MondegarAI
MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Q2 2024 · 13F-HR

MASSACHUSETTS FINANCIAL SERVICES CO /MA/holdings as filed

Filed 2024-08-09 · accession 0000912938-24-000295

$325.32B
Reported value
860
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 860

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$16.78B5.16%37,553,789CommonSOLE
67066G104NVDANVIDIA CORPORATION$10.22B3.14%82,689,605CommonSOLE
02079K305GOOGLALPHABET INC$8.58B2.64%47,090,925CommonSOLE
023135106AMZNAMAZON COM INC$6.16B1.89%31,883,977CommonSOLE
037833100AAPLAPPLE INC$6.07B1.87%28,834,350CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.65B1.74%27,956,333CommonSOLE
30303M102METAMETA PLATFORMS INC$4.67B1.44%9,269,679CommonSOLE
92826C839VVISA INC$4.45B1.37%16,965,278CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.31B1.32%24,775,385CommonSOLE
G54950103LINLINDE PLC$4.11B1.26%9,357,541CommonSOLE
G0403H108AONAON PLC$3.69B1.13%12,552,569CommonSOLE
125523100CITHE CIGNA GROUP$3.61B1.11%10,924,910CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.31B1.02%10,912,962CommonSOLE
G29183103ETNEATON CORP PLC$3.24B0.99%10,322,650CommonSOLE
20825C104COPCONOCOPHILLIPS$3.09B0.95%26,987,460CommonSOLE
743315103PGRPROGRESSIVE CORP$3.00B0.92%14,446,539CommonSOLE
032654105ADIANALOG DEVICES INC$2.97B0.91%13,014,609CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.91B0.89%9,454,916CommonSOLE
H42097107UBSUBS GROUP AG$2.90B0.89%98,123,310CommonSOLE
58155Q103MCKMCKESSON CORP$2.81B0.86%4,804,835CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.74B0.84%18,780,645CommonSOLE
438516106HONHONEYWELL INTL INC$2.74B0.84%12,843,986CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.47B0.76%5,595,466CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.45B0.75%31,785,218CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2.33B0.72%11,069,159CommonSOLE
532457108LLYELI LILLY & CO$2.32B0.71%2,564,631CommonSOLE
482480100KLACKLA CORP$2.32B0.71%2,811,766CommonSOLE
H1467J104CBCHUBB LIMITED$2.28B0.70%8,921,346CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.22B0.68%7,639,758CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.21B0.68%9,558,651CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.18B0.67%8,109,463CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.17B0.67%55,293,221CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.15B0.66%8,215,383CommonSOLE
907818108UNPUNION PAC CORP$2.15B0.66%9,510,199CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.12B0.65%3,831,532CommonSOLE
717081103PFEPFIZER INC$2.01B0.62%71,794,056CommonSOLE
842587107SOSOUTHERN CO$2.01B0.62%25,862,372CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.00B0.61%4,412,605CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.99B0.61%26,967,993CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.95B0.60%15,064,660CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.95B0.60%24,773,839CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.94B0.60%16,815,314CommonSOLE
617446448MSMORGAN STANLEY$1.89B0.58%19,490,842CommonSOLE
74340W103PLDPROLOGIS INC.$1.85B0.57%16,501,413CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.83B0.56%18,274,591CommonSOLE
929160109VMCVULCAN MATLS CO$1.79B0.55%7,187,744CommonSOLE
69331C108PCGPG&E CORP$1.78B0.55%101,910,190CommonSOLE
136375102CNICANADIAN NATL RY CO$1.76B0.54%14,867,048CommonSOLE
48251W104KKRKKR & CO INC$1.76B0.54%16,684,133CommonSOLE
548661107LOWLOWES COS INC$1.68B0.52%7,601,364CommonSOLE
713448108PEPPEPSICO INC$1.67B0.51%10,147,530CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.57B0.48%19,512,272CommonSOLE
G4705A100ICLRICON PLC$1.57B0.48%5,003,492CommonSOLE
032095101APHAMPHENOL CORP NEW$1.56B0.48%23,225,629CommonSOLE
75513E101RTXRTX CORPORATION$1.56B0.48%15,565,300CommonSOLE
882508104TXNTEXAS INSTRS INC$1.56B0.48%8,023,772CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.54B0.47%19,845,616CommonSOLE
00287Y109ABBVABBVIE INC$1.54B0.47%8,956,977CommonSOLE
79466L302CRMSALESFORCE INC$1.52B0.47%5,906,877CommonSOLE
87612E106TGTTARGET CORP$1.52B0.47%10,238,225CommonSOLE
871607107SNPSSYNOPSYS INC$1.46B0.45%2,450,569CommonSOLE
351858105FNVFRANCO NEV CORP$1.46B0.45%12,286,603CommonSOLE
25746U109DDOMINION ENERGY INC$1.45B0.45%29,635,621CommonSOLE
49177J102KVUEKENVUE INC$1.45B0.45%79,863,967CommonSOLE
G8473T100STESTERIS PLC$1.41B0.43%6,442,805CommonSOLE
366651107ITGARTNER INC$1.41B0.43%3,134,441CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.41B0.43%6,920,542CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.40B0.43%17,753,159CommonSOLE
097023105BABOEING CO$1.39B0.43%7,619,126CommonSOLE
172967424CCITIGROUP INC$1.36B0.42%21,445,879CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.34B0.41%4,966,794CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.34B0.41%3,065,619CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.34B0.41%1,254,188CommonSOLE
166764100CVXCHEVRON CORP NEW$1.34B0.41%8,537,859CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.31B0.40%5,414,798CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.29B0.40%2,746,012CommonSOLE
631103108NDAQNASDAQ INC$1.26B0.39%20,884,476CommonSOLE
031100100AMEAMETEK INC$1.23B0.38%7,349,359CommonSOLE
N07059210ASMLASML HOLDING N V$1.22B0.37%1,190,798CommonSOLE
89400J107TRUTRANSUNION$1.21B0.37%16,339,762CommonSOLE
58933Y105MRKMERCK & CO INC$1.20B0.37%9,672,022CommonSOLE
68389X105ORCLORACLE CORP$1.15B0.35%8,143,021CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.15B0.35%4,905,114CommonSOLE
81762P102NOWSERVICENOW INC$1.14B0.35%1,452,451CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.12B0.34%2,062,706CommonSOLE
002824100ABTABBOTT LABS$1.10B0.34%10,607,761CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.10B0.34%7,083,582CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$1.10B0.34%9,453,075CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.09B0.34%16,726,114CommonSOLE
337738108FISVFISERV INC$1.07B0.33%7,173,941CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.06B0.33%3,389,384CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.04B0.32%4,754,647CommonSOLE
294429105EFXEQUIFAX INC$1.04B0.32%4,276,798CommonSOLE
N72482149QIAGEN NV$953.1M0.29%23,196,437CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$944.2M0.29%14,204,531CommonSOLE
693506107PPGPPG INDS INC$936.5M0.29%7,439,361CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$912.1M0.28%5,527,700CommonSOLE
038222105AMATAPPLIED MATLS INC$906.1M0.28%3,839,715CommonSOLE
G6095L109APTIV PLC$905.7M0.28%12,861,135CommonSOLE
254687106DISDISNEY WALT CO$890.7M0.27%8,970,806CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$878.1M0.27%23,048,048CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$870.5M0.27%3,673,469CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$870.4M0.27%8,969,498CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$868.6M0.27%13,281,926CommonSOLE
09247X101BLKCHFBLACKROCK INC$859.6M0.26%1,091,813CommonSOLE
22160N109CSGPCOSTAR GROUP INC$844.1M0.26%11,384,572CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$797.2M0.25%5,768,354CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$793.9M0.24%8,247,918CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$786.6M0.24%7,586,482CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$773.5M0.24%941,376CommonSOLE
98389B100XELXCEL ENERGY INC$763.7M0.23%14,298,016CommonSOLE
235851102DHRDANAHER CORPORATION$761.5M0.23%3,047,728CommonSOLE
74935Q107RBARB GLOBAL INC$760.3M0.23%9,956,551CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$737.7M0.23%4,744,251CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$729.7M0.22%2,813,862CommonSOLE
26875P101EOGEOG RES INC$726.3M0.22%5,770,308CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$722.5M0.22%4,803,097CommonSOLE
009158106APDAIR PRODS & CHEMS INC$720.6M0.22%2,792,470CommonSOLE
693718108PCARPACCAR INC$710.2M0.22%6,898,757CommonSOLE
22052L104CTVACORTEVA INC$702.5M0.22%13,024,492CommonSOLE
941848103WATWATERS CORP$701.5M0.22%2,417,872CommonSOLE
929740108WABWABTEC$697.6M0.21%4,413,900CommonSOLE
060505104BACBANK AMERICA CORP$693.1M0.21%17,427,527CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$674.2M0.21%5,058,394CommonSOLE
55354G100MSCIMSCI INC$669.2M0.21%1,389,057CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$669.0M0.21%2,241,649CommonSOLE
615369105MCOMOODYS CORP$662.1M0.20%1,572,828CommonSOLE
574599106MASMASCO CORP$655.4M0.20%9,830,723CommonSOLE
891160509TDTORONTO DOMINION BK ONT$653.2M0.20%11,884,896CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$645.9M0.20%10,310,132CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$643.6M0.20%3,310,893CommonSOLE
747525103QCOMQUALCOMM INC$641.2M0.20%3,219,303CommonSOLE
30161N101EXCEXELON CORP$624.1M0.19%18,031,733CommonSOLE
665859104NTRSNORTHERN TR CORP$622.6M0.19%7,413,620CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$618.0M0.19%1,878,820CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$615.2M0.19%8,464,780CommonSOLE
461202103INTUINTUIT$602.4M0.19%916,566CommonSOLE
718172109PMPHILIP MORRIS INTL INC$595.6M0.18%5,878,158CommonSOLE
778296103ROSTROSS STORES INC$588.2M0.18%4,047,640CommonSOLE
285512109EAELECTRONIC ARTS INC$583.2M0.18%4,185,476CommonSOLE
369604301GEGE AEROSPACE$580.2M0.18%3,649,748CommonSOLE
65339F101NEENEXTERA ENERGY INC$579.1M0.18%8,178,185CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$567.9M0.17%540,293CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$551.6M0.17%3,549,231CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$538.5M0.17%2,690,181CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$537.2M0.17%7,128,349CommonSOLE
02079K107GOOGALPHABET INC$520.6M0.16%2,838,378CommonSOLE
G25508105CRHCRH PLC$514.4M0.16%6,859,871CommonSOLE
23804L103DDOGDATADOG INC$511.6M0.16%3,944,943CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$508.7M0.16%5,342,689CommonSOLE
501889208LKQLKQ CORP$496.8M0.15%11,944,496CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$494.7M0.15%468,473CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$494.1M0.15%53,353,508CommonSOLE
G2519Y108BAPCREDICORP LTD$488.7M0.15%3,029,014CommonSOLE
443510607HUBBHUBBELL INC$488.0M0.15%1,335,218CommonSOLE
437076102HDHOME DEPOT INC$479.4M0.15%1,392,582CommonSOLE
448579102HHYATT HOTELS CORP$461.7M0.14%3,039,157CommonSOLE
654106103NKENIKE INC$454.2M0.14%6,025,616CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$453.1M0.14%5,163,975CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$450.0M0.14%11,560,140CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$436.5M0.13%868,109CommonSOLE
217204106CPRTCOPART INC$427.8M0.13%7,898,956CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$422.7M0.13%6,047,070CommonSOLE
125896100CMSCMS ENERGY CORP$410.2M0.13%6,891,027CommonSOLE
872590104TMUST-MOBILE US INC$409.4M0.13%2,324,040CommonSOLE
116794108BRKRBRUKER CORP$405.9M0.12%6,361,538CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$405.1M0.12%4,029,449CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$404.8M0.12%102,184CommonSOLE
681919106OMCOMNICOM GROUP INC$400.6M0.12%4,466,344CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$395.6M0.12%7,546,372CommonSOLE
922475108VEEVVEEVA SYS INC$394.1M0.12%2,153,195CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$382.2M0.12%2,826,288CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$378.8M0.12%2,747,349CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$375.5M0.12%2,633,160CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$374.2M0.12%4,884,487CommonSOLE
42809H107HESHESS CORP$373.7M0.11%2,533,552CommonSOLE
281020107EIXEDISON INTL$371.7M0.11%5,176,660CommonSOLE
29444U700EQIXEQUINIX INC$370.9M0.11%490,221CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$369.1M0.11%11,967,353CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$358.2M0.11%1,824,713CommonSOLE
866674104SUISUN CMNTYS INC$355.0M0.11%2,949,862CommonSOLE
912008109USFDUS FOODS HLDG CORP$347.1M0.11%6,550,945CommonSOLE
91913Y100VLOVALERO ENERGY CORP$346.1M0.11%2,207,613CommonSOLE
00724F101ADBEADOBE INC$345.1M0.11%621,141CommonSOLE
16411R208LNGCHENIERE ENERGY INC$342.2M0.11%1,957,451CommonSOLE
518439104ELLAUDER ESTEE COS INC$339.5M0.10%3,190,740CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$338.6M0.10%4,119,498CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$331.1M0.10%3,824,549CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$330.0M0.10%609,139CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$327.1M0.10%1,456,451CommonSOLE
617700109MORNMORNINGSTAR INC$325.3M0.10%1,099,502CommonSOLE
816851109SRESEMPRA$320.2M0.10%4,209,506CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$317.7M0.10%1,717,962CommonSOLE
74762E102QUREQUANTA SVCS INC$314.0M0.10%1,235,655CommonSOLE
12532H104GIBCGI INC$312.7M0.10%3,132,477CommonSOLE
297178105ESSESSEX PPTY TR INC$311.8M0.10%1,145,569CommonSOLE
40415F101HDBHDFC BANK LTD$308.2M0.09%4,791,134CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$306.4M0.09%2,100,113CommonSOLE
018802108LNTALLIANT ENERGY CORP$305.4M0.09%6,000,341CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$303.6M0.09%2,757,594CommonSOLE
12572Q105CMECME GROUP INC$303.4M0.09%1,543,330CommonSOLE
830566105SKAASKECHERS U S A INC$303.2M0.09%4,386,064CommonSOLE
872540109TJXTJX COS INC NEW$300.3M0.09%2,727,535CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$297.0M0.09%10,199,075CommonSOLE
780087102RYROYAL BK CDA$295.7M0.09%2,779,894CommonSOLE
48242W106KBRKBR INC$286.8M0.09%4,471,251CommonSOLE
443573100HUBSHUBSPOT INC$285.8M0.09%484,586CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$284.4M0.09%988,869CommonSOLE
384802104GWWGRAINGER W W INC$281.1M0.09%311,562CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$278.9M0.09%722,403CommonSOLE
872657101TPGTPG INC$278.2M0.09%6,710,751CommonSOLE
252131107DXCMDEXCOM INC$276.5M0.09%2,439,033CommonSOLE
579780206MKCMCCORMICK & CO INC$275.8M0.08%3,887,420CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$273.9M0.08%2,215,996CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$273.6M0.08%3,711,763CommonSOLE
87612G101TRGPTARGA RES CORP$273.5M0.08%2,123,546CommonSOLE
55261F104MTBM & T BK CORP$269.7M0.08%1,781,816CommonSOLE
03073E105CORCENCORA INC$268.5M0.08%1,191,661CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$268.2M0.08%16,607,623CommonSOLE
45687V106IRINGERSOLL RAND INC$268.0M0.08%2,950,316CommonSOLE
86614U1007SUSUMMIT MATLS INC$264.0M0.08%7,210,736CommonSOLE
05478C105AZEKAZEK CO INC$263.8M0.08%6,261,075CommonSOLE
277432100EMNEASTMAN CHEM CO$259.7M0.08%2,650,686CommonSOLE
632307104NTRANATERA INC$259.6M0.08%2,397,582CommonSOLE
974155103WINGWINGSTOP INC$254.0M0.08%600,905CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$251.6M0.08%9,600,600CommonSOLE
50212V100LPLALPL FINL HLDGS INC$247.1M0.08%884,630CommonSOLE
889478103TOLTOLL BROTHERS INC$246.1M0.08%2,136,242CommonSOLE
693656100PVHPVH CORPORATION$245.7M0.08%2,320,471CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$241.2M0.07%1,418,343CommonSOLE
855244109SBUXSTARBUCKS CORP$235.4M0.07%3,024,179CommonSOLE
46982L108JJACOBS SOLUTIONS INC$235.3M0.07%1,684,386CommonSOLE
89832Q109TFCTRUIST FINL CORP$234.6M0.07%6,039,057CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$233.7M0.07%3,148,482CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$233.3M0.07%1,711,015CommonSOLE
04621X108AIZASSURANT INC$233.2M0.07%1,402,812CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$231.4M0.07%1,446,351CommonSOLE
G87110105FTITECHNIPFMC PLC$228.4M0.07%8,733,621CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$225.8M0.07%1,127,557CommonSOLE
78442P106SLMSLM CORP$225.5M0.07%10,845,906CommonSOLE
15118V207CELHCELSIUS HLDGS INC$225.3M0.07%3,946,208CommonSOLE
370334104GISGENERAL MLS INC$225.2M0.07%3,560,066CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$224.5M0.07%5,900,789CommonSOLE
458140100INTCINTEL CORP$222.5M0.07%7,185,617CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$220.5M0.07%5,777,271CommonSOLE
253868103DLRDIGITAL RLTY TR INC$220.1M0.07%1,447,340CommonSOLE
044186104ASHASHLAND INC$218.7M0.07%2,314,387CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$218.4M0.07%2,733,749CommonSOLE
92840M102VSTVISTRA CORP$217.8M0.07%2,532,657CommonSOLE
29977A105EVREVERCORE INC$216.9M0.07%1,040,780CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$216.5M0.07%6,337,037CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$216.1M0.07%800,463CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$215.6M0.07%15,808,320CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$215.4M0.07%1,049,392CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$210.1M0.06%2,868,443CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$209.7M0.06%636,573CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$209.6M0.06%3,218,638CommonSOLE
68622V106OGNORGANON & CO$208.9M0.06%10,090,921CommonSOLE
Y2573F102FLEXFLEX LTD$208.3M0.06%7,064,693CommonSOLE
56501R106MFCMANULIFE FINL CORP$207.3M0.06%7,787,376CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$206.2M0.06%2,699,509CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$202.0M0.06%4,943,718CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$201.4M0.06%1,994,209CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$200.8M0.06%236,240CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$200.6M0.06%8,687,226CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$199.8M0.06%142,944CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$198.6M0.06%2,725,200CommonSOLE
G0176J109ALLEALLEGION PLC$197.6M0.06%1,672,237CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$196.1M0.06%634,693CommonSOLE
117043109BCBRUNSWICK CORP$192.0M0.06%2,637,962CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$191.9M0.06%3,261,083CommonSOLE
45168D104IDXXIDEXX LABS INC$190.3M0.06%390,565CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$188.7M0.06%10,024,238CommonSOLE
683344105ONTOONTO INNOVATION INC$188.1M0.06%856,780CommonSOLE
929089100VOYAVOYA FINANCIAL INC$187.8M0.06%2,639,578CommonSOLE
09073M104TECHBIO-TECHNE CORP$185.6M0.06%2,589,799CommonSOLE
233331107DTEDTE ENERGY CO$185.1M0.06%1,667,111CommonSOLE
653656108NICENICE LTD$181.7M0.06%1,056,537CommonSOLE
049560105ATOATMOS ENERGY CORP$180.8M0.06%1,550,227CommonSOLE
92338C103VLTOVERALTO CORP$180.7M0.06%1,892,319CommonSOLE
303075105FDSFACTSET RESH SYS INC$180.4M0.06%441,883CommonSOLE
216648501COOCOOPER COS INC$180.0M0.06%2,061,709CommonSOLE
219350105GLWCORNING INC$179.8M0.06%4,627,889CommonSOLE
69351T106PPLPPL CORP$178.5M0.05%6,456,813CommonSOLE
92936U109WPCWP CAREY INC$178.4M0.05%3,240,705CommonSOLE
925652109VICIVICI PPTYS INC$177.1M0.05%6,182,793CommonSOLE
G3223R108EGEVEREST GROUP LTD$175.4M0.05%460,233CommonSOLE
001084102AGCOAGCO CORP$175.3M0.05%1,791,202CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$175.0M0.05%5,650,410CommonSOLE
457187102INGRINGREDION INC$172.4M0.05%1,502,758CommonSOLE
85254J102STAGSTAG INDL INC$172.3M0.05%4,777,619CommonSOLE
521865204LEALEAR CORP$172.1M0.05%1,506,839CommonSOLE
45073V108ITTITT INC$171.2M0.05%1,325,361CommonSOLE
410867105THGHANOVER INS GROUP INC$168.2M0.05%1,341,253CommonSOLE
03852U106ARMKARAMARK$166.7M0.05%4,899,786CommonSOLE
82509L107SHOPSHOPIFY INC$166.6M0.05%2,522,793CommonSOLE
136385101CNQCANADIAN NAT RES LTD$166.2M0.05%4,668,848CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$164.0M0.05%2,412,208CommonSOLE
00130H105AESAES CORP$163.7M0.05%9,318,245CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$163.6M0.05%8,164,927CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$163.4M0.05%1,180,358CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$162.3M0.05%1,185,950CommonSOLE
983793100XPOXPO INC$162.1M0.05%1,527,208CommonSOLE
718546104PSXPHILLIPS 66$161.8M0.05%1,146,477CommonSOLE
64110W102NTESNETEASE INC$161.8M0.05%1,692,705CommonSOLE
G7S00T104PNRPENTAIR PLC$159.7M0.05%2,082,362CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$158.4M0.05%7,743,447CommonSOLE
247361702DALDELTA AIR LINES INC DEL$158.0M0.05%3,329,790CommonSOLE
49446R109KIMKIMCO RLTY CORP$154.6M0.05%7,943,646CommonSOLE
053611109AVYAVERY DENNISON CORP$152.3M0.05%696,423CommonSOLE
M7516K103NVMINOVA LTD$151.3M0.05%645,203CommonSOLE
464287234EEMISHARES TR$151.2M0.05%3,549,000PUTSOLE
02665T306AMHAMERICAN HOMES 4 RENT$146.9M0.05%3,951,840CommonSOLE
637417106NNNNNN REIT INC$145.6M0.04%3,417,871CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$144.7M0.04%2,898,369CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$142.6M0.04%1,320,859CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$142.2M0.04%2,325,953CommonSOLE
534187109LNCLINCOLN NATL CORP IND$142.1M0.04%4,570,678CommonSOLE
00091G104ACVAACV AUCTIONS INC$141.6M0.04%7,758,163CommonSOLE
69370C100PTCPTC INC$140.6M0.04%773,804CommonSOLE
256677105DGDOLLAR GEN CORP NEW$140.3M0.04%1,060,697CommonSOLE
25243Q205DEODIAGEO PLC$139.5M0.04%1,106,473CommonSOLE
29250N105ENBENBRIDGE INC$139.2M0.04%3,910,286CommonSOLE
023608102AEEAMEREN CORP$139.0M0.04%1,954,962CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$138.6M0.04%1,059,386CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$137.4M0.04%3,634,364CommonSOLE
063671101BMOBANK MONTREAL QUE$136.6M0.04%1,629,370CommonSOLE
92276F100VTRVENTAS INC$135.4M0.04%2,641,914CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$134.6M0.04%6,765,676CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$134.0M0.04%1,145,859CommonSOLE
278642103EBAYEBAY INC.$133.9M0.04%2,492,983CommonSOLE
67077M108NTRNUTRIEN LTD$133.4M0.04%2,620,943CommonSOLE
040413106ANETEURARISTA NETWORKS INC$133.2M0.04%380,013CommonSOLE
91912E105VALEVALE S A$132.4M0.04%11,853,914CommonSOLE
949746101WMT2WELLS FARGO CO NEW$132.2M0.04%2,225,575CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$132.1M0.04%513,277CommonSOLE
96145D105WRKUSDWESTROCK CO$131.8M0.04%2,622,108CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$131.5M0.04%1,437,645CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$131.0M0.04%1,491,329CommonSOLE
11135F101AVGOBROADCOM INC$130.1M0.04%81,024CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$129.6M0.04%2,907,560CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$129.1M0.04%601,343CommonSOLE
595112103MUMICRON TECHNOLOGY INC$128.7M0.04%978,193CommonSOLE
893641100TDGTRANSDIGM GROUP INC$128.4M0.04%100,495CommonSOLE
09062X103BIIBBIOGEN INC$127.2M0.04%548,673CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$125.4M0.04%1,461,436CommonSOLE
127190304CACICACI INTL INC$123.0M0.04%286,011CommonSOLE
228368106CCKCROWN HLDGS INC$122.7M0.04%1,649,472CommonSOLE
896288107TNETTRINET GROUP INC$121.7M0.04%1,217,214CommonSOLE
11271J107BNBROOKFIELD CORP$121.7M0.04%2,928,528CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$119.8M0.04%1,199,392CommonSOLE
36828A101GEVGE VERNOVA INC$119.4M0.04%696,113CommonSOLE
460146103IPINTERNATIONAL PAPER CO$119.0M0.04%2,758,101CommonSOLE
101121101BXPBOSTON PROPERTIES INC$118.4M0.04%1,923,225CommonSOLE
863667101SYKSTRYKER CORPORATION$117.4M0.04%344,933CommonSOLE
736508847PORPORTLAND GEN ELEC CO$116.3M0.04%2,688,804CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$116.1M0.04%6,456,446CommonSOLE
37940X102GPNGLOBAL PMTS INC$115.7M0.04%1,196,957CommonSOLE
682189105ONON SEMICONDUCTOR CORP$115.3M0.04%1,682,446CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$112.1M0.03%937,440CommonSOLE
78709Y105SAIASAIA INC$111.6M0.03%235,401CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$110.7M0.03%1,038,329CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$109.7M0.03%7,569,790CommonSOLE
16359R103CHECHEMED CORP NEW$108.9M0.03%200,727CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$108.7M0.03%1,001,829CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$107.7M0.03%8,090,198CommonSOLE
406216101HALHALLIBURTON CO$107.0M0.03%3,168,853CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$105.3M0.03%696,176CommonSOLE
444859102HUMHUMANA INC$103.1M0.03%275,837CommonSOLE
577081102MATMATTEL INC$101.9M0.03%6,264,772CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$101.3M0.03%2,709,555CommonSOLE
02209S103MOALTRIA GROUP INC$97.6M0.03%2,141,605CommonSOLE
013091103ACIALBERTSONS COS INC$97.4M0.03%4,930,623CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$97.3M0.03%1,038,285CommonSOLE
260557103DOWDOW INC$97.2M0.03%1,833,088CommonSOLE
75700L108RRRRED ROCK RESORTS INC$96.6M0.03%1,758,613CommonSOLE
903731107ULSUL SOLUTIONS INC$96.3M0.03%2,281,638CommonSOLE
714046109RVTYREVVITY INC$96.2M0.03%917,389CommonSOLE
504922105LHLABCORP HOLDINGS INC$96.0M0.03%471,746CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$95.7M0.03%545,756CommonSOLE
090572207BIOBIO RAD LABS INC$95.2M0.03%348,540CommonSOLE
576485205MTDRMATADOR RES CO$94.4M0.03%1,584,664CommonSOLE
126408103CSXCSX CORP$94.0M0.03%2,811,600CommonSOLE
90384S303ULTAULTA BEAUTY INC$94.0M0.03%243,515CommonSOLE
78409V104SPGIS&P GLOBAL INC$93.9M0.03%210,564CommonSOLE
03076C106AMPAMERIPRISE FINL INC$92.3M0.03%215,965CommonSOLE
574795100MASIMASIMO CORP$90.9M0.03%721,726CommonSOLE
59156R108METMETLIFE INC$90.5M0.03%1,289,383CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$90.2M0.03%3,178,841CommonSOLE
651229106NWLNEWELL BRANDS INC$89.6M0.03%13,984,202CommonSOLE
879369106TFXTELEFLEX INCORPORATED$89.5M0.03%425,695CommonSOLE
02319V103ABEVAMBEV SA$87.5M0.03%42,678,655CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$86.8M0.03%1,960,709CommonSOLE
92839U206VCVISTEON CORP$86.2M0.03%808,192CommonSOLE
608190104MHKMOHAWK INDS INC$86.0M0.03%757,082CommonSOLE
94106L109WMWASTE MGMT INC DEL$84.0M0.03%393,590CommonSOLE
38059T106GFIGOLD FIELDS LTD$83.1M0.03%5,575,289CommonSOLE
03674X106ARANTERO RESOURCES CORP$82.9M0.03%2,541,813CommonSOLE
004498101ACIWACI WORLDWIDE INC$82.3M0.03%2,078,128CommonSOLE
427866108HSYHERSHEY CO$82.1M0.03%446,734CommonSOLE
224408104CRCRANE COMPANY$81.8M0.03%564,441CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$80.1M0.02%475,448CommonSOLE
15135U109CVECENOVUS ENERGY INC$79.2M0.02%4,028,376CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$78.3M0.02%2,085,841CommonSOLE
754907103RYNRAYONIER INC$77.3M0.02%2,656,881CommonSOLE
N20944109CNHCNH INDL N V$77.0M0.02%7,597,815CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$75.0M0.02%1,189,703CommonSOLE
733174700BPOPPOPULAR INC$73.9M0.02%835,311CommonSOLE
428291108HXLHEXCEL CORP NEW$73.4M0.02%1,175,217CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$73.2M0.02%2,158,134CommonSOLE
13321L108CCJCAMECO CORP$73.1M0.02%1,486,277CommonSOLE
059460303BBDBANCO BRADESCO S A$72.8M0.02%32,520,970CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$70.8M0.02%6,376,621CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$70.2M0.02%834,499CommonSOLE
14316J108CGCARLYLE GROUP INC$68.9M0.02%1,715,748CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$68.0M0.02%2,454,968CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$66.9M0.02%1,511,298CommonSOLE
12685J105CABOCABLE ONE INC$66.1M0.02%186,764CommonSOLE
33829M101FIVEFIVE BELOW INC$64.8M0.02%594,805CommonSOLE
338307101FIVNFIVE9 INC$64.3M0.02%1,457,086CommonSOLE
011659109ALKALASKA AIR GROUP INC$64.1M0.02%1,586,779CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$63.5M0.02%2,340,437CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$63.0M0.02%533,344CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$62.4M0.02%384,767CommonSOLE
053774105CARAVIS BUDGET GROUP$61.6M0.02%589,780CommonSOLE
45778Q107NSPINSPERITY INC$60.8M0.02%667,118CommonSOLE
806857108SLBSCHLUMBERGER LTD$60.7M0.02%1,286,389CommonSOLE
655663102NDSNNORDSON CORP$60.4M0.02%260,312CommonSOLE
34354P105FLSFLOWSERVE CORP$59.8M0.02%1,242,684CommonSOLE
346375108FORMFORMFACTOR INC$59.6M0.02%984,460CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$58.5M0.02%4,494,517CommonSOLE
878742204TECKTECK RESOURCES LTD$57.6M0.02%1,201,712CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$57.4M0.02%1,514,129CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$57.0M0.02%2,051,632CommonSOLE
00912X302ALAIR LEASE CORP$56.6M0.02%1,191,820CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$56.4M0.02%1,125,546CommonSOLE
163851108CCCHEMOURS CO$56.3M0.02%2,493,799CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$56.2M0.02%2,446,625CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$56.2M0.02%3,378,498CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$56.1M0.02%1,521,446CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$56.0M0.02%813,107CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$56.0M0.02%3,525,710CommonSOLE
007973100AEISADVANCED ENERGY INDS$55.9M0.02%514,424CommonSOLE
38526M106LOPEGRAND CANYON ED INC$55.8M0.02%399,009CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$54.9M0.02%3,331,327CommonSOLE
05368V106AVNTAVIENT CORPORATION$54.8M0.02%1,254,632CommonSOLE
722304102PDDPDD HOLDINGS INC$54.5M0.02%409,668CommonSOLE
29362U104ENTGENTEGRIS INC$52.2M0.02%385,881CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$52.1M0.02%1,881,960CommonSOLE
887389104TKRTIMKEN CO$51.8M0.02%646,133CommonSOLE
760759100RSGREPUBLIC SVCS INC$51.5M0.02%265,162CommonSOLE
742718109PGPROCTER AND GAMBLE CO$51.3M0.02%311,020CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$51.1M0.02%1,239,907CommonSOLE
387437114GRT-UCADGRANITE REAL ESTATE INVT TR$50.5M0.02%1,018,744CommonSHARED
89055F103BLDTOPBUILD CORP$50.2M0.02%130,262CommonSOLE
M7518J104ODDODDITY TECH LTD$50.0M0.02%1,273,469CommonSOLE
219948106CPAYCORPAY INC$48.8M0.02%183,254CommonSOLE
74736L109QTWOQ2 HLDGS INC$48.6M0.01%804,878CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$48.0M0.01%1,885,364CommonSOLE
03662Q105AKXANSYS INC$46.4M0.01%144,421CommonSOLE
97717P104WTWISDOMTREE INC$46.1M0.01%4,647,220CommonSOLE
30034W106EVRGEVERGY INC$46.0M0.01%869,155CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$45.8M0.01%2,176,999CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$45.7M0.01%648,871CommonSOLE
729132100PLXSPLEXUS CORP$45.0M0.01%436,491CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$44.7M0.01%1,570,179CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$44.6M0.01%460,863CommonSOLE
452327109ILMNILLUMINA INC$44.3M0.01%424,878CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$44.2M0.01%738,237CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$44.1M0.01%627,157CommonSHARED
092113109BKHBLACK HILLS CORP$43.7M0.01%803,237CommonSOLE
97650W108WTFCWINTRUST FINL CORP$43.7M0.01%443,076CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$43.2M0.01%2,081,270CommonSOLE
902788108UMBFUMB FINL CORP$43.2M0.01%517,622CommonSOLE
68235P108OGSONE GAS INC$42.9M0.01%671,421CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$42.7M0.01%526,645CommonSOLE
26856L103ELFE L F BEAUTY INC$42.4M0.01%201,349CommonSOLE
75960P104RELYREMITLY GLOBAL INC$42.3M0.01%3,488,470CommonSOLE
149150104CATYCATHAY GEN BANCORP$42.1M0.01%1,114,993CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$42.0M0.01%1,125,955CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$41.5M0.01%1,354,793CommonSOLE
418056107HASHASBRO INC$41.4M0.01%707,849CommonSOLE
74982T103RXORXO INC$40.5M0.01%1,548,855CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$39.9M0.01%3,461,738CommonSOLE
92343X100VTYVERINT SYS INC$39.8M0.01%1,234,670CommonSOLE
827048109SLGNSILGAN HLDGS INC$39.7M0.01%937,856CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$39.4M0.01%4,204,047CommonSOLE
29605J106ESABESAB CORPORATION$39.4M0.01%416,849CommonSOLE
407497106HLNEHAMILTON LANE INC$39.2M0.01%317,445CommonSOLE
88146M101TRNOTERRENO RLTY CORP$39.1M0.01%660,080CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$39.0M0.01%2,849,126CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$38.9M0.01%586,997CommonSOLE
42226A107HQYHEALTHEQUITY INC$38.9M0.01%451,259CommonSOLE
15687V109CERTCERTARA INC$38.4M0.01%2,773,892CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$38.3M0.01%1,221,647CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$37.8M0.01%618,824CommonSOLE
749685103RPMRPM INTL INC$37.5M0.01%348,574CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$37.5M0.01%1,636,140CommonSOLE
G02602103DOXAMDOCS LTD$37.5M0.01%475,130CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$37.3M0.01%2,887,976CommonSOLE

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.