MondegarAI
DnB Asset Management AS

Q1 2026 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2026-05-14 · accession 0000912282-26-000720

$28.05B
Reported value
1,235
Positions
2026-03-31
Period end
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The Brief · DnB Asset Management AS · Q1 2026

AI · grounded in 13F

DnB Asset Management AS increased its position in NOW by 188.69%, the largest share increase of the period. The fund also accumulated shares in ORCL and MRVL, increasing those holdings by 111.93% and 102.20% respectively. Conversely, the fund trimmed its stake in CRM by 82.65%. These moves contributed to a portfolio of 1,235 positions with total AUM of $28.05B.

Holdings as filed

First 500 of 1235

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$2.05B7.31%5,541,288CommonSHARED
67066G104NVDANvidia Corp$1.78B6.36%10,232,504CommonSHARED
023135106AMZNAmazon.com Inc$1.55B5.53%7,450,247CommonSHARED
02079K305GOOGLAlphabet Inc$1.40B4.98%4,857,942CommonSHARED
037833100AAPLApple Inc$1.22B4.35%4,806,571CommonSHARED
30303M102METAMeta Platforms Inc$940.9M3.35%1,644,478CommonSHARED
11135F101AVGOBroadcom Inc$760.1M2.71%2,455,734CommonSHARED
92826C839VVisa Inc$603.3M2.15%1,995,999CommonSHARED
049468101TEAMAtlassian Corp$551.3M1.97%8,077,726CommonSHARED
57636Q104MAMastercard Inc$547.6M1.95%1,096,009CommonSHARED
68389X105ORCLOracle Corp$414.6M1.48%2,818,172CommonSHARED
40434L105HPQHP Inc$380.4M1.36%19,803,404CommonSHARED
532457108LLYEli Lilly & Co$313.5M1.12%340,886CommonSHARED
88160R101TSLATesla Inc$312.7M1.12%841,266CommonSHARED
02079K107GOOGAlphabet Inc$307.4M1.10%1,071,692CommonSHARED
872590104TMUST-Mobile US Inc$293.2M1.05%1,396,143CommonSHARED
M22465104CHKPCheck Point Software Tech LT$254.4M0.91%1,780,850CommonSHARED
060505104BACBank of America Corp$237.7M0.85%4,876,644CommonSHARED
46625H100JPMJPMorgan Chase & Co$225.8M0.81%767,773CommonSHARED
172967424CCitigroup Inc$205.1M0.73%1,808,403CommonSHARED
81762P102NOWServiceNow Inc$201.7M0.72%1,929,358CommonSHARED
30231G102XOMExxon Mobil Corp$200.6M0.72%1,182,418CommonSHARED
38141G104GSGoldman Sachs Group Inc$200.2M0.71%236,641CommonSHARED
573874104MRVLMarvell Technology Inc$198.9M0.71%2,008,554CommonSHARED
478160104JNJJohnson & Johnson$177.4M0.63%725,901CommonSHARED
H1467J104CBChubb Ltd$174.7M0.62%535,992CommonSHARED
369604301GEGE Aerospace$167.7M0.60%591,094CommonSHARED
747525103QCOMQualcomm Inc$163.6M0.58%1,270,194CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$160.6M0.57%335,234CommonSHARED
09857L108BKNGBooking Holdings Inc$152.7M0.54%36,262CommonSHARED
78409V104SPGIS&P Global Inc$149.4M0.53%351,196CommonSHARED
931142103WMTWalmart Inc$148.6M0.53%1,195,407CommonSHARED
91324P102UNHUnitedHealth Group Inc$145.2M0.52%536,703CommonSHARED
65339F101NEENextEra Energy Inc$139.0M0.50%1,496,597CommonSHARED
713448108PEPPepsiCo Inc$136.4M0.49%878,114CommonSHARED
00287Y109ABBVAbbVie Inc$136.3M0.49%626,875CommonSHARED
437076102HDHome Depot Inc$134.8M0.48%409,740CommonSHARED
64110L106NFLXNetflix Inc$133.7M0.48%1,390,683CommonSHARED
007903107AMDAdvanced Micro Devices Inc$130.8M0.47%642,896CommonSHARED
17275R102CSCOCisco Systems Inc$129.1M0.46%1,663,322CommonSHARED
94106L109WMWaste Management Inc$124.8M0.44%543,153CommonSHARED
291011104EMREmerson Electric Co$121.3M0.43%925,822CommonSHARED
595112103MUMicron Technology Inc$119.2M0.42%352,682CommonSHARED
166764100CVXChevron Corp$117.1M0.42%565,998CommonSHARED
46120E602ISRGIntuitive Surgical Inc$116.2M0.41%252,167CommonSHARED
G25839104CCEPCoca-Cola Europacific Partne$108.6M0.39%1,428,396CommonSHARED
58933Y105MRKMerck & Co Inc$107.9M0.38%897,124CommonSHARED
22160K105COSTCostco Wholesale Corp$107.3M0.38%107,670CommonSHARED
36828A101GEVGE Vernova Inc$106.3M0.38%121,787CommonSHARED
57667L107MTCHMatch Group Inc$105.7M0.38%3,440,583CommonSHARED
458140100INTCIntel Corp$100.5M0.36%2,278,090CommonSHARED
70614W100PTONPeloton Interactive Inc$97.3M0.35%22,685,343CommonSHARED
742718109PGProcter & Gamble Co$97.2M0.35%673,288CommonSHARED
038222105AMATApplied Materials Inc$85.4M0.30%249,765CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$83.1M0.30%4,630,958CommonSHARED
278865100ECLEcolab Inc$80.5M0.29%302,759CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$79.6M0.28%235,384CommonSHARED
459200101IBMInternational Business Machines Corp$77.1M0.28%318,264CommonSHARED
194162103CLColgate-Palmolive Co$76.2M0.27%893,822CommonSHARED
71654V408PBRPetroleo Brasileiro SA ADR$74.4M0.27%3,586,433CommonSHARED
252131107DXCMDexcom Inc$73.7M0.26%1,174,086CommonSHARED
92343V104VZVerizon Communications Inc$73.5M0.26%1,463,350CommonSHARED
042735100ARWArrow Electronics Inc$72.5M0.26%505,272CommonSHARED
83088M102SWKSSkyworks Solutions Inc$72.0M0.26%1,344,150CommonSHARED
05722G100BKRBaker Hughes Co$70.7M0.25%1,158,199CommonSHARED
00206R102TAT&T Inc$70.7M0.25%2,437,657CommonSHARED
69608A108PLTRPalantir Technologies Inc$70.6M0.25%482,967CommonSHARED
040413205ANETArista Networks Inc$70.5M0.25%573,822CommonSHARED
09061G101BMRNBioMarin Pharmaceutical Inc$69.0M0.25%1,221,387CommonSHARED
244199105DEDeere & Co$68.3M0.24%121,330CommonSHARED
58733R102MELIMercadoLibre Inc$68.1M0.24%39,368CommonSHARED
G1151C101ACNAccenture Plc IRELAND$67.4M0.24%339,707CommonSHARED
79466L302CRMSalesforce Inc$67.2M0.24%360,112CommonSHARED
26884L109EQTEQT Corp$63.7M0.23%1,000,445CommonSHARED
056752108BIDUBaidu Inc - Spon Adr$60.3M0.21%540,777CommonSHARED
872540109TJXTJX Cos Inc$60.2M0.21%377,071CommonSHARED
002824100ABTAbbott Laboratories$60.0M0.21%583,950CommonSHARED
92537N108VRTVertiv Holdings Co$59.8M0.21%238,592CommonSHARED
03831W108APPAppLovin Corp$59.6M0.21%149,666CommonSHARED
701094104PHParker-Hannifin Corp$58.2M0.21%64,956CommonSHARED
68902V107OTISOtis Worldwide Corp$58.0M0.21%752,719CommonSHARED
882508104TXNTexas Instruments Inc$57.6M0.21%296,814CommonSHARED
61945C103MOSMosaic Co$57.5M0.20%2,253,961CommonSHARED
G54950103LINLinde PLC$56.8M0.20%114,656CommonSHARED
512807306LRCXLam Research Corp$56.7M0.20%265,397CommonSHARED
883556102TMOThermo Fisher Scientific Inc$56.0M0.20%113,865CommonSHARED
717081103PFEPfizer Inc$55.2M0.20%1,965,182CommonSHARED
032095101APHAmphenol Corp$54.5M0.19%431,161CommonSHARED
949746101WMT2Wells Fargo & Co$54.2M0.19%680,969CommonSHARED
20825C104COPConocoPhillips$54.1M0.19%409,891CommonSHARED
254687106DISWalt Disney Co$53.1M0.19%550,430CommonSHARED
842587107SOSouthern Co$52.8M0.19%547,110CommonSHARED
617446448MSMorgan Stanley$51.5M0.18%313,035CommonSHARED
580135101MCDMcDonald's Corp$50.2M0.18%161,435CommonSHARED
243537107DECKDeckers Outdoor Corp$47.9M0.17%478,819CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$47.9M0.17%107,311CommonSHARED
110122108BMYBristol-Myers Squibb Co$47.6M0.17%784,341CommonSHARED
G29183103ETNEaton Corp PLC$45.6M0.16%127,419CommonSHARED
907818108UNPUnion Pacific Corp$45.4M0.16%187,004CommonSHARED
857477103STTState Street Corp$44.9M0.16%354,547CommonSHARED
29364G103ETREntergy Corp$44.7M0.16%397,676CommonSHARED
21037T109CEGConstellation Energy Corp$44.6M0.16%159,782CommonSHARED
122017106BURLBurlington Stores Inc$44.4M0.16%136,385CommonSHARED
88579Y101MMM3M Co$44.1M0.16%303,631CommonSHARED
416515104HIGHartford Insurance Group Inc$43.1M0.15%318,776CommonSHARED
031162100AMGNAmgen Inc$42.9M0.15%121,898CommonSHARED
482480100KLACKLA Corp$42.5M0.15%28,895CommonSHARED
452308109ITWIllinois Tool Works Inc$42.1M0.15%161,881CommonSHARED
G63755105NIQNIQ Global Intelligence PLC$41.6M0.15%3,661,841CommonSHARED
682189105ONON Semiconductor Corp$41.6M0.15%672,284CommonSHARED
25746U109DDominion Energy Inc$41.3M0.15%668,345CommonSHARED
03769M106APOApollo Global Management Inc$41.0M0.15%367,817CommonSHARED
95040Q104WELLWelltower Inc$39.5M0.14%199,890CommonSHARED
00486H105ADTNADTRAN Holdings Inc$39.3M0.14%3,123,679CommonSHARED
855244109SBUXStarbucks Corp$39.2M0.14%437,657CommonSHARED
443201108HWMHowmet Aerospace Inc$38.7M0.14%167,927CommonSHARED
237266101DARDarling Ingredients Inc$38.3M0.14%619,320CommonSHARED
375558103GILDGilead Sciences Inc$38.1M0.14%273,107CommonSHARED
311900104FASTFastenal Co$37.3M0.13%804,807CommonSHARED
025816109AXPAmerican Express Co$37.3M0.13%123,185CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$37.2M0.13%458,999CommonSHARED
893641100TDGTransDigm Group Inc$36.5M0.13%31,536CommonSHARED
126650100CVSCVS Health Corp$36.4M0.13%506,583CommonSHARED
609207105MDLZMondelez International Inc$36.2M0.13%627,532CommonSHARED
31428X106FDXFedEx Corp$36.0M0.13%101,165CommonSHARED
58155Q103MCKMcKesson Corp$36.0M0.13%41,618CommonSHARED
032654105ADIAnalog Devices Inc$35.3M0.13%110,971CommonSHARED
693718108PCARPaccar Inc$35.0M0.12%303,172CommonSHARED
911312106UPSUnited Parcel Service Inc$35.0M0.12%355,444CommonSHARED
231021106CMICummins Inc$34.5M0.12%64,182CommonSHARED
808513105SCHWCharles Schwab Corp$34.4M0.12%366,179CommonSHARED
90353T100UBERUber Technologies Inc$34.3M0.12%476,490CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$33.5M0.12%43,381CommonSHARED
29444U700EQIXEquinix Inc$33.4M0.12%34,085CommonSHARED
12572Q105CMECME Group Inc$33.2M0.12%112,307CommonSHARED
101137107BSXBoston Scientific Corp$33.1M0.12%527,264CommonSHARED
219350105GLWCorning Inc$32.9M0.12%241,658CommonSHARED
053015103ADPAutomatic Data Processing Inc$32.7M0.12%160,950CommonSHARED
74762E102QUREQuanta Services Inc$32.5M0.12%59,114CommonSHARED
172755100CRUSCirrus Logic Inc$31.8M0.11%219,693CommonSHARED
09290D101BLKBlackrock Inc$31.1M0.11%32,344CommonSHARED
G25508105CRHCRH PLC$30.9M0.11%293,960CommonSHARED
69331C108PCGPG&E Corp$30.7M0.11%1,748,909CommonSHARED
172908105CTASCintas Corp$30.4M0.11%179,852CommonSHARED
G8994E103TTTrane Technologies Plc$29.7M0.11%71,272CommonSHARED
609839105MPWRMonolithic Power Systems Inc$28.5M0.10%26,049CommonSHARED
969457100WMBWilliams Cos Inc$28.4M0.10%390,881CommonSHARED
651639106NEMNewmont Corp$28.4M0.10%262,397CommonSHARED
697435105PANWPalo Alto Networks Inc$28.4M0.10%177,088CommonSHARED
G7997W102SDRLSeadrill Ltd$28.2M0.10%620,783CommonSHARED
548661107LOWLowe's Cos Inc$28.1M0.10%118,936CommonSHARED
281020107EIXEdison International$27.9M0.10%381,489CommonSHARED
09260D107BXBlackstone Inc$27.8M0.10%241,474CommonSHARED
74340W103PLDPrologis Inc$27.5M0.10%208,149CommonSHARED
461202103INTUIntuit Inc$27.2M0.10%62,882CommonSHARED
209115104EDConsolidated Edison Inc$26.7M0.10%235,958CommonSHARED
501044101KRKroger Co$26.5M0.09%366,467CommonSHARED
816851109SRESempra$26.5M0.09%272,604CommonSHARED
231561101CWCurtiss-Wright Corp$26.5M0.09%38,889CommonSHARED
30161N101EXCExelon Corp$26.3M0.09%537,284CommonSHARED
235851102DHRDanaher Corp$26.3M0.09%138,537CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$25.7M0.09%196,197CommonSHARED
14040H105COFCapital One Financial Corp$25.6M0.09%140,389CommonSHARED
23804L103DDOGDatadog Inc$25.6M0.09%216,457CommonSHARED
743315103PGRProgressive Corp$25.5M0.09%128,725CommonSHARED
863667101SYKStryker Corp$24.7M0.09%75,158CommonSHARED
345370860FFord Motor Co$24.6M0.09%2,133,714CommonSHARED
G6683N103NUNU Holdings Ltd/Cayman Islands$24.1M0.09%1,678,041CommonSHARED
20030N101CMCSAComcast Corp$23.9M0.09%833,961CommonSHARED
G5960L103MDTMedtronic Plc$23.4M0.08%269,768CommonSHARED
28176E108EWEdwards Lifesciences Corp$23.1M0.08%288,731CommonSHARED
02361E108AMRCAmeresco Inc$23.0M0.08%902,286CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$22.9M0.08%91,525CommonSHARED
45866F104ICEIntercontinental Exchange Inc$22.8M0.08%145,074CommonSHARED
00724F101ADBEAdobe Inc$22.8M0.08%93,782CommonSHARED
824348106SHWSherwin-Williams Co$22.4M0.08%69,828CommonSHARED
571748102MRSHMarsh & McLennan Cos Inc$22.3M0.08%128,762CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$21.5M0.08%55,048CommonSHARED
443510607HUBBHubbell Inc$21.2M0.08%43,283CommonSHARED
48251W104KKRKKR & Co Inc$21.1M0.08%227,995CommonSHARED
174610105CFGCitizens Financial Group Inc$21.0M0.07%349,977CommonSHARED
756109104ORealty Income Corp$20.4M0.07%334,258CommonSHARED
L8681T102SPOTSpotify Technology SA$20.4M0.07%41,990CommonSHARED
253868103DLRDigital Realty Trust Inc$20.1M0.07%111,537CommonSHARED
958102105WDCWestern Digital Corp$19.9M0.07%73,714CommonSHARED
55024U109LITELumentum Holdings Inc$19.4M0.07%27,594CommonSHARED
036752103ELVElevance Health Inc$19.3M0.07%65,801CommonSHARED
465741106ITRIItron Inc$19.1M0.07%213,528CommonSHARED
31488V107FERGFerguson Enterprises Inc$19.0M0.07%81,438CommonSHARED
674599105OXYOccidental Petroleum Corp$19.0M0.07%291,964CommonSHARED
60741F104MBLYMobileye Global Inc$18.8M0.07%2,742,418CommonSHARED
075887109BDXBecton Dickinson & Co$18.8M0.07%119,294CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$18.6M0.07%141,232CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$18.5M0.07%200,610CommonSHARED
G1466R173BORRBorr Drilling Ltd$18.5M0.07%3,200,227CommonSHARED
G7997R103STXSeagate Technology HLDNGS PL$18.3M0.07%46,738CommonSHARED
064058100BKBank of New York Mellon Corp$18.3M0.07%153,999CommonSHARED
26875P101EOGEOG Resources Inc$18.1M0.06%125,086CommonSHARED
879360105TDYTeledyne Technologies Inc$18.0M0.06%29,690CommonSHARED
026874784AIGAmerican International Group Inc$17.8M0.06%236,734CommonSHARED
126408103CSXCSX Corp$17.8M0.06%432,751CommonSHARED
693475105PNCPNC Financial Services Group Inc$17.8M0.06%85,364CommonSHARED
902973304USBUS Bancorp$17.8M0.06%341,459CommonSHARED
336433107FSLRFirst Solar Inc$17.7M0.06%89,910CommonSHARED
806857108SLBSLB Ltd$17.7M0.06%344,647CommonSHARED
760759100RSGRepublic Services Inc$17.7M0.06%80,706CommonSHARED
03027X100AMTAmerican Tower Corp$17.6M0.06%101,972CommonSHARED
87612E106TGTTarget Corp$17.6M0.06%145,052CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$17.5M0.06%284,948CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$17.4M0.06%660,972CommonSHARED
039483102ADMArcher-Daniels-Midland Co$17.4M0.06%239,092CommonSHARED
031100100AMEAMETEK Inc$17.3M0.06%80,562CommonSHARED
91913Y100VLOValero Energy Corp$17.2M0.06%69,638CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$17.1M0.06%743,785CommonSHARED
278768106SATSEchoStar Corp$17.0M0.06%145,469CommonSHARED
56585A102MPCMarathon Petroleum Corp$17.0M0.06%69,578CommonSHARED
718546104PSXPhillips 66$16.9M0.06%92,980CommonSHARED
127387108CDNSCadence Design Systems Inc$16.7M0.06%60,193CommonSHARED
871607107SNPSSynopsys Inc$16.6M0.06%41,838CommonSHARED
775711104ROLRollins Inc$16.5M0.06%309,511CommonSHARED
61174X109MNSTMonster Beverage Corp$16.2M0.06%224,221CommonSHARED
40412C101HCAHCA Healthcare Inc$16.0M0.06%33,886CommonSHARED
615369105MCOMoody's Corp$16.0M0.06%36,679CommonSHARED
27579R104EWBCEast West Bancorp Inc$15.9M0.06%148,986CommonSHARED
384802104GWWWW Grainger Inc$15.9M0.06%14,578CommonSHARED
009158106APDAir Products and Chemicals Inc$15.9M0.06%54,611CommonSHARED
92840M102VSTVistra Corp$15.6M0.06%104,022CommonSHARED
571903202MARMarriott International Inc$15.6M0.06%47,751CommonSHARED
199908104FIXComfort Systems USA Inc$15.6M0.06%11,325CommonSHARED
957638109WALWestern Alliance Bancorp$15.5M0.06%219,380CommonSHARED
49456B101KMIKinder Morgan Inc$15.5M0.06%463,430CommonSHARED
681919106OMCOmnicom Group Inc$15.4M0.06%204,862CommonSHARED
833034101SNASnap-on Inc$15.4M0.05%42,295CommonSHARED
37045V100GMGeneral Motors Co$15.3M0.05%205,162CommonSHARED
05464T104AXSMAxsome Therapeutics Inc$15.2M0.05%90,088CommonSHARED
V7780T103RCLRoyal Caribbean Group$15.2M0.05%55,268CommonSHARED
98419M100XYLXylem Inc/NY$15.1M0.05%126,742CommonSHARED
125269100CFCF Industries Holdings Inc$15.1M0.05%116,425CommonSHARED
911363109URIUnited Rentals Inc$15.1M0.05%20,726CommonSHARED
46266C105IQVIQVIA Holdings Inc$15.1M0.05%88,305CommonSHARED
125523100CICigna Group$15.0M0.05%56,337CommonSHARED
655844108NSCNorfolk Southern Corp$15.0M0.05%52,265CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$14.9M0.05%49,131CommonSHARED
778296103ROSTRoss Stores Inc$14.9M0.05%68,555CommonSHARED
89417E109TRVTravelers Cos Inc$14.8M0.05%50,888CommonSHARED
45784P101PODDInsulet Corp$14.5M0.05%69,182CommonSHARED
92837L109VISTVista Energy SAB de CV$14.4M0.05%191,106CommonSHARED
G0403H108AONAon PLC$14.4M0.05%44,583CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$14.2M0.05%72,649CommonSHARED
18915M107NETCloudflare Inc$14.1M0.05%68,324CommonSHARED
G87052109TELTE Connectivity Plc$14.0M0.05%66,952CommonSHARED
16411R208LNGCheniere Energy Inc$13.9M0.05%49,153CommonSHARED
22052L104CTVACorteva Inc$13.8M0.05%165,249CommonSHARED
14448C104CARRCarrier Global Corp$13.8M0.05%245,517CommonSHARED
934423104WBDWarner Bros Discovery Inc$13.8M0.05%503,183CommonSHARED
828806109SPGSimon Property Group Inc$13.7M0.05%73,375CommonSHARED
654106103NKENIKE Inc$13.6M0.05%256,601CommonSHARED
Y7542C130STNGScorpio Tankers Inc$13.4M0.05%179,819CommonSHARED
773903109ROKRockwell Automation Inc$13.4M0.05%37,399CommonSHARED
682680103OKEONEOK Inc$13.2M0.05%145,959CommonSHARED
45687V106IRIngersoll Rand Inc$13.2M0.05%164,479CommonSHARED
125896100CMSCMS Energy Corp$13.1M0.05%168,389CommonSHARED
001055102AFLAflac Inc$13.0M0.05%118,428CommonSHARED
29355A107ENPHEnphase Energy Inc$12.9M0.05%342,210CommonSHARED
902494103TSNTyson Foods Inc$12.8M0.05%200,326CommonSHARED
03073E105CORCencora Inc$12.7M0.05%40,574CommonSHARED
89832Q109TFCTruist Financial Corp$12.7M0.05%276,942CommonSHARED
25809K105DASHDoorDash Inc$12.4M0.04%82,773CommonSHARED
87612G101TRGPTarga Resources Corp$12.4M0.04%49,486CommonSHARED
03990B101ARESAres Management Corp$12.4M0.04%113,538CommonSHARED
363576109AJGArthur J Gallagher & Co$12.3M0.04%56,631CommonSHARED
05464C101AXONAxon Enterprise Inc$12.2M0.04%28,772CommonSHARED
237194105DRIDarden Restaurants Inc$12.1M0.04%61,580CommonSHARED
83443Q103SOLSSolstice Advanced Materials Inc$12.0M0.04%158,027CommonSHARED
020002101ALLAllstate Corp$12.0M0.04%57,738CommonSHARED
052769106ADSKAutodesk Inc$11.9M0.04%49,771CommonSHARED
009066101ABNBAirbnb Inc$11.9M0.04%94,201CommonSHARED
053332102AZOAutoZone Inc$11.9M0.04%3,517CommonSHARED
171779309CIENCiena Corp$11.7M0.04%30,134CommonSHARED
34959E109FTNTFortinet Inc$11.7M0.04%143,013CommonSHARED
773121108RKLBRocket Lab Corp$11.6M0.04%180,431CommonSHARED
98978V103ZTSZoetis Inc$11.5M0.04%97,319CommonSHARED
21874C102CNMCore & Main Inc$11.5M0.04%232,219CommonSHARED
14316J108CGCarlyle Group Inc$11.4M0.04%236,261CommonSHARED
093712107BEBloom Energy Corp$11.1M0.04%81,671CommonSHARED
770700102HOODRobinhood Markets Inc$11.0M0.04%159,003CommonSHARED
24703L202DELLDell Technologies Inc$11.0M0.04%67,118CommonSHARED
49338L103KEYSKeysight Technologies Inc$10.9M0.04%38,761CommonSHARED
19260Q107COINCoinbase Global Inc$10.9M0.04%62,420CommonSHARED
445658107JBHTJB Hunt Transport Services Inc$10.9M0.04%51,414CommonSHARED
833445109SNOWSnowflake Inc$10.8M0.04%71,877CommonSHARED
500754106KHCKraft Heinz Co$10.8M0.04%480,135CommonSHARED
94106B101WCNWaste Connections Inc$10.7M0.04%65,737CommonSHARED
595017104MCHPMicrochip Technology Inc$10.6M0.04%164,828CommonSHARED
29084Q100EMEEMCOR Group Inc$10.6M0.04%14,343CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$10.5M0.04%181,085CommonSHARED
14149Y108CAHCardinal Health Inc$10.4M0.04%49,312CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$10.4M0.04%31,427CommonSHARED
00217D100ASTSAST SpaceMobile Inc$10.3M0.04%124,878CommonSHARED
N6596X109NXPINxp Semiconductors Nv$10.3M0.04%52,517CommonSHARED
880770102TERTeradyne Inc$10.3M0.04%34,588CommonSHARED
86771W105RUNSunrun Inc$10.2M0.04%755,596CommonSHARED
285512109EAElectronic Arts Inc$10.1M0.04%49,756CommonSHARED
260557103DOWDow Inc$10.0M0.04%240,878CommonSHARED
574599106MASMasco Corp$9.9M0.04%163,786CommonSHARED
80004C200SNDKSandisk Corp/DE$9.8M0.04%15,492CommonSHARED
047649108ATKRAtkore Inc$9.8M0.03%166,582CommonSHARED
504922105LHLabcorp Holdings Inc$9.8M0.03%36,603CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$9.7M0.03%17,234CommonSHARED
988498101YUMYum! Brands Inc$9.4M0.03%60,744CommonSHARED
427866108HSYHershey Co$9.4M0.03%45,303CommonSHARED
962166104WYWeyerhaeuser Co$9.4M0.03%383,563CommonSHARED
866674104SUISun Communities Inc$9.3M0.03%74,082CommonSHARED
46284V101IRMIron Mountain Inc$9.3M0.03%91,233CommonSHARED
460146103IPInternational Paper Co$9.3M0.03%260,765CommonSHARED
03076C106AMPAmeriprise Financial Inc$9.2M0.03%20,695CommonSHARED
444859102HUMHumana Inc$9.2M0.03%52,939CommonSHARED
278642103EBAYeBay Inc$9.2M0.03%100,762CommonSHARED
722304102PDDPDD Holdings Inc$9.1M0.03%89,229CommonSHARED
670346105NUENucor Corp$9.1M0.03%53,584CommonSHARED
59156R108METMetLife Inc$9.0M0.03%127,943CommonSHARED
146869102CVNACarvana Co$9.0M0.03%28,705CommonSHARED
260003108DOVDover Corp$9.0M0.03%43,213CommonSHARED
74460D109PSAPublic Storage$8.9M0.03%32,898CommonSHARED
169656105CMGChipotle Mexican Grill Inc$8.8M0.03%276,441CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$8.8M0.03%371,084CommonSHARED
049560105ATOAtmos Energy Corp$8.8M0.03%47,769CommonSHARED
316773100FITBFifth Third Bancorp$8.7M0.03%187,602CommonSHARED
457669307INSMInsmed Inc$8.7M0.03%53,170CommonSHARED
70450Y103PYPLPayPal Holdings Inc$8.7M0.03%191,654CommonSHARED
776696106ROPRoper Technologies Inc$8.6M0.03%24,431CommonSHARED
12504L109CBRECBRE Group Inc$8.6M0.03%63,374CommonSHARED
15189T107CNPCenterPoint Energy Inc$8.5M0.03%198,062CommonSHARED
929160109VMCVulcan Materials Co$8.5M0.03%31,341CommonSHARED
573284106MLMMartin Marietta Materials Inc$8.5M0.03%14,446CommonSHARED
030420103AWKAmerican Water Works Co Inc$8.5M0.03%62,413CommonSHARED
704326107PAYXPaychex Inc$8.5M0.03%91,835CommonSHARED
631103108NDAQNasdaq Inc$8.4M0.03%99,203CommonSHARED
55354G100MSCIMSCI Inc$8.4M0.03%15,606CommonSHARED
H2906T109GRMNGarmin Ltd$8.3M0.03%35,688CommonSHARED
25278X109FANGDiamondback Energy Inc$8.2M0.03%41,571CommonSHARED
92276F100VTRVentas Inc$8.1M0.03%98,896CommonSHARED
165167735EXEExpand Energy Corporation$8.1M0.03%73,514CommonSHARED
G0450A105ACGLArch Capital Group Ltd$8.1M0.03%84,014CommonSHARED
45167R104IEXIDEX Corp$8.0M0.03%42,399CommonSHARED
19247G107COHRCoherent Corp$7.9M0.03%33,025CommonSHARED
G3730V105FTAIFTAI Aviation Ltd$7.8M0.03%31,763CommonSHARED
65290E101NXTNextpower Inc$7.8M0.03%64,507CommonSHARED
035710839NLYAnnaly Capital Management Inc$7.7M0.03%362,443CommonSHARED
30040W108ESEversource Energy$7.6M0.03%109,801CommonSHARED
723484101PNWPinnacle West Capital Corp$7.6M0.03%75,383CommonSHARED
87422Q109TLNTalen Energy Corp$7.6M0.03%23,766CommonSHARED
92338C103VLTOVeralto Corp$7.6M0.03%85,713CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$7.5M0.03%38,157CommonSHARED
217204106CPRTCopart Inc$7.5M0.03%226,536CommonSHARED
23331A109DHIDR Horton Inc$7.5M0.03%54,726CommonSHARED
22822V101CCICrown Castle Inc$7.5M0.03%92,220CommonSHARED
744320102PRUPrudential Financial Inc$7.5M0.03%76,412CommonSHARED
N00985106AERAerCap Holdings NV$7.4M0.03%54,279CommonSHARED
406216101HALHalliburton Co$7.4M0.03%190,079CommonSHARED
88033G407THCTenet Healthcare Corp$7.3M0.03%38,876CommonSHARED
49177J102KVUEKenvue Inc$7.3M0.03%425,061CommonSHARED
384109104GGGGraco Inc$7.3M0.03%85,768CommonSHARED
761152107RMDResMed Inc$7.2M0.03%32,191CommonSHARED
871829107SYYSysco Corp$7.2M0.03%100,465CommonSHARED
594972408MSTRStrategy Inc$7.1M0.03%56,550CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$7.0M0.03%233,895CommonSHARED
55261F104MTBM&T Bank Corp$7.0M0.03%33,974CommonSHARED
771049103RBLXRoblox Corp$7.0M0.02%123,942CommonSHARED
H2927K103AMRZAmrize Ltd$7.0M0.02%124,110CommonSHARED
00846U101AAgilent Technologies Inc$6.9M0.02%60,377CommonSHARED
G4124C109GRABGrab Holdings Ltd$6.8M0.02%1,863,589CommonSHARED
494368103KMBKimberly-Clark Corp$6.8M0.02%70,619CommonSHARED
852234103XYZBlock Inc$6.8M0.02%113,150CommonSHARED
15135B101CNCCentene Corp$6.8M0.02%207,406CommonSHARED
25179M103DVNDevon Energy Corp$6.8M0.02%134,397CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$6.7M0.02%94,645CommonSHARED
G4705A100ICLRICON Plc$6.7M0.02%60,862CommonSHARED
12503M108CBOECboe Global Markets Inc$6.7M0.02%23,931CommonSHARED
81141R100SESea Ltd$6.7M0.02%80,666CommonSHARED
65473P105NINiSource Inc$6.6M0.02%142,283CommonSHARED
446150104HBANHuntington Bancshares Inc/OH$6.6M0.02%423,534CommonSHARED
92345Y106VRSKVerisk Analytics Inc$6.5M0.02%34,288CommonSHARED
21036P108STZConstellation Brands Inc$6.5M0.02%43,087CommonSHARED
379577208GMEDGlobus Medical Inc$6.4M0.02%74,856CommonSHARED
337738108FISVFiserv Inc$6.4M0.02%114,968CommonSHARED
086516101BBYBest Buy Co Inc$6.4M0.02%99,708CommonSHARED
75524B104RBCRBC Bearings Inc.$6.3M0.02%11,647CommonSHARED
88262P102TPLTexas Pacific Land Corp$6.2M0.02%13,104CommonSHARED
254604101IRONDisc Medicine Inc$6.2M0.02%96,755CommonSHARED
876030107TPRTapestry Inc$6.2M0.02%43,711CommonSHARED
941848103WATWaters Corp$6.1M0.02%20,561CommonSHARED
31620R303FNFFidelity National Financial Inc$6.1M0.02%131,980CommonSHARED
466313103JBLJabil Inc$6.1M0.02%23,016CommonSHARED
127097103CTRACoterra Energy Inc$6.1M0.02%173,733CommonSHARED
45841N107IBKRInteractive Brokers Group Inc$6.1M0.02%91,003CommonSHARED
925652109VICIVICI Properties Inc$6.1M0.02%222,810CommonSHARED
370334104GISGeneral Mills Inc$6.1M0.02%163,485CommonSHARED
34959J108FTVFortive Corp$6.1M0.02%109,445CommonSHARED
98138H101WDAYWorkday Inc$6.0M0.02%46,019CommonSHARED
143658300CCL1EURCarnival Corp$6.0M0.02%230,341CommonSHARED
30225T102EXRExtra Space Storage Inc$5.9M0.02%45,183CommonSHARED
G96629103WTWWillis Towers Watson PLC LTD$5.9M0.02%20,370CommonSHARED
42250P103DOCHealthpeak Properties Inc$5.9M0.02%359,773CommonSHARED
29415C101EOSEEos Energy Enterprises Inc$5.9M0.02%1,191,468CommonSHARED
665859104NTRSNorthern Trust Corp$5.9M0.02%42,227CommonSHARED
615394202MOG/AMoog Inc$5.8M0.02%19,781CommonSHARED
012653101ALBAlbemarle Corp$5.8M0.02%32,033CommonSHARED
754730109RJFRaymond James Financial Inc$5.7M0.02%39,612CommonSHARED
922475108VEEVVeeva Systems Inc$5.7M0.02%32,643CommonSHARED
09062X103BIIBBiogen Inc$5.7M0.02%31,221CommonSHARED
858119100STLDSteel Dynamics Inc$5.7M0.02%31,774CommonSHARED
G7S00T104PNRPentair PLC$5.7M0.02%65,338CommonSHARED
256677105DGDollar General Corp$5.7M0.02%47,853CommonSHARED
592688105MTDMettler-Toledo International Inc$5.6M0.02%4,453CommonSHARED
34631F102FPSForgent Power Solutions, Inc$5.6M0.02%191,293CommonSHARED
693506107PPGPPG Industries Inc$5.6M0.02%52,248CommonSHARED
N97284108NBISNebius Group N.V.$5.6M0.02%53,621CommonSHARED
147528103CASYCasey's General Stores Inc$5.6M0.02%7,640CommonSHARED
30212P303EXPEExpedia Group Inc$5.5M0.02%23,685CommonSHARED
G2519Y108BAPCredicorp Ltd$5.5M0.02%16,081CommonSHARED
303250104FICOFair Isaac Corp$5.4M0.02%5,060CommonSHARED
538034109LYVLive Nation Entertainment Inc$5.4M0.02%35,379CommonSHARED
74743L100QQnity Electronics Inc$5.4M0.02%46,691CommonSHARED
570535104MKLMarkel Group Inc$5.4M0.02%2,814CommonSHARED
87165B103SYFSynchrony Financial$5.4M0.02%79,178CommonSHARED
294429105EFXEquifax Inc$5.4M0.02%29,816CommonSHARED
632307104NTRANatera Inc$5.3M0.02%26,724CommonSHARED
31620M106FISFidelity National Information Services Inc$5.3M0.02%113,192CommonSHARED
315616102FFIVF5 Inc$5.3M0.02%18,265CommonSHARED
172062101CINFCincinnati Financial Corp$5.3M0.02%33,515CommonSHARED
053484101AVBAvalonBay Communities Inc$5.2M0.02%32,004CommonSHARED
90384S303ULTAUlta Beauty Inc$5.2M0.02%9,940CommonSHARED
916896103UECUranium Energy Corp$5.2M0.02%383,816CommonSHARED
91307C102UTHRUnited Therapeutics Corp$5.1M0.02%8,646CommonSHARED
171340102CHDChurch & Dwight Co Inc$5.1M0.02%54,175CommonSHARED
377322102GKOSGlaukos Corp$5.0M0.02%46,367CommonSHARED
892356106TSCOTractor Supply Co$5.0M0.02%110,087CommonSHARED
H11356104BGBunge Global SA$5.0M0.02%39,105CommonSHARED
Y2573F102FLEXFlex Ltd$5.0M0.02%75,953CommonSHARED
76954A103RIVNRivian Automotive Inc$5.0M0.02%330,144CommonSHARED
92343E102VRSNVeriSign Inc$5.0M0.02%19,977CommonSHARED
50212V100LPLALPL Financial Holdings Inc$5.0M0.02%16,477CommonSHARED
7591EP100RFRegions Financial Corp$4.9M0.02%189,149CommonSHARED
422806208HEI/AHEICO Corp$4.9M0.02%23,327CommonSHARED
G8267P108SWSmurfit Westrock Plc$4.9M0.02%123,527CommonSHARED
83406F102SOFISoFi Technologies Inc$4.9M0.02%309,806CommonSHARED
12541W209CHRWCH Robinson Worldwide Inc$4.9M0.02%29,224CommonSHARED
N53745100LYBLyondellbasell Industries NV$4.8M0.02%60,189CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$4.8M0.02%29,711CommonSHARED
526107107LIILennox International Inc$4.7M0.02%10,193CommonSHARED
440452100HRLHormel Foods Corp$4.7M0.02%205,800CommonSHARED
969904101WSMWilliams-Sonoma Inc$4.6M0.02%25,298CommonSHARED
745867101PHMPulteGroup Inc$4.6M0.02%39,217CommonSHARED
896239100TRMBTrimble Inc$4.6M0.02%70,622CommonSHARED
74834L100DGXQuest Diagnostics Inc$4.6M0.02%23,498CommonSHARED
G87110105FTITechnipFMC PLC$4.6M0.02%66,555CommonSHARED
29476L107EQREquity Residential$4.6M0.02%77,293CommonSHARED
695156109PKGPackaging Corp of America$4.5M0.02%21,421CommonSHARED
00766T100ACMAECOM$4.5M0.02%53,288CommonSHARED
142339100CSLCarlisle Cos Inc$4.5M0.02%13,488CommonSHARED
051774107AURAurora Innovation Inc$4.5M0.02%1,082,448CommonSHARED
26614N102DDDuPont de Nemours Inc$4.5M0.02%97,289CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$4.4M0.02%61,202CommonSHARED
98980L101ZNGAZoom Communications Inc$4.4M0.02%55,024CommonSHARED
G7709Q104RPRXRoyalty Pharma PLC$4.4M0.02%92,065CommonSHARED
531229755FWONKLiberty Media Corp-Liberty Formula One$4.4M0.02%51,404CommonSHARED
64110D104NTAPNetApp Inc$4.4M0.02%42,490CommonSHARED
655663102NDSNNordson Corp$4.3M0.02%16,297CommonSHARED
G8473T100STESteris plc$4.3M0.02%19,608CommonSHARED
116794108BRKRBruker Corp$4.3M0.02%119,698CommonSHARED
60937P106MDBMongoDB Inc$4.3M0.02%17,443CommonSHARED
302130109EXPDExpeditors International of Washington Inc$4.3M0.02%29,748CommonSHARED
90138F102TWLOTwilio Inc$4.2M0.02%33,721CommonSHARED
256746108DLTRDollar Tree Inc$4.2M0.02%38,640CommonSHARED
219948106CPAYCorpay Inc$4.2M0.02%14,514CommonSHARED
G0250X149AMCRAmcor PLC$4.2M0.02%106,080CommonSHARED
192108504CDECoeur Mining Inc$4.2M0.02%224,575CommonSHARED
74144T108TROWT Rowe Price Group Inc$4.1M0.01%45,562CommonSHARED
115236101BROBrown & Brown Inc$4.1M0.01%62,917CommonSHARED
452327109ILMNIllumina Inc$4.0M0.01%32,736CommonSHARED
084423102WRBW R Berkley Corp$4.0M0.01%60,838CommonSHARED
74251V102PFGPrincipal Financial Group Inc$4.0M0.01%44,734CommonSHARED
G0176J109ALLEAllegion PLC$4.0M0.01%27,433CommonSHARED
74624M102PEVERPURE INC$4.0M0.01%67,509CommonSHARED
759509102RSReliance Inc$4.0M0.01%13,025CommonSHARED
21873S108CRWVCoreWeave Inc$3.9M0.01%50,799CommonSHARED
493267108KEYKeyCorp$3.9M0.01%194,029CommonSHARED
16119P108CHTRCharter Communications Inc$3.9M0.01%17,997CommonSHARED
540424108LLoews Corp$3.8M0.01%35,960CommonSHARED
78410G104SBACSBA Communications Corp$3.8M0.01%22,293CommonSHARED
942622200WSOWatsco Inc$3.8M0.01%10,505CommonSHARED
912008109USFDUS Foods Holding Corp$3.8M0.01%41,353CommonSHARED
058498106BALLBall Corp$3.7M0.01%63,419CommonSHARED
84265V105SCCOSouthern Copper Corp$3.7M0.01%21,787CommonSHARED
29362U104ENTGEntegris Inc$3.7M0.01%31,843CommonSHARED
526057104LENLennar Corp$3.7M0.01%42,865CommonSHARED
297178105ESSEssex Property Trust Inc$3.7M0.01%15,378CommonSHARED
955306105WSTWest Pharmaceutical Services Inc$3.7M0.01%14,828CommonSHARED
69370C100PTCPTC Inc$3.7M0.01%26,038CommonSHARED

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.