MondegarAI
TWO SIGMA INVESTMENTS, LP

Q2 2024 · 13F-HR

TWO SIGMA INVESTMENTS, LPholdings as filed

Filed 2024-08-14 · accession 0000919574-24-004663

$43.90B
Reported value
2,989
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2989

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$1.52B3.46%2,790,149CommonSOLE
46090E103QQQINVESCO QQQ TR$448.4M1.02%935,954CommonSOLE
037833100AAPLAPPLE INC$291.1M0.66%1,381,879CommonSOLE
30303M102METAMETA PLATFORMS INC$269.9M0.61%535,298CommonSOLE
594918104MSFTMICROSOFT CORP$265.8M0.61%594,644CommonSOLE
146869102CVNACARVANA CO$262.3M0.60%2,037,385CommonSOLE
833445109SNOWSNOWFLAKE INC$261.5M0.60%1,935,992CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$256.4M0.58%6,174,860CommonSOLE
92826C839VVISA INC$250.3M0.57%953,604CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$248.9M0.57%292,810CommonSOLE
002824100ABTABBOTT LABS$247.3M0.56%2,379,469CommonSOLE
023135106AMZNAMAZON COM INC$245.1M0.56%1,268,326CommonSOLE
770700102HOODROBINHOOD MKTS INC$245.1M0.56%10,790,784CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$243.7M0.56%776,556CommonSOLE
717081103PFEPFIZER INC$243.7M0.56%8,708,422CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$238.3M0.54%798,516CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$237.1M0.54%1,461,768CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$236.6M0.54%427,815CommonSOLE
64110L106NFLXNETFLIX INC$235.9M0.54%349,604CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$234.7M0.53%3,745,848CommonSOLE
67066G104NVDANVIDIA CORPORATION$234.0M0.53%1,894,062CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$231.0M0.53%523,567CommonSOLE
25809K105DASHDOORDASH INC$229.3M0.52%2,108,048CommonSOLE
375558103GILDGILEAD SCIENCES INC$228.7M0.52%3,333,607CommonSOLE
595112103MUMICRON TECHNOLOGY INC$228.7M0.52%1,738,792CommonSOLE
12572Q105CMECME GROUP INC$227.6M0.52%1,157,527CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$227.4M0.52%4,678,953CommonSOLE
34959E109FTNTFORTINET INC$226.3M0.52%3,755,051CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$226.3M0.52%1,552,600CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$224.8M0.51%69,698,000CommonNONE
464287200IVVISHARES TR$224.1M0.51%409,600CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$222.1M0.51%3,055,893CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$221.8M0.51%578,823CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$221.7M0.51%490,198CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$220.0M0.50%3,790,923CommonSOLE
718172109PMPHILIP MORRIS INTL INC$219.1M0.50%2,162,072CommonSOLE
11135F101AVGOBROADCOM INC$217.5M0.50%135,477CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$215.1M0.49%201,997CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$213.1M0.49%488,751CommonSOLE
143658300CCL1EURCARNIVAL CORP$211.7M0.48%11,306,609CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$211.1M0.48%1,195,215CommonSOLE
03831W108APPAPPLOVIN CORP$210.4M0.48%2,528,678CommonSOLE
907818108UNPUNION PAC CORP$209.3M0.48%925,118CommonSOLE
98980G102ZSZSCALER INC$206.8M0.47%1,075,805CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$205.9M0.47%440,817CommonSOLE
532457108LLYELI LILLY & CO$204.4M0.47%225,780CommonSOLE
03073E105CORCENCORA INC$201.7M0.46%895,205CommonSOLE
464287614IWFISHARES TR$199.4M0.45%546,900CommonSOLE
743315103PGRPROGRESSIVE CORP$198.1M0.45%953,746CommonSOLE
72352L106PINSPINTEREST INC$196.6M0.45%4,461,777CommonSOLE
172967424CCITIGROUP INC$191.1M0.44%3,012,024CommonSOLE
148929102CAVACAVA GROUP INC$184.5M0.42%1,989,372CommonSOLE
58933Y105MRKMERCK & CO INC$183.6M0.42%1,483,102CommonSOLE
046353108AZNNASTRAZENECA PLC$178.5M0.41%2,288,489CommonSOLE
30231G102XOMEXXON MOBIL CORP$172.7M0.39%1,500,316CommonSOLE
518439104ELLAUDER ESTEE COS INC$169.8M0.39%1,596,216CommonSOLE
031162100AMGNAMGEN INC$169.4M0.39%542,148CommonSOLE
55354G100MSCIMSCI INC$164.3M0.37%341,037CommonSOLE
369550108GDGENERAL DYNAMICS CORP$163.4M0.37%563,102CommonSOLE
458140100INTCINTEL CORP$160.7M0.37%5,187,321CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$155.6M0.35%331,987CommonSOLE
872540109TJXTJX COS INC NEW$154.3M0.35%1,401,462CommonSOLE
701094104PHPARKER-HANNIFIN CORP$153.0M0.35%302,581CommonSOLE
922908769VTIVANGUARD INDEX FDS$151.7M0.35%567,149CommonSOLE
922908736VUGVANGUARD INDEX FDS$150.6M0.34%402,600CommonSOLE
049468101TEAMATLASSIAN CORPORATION$148.7M0.34%840,413CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$144.9M0.33%652,000PUTSOLE
452327109ILMNILLUMINA INC$144.7M0.33%1,385,994CommonSOLE
78409V104SPGIS&P GLOBAL INC$143.9M0.33%322,663CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$142.8M0.33%1,854,285CommonSOLE
364760108GAPGAP INC$141.7M0.32%5,929,923CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$141.0M0.32%4,222,969CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$138.8M0.32%514,917CommonSOLE
78464A854SPYMSPDR SER TR$136.6M0.31%2,134,500CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$135.0M0.31%1,781,363CommonSOLE
17275R102CSCOCISCO SYS INC$134.2M0.31%2,824,589CommonSOLE
81762P102NOWSERVICENOW INC$130.9M0.30%166,434CommonSOLE
58155Q103MCKMCKESSON CORP$127.6M0.29%218,426CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$125.6M0.29%1,992,241CommonSOLE
974155103WINGWINGSTOP INC$124.0M0.28%293,401CommonSOLE
075887109BDXBECTON DICKINSON & CO$123.9M0.28%530,162CommonSOLE
929740108WABWABTEC$123.4M0.28%780,493CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$121.1M0.28%313,689CommonSOLE
G6683N103NUNU HLDGS LTD$119.7M0.27%9,283,665CommonSOLE
143658300CCL1EURCARNIVAL CORP$117.8M0.27%6,291,900PUTSOLE
629377508NRGNRG ENERGY INC$117.0M0.27%1,502,569CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$115.9M0.26%55,122,000CommonNONE
20825C104COPCONOCOPHILLIPS$115.8M0.26%1,012,490CommonSOLE
83304A106SNAPSNAP INC$115.2M0.26%6,938,093CommonSOLE
94106L109WMWASTE MGMT INC DEL$113.4M0.26%531,684CommonSOLE
58733R102MELIMERCADOLIBRE INC$113.4M0.26%68,989CommonSOLE
87612E106TGTTARGET CORP$113.1M0.26%763,966CommonSOLE
92189F106GDXVANECK ETF TRUST$112.6M0.26%3,318,380CommonSOLE
02209S103MOALTRIA GROUP INC$112.5M0.26%2,469,225CommonSOLE
464287309IVWISHARES TR$111.7M0.25%1,207,200CommonSOLE
631103108NDAQNASDAQ INC$109.6M0.25%1,819,425CommonSOLE
009066101ABNBAIRBNB INC$109.3M0.25%721,100PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$104.6M0.24%462,381CommonSOLE
654106103NKENIKE INC$104.0M0.24%1,380,454CommonSOLE
444859102HUMHUMANA INC$104.0M0.24%278,296CommonSOLE
M7S64H106MNDYMONDAY COM LTD$103.7M0.24%430,847CommonSOLE
760759100RSGREPUBLIC SVCS INC$103.7M0.24%533,626CommonSOLE
832696405SJMSMUCKER J M CO$102.7M0.23%942,165CommonSOLE
125523100CITHE CIGNA GROUP$102.7M0.23%310,734CommonSOLE
351858105FNVFRANCO NEV CORP$99.7M0.23%840,844CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$99.3M0.23%725,603CommonSOLE
013872106AAALCOA CORP$97.6M0.22%2,453,694CommonSOLE
46432F339QUALISHARES TR$96.8M0.22%567,000CommonSOLE
550021109LULULULULEMON ATHLETICA INC$95.6M0.22%320,163CommonSOLE
478160104JNJJOHNSON & JOHNSON$95.0M0.22%649,754CommonSOLE
78464A698KRESPDR SER TR$93.4M0.21%1,902,950CommonSOLE
G29183103ETNEATON CORP PLC$93.2M0.21%297,211CommonSOLE
747525103QCOMQUALCOMM INC$92.4M0.21%463,737CommonSOLE
771049103RBLXROBLOX CORP$90.7M0.21%2,438,293CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$90.5M0.21%532,328CommonSOLE
067901108ABXBARRICK GOLD CORP$88.9M0.20%5,332,147CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$88.7M0.20%7,825,900PUTSOLE
464287432TLTISHARES TR$88.2M0.20%961,400PUTSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$85.6M0.19%541,794CommonSOLE
020002101ALLALLSTATE CORP$85.4M0.19%534,998CommonSOLE
252131107DXCMDEXCOM INC$85.3M0.19%752,323CommonSOLE
205887102CAGCONAGRA BRANDS INC$83.6M0.19%2,942,841CommonSOLE
23804L103DDOGDATADOG INC$83.5M0.19%644,079CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$82.1M0.19%270,632CommonSOLE
780259305SHELSHELL PLC$82.0M0.19%1,135,653CommonSOLE
501044101KRKROGER CO$80.8M0.18%1,618,099CommonSOLE
063671101BMOBANK MONTREAL QUE$80.7M0.18%962,231CommonSOLE
651639106NEMNEWMONT CORP$80.2M0.18%1,915,675CommonSOLE
366651107ITGARTNER INC$80.1M0.18%178,460CommonSOLE
863667101SYKSTRYKER CORPORATION$79.2M0.18%232,638CommonSOLE
30034W106EVRGEVERGY INC$78.6M0.18%1,484,765CommonSOLE
16411R208LNGCHENIERE ENERGY INC$77.8M0.18%444,949CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$77.7M0.18%567,482CommonSOLE
23331A109DHID R HORTON INC$76.7M0.17%544,573CommonSOLE
778296103ROSTROSS STORES INC$76.1M0.17%523,423CommonSOLE
26875P101EOGEOG RES INC$75.9M0.17%602,755CommonSOLE
464287432TLTISHARES TR$75.6M0.17%824,000CALLSOLE
18915M107NETCLOUDFLARE INC$75.3M0.17%909,681CommonSOLE
91912E105VALEVALE S A$75.1M0.17%6,719,889CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$74.5M0.17%721,275CommonSOLE
45167R104IEXIDEX CORP$74.1M0.17%368,294CommonSOLE
949746101WMT2WELLS FARGO CO NEW$73.5M0.17%1,238,127CommonSOLE
464287622IWBISHARES TR$73.4M0.17%246,600CommonSOLE
278865100ECLECOLAB INC$73.1M0.17%307,004CommonSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$73.0M0.17%1,475,000CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$72.1M0.16%733,549CommonSOLE
902973304USBUS BANCORP DEL$72.1M0.16%1,815,891CommonSOLE
69047Q102OVVOVINTIV INC$71.8M0.16%1,530,971CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$71.6M0.16%3,812,400PUTSOLE
422806109HEIHEICO CORP NEW$71.1M0.16%318,040CommonSOLE
N82405106STLASTELLANTIS N.V$70.4M0.16%3,544,688CommonSOLE
891160509TDTORONTO DOMINION BK ONT$70.2M0.16%1,276,627CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$69.9M0.16%676,900PUTSOLE
231021106CMICUMMINS INC$69.8M0.16%252,182CommonSOLE
00130H105AESAES CORP$69.6M0.16%3,963,763CommonSOLE
358039105FRPTFRESHPET INC$69.4M0.16%536,000PUTSOLE
46266C105IQVIQVIA HLDGS INC$68.5M0.16%323,913CommonSOLE
G8068L108SNSHARKNINJA INC$67.9M0.15%903,840CommonSOLE
94419L101WWAYFAIR INC$67.8M0.15%1,284,934CommonSOLE
55087P104LYFTLYFT INC$67.6M0.15%4,793,480CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$67.5M0.15%68,227,000CommonNONE
25754A201DPZDOMINOS PIZZA INC$67.4M0.15%130,513CommonSOLE
302491303FMCFMC CORP$66.9M0.15%1,162,302CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$63.4M0.14%10,855,937CommonSOLE
615369105MCOMOODYS CORP$62.7M0.14%148,883CommonSOLE
90364P105PATHUIPATH INC$62.6M0.14%4,938,952CommonSOLE
29250N105ENBENBRIDGE INC$62.5M0.14%1,756,388CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$62.1M0.14%279,300CommonSOLE
855244109SBUXSTARBUCKS CORP$62.0M0.14%796,378CommonSOLE
N3167Y103RACEFERRARI N V$60.7M0.14%148,553CommonSOLE
N00985106AERAERCAP HOLDINGS NV$60.1M0.14%644,592CommonSOLE
78468R556XOPSPDR SER TR$59.9M0.14%411,624CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$59.8M0.14%110,360CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$59.5M0.14%62,620,000CommonNONE
01741R102ATIATI INC$59.3M0.14%1,069,224CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$59.3M0.14%64,978,000CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$58.4M0.13%1,169,024CommonSOLE
464287556IBBISHARES TR$58.1M0.13%423,407CommonSOLE
69318G106PBFPBF ENERGY INC$57.9M0.13%1,257,176CommonSOLE
75524B203RBC 5 10/15/24 ARBC BEARINGS INC$57.7M0.13%472,125CommonSOLE
87807B107TRPTC ENERGY CORP$57.6M0.13%1,519,782CommonSOLE
464287721IYWISHARES TR$57.3M0.13%380,500CommonSOLE
143130102KMXCARMAX INC$57.0M0.13%777,744CommonSOLE
87043Q108SGSWEETGREEN INC$57.0M0.13%1,891,088CommonSOLE
464286400EWZISHARES INC$56.1M0.13%2,053,200CommonSOLE
902494103TSNTYSON FOODS INC$56.1M0.13%981,387CommonSOLE
29364G103ETRENTERGY CORP NEW$56.1M0.13%523,879CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$56.0M0.13%1,923,225CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$56.0M0.13%1,509,796CommonSOLE
12653C108CNXCNX RES CORP$54.5M0.12%2,240,848CommonSOLE
200340107CMACOMERICA INC$54.5M0.12%1,066,811CommonSOLE
09247X101BLKCHFBLACKROCK INC$54.4M0.12%69,040CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$54.4M0.12%13,720CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$54.3M0.12%2,057,540CommonSOLE
26701L100BROSDUTCH BROS INC$54.0M0.12%1,303,729CommonSOLE
126408103CSXCSX CORP$53.7M0.12%1,605,252CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$53.3M0.12%2,187,055CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$53.0M0.12%2,815,401CommonSOLE
871607107SNPSSYNOPSYS INC$52.8M0.12%88,735CommonSOLE
N07059210ASMLASML HOLDING N V$52.8M0.12%51,629CommonSOLE
500255104KSSKOHLS CORP$52.5M0.12%2,281,651CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$52.4M0.12%2,595,008CommonSOLE
534187109LNCLINCOLN NATL CORP IND$52.3M0.12%1,682,560CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$51.5M0.12%498,811CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$51.0M0.12%123,797CommonSOLE
819047101SHAKSHAKE SHACK INC$50.9M0.12%565,926CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$50.9M0.12%3,793,000PUTSOLE
562750109MANHMANHATTAN ASSOCIATES INC$50.7M0.12%205,678CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$50.5M0.11%574,531CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$50.3M0.11%1,576,017CommonSOLE
466313103JBLJABIL INC$50.2M0.11%461,492CommonSOLE
69370C100PTCPTC INC$50.1M0.11%275,737CommonSOLE
09062X103BIIBBIOGEN INC$49.4M0.11%212,899CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$49.1M0.11%1,624,944CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$49.0M0.11%1,028,142CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$48.9M0.11%48,873,000CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$48.8M0.11%996,081CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$48.2M0.11%1,032,644CommonSOLE
46982L108JJACOBS SOLUTIONS INC$47.6M0.11%340,441CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$47.3M0.11%46,353,000CommonNONE
26614N102DDDUPONT DE NEMOURS INC$47.1M0.11%585,135CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$46.7M0.11%3,037,477CommonSOLE
122017106BURLBURLINGTON STORES INC$46.6M0.11%194,000PUTSOLE
37954Y871URAGLOBAL X FDS$46.3M0.11%1,600,000CommonSOLE
031100100AMEAMETEK INC$45.9M0.10%275,446CommonSOLE
149123101CATCATERPILLAR INC$45.8M0.10%137,583CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$45.7M0.10%1,135,180CommonSOLE
74736K101QRVOQORVO INC$45.2M0.10%389,179CommonSOLE
000899104ADMAADMA BIOLOGICS INC$45.0M0.10%4,027,600CommonSOLE
358039105FRPTFRESHPET INC$45.0M0.10%348,005CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$45.0M0.10%1,459,110CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$44.8M0.10%212,750CommonSOLE
055622104BPBP PLC$44.5M0.10%1,233,077CommonSOLE
172908105CTASCINTAS CORP$44.3M0.10%63,283CommonSOLE
00766T100ACMAECOM$43.7M0.10%495,822CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$43.7M0.10%2,324,115CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$43.6M0.10%215,478CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$43.5M0.10%529,677CommonSOLE
922280102VRNSVARONIS SYS INC$43.5M0.10%906,921CommonSOLE
42809H107HESHESS CORP$43.3M0.10%293,561CommonSOLE
98389B100XELXCEL ENERGY INC$43.2M0.10%808,378CommonSOLE
00123Q104AGNCAGNC INVT CORP$43.0M0.10%4,502,471CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$42.5M0.10%129,203CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$42.3M0.10%1,906,578CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$42.3M0.10%1,109,007CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$42.1M0.10%486,716CommonSOLE
892672106TWTRADEWEB MKTS INC$41.9M0.10%395,705CommonSOLE
G89479102TRMDTORM PLC$41.4M0.09%1,068,753CommonSOLE
861012102STMSTMICROELECTRONICS N V$41.1M0.09%1,045,414CommonSOLE
819047101SHAKSHAKE SHACK INC$40.8M0.09%453,500PUTSOLE
57060D108MKTXMARKETAXESS HLDGS INC$40.8M0.09%203,346CommonSOLE
04010L103ARCCARES CAPITAL CORP$40.2M0.09%1,930,736CommonSOLE
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$40.2M0.09%34,930,000CommonNONE
34959J108FTVFORTIVE CORP$40.2M0.09%541,924CommonSOLE
G39108108GTESGATES INDL CORP PLC$40.1M0.09%2,537,965CommonSOLE
61945C103MOSMOSAIC CO NEW$40.1M0.09%1,387,342CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$40.0M0.09%426,600PUTSOLE
74624M102PPURE STORAGE INC$39.8M0.09%619,618CommonSOLE
55024U109LITELUMENTUM HLDGS INC$39.6M0.09%777,900PUTSOLE
693506107PPGPPG INDS INC$39.4M0.09%312,800CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$39.3M0.09%261,501CommonSOLE
980745103WWDWOODWARD INC$39.3M0.09%225,539CommonSOLE
91913Y100VLOVALERO ENERGY CORP$39.3M0.09%250,674CommonSOLE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$38.9M0.09%20,200,000CommonNONE
941848103WATWATERS CORP$38.4M0.09%132,284CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$38.4M0.09%434,500CommonSOLE
05464C101AXONAXON ENTERPRISE INC$38.3M0.09%130,063CommonSOLE
816850101SMTCSEMTECH CORP$37.9M0.09%1,268,719CommonSOLE
450913108IAGIAMGOLD CORP$37.8M0.09%10,069,253CommonSOLE
093712107BEBLOOM ENERGY CORP$37.8M0.09%3,084,789CommonSOLE
493267108KEYKEYCORP$37.6M0.09%2,648,420CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$37.5M0.09%742,355CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$37.5M0.09%2,320,835CommonSOLE
N5749R1002GHMERUS N V$37.5M0.09%633,227CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$37.3M0.09%26,710CommonSOLE
52110M109LAZLAZARD INC$37.3M0.09%977,690CommonSOLE
G25508105CRHCRH PLC$37.2M0.08%496,008CommonSOLE
M98068105WIXWIX COM LTD$37.0M0.08%232,793CommonSOLE
11777Q209BTGB2GOLD CORP$36.8M0.08%13,622,053CommonSOLE
29355A107ENPHENPHASE ENERGY INC$36.7M0.08%368,556CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$36.6M0.08%582,004CommonSOLE
14174T107CTRECARETRUST REIT INC$36.5M0.08%1,455,212CommonSOLE
751212101RLRALPH LAUREN CORP$36.4M0.08%208,108CommonSOLE
231561101CWCURTISS WRIGHT CORP$36.3M0.08%134,102CommonSOLE
438516106HONHONEYWELL INTL INC$36.3M0.08%169,979CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$36.2M0.08%1,909,600PUTSOLE
040413106ANETEURARISTA NETWORKS INC$36.1M0.08%102,893CommonSOLE
632307104NTRANATERA INC$35.9M0.08%331,975CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$35.9M0.08%1,418,120CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$35.9M0.08%2,022,204CommonSOLE
496902404KGCKINROSS GOLD CORP$35.7M0.08%4,291,259CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$35.6M0.08%158,425CommonSOLE
233051879ASHRDBX ETF TR$35.4M0.08%1,500,000CommonSOLE
546347105LPXLOUISIANA PAC CORP$35.3M0.08%428,636CommonSOLE
M20791105CAMTCAMTEK LTD$35.3M0.08%281,603CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$35.2M0.08%1,029,092CommonSOLE
816850101SMTCSEMTECH CORP$35.0M0.08%1,171,600PUTSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$35.0M0.08%36,100,000CommonNONE
04351P101ASNDUSDASCENDIS PHARMA A/S$34.8M0.08%255,320CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$34.8M0.08%346,875CommonSOLE
464287101OEFISHARES TR$34.7M0.08%131,400CommonSOLE
Q4982L109IRENIRIS ENERGY LTD$34.7M0.08%3,075,493CommonSOLE
67059N108NTNXNUTANIX INC$34.6M0.08%608,902CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$34.4M0.08%423,109CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$34.3M0.08%274,557CommonSOLE
M46528101FROFRONTLINE PLC$34.3M0.08%1,329,986CommonSOLE
91529Y106UNMUNUM GROUP$34.0M0.08%665,926CommonSOLE
59156R108METMETLIFE INC$33.7M0.08%480,058CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$33.6M0.08%714,800CommonSOLE
94419L101WWAYFAIR INC$33.5M0.08%635,500PUTSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$33.2M0.08%1,447,297CommonSOLE
92343E102VRSNVERISIGN INC$32.8M0.07%184,566CommonSOLE
G491BT108IVZINVESCO LTD$32.7M0.07%2,187,628CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$32.7M0.07%29,588,000CommonNONE
131193AE4CALY 2.75 05/01/26TOPGOLF CALLAWAY BRANDS CORP$32.6M0.07%29,495,000CommonNONE
134429109CPBCAMPBELL SOUP CO$32.6M0.07%721,518CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$32.6M0.07%31,500,000CommonNONE
008492100ADCAGREE RLTY CORP$32.4M0.07%523,857CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$32.4M0.07%184,979CommonSOLE
88080T104WULFTERAWULF INC$31.7M0.07%7,122,489CommonSOLE
574795100MASIMASIMO CORP$31.6M0.07%250,956CommonSOLE
453204109PIIMPINJ INC$31.6M0.07%201,275CommonSOLE
98419M100XYLXYLEM INC$31.5M0.07%232,386CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$31.3M0.07%481,410CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$31.1M0.07%181,141CommonSOLE
109641100EATBRINKER INTL INC$31.1M0.07%428,984CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$31.0M0.07%623,949CommonSOLE
565394103CARTMAPLEBEAR INC$31.0M0.07%963,771CommonSOLE
136385101CNQCANADIAN NAT RES LTD$31.0M0.07%869,474CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$30.9M0.07%267,713CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$30.7M0.07%214,808CommonSOLE
368736104GNRCGENERAC HLDGS INC$30.5M0.07%230,814CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$30.4M0.07%323,874CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$30.2M0.07%29,965,000CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$30.1M0.07%960,086CommonSOLE
G0176J109ALLEALLEGION PLC$30.1M0.07%254,657CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$30.0M0.07%375,791CommonSOLE
5168062058LP1VITAL ENERGY INC$30.0M0.07%668,908CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$29.9M0.07%30,913CommonSOLE
830566105SKAASKECHERS U S A INC$29.9M0.07%432,324CommonSOLE
78464A870XBISPDR SER TR$29.8M0.07%321,400CommonSOLE
70202L102PSNPARSONS CORP DEL$29.4M0.07%359,540CommonSOLE
576485205MTDRMATADOR RES CO$29.3M0.07%491,975CommonSOLE
65290E101NXTNEXTRACKER INC$29.1M0.07%621,159CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$29.0M0.07%805,182CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$29.0M0.07%1,146,124CommonSOLE
579780206MKCMCCORMICK & CO INC$28.8M0.07%406,132CommonSOLE
N72482149QIAGEN NV$28.6M0.07%696,467CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$28.5M0.07%579,227CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$28.4M0.06%620,955CommonSOLE
26210C104DBXDROPBOX INC$28.3M0.06%1,260,700PUTSOLE
127190304CACICACI INTL INC$28.2M0.06%65,542CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$28.0M0.06%340,450CommonSOLE
47215P106JDJD.COM INC$28.0M0.06%1,084,195CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$27.9M0.06%137,112CommonSOLE
655664100JWNUSDNORDSTROM INC$27.7M0.06%1,305,420CommonSOLE
447011107HUNHUNTSMAN CORP$27.6M0.06%1,212,877CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$27.2M0.06%132,900CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$27.1M0.06%82,383CommonSOLE
37959E102GLGLOBE LIFE INC$27.1M0.06%329,704CommonSOLE
687793109OSCROSCAR HEALTH INC$26.9M0.06%1,698,200CommonSOLE
759916109RGENREPLIGEN CORP$26.9M0.06%213,096CommonSOLE
81141R100SESEA LTD$26.8M0.06%374,616CommonSOLE
95058W100WENWENDYS CO$26.4M0.06%1,556,404CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$26.2M0.06%706,200PUTSOLE
G3223R108EGEVEREST GROUP LTD$26.1M0.06%68,432CommonSOLE
857477103STTSTATE STR CORP$26.0M0.06%351,993CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$26.0M0.06%24,810,000CommonNONE
44952J104CRGYCRESCENT ENERGY COMPANY$26.0M0.06%2,190,780CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$25.8M0.06%186,577CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$25.8M0.06%1,642,826CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$25.7M0.06%891,843CommonSOLE
133131102CPTCAMDEN PPTY TR$25.6M0.06%234,753CommonSOLE
69351T106PPLPPL CORP$25.6M0.06%925,700PUTSOLE
70614W100PTONPELOTON INTERACTIVE INC$25.6M0.06%7,566,576CommonSOLE
379577208GMEDGLOBUS MED INC$25.6M0.06%373,310CommonSOLE
482480100KLACKLA CORP$25.5M0.06%30,982CommonSOLE
56501R106MFCMANULIFE FINL CORP$25.5M0.06%957,815CommonSOLE
89531P105TREXTREX CO INC$25.4M0.06%342,183CommonSOLE
26603R106DUOLDUOLINGO INC$25.3M0.06%121,341CommonSOLE
45168D104IDXXIDEXX LABS INC$25.2M0.06%51,792CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$25.1M0.06%612,804CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$25.1M0.06%278,710CommonSOLE
314211103FHIFEDERATED HERMES INC$25.0M0.06%761,719CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$25.0M0.06%102,918CommonSOLE
880770102TERTERADYNE INC$25.0M0.06%168,607CommonSOLE
090043100BILLBILL HOLDINGS INC$25.0M0.06%474,495CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$25.0M0.06%476,238CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$24.8M0.06%131,333CommonSOLE
443628102HBMHUDBAY MINERALS INC$24.7M0.06%2,730,756CommonSOLE
20717M1038QRCONFLUENT INC$24.6M0.06%834,186CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$24.4M0.06%865,597CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$24.4M0.06%1,549,240CommonSOLE
91332U101UUNITY SOFTWARE INC$24.4M0.06%1,501,677CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$24.3M0.06%785,684CommonSOLE
498894104KNFKNIFE RIVER CORP$24.3M0.06%346,067CommonSOLE
903731107ULSUL SOLUTIONS INC$24.3M0.06%575,227CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$24.2M0.06%1,361,128CommonSOLE
98978V103ZTSZOETIS INC$24.1M0.05%138,818CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$24.0M0.05%142,279CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$23.9M0.05%131,003CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$23.9M0.05%150,000PUTSOLE
G5960L103MDTMEDTRONIC PLC$23.8M0.05%302,446CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$23.7M0.05%262,329CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$23.6M0.05%717,000PUTSOLE
112463302BKD 7 11/15/25BROOKDALE SR LIVING INC$23.6M0.05%254,000CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$23.5M0.05%575,810CommonSOLE
62944T105NVRNVR INC$23.5M0.05%3,100CommonSOLE
40131M109GHGUARDANT HEALTH INC$23.5M0.05%814,523CommonSOLE
74758T303QLYSQUALYS INC$23.4M0.05%164,260CommonSOLE
192108504CDECOEUR MNG INC$23.4M0.05%4,157,411CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$23.4M0.05%568,309CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$23.3M0.05%178,419CommonSOLE
G39637205GOGLGOLDEN OCEAN GROUP LTD$23.3M0.05%1,688,852CommonSOLE
011532108AGIALAMOS GOLD INC NEW$23.1M0.05%1,472,285CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$22.9M0.05%136,859CommonSOLE
78464A797KBESPDR SER TR$22.9M0.05%494,600CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$22.8M0.05%313,600PUTSOLE
018581AN8BFH 4.25 06/15/28BREAD FINANCIAL HOLDINGS INC$22.6M0.05%17,000,000CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$22.6M0.05%278,597CommonSOLE
268150109DTDYNATRACE INC$22.5M0.05%503,846CommonSOLE
65473P105NINISOURCE INC$22.5M0.05%782,031CommonSOLE
872590104TMUST-MOBILE US INC$22.5M0.05%127,459CommonSOLE
55024U109LITELUMENTUM HLDGS INC$22.3M0.05%437,858CommonSOLE
902788108UMBFUMB FINL CORP$22.2M0.05%265,665CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$21.9M0.05%225,900CommonSOLE
291011104EMREMERSON ELEC CO$21.8M0.05%197,920CommonSOLE
64110W102NTESNETEASE INC$21.8M0.05%227,741CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$21.8M0.05%73,190CommonSOLE
163851108CCCHEMOURS CO$21.8M0.05%963,970CommonSOLE
Y2106R110LPGDORIAN LPG LTD$21.7M0.05%516,795CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$21.6M0.05%19,627,000CommonNONE
670703107NUVLNUVALENT INC$21.4M0.05%282,662CommonSOLE
888787108TOSTTOAST INC$21.4M0.05%829,257CommonSOLE
589889104MMSIMERIT MED SYS INC$21.3M0.05%248,159CommonSOLE
G6674U108NVCRNOVOCURE LTD$21.3M0.05%1,244,164CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$21.3M0.05%809,093CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$21.3M0.05%973,312CommonSOLE
497266106KEXKIRBY CORP$21.2M0.05%177,288CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$21.2M0.05%604,548CommonSOLE
929160109VMCVULCAN MATLS CO$21.2M0.05%85,137CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$21.1M0.05%2,340,186CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$21.1M0.05%70,463CommonSOLE
929089100VOYAVOYA FINANCIAL INC$21.0M0.05%295,666CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$20.8M0.05%4,773,032CommonSOLE
07831C103BRBRBELLRING BRANDS INC$20.7M0.05%362,285CommonSOLE
644535106NGDNNEW GOLD INC CDA$20.7M0.05%10,601,042CommonSOLE
G7S00T104PNRPENTAIR PLC$20.7M0.05%269,610CommonSOLE
349942102FSMFORTUNA MNG CORP$20.6M0.05%4,214,074CommonSOLE
78349D107RXSTRXSIGHT INC$20.6M0.05%341,916CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.5M0.05%37,600CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.5M0.05%37,600PUTSOLE
06738E204BCSBARCLAYS PLC$20.5M0.05%1,910,185CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$20.4M0.05%3,092,900PUTSOLE
464287192IYTISHARES TR$20.4M0.05%312,300CommonSOLE
29605J106ESABESAB CORPORATION$20.3M0.05%215,214CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$20.3M0.05%22,650,000CommonNONE
92939U106WECWEC ENERGY GROUP INC$20.3M0.05%258,300CommonSOLE
594972408MSTRMICROSTRATEGY INC$20.1M0.05%14,600PUTSOLE
440452100HRLHORMEL FOODS CORP$19.9M0.05%653,646CommonSOLE
H50430232LOGILOGITECH INTL S A$19.9M0.05%205,563CommonSOLE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$19.8M0.05%686,552CommonSOLE
05465C100AXAXOS FINANCIAL INC$19.7M0.04%344,795CommonSOLE
82710M100SILKUSDSILK RD MED INC$19.7M0.04%727,923CommonSOLE
254687106DISDISNEY WALT CO$19.6M0.04%197,599CommonSOLE
69349H107TXNMPNM RES INC$19.6M0.04%529,020CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$19.5M0.04%1,118,300PUTSOLE
464287739IYRISHARES TR$19.4M0.04%221,636CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$19.3M0.04%12,500,000CommonNONE
830940102SKWDSKYWARD SPECIALTY INS GROUP$19.3M0.04%533,693CommonSOLE
487836108KKELLANOVA$19.3M0.04%333,814CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$19.2M0.04%251,724CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$19.2M0.04%80,397CommonSOLE
922908553VNQVANGUARD INDEX FDS$19.1M0.04%228,536CommonSOLE
92846Q107COCOVITA COCO CO INC$19.1M0.04%686,616CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$19.1M0.04%328,745CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$19.1M0.04%930,947CommonSOLE
00187Y100APGAPI GROUP CORP$18.9M0.04%503,373CommonSOLE
036752103ELVELEVANCE HEALTH INC$18.9M0.04%34,931CommonSOLE
57142B104MQMARQETA INC$18.9M0.04%3,449,442CommonSOLE
260003108DOVDOVER CORP$18.9M0.04%104,700CommonSOLE
608190104MHKMOHAWK INDS INC$18.8M0.04%165,868CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$18.8M0.04%295,400CommonSOLE
76680R206RNGRINGCENTRAL INC$18.7M0.04%662,208CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$18.6M0.04%135,282CommonSOLE
16679L109CHWYCHEWY INC$18.6M0.04%682,080CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$18.6M0.04%829,285CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$18.6M0.04%19,178,000CommonNONE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$18.5M0.04%19,864,000CommonNONE
91688F104UPWKUPWORK INC$18.4M0.04%1,711,852CommonSOLE
98138H101WDAYWORKDAY INC$18.4M0.04%82,278CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$18.4M0.04%317,177CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$18.3M0.04%309,643CommonSOLE
780287108RGLDROYAL GOLD INC$18.3M0.04%146,048CommonSOLE
45784P101PODDINSULET CORP$18.2M0.04%89,952CommonSOLE
204166102CVLTCOMMVAULT SYS INC$18.1M0.04%148,866CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$18.1M0.04%18,000,000CommonNONE
090040106BILIBILIBILI INC$18.1M0.04%1,170,097CommonSOLE
N14506104ESTCELASTIC N V$18.0M0.04%157,901CommonSOLE
372303206GMABGENMAB A/S$17.8M0.04%709,581CommonSOLE

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.