inc$41.8M0.18%5,022,392CommonSHARED
101137107BSXBoston Scientific Corp$41.1M0.18%460,272CommonSHARED
G1151C101ACNAccenture Plc IRELAND$40.5M0.18%115,242CommonSHARED
00206R102TAT&T Inc$40.2M0.17%1,767,387CommonSHARED
110122108BMYBristol-Myers Squibb Co$40.1M0.17%709,131CommonSHARED
235851102DHRDanaher Corp$40.0M0.17%174,467CommonSHARED
842587107SOSouthern Co/The$39.8M0.17%483,267CommonSHARED
G54950103LINLinde PLC$39.4M0.17%94,170CommonSHARED
452308109ITWIllinois Tool Works Inc$39.2M0.17%154,426CommonSHARED
701094104PHParker-Hannifin Corp$38.4M0.17%60,388CommonSHARED
517834107LVSLas Vegas Sands Corp$37.1M0.16%722,854CommonSHARED
070830104BBWIBath & Body Works Inc$37.0M0.16%954,830CommonSHARED
254687106DISWalt Disney Co/The$36.7M0.16%330,011CommonSHARED
25278X109FANGDiamondback Energy Inc$36.4M0.16%222,380CommonSHARED
G29183103ETNEaton Corp PLC$36.4M0.16%109,778CommonSHARED
576323109MTZMasTec Inc$36.4M0.16%267,115CommonSHARED
125523100CICigna Corp$36.0M0.16%130,201CommonSHARED
29355A107ENPHEnphase Energy Inc$35.2M0.15%512,031CommonSHARED
743315103PGRProgressive Corp$35.1M0.15%146,592CommonSHARED
94106L109WMWaste Management Inc$34.7M0.15%171,776CommonSHARED
03769M106APOApollo Global Management Inc$34.4M0.15%208,439CommonSHARED
682189105ONON Semiconductor Corp$33.7M0.15%535,262CommonSHARED
911312106UPSUnited Parcel Service Inc$33.7M0.15%267,467CommonSHARED
90353T100UBERUber Technologies Inc$33.5M0.15%555,684CommonSHARED
461202103INTUIntuit Inc$33.4M0.14%53,090CommonSHARED
91879Q109MTNVail Resorts Inc$33.3M0.14%177,575CommonSHARED
808513105SCHWCharles Schwab Corp/The$32.6M0.14%440,216CommonSHARED
29444U700EQIXEquinix Inc$32.4M0.14%34,352CommonSHARED
12572Q105CMECme Group Inc$32.3M0.14%138,981CommonSHARED
74340W103PLDPrologis Inc$31.7M0.14%300,292CommonSHARED
416515104HIGHartford Financial Services Group Inc$31.7M0.14%289,787CommonSHARED
025816109AXPAmerican Express Co$31.6M0.14%106,468CommonSHARED
893641100TDGTransDigm Group Inc$31.2M0.14%24,623CommonSHARED
36828A101GEVGE Vernova LLC$31.2M0.13%94,750CommonSHARED
48251W104KKRKkr & Co Inc$30.8M0.13%208,223CommonSHARED
337738108FISVFiserv Inc$30.4M0.13%148,153CommonSHARED
70450Y103PYPLPayPal Holdings Inc$30.0M0.13%352,066CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$29.9M0.13%87,396CommonSHARED
816851109SRESempra Energy$29.6M0.13%337,765CommonSHARED
09857L108BKNGBooking Holdings Inc$29.6M0.13%5,956CommonSHARED
G25508105CRHCRH PLC$29.4M0.13%318,139CommonSHARED
902973304USBUs Bancorp$29.0M0.13%606,525CommonSHARED
126408103CSXCSX Corp$29.0M0.13%897,913CommonSHARED
872540109TJXTJX Cos Inc$28.7M0.12%237,176CommonSHARED
20030N101CMCSAComcast Corp$28.5M0.12%760,432CommonSHARED
375558103GILDGilead Sciences Inc$28.0M0.12%303,103CommonSHARED
482480100KLACKla Corp$27.7M0.12%43,981CommonSHARED
20825C104COPConocoPhillips$27.4M0.12%276,534CommonSHARED
857477103STTState Street Corp$27.4M0.12%279,307CommonSHARED
172755100CRUSCirrus Logic Inc$27.4M0.12%274,672CommonSHARED
69608A108PLTRPalantir Technologies Inc$27.0M0.12%357,354CommonSHARED
032654105ADIAnalog Devices Inc$26.5M0.11%124,936CommonSHARED
075887109BDXBecton Dickinson And Co$26.5M0.11%116,738CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$25.5M0.11%35,804CommonSHARED
548661107LOWLowe's Cos Inc$25.4M0.11%102,983CommonSHARED
25746U109DDominion Energy Inc$25.2M0.11%468,206CommonSHARED
231021106CMICummins Inc$25.0M0.11%71,664CommonSHARED
038222105AMATApplied Materials Inc$24.6M0.11%151,074CommonSHARED
28176E108EWEdwards Lifesciences Corp$24.3M0.11%327,924CommonSHARED
595112103MUMicron Technology Inc$24.0M0.10%284,630CommonSHARED
704326107PAYXPaychex Inc$23.9M0.10%170,322CommonSHARED
654106103NKENike Inc$23.7M0.10%313,694CommonSHARED
25809K105DASHDoorDash Inc$23.7M0.10%141,370CommonSHARED
031100100AMEAMETEK Inc$23.0M0.10%127,344CommonSHARED
871607107SNPSSynopsys Inc$22.9M0.10%47,127CommonSHARED
863667101SYKStryker Corp$22.7M0.10%63,002CommonSHARED
127387108CDNSCadence Design Systems Inc$22.5M0.10%74,966CommonSHARED
03027X100AMTAmerican Tower Corp$22.4M0.10%122,205CommonSHARED
693718108PCARPaccar Inc$22.2M0.10%213,225CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$22.2M0.10%114,877CommonSHARED
036752103ELVElevance Health Inc$21.9M0.09%59,246CommonSHARED
G8994E103TTTrane Technologies Plc$21.8M0.09%58,966CommonSHARED
70614W100PTONPeloton Interactive Inc$21.6M0.09%2,487,899CommonSHARED
26875P101EOGEOG Resources Inc$21.6M0.09%176,571CommonSHARED
03990B101ARESAres Management Corp$21.5M0.09%121,443CommonSHARED
040413205ANETArista Networks Inc$21.4M0.09%194,029CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$21.4M0.09%100,515CommonSHARED
94106B101WCNWaste Connections Inc$21.3M0.09%124,320CommonSHARED
58155Q103MCKMckesson Corp$21.2M0.09%37,226CommonSHARED
88579Y101MMM3M Co$21.2M0.09%164,004CommonSHARED
697435105PANWPalo Alto Networks Inc$21.0M0.09%115,443CommonSHARED
21037T109CEGConstellation Energy Corp$19.9M0.09%88,907CommonSHARED
29082A107EMBJEmbraer SA ADR$19.8M0.09%539,163CommonSHARED
252131107DXCMDexCom Inc$19.2M0.08%246,385CommonSHARED
824348106SHWSherwin-Williams Co/The$19.0M0.08%55,820CommonSHARED
855244109SBUXStarbucks Corp$18.7M0.08%205,456CommonSHARED
020002101ALLAllstate Corp/The$18.3M0.08%94,907CommonSHARED
278865100ECLEcolab Inc$18.1M0.08%77,223CommonSHARED
609207105MDLZMondelez International Inc$17.8M0.08%298,679CommonSHARED
436440101HO1Hologic Inc$17.8M0.08%246,285CommonSHARED
573874104MRVLMarvell Technology Inc$17.6M0.08%159,027CommonSHARED
29452E101EQHEquitable Holdings Inc$17.5M0.08%370,775CommonSHARED
86771W105RUNSunrun Inc$17.5M0.08%1,889,581CommonSHARED
31428X106FDXFedex Corp$17.4M0.08%61,826CommonSHARED
655844108NSCNorfolk Southern Corp$17.1M0.07%72,944CommonSHARED
74762E102QUREQuanta Services Inc$16.6M0.07%52,393CommonSHARED
98850P109YUMCYum China Holdings Inc$16.5M0.07%343,130CommonSHARED
15135B101CNCCentene Corp$16.5M0.07%272,396CommonSHARED
30040W108ESEversource Energy$16.4M0.07%285,605CommonSHARED
95040Q104WELLWelltower Inc$16.3M0.07%129,635CommonSHARED
45784P101PODDInsulet Corp$16.3M0.07%62,565CommonSHARED
311900104FASTFastenal Co$16.2M0.07%225,728CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$16.1M0.07%118,227CommonSHARED
957638109WALWestern Alliance Bancorp$16.1M0.07%192,687CommonSHARED
934423104WBDWarner Bros Discovery Inc$16.1M0.07%1,519,337CommonSHARED
14316J108CGCarlyle Group LP$16.0M0.07%317,323CommonSHARED
253868103DLRDigital Realty Trust Inc$15.9M0.07%89,552CommonSHARED
30161N101EXCExelon Corp$15.8M0.07%420,429CommonSHARED
46266C105IQVIQVIA Holdings Inc$15.6M0.07%79,619CommonSHARED
443510607HUBBHubbell Inc$15.6M0.07%37,221CommonSHARED
756109104ORealty Income Corp$15.5M0.07%289,861CommonSHARED
G9460G101VALValaris Ltd$15.3M0.07%344,831CommonSHARED
31620M106FISFidelity National Information Services Inc$14.9M0.06%184,532CommonSHARED
37045V100GMGeneral Motors Co$14.8M0.06%278,639CommonSHARED
169656105CMGChipotle Mexican Grill Inc$14.7M0.06%244,346CommonSHARED
760759100RSGRepublic Services Inc$14.7M0.06%72,931CommonSHARED
776696106ROPRoper Technologies Inc$14.6M0.06%28,131CommonSHARED
14448C104CARRCarrier Global Corp$14.5M0.06%212,678CommonSHARED
615369105MCOMoody's Corp$14.5M0.06%30,661CommonSHARED
02361E108AMRCAmeresco Inc$14.4M0.06%613,430CommonSHARED
89417E109TRVTravelers Cos Inc/The$14.3M0.06%59,399CommonSHARED
177876291Spotify Technology SA$14.2M0.06%31,633CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$13.9M0.06%175,784CommonSHARED
773903109ROKRockwell Automation Inc$13.8M0.06%48,200CommonSHARED
209115104EDConsolidated Edison Inc$13.7M0.06%153,137CommonSHARED
98978V103ZTSZoetis Inc$13.5M0.06%83,014CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$13.4M0.06%895,218CommonSHARED
27579R104EWBCEast West Bancorp Inc$13.4M0.06%139,682CommonSHARED
609839105MPWRMonolithic Power Systems Inc$13.3M0.06%22,432CommonSHARED
22052L104CTVACorteva Inc$13.3M0.06%232,902CommonSHARED
172908105CTASCintas Corp$13.2M0.06%72,193CommonSHARED
363576109AJGArthur J Gallagher & Co$12.9M0.06%45,399CommonSHARED
30063P105EXKExact Sciences Corp$12.7M0.06%226,857CommonSHARED
31488V107FERGFerguson PLC$12.7M0.06%73,270CommonSHARED
969457100WMBWilliams Cos Inc/The$12.7M0.05%234,445CommonSHARED
G0403H108AONAon PLC$12.7M0.05%35,274CommonSHARED
14040H105COFCapital One Financial Corp$12.6M0.05%70,907CommonSHARED
009158106APDAir Products And Chemicals Inc$12.6M0.05%43,428CommonSHARED
384802104GWWWW Grainger Inc$12.3M0.05%11,676CommonSHARED
98419M100XYLXylem Inc/Ny$12.2M0.05%105,474CommonSHARED
911363109URIUnited Rentals Inc$12.2M0.05%17,339CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$11.9M0.05%10,070CommonSHARED
22160N109CSGPCoStar Group Inc$11.9M0.05%165,959CommonSHARED
92840M102VSTVistra Corp$11.8M0.05%85,612CommonSHARED
047649108ATKRAtkore Inc$11.7M0.05%140,450CommonSHARED
571903202MARMarriott International Inc/Md$11.7M0.05%41,888CommonSHARED
03831W108APPApplovin Corp$11.7M0.05%36,052CommonSHARED
052769106ADSKAutodesk Inc$11.5M0.05%38,921CommonSHARED
26614N102DDDuPont De Nemours Inc$11.5M0.05%150,212CommonSHARED
05464C101AXONAxon Enterprise Inc$11.4M0.05%19,098CommonSHARED
682680103OKEOneok Inc$11.3M0.05%112,881CommonSHARED
34959E109FTNTFortinet Inc$11.2M0.05%118,029CommonSHARED
443201108HWMHowmet Aerospace Inc$11.1M0.05%101,899CommonSHARED
87612E106TGTTarget Corp$10.9M0.05%80,875CommonSHARED
030420103AWKAmerican Water Works Co Inc$10.9M0.05%87,772CommonSHARED
15189T107CNPCenterPoint Energy Inc$10.9M0.05%342,514CommonSHARED
001055102AFLAflac Inc$10.8M0.05%104,772CommonSHARED
92537N108VRTVertiv Holdings Co$10.8M0.05%95,099CommonSHARED
064058100BKBank Of New York Mellon Corp/The$10.6M0.05%137,765CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$10.5M0.05%42,579CommonSHARED
69331C108PCGPg&E Corp$10.5M0.05%520,867CommonSHARED
125896100CMSCMS Energy Corp$10.5M0.05%157,466CommonSHARED
828806109SPGSimon Property Group Inc$10.5M0.05%60,906CommonSHARED
89832Q109TFCTruist Financial Corp$10.5M0.05%241,583CommonSHARED
49456B101KMIKinder Morgan Inc$10.5M0.05%381,735CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$10.5M0.05%123,690CommonSHARED
009066101ABNBAirbnb Inc$10.4M0.05%79,350CommonSHARED
V7780T103RCLRoyal Caribbean Group$10.1M0.04%43,690CommonSHARED
40412C101HCAHca Healthcare Inc$10.1M0.04%33,551CommonSHARED
03076C106AMPAmeriprise Financial Inc$9.9M0.04%18,687CommonSHARED
217204106CPRTCopart Inc$9.9M0.04%172,790CommonSHARED
126650100CVSCvs Health Corp$9.8M0.04%219,374CommonSHARED
59156R108METMetlife Inc$9.8M0.04%119,990CommonSHARED
260557103DOWDow Inc$9.7M0.04%242,283CommonSHARED
68902V107OTISOtis Worldwide Corp$9.6M0.04%104,092CommonSHARED
526107107LIILennox International Inc$9.6M0.04%15,814CommonSHARED
24703L202DELLDell Technologies Inc$9.6M0.04%83,288CommonSHARED
136635109CSIQCanadian Solar Inc$9.6M0.04%859,216CommonSHARED
053332102AZOAutozone Inc$9.5M0.04%2,969CommonSHARED
16411R208LNGCheniere Energy Inc$9.5M0.04%44,233CommonSHARED
88339J105TTDTrade Desk Inc$9.5M0.04%80,676CommonSHARED
670346105NUENuCor Corp$9.4M0.04%80,901CommonSHARED
594972408MSTRMicroStrategy Inc$9.4M0.04%32,542CommonSHARED
N6596X109NXPINxp Semiconductors Nv$9.4M0.04%45,182CommonSHARED
45687V106IRIngersoll Rand Inc$9.4M0.04%103,806CommonSHARED
74251V102PFGPrincipal Financial Group Inc$9.4M0.04%120,933CommonSHARED
778296103ROSTRoss Stores Inc$9.3M0.04%61,620CommonSHARED
G4124C109GRABGrab Holdings Ltd$9.2M0.04%1,956,784CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$9.1M0.04%48,101CommonSHARED
12504L109CBRECBRE Group Inc$8.9M0.04%67,840CommonSHARED
61174X109MNSTMonster Beverage Corp$8.8M0.04%168,007CommonSHARED
651639106NEMNewmont Corp$8.8M0.04%236,433CommonSHARED
56035L104MAINMain Street Capital Corp$8.8M0.04%149,638CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$8.7M0.04%271,248CommonSHARED
74460D109PSAPublic Storage$8.7M0.04%28,942CommonSHARED
370334104GISGeneral Mills Inc$8.6M0.04%134,879CommonSHARED
303250104FICOFair Isaac Corp$8.5M0.04%4,282CommonSHARED
19260Q107COINCoinbase Global Inc$8.5M0.04%34,310CommonSHARED
92338C103VLTOVeralto Corp$8.5M0.04%83,170CommonSHARED
026874784AIGAmerican International Group Inc$8.5M0.04%116,135CommonSHARED
852234103XYZBlock Inc$8.4M0.04%98,772CommonSHARED
254709108DFSEURDiscover Financial Services$8.4M0.04%48,430CommonSHARED
504922105LHLabcorp Holdings Inc$8.4M0.04%36,513CommonSHARED
29364G103ETREntergy Corp$8.3M0.04%109,936CommonSHARED
G87052109TELTE Connectivity Plc$8.2M0.04%57,525CommonSHARED
09581B103OWLBlue Owl Capital Inc$8.2M0.04%353,119CommonSHARED
49177J102KVUEKenvue Inc$8.1M0.04%381,232CommonSHARED
G3643J108FLUTFlutter Entmt PLC$8.1M0.04%31,421CommonSHARED
833445109SNOWSnowflake Inc$8.1M0.04%52,586CommonSHARED
G4705A100ICLRICON Plc$8.0M0.03%38,238CommonSHARED
21036P108STZConstellation Brands Inc$8.0M0.03%36,173CommonSHARED
55354G100MSCIMsci Inc$8.0M0.03%13,322CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$8.0M0.03%81,906CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$8.0M0.03%203,243CommonSHARED
452327109ILMNIllumina Inc$7.9M0.03%59,376CommonSHARED
92345Y106VRSKVerisk Analytics Inc$7.9M0.03%28,793CommonSHARED
281020107EIXEdison International$7.9M0.03%99,054CommonSHARED
744320102PRUPrudential Financial Inc$7.9M0.03%66,436CommonSHARED
91913Y100VLOValero Energy Corp$7.8M0.03%63,918CommonSHARED
12008R107BLDRBuilders FrstSrc$7.8M0.03%54,726CommonSHARED
494368103KMBKimberly-Clark Corp$7.8M0.03%59,625CommonSHARED
550021109LULULululemon Athletica Inc$7.8M0.03%20,308CommonSHARED
69121K104OBDCBlue Owl Capital Corp$7.7M0.03%512,252CommonSHARED
05722G100BKRBaker Hughes Co$7.7M0.03%187,832CommonSHARED
42809H107HESHess Corp$7.7M0.03%57,826CommonSHARED
34959J108FTVFortive Corp$7.4M0.03%98,743CommonSHARED
501044101KRKroger Co/The$7.4M0.03%121,065CommonSHARED
87612G101TRGPTarga Resources Corp$7.3M0.03%41,052CommonSHARED
46116X101ITCIEURIntra-Cellular Therapies Inc$7.3M0.03%87,569CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$7.3M0.03%94,863CommonSHARED
09062X103BIIBBiogen Inc$7.3M0.03%47,441CommonSHARED
23331A109DHIDr Horton Inc$7.2M0.03%51,165CommonSHARED
03073E105CORCencora Inc$7.0M0.03%31,124CommonSHARED
37940X102GPNGlobal Payments Inc$6.9M0.03%61,686CommonSHARED
00846U101AAgilent Technologies Inc$6.9M0.03%51,014CommonSHARED
22822V101CCICrown Castle International Corp$6.8M0.03%74,912CommonSHARED
049468101TEAMAtlassian Corp$6.8M0.03%27,793CommonSHARED
G0450A105ACGLArch Capital Group Ltd$6.7M0.03%73,008CommonSHARED
76954A103RIVNRivian Automotive Inc$6.7M0.03%504,642CommonSHARED
929160109VMCVulcan Materials Co$6.7M0.03%26,086CommonSHARED
260003108DOVDover Corp$6.6M0.03%35,356CommonSHARED
366651107ITGartner Inc$6.6M0.03%13,644CommonSHARED
345370860FFord Motor Co$6.6M0.03%665,083CommonSHARED
871829107SYYSysco Corp$6.6M0.03%85,734CommonSHARED
294429105EFXEquifax Inc$6.5M0.03%25,575CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$6.5M0.03%36,908CommonSHARED
88033G407THCTenet Healthcare Corp$6.5M0.03%51,402CommonSHARED
500754106KHCKraft Heinz Co$6.5M0.03%211,099CommonSHARED
81141R100SESea Ltd$6.5M0.03%60,836CommonSHARED
336433107FSLRFirst Solar Inc$6.4M0.03%36,268CommonSHARED
962166104WYWeyerhaeuser Co$6.4M0.03%226,779CommonSHARED
674599105OXYOccidental Petroleum Corp$6.3M0.03%127,433CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$6.3M0.03%26,733CommonSHARED
05464T104AXSMAxsome Therapeutics Inc$6.2M0.03%73,770CommonSHARED
427866108HSYHershey Co/The$6.2M0.03%36,771CommonSHARED
G7997W102SDRLSeadrill Ltd$6.2M0.03%159,536CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$6.1M0.03%78,582CommonSHARED
573284106MLMMartin Marietta Materials Inc$6.1M0.03%11,877CommonSHARED
761152107RMDResMed Inc$6.1M0.03%26,702CommonSHARED
631103108NDAQNasdaq Inc$6.1M0.03%78,533CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$6.1M0.03%14,675CommonSHARED
693506107PPGPpg Industries Inc$6.1M0.03%50,726CommonSHARED
278642103EBAYeBay Inc$6.1M0.03%97,769CommonSHARED
H2906T109GRMNGarmin Ltd$6.0M0.03%29,272CommonSHARED
053484101AVBAvalonbay Communities Inc$6.0M0.03%27,385CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$6.0M0.03%26,566CommonSHARED
16119P108CHTRCharter Communications Inc$6.0M0.03%17,369CommonSHARED
925652109VICIVICI Properties Inc$5.9M0.03%202,645CommonSHARED
G7S00T104PNRPentair PLC$5.9M0.03%58,615CommonSHARED
922475108VEEVVeeva Systems Inc$5.8M0.03%27,652CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$5.8M0.03%18,534CommonSHARED
05965X109BSACBanco Santander Chile - ADR$5.8M0.03%307,359CommonSHARED
G0896C103TBBBBBB Foods Inc$5.8M0.02%204,223CommonSHARED
039483102ADMArcher-Daniels-Midland Co$5.7M0.02%113,635CommonSHARED
526057104LENLennar Corp A$5.7M0.02%42,040CommonSHARED
00766T100ACMAecom$5.7M0.02%53,473CommonSHARED
29109X106AZPN1USDAspen Technology Inc$5.7M0.02%22,821CommonSHARED
443573100HUBSHubSpot Inc$5.6M0.02%8,094CommonSHARED
74144T108TROWT Rowe Price Group Inc$5.6M0.02%49,420CommonSHARED
18915M107NETCloudflare Inc$5.5M0.02%51,393CommonSHARED
46284V101IRMIron Mountain Inc$5.5M0.02%52,585CommonSHARED
754730109RJFRaymond James Financial Inc$5.5M0.02%35,472CommonSHARED
G8267P108SWSmurfit Westrock Plc$5.5M0.02%101,575CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$5.5M0.02%255,563CommonSHARED
29084Q100EMEEMCOR Group$5.4M0.02%11,919CommonSHARED
30225T102EXRExtra Space Storage Inc$5.4M0.02%36,145CommonSHARED
49338L103KEYSKeysight Technologies Inc$5.3M0.02%32,915CommonSHARED
595017104MCHPMicrochip Technology Inc$5.2M0.02%91,118CommonSHARED
171340102CHDChurch & Dwight Co Inc$5.2M0.02%49,817CommonSHARED
049560105ATOAtmos Energy Corp$5.2M0.02%37,364CommonSHARED
14149Y108CAHCardinal Health Inc$5.1M0.02%43,475CommonSHARED
03662Q105AKXANSYS Inc$5.1M0.02%15,087CommonSHARED
316773100FITBFifth Third Bancorp$5.1M0.02%120,343CommonSHARED
487836108KKellanova$5.1M0.02%62,545CommonSHARED
380237107GDDYGoDaddy Inc$5.0M0.02%25,584CommonSHARED
844741108LUVSouthwest Airlines Co$5.0M0.02%147,565CommonSHARED
892356106TSCOTractor Supply Co$5.0M0.02%93,310CommonSHARED
722304102PDDPDD Holdings Inc$5.0M0.02%51,040CommonSHARED
592688105MTDMettler-Toledo International Inc$4.9M0.02%4,039CommonSHARED
26884L109EQTEQT Corp$4.9M0.02%107,019CommonSHARED
87165B103SYFSynchrony Financial$4.9M0.02%75,136CommonSHARED
833034101SNASnap-On Inc$4.8M0.02%14,257CommonSHARED
880770102TERTeradyne Inc$4.8M0.02%38,084CommonSHARED
N00985106AERAerCap Holdings NV$4.8M0.02%49,882CommonSHARED
82489W107SHLSShoals Technologies Group Inc$4.8M0.02%862,748CommonSHARED
771049103RBLXRoblox Corp$4.8M0.02%82,189CommonSHARED
406216101HALHalliburton Co$4.7M0.02%174,178CommonSHARED
115236101BROBrown & Brown Inc$4.6M0.02%45,279CommonSHARED
143658300CCL1EURCarnival Corp$4.6M0.02%184,843CommonSHARED
92276F100VTRVentas Inc$4.6M0.02%77,308CommonSHARED
570535104MKLMarkel Group Inc$4.5M0.02%2,609CommonSHARED
62944T105NVRNvr Inc$4.5M0.02%549CommonSHARED
29476L107EQREquity Residential$4.5M0.02%62,532CommonSHARED
83406F102SOFISoFi Technologies Inc$4.5M0.02%289,755CommonSHARED
142339100CSLCarlisle Companies Inc$4.4M0.02%12,043CommonSHARED
902252105TYLTyler Technologies Inc$4.4M0.02%7,702CommonSHARED
579780206MKCMccormick & Co Inc/Md$4.4M0.02%57,101CommonSHARED
64110D104NTAPNetApp Inc$4.3M0.02%37,330CommonSHARED
12514G108CDWCdw Corp/De$4.3M0.02%24,887CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$4.3M0.02%262,368CommonSHARED
45167R104IEXIdex Corp$4.2M0.02%20,274CommonSHARED
770700102HOODRobinhood Markets Inc$4.2M0.02%113,839CommonSHARED
315616102FFIVF5 Inc$4.2M0.02%16,812CommonSHARED
50212V100LPLALPL Financial Holdings Inc$4.2M0.02%12,944CommonSHARED
955306105WSTWest Pharmaceutical Services INC$4.2M0.02%12,792CommonSHARED
574599106MASMasco Corp$4.2M0.02%57,721CommonSHARED
172062101CINFCincinnati Financial Corp$4.2M0.02%29,084CommonSHARED
30212P303EXPEExpedia Group Inc$4.2M0.02%22,419CommonSHARED
969904101WSMWilliams Sonoma Inc$4.2M0.02%22,529CommonSHARED
88262P102TPLTexas Pacific Land Corp$4.1M0.02%3,741CommonSHARED
65473P105NINiSource Inc$4.1M0.02%112,370CommonSHARED
25179M103DVNDevon Energy Corp$4.1M0.02%125,396CommonSHARED
942622200WSOWatsco Inc$4.1M0.02%8,628CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$4.1M0.02%184,940CommonSHARED
90384S303ULTAUlta Beauty Inc$4.1M0.02%9,353CommonSHARED
237194105DRIDarden Restaurants Inc$4.0M0.02%21,676CommonSHARED
219948106CPAYCorpay Inc$4.0M0.02%11,877CommonSHARED
665859104NTRSNorthern Trust Corp$4.0M0.02%38,982CommonSHARED
690742101OCOwens Corning$4.0M0.02%23,288CommonSHARED
N53745100LYBLyondellbasell Industries NV$4.0M0.02%53,282CommonSHARED
695156109PKGPackaging Corp of America$3.9M0.02%17,530CommonSHARED
00BDCPN04Coca-Cola Europacific Partners Plc$3.9M0.02%50,978CommonSHARED
745867101PHMPultegroup Inc$3.9M0.02%35,906CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$3.9M0.02%36,997CommonSHARED
146869102CVNACarvana Co$3.9M0.02%19,116CommonSHARED
165167735EXEChesapeake Energy Corp$3.9M0.02%38,850CommonSHARED
941848103WATWaters Corp$3.8M0.02%10,294CommonSHARED
297178105ESSEssex Property Trust Inc$3.8M0.02%13,256CommonSHARED
7591EP100RFRegions Financial Corp$3.8M0.02%160,837CommonSHARED
093712107BEBloom Energy Corp$3.8M0.02%170,162CommonSHARED
879360105TDYTeledyne Technologies Inc$3.8M0.02%8,111CommonSHARED
00217D100ASTSAST SpaceMobile Inc$3.8M0.02%178,268CommonSHARED
531229755FWONKLiberty Media Corp - C$3.7M0.02%40,443CommonSHARED
12503M108CBOECBOE Global Markets Inc$3.7M0.02%19,065CommonSHARED
69370C100PTCPTC Inc$3.7M0.02%20,239CommonSHARED
74736K101QRVOQorvo Inc$3.7M0.02%52,436CommonSHARED
384109104GGGGraco Inc$3.7M0.02%43,485CommonSHARED
98980L101ZNGAZoom Video Communications Inc$3.6M0.02%44,658CommonSHARED
31946M103FCNCAFirst Citizens BancShares Inc$3.6M0.02%1,715CommonSHARED
902494103TSNTyson Foods Inc$3.6M0.02%62,904CommonSHARED
127097103CTRACoterra Energy Inc$3.6M0.02%141,423CommonSHARED
78410G104SBACSBA Communications Corp$3.6M0.02%17,643CommonSHARED
960413102WLKWestlake Chemical Corp$3.6M0.02%31,196CommonSHARED
023586506UHAL/BU-Haul Holding Co$3.6M0.02%55,793CommonSHARED
538034109LYVLive Nation Entertainment Inc$3.6M0.02%27,456CommonSHARED
084423102WRBW R Berkley Corp$3.5M0.02%60,566CommonSHARED
422806208HEI/AHEICO Corp$3.5M0.02%19,030CommonSHARED
G8473T100STESteris plc$3.5M0.02%17,216CommonSHARED
89400J107TRUTransUnion$3.5M0.02%37,939CommonSHARED
101121101BXPBPX INC$3.5M0.02%47,143CommonSHARED
174610105CFGCitizens Financial Group Inc$3.5M0.02%79,643CommonSHARED
989207105ZBRAZebra Technologies Corp$3.5M0.02%9,015CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$3.4M0.01%45,495CommonSHARED
896239100TRMBTrimble Inc$3.4M0.01%48,728CommonSHARED
518439104ELEstee Lauder Cos Inc/The$3.4M0.01%45,675CommonSHARED
189054109CLXClorox Co/The$3.4M0.01%21,067CommonSHARED
G0176J109ALLEAllegion PLC$3.4M0.01%26,095CommonSHARED
302635206FSKFS KKR Capital Corp$3.4M0.01%156,422CommonSHARED
256163106DOCUDocuSign Inc$3.4M0.01%37,620CommonSHARED
099502106BAHBooz Allen Hamilton Holding Corp$3.4M0.01%26,079CommonSHARED
433000106HIMSHims & Hers Health Inc$3.4M0.01%138,665CommonSHARED
460146103IPInternational Paper Co$3.3M0.01%61,655CommonSHARED
858119100STLDSteel Dynamics Inc$3.3M0.01%29,026CommonSHARED
854502101SWKStanley Black & Decker Inc$3.3M0.01%41,218CommonSHARED
376535878GLADGladstone Capital Corp$3.3M0.01%116,143CommonSHARED
46187W107INVHInvitation Homes Inc$3.3M0.01%102,931CommonSHARED
058498106BALLBall Corp$3.3M0.01%59,583CommonSHARED
759509102RSReliance Inc$3.3M0.01%12,191CommonSHARED
205887102CAGConagra Brands Inc$3.3M0.01%117,242CommonSHARED
G7997R103STXSeagate Technology HLDNGS PL$3.2M0.01%37,452CommonSHARED
90138F102TWLOTwilio Inc$3.2M0.01%29,906CommonSHARED
303075105FDSFactSet Research Systems Inc$3.2M0.01%6,606CommonSHARED
74624M102PPure Storage Inc$3.2M0.01%51,611CommonSHARED
216648501COOCooper Cos Inc$3.2M0.01%34,332CommonSHARED
60855R100MOHMolina Healthcare Inc$3.2M0.01%10,842CommonSHARED
86800U104SMCIUSDSuper Micro Computer Inc$3.2M0.01%103,421CommonSHARED
92343E102VRSNVeriSign Inc$3.1M0.01%15,210CommonSHARED
125269100CFCF Industries Holdings Inc$3.1M0.01%36,831CommonSHARED
086516101BBYBest Buy Co Inc$3.1M0.01%36,564CommonSHARED
681919106OMCOmnicom Group Inc$3.1M0.01%36,316CommonSHARED
122017106BURLBurlington Stores Inc$3.1M0.01%10,896CommonSHARED
427096508HTGCHercules Capital Inc$3.1M0.01%153,965CommonSHARED
466313103JBLJabil Inc$3.1M0.01%21,426CommonSHARED
G3223R108EGEverest Group Ltd$3.1M0.01%8,492CommonSHARED
48203R104JNPJuniper Networks Inc$3.1M0.01%81,851CommonSHARED
29415C101EOSEEos Energy Enterprises Inc$3.1M0.01%629,141CommonSHARED
59522J103MAAMid-America Apartment Communities Inc$3.0M0.01%19,302CommonSHARED
42250P103DOCHealthpeak Properties INC$3.0M0.01%145,884CommonSHARED
256677105DGDollar General Corp$3.0M0.01%38,908CommonSHARED

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.