MondegarAI
DnB Asset Management AS

Q2 2025 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2025-08-12 · accession 0000912282-25-000858

$24.12B
Reported value
716
Positions
2025-06-30
Period end
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The Brief · DnB Asset Management AS · Q2 2025

AI · grounded in 13F

DnB Asset Management AS established a new position in MSFT valued at $2.3B. The fund also initiated new stakes in NVDA for $1.56B and GOOGL for $1.14B. Additional new positions include AMZN at $1.14B, META at $999M, and AAPL at $977M. Total assets under management stand at $24.12B across 716 positions.

Holdings as filed

First 500 of 716

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$2.30B9.55%4,632,901CommonSHARED
67066G104NVDANvidia Corp$1.56B6.47%9,872,268CommonSHARED
02079K305GOOGLAlphabet Inc$1.14B4.74%6,493,371CommonSHARED
023135106AMZNAmazon.Com Inc$1.14B4.73%5,202,655CommonSHARED
30303M102METAMeta Platforms Inc$999.2M4.14%1,353,763CommonSHARED
037833100AAPLApple Inc$976.7M4.05%4,760,592CommonSHARED
57636Q104MAMastercard Inc$540.1M2.24%961,051CommonSHARED
68389X105ORCLOracle Corp$478.5M1.98%2,188,630CommonSHARED
92826C839VVisa Inc$431.7M1.79%1,216,016CommonSHARED
11135F101AVGOBroadcom Inc$407.1M1.69%1,477,006CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$369.0M1.53%1,629,486CommonSHARED
80004C200SNDKSandisk Corp$322.4M1.34%7,109,285CommonSHARED
958102105WDCWestern Digital Corp$309.8M1.28%4,842,066CommonSHARED
512807306LRCXLam Research Corp$305.7M1.27%3,140,813CommonSHARED
532457108LLYEli Lilly & Co$276.6M1.15%354,840CommonSHARED
23804L103DDOGDatadog Inc$218.8M0.91%1,628,900CommonSHARED
060505104BACBank Of America Corp$210.5M0.87%4,448,437CommonSHARED
79466L302CRMSalesforce Inc$206.9M0.86%758,716CommonSHARED
88160R101TSLATesla Inc$203.8M0.84%641,447CommonSHARED
46625H100JPMJPMorgan Chase & Co$200.2M0.83%690,396CommonSHARED
09857L108BKNGBooking Holdings Inc$197.3M0.82%34,076CommonSHARED
478160104JNJJohnson & Johnson$191.9M0.80%1,256,126CommonSHARED
931142103WMTWalMart Inc$187.9M0.78%1,921,528CommonSHARED
H1467J104CBChubb Ltd$181.4M0.75%626,184CommonSHARED
02079K107GOOGAlphabet Inc$168.6M0.70%950,341CommonSHARED
049468101TEAMAtlassian Corp$155.5M0.64%765,678CommonSHARED
172967424CCitigroup Inc$143.8M0.60%1,689,437CommonSHARED
64110L106NFLXNetflix Inc$136.1M0.56%101,637CommonSHARED
007903107AMDAdvanced Micro Devices inc$134.7M0.56%949,573CommonSHARED
872590104TMUST-Mobile US Inc$133.4M0.55%559,942CommonSHARED
M22465104CHKPCheck Point Software Tech LT$133.3M0.55%602,579CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$132.7M0.55%273,116CommonSHARED
78409V104SPGIS&P Global Inc$131.7M0.55%249,767CommonSHARED
458140100INTCIntel Corp$130.2M0.54%5,813,970CommonSHARED
291011104EMREmerson Electric Co$123.2M0.51%924,084CommonSHARED
81762P102NOWServiceNow Inc$122.7M0.51%119,321CommonSHARED
91324P102UNHUnitedhealth Group Inc$118.5M0.49%379,725CommonSHARED
58733R102MELIMercadolibre Inc$113.7M0.47%43,508CommonSHARED
617446448MSMorgan Stanley$110.4M0.46%783,785CommonSHARED
30231G102XOMExxon Mobil Corp$109.7M0.45%1,017,586CommonSHARED
46120E602ISRGIntuitive Surgical Inc$108.1M0.45%199,007CommonSHARED
713448108PEPPepsiCo Inc$105.2M0.44%796,465CommonSHARED
17275R102CSCOCisco Systems Inc$101.6M0.42%1,463,981CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$99.1M0.41%4,136,684CommonSHARED
22160K105COSTCostco Wholesale Corp$98.5M0.41%99,478CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$96.2M0.40%135,883CommonSHARED
65339F101NEENextEra Energy Inc$95.5M0.40%1,375,264CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$95.4M0.40%1,348,765CommonSHARED
00287Y109ABBVAbbVie Inc$93.4M0.39%503,046CommonSHARED
369604301GEGE Aerospace$89.7M0.37%348,448CommonSHARED
742718109PGProcter & Gamble Co/The$87.6M0.36%549,894CommonSHARED
437076102HDHome Depot Inc/The$87.0M0.36%237,305CommonSHARED
00724F101ADBEAdobe Inc$85.9M0.36%222,027CommonSHARED
194162103CLColgate-Palmolive Co$83.6M0.35%919,833CommonSHARED
573874104MRVLMarvell Technology Inc$83.2M0.35%1,075,313CommonSHARED
G5960L103MDTMedtronic Plc$78.8M0.33%903,482CommonSHARED
459200101IBMInternational Business Machines Corp$77.2M0.32%261,950CommonSHARED
40434L105HPQHP Inc$75.7M0.31%3,095,812CommonSHARED
278865100ECLEcolab Inc$74.3M0.31%275,832CommonSHARED
002824100ABTAbbott Laboratories$67.8M0.28%498,461CommonSHARED
988498101YUMYum! Brands Inc$64.0M0.27%431,652CommonSHARED
576323109MTZMasTec Inc$62.1M0.26%364,548CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$61.5M0.26%1,119,330CommonSHARED
042735100ARWArrow Electronics Inc$60.1M0.25%471,813CommonSHARED
58933Y105MRKMerck & Co Inc$59.7M0.25%754,094CommonSHARED
254687106DISWalt Disney Co/The$59.2M0.25%477,616CommonSHARED
00206R102TAT&T Inc$58.6M0.24%2,026,055CommonSHARED
883556102TMOThermo Fisher Scientific Inc$56.5M0.23%139,314CommonSHARED
69608A108PLTRPalantir Technologies Inc$56.4M0.23%413,584CommonSHARED
040413205ANETArista Networks Inc$56.4M0.23%550,892CommonSHARED
228368106CCKCrown Holdings Inc$56.3M0.23%546,728CommonSHARED
166764100CVXChevron Corp$55.4M0.23%386,965CommonSHARED
172755100CRUSCirrus Logic Inc$52.6M0.22%504,474CommonSHARED
580135101MCDMcdonald's Corp$52.0M0.22%178,062CommonSHARED
92343V104VZVerizon Communications Inc$51.7M0.21%1,194,060CommonSHARED
45866F104ICEIntercontinental Exchange Inc$51.4M0.21%280,196CommonSHARED
032095101APHAmphenol Corp$50.9M0.21%515,093CommonSHARED
243537107DECKDeckers Outdoor$50.6M0.21%491,318CommonSHARED
882508104TXNTexas Instruments Inc$50.6M0.21%243,675CommonSHARED
244199105DEDeere & Co$49.8M0.21%97,946CommonSHARED
949746101WMT2Wells Fargo & Co$48.9M0.20%609,947CommonSHARED
101137107BSXBoston Scientific Corp$47.4M0.20%441,574CommonSHARED
57667L107MTCHMatch Group Inc$47.0M0.19%1,521,551CommonSHARED
03769M106APOApollo Global Management Inc$46.0M0.19%324,099CommonSHARED
G54950103LINLinde PLC$45.7M0.19%97,391CommonSHARED
070830104BBWIBath & Body Works Inc$44.9M0.19%1,498,255CommonSHARED
36828A101GEVGE Vernova LLC$44.6M0.19%84,344CommonSHARED
90353T100UBERUber Technologies Inc$44.5M0.18%476,529CommonSHARED
806857108SLBSchlumberger Nv$43.7M0.18%1,294,279CommonSHARED
461202103INTUIntuit Inc$43.7M0.18%55,470CommonSHARED
031162100AMGNAmgen Inc$43.5M0.18%155,648CommonSHARED
83088M102SWKSSkyworks Solutions Inc$43.1M0.18%578,207CommonSHARED
907818108UNPUnion Pacific Corp$41.1M0.17%178,461CommonSHARED
053015103ADPAutomatic Data Processing Inc$40.8M0.17%132,394CommonSHARED
857477103STTState Street Corp$40.6M0.17%381,654CommonSHARED
747525103QCOMQualcomm Inc$40.5M0.17%254,083CommonSHARED
842587107SOSouthern Co/The$40.1M0.17%436,178CommonSHARED
G29183103ETNEaton Corp PLC$39.0M0.16%109,181CommonSHARED
872540109TJXTJX Cos Inc$38.9M0.16%315,316CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$38.7M0.16%86,931CommonSHARED
701094104PHParker-Hannifin Corp$38.6M0.16%55,279CommonSHARED
595112103MUMicron Technology Inc$37.4M0.16%303,468CommonSHARED
237266101DARDarling Ingredients Inc$37.1M0.15%978,720CommonSHARED
416515104HIGHartford Financial Services Group Inc$35.7M0.15%281,702CommonSHARED
G1151C101ACNAccenture Plc IRELAND$35.5M0.15%118,877CommonSHARED
88579Y101MMM3M Co$34.7M0.14%228,137CommonSHARED
025816109AXPAmerican Express Co$34.7M0.14%108,714CommonSHARED
58155Q103MCKMckesson Corp$34.6M0.14%47,277CommonSHARED
09260D107BXBlackstone Inc$34.5M0.14%230,652CommonSHARED
20030N101CMCSAComcast Corp$34.1M0.14%954,818CommonSHARED
893641100TDGTransDigm Group Inc$34.0M0.14%22,329CommonSHARED
038222105AMATApplied Materials Inc$33.7M0.14%184,042CommonSHARED
94106L109WMWaste Management Inc$33.7M0.14%147,199CommonSHARED
235851102DHRDanaher Corp$33.1M0.14%167,492CommonSHARED
452308109ITWIllinois Tool Works Inc$32.8M0.14%132,746CommonSHARED
21037T109CEGConstellation Energy Corp$32.1M0.13%99,504CommonSHARED
375558103GILDGilead Sciences Inc$32.1M0.13%289,340CommonSHARED
855244109SBUXStarbucks Corp$31.9M0.13%348,173CommonSHARED
110122108BMYBristol-Myers Squibb Co$31.3M0.13%676,932CommonSHARED
717081103PFEPfizer Inc$31.3M0.13%1,291,757CommonSHARED
29082A107EMBJEmbraer SA ADR$30.7M0.13%539,855CommonSHARED
L8681T102SPOTSpotify Technology SA$29.8M0.12%38,890CommonSHARED
808513105SCHWCharles Schwab Corp/The$29.8M0.12%326,274CommonSHARED
743315103PGRProgressive Corp$29.8M0.12%111,500CommonSHARED
48251W104KKRKkr & Co Inc$29.7M0.12%223,561CommonSHARED
863667101SYKStryker Corp$29.7M0.12%75,107CommonSHARED
09290D101BLKBlackrock Inc$29.4M0.12%28,021CommonSHARED
032654105ADIAnalog Devices Inc$29.1M0.12%122,336CommonSHARED
682189105ONON Semiconductor Corp$29.0M0.12%553,053CommonSHARED
92840M102VSTVistra Corp$28.9M0.12%149,318CommonSHARED
911312106UPSUnited Parcel Service Inc$28.3M0.12%280,824CommonSHARED
172908105CTASCintas Corp$27.8M0.12%124,606CommonSHARED
482480100KLACKla Corp$27.7M0.11%30,953CommonSHARED
29444U700EQIXEquinix Inc$27.1M0.11%34,099CommonSHARED
609207105MDLZMondelez International Inc$27.1M0.11%401,172CommonSHARED
25278X109FANGDiamondback Energy Inc$26.7M0.11%194,302CommonSHARED
74340W103PLDPrologis Inc$26.7M0.11%253,877CommonSHARED
G8994E103TTTrane Technologies Plc$26.6M0.11%60,741CommonSHARED
14040H105COFCapital One Financial Corp$26.1M0.11%122,745CommonSHARED
29452E101EQHEquitable Holdings Inc$26.1M0.11%464,442CommonSHARED
12572Q105CMECme Group Inc$26.0M0.11%94,338CommonSHARED
125523100CICigna Corp$25.8M0.11%78,185CommonSHARED
252131107DXCMDexCom Inc$25.8M0.11%295,458CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$25.8M0.11%117,942CommonSHARED
70614W100PTONPeloton Interactive Inc$25.8M0.11%3,711,752CommonSHARED
25746U109DDominion Energy Inc$25.4M0.11%448,912CommonSHARED
697435105PANWPalo Alto Networks Inc$25.3M0.11%123,798CommonSHARED
824348106SHWSherwin-Williams Co/The$25.1M0.10%72,973CommonSHARED
03027X100AMTAmerican Tower Corp$25.1M0.10%113,356CommonSHARED
127387108CDNSCadence Design Systems Inc$24.5M0.10%79,574CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$24.5M0.10%46,655CommonSHARED
00486H105ADTNAdtran Inc$24.5M0.10%2,729,515CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$24.3M0.10%47,750CommonSHARED
969457100WMBWilliams Cos Inc/The$24.0M0.10%382,144CommonSHARED
760759100RSGRepublic Services Inc$23.9M0.10%97,038CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$23.8M0.10%282,908CommonSHARED
20825C104COPConocoPhillips$23.5M0.10%261,684CommonSHARED
337738108FISVFiserv Inc$23.3M0.10%135,218CommonSHARED
28176E108EWEdwards Lifesciences Corp$23.3M0.10%297,794CommonSHARED
443201108HWMHowmet Aerospace Inc$23.1M0.10%124,306CommonSHARED
548661107LOWLowe's Cos Inc$23.0M0.10%103,780CommonSHARED
126408103CSXCSX Corp$22.2M0.09%679,875CommonSHARED
55261F104MTBM&T Bank Corp$21.6M0.09%111,342CommonSHARED
G93A5A101VIKViking Holdings Ltd$21.2M0.09%397,465CommonSHARED
654106103NKENike Inc$21.2M0.09%297,786CommonSHARED
95040Q104WELLWelltower Inc$20.8M0.09%135,550CommonSHARED
49456B101KMIKinder Morgan Inc$20.8M0.09%706,677CommonSHARED
30161N101EXCExelon Corp$20.7M0.09%476,126CommonSHARED
871607107SNPSSynopsys Inc$20.6M0.09%40,220CommonSHARED
231021106CMICummins Inc$20.5M0.09%62,720CommonSHARED
03990B101ARESAres Management Corp$20.5M0.09%118,477CommonSHARED
74762E102QUREQuanta Services Inc$19.2M0.08%50,817CommonSHARED
693718108PCARPaccar Inc$19.0M0.08%199,626CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$18.7M0.08%177,459CommonSHARED
594972408MSTRMicroStrategy Inc$18.7M0.08%46,174CommonSHARED
655844108NSCNorfolk Southern Corp$18.4M0.08%72,035CommonSHARED
609839105MPWRMonolithic Power Systems Inc$18.3M0.08%25,066CommonSHARED
05464C101AXONAxon Enterprise Inc$18.1M0.08%21,888CommonSHARED
02361E108AMRCAmeresco Inc$18.1M0.07%1,189,714CommonSHARED
816851109SRESempra Energy$17.7M0.07%233,512CommonSHARED
311900104FASTFastenal Co$17.7M0.07%420,786CommonSHARED
98978V103ZTSZoetis Inc$17.4M0.07%111,327CommonSHARED
436440101HO1Hologic Inc$16.9M0.07%260,014CommonSHARED
34959E109FTNTFortinet Inc$16.8M0.07%158,930CommonSHARED
29364G103ETREntergy Corp$16.7M0.07%201,372CommonSHARED
G25508105CRHCRH PLC$16.7M0.07%181,441CommonSHARED
031100100AMEAMETEK Inc$16.6M0.07%91,817CommonSHARED
615369105MCOMoody's Corp$16.2M0.07%32,310CommonSHARED
253868103DLRDigital Realty Trust Inc$16.1M0.07%92,318CommonSHARED
957638109WALWestern Alliance Bancorp$16.1M0.07%206,277CommonSHARED
679295105OKTAOkta Inc$16.0M0.07%159,789CommonSHARED
25809K105DASHDoorDash Inc$16.0M0.07%64,733CommonSHARED
036752103ELVElevance Health Inc$15.9M0.07%40,880CommonSHARED
G6683N103NUNU Holdings Ltd.$15.9M0.07%1,155,659CommonSHARED
31488V107FERGFerguson PLC$15.8M0.07%72,711CommonSHARED
126650100CVSCvs Health Corp$15.7M0.07%227,956CommonSHARED
14316J108CGCarlyle Group LP$15.7M0.07%305,430CommonSHARED
704326107PAYXPaychex Inc$15.6M0.06%107,562CommonSHARED
61174X109MNSTMonster Beverage Corp$15.6M0.06%249,324CommonSHARED
G7997W102SDRLSeadrill Ltd$15.6M0.06%594,256CommonSHARED
03831W108APPApplovin Corp$15.5M0.06%44,389CommonSHARED
363576109AJGArthur J Gallagher & Co$15.5M0.06%48,510CommonSHARED
14448C104CARRCarrier Global Corp$15.2M0.06%207,647CommonSHARED
98419M100XYLXylem Inc/Ny$15.1M0.06%116,760CommonSHARED
443510607HUBBHubbell Inc$14.9M0.06%36,373CommonSHARED
68902V107OTISOtis Worldwide Corp$14.6M0.06%146,987CommonSHARED
69331C108PCGPg&E Corp$14.5M0.06%1,042,507CommonSHARED
V7780T103RCLRoyal Caribbean Group$14.5M0.06%46,218CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$14.4M0.06%114,940CommonSHARED
45784P101PODDInsulet Corp$14.3M0.06%45,634CommonSHARED
31428X106FDXFedex Corp$14.3M0.06%63,002CommonSHARED
209115104EDConsolidated Edison Inc$14.3M0.06%142,567CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$14.2M0.06%75,932CommonSHARED
169656105CMGChipotle Mexican Grill Inc$14.1M0.06%251,132CommonSHARED
46266C105IQVIQVIA Holdings Inc$14.1M0.06%89,265CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$14.1M0.06%156,025CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$14.0M0.06%813,351CommonSHARED
571903202MARMarriott International Inc/Md$14.0M0.06%51,104CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$13.8M0.06%418,214CommonSHARED
651639106NEMNewmont Corp$13.7M0.06%235,947CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$13.7M0.06%65,364CommonSHARED
27579R104EWBCEast West Bancorp Inc$13.4M0.06%132,433CommonSHARED
902973304USBUs Bancorp$13.3M0.06%294,657CommonSHARED
70450Y103PYPLPayPal Holdings Inc$13.3M0.06%179,191CommonSHARED
911363109URIUnited Rentals Inc$13.3M0.06%17,664CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$13.3M0.06%54,777CommonSHARED
384802104GWWWW Grainger Inc$13.2M0.05%12,672CommonSHARED
19260Q107COINCoinbase Global Inc$13.1M0.05%37,469CommonSHARED
833445109SNOWSnowflake Inc$13.1M0.05%58,410CommonSHARED
G0403H108AONAon PLC$13.1M0.05%36,620CommonSHARED
075887109BDXBecton Dickinson And Co$12.9M0.05%75,135CommonSHARED
40412C101HCAHca Healthcare Inc$12.9M0.05%33,714CommonSHARED
92537N108VRTVertiv Holdings Co$12.9M0.05%100,334CommonSHARED
052769106ADSKAutodesk Inc$12.9M0.05%41,585CommonSHARED
26875P101EOGEOG Resources Inc$12.8M0.05%107,258CommonSHARED
444859102HUMHumana Inc$12.8M0.05%52,314CommonSHARED
009158106APDAir Products And Chemicals Inc$12.8M0.05%45,319CommonSHARED
86771W105RUNSunrun Inc$12.7M0.05%1,546,571CommonSHARED
770700102HOODRobinhood Markets Inc$12.5M0.05%133,985CommonSHARED
94106B101WCNWaste Connections Inc$12.5M0.05%67,169CommonSHARED
29355A107ENPHEnphase Energy Inc$12.5M0.05%315,647CommonSHARED
064058100BKBank Of New York Mellon Corp/The$12.5M0.05%137,099CommonSHARED
18915M107NETCloudflare Inc$12.4M0.05%63,343CommonSHARED
89417E109TRVTravelers Cos Inc/The$11.9M0.05%44,361CommonSHARED
42809H107HESHess Corp$11.7M0.05%84,494CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$11.6M0.05%43,611CommonSHARED
336433107FSLRFirst Solar Inc$11.6M0.05%70,087CommonSHARED
001055102AFLAflac Inc$11.5M0.05%109,193CommonSHARED
030420103AWKAmerican Water Works Co Inc$11.4M0.05%81,980CommonSHARED
30063P105EXKExact Sciences Corp$11.3M0.05%213,568CommonSHARED
776696106ROPRoper Technologies Inc$11.3M0.05%19,889CommonSHARED
053332102AZOAutozone Inc$11.2M0.05%3,009CommonSHARED
009066101ABNBAirbnb Inc$10.9M0.05%82,606CommonSHARED
15135B101CNCCentene Corp$10.6M0.04%195,098CommonSHARED
773903109ROKRockwell Automation Inc$10.6M0.04%31,790CommonSHARED
16411R208LNGCheniere Energy Inc$10.5M0.04%43,057CommonSHARED
81141R100SESea Ltd$10.5M0.04%65,524CommonSHARED
020002101ALLAllstate Corp/The$10.4M0.04%51,773CommonSHARED
22052L104CTVACorteva Inc$10.3M0.04%138,848CommonSHARED
03073E105CORCencora Inc$10.3M0.04%34,334CommonSHARED
03076C106AMPAmeriprise Financial Inc$10.3M0.04%19,279CommonSHARED
771049103RBLXRoblox Corp$10.2M0.04%97,321CommonSHARED
89832Q109TFCTruist Financial Corp$10.2M0.04%236,306CommonSHARED
56585A102MPCMarathon Petroleum Corp$10.1M0.04%60,810CommonSHARED
682680103OKEOneok Inc$10.1M0.04%123,615CommonSHARED
828806109SPGSimon Property Group Inc$10.1M0.04%62,646CommonSHARED
N6596X109NXPINxp Semiconductors Nv$10.1M0.04%46,057CommonSHARED
92345Y106VRSKVerisk Analytics Inc$10.0M0.04%32,202CommonSHARED
281020107EIXEdison International$10.0M0.04%194,365CommonSHARED
504922105LHLabcorp Holdings Inc$10.0M0.04%38,135CommonSHARED
59156R108METMetlife Inc$9.8M0.04%121,846CommonSHARED
G87052109TELTE Connectivity Plc$9.8M0.04%58,003CommonSHARED
15189T107CNPCenterPoint Energy Inc$9.7M0.04%265,306CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$9.7M0.04%59,762CommonSHARED
217204106CPRTCopart Inc$9.6M0.04%195,210CommonSHARED
756109104ORealty Income Corp$9.4M0.04%163,667CommonSHARED
718546104PSXPhillips 66$9.4M0.04%79,027CommonSHARED
98138H101WDAYWorkday Inc$9.4M0.04%39,074CommonSHARED
45687V106IRIngersoll Rand Inc$9.2M0.04%111,183CommonSHARED
G3643J108FLUTFlutter Entmt PLC$9.2M0.04%32,162CommonSHARED
026874784AIGAmerican International Group Inc$9.1M0.04%106,867CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$9.0M0.04%27,463CommonSHARED
74460D109PSAPublic Storage$8.9M0.04%30,263CommonSHARED
92338C103VLTOVeralto Corp$8.9M0.04%87,833CommonSHARED
047649108ATKRAtkore Inc$8.8M0.04%124,855CommonSHARED
30040W108ESEversource Energy$8.8M0.04%137,613CommonSHARED
366651107ITGartner Inc$8.7M0.04%21,582CommonSHARED
219350105GLWCorning Inc$8.7M0.04%165,525CommonSHARED
37045V100GMGeneral Motors Co$8.5M0.04%172,509CommonSHARED
922475108VEEVVeeva Systems Inc$8.4M0.03%29,111CommonSHARED
65473P105NINiSource Inc$8.3M0.03%206,966CommonSHARED
501044101KRKroger Co/The$8.3M0.03%115,254CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$8.2M0.03%15,338CommonSHARED
91913Y100VLOValero Energy Corp$8.2M0.03%60,801CommonSHARED
778296103ROSTRoss Stores Inc$8.2M0.03%63,979CommonSHARED
55354G100MSCIMsci Inc$8.1M0.03%14,116CommonSHARED
49177J102KVUEKenvue Inc$8.1M0.03%388,475CommonSHARED
87612E106TGTTarget Corp$8.1M0.03%82,326CommonSHARED
31620M106FISFidelity National Information Services Inc$8.1M0.03%99,192CommonSHARED
303250104FICOFair Isaac Corp$8.0M0.03%4,384CommonSHARED
05464T104AXSMAxsome Therapeutics Inc$8.0M0.03%76,642CommonSHARED
22822V101CCICrown Castle International Corp$8.0M0.03%77,877CommonSHARED
92837L109VISTVista Energy SAB de CV$7.9M0.03%165,730CommonSHARED
526107107LIILennox International Inc$7.9M0.03%13,818CommonSHARED
379577208GMEDGlobus Medical Inc$7.9M0.03%133,007CommonSHARED
494368103KMBKimberly-Clark Corp$7.8M0.03%60,402CommonSHARED
370334104GISGeneral Mills Inc$7.8M0.03%150,270CommonSHARED
345370860FFord Motor Co$7.7M0.03%713,228CommonSHARED
09581B103OWLBlue Owl Capital Inc$7.7M0.03%400,235CommonSHARED
83406F102SOFISoFi Technologies Inc$7.7M0.03%421,685CommonSHARED
12504L109CBRECBRE Group Inc$7.6M0.03%54,136CommonSHARED
146869102CVNACarvana Co$7.6M0.03%22,434CommonSHARED
05722G100BKRBaker Hughes Co$7.6M0.03%197,076CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$7.5M0.03%96,405CommonSHARED
87612G101TRGPTarga Resources Corp$7.4M0.03%42,490CommonSHARED
631103108NDAQNasdaq Inc$7.3M0.03%82,126CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$7.3M0.03%234,157CommonSHARED
14149Y108CAHCardinal Health Inc$7.3M0.03%43,345CommonSHARED
744320102PRUPrudential Financial Inc$7.2M0.03%67,474CommonSHARED
24703L202DELLDell Technologies Inc$7.2M0.03%58,386CommonSHARED
285512109EAElectronic Arts Inc$7.1M0.03%44,756CommonSHARED
16119P108CHTRCharter Communications Inc$7.1M0.03%17,455CommonSHARED
761152107RMDResMed Inc$7.1M0.03%27,617CommonSHARED
427866108HSYHershey Co/The$7.1M0.03%42,559CommonSHARED
879360105TDYTeledyne Technologies Inc$7.0M0.03%13,683CommonSHARED
278642103EBAYeBay Inc$7.0M0.03%93,618CommonSHARED
929160109VMCVulcan Materials Co$6.9M0.03%26,631CommonSHARED
595017104MCHPMicrochip Technology Inc$6.9M0.03%97,985CommonSHARED
294429105EFXEquifax Inc$6.8M0.03%26,352CommonSHARED
852234103XYZBlock Inc$6.8M0.03%100,426CommonSHARED
00217D100ASTSAST SpaceMobile Inc$6.8M0.03%144,725CommonSHARED
G0450A105ACGLArch Capital Group Ltd$6.8M0.03%74,176CommonSHARED
21036P108STZConstellation Brands Inc$6.7M0.03%41,406CommonSHARED
573284106MLMMartin Marietta Materials Inc$6.7M0.03%12,144CommonSHARED
871829107SYYSysco Corp$6.6M0.03%87,655CommonSHARED
260003108DOVDover Corp$6.6M0.03%36,170CommonSHARED
23331A109DHIDr Horton Inc$6.6M0.03%50,988CommonSHARED
26884L109EQTEQT Corp$6.5M0.03%111,782CommonSHARED
G0896C103TBBBBBB Foods Inc$6.5M0.03%233,866CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$6.4M0.03%26,311CommonSHARED
039483102ADMArcher-Daniels-Midland Co$6.4M0.03%120,914CommonSHARED
98980G102ZSZscaler Inc$6.4M0.03%20,283CommonSHARED
29084Q100EMEEMCOR Group$6.4M0.03%11,891CommonSHARED
115236101BROBrown & Brown Inc$6.3M0.03%57,227CommonSHARED
H2906T109GRMNGarmin Ltd$6.3M0.03%30,378CommonSHARED
22160N109CSGPCoStar Group Inc$6.3M0.03%78,751CommonSHARED
925652109VICIVICI Properties Inc$6.3M0.03%191,952CommonSHARED
N00985106AERAerCap Holdings NV$6.2M0.03%53,111CommonSHARED
00846U101AAgilent Technologies Inc$6.2M0.03%52,645CommonSHARED
G4124C109GRABGrab Holdings Ltd$6.2M0.03%1,231,951CommonSHARED
049560105ATOAtmos Energy Corp$6.2M0.03%40,196CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$6.2M0.03%83,310CommonSHARED
G7S00T104PNRPentair PLC$6.1M0.03%59,689CommonSHARED
670346105NUENuCor Corp$6.0M0.03%46,626CommonSHARED
053484101AVBAvalonbay Communities Inc$6.0M0.02%29,451CommonSHARED
00766T100ACMAecom$6.0M0.02%53,101CommonSHARED
26614N102DDDuPont De Nemours Inc$6.0M0.02%87,335CommonSHARED
05965X109BSACBanco Santander Chile - ADR$6.0M0.02%236,637CommonSHARED
377322102GKOSGlaukos Corp$5.9M0.02%57,283CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$5.9M0.02%19,243CommonSHARED
88339J105TTDTrade Desk Inc$5.9M0.02%81,452CommonSHARED
722304102PDDPDD Holdings Inc$5.8M0.02%55,801CommonSHARED
30225T102EXRExtra Space Storage Inc$5.8M0.02%39,569CommonSHARED
500754106KHCKraft Heinz Co$5.8M0.02%224,913CommonSHARED
136635109CSIQCanadian Solar Inc$5.8M0.02%523,649CommonSHARED
86800U302SMCISuper Micro Computer Inc$5.8M0.02%117,348CommonSHARED
03662Q105AKXANSYS Inc$5.7M0.02%16,288CommonSHARED
487836108KKellanova$5.6M0.02%70,752CommonSHARED
674599105OXYOccidental Petroleum Corp$5.6M0.02%133,679CommonSHARED
G7997R103STXSeagate Technology HLDNGS PL$5.6M0.02%38,794CommonSHARED
125896100CMSCMS Energy Corp$5.6M0.02%80,770CommonSHARED
46284V101IRMIron Mountain Inc$5.5M0.02%54,032CommonSHARED
49338L103KEYSKeysight Technologies Inc$5.5M0.02%33,757CommonSHARED
754730109RJFRaymond James Financial Inc$5.5M0.02%35,995CommonSHARED
69121K104OBDCBlue Owl Capital Corp$5.5M0.02%384,045CommonSHARED
92276F100VTRVentas Inc$5.4M0.02%85,595CommonSHARED
76954A103RIVNRivian Automotive Inc$5.4M0.02%392,751CommonSHARED
50212V100LPLALPL Financial Holdings Inc$5.4M0.02%14,350CommonSHARED
693506107PPGPpg Industries Inc$5.4M0.02%47,101CommonSHARED
143658300CCL1EURCarnival Corp$5.2M0.02%184,952CommonSHARED
34959J108FTVFortive Corp$5.2M0.02%99,520CommonSHARED
88033G407THCTenet Healthcare Corp$5.2M0.02%29,317CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$5.2M0.02%251,898CommonSHARED
570535104MKLMarkel Group Inc$5.1M0.02%2,557CommonSHARED
12503M108CBOECBOE Global Markets Inc$5.1M0.02%21,769CommonSHARED
422806208HEI/AHEICO Corp$5.1M0.02%19,526CommonSHARED
962166104WYWeyerhaeuser Co$5.0M0.02%196,325CommonSHARED
892356106TSCOTractor Supply Co$5.0M0.02%95,095CommonSHARED
171340102CHDChurch & Dwight Co Inc$5.0M0.02%52,122CommonSHARED
934423104WBDWarner Bros Discovery Inc$5.0M0.02%436,562CommonSHARED
316773100FITBFifth Third Bancorp$5.0M0.02%121,488CommonSHARED
87165B103SYFSynchrony Financial$4.9M0.02%73,675CommonSHARED
550021109LULULululemon Athletica Inc$4.9M0.02%20,640CommonSHARED
315616102FFIVF5 Inc$4.9M0.02%16,641CommonSHARED
92343E102VRSNVeriSign Inc$4.9M0.02%16,898CommonSHARED
443573100HUBSHubSpot Inc$4.9M0.02%8,765CommonSHARED
084423102WRBW R Berkley Corp$4.9M0.02%66,400CommonSHARED
592688105MTDMettler-Toledo International Inc$4.9M0.02%4,151CommonSHARED
579780206MKCMccormick & Co Inc/Md$4.9M0.02%64,147CommonSHARED
665859104NTRSNorthern Trust Corp$4.8M0.02%37,996CommonSHARED
256677105DGDollar General Corp$4.8M0.02%41,868CommonSHARED
460146103IPInternational Paper Co$4.7M0.02%101,372CommonSHARED
165167735EXEExpand Energy Corporation$4.7M0.02%40,221CommonSHARED
526057104LENLennar Corp$4.7M0.02%42,227CommonSHARED
422806109HEIHeico Corp$4.6M0.02%14,136CommonSHARED
380237107GDDYGoDaddy Inc$4.6M0.02%25,724CommonSHARED
78410G104SBACSBA Communications Corp$4.6M0.02%19,602CommonSHARED
12514G108CDWCdw Corp/De$4.6M0.02%25,641CommonSHARED
142339100CSLCarlisle Companies Inc$4.6M0.02%12,255CommonSHARED
237194105DRIDarden Restaurants Inc$4.6M0.02%20,934CommonSHARED
29476L107EQREquity Residential$4.5M0.02%67,125CommonSHARED
G4705A100ICLRICON Plc$4.5M0.02%30,849CommonSHARED
531229755FWONKLiberty Media Corp$4.5M0.02%42,925CommonSHARED
G8267P108SWSmurfit Westrock Plc$4.5M0.02%103,758CommonSHARED
902252105TYLTyler Technologies Inc$4.5M0.02%7,551CommonSHARED
172062101CINFCincinnati Financial Corp$4.5M0.02%30,037CommonSHARED
833034101SNASnap-On Inc$4.5M0.02%14,325CommonSHARED
466313103JBLJabil Inc$4.4M0.02%20,333CommonSHARED
538034109LYVLive Nation Entertainment Inc$4.4M0.02%29,309CommonSHARED
90384S303ULTAUlta Beauty Inc$4.4M0.02%9,411CommonSHARED
45841N107IBKRInteractive Brokers Group Inc$4.4M0.02%78,782CommonSHARED
G8473T100STESteris plc$4.3M0.02%18,084CommonSHARED
29415C101EOSEEos Energy Enterprises Inc$4.3M0.02%845,047CommonSHARED
G0250X107AMCRAmcor PLC$4.3M0.02%468,774CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$4.3M0.02%255,400CommonSHARED
942622200WSOWatsco Inc$4.2M0.02%9,537CommonSHARED
116794108BRKRBruker Corp$4.2M0.02%101,968CommonSHARED
342909108FLOCFlowco Holdings Inc$4.2M0.02%235,523CommonSHARED
M2682V108CYBRCyberark Software Ltd$4.2M0.02%10,229CommonSHARED
902494103TSNTyson Foods Inc$4.1M0.02%74,064CommonSHARED
64110D104NTAPNetApp Inc$4.1M0.02%38,865CommonSHARED
219948106CPAYCorpay Inc$4.1M0.02%12,477CommonSHARED
56035L104MAINMain Street Capital Corp$4.1M0.02%69,675CommonSHARED
74144T108TROWT Rowe Price Group Inc$4.1M0.02%42,414CommonSHARED
384109104GGGGraco Inc$4.1M0.02%47,144CommonSHARED
231561101CWCurtiss Wright$4.1M0.02%8,290CommonSHARED
297178105ESSEssex Property Trust Inc$4.0M0.02%14,133CommonSHARED
G0176J109ALLEAllegion PLC$4.0M0.02%27,713CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$4.0M0.02%48,102CommonSHARED
62944T105NVRNvr Inc$4.0M0.02%539CommonSHARED
632307104NTRANatera Inc$3.9M0.02%23,236CommonSHARED
88262P102TPLTexas Pacific Land Corp$3.9M0.02%3,710CommonSHARED
941848103WATWaters Corp$3.8M0.02%11,016CommonSHARED
74834L100DGXQuest Diagnostics Inc$3.8M0.02%21,386CommonSHARED
30212P303EXPEExpedia Group Inc$3.8M0.02%22,765CommonSHARED
72352L106PINSPinterest Inc$3.8M0.02%106,401CommonSHARED
260557103DOWDow Inc$3.8M0.02%144,057CommonSHARED
25179M103DVNDevon Energy Corp$3.8M0.02%119,845CommonSHARED
896239100TRMBTrimble Inc$3.8M0.02%50,174CommonSHARED
759509102RSReliance Inc$3.8M0.02%12,092CommonSHARED
127097103CTRACoterra Energy Inc$3.8M0.02%149,330CommonSHARED
256746108DLTRDollar Tree Inc$3.8M0.02%38,189CommonSHARED
69370C100PTCPTC Inc$3.8M0.02%21,927CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$3.8M0.02%51,376CommonSHARED
745867101PHMPultegroup Inc$3.7M0.02%34,833CommonSHARED
7591EP100RFRegions Financial Corp$3.6M0.02%154,588CommonSHARED
775711104ROLRollins Inc$3.6M0.01%64,074CommonSHARED
858119100STLDSteel Dynamics Inc$3.6M0.01%28,185CommonSHARED
45167R104IEXIdex Corp$3.6M0.01%20,548CommonSHARED
37940X102GPNGlobal Payments Inc$3.6M0.01%44,439CommonSHARED
888787108TOSTToast Inc$3.6M0.01%80,250CommonSHARED
26142V105DKNGDraftkings Inc$3.5M0.01%82,409CommonSHARED
G2519Y108BAPCredicorp Ltd$3.5M0.01%15,737CommonSHARED
574599106MASMasco Corp$3.5M0.01%54,480CommonSHARED
406216101HALHalliburton Co$3.5M0.01%171,932CommonSHARED
46187W107INVHInvitation Homes Inc$3.5M0.01%106,229CommonSHARED
09062X103BIIBBiogen Inc$3.4M0.01%27,427CommonSHARED
89400J107TRUTransUnion$3.4M0.01%39,008CommonSHARED
969904101WSMWilliams Sonoma Inc$3.4M0.01%20,823CommonSHARED
125269100CFCF Industries Holdings Inc$3.4M0.01%36,909CommonSHARED
174610105CFGCitizens Financial Group Inc$3.4M0.01%75,319CommonSHARED
98980L101ZNGAZoom Video Communications Inc$3.4M0.01%42,963CommonSHARED
695156109PKGPackaging Corp of America$3.3M0.01%17,760CommonSHARED
12008R107BLDRBuilders FrstSrc$3.3M0.01%28,577CommonSHARED
48203R104JNPJuniper Networks Inc$3.3M0.01%82,358CommonSHARED
90138F102TWLOTwilio Inc$3.3M0.01%26,281CommonSHARED
67059N108NTNXNutanix Inc$3.3M0.01%42,552CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$3.2M0.01%35,433CommonSHARED
518439104ELEstee Lauder Cos Inc/The$3.2M0.01%39,891CommonSHARED
31946M103FCNCAFirst Citizens BancShares Inc$3.2M0.01%1,638CommonSHARED
79589L106IOTSamsara Inc$3.2M0.01%80,507CommonSHARED
303075105FDSFactSet Research Systems Inc$3.1M0.01%7,000CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$3.1M0.01%185,987CommonSHARED
690742101OCOwens Corning$3.1M0.01%22,509CommonSHARED
59522J103MAAMid-America Apartment Communities Inc$3.1M0.01%20,900CommonSHARED
668771108GENGen Digital Inc$3.1M0.01%105,159CommonSHARED
74251V102PFGPrincipal Financial Group Inc$3.1M0.01%38,808CommonSHARED
093712107BEBloom Energy Corp$3.1M0.01%128,853CommonSHARED
74624M102PPure Storage Inc$3.0M0.01%52,942CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$3.0M0.01%41,847CommonSHARED
60937P106MDBMongoDB Inc$3.0M0.01%14,445CommonSHARED
892672106TWTradeweb Markets Inc$3.0M0.01%20,705CommonSHARED
60855R100MOHMolina Healthcare Inc$3.0M0.01%10,032CommonSHARED
071813109BAXBaxter International Inc$3.0M0.01%98,368CommonSHARED
N53745100LYBLyondellbasell Industries NV$3.0M0.01%51,391CommonSHARED
N20944109CNHCNH INDL N V$3.0M0.01%229,189CommonSHARED
G65163100JOBYJoby Aviation Inc$3.0M0.01%281,529CommonSHARED
058498106BALLBall Corp$3.0M0.01%52,826CommonSHARED
101121101BXPBXP Inc$3.0M0.01%43,756CommonSHARED
302130109EXPDExpeditors International of Washington Inc$2.9M0.01%25,515CommonSHARED

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.