MondegarAI
DnB Asset Management AS

Q1 2025 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2025-05-15 · accession 0000912282-25-000535

$21.69B
Reported value
738
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 738

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.87B8.60%4,969,874CommonSHARED
67066G104NVDANvidia Corp$1.25B5.75%11,501,243CommonSHARED
023135106AMZNAMAZON COM INC$1.19B5.49%6,256,630CommonSHARED
02079K305GOOGLALPHABET INC$1.11B5.10%7,153,445CommonSHARED
037833100AAPLApple Inc$776.2M3.58%3,494,441CommonSHARED
30303M102METAMeta Platforms Inc$757.1M3.49%1,313,595CommonSHARED
92826C839VVisa Inc$363.0M1.67%1,035,697CommonSHARED
57636Q104MAMastercard Inc$327.9M1.51%598,249CommonSHARED
68389X105ORCLOracle Corp$305.8M1.41%2,187,306CommonSHARED
11135F101AVGOBroadcom Inc$295.2M1.36%1,763,313CommonSHARED
532457108LLYEli Lilly & Co$267.9M1.24%324,422CommonSHARED
M22465104CHKPCheck Point Software Tech LT$263.4M1.21%1,155,587CommonSHARED
80004C200SNDKSandisk Corp$233.6M1.08%4,906,280CommonSHARED
958102105WDCWestern Digital Corp$225.5M1.04%5,576,463CommonSHARED
23804L103DDOGDatadog Inc$218.9M1.01%2,206,464CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$201.8M0.93%973,600CommonSHARED
478160104JNJJohnson & Johnson$200.4M0.92%1,208,176CommonSHARED
226718104CRTOCRITEO S A$195.4M0.90%5,511,195CommonSHARED
512807108LRCXEURLam Research Corp$187.1M0.86%2,574,059CommonSHARED
46625H100JPMJPMorgan Chase & Co$185.7M0.86%756,894CommonSHARED
060505104BACBANK AMERICA CORP$181.0M0.83%4,337,546CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$178.6M0.82%335,258CommonSHARED
91324P102UNHUnitedhealth Group Inc$173.8M0.80%331,789CommonSHARED
00724F101ADBEAdobe Inc$171.9M0.79%448,322CommonSHARED
H1467J104CBChubb Ltd$169.8M0.78%562,263CommonSHARED
931142103WMTWalMart Inc$163.5M0.75%1,862,737CommonSHARED
872590104TMUST-Mobile US Inc$160.0M0.74%600,007CommonSHARED
88160R101TSLATesla Inc$156.9M0.72%605,566CommonSHARED
09857L108BKNGBooking Holdings Inc$156.3M0.72%33,925CommonSHARED
98980G102ZSZscaler Inc$148.5M0.68%748,376CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$147.1M0.68%886,278CommonSHARED
02079K107GOOGALPHABET INC$141.5M0.65%905,936CommonSHARED
G1151C101ACNAccenture Plc IRELAND$133.6M0.62%428,170CommonSHARED
573874104MRVLMarvell Technology Inc$124.1M0.57%2,015,860CommonSHARED
78409V104SPGIS&P Global Inc$123.3M0.57%242,705CommonSHARED
007903107AMDAdvanced Micro Devices inc$122.1M0.56%1,188,832CommonSHARED
30231G102XOMExxon Mobil Corp$113.3M0.52%952,764CommonSHARED
81762P102NOWServiceNow Inc$112.2M0.52%140,959CommonSHARED
713448108PEPPepsiCo Inc$110.3M0.51%735,958CommonSHARED
22160K105COSTCostco Wholesale Corp$103.8M0.48%109,788CommonSHARED
172967424CCitigroup Inc$103.8M0.48%1,462,160CommonSHARED
291011104EMREmerson Electric Co$100.5M0.46%916,663CommonSHARED
65339F101NEENextEra Energy Inc$99.9M0.46%1,409,395CommonSHARED
883556102TMOThermo Fisher Scientific Inc$98.6M0.45%198,211CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$98.4M0.45%1,373,569CommonSHARED
00287Y109ABBVAbbVie Inc$98.3M0.45%468,950CommonSHARED
742718109PGProcter & Gamble Co/The$96.5M0.44%566,072CommonSHARED
64110L106NFLXNetflix Inc$93.9M0.43%100,699CommonSHARED
617446448MSMorgan Stanley$90.8M0.42%778,556CommonSHARED
437076102HDHome Depot Inc/The$89.5M0.41%244,269CommonSHARED
58733R102MELIMercadolibre Inc$88.6M0.41%45,393CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$85.6M0.39%176,531CommonSHARED
G5960L103MDTMedtronic Plc$85.4M0.39%950,614CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$78.3M0.36%143,286CommonSHARED
369604301GEGE Aerospace$78.1M0.36%390,264CommonSHARED
002824100ABTABBOTT LABS$73.7M0.34%555,396CommonSHARED
166764100CVXChevron Corp$71.7M0.33%428,341CommonSHARED
042735100ARWARROW ELECTRS INC$71.1M0.33%685,051CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$70.1M0.32%991,486CommonSHARED
24703L202DELLDell Technologies Inc$68.4M0.32%750,323CommonSHARED
58933Y105MRKMerck & Co Inc$68.0M0.31%757,094CommonSHARED
988498101YUMYum! Brands Inc$66.0M0.30%419,217CommonSHARED
458140100INTCIntel Corp$65.8M0.30%2,898,668CommonSHARED
194162103CLColgate-Palmolive Co$62.5M0.29%666,659CommonSHARED
40434L105HPQHP Inc$59.6M0.27%2,152,019CommonSHARED
57667L107MTCHMatch Group Inc$59.5M0.27%1,907,864CommonSHARED
580135101MCDMcdonald's Corp$58.7M0.27%187,886CommonSHARED
46120E602ISRGIntuitive Surgical Inc$58.3M0.27%117,652CommonSHARED
92343V104VZVerizon Communications Inc$57.4M0.26%1,266,255CommonSHARED
83088M102SWKSSkyworks Solutions Inc$54.4M0.25%841,856CommonSHARED
45866F104ICEIntercontinental Exchange Inc$54.1M0.25%313,729CommonSHARED
79466L302CRMSalesforce Inc$54.0M0.25%201,107CommonSHARED
806857108SLBSchlumberger Nv$52.8M0.24%1,262,812CommonSHARED
031162100AMGNAmgen Inc$52.2M0.24%167,665CommonSHARED
17275R102CSCOCISCO SYS INC$51.2M0.24%829,820CommonSHARED
244199105DEDeere & Co$49.6M0.23%105,644CommonSHARED
907818108UNPUnion Pacific Corp$48.9M0.23%207,184CommonSHARED
040413205ANETArista Networks Inc$48.2M0.22%622,011CommonSHARED
243537107DECKDeckers Outdoor CORP$48.2M0.22%430,827CommonSHARED
101137107BSXBoston Scientific Corp$48.0M0.22%475,528CommonSHARED
459200101IBMInternational Business Machines Corp$47.9M0.22%192,790CommonSHARED
228368106CCKCROWN HLDGS INC$47.5M0.22%531,961CommonSHARED
00206R102TAT&T Inc$47.3M0.22%1,671,857CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$45.9M0.21%590,907CommonSHARED
882508104TXNTexas Instruments Inc$45.1M0.21%251,113CommonSHARED
747525103QCOMQualcomm Inc$44.5M0.21%289,632CommonSHARED
254687106DISWalt Disney Co/The$43.5M0.20%441,153CommonSHARED
842587107SOSouthern Co/The$43.5M0.20%472,885CommonSHARED
110122108BMYBristol-Myers Squibb Co$43.4M0.20%712,151CommonSHARED
G54950103LINLinde PLC$43.3M0.20%92,999CommonSHARED
03769M106APOApollo Global Management Inc$42.5M0.20%310,358CommonSHARED
949746101WMT2Wells Fargo & Co$42.0M0.19%585,727CommonSHARED
576323109MTZMasTec Inc$41.5M0.19%355,222CommonSHARED
743315103PGRProgressive Corp$41.3M0.19%145,860CommonSHARED
872540109TJXTJX Cos Inc$41.3M0.19%338,759CommonSHARED
053015103ADPAutomatic Data Processing Inc$41.0M0.19%134,215CommonSHARED
90353T100UBERUber Technologies Inc$39.3M0.18%539,433CommonSHARED
94106L109WMWaste Management Inc$39.1M0.18%168,840CommonSHARED
09247X101BLKCHFBLACKROCK MUNIHLDGS NJ QLTY$38.7M0.18%40,882CommonSHARED
032095101APHAmphenol Corp$38.6M0.18%588,749CommonSHARED
452308109ITWIllinois Tool Works Inc$37.9M0.17%152,958CommonSHARED
416515104HIGHartford Financial Services Group Inc$37.1M0.17%300,059CommonSHARED
125523100CITHE CIGNA GROUP$36.7M0.17%111,553CommonSHARED
88579Y101MMM3M Co$36.7M0.17%249,586CommonSHARED
701094104PHParker-Hannifin Corp$36.3M0.17%59,762CommonSHARED
25278X109FANGDiamondback Energy Inc$36.0M0.17%224,968CommonSHARED
09260D107BXBlackstone Inc$35.7M0.16%255,449CommonSHARED
235851102DHRDANAHER CORPORATION$35.4M0.16%172,763CommonSHARED
G93A5A101VIKViking Holdings Ltd$34.8M0.16%874,298CommonSHARED
12572Q105CMECme Group Inc$33.9M0.16%127,925CommonSHARED
237266101DARDarling Ingredients Inc$33.7M0.16%1,078,922CommonSHARED
070830104BBWIBath & Body Works Inc$33.5M0.15%1,103,791CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$33.1M0.15%135,455CommonSHARED
337738108FISVFiserv Inc$32.6M0.15%147,808CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$31.8M0.15%50,127CommonSHARED
58155Q103MCKMckesson Corp$31.6M0.15%47,027CommonSHARED
74340W103PLDPrologis Inc$31.2M0.14%279,184CommonSHARED
00486H105ADTNADTRAN HOLDINGS INC$31.0M0.14%3,551,606CommonSHARED
69608A108PLTRPalantir Technologies Inc$30.5M0.14%361,373CommonSHARED
717081103PFEPfizer Inc$30.2M0.14%1,192,726CommonSHARED
911312106UPSUnited Parcel Service Inc$30.0M0.14%272,419CommonSHARED
609207105MDLZMondelez International Inc$29.3M0.13%431,126CommonSHARED
172908105CTASCintas Corp$29.1M0.13%141,583CommonSHARED
G29183103ETNEaton Corp PLC$29.0M0.13%106,608CommonSHARED
91879Q109MTNVail Resorts Inc$29.0M0.13%181,011CommonSHARED
20030N101CMCSAComcast Corp$28.7M0.13%777,761CommonSHARED
025816109AXPAmerican Express Co$28.2M0.13%104,891CommonSHARED
760759100RSGRepublic Services Inc$28.0M0.13%115,765CommonSHARED
25746U109DDominion Energy Inc$28.0M0.13%498,999CommonSHARED
29444U700EQIXEquinix Inc$27.8M0.13%34,116CommonSHARED
893641100TDGTransDigm Group Inc$27.6M0.13%19,983CommonSHARED
461202103INTUIntuit Inc$27.5M0.13%44,814CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$26.6M0.12%340,118CommonSHARED
863667101SYKStryker Corp$26.6M0.12%71,374CommonSHARED
03027X100AMTAmerican Tower Corp$26.5M0.12%121,844CommonSHARED
857477103STTState Street Corp$26.1M0.12%291,014CommonSHARED
375558103GILDGilead Sciences Inc$25.6M0.12%228,063CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$25.5M0.12%310,019CommonSHARED
20825C104COPConocoPhillips$25.1M0.12%239,391CommonSHARED
29355A107ENPHEnphase Energy Inc$25.1M0.12%404,576CommonSHARED
29082A107EMBJEmbraer SA ADR$24.9M0.11%539,855CommonSHARED
654106103NKENike Inc$24.8M0.11%391,235CommonSHARED
25809K105DASHDoorDash Inc$24.6M0.11%134,653CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$24.6M0.11%471,714CommonSHARED
48251W104KKRKkr & Co Inc$24.4M0.11%211,270CommonSHARED
548661107LOWLowe's Cos Inc$23.8M0.11%102,204CommonSHARED
36828A101GEVGE Vernova LLC$23.8M0.11%77,916CommonSHARED
824348106SHWSherwin-Williams Co/The$23.6M0.11%67,635CommonSHARED
517834107LVSLas Vegas Sands Corp$23.5M0.11%608,938CommonSHARED
126408103CSXCSX Corp$23.4M0.11%796,494CommonSHARED
682189105ONON Semiconductor Corp$23.4M0.11%574,405CommonSHARED
28176E108EWEdwards Lifesciences Corp$22.9M0.11%316,114CommonSHARED
231021106CMICummins Inc$22.5M0.10%71,898CommonSHARED
172755100CRUSCirrus Logic Inc$22.4M0.10%225,076CommonSHARED
595112103MUMicron Technology Inc$22.2M0.10%255,600CommonSHARED
031100100AMEAMETEK Inc$21.8M0.10%126,520CommonSHARED
038222105AMATAPPLIED MATLS INC$21.4M0.10%147,464CommonSHARED
032654105ADIAnalog Devices Inc$21.1M0.10%104,698CommonSHARED
177876291Spotify Technology SA$20.4M0.09%37,045CommonSHARED
95040Q104WELLWelltower Inc$19.9M0.09%129,691CommonSHARED
855244109SBUXStarbucks Corp$19.8M0.09%202,274CommonSHARED
252131107DXCMDexCom Inc$19.8M0.09%289,711CommonSHARED
55261F104MTBM&T Bank Corp$19.7M0.09%110,276CommonSHARED
G8994E103TTTrane Technologies Plc$19.4M0.09%57,638CommonSHARED
127387108CDNSCadence Design System Inc$19.0M0.09%74,710CommonSHARED
98978V103ZTSZoetis Inc$19.0M0.09%115,285CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$18.7M0.09%127,396CommonSHARED
036752103ELVElevance Health Inc$18.5M0.09%42,495CommonSHARED
30161N101EXCExelon Corp$18.4M0.08%399,439CommonSHARED
697435105PANWPalo Alto Networks Inc$18.1M0.08%105,916CommonSHARED
871607107SNPSSynopsys Inc$17.9M0.08%41,636CommonSHARED
G25508105CRHCRH PLC$17.6M0.08%200,051CommonSHARED
444859102HUMHumana Inc$17.5M0.08%66,294CommonSHARED
21037T109CEGConstellation Energy Corp$17.4M0.08%86,100CommonSHARED
020002101ALLALLSTATE CORP$17.3M0.08%83,542CommonSHARED
311900104FASTFastenal Co$17.2M0.08%221,656CommonSHARED
655844108NSCNorfolk Southern Corp$17.2M0.08%72,533CommonSHARED
756109104ORealty Income Corp$17.0M0.08%293,741CommonSHARED
816851109SRESempra Energy$16.8M0.08%235,052CommonSHARED
45784P101PODDInsulet Corp$16.5M0.08%62,976CommonSHARED
482480100KLACKla Corp$16.5M0.08%24,261CommonSHARED
436440101HO1Hologic Inc$16.4M0.08%264,901CommonSHARED
65473P105NINiSource Inc$16.2M0.07%403,962CommonSHARED
68902V107OTISOtis Worldwide Corp$16.0M0.07%155,461CommonSHARED
61174X109MNSTMonster Beverage Corp$16.0M0.07%273,238CommonSHARED
957638109WALWestern Alliance Bancorp$15.8M0.07%206,091CommonSHARED
679295105OKTAOkta Inc$15.8M0.07%149,727CommonSHARED
209115104EDConsolidated Edison Inc$15.7M0.07%141,949CommonSHARED
693718108PCARPaccar Inc$15.7M0.07%161,169CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$15.7M0.07%457,784CommonSHARED
15135B101CNCCentene Corp$15.6M0.07%256,777CommonSHARED
92840M102VSTVistra Corp$15.5M0.07%131,790CommonSHARED
30040W108ESEversource Energy$15.5M0.07%249,014CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$15.2M0.07%44,078CommonSHARED
126650100CVSCvs Health Corp$15.0M0.07%221,335CommonSHARED
31428X106FDXFedex Corp$14.9M0.07%61,300CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$14.9M0.07%42,138CommonSHARED
12504L109CBRECBRE Group Inc$14.6M0.07%111,288CommonSHARED
704326107PAYXPaychex Inc$14.5M0.07%93,947CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$14.2M0.07%128,112CommonSHARED
615369105MCOMoody's Corp$14.2M0.07%30,419CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$14.1M0.07%9,874CommonSHARED
46266C105IQVIQVIA Holdings Inc$14.1M0.07%80,134CommonSHARED
14316J108CGCARLYLE GROUP INC$14.1M0.06%323,428CommonSHARED
969457100WMBWilliams Cos Inc/The$14.1M0.06%235,289CommonSHARED
G9460G101VALValaris Ltd$13.9M0.06%353,999CommonSHARED
02361E108AMRCAmeresco Inc$13.8M0.06%1,146,303CommonSHARED
03073E105CORCencora Inc$13.8M0.06%49,718CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$13.8M0.06%172,413CommonSHARED
G0403H108AONAon PLC$13.7M0.06%34,356CommonSHARED
22160N109CSGPCoStar Group Inc$13.6M0.06%171,318CommonSHARED
26875P101EOGEOG Resources Inc$13.3M0.06%104,052CommonSHARED
494368103KMBKimberly-Clark Corp$13.2M0.06%93,141CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$13.2M0.06%208,817CommonSHARED
74762E102QUREQUANTA SVCS INC$13.1M0.06%51,649CommonSHARED
278865100ECLEcolab Inc$13.1M0.06%51,530CommonSHARED
443201108HWMHowmet Aerospace Inc$13.0M0.06%100,140CommonSHARED
253868103DLRDIGITAL RLTY TR INC$12.9M0.06%89,835CommonSHARED
009158106APDAIR PRODS & CHEMS INC$12.8M0.06%43,454CommonSHARED
443510607HUBBHubbell Inc$12.7M0.06%38,490CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$12.7M0.06%70,927CommonSHARED
609839105MPWRMonolithic Power Systems Inc$12.7M0.06%21,902CommonSHARED
98419M100XYLXylem Inc/Ny$12.6M0.06%105,888CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC$12.6M0.06%85,744CommonSHARED
69331C108PCGPg&E Corp$12.5M0.06%727,436CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$12.5M0.06%70,881CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$12.4M0.06%798,559CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$12.4M0.06%46,934CommonSHARED
075887109BDXBecton Dickinson & Co$12.2M0.06%53,465CommonSHARED
21036P108STZConstellation Brands Inc$12.2M0.06%66,339CommonSHARED
169656105CMGChipotle Mexican Grill Inc$11.9M0.06%237,652CommonSHARED
902973304USBUs Bancorp$11.9M0.05%281,528CommonSHARED
27579R104EWBCEast West Bancorp Inc$11.8M0.05%131,598CommonSHARED
001055102AFLAflac Inc$11.8M0.05%106,100CommonSHARED
31488V107FERGFerguson PLC$11.6M0.05%72,408CommonSHARED
384802104GWWWW Grainger Inc$11.6M0.05%11,730CommonSHARED
594972408MSTRMicroStrategy Inc$11.4M0.05%39,691CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$11.4M0.05%62,950CommonSHARED
40412C101HCAHca Healthcare Inc$11.4M0.05%33,009CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$11.4M0.05%135,859CommonSHARED
651639106NEMNewmont Corp$11.4M0.05%235,142CommonSHARED
682680103OKEOneok Inc$11.3M0.05%114,210CommonSHARED
34959E109FTNTFortinet Inc$11.2M0.05%116,262CommonSHARED
15189T107CNPCenterPoint Energy Inc$11.2M0.05%308,880CommonSHARED
29364G103ETREntergy Corp$11.2M0.05%130,885CommonSHARED
053332102AZOAutozone Inc$11.1M0.05%2,912CommonSHARED
370334104GISGeneral Mills Inc$11.0M0.05%184,804CommonSHARED
049560105ATOAtmos Energy Corp$11.0M0.05%71,076CommonSHARED
776696106ROPRoper Technologies Inc$11.0M0.05%18,619CommonSHARED
911363109URIUnited Rentals Inc$10.9M0.05%17,444CommonSHARED
G6683N103NUNU Holdings Ltd.$10.8M0.05%1,049,985CommonSHARED
30063P105EXKExact Sciences Corp$10.6M0.05%245,759CommonSHARED
125896100CMSCMS Energy Corp$10.5M0.05%139,629CommonSHARED
49456B101KMIKinder Morgan Inc$10.4M0.05%365,777CommonSHARED
86771W105RUNSunrun Inc$10.4M0.05%1,771,010CommonSHARED
05464C101AXONAxon Enterprise Inc$10.2M0.05%19,473CommonSHARED
052769106ADSKAutodesk Inc$10.2M0.05%39,100CommonSHARED
42809H107HESHess Corp$10.0M0.05%62,889CommonSHARED
94106B101WCNWaste Connections Inc$10.0M0.05%51,250CommonSHARED
217204106CPRTCopart Inc$9.9M0.05%174,111CommonSHARED
828806109SPGSimon Property Group Inc$9.8M0.05%59,251CommonSHARED
571903202MARMarriott International Inc/Md$9.8M0.05%41,171CommonSHARED
281020107EIXEdison International$9.8M0.05%165,740CommonSHARED
89832Q109TFCTruist Financial Corp$9.7M0.04%234,534CommonSHARED
718546104PSXPhillips 66$9.6M0.04%77,390CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$9.6M0.04%41,991CommonSHARED
03831W108APPApplovin Corp$9.6M0.04%36,052CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$9.5M0.04%109,752CommonSHARED
16411R208LNGCheniere Energy Inc$9.5M0.04%41,027CommonSHARED
59156R108METMetlife Inc$9.4M0.04%116,675CommonSHARED
009066101ABNBAirbnb Inc$9.3M0.04%77,837CommonSHARED
579780206MKCMccormick & Co Inc/Md$9.3M0.04%112,909CommonSHARED
49177J102KVUEKenvue Inc$9.2M0.04%382,164CommonSHARED
92345Y106VRSKVerisk Analytics Inc$9.1M0.04%30,685CommonSHARED
37045V100GMGeneral Motors Co$9.0M0.04%192,050CommonSHARED
V7780T103RCLRoyal Caribbean Group$9.0M0.04%43,641CommonSHARED
03076C106AMPAMERIPRISE FINL INC$8.8M0.04%18,183CommonSHARED
56585A102MPCMarathon Petroleum Corp$8.8M0.04%60,132CommonSHARED
70450Y103PYPLPayPal Holdings Inc$8.8M0.04%134,169CommonSHARED
98138H101WDAYWorkday Inc$8.6M0.04%36,959CommonSHARED
942622200WSOWatsco Inc$8.6M0.04%16,826CommonSHARED
74460D109PSAPublic Storage$8.5M0.04%28,532CommonSHARED
87612E106TGTTarget Corp$8.5M0.04%81,417CommonSHARED
526107107LIILennox International Inc$8.5M0.04%15,093CommonSHARED
22052L104CTVACorteva Inc$8.4M0.04%134,023CommonSHARED
379577208GMEDGlobus Medical Inc$8.4M0.04%114,975CommonSHARED
45687V106IRIngersoll Rand Inc$8.3M0.04%104,039CommonSHARED
047649108ATKRAtkore Inc$8.3M0.04%138,481CommonSHARED
504922105LHLabcorp Holdings Inc$8.2M0.04%35,251CommonSHARED
G87052109TELTE Connectivity Plc$8.1M0.04%57,511CommonSHARED
501044101KRKroger Co/The$8.1M0.04%119,743CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$8.1M0.04%47,279CommonSHARED
05722G100BKRBaker Hughes Co$8.0M0.04%183,090CommonSHARED
81141R100SESea Ltd$7.9M0.04%60,791CommonSHARED
91913Y100VLOValero Energy Corp$7.9M0.04%59,794CommonSHARED
778296103ROSTRoss Stores Inc$7.9M0.04%61,674CommonSHARED
773903109ROKRockwell Automation Inc$7.9M0.04%30,493CommonSHARED
22822V101CCICROWN CASTLE INC$7.8M0.04%74,895CommonSHARED
87612G101TRGPTarga Resources Corp$7.8M0.04%38,799CommonSHARED
92837L109VISTVista Energy SAB de CV$7.7M0.04%165,730CommonSHARED
303250104FICOFair Isaac Corp$7.7M0.04%4,184CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$7.7M0.04%229,482CommonSHARED
55354G100MSCIMsci Inc$7.6M0.04%13,443CommonSHARED
744320102PRUPrudential Financial Inc$7.5M0.03%67,253CommonSHARED
833445109SNOWSnowflake Inc$7.5M0.03%51,318CommonSHARED
09581B103OWLBlue Owl Capital Inc$7.5M0.03%373,266CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$7.4M0.03%27,297CommonSHARED
219350105GLWCorning Inc$7.4M0.03%160,710CommonSHARED
00217D100ASTSAST SpaceMobile Inc$7.3M0.03%323,016CommonSHARED
31620M106FISFidelity National Information Services Inc$7.3M0.03%97,602CommonSHARED
N6596X109NXPINxp Semiconductors Nv$7.2M0.03%37,972CommonSHARED
05464T104AXSMAxsome Therapeutics Inc$7.2M0.03%61,528CommonSHARED
192446102CTSHCOGNIZANT TECHNOLGY SOLUTIO$7.1M0.03%92,667CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$7.1M0.03%73,550CommonSHARED
34959J108FTVFortive Corp$7.0M0.03%95,773CommonSHARED
922475108VEEVVeeva Systems Inc$7.0M0.03%30,092CommonSHARED
92338C103VLTOVeralto Corp$6.9M0.03%70,814CommonSHARED
92537N108VRTVertiv Holdings Co$6.8M0.03%94,422CommonSHARED
G3643J108FLUTFlutter Entmt PLC$6.8M0.03%30,711CommonSHARED
962166104WYWeyerhaeuser Co$6.7M0.03%228,922CommonSHARED
500754106KHCKraft Heinz Co$6.6M0.03%216,381CommonSHARED
345370860FFord Motor Co$6.6M0.03%655,701CommonSHARED
23331A109DHID R HORTON INC$6.4M0.03%50,465CommonSHARED
871829107SYYSysco Corp$6.4M0.03%85,454CommonSHARED
674599105OXYOccidental Petroleum Corp$6.4M0.03%129,798CommonSHARED
16119P108CHTRCharter Communications Inc$6.4M0.03%17,360CommonSHARED
427866108HSYHershey Co/The$6.4M0.03%37,292CommonSHARED
136635109CSIQCanadian Solar Inc$6.4M0.03%733,932CommonSHARED
278642103EBAYeBay Inc$6.3M0.03%93,717CommonSHARED
G4705A100ICLRICON Plc$6.3M0.03%36,208CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$6.3M0.03%78,103CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$6.3M0.03%18,568CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6.3M0.03%25,878CommonSHARED
925652109VICIVICI Properties Inc$6.3M0.03%191,681CommonSHARED
342909108FLOCFlowco Holdings Inc$6.2M0.03%243,607CommonSHARED
G0896C103TBBBBBB Foods Inc$6.2M0.03%233,866CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$6.2M0.03%14,827CommonSHARED
260003108DOVDover Corp$6.2M0.03%35,369CommonSHARED
929160109VMCVulcan Materials Co$6.1M0.03%26,020CommonSHARED
69121K104OBDCBLUE OWL CAPITAL CORPORATION$6.0M0.03%412,599CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$6.0M0.03%36,528CommonSHARED
26614N102DDDuPont De Nemours Inc$6.0M0.03%80,905CommonSHARED
722304102PDDPDD Holdings Inc$6.0M0.03%51,040CommonSHARED
88033G407THCTenet Healthcare Corp$6.0M0.03%44,785CommonSHARED
14149Y108CAHCardinal Health Inc$6.0M0.03%43,263CommonSHARED
761152107RMDResMed Inc$6.0M0.03%26,621CommonSHARED
294429105EFXEquifax Inc$5.9M0.03%24,395CommonSHARED
18915M107NETCloudflare Inc$5.9M0.03%52,444CommonSHARED
00846U101AAgilent Technologies Inc$5.9M0.03%50,431CommonSHARED
19260Q107COINCoinbase Global Inc$5.9M0.03%34,028CommonSHARED
049468101TEAMAtlassian Corporation$5.9M0.03%27,574CommonSHARED
76954A103RIVNRivian Automotive Inc$5.9M0.03%469,988CommonSHARED
631103108NDAQNasdaq Inc$5.8M0.03%76,166CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$5.8M0.03%26,855CommonSHARED
550021109LULULululemon Athletica Inc$5.8M0.03%20,335CommonSHARED
366651107ITGartner Inc$5.7M0.03%13,659CommonSHARED
573284106MLMMartin Marietta Materials Inc$5.7M0.03%11,904CommonSHARED
115236101BROBrown & Brown Inc$5.7M0.03%45,562CommonSHARED
670346105NUENuCor Corp$5.6M0.03%46,922CommonSHARED
693506107PPGPpg Industries Inc$5.6M0.03%50,918CommonSHARED
N00985106AERAerCap Holdings NV$5.5M0.03%54,259CommonSHARED
039483102ADMArcher-Daniels-Midland Co$5.5M0.03%115,243CommonSHARED
26884L109EQTEQT Corp$5.5M0.03%102,639CommonSHARED
79589L106IOTSamsara Inc$5.4M0.02%141,485CommonSHARED
05965X109BSACBanco Santander Chile NEW$5.4M0.02%236,637CommonSHARED
171340102CHDChurch & Dwight Co Inc$5.4M0.02%48,889CommonSHARED
852234103XYZBlock Inc$5.4M0.02%98,837CommonSHARED
30225T102EXRExtra Space Storage Inc$5.4M0.02%36,079CommonSHARED
92276F100VTRVentas Inc$5.3M0.02%77,672CommonSHARED
460146103IPInternational Paper Co$5.3M0.02%98,819CommonSHARED
G7S00T104PNRPentair PLC$5.2M0.02%59,310CommonSHARED
892356106TSCOTractor Supply Co$5.2M0.02%93,577CommonSHARED
487836108KKellanova$5.1M0.02%62,227CommonSHARED
83406F102SOFISoFi Technologies Inc$5.0M0.02%432,238CommonSHARED
00766T100ACMAecom$5.0M0.02%53,725CommonSHARED
754730109RJFRaymond James Financial Inc$5.0M0.02%35,827CommonSHARED
260557103DOWDow Inc$5.0M0.02%142,276CommonSHARED
49338L103KEYSKeysight Technologies Inc$4.9M0.02%32,624CommonSHARED
443573100HUBSHubSpot Inc$4.9M0.02%8,540CommonSHARED
570535104MKLMarkel Group Inc$4.9M0.02%2,603CommonSHARED
03662Q105AKXANSYS Inc$4.9M0.02%15,360CommonSHARED
526057104LENLennar Corp A$4.9M0.02%42,295CommonSHARED
833034101SNASnap-On Inc$4.8M0.02%14,336CommonSHARED
771049103RBLXRoblox Corp$4.8M0.02%82,846CommonSHARED
88262P102TPLTexas Pacific Land Corp$4.8M0.02%3,629CommonSHARED
285512109EAElectronic Arts Inc$4.8M0.02%32,965CommonSHARED
592688105MTDMettler-Toledo International Inc$4.8M0.02%4,031CommonSHARED
336433107FSLRFirst Solar Inc$4.8M0.02%37,598CommonSHARED
380237107GDDYGoDaddy Inc$4.7M0.02%25,847CommonSHARED
316773100FITBFifth Third Bancorp$4.6M0.02%118,175CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$4.6M0.02%49,771CommonSHARED
G8267P108SWSmurfit Westrock Plc$4.6M0.02%101,959CommonSHARED
29476L107EQREquity Residential$4.6M0.02%63,795CommonSHARED
50212V100LPLALPL Financial Holdings Inc$4.5M0.02%13,809CommonSHARED
315616102FFIVF5 Inc$4.5M0.02%16,874CommonSHARED
46284V101IRMIron Mountain Inc$4.5M0.02%51,732CommonSHARED
29084Q100EMEEMCOR Group$4.4M0.02%12,015CommonSHARED
37940X102GPNGlobal Payments Inc$4.4M0.02%45,284CommonSHARED
902494103TSNTyson Foods Inc$4.4M0.02%69,421CommonSHARED
25179M103DVNDevon Energy Corp$4.4M0.02%118,161CommonSHARED
770700102HOODRobinhood Markets Inc$4.4M0.02%105,503CommonSHARED
172062101CINFCINCINNATI FINL CORP$4.3M0.02%29,263CommonSHARED
88339J105TTDTrade Desk Inc$4.3M0.02%78,994CommonSHARED
165167735EXEEXPAND ENERGY CORPORATION$4.3M0.02%38,780CommonSHARED
237194105DRIDarden Restaurants Inc$4.3M0.02%20,763CommonSHARED
56035L104MAINMain Street Capital Corp$4.3M0.02%76,257CommonSHARED
595017104MCHPMicrochip Technology Inc$4.3M0.02%88,991CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$4.3M0.02%19,032CommonSHARED
084423102WRBBERKLEY W R CORP$4.3M0.02%60,144CommonSHARED
G4124C109GRABGrab Holdings Ltd$4.3M0.02%941,948CommonSHARED
902252105TYLTyler Technologies Inc$4.3M0.02%7,337CommonSHARED
934423104WBDWarner Bros Discovery Inc$4.3M0.02%396,516CommonSHARED
142339100CSLCARLISLE COS INC$4.2M0.02%12,222CommonSHARED
406216101HALHalliburton Co$4.2M0.02%163,977CommonSHARED
146869102CVNACarvana Co$4.1M0.02%19,809CommonSHARED
219948106CPAYCorpay Inc$4.1M0.02%11,854CommonSHARED
297178105ESSEssex Property Trust Inc$4.1M0.02%13,459CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$4.1M0.02%36,227CommonSHARED
879360105TDYTeledyne Technologies Inc$4.1M0.02%8,196CommonSHARED
87165B103SYFSynchrony Financial$4.0M0.02%75,663CommonSHARED
78410G104SBACSBA Communications Corp$4.0M0.02%18,200CommonSHARED
62944T105NVRNvr Inc$4.0M0.02%552CommonSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$4.0M0.02%31,854CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$4.0M0.02%256,493CommonSHARED
422806208HEI/AHEICO Corp$4.0M0.02%18,745CommonSHARED
74144T108TROWT Rowe Price Group Inc$3.9M0.02%42,250CommonSHARED
92343E102VRSNVeriSign Inc$3.9M0.02%15,174CommonSHARED
574599106MASMasco Corp$3.8M0.02%55,140CommonSHARED
127097103CTRACoterra Energy Inc$3.8M0.02%132,501CommonSHARED
G7997W102SDRLSeadrill Ltd$3.8M0.02%152,990CommonSHARED
G8473T100STESteris plc$3.8M0.02%16,751CommonSHARED
941848103WATWaters Corp$3.8M0.02%10,269CommonSHARED
N53745100LYBLyondellbasell Industries NV$3.7M0.02%53,204CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$3.7M0.02%44,833CommonSHARED
45167R104IEXIdex Corp$3.7M0.02%20,632CommonSHARED
745867101PHMPultegroup Inc$3.7M0.02%36,313CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$3.7M0.02%248,112CommonSHARED
858119100STLDSteel Dynamics Inc$3.7M0.02%29,657CommonSHARED
665859104NTRSNorthern Trust Corp$3.7M0.02%37,338CommonSHARED
09062X103BIIBBiogen Inc$3.7M0.02%26,825CommonSHARED
384109104GGGGraco Inc$3.7M0.02%43,878CommonSHARED
46187W107INVHInvitation Homes Inc$3.7M0.02%104,793CommonSHARED
538034109LYVLive Nation Entertainment Inc$3.6M0.02%27,941CommonSHARED
143658300CCL1EURCarnival Corp$3.6M0.02%186,684CommonSHARED
29415C101EOSEEos Energy Enterprises Inc$3.6M0.02%954,194CommonSHARED
30212P303EXPEExpedia Group Inc$3.6M0.02%21,366CommonSHARED
531229755FWONKLiberty Media Corp - C$3.6M0.02%39,867CommonSHARED
695156109PKGPackaging Corp of America$3.5M0.02%17,829CommonSHARED
759509102RSReliance Inc$3.5M0.02%12,046CommonSHARED
G0176J109ALLEAllegion PLC$3.5M0.02%26,542CommonSHARED
60855R100MOHMolina Healthcare Inc$3.4M0.02%10,448CommonSHARED
90384S303ULTAUlta Beauty Inc$3.4M0.02%9,386CommonSHARED
86800U104SMCIUSDSuper Micro Computer Inc$3.4M0.02%100,355CommonSHARED
690742101OCOwens Corning$3.4M0.02%24,008CommonSHARED
70614W100PTONPeloton Interactive Inc$3.4M0.02%535,891CommonSHARED
7591EP100RFRegions Financial Corp$3.4M0.02%154,469CommonSHARED
98980L101ZNGAZoom Video Communications Inc$3.4M0.02%45,422CommonSHARED
969904101WSMWilliams Sonoma Inc$3.4M0.02%21,194CommonSHARED
433000106HIMSHims & Hers Health Inc$3.3M0.02%111,615CommonSHARED
775711104ROLRollins Inc$3.3M0.02%60,862CommonSHARED
74834L100DGXQuest Diagnostics Inc$3.3M0.02%19,371CommonSHARED
256677105DGDOLLAR GENERAL CORP NEW$3.3M0.02%37,144CommonSHARED
89400J107TRUTransUnion$3.3M0.01%39,164CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$3.2M0.01%79,234CommonSHARED
31946M103FCNCAFirst Citizens BancShares Inc$3.2M0.01%1,742CommonSHARED
854502101SWKStanley Black & Decker Inc$3.2M0.01%42,006CommonSHARED
74251V102PFGPrincipal Financial Group Inc$3.2M0.01%38,227CommonSHARED
59522J103MAAMid-America Apartment Communities Inc$3.2M0.01%19,185CommonSHARED
896239100TRMBTrimble Inc$3.2M0.01%48,898CommonSHARED
45841N107IBKRInteractive Brokers Group Inc$3.2M0.01%19,354CommonSHARED
72352L106PINSPinterest Inc$3.2M0.01%102,371CommonSHARED
189054109CLXClorox Co DEL$3.2M0.01%21,472CommonSHARED
69370C100PTCPTC Inc$3.2M0.01%20,369CommonSHARED
89377M109TMDXTransMedics Group Inc$3.2M0.01%46,877CommonSHARED
632307104NTRANatera Inc$3.2M0.01%22,293CommonSHARED
058498106BALLBall Corp$3.1M0.01%60,259CommonSHARED
302130109EXPDExpeditors International of Washington Inc$3.1M0.01%26,030CommonSHARED
681919106OMCOmnicom Group Inc$3.1M0.01%37,450CommonSHARED
N20944109CNHCNH INDL N V$3.1M0.01%252,206CommonSHARED
205887102CAGConagra Brands Inc$3.1M0.01%115,817CommonSHARED
101121101BXPBXP Inc$3.0M0.01%45,267CommonSHARED
422806109HEIHeico Corp$3.0M0.01%11,368CommonSHARED
540424108LLoews Corp$3.0M0.01%32,681CommonSHARED
G3223R108EGEverest Group Ltd$3.0M0.01%8,254CommonSHARED
071813109BAXBASTER INTL INC$3.0M0.01%87,473CommonSHARED
48203R104JNPJuniper Networks Inc$3.0M0.01%82,537CommonSHARED
42250P103DOCHealthpeak Properties INC$3.0M0.01%147,450CommonSHARED
892672106TWTradeweb Markets Inc$3.0M0.01%20,078CommonSHARED
832696405SJMJ M Smucker Co/The$3.0M0.01%25,012CommonSHARED
303075105FDSFactSet Research Systems Inc$3.0M0.01%6,502CommonSHARED
216648501COOCooper Cos Inc$2.9M0.01%34,698CommonSHARED
372460105GPCGenuine Parts Co$2.9M0.01%24,514CommonSHARED
125269100CFCF INDS HLDGS INC$2.9M0.01%37,193CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$2.9M0.01%188,898CommonSHARED
256163106DOCUDocuSign Inc$2.9M0.01%35,601CommonSHARED
25754A201DPZDOMINOS PIZZA INC$2.9M0.01%6,296CommonSHARED
67059N108NTNXNutanix Inc$2.9M0.01%41,154CommonSHARED
668771108GENGen Digital Inc$2.9M0.01%108,052CommonSHARED
518439104ELEstee Lauder Cos Inc/The$2.9M0.01%43,333CommonSHARED
955306105WSTWest Pharmaceutical Services INC$2.9M0.01%12,767CommonSHARED

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.