MondegarAI
DnB Asset Management AS

Q3 2025 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2025-11-12 · accession 0000912282-25-001221

$26.74B
Reported value
731
Positions
2025-09-30
Period end
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The Brief · DnB Asset Management AS · Q3 2025

AI · grounded in 13F

DnB Asset Management AS established a new position in MSFT valued at $2.47B. The fund also initiated new stakes in NVDA for $1.79B and GOOGL for $1.50B. Additional new positions include AAPL at $1.42B and AMZN at $1.33B.

Holdings as filed

First 500 of 731

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$2.47B9.25%4,776,034CommonSHARED
67066G104NVDANvidia Corp$1.79B6.71%9,617,279CommonSHARED
02079K305GOOGLAlphabet Inc$1.50B5.63%6,188,646CommonSHARED
037833100AAPLApple Inc$1.42B5.29%5,561,135CommonSHARED
023135106AMZNAmazon.Com Inc$1.33B4.96%6,045,255CommonSHARED
30303M102METAMeta Platforms Inc$877.1M3.28%1,194,302CommonSHARED
57636Q104MAMastercard Inc$507.3M1.90%891,905CommonSHARED
11135F101AVGOBroadcom Inc$455.3M1.70%1,380,209CommonSHARED
049468101TEAMAtlassian Corp$448.3M1.68%2,806,888CommonSHARED
79466L302CRMSalesforce Inc$393.0M1.47%1,658,085CommonSHARED
92826C839VVisa Inc$392.7M1.47%1,150,314CommonSHARED
88160R101TSLATesla Inc$359.3M1.34%807,978CommonSHARED
512807306LRCXLam Research Corp$348.2M1.30%2,600,095CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$345.0M1.29%1,235,324CommonSHARED
68389X105ORCLOracle Corp$341.2M1.28%1,213,046CommonSHARED
532457108LLYEli Lilly & Co$254.8M0.95%333,993CommonSHARED
060505104BACBank Of America Corp$239.4M0.90%4,640,303CommonSHARED
02079K107GOOGAlphabet Inc$236.1M0.88%969,535CommonSHARED
007903107AMDAdvanced Micro Devices inc$236.1M0.88%1,459,145CommonSHARED
09857L108BKNGBooking Holdings Inc$226.8M0.85%41,999CommonSHARED
46625H100JPMJPMorgan Chase & Co$223.5M0.84%708,547CommonSHARED
478160104JNJJohnson & Johnson$215.3M0.81%1,161,215CommonSHARED
M22465104CHKPCheck Point Software Tech LT$183.7M0.69%887,854CommonSHARED
573874104MRVLMarvell Technology Inc$181.3M0.68%2,156,786CommonSHARED
931142103WMTWalMart Inc$179.2M0.67%1,739,021CommonSHARED
H1467J104CBChubb Ltd$178.9M0.67%633,865CommonSHARED
172967424CCitigroup Inc$174.0M0.65%1,714,144CommonSHARED
872590104TMUST-Mobile US Inc$171.2M0.64%715,202CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$143.8M0.54%286,039CommonSHARED
23804L103DDOGDatadog Inc$143.5M0.54%1,007,552CommonSHARED
91324P102UNHUnitedhealth Group Inc$134.4M0.50%389,238CommonSHARED
617446448MSMorgan Stanley$125.6M0.47%790,153CommonSHARED
78409V104SPGIS&P Global Inc$122.0M0.46%250,576CommonSHARED
64110L106NFLXNetflix Inc$116.3M0.43%96,992CommonSHARED
30231G102XOMExxon Mobil Corp$115.0M0.43%1,019,910CommonSHARED
00287Y109ABBVAbbVie Inc$114.3M0.43%493,795CommonSHARED
291011104EMREmerson Electric Co$112.8M0.42%859,507CommonSHARED
46120E602ISRGIntuitive Surgical Inc$111.7M0.42%249,861CommonSHARED
958102105WDCWestern Digital Corp$110.3M0.41%918,463CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$107.8M0.40%135,418CommonSHARED
81762P102NOWServiceNow Inc$106.9M0.40%116,108CommonSHARED
747525103QCOMQualcomm Inc$106.1M0.40%637,540CommonSHARED
713448108PEPPepsiCo Inc$106.0M0.40%754,955CommonSHARED
369604301GEGE Aerospace$105.8M0.40%351,669CommonSHARED
65339F101NEENextEra Energy Inc$105.5M0.39%1,396,906CommonSHARED
17275R102CSCOCisco Systems Inc$100.9M0.38%1,475,231CommonSHARED
58733R102MELIMercadolibre Inc$99.6M0.37%42,602CommonSHARED
80004C200SNDKSandisk Corp$94.5M0.35%842,604CommonSHARED
226718104CRTOCriteo SA$93.5M0.35%4,136,684CommonSHARED
57667L107MTCHMatch Group Inc$91.2M0.34%2,581,589CommonSHARED
458140100INTCIntel Corp$86.1M0.32%2,566,748CommonSHARED
40434L105HPQHP Inc$84.3M0.32%3,096,428CommonSHARED
040413205ANETArista Networks Inc$81.9M0.31%562,210CommonSHARED
278865100ECLEcolab Inc$81.8M0.31%298,584CommonSHARED
437076102HDHome Depot Inc/The$81.4M0.30%200,986CommonSHARED
22160K105COSTCostco Wholesale Corp$79.2M0.30%85,512CommonSHARED
459200101IBMInternational Business Machines Corp$78.7M0.29%278,996CommonSHARED
G3643J108FLUTFlutter Entmt PLC$77.8M0.29%306,300CommonSHARED
166764100CVXChevron Corp$76.9M0.29%495,232CommonSHARED
252131107DXCMDexCom Inc$73.9M0.28%1,098,544CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$71.9M0.27%1,083,398CommonSHARED
742718109PGProcter & Gamble Co/The$71.3M0.27%464,339CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$69.0M0.26%1,274,284CommonSHARED
83088M102SWKSSkyworks Solutions Inc$68.5M0.26%889,273CommonSHARED
172755100CRUSCirrus Logic Inc$66.7M0.25%532,180CommonSHARED
871607107SNPSSynopsys Inc$63.6M0.24%128,881CommonSHARED
58933Y105MRKMerck & Co Inc$62.8M0.23%748,427CommonSHARED
002824100ABTAbbott Laboratories$62.2M0.23%464,128CommonSHARED
90353T100UBERUber Technologies Inc$62.0M0.23%633,016CommonSHARED
883556102TMOThermo Fisher Scientific Inc$61.5M0.23%126,849CommonSHARED
00206R102TAT&T Inc$61.1M0.23%2,162,125CommonSHARED
194162103CLColgate-Palmolive Co$60.4M0.23%755,338CommonSHARED
576323109MTZMasTec Inc$59.7M0.22%280,566CommonSHARED
G63755105NIQNIQ Global Intelligence PLC$58.7M0.22%3,742,451CommonSHARED
03831W108APPApplovin Corp$58.1M0.22%80,911CommonSHARED
254687106DISWalt Disney Co/The$57.7M0.22%504,137CommonSHARED
042735100ARWArrow Electronics Inc$57.1M0.21%471,813CommonSHARED
36828A101GEVGE Vernova LLC$56.2M0.21%91,425CommonSHARED
92343V104VZVerizon Communications Inc$55.2M0.21%1,255,341CommonSHARED
595112103MUMicron Technology Inc$52.6M0.20%314,601CommonSHARED
228368106CCKCrown Holdings Inc$52.5M0.20%543,667CommonSHARED
949746101WMT2Wells Fargo & Co$52.4M0.20%625,733CommonSHARED
580135101MCDMcdonald's Corp$51.8M0.19%170,572CommonSHARED
032095101APHAmphenol Corp$51.7M0.19%418,148CommonSHARED
243537107DECKDeckers Outdoor$49.9M0.19%492,227CommonSHARED
03769M106APOApollo Global Management Inc$48.4M0.18%363,131CommonSHARED
21037T109CEGConstellation Energy Corp$47.7M0.18%145,027CommonSHARED
G54950103LINLinde PLC$47.6M0.18%100,174CommonSHARED
872540109TJXTJX Cos Inc$47.0M0.18%325,264CommonSHARED
882508104TXNTexas Instruments Inc$46.7M0.17%253,974CommonSHARED
244199105DEDeere & Co$46.0M0.17%100,608CommonSHARED
857477103STTState Street Corp$45.9M0.17%395,501CommonSHARED
09260D107BXBlackstone Inc$45.7M0.17%267,773CommonSHARED
G6683N103NUNU Holdings Ltd.$45.3M0.17%2,832,135CommonSHARED
907818108UNPUnion Pacific Corp$43.7M0.16%185,087CommonSHARED
45866F104ICEIntercontinental Exchange Inc$43.4M0.16%257,370CommonSHARED
842587107SOSouthern Co/The$43.0M0.16%453,922CommonSHARED
G29183103ETNEaton Corp PLC$42.4M0.16%113,392CommonSHARED
461202103INTUIntuit Inc$41.1M0.15%60,153CommonSHARED
053015103ADPAutomatic Data Processing Inc$40.3M0.15%137,410CommonSHARED
60741F104MBLYMobileye Global Inc$40.2M0.15%2,847,895CommonSHARED
70614W100PTONPeloton Interactive Inc$40.0M0.15%4,445,117CommonSHARED
031162100AMGNAmgen Inc$39.4M0.15%139,527CommonSHARED
101137107BSXBoston Scientific Corp$39.0M0.15%399,330CommonSHARED
038222105AMATApplied Materials Inc$38.1M0.14%186,013CommonSHARED
025816109AXPAmerican Express Co$37.4M0.14%112,553CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$37.4M0.14%95,414CommonSHARED
770700102HOODRobinhood Markets Inc$37.3M0.14%260,599CommonSHARED
416515104HIGHartford Financial Services Group Inc$36.8M0.14%276,182CommonSHARED
88579Y101MMM3M Co$36.6M0.14%235,911CommonSHARED
701094104PHParker-Hannifin Corp$36.6M0.14%48,265CommonSHARED
00724F101ADBEAdobe Inc$36.2M0.14%102,710CommonSHARED
237266101DARDarling Ingredients Inc$35.8M0.13%1,158,758CommonSHARED
682189105ONON Semiconductor Corp$35.7M0.13%723,688CommonSHARED
G5960L103MDTMedtronic Plc$35.7M0.13%374,446CommonSHARED
806857108SLBSchlumberger Nv$35.5M0.13%1,032,113CommonSHARED
20825C104COPConocoPhillips$35.1M0.13%370,819CommonSHARED
02361E108AMRCAmeresco Inc$34.7M0.13%1,034,594CommonSHARED
070830104BBWIBath & Body Works Inc$34.4M0.13%1,335,950CommonSHARED
679295105OKTAOkta Inc$34.3M0.13%374,569CommonSHARED
14040H105COFCapital One Financial Corp$34.0M0.13%160,104CommonSHARED
58155Q103MCKMckesson Corp$34.0M0.13%43,957CommonSHARED
09290D101BLKBlackrock Inc$33.9M0.13%29,089CommonSHARED
94106L109WMWaste Management Inc$33.8M0.13%153,111CommonSHARED
20030N101CMCSAComcast Corp$32.9M0.12%1,048,228CommonSHARED
337738108FISVFiserv Inc$32.7M0.12%253,328CommonSHARED
235851102DHRDanaher Corp$32.5M0.12%163,932CommonSHARED
717081103PFEPfizer Inc$32.3M0.12%1,266,191CommonSHARED
808513105SCHWCharles Schwab Corp/The$32.1M0.12%335,871CommonSHARED
G1151C101ACNAccenture Plc IRELAND$31.9M0.12%129,193CommonSHARED
G25508105CRHCRH PLC$31.8M0.12%265,514CommonSHARED
110122108BMYBristol-Myers Squibb Co$31.7M0.12%703,651CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$31.4M0.12%64,054CommonSHARED
482480100KLACKla Corp$31.2M0.12%28,921CommonSHARED
032654105ADIAnalog Devices Inc$31.0M0.12%126,256CommonSHARED
893641100TDGTransDigm Group Inc$30.5M0.11%23,139CommonSHARED
855244109SBUXStarbucks Corp$30.2M0.11%357,551CommonSHARED
74340W103PLDPrologis Inc$30.0M0.11%261,542CommonSHARED
594972408MSTRMicroStrategy Inc$29.7M0.11%92,101CommonSHARED
29452E101EQHEquitable Holdings Inc$29.4M0.11%579,347CommonSHARED
48251W104KKRKkr & Co Inc$29.3M0.11%225,249CommonSHARED
833445109SNOWSnowflake Inc$29.2M0.11%129,374CommonSHARED
771049103RBLXRoblox Corp$28.9M0.11%208,295CommonSHARED
126650100CVSCvs Health Corp$28.6M0.11%379,890CommonSHARED
743315103PGRProgressive Corp$28.5M0.11%115,599CommonSHARED
L8681T102SPOTSpotify Technology SA$28.2M0.11%40,363CommonSHARED
29082A107EMBJEmbraer SA$27.8M0.10%460,291CommonSHARED
697435105PANWPalo Alto Networks Inc$27.4M0.10%134,348CommonSHARED
00486H105ADTNAdtran Inc$27.2M0.10%2,903,869CommonSHARED
375558103GILDGilead Sciences Inc$27.2M0.10%245,117CommonSHARED
231021106CMICummins Inc$27.2M0.10%64,379CommonSHARED
548661107LOWLowe's Cos Inc$27.0M0.10%107,609CommonSHARED
443201108HWMHowmet Aerospace Inc$26.7M0.10%135,986CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$26.6M0.10%47,271CommonSHARED
G8994E103TTTrane Technologies Plc$26.5M0.10%62,812CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$25.9M0.10%310,792CommonSHARED
19260Q107COINCoinbase Global Inc$25.4M0.09%75,215CommonSHARED
95040Q104WELLWelltower Inc$25.1M0.09%140,881CommonSHARED
609839105MPWRMonolithic Power Systems Inc$25.0M0.09%27,147CommonSHARED
934423104WBDWarner Bros Discovery Inc$24.9M0.09%1,277,055CommonSHARED
863667101SYKStryker Corp$24.9M0.09%67,457CommonSHARED
25746U109DDominion Energy Inc$24.9M0.09%406,324CommonSHARED
29444U700EQIXEquinix Inc$24.8M0.09%31,638CommonSHARED
G7997W102SDRLSeadrill Ltd$24.6M0.09%815,644CommonSHARED
69331C108PCGPg&E Corp$24.4M0.09%1,617,690CommonSHARED
911312106UPSUnited Parcel Service Inc$24.2M0.09%290,096CommonSHARED
609207105MDLZMondelez International Inc$24.2M0.09%386,961CommonSHARED
28176E108EWEdwards Lifesciences Corp$23.7M0.09%304,655CommonSHARED
94106B101WCNWaste Connections Inc$23.5M0.09%133,866CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$23.5M0.09%116,642CommonSHARED
29364G103ETREntergy Corp$23.4M0.09%251,636CommonSHARED
969457100WMBWilliams Cos Inc/The$23.0M0.09%362,842CommonSHARED
03027X100AMTAmerican Tower Corp$22.4M0.08%116,574CommonSHARED
452308109ITWIllinois Tool Works Inc$22.0M0.08%84,187CommonSHARED
74762E102QUREQuanta Services Inc$21.9M0.08%52,950CommonSHARED
30161N101EXCExelon Corp$21.9M0.08%487,421CommonSHARED
824348106SHWSherwin-Williams Co/The$21.7M0.08%62,559CommonSHARED
816851109SRESempra Energy$21.6M0.08%239,527CommonSHARED
654106103NKENike Inc$21.4M0.08%307,140CommonSHARED
92840M102VSTVistra Corp$21.1M0.08%107,626CommonSHARED
172908105CTASCintas Corp$20.7M0.08%101,028CommonSHARED
12572Q105CMECme Group Inc$20.5M0.08%75,958CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$20.4M0.08%185,912CommonSHARED
693718108PCARPaccar Inc$20.4M0.08%207,274CommonSHARED
18915M107NETCloudflare Inc$20.1M0.08%93,642CommonSHARED
651639106NEMNewmont Corp$19.9M0.07%236,053CommonSHARED
55261F104MTBM&T Bank Corp$19.9M0.07%100,683CommonSHARED
05464C101AXONAxon Enterprise Inc$19.6M0.07%27,267CommonSHARED
345370860FFord Motor Co$19.4M0.07%1,623,628CommonSHARED
03990B101ARESAres Management Corp$19.3M0.07%120,801CommonSHARED
83406F102SOFISoFi Technologies Inc$19.3M0.07%729,247CommonSHARED
127387108CDNSCadence Design Systems Inc$19.1M0.07%54,444CommonSHARED
336433107FSLRFirst Solar Inc$18.6M0.07%84,176CommonSHARED
G5279N105KLARKlarna Group PLC$18.5M0.07%503,801CommonSHARED
126408103CSXCSX Corp$18.4M0.07%518,655CommonSHARED
25809K105DASHDoorDash Inc$18.4M0.07%67,632CommonSHARED
957638109WALWestern Alliance Bancorp$18.4M0.07%211,962CommonSHARED
281020107EIXEdison International$18.3M0.07%330,149CommonSHARED
98419M100XYLXylem Inc/Ny$18.0M0.07%122,354CommonSHARED
436440101HO1Hologic Inc$17.8M0.07%264,193CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$17.7M0.07%163,781CommonSHARED
911363109URIUnited Rentals Inc$17.6M0.07%18,483CommonSHARED
31428X106FDXFedex Corp$17.4M0.07%73,886CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$17.4M0.07%124,108CommonSHARED
92537N108VRTVertiv Holdings Co$17.3M0.06%114,564CommonSHARED
Y7542C130STNGScorpio Tankers Inc$17.2M0.06%306,299CommonSHARED
49456B101KMIKinder Morgan Inc$17.0M0.06%602,088CommonSHARED
14448C104CARRCarrier Global Corp$17.0M0.06%284,628CommonSHARED
311900104FASTFastenal Co$16.8M0.06%342,627CommonSHARED
31488V107FERGFerguson PLC$16.8M0.06%74,674CommonSHARED
86771W105RUNSunrun Inc$16.7M0.06%963,542CommonSHARED
14316J108CGCarlyle Group LP$16.6M0.06%264,715CommonSHARED
253868103DLRDigital Realty Trust Inc$16.4M0.06%94,911CommonSHARED
655844108NSCNorfolk Southern Corp$16.2M0.06%54,001CommonSHARED
27579R104EWBCEast West Bancorp Inc$16.0M0.06%150,357CommonSHARED
443510607HUBBHubbell Inc$15.9M0.06%37,033CommonSHARED
V7780T103RCLRoyal Caribbean Group$15.7M0.06%48,572CommonSHARED
615369105MCOMoody's Corp$15.7M0.06%32,864CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$15.6M0.06%34,268CommonSHARED
064058100BKBank Of New York Mellon Corp/The$15.6M0.06%143,392CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$15.5M0.06%77,293CommonSHARED
46266C105IQVIQVIA Holdings Inc$15.4M0.06%81,265CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$15.4M0.06%826,628CommonSHARED
363576109AJGArthur J Gallagher & Co$15.3M0.06%49,533CommonSHARED
45784P101PODDInsulet Corp$14.8M0.06%48,013CommonSHARED
500754106KHCKraft Heinz Co$14.8M0.06%567,566CommonSHARED
052769106ADSKAutodesk Inc$14.7M0.06%46,414CommonSHARED
902973304USBUs Bancorp$14.7M0.05%304,271CommonSHARED
209115104EDConsolidated Edison Inc$14.7M0.05%146,006CommonSHARED
125523100CICigna Corp$14.5M0.05%50,273CommonSHARED
40412C101HCAHca Healthcare Inc$14.5M0.05%33,960CommonSHARED
34959E109FTNTFortinet Inc$14.4M0.05%171,363CommonSHARED
G0403H108AONAon PLC$14.1M0.05%39,483CommonSHARED
219350105GLWCorning Inc$13.9M0.05%169,690CommonSHARED
70450Y103PYPLPayPal Holdings Inc$13.8M0.05%205,879CommonSHARED
036752103ELVElevance Health Inc$13.7M0.05%42,258CommonSHARED
031100100AMEAMETEK Inc$13.6M0.05%72,593CommonSHARED
68902V107OTISOtis Worldwide Corp$13.6M0.05%149,079CommonSHARED
053332102AZOAutozone Inc$13.6M0.05%3,159CommonSHARED
61174X109MNSTMonster Beverage Corp$13.5M0.05%200,512CommonSHARED
30063P105EXKExact Sciences Corp$13.5M0.05%246,639CommonSHARED
518613203LAURLaureate Education Inc$13.5M0.05%427,563CommonSHARED
00217D100ASTSAST SpaceMobile Inc$13.4M0.05%272,669CommonSHARED
45687V106IRIngersoll Rand Inc$13.1M0.05%158,427CommonSHARED
G87052109TELTE Connectivity Plc$13.0M0.05%59,389CommonSHARED
98978V103ZTSZoetis Inc$13.0M0.05%89,000CommonSHARED
89417E109TRVTravelers Cos Inc/The$13.0M0.05%46,627CommonSHARED
444859102HUMHumana Inc$12.9M0.05%49,620CommonSHARED
260557103DOWDow Inc$12.9M0.05%562,616CommonSHARED
704326107PAYXPaychex Inc$12.9M0.05%101,651CommonSHARED
009158106APDAir Products And Chemicals Inc$12.8M0.05%46,987CommonSHARED
674599105OXYOccidental Petroleum Corp$12.7M0.05%267,807CommonSHARED
384802104GWWWW Grainger Inc$12.6M0.05%13,242CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$12.4M0.05%48,062CommonSHARED
001055102AFLAflac Inc$12.4M0.05%111,028CommonSHARED
05464T104AXSMAxsome Therapeutics Inc$12.4M0.05%101,981CommonSHARED
88339J105TTDTrade Desk Inc$12.4M0.05%252,463CommonSHARED
26875P101EOGEOG Resources Inc$12.3M0.05%109,663CommonSHARED
81141R100SESea Ltd$12.2M0.05%68,067CommonSHARED
828806109SPGSimon Property Group Inc$12.1M0.05%64,731CommonSHARED
15135B101CNCCentene Corp$12.0M0.04%336,556CommonSHARED
56585A102MPCMarathon Petroleum Corp$12.0M0.04%62,214CommonSHARED
29415C101EOSEEos Energy Enterprises Inc$11.8M0.04%1,034,086CommonSHARED
879360105TDYTeledyne Technologies Inc$11.7M0.04%20,035CommonSHARED
G4124C109GRABGrab Holdings Ltd$11.7M0.04%1,935,232CommonSHARED
030420103AWKAmerican Water Works Co Inc$11.6M0.04%83,457CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$11.6M0.04%44,758CommonSHARED
773903109ROKRockwell Automation Inc$11.6M0.04%33,202CommonSHARED
379577208GMEDGlobus Medical Inc$11.5M0.04%200,918CommonSHARED
020002101ALLAllstate Corp/The$11.4M0.04%53,300CommonSHARED
776696106ROPRoper Technologies Inc$11.3M0.04%22,747CommonSHARED
760759100RSGRepublic Services Inc$11.3M0.04%49,345CommonSHARED
571903202MARMarriott International Inc/Md$11.3M0.04%43,452CommonSHARED
29355A107ENPHEnphase Energy Inc$11.2M0.04%315,647CommonSHARED
89832Q109TFCTruist Financial Corp$11.2M0.04%244,144CommonSHARED
718546104PSXPhillips 66$11.2M0.04%82,048CommonSHARED
30040W108ESEversource Energy$11.0M0.04%155,265CommonSHARED
03073E105CORCencora Inc$11.0M0.04%35,306CommonSHARED
504922105LHLabcorp Holdings Inc$11.0M0.04%38,346CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$11.0M0.04%430,861CommonSHARED
773121108RKLBRocket Lab USA Inc$11.0M0.04%228,955CommonSHARED
37045V100GMGeneral Motors Co$10.9M0.04%178,489CommonSHARED
G7997R103STXSeagate Technology HLDNGS PL$10.8M0.04%45,948CommonSHARED
039483102ADMArcher-Daniels-Midland Co$10.8M0.04%181,368CommonSHARED
91913Y100VLOValero Energy Corp$10.8M0.04%63,208CommonSHARED
N6596X109NXPINxp Semiconductors Nv$10.7M0.04%46,968CommonSHARED
76954A103RIVNRivian Automotive Inc$10.7M0.04%728,262CommonSHARED
15189T107CNPCenterPoint Energy Inc$10.7M0.04%275,436CommonSHARED
16411R208LNGCheniere Energy Inc$10.5M0.04%44,802CommonSHARED
G1466R173BORRBorr Drilling Limited$10.4M0.04%3,875,175CommonSHARED
98138H101WDAYWorkday Inc$10.4M0.04%43,208CommonSHARED
075887109BDXBecton Dickinson And Co$10.4M0.04%55,395CommonSHARED
756109104ORealty Income Corp$10.3M0.04%168,722CommonSHARED
169656105CMGChipotle Mexican Grill Inc$10.1M0.04%258,980CommonSHARED
595017104MCHPMicrochip Technology Inc$10.1M0.04%157,668CommonSHARED
G0896C103TBBBBBB Foods Inc$10.1M0.04%374,275CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$10.1M0.04%50,286CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$10.1M0.04%15,772CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$10.0M0.04%249,081CommonSHARED
98980G102ZSZscaler Inc$10.0M0.04%33,219CommonSHARED
59156R108METMetlife Inc$9.9M0.04%120,289CommonSHARED
009066101ABNBAirbnb Inc$9.9M0.04%81,549CommonSHARED
778296103ROSTRoss Stores Inc$9.9M0.04%64,776CommonSHARED
05722G100BKRBaker Hughes Co$9.8M0.04%200,795CommonSHARED
49338L103KEYSKeysight Technologies Inc$9.8M0.04%55,874CommonSHARED
22052L104CTVACorteva Inc$9.6M0.04%142,149CommonSHARED
92338C103VLTOVeralto Corp$9.6M0.04%89,953CommonSHARED
21036P108STZConstellation Brands Inc$9.5M0.04%70,449CommonSHARED
N20944109CNHCNH INDL N V$9.4M0.03%862,466CommonSHARED
03076C106AMPAmeriprise Financial Inc$9.4M0.03%19,048CommonSHARED
65473P105NINiSource Inc$9.2M0.03%211,359CommonSHARED
682680103OKEOneok Inc$9.1M0.03%125,230CommonSHARED
071813109BAXBaxter International Inc$9.1M0.03%398,118CommonSHARED
74460D109PSAPublic Storage$9.0M0.03%31,252CommonSHARED
217204106CPRTCopart Inc$9.0M0.03%199,581CommonSHARED
285512109EAElectronic Arts Inc$9.0M0.03%44,462CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$8.9M0.03%362,643CommonSHARED
922475108VEEVVeeva Systems Inc$8.9M0.03%29,806CommonSHARED
12504L109CBRECBRE Group Inc$8.8M0.03%55,665CommonSHARED
047649108ATKRAtkore Inc$8.7M0.03%139,328CommonSHARED
146869102CVNACarvana Co$8.7M0.03%23,157CommonSHARED
278642103EBAYeBay Inc$8.7M0.03%95,122CommonSHARED
23331A109DHIDr Horton Inc$8.6M0.03%50,814CommonSHARED
24703L202DELLDell Technologies Inc$8.6M0.03%60,668CommonSHARED
026874784AIGAmerican International Group Inc$8.6M0.03%108,982CommonSHARED
538034109LYVLive Nation Entertainment Inc$8.5M0.03%52,305CommonSHARED
929160109VMCVulcan Materials Co$8.5M0.03%27,632CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$8.4M0.03%59,894CommonSHARED
86800U302SMCISuper Micro Computer Inc$8.3M0.03%172,450CommonSHARED
833034101SNASnap-On Inc$8.2M0.03%23,702CommonSHARED
427866108HSYHershey Co/The$8.2M0.03%43,710CommonSHARED
55354G100MSCIMsci Inc$8.2M0.03%14,397CommonSHARED
29084Q100EMEEMCOR Group$8.2M0.03%12,558CommonSHARED
988498101YUMYum! Brands Inc$8.1M0.03%52,995CommonSHARED
83304A106SNAPSnap Inc$8.0M0.03%1,042,873CommonSHARED
501044101KRKroger Co/The$8.0M0.03%119,183CommonSHARED
H2906T109GRMNGarmin Ltd$8.0M0.03%32,438CommonSHARED
573284106MLMMartin Marietta Materials Inc$8.0M0.03%12,649CommonSHARED
92345Y106VRSKVerisk Analytics Inc$7.9M0.03%31,445CommonSHARED
761152107RMDResMed Inc$7.8M0.03%28,576CommonSHARED
722304102PDDPDD Holdings Inc$7.8M0.03%59,100CommonSHARED
22822V101CCICrown Castle International Corp$7.8M0.03%80,543CommonSHARED
494368103KMBKimberly-Clark Corp$7.8M0.03%62,368CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$7.7M0.03%92,657CommonSHARED
09581B103OWLBlue Owl Capital Inc$7.7M0.03%455,880CommonSHARED
87612E106TGTTarget Corp$7.6M0.03%84,444CommonSHARED
370334104GISGeneral Mills Inc$7.6M0.03%149,878CommonSHARED
98954M200ZZillow Group Inc$7.6M0.03%98,012CommonSHARED
852234103XYZBlock Inc$7.5M0.03%104,163CommonSHARED
871829107SYYSysco Corp$7.3M0.03%89,217CommonSHARED
00766T100ACMAecom$7.3M0.03%56,118CommonSHARED
87612G101TRGPTarga Resources Corp$7.3M0.03%43,628CommonSHARED
631103108NDAQNasdaq Inc$7.3M0.03%82,070CommonSHARED
744320102PRUPrudential Financial Inc$7.3M0.03%69,934CommonSHARED
049560105ATOAtmos Energy Corp$7.1M0.03%41,609CommonSHARED
14149Y108CAHCardinal Health Inc$7.1M0.03%45,073CommonSHARED
902494103TSNTyson Foods Inc$7.1M0.03%130,014CommonSHARED
303250104FICOFair Isaac Corp$7.0M0.03%4,698CommonSHARED
294429105EFXEquifax Inc$7.0M0.03%27,381CommonSHARED
00846U101AAgilent Technologies Inc$7.0M0.03%54,720CommonSHARED
G0450A105ACGLArch Capital Group Ltd$7.0M0.03%76,982CommonSHARED
G7S00T104PNRPentair PLC$6.9M0.03%62,691CommonSHARED
125896100CMSCMS Energy Corp$6.9M0.03%94,340CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$6.9M0.03%19,930CommonSHARED
12008R107BLDRBuilders FrstSrc$6.8M0.03%56,360CommonSHARED
31620M106FISFidelity National Information Services Inc$6.8M0.03%103,032CommonSHARED
26614N102DDDuPont De Nemours Inc$6.8M0.03%86,930CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$6.7M0.03%100,562CommonSHARED
22160N109CSGPCoStar Group Inc$6.7M0.02%78,830CommonSHARED
05965X109BSACBanco Santander Chile$6.6M0.02%249,612CommonSHARED
45167R104IEXIdex Corp$6.6M0.02%40,583CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$6.5M0.02%27,420CommonSHARED
670346105NUENuCor Corp$6.5M0.02%48,214CommonSHARED
925652109VICIVICI Properties Inc$6.5M0.02%200,191CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$6.5M0.02%86,793CommonSHARED
49177J102KVUEKenvue Inc$6.4M0.02%396,566CommonSHARED
231561101CWCurtiss Wright$6.4M0.02%11,852CommonSHARED
69121K104OBDCBlue Owl Capital Corp$6.4M0.02%502,789CommonSHARED
26884L109EQTEQT Corp$6.4M0.02%116,719CommonSHARED
754730109RJFRaymond James Financial Inc$6.3M0.02%36,520CommonSHARED
92276F100VTRVentas Inc$6.3M0.02%89,941CommonSHARED
487836108KKellanova$6.3M0.02%76,517CommonSHARED
632307104NTRANatera Inc$6.3M0.02%38,925CommonSHARED
260003108DOVDover Corp$6.3M0.02%37,481CommonSHARED
88033G407THCTenet Healthcare Corp$6.1M0.02%30,263CommonSHARED
N00985106AERAerCap Holdings NV$6.1M0.02%50,769CommonSHARED
377322102GKOSGlaukos Corp$6.0M0.02%73,550CommonSHARED
832696405SJMJ M Smucker Co/The$5.9M0.02%54,661CommonSHARED
90138F102TWLOTwilio Inc$5.8M0.02%58,073CommonSHARED
46284V101IRMIron Mountain Inc$5.8M0.02%56,983CommonSHARED
690742101OCOwens Corning$5.7M0.02%40,512CommonSHARED
316773100FITBFifth Third Bancorp$5.7M0.02%127,928CommonSHARED
053484101AVBAvalonbay Communities Inc$5.7M0.02%29,443CommonSHARED
45841N107IBKRInteractive Brokers Group Inc$5.7M0.02%82,390CommonSHARED
315616102FFIVF5 Inc$5.7M0.02%17,488CommonSHARED
892356106TSCOTractor Supply Co$5.7M0.02%99,381CommonSHARED
G2519Y108BAPCredicorp Ltd$5.6M0.02%21,199CommonSHARED
143658300CCL1EURCarnival Corp$5.6M0.02%193,152CommonSHARED
30225T102EXRExtra Space Storage Inc$5.6M0.02%39,583CommonSHARED
87165B103SYFSynchrony Financial$5.5M0.02%77,670CommonSHARED
880770102TERTeradyne Inc$5.5M0.02%40,090CommonSHARED
25278X109FANGDiamondback Energy Inc$5.4M0.02%37,769CommonSHARED
115236101BROBrown & Brown Inc$5.4M0.02%57,482CommonSHARED
023586506UHAL/BU-Haul Holding Co$5.4M0.02%105,450CommonSHARED
12503M108CBOECBOE Global Markets Inc$5.3M0.02%21,549CommonSHARED
422806208HEI/AHEICO Corp$5.3M0.02%20,749CommonSHARED
60937P106MDBMongoDB Inc$5.3M0.02%16,940CommonSHARED
526057104LENLennar Corp$5.2M0.02%41,612CommonSHARED
665859104NTRSNorthern Trust Corp$5.2M0.02%38,662CommonSHARED
136635109CSIQCanadian Solar Inc$5.2M0.02%397,906CommonSHARED
084423102WRBW R Berkley Corp$5.1M0.02%66,885CommonSHARED
592688105MTDMettler-Toledo International Inc$5.1M0.02%4,168CommonSHARED
G65163100JOBYJoby Aviation Inc$5.1M0.02%314,937CommonSHARED
G0176J109ALLEAllegion PLC$5.1M0.02%28,639CommonSHARED
745867101PHMPultegroup Inc$5.1M0.02%38,346CommonSHARED
962166104WYWeyerhaeuser Co$5.0M0.02%203,643CommonSHARED
90384S303ULTAUlta Beauty Inc$5.0M0.02%9,210CommonSHARED
50212V100LPLALPL Financial Holdings Inc$5.0M0.02%15,079CommonSHARED
92343E102VRSNVeriSign Inc$5.0M0.02%17,825CommonSHARED
74624M102PPure Storage Inc$5.0M0.02%59,221CommonSHARED
460146103IPInternational Paper Co$4.9M0.02%106,013CommonSHARED
172062101CINFCincinnati Financial Corp$4.9M0.02%31,105CommonSHARED
79589L106IOTSamsara Inc$4.9M0.02%131,967CommonSHARED
570535104MKLMarkel Group Inc$4.9M0.02%2,569CommonSHARED
693506107PPGPpg Industries Inc$4.9M0.02%46,611CommonSHARED
64110D104NTAPNetApp Inc$4.9M0.02%41,341CommonSHARED
30212P303EXPEExpedia Group Inc$4.9M0.02%22,867CommonSHARED
74767V109QSQuantumscape Corp$4.8M0.02%390,958CommonSHARED
34959J108FTVFortive Corp$4.8M0.02%98,290CommonSHARED
16119P108CHTRCharter Communications Inc$4.8M0.02%17,352CommonSHARED
171340102CHDChurch & Dwight Co Inc$4.7M0.02%53,961CommonSHARED
165167735EXEExpand Energy Corporation$4.7M0.02%44,370CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$4.7M0.02%272,191CommonSHARED
69370C100PTCPTC Inc$4.7M0.02%22,947CommonSHARED
896239100TRMBTrimble Inc$4.7M0.02%57,037CommonSHARED
56035L104MAINMain Street Capital Corp$4.7M0.02%73,198CommonSHARED
116794108BRKRBruker Corp$4.7M0.02%143,257CommonSHARED
G8267P108SWSmurfit Westrock Plc$4.6M0.02%109,017CommonSHARED
531229755FWONKLiberty Media Corp$4.6M0.02%43,986CommonSHARED
526107107LIILennox International Inc$4.6M0.02%8,666CommonSHARED
29476L107EQREquity Residential$4.6M0.02%70,615CommonSHARED
65290E101NXTNextracker Inc$4.5M0.02%61,371CommonSHARED
579780206MKCMccormick & Co Inc/Md$4.5M0.02%67,432CommonSHARED
443573100HUBSHubSpot Inc$4.5M0.02%9,593CommonSHARED
876030107TPRTapestry Inc$4.5M0.02%39,478CommonSHARED
466313103JBLJabil Inc$4.5M0.02%20,508CommonSHARED
969904101WSMWilliams Sonoma Inc$4.4M0.02%22,763CommonSHARED
62944T105NVRNvr Inc$4.4M0.02%552CommonSHARED
G8473T100STESteris plc$4.4M0.02%17,807CommonSHARED
7591EP100RFRegions Financial Corp$4.4M0.02%166,755CommonSHARED
174610105CFGCitizens Financial Group Inc$4.4M0.02%82,541CommonSHARED
910047109UALUnited Airls Holds Inc$4.4M0.02%45,270CommonSHARED
75734B100RDDTReddit Inc$4.4M0.02%18,991CommonSHARED
12514G108CDWCdw Corp/De$4.4M0.02%27,362CommonSHARED
82489W107SHLSShoals Technologies Group Inc$4.4M0.02%587,683CommonSHARED
256677105DGDollar General Corp$4.4M0.02%42,119CommonSHARED
G4705A100ICLRICON Plc$4.3M0.02%24,795CommonSHARED
902252105TYLTyler Technologies Inc$4.3M0.02%8,278CommonSHARED
74144T108TROWT Rowe Price Group Inc$4.3M0.02%42,161CommonSHARED
25179M103DVNDevon Energy Corp$4.3M0.02%122,061CommonSHARED
858119100STLDSteel Dynamics Inc$4.3M0.02%30,588CommonSHARED
406216101HALHalliburton Co$4.2M0.02%172,688CommonSHARED
384109104GGGGraco Inc$4.2M0.02%49,614CommonSHARED
237194105DRIDarden Restaurants Inc$4.2M0.02%22,085CommonSHARED
574599106MASMasco Corp$4.2M0.02%59,594CommonSHARED
67059N108NTNXNutanix Inc$4.2M0.02%56,100CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$4.2M0.02%46,873CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$4.2M0.02%205,464CommonSHARED
88023B103TEMTempus AI Inc$4.1M0.02%51,152CommonSHARED
695156109PKGPackaging Corp of America$4.1M0.02%18,707CommonSHARED
016255101ALGNAlign Technology Inc$4.1M0.02%32,470CommonSHARED
98980L101ZNGAZoom Video Communications Inc$4.0M0.02%48,801CommonSHARED
775711104ROLRollins Inc$4.0M0.02%68,428CommonSHARED
142339100CSLCarlisle Companies Inc$4.0M0.02%12,213CommonSHARED
89400J107TRUTransUnion$4.0M0.01%47,664CommonSHARED
74834L100DGXQuest Diagnostics Inc$4.0M0.01%20,833CommonSHARED
031652100AMKRAmkor Technology Inc$4.0M0.01%139,666CommonSHARED
M2682V108CYBRCyberark Software Ltd$4.0M0.01%8,193CommonSHARED
09062X103BIIBBiogen Inc$4.0M0.01%28,218CommonSHARED
366651107ITGartner Inc$3.9M0.01%14,945CommonSHARED
518439104ELEstee Lauder Cos Inc/The$3.9M0.01%44,439CommonSHARED
422806109HEIHeico Corp$3.9M0.01%12,002CommonSHARED
942622200WSOWatsco Inc$3.9M0.01%9,559CommonSHARED
380237107GDDYGoDaddy Inc$3.9M0.01%28,155CommonSHARED
78410G104SBACSBA Communications Corp$3.8M0.01%19,774CommonSHARED
G0250X107AMCRAmcor PLC$3.8M0.01%466,484CommonSHARED
247361702DALDelta Air Lines Inc$3.8M0.01%67,069CommonSHARED
219948106CPAYCorpay Inc$3.8M0.01%13,156CommonSHARED
550021109LULULululemon Athletica Inc$3.7M0.01%20,950CommonSHARED
127097103CTRACoterra Energy Inc$3.7M0.01%157,264CommonSHARED
00827B106AFRMAffirm Holdings Inc$3.7M0.01%50,782CommonSHARED
297178105ESSEssex Property Trust Inc$3.7M0.01%13,826CommonSHARED
88262P102TPLTexas Pacific Land Corp$3.7M0.01%3,963CommonSHARED
37940X102GPNGlobal Payments Inc$3.7M0.01%44,397CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$3.7M0.01%37,327CommonSHARED
72352L106PINSPinterest Inc$3.7M0.01%114,129CommonSHARED
517834107LVSLas Vegas Sands Corp$3.5M0.01%65,757CommonSHARED
955306105WSTWest Pharmaceutical Services INC$3.5M0.01%13,472CommonSHARED
256746108DLTRDollar Tree Inc$3.5M0.01%37,408CommonSHARED
101121101BXPBXP Inc$3.5M0.01%47,456CommonSHARED

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.