MondegarAI
DnB Asset Management AS

Q4 2025 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2026-02-05 · accession 0000912282-26-000250

$28.66B
Reported value
731
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · DnB Asset Management AS · Q4 2025

AI · grounded in 13F

DnB Asset Management AS reduced its position in Sandisk Corp/DE SNDK by 97.66% and trimmed Western Digital Corp WDC by 92.76%. The fund increased its holdings in Visa Inc V by 66.08% and Meta Platforms Inc META by 58.51%. Overall, the fund added 486 positions and reduced 242, bringing its total AUM to $28.66B.

Holdings as filed

First 500 of 731

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$2.46B8.60%5,096,428CommonSHARED
67066G104NVDANvidia Corp$1.89B6.58%10,116,692CommonSHARED
02079K305GOOGLAlphabet Inc$1.55B5.40%4,941,049CommonSHARED
023135106AMZNAmazon.com Inc$1.52B5.32%6,600,867CommonSHARED
037833100AAPLApple Inc$1.40B4.87%5,137,260CommonSHARED
30303M102METAMeta Platforms Inc$1.25B4.36%1,893,140CommonSHARED
57636Q104MAMastercard Inc$719.9M2.51%1,261,054CommonSHARED
92826C839VVisa Inc$670.0M2.34%1,910,461CommonSHARED
049468101TEAMAtlassian Corp$647.0M2.26%3,990,216CommonSHARED
11135F101AVGOBroadcom Inc$574.0M2.00%1,658,559CommonSHARED
79466L302CRMSalesforce Inc$549.8M1.92%2,075,596CommonSHARED
88160R101TSLATesla Inc$372.7M1.30%828,629CommonSHARED
532457108LLYEli Lilly & Co$345.5M1.21%321,484CommonSHARED
M22465104CHKPCheck Point Software Tech LT$337.8M1.18%1,820,339CommonSHARED
02079K107GOOGAlphabet Inc$310.1M1.08%988,337CommonSHARED
060505104BACBank of America Corp$265.8M0.93%4,832,975CommonSHARED
68389X105ORCLOracle Corp$259.2M0.90%1,329,788CommonSHARED
46625H100JPMJPMorgan Chase & Co$237.6M0.83%737,362CommonSHARED
40434L105HPQHP Inc$236.0M0.82%10,594,630CommonSHARED
09857L108BKNGBooking Holdings Inc$231.8M0.81%43,286CommonSHARED
38141G104GSGoldman Sachs Group Inc$222.8M0.78%253,467CommonSHARED
872590104TMUST-Mobile US Inc$216.3M0.75%1,065,238CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$210.0M0.73%691,064CommonSHARED
172967424CCitigroup Inc$209.2M0.73%1,793,006CommonSHARED
931142103WMTWalmart Inc$187.6M0.65%1,684,275CommonSHARED
007903107AMDAdvanced Micro Devices Inc$185.6M0.65%866,532CommonSHARED
512807306LRCXLam Research Corp$177.0M0.62%1,033,784CommonSHARED
747525103QCOMQualcomm Inc$173.5M0.61%1,014,250CommonSHARED
78409V104SPGIS&P Global Inc$163.8M0.57%313,444CommonSHARED
H1467J104CBChubb Ltd$162.2M0.57%519,712CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$153.7M0.54%305,778CommonSHARED
91324P102UNHUnitedHealth Group Inc$144.6M0.50%437,929CommonSHARED
46120E602ISRGIntuitive Surgical Inc$138.6M0.48%244,742CommonSHARED
478160104JNJJohnson & Johnson$135.3M0.47%653,850CommonSHARED
00287Y109ABBVAbbVie Inc$131.4M0.46%575,107CommonSHARED
30231G102XOMExxon Mobil Corp$129.4M0.45%1,075,263CommonSHARED
64110L106NFLXNetflix Inc$126.2M0.44%1,346,425CommonSHARED
17275R102CSCOCisco Systems Inc$118.2M0.41%1,534,364CommonSHARED
94106L109WMWaste Management Inc$116.1M0.41%528,562CommonSHARED
291011104EMREmerson Electric Co$116.0M0.40%873,898CommonSHARED
65339F101NEENextEra Energy Inc$115.5M0.40%1,438,894CommonSHARED
713448108PEPPepsiCo Inc$112.9M0.39%786,442CommonSHARED
57667L107MTCHMatch Group Inc$110.8M0.39%3,431,061CommonSHARED
369604301GEGE Aerospace$110.5M0.39%358,857CommonSHARED
81762P102NOWServiceNow Inc$102.4M0.36%668,321CommonSHARED
58933Y105MRKMerck & Co Inc$100.0M0.35%950,334CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$87.8M0.31%4,258,161CommonSHARED
459200101IBMInternational Business Machines Corp$86.0M0.30%290,284CommonSHARED
573874104MRVLMarvell Technology Inc$84.4M0.29%993,351CommonSHARED
742718109PGProcter & Gamble Co$84.3M0.29%588,052CommonSHARED
252131107DXCMDexcom Inc$84.2M0.29%1,269,391CommonSHARED
58733R102MELIMercadoLibre Inc$82.9M0.29%41,161CommonSHARED
09061G101BMRNBioMarin Pharmaceutical Inc$80.8M0.28%1,359,549CommonSHARED
595112103MUMicron Technology Inc$79.0M0.28%276,765CommonSHARED
278865100ECLEcolab Inc$78.5M0.27%299,125CommonSHARED
166764100CVXChevron Corp$78.2M0.27%512,875CommonSHARED
042735100ARWArrow Electronics Inc$77.9M0.27%706,687CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$77.2M0.27%1,103,612CommonSHARED
22160K105COSTCostco Wholesale Corp$75.9M0.26%88,026CommonSHARED
194162103CLColgate-Palmolive Co$72.6M0.25%918,682CommonSHARED
040413205ANETArista Networks Inc$72.4M0.25%552,579CommonSHARED
83088M102SWKSSkyworks Solutions Inc$72.4M0.25%1,141,649CommonSHARED
038222105AMATApplied Materials Inc$72.2M0.25%280,792CommonSHARED
437076102HDHome Depot Inc$70.7M0.25%205,394CommonSHARED
458140100INTCIntel Corp$70.5M0.25%1,909,463CommonSHARED
36828A101GEVGE Vernova Inc$67.9M0.24%103,956CommonSHARED
70614W100PTONPeloton Interactive Inc$66.4M0.23%10,776,627CommonSHARED
883556102TMOThermo Fisher Scientific Inc$66.4M0.23%114,507CommonSHARED
172755100CRUSCirrus Logic Inc$63.1M0.22%532,180CommonSHARED
G63755105NIQNIQ Global Intelligence PLC$61.1M0.21%3,703,718CommonSHARED
254687106DISWalt Disney Co$61.0M0.21%535,794CommonSHARED
002824100ABTAbbott Laboratories$60.1M0.21%479,706CommonSHARED
949746101WMT2Wells Fargo & Co$59.2M0.21%635,524CommonSHARED
056752108BIDUBaidu Inc - Spon Adr$59.1M0.21%452,579CommonSHARED
92343V104VZVerizon Communications Inc$58.4M0.20%1,432,652CommonSHARED
00206R102TAT&T Inc$57.9M0.20%2,332,004CommonSHARED
243537107DECKDeckers Outdoor Corp$56.5M0.20%544,695CommonSHARED
244199105DEDeere & Co$55.5M0.19%119,298CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$54.3M0.19%119,685CommonSHARED
03769M106APOApollo Global Management Inc$53.6M0.19%370,083CommonSHARED
228368106CCKCrown Holdings Inc$53.4M0.19%519,059CommonSHARED
90353T100UBERUber Technologies Inc$52.6M0.18%643,558CommonSHARED
872540109TJXTJX Cos Inc$51.8M0.18%337,518CommonSHARED
617446448MSMorgan Stanley$51.4M0.18%289,358CommonSHARED
857477103STTState Street Corp$48.6M0.17%376,836CommonSHARED
032095101APHAmphenol Corp$48.3M0.17%357,586CommonSHARED
882508104TXNTexas Instruments Inc$47.5M0.17%273,836CommonSHARED
14040H105COFCapital One Financial Corp$46.8M0.16%193,237CommonSHARED
031162100AMGNAmgen Inc$46.5M0.16%142,001CommonSHARED
G6683N103NUNU Holdings Ltd/Cayman Islands$46.3M0.16%2,767,567CommonSHARED
580135101MCDMcDonald's Corp$44.9M0.16%146,795CommonSHARED
237266101DARDarling Ingredients Inc$44.8M0.16%1,245,217CommonSHARED
682189105ONON Semiconductor Corp$44.6M0.16%822,902CommonSHARED
G54950103LINLinde PLC$44.4M0.15%104,014CommonSHARED
717081103PFEPfizer Inc$43.7M0.15%1,753,086CommonSHARED
701094104PHParker-Hannifin Corp$43.0M0.15%48,866CommonSHARED
23804L103DDOGDatadog Inc$42.6M0.15%312,891CommonSHARED
21037T109CEGConstellation Energy Corp$42.5M0.15%120,217CommonSHARED
842587107SOSouthern Co$42.4M0.15%486,143CommonSHARED
025816109AXPAmerican Express Co$42.1M0.15%113,883CommonSHARED
461202103INTUIntuit Inc$40.8M0.14%61,551CommonSHARED
09260D107BXBlackstone Inc$40.6M0.14%263,404CommonSHARED
110122108BMYBristol-Myers Squibb Co$39.6M0.14%733,347CommonSHARED
416515104HIGHartford Insurance Group Inc$39.4M0.14%285,741CommonSHARED
053015103ADPAutomatic Data Processing Inc$39.3M0.14%152,697CommonSHARED
907818108UNPUnion Pacific Corp$38.2M0.13%165,345CommonSHARED
20825C104COPConocoPhillips$36.7M0.13%392,417CommonSHARED
58155Q103MCKMcKesson Corp$36.6M0.13%44,671CommonSHARED
60741F104MBLYMobileye Global Inc$36.6M0.13%3,506,480CommonSHARED
G5960L103MDTMedtronic Plc$36.3M0.13%378,181CommonSHARED
G29183103ETNEaton Corp PLC$35.9M0.13%112,681CommonSHARED
101137107BSXBoston Scientific Corp$35.7M0.12%374,557CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$35.6M0.12%46,157CommonSHARED
126650100CVSCVS Health Corp$35.5M0.12%446,843CommonSHARED
G1151C101ACNAccenture Plc IRELAND$35.4M0.12%131,768CommonSHARED
G1466R173BORRBorr Drilling Ltd$35.4M0.12%8,771,876CommonSHARED
G25508105CRHCRH PLC$34.9M0.12%279,894CommonSHARED
855244109SBUXStarbucks Corp$34.7M0.12%411,540CommonSHARED
808513105SCHWCharles Schwab Corp$34.4M0.12%344,628CommonSHARED
893641100TDGTransDigm Group Inc$34.3M0.12%25,824CommonSHARED
48251W104KKRKKR & Co Inc$34.2M0.12%268,202CommonSHARED
03831W108APPAppLovin Corp$34.0M0.12%50,480CommonSHARED
032654105ADIAnalog Devices Inc$33.7M0.12%124,392CommonSHARED
871607107SNPSSynopsys Inc$33.4M0.12%71,167CommonSHARED
911312106UPSUnited Parcel Service Inc$33.0M0.12%332,622CommonSHARED
482480100KLACKLA Corp$32.7M0.11%26,884CommonSHARED
679295105OKTAOkta Inc$32.4M0.11%374,569CommonSHARED
609207105MDLZMondelez International Inc$32.3M0.11%599,162CommonSHARED
09290D101BLKBlackrock Inc$31.7M0.11%29,627CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$31.4M0.11%390,808CommonSHARED
375558103GILDGilead Sciences Inc$31.2M0.11%254,443CommonSHARED
29082A107EMBJEmbraer SA ADR$31.2M0.11%484,720CommonSHARED
00724F101ADBEAdobe Inc$31.1M0.11%88,727CommonSHARED
88579Y101MMM3M Co$30.2M0.11%188,440CommonSHARED
25746U109DDominion Energy Inc$30.2M0.11%514,844CommonSHARED
12572Q105CMECME Group Inc$30.1M0.11%110,256CommonSHARED
G7997W102SDRLSeadrill Ltd$29.7M0.10%859,183CommonSHARED
235851102DHRDanaher Corp$29.6M0.10%129,293CommonSHARED
693718108PCARPaccar Inc$29.4M0.10%268,069CommonSHARED
29364G103ETREntergy Corp$28.8M0.10%311,855CommonSHARED
00486H105ADTNADTRAN Holdings Inc$27.1M0.09%3,123,679CommonSHARED
833445109SNOWSnowflake Inc$27.1M0.09%123,560CommonSHARED
743315103PGRProgressive Corp$27.0M0.09%118,726CommonSHARED
452308109ITWIllinois Tool Works Inc$26.4M0.09%107,172CommonSHARED
548661107LOWLowe's Cos Inc$26.1M0.09%108,057CommonSHARED
036752103ELVElevance Health Inc$26.0M0.09%74,306CommonSHARED
697435105PANWPalo Alto Networks Inc$25.9M0.09%140,548CommonSHARED
69331C108PCGPG&E Corp$25.6M0.09%1,592,957CommonSHARED
28176E108EWEdwards Lifesciences Corp$25.6M0.09%300,237CommonSHARED
311900104FASTFastenal Co$25.6M0.09%636,802CommonSHARED
G8994E103TTTrane Technologies Plc$25.2M0.09%64,690CommonSHARED
29444U700EQIXEquinix Inc$25.2M0.09%32,850CommonSHARED
95040Q104WELLWelltower Inc$25.1M0.09%135,115CommonSHARED
281020107EIXEdison International$24.7M0.09%411,816CommonSHARED
345370860FFord Motor Co$24.7M0.09%1,882,678CommonSHARED
651639106NEMNewmont Corp$24.6M0.09%246,429CommonSHARED
863667101SYKStryker Corp$24.5M0.09%69,674CommonSHARED
74340W103PLDPrologis Inc$24.4M0.09%190,928CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$24.3M0.08%51,810CommonSHARED
125523100CICigna Group$24.1M0.08%87,515CommonSHARED
609839105MPWRMonolithic Power Systems Inc$23.9M0.08%26,399CommonSHARED
20030N101CMCSAComcast Corp$23.3M0.08%779,795CommonSHARED
02361E108AMRCAmeresco Inc$23.0M0.08%785,043CommonSHARED
30161N101EXCExelon Corp$23.0M0.08%527,023CommonSHARED
74762E102QUREQuanta Services Inc$22.9M0.08%54,261CommonSHARED
443201108HWMHowmet Aerospace Inc$22.8M0.08%111,262CommonSHARED
L8681T102SPOTSpotify Technology SA$22.8M0.08%39,208CommonSHARED
14448C104CARRCarrier Global Corp$22.8M0.08%430,575CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$22.7M0.08%189,379CommonSHARED
816851109SRESempra$22.5M0.08%254,830CommonSHARED
969457100WMBWilliams Cos Inc$22.3M0.08%371,072CommonSHARED
075887109BDXBecton Dickinson & Co$22.3M0.08%114,809CommonSHARED
209115104EDConsolidated Edison Inc$22.1M0.08%222,920CommonSHARED
571748102MRSHMarsh & McLennan Cos Inc$22.1M0.08%119,088CommonSHARED
172908105CTASCintas Corp$22.0M0.08%117,145CommonSHARED
45866F104ICEIntercontinental Exchange Inc$21.8M0.08%134,591CommonSHARED
71654V408PBRPetroleo Brasileiro SA ADR$21.8M0.08%1,837,813CommonSHARED
336433107FSLRFirst Solar Inc$21.6M0.08%82,534CommonSHARED
824348106SHWSherwin-Williams Co$21.4M0.07%66,049CommonSHARED
31428X106FDXFedEx Corp$21.4M0.07%73,968CommonSHARED
29452E101EQHEquitable Holdings Inc$21.2M0.07%443,926CommonSHARED
03027X100AMTAmerican Tower Corp$21.1M0.07%120,340CommonSHARED
231021106CMICummins Inc$20.5M0.07%40,086CommonSHARED
654106103NKENIKE Inc$20.3M0.07%318,517CommonSHARED
37045V100GMGeneral Motors Co$19.9M0.07%244,602CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$19.8M0.07%139,457CommonSHARED
92537N108VRTVertiv Holdings Co$19.6M0.07%121,257CommonSHARED
219350105GLWCorning Inc$19.6M0.07%223,672CommonSHARED
026874784AIGAmerican International Group Inc$19.5M0.07%227,725CommonSHARED
957638109WALWestern Alliance Bancorp$18.8M0.07%224,084CommonSHARED
03990B101ARESAres Management Corp$18.6M0.06%115,076CommonSHARED
001055102AFLAflac Inc$18.5M0.06%168,003CommonSHARED
05464T104AXSMAxsome Therapeutics Inc$18.5M0.06%101,102CommonSHARED
46266C105IQVIQVIA Holdings Inc$18.4M0.06%81,848CommonSHARED
756109104ORealty Income Corp$18.2M0.06%323,450CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$17.8M0.06%635,246CommonSHARED
127387108CDNSCadence Design Systems Inc$17.6M0.06%56,389CommonSHARED
681919106OMCOmnicom Group Inc$17.3M0.06%213,772CommonSHARED
443510607HUBBHubbell Inc$17.3M0.06%38,865CommonSHARED
92840M102VSTVistra Corp$17.2M0.06%106,581CommonSHARED
27579R104EWBCEast West Bancorp Inc$17.1M0.06%152,561CommonSHARED
615369105MCOMoody's Corp$17.0M0.06%33,340CommonSHARED
31488V107FERGFerguson Enterprises Inc$17.0M0.06%76,469CommonSHARED
253868103DLRDigital Realty Trust Inc$16.9M0.06%109,266CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$16.9M0.06%184,783CommonSHARED
064058100BKBank of New York Mellon Corp$16.9M0.06%145,157CommonSHARED
693475105PNCPNC Financial Services Group Inc$16.7M0.06%80,214CommonSHARED
98419M100XYLXylem Inc/NY$16.7M0.06%122,820CommonSHARED
89832Q109TFCTruist Financial Corp$16.7M0.06%339,357CommonSHARED
18915M107NETCloudflare Inc$16.6M0.06%84,301CommonSHARED
25809K105DASHDoorDash Inc$16.6M0.06%73,081CommonSHARED
45784P101PODDInsulet Corp$16.5M0.06%58,161CommonSHARED
902973304USBUS Bancorp$16.5M0.06%308,608CommonSHARED
87612E106TGTTarget Corp$16.5M0.06%168,423CommonSHARED
770700102HOODRobinhood Markets Inc$16.3M0.06%144,143CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$15.7M0.05%817,099CommonSHARED
61174X109MNSTMonster Beverage Corp$15.5M0.05%202,642CommonSHARED
031100100AMEAMETEK Inc$15.5M0.05%75,388CommonSHARED
911363109URIUnited Rentals Inc$15.4M0.05%19,015CommonSHARED
704326107PAYXPaychex Inc$15.2M0.05%135,227CommonSHARED
500754106KHCKraft Heinz Co$15.0M0.05%620,195CommonSHARED
40412C101HCAHCA Healthcare Inc$14.9M0.05%31,937CommonSHARED
G4124C109GRABGrab Holdings Ltd$14.7M0.05%2,949,398CommonSHARED
G0403H108AONAon PLC$14.6M0.05%41,361CommonSHARED
744320102PRUPrudential Financial Inc$14.4M0.05%127,984CommonSHARED
052769106ADSKAutodesk Inc$14.4M0.05%48,674CommonSHARED
14316J108CGCarlyle Group Inc$14.4M0.05%242,813CommonSHARED
126408103CSXCSX Corp$14.2M0.05%392,786CommonSHARED
86771W105RUNSunrun Inc$14.2M0.05%771,582CommonSHARED
379577208GMEDGlobus Medical Inc$14.1M0.05%161,841CommonSHARED
174610105CFGCitizens Financial Group Inc$14.1M0.05%241,372CommonSHARED
260557103DOWDow Inc$14.1M0.05%601,630CommonSHARED
V7780T103RCLRoyal Caribbean Group$14.0M0.05%50,212CommonSHARED
594972408MSTRStrategy Inc$14.0M0.05%92,133CommonSHARED
655844108NSCNorfolk Southern Corp$13.9M0.05%48,089CommonSHARED
89417E109TRVTravelers Cos Inc$13.8M0.05%47,541CommonSHARED
G87052109TELTE Connectivity Plc$13.7M0.05%60,386CommonSHARED
571903202MARMarriott International Inc$13.6M0.05%43,964CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$13.6M0.05%164,004CommonSHARED
00217D100ASTSAST SpaceMobile Inc$13.6M0.05%187,125CommonSHARED
444859102HUMHumana Inc$13.4M0.05%52,496CommonSHARED
G3643J108FLUTFlutter Entmt PLC$13.4M0.05%62,300CommonSHARED
773121108RKLBRocket Lab Corp$13.4M0.05%191,804CommonSHARED
934423104WBDWarner Bros Discovery Inc$13.4M0.05%463,717CommonSHARED
384802104GWWWW Grainger Inc$13.2M0.05%13,100CommonSHARED
773903109ROKRockwell Automation Inc$13.2M0.05%33,945CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$13.1M0.05%45,725CommonSHARED
05464C101AXONAxon Enterprise Inc$13.1M0.05%23,119CommonSHARED
363576109AJGArthur J Gallagher & Co$13.0M0.05%50,255CommonSHARED
Y7542C130STNGScorpio Tankers Inc$12.7M0.04%250,577CommonSHARED
828806109SPGSimon Property Group Inc$12.5M0.04%67,364CommonSHARED
68902V107OTISOtis Worldwide Corp$12.4M0.04%141,563CommonSHARED
03073E105CORCencora Inc$12.3M0.04%36,462CommonSHARED
009158106APDAir Products and Chemicals Inc$12.3M0.04%49,754CommonSHARED
45687V106IRIngersoll Rand Inc$12.3M0.04%154,792CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$12.2M0.04%272,831CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$12.2M0.04%30,707CommonSHARED
231561101CWCurtiss-Wright Corp$12.2M0.04%22,135CommonSHARED
465741106ITRIItron Inc$12.2M0.04%131,281CommonSHARED
34959E109FTNTFortinet Inc$12.1M0.04%152,382CommonSHARED
806857108SLBSLB Ltd$12.0M0.04%313,472CommonSHARED
26875P101EOGEOG Resources Inc$11.8M0.04%112,049CommonSHARED
83406F102SOFISoFi Technologies Inc$11.7M0.04%448,185CommonSHARED
46284V101IRMIron Mountain Inc$11.7M0.04%141,339CommonSHARED
G0896C103TBBBBBB Foods Inc$11.6M0.04%346,153CommonSHARED
009066101ABNBAirbnb Inc$11.5M0.04%84,623CommonSHARED
98978V103ZTSZoetis Inc$11.5M0.04%91,234CommonSHARED
49338L103KEYSKeysight Technologies Inc$11.5M0.04%56,389CommonSHARED
958102105WDCWestern Digital Corp$11.5M0.04%66,485CommonSHARED
G7997R103STXSeagate Technology HLDNGS PL$11.4M0.04%41,523CommonSHARED
778296103ROSTRoss Stores Inc$11.4M0.04%63,426CommonSHARED
504922105LHLabcorp Holdings Inc$11.4M0.04%45,312CommonSHARED
674599105OXYOccidental Petroleum Corp$11.4M0.04%276,280CommonSHARED
49456B101KMIKinder Morgan Inc$11.3M0.04%412,005CommonSHARED
125896100CMSCMS Energy Corp$11.3M0.04%161,695CommonSHARED
19260Q107COINCoinbase Global Inc$11.3M0.04%49,787CommonSHARED
879360105TDYTeledyne Technologies Inc$11.2M0.04%21,975CommonSHARED
902494103TSNTyson Foods Inc$11.2M0.04%190,526CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$11.2M0.04%16,488CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$11.1M0.04%52,169CommonSHARED
020002101ALLAllstate Corp$11.1M0.04%53,327CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$11.0M0.04%70,353CommonSHARED
12008R107BLDRBuilders FirstSource Inc$11.0M0.04%106,715CommonSHARED
718546104PSXPhillips 66$11.0M0.04%85,043CommonSHARED
053332102AZOAutoZone Inc$10.9M0.04%3,224CommonSHARED
760759100RSGRepublic Services Inc$10.8M0.04%51,087CommonSHARED
94106B101WCNWaste Connections Inc$10.8M0.04%61,644CommonSHARED
30040W108ESEversource Energy$10.8M0.04%160,192CommonSHARED
70450Y103PYPLPayPal Holdings Inc$10.7M0.04%183,724CommonSHARED
15189T107CNPCenterPoint Energy Inc$10.6M0.04%277,742CommonSHARED
N6596X109NXPINxp Semiconductors Nv$10.6M0.04%48,976CommonSHARED
146869102CVNACarvana Co$10.6M0.04%25,174CommonSHARED
962166104WYWeyerhaeuser Co$10.5M0.04%442,663CommonSHARED
91913Y100VLOValero Energy Corp$10.3M0.04%63,564CommonSHARED
29355A107ENPHEnphase Energy Inc$10.3M0.04%321,823CommonSHARED
22052L104CTVACorteva Inc$10.3M0.04%153,088CommonSHARED
776696106ROPRoper Technologies Inc$10.2M0.04%22,951CommonSHARED
460146103IPInternational Paper Co$10.2M0.04%258,920CommonSHARED
833034101SNASnap-on Inc$10.2M0.04%29,499CommonSHARED
595017104MCHPMicrochip Technology Inc$10.2M0.04%159,297CommonSHARED
56585A102MPCMarathon Petroleum Corp$10.1M0.04%62,031CommonSHARED
169656105CMGChipotle Mexican Grill Inc$10.0M0.03%269,550CommonSHARED
493267108KEYKeyCorp$9.8M0.03%476,833CommonSHARED
518613203LAURLaureate Education Inc$9.8M0.03%292,239CommonSHARED
682680103OKEONEOK Inc$9.8M0.03%133,414CommonSHARED
337738108FISVFiserv Inc$9.7M0.03%144,825CommonSHARED
98138H101WDAYWorkday Inc$9.7M0.03%45,017CommonSHARED
92837L109VISTVista Energy SAB de CV$9.6M0.03%197,374CommonSHARED
88339J105TTDTrade Desk Inc$9.6M0.03%252,463CommonSHARED
866674104SUISun Communities Inc$9.5M0.03%77,034CommonSHARED
15135B101CNCCentene Corp$9.5M0.03%231,612CommonSHARED
832696405SJMJ M Smucker Co$9.5M0.03%97,409CommonSHARED
03076C106AMPAmeriprise Financial Inc$9.5M0.03%19,411CommonSHARED
285512109EAElectronic Arts Inc$9.5M0.03%46,534CommonSHARED
199908104FIXComfort Systems USA Inc$9.4M0.03%10,096CommonSHARED
59156R108METMetLife Inc$9.4M0.03%119,223CommonSHARED
14149Y108CAHCardinal Health Inc$9.4M0.03%45,710CommonSHARED
12504L109CBRECBRE Group Inc$9.4M0.03%58,354CommonSHARED
377322102GKOSGlaukos Corp$9.3M0.03%82,320CommonSHARED
90364P105PATHUiPath Inc$9.3M0.03%565,799CommonSHARED
047649108ATKRAtkore Inc$9.2M0.03%146,184CommonSHARED
05722G100BKRBaker Hughes Co$9.2M0.03%202,333CommonSHARED
771049103RBLXRoblox Corp$9.1M0.03%112,750CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$9.1M0.03%35,670CommonSHARED
81141R100SESea Ltd$9.1M0.03%71,320CommonSHARED
92338C103VLTOVeralto Corp$8.9M0.03%88,981CommonSHARED
631103108NDAQNasdaq Inc$8.8M0.03%90,892CommonSHARED
16411R208LNGCheniere Energy Inc$8.8M0.03%45,302CommonSHARED
278642103EBAYeBay Inc$8.6M0.03%99,063CommonSHARED
55354G100MSCIMSCI Inc$8.6M0.03%15,039CommonSHARED
21036P108STZConstellation Brands Inc$8.5M0.03%61,638CommonSHARED
988498101YUMYum! Brands Inc$8.4M0.03%55,455CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$8.4M0.03%349,074CommonSHARED
039483102ADMArcher-Daniels-Midland Co$8.4M0.03%145,253CommonSHARED
21874C102CNMCore & Main Inc$8.3M0.03%160,478CommonSHARED
303250104FICOFair Isaac Corp$8.3M0.03%4,910CommonSHARED
670346105NUENucor Corp$8.3M0.03%50,697CommonSHARED
929160109VMCVulcan Materials Co$8.2M0.03%28,912CommonSHARED
217204106CPRTCopart Inc$8.2M0.03%210,004CommonSHARED
573284106MLMMartin Marietta Materials Inc$8.2M0.03%13,193CommonSHARED
87612G101TRGPTarga Resources Corp$8.1M0.03%43,836CommonSHARED
24703L202DELLDell Technologies Inc$8.0M0.03%63,934CommonSHARED
29084Q100EMEEMCOR Group Inc$8.0M0.03%13,150CommonSHARED
538034109LYVLive Nation Entertainment Inc$7.9M0.03%55,745CommonSHARED
00846U101AAgilent Technologies Inc$7.9M0.03%58,091CommonSHARED
74460D109PSAPublic Storage$7.8M0.03%29,875CommonSHARED
260003108DOVDover Corp$7.7M0.03%39,597CommonSHARED
501044101KRKroger Co$7.7M0.03%123,465CommonSHARED
722304102PDDPDD Holdings Inc$7.6M0.03%66,782CommonSHARED
030420103AWKAmerican Water Works Co Inc$7.6M0.03%57,962CommonSHARED
165167735EXEExpand Energy Corporation$7.6M0.03%68,523CommonSHARED
427866108HSYHershey Co$7.6M0.03%41,529CommonSHARED
22822V101CCICrown Castle Inc$7.5M0.03%84,944CommonSHARED
035710839NLYAnnaly Capital Management Inc$7.5M0.03%336,067CommonSHARED
G0450A105ACGLArch Capital Group Ltd$7.4M0.03%77,572CommonSHARED
N00985106AERAerCap Holdings NV$7.4M0.03%51,580CommonSHARED
23331A109DHIDR Horton Inc$7.4M0.03%51,122CommonSHARED
049560105ATOAtmos Energy Corp$7.3M0.03%43,817CommonSHARED
761152107RMDResMed Inc$7.3M0.03%30,240CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$7.2M0.03%87,464CommonSHARED
49177J102KVUEKenvue Inc$7.1M0.02%413,601CommonSHARED
457669307INSMInsmed Inc$7.1M0.02%40,918CommonSHARED
60937P106MDBMongoDB Inc$7.1M0.02%16,934CommonSHARED
92345Y106VRSKVerisk Analytics Inc$7.1M0.02%31,599CommonSHARED
45167R104IEXIDEX Corp$7.0M0.02%39,598CommonSHARED
384109104GGGGraco Inc$7.0M0.02%85,696CommonSHARED
H2906T109GRMNGarmin Ltd$7.0M0.02%34,503CommonSHARED
370334104GISGeneral Mills Inc$7.0M0.02%150,292CommonSHARED
31620M106FISFidelity National Information Services Inc$6.9M0.02%104,176CommonSHARED
852234103XYZBlock Inc$6.9M0.02%106,104CommonSHARED
52567D107LMNDLemonade Inc$6.9M0.02%96,718CommonSHARED
871829107SYYSysco Corp$6.9M0.02%93,140CommonSHARED
494368103KMBKimberly-Clark Corp$6.8M0.02%67,441CommonSHARED
26884L109EQTEQT Corp$6.8M0.02%126,858CommonSHARED
922475108VEEVVeeva Systems Inc$6.8M0.02%30,306CommonSHARED
254604101IRONDisc Medicine Inc$6.7M0.02%84,255CommonSHARED
92276F100VTRVentas Inc$6.7M0.02%86,340CommonSHARED
68236H204ONDSOndas Holdings Inc$6.6M0.02%674,498CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$6.6M0.02%19,945CommonSHARED
30212P303EXPEExpedia Group Inc$6.5M0.02%23,033CommonSHARED
440452100HRLHormel Foods Corp$6.5M0.02%274,219CommonSHARED
87165B103SYFSynchrony Financial$6.5M0.02%77,736CommonSHARED
88033G407THCTenet Healthcare Corp$6.5M0.02%32,580CommonSHARED
G5279N105KLARKlarna Group PLC$6.5M0.02%223,572CommonSHARED
55261F104MTBM&T Bank Corp$6.4M0.02%32,009CommonSHARED
G7S00T104PNRPentair PLC$6.4M0.02%61,824CommonSHARED
171779309CIENCiena Corp$6.4M0.02%27,527CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$6.4M0.02%205,464CommonSHARED
09581B103OWLBlue Owl Capital Inc$6.3M0.02%422,491CommonSHARED
143658300CCL1EURCarnival Corp$6.3M0.02%205,873CommonSHARED
008073108AVAVAeroVironment Inc$6.3M0.02%25,853CommonSHARED
880770102TERTeradyne Inc$6.3M0.02%32,301CommonSHARED
86800U302SMCISuper Micro Computer Inc$6.2M0.02%213,036CommonSHARED
592688105MTDMettler-Toledo International Inc$6.2M0.02%4,423CommonSHARED
256677105DGDollar General Corp$6.1M0.02%46,285CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$6.1M0.02%27,455CommonSHARED
29415C101EOSEEos Energy Enterprises Inc$6.1M0.02%530,534CommonSHARED
316773100FITBFifth Third Bancorp$6.0M0.02%129,056CommonSHARED
570535104MKLMarkel Group Inc$6.0M0.02%2,810CommonSHARED
76954A103RIVNRivian Automotive Inc$6.0M0.02%305,764CommonSHARED
143013422Amrize Ltd$6.0M0.02%111,060CommonSHARED
294429105EFXEquifax Inc$6.0M0.02%27,657CommonSHARED
34959J108FTVFortive Corp$6.0M0.02%108,089CommonSHARED
G4705A100ICLRICON Plc$5.9M0.02%32,589CommonSHARED
754730109RJFRaymond James Financial Inc$5.9M0.02%36,840CommonSHARED
116794108BRKRBruker Corp$5.8M0.02%124,103CommonSHARED
237194105DRIDarden Restaurants Inc$5.8M0.02%31,672CommonSHARED
12503M108CBOECboe Global Markets Inc$5.8M0.02%23,145CommonSHARED
22160N109CSGPCoStar Group Inc$5.7M0.02%85,207CommonSHARED
053484101AVBAvalonBay Communities Inc$5.7M0.02%31,502CommonSHARED
925652109VICIVICI Properties Inc$5.7M0.02%202,815CommonSHARED
25278X109FANGDiamondback Energy Inc$5.7M0.02%37,874CommonSHARED
632307104NTRANatera Inc$5.7M0.02%24,790CommonSHARED
90384S303ULTAUlta Beauty Inc$5.7M0.02%9,372CommonSHARED
422806208HEI/AHEICO Corp$5.6M0.02%22,349CommonSHARED
05965X109BSACBanco Santander Chile - ADR$5.5M0.02%176,088CommonSHARED
172062101CINFCincinnati Financial Corp$5.5M0.02%33,416CommonSHARED
093712107BEBloom Energy Corp$5.4M0.02%62,655CommonSHARED
50212V100LPLALPL Financial Holdings Inc$5.4M0.02%15,216CommonSHARED
45841N107IBKRInteractive Brokers Group Inc$5.3M0.02%83,126CommonSHARED
30225T102EXRExtra Space Storage Inc$5.3M0.02%41,000CommonSHARED
65473P105NINiSource Inc$5.3M0.02%127,747CommonSHARED
665859104NTRSNorthern Trust Corp$5.3M0.02%38,998CommonSHARED
65290E101NXTNextpower Inc$5.3M0.02%60,793CommonSHARED
858119100STLDSteel Dynamics Inc$5.3M0.02%31,246CommonSHARED
446150104HBANHuntington Bancshares Inc/OH$5.3M0.02%304,381CommonSHARED
693506107PPGPPG Industries Inc$5.2M0.02%50,703CommonSHARED
79589L106IOTSamsara Inc$5.1M0.02%144,307CommonSHARED
09062X103BIIBBiogen Inc$5.1M0.02%28,729CommonSHARED
892356106TSCOTractor Supply Co$5.1M0.02%100,987CommonSHARED
876030107TPRTapestry Inc$5.0M0.02%39,478CommonSHARED
896239100TRMBTrimble Inc$5.0M0.02%63,674CommonSHARED
406216101HALHalliburton Co$5.0M0.02%175,467CommonSHARED
00766T100ACMAECOM$4.9M0.02%51,489CommonSHARED
69121K104OBDCBlue Owl Capital Corp$4.9M0.02%392,511CommonSHARED
G8473T100STESteris plc$4.9M0.02%19,227CommonSHARED
29476L107EQREquity Residential$4.8M0.02%76,845CommonSHARED
G65163100JOBYJoby Aviation Inc$4.8M0.02%366,281CommonSHARED
83304A106SNAPSnap Inc$4.8M0.02%590,759CommonSHARED
084423102WRBW R Berkley Corp$4.7M0.02%67,635CommonSHARED
90138F102TWLOTwilio Inc$4.7M0.02%33,046CommonSHARED
256746108DLTRDollar Tree Inc$4.7M0.02%38,143CommonSHARED
579780206MKCMcCormick & Co Inc$4.7M0.02%68,817CommonSHARED
80004C200SNDKSandisk Corp/DE$4.7M0.02%19,736CommonSHARED
466313103JBLJabil Inc$4.7M0.02%20,524CommonSHARED
550021109LULULululemon Athletica Inc$4.7M0.02%22,443CommonSHARED
74144T108TROWT Rowe Price Group Inc$4.7M0.02%45,479CommonSHARED
941848103WATWaters Corp$4.7M0.02%12,252CommonSHARED
518439104ELEstee Lauder Cos Inc$4.7M0.02%44,439CommonSHARED
98980G102ZSZscaler Inc$4.6M0.02%20,638CommonSHARED
115236101BROBrown & Brown Inc$4.6M0.02%57,988CommonSHARED
7591EP100RFRegions Financial Corp$4.6M0.02%170,261CommonSHARED
247361702DALDelta Air Lines Inc$4.6M0.02%66,426CommonSHARED
171340102CHDChurch & Dwight Co Inc$4.6M0.02%54,554CommonSHARED
G8267P108SWSmurfit Westrock Plc$4.6M0.02%117,696CommonSHARED
98980L101ZNGAZoom Communications Inc$4.5M0.02%52,726CommonSHARED
526107107LIILennox International Inc$4.5M0.02%9,344CommonSHARED
58507V107MDLNMedline Inc.$4.5M0.02%107,578CommonSHARED
745867101PHMPulteGroup Inc$4.5M0.02%38,346CommonSHARED
25179M103DVNDevon Energy Corp$4.5M0.02%122,555CommonSHARED
75734B100RDDTReddit Inc$4.5M0.02%19,440CommonSHARED
82489W107SHLSShoals Technologies Group Inc$4.5M0.02%524,334CommonSHARED
92343E102VRSNVeriSign Inc$4.4M0.02%18,297CommonSHARED
Y2573F102FLEXFlex Ltd$4.4M0.02%73,379CommonSHARED
64110D104NTAPNetApp Inc$4.4M0.02%41,341CommonSHARED
69370C100PTCPTC Inc$4.4M0.02%25,235CommonSHARED
21871X109CRBGCorebridge Financial Inc$4.4M0.02%145,698CommonSHARED
531229755FWONKLiberty Media Corp-Liberty Formula One$4.4M0.02%44,375CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$4.4M0.02%89,239CommonSHARED
315616102FFIVF5 Inc$4.4M0.02%17,057CommonSHARED
G25457105CRDOCredo Technology Group Holding Ltd$4.3M0.02%30,057CommonSHARED
04626A103ALABAstera Labs Inc$4.3M0.01%25,813CommonSHARED
526057104LENLennar Corp$4.3M0.01%41,543CommonSHARED
302130109EXPDExpeditors International of Washington Inc$4.3M0.01%28,601CommonSHARED
695156109PKGPackaging Corp of America$4.2M0.01%20,316CommonSHARED
M2682V108CYBRCyberark Software Ltd$4.2M0.01%9,384CommonSHARED
12541W209CHRWCH Robinson Worldwide Inc$4.2M0.01%26,031CommonSHARED
G0250X107AMCRAmcor PLC$4.2M0.01%501,577CommonSHARED
443573100HUBSHubSpot Inc$4.2M0.01%10,393CommonSHARED
902252105TYLTyler Technologies Inc$4.2M0.01%9,159CommonSHARED
452327109ILMNIllumina Inc$4.2M0.01%31,683CommonSHARED
775711104ROLRollins Inc$4.1M0.01%69,094CommonSHARED
127097103CTRACoterra Energy Inc$4.1M0.01%157,264CommonSHARED
91307C102UTHRUnited Therapeutics Corp$4.1M0.01%8,483CommonSHARED
422806109HEIHEICO Corp$4.1M0.01%12,671CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$4.1M0.01%46,845CommonSHARED
09175A206BMNRBitMine Immersion Technologies Inc$4.1M0.01%150,095CommonSHARED
969904101WSMWilliams-Sonoma Inc$4.1M0.01%22,763CommonSHARED
74624M102PPure Storage Inc$4.0M0.01%60,193CommonSHARED
051774107AURAurora Innovation Inc$4.0M0.01%1,037,510CommonSHARED
219948106CPAYCorpay Inc$4.0M0.01%13,238CommonSHARED
723484101PNWPinnacle West Capital Corp$4.0M0.01%44,843CommonSHARED
955306105WSTWest Pharmaceutical Services Inc$4.0M0.01%14,447CommonSHARED
N97284108NBISNebius Group N.V.$3.9M0.01%46,899CommonSHARED
78410G104SBACSBA Communications Corp$3.9M0.01%20,291CommonSHARED
74834L100DGXQuest Diagnostics Inc$3.9M0.01%22,529CommonSHARED
74251V102PFGPrincipal Financial Group Inc$3.9M0.01%44,073CommonSHARED
142339100CSLCarlisle Cos Inc$3.9M0.01%12,135CommonSHARED
62944T105NVRNVR Inc$3.9M0.01%529CommonSHARED
G0176J109ALLEAllegion PLC$3.8M0.01%23,962CommonSHARED

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.