MondegarAI
DnB Asset Management AS

Q2 2024 · 13F-HR

DnB Asset Management ASholdings as filed

Filed 2024-07-05 · accession 0000950123-24-006384

$20.96B
Reported value
708
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 708

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.64B7.81%3,663,704CommonSHARED
02079K305GOOGLAlphabet Inc - A$1.35B6.43%7,402,341CommonSHARED
67066G104NVDANvidia Corp$1.15B5.46%9,271,440CommonSHARED
023135106AMZNAmazon.Com Inc$978.5M4.67%5,063,471CommonSHARED
037833100AAPLApple Inc$894.0M4.27%4,244,715CommonSHARED
30303M102METAMeta Platforms Inc$842.9M4.02%1,671,678CommonSHARED
958102105WDCWestern Digital Corp$595.4M2.84%7,857,586CommonSHARED
92826C839VVisa Inc$520.0M2.48%1,981,301CommonSHARED
57636Q104MAMastercard Inc$425.9M2.03%965,361CommonSHARED
001082411Check Point Software Technologies Ltd$354.8M1.69%2,150,241CommonSHARED
532457108LLYEli Lilly & Co$326.1M1.56%360,192CommonSHARED
46625H100JPMJPMorgan Chase & Co$251.8M1.20%1,244,777CommonSHARED
874039100TSMTaiwan Semiconductor-Sp Adr$239.8M1.14%1,379,505CommonSHARED
68389X105ORCLOracle Corp$234.6M1.12%1,661,481CommonSHARED
285512109EAElectronic Arts Inc$233.3M1.11%1,674,449CommonSHARED
874054109TTWOTake-Two Interactive Software Inc$218.7M1.04%1,406,841CommonSHARED
11135F101AVGOBroadcom Inc$214.8M1.02%133,767CommonSHARED
226718104CRTOCriteo Sa-Spon Adr$204.1M0.97%5,411,610CommonSHARED
478160104JNJJohnson & Johnson$198.5M0.95%1,358,038CommonSHARED
79466L302CRMSalesforce Inc$176.7M0.84%687,231CommonSHARED
458140100INTCIntel Corp$176.1M0.84%5,686,576CommonSHARED
02079K107GOOGAlphabet Inc - C$156.7M0.75%854,075CommonSHARED
872590104TMUST-Mobile US Inc$154.1M0.74%874,762CommonSHARED
060505104BACBank Of America Corp$148.9M0.71%3,743,516CommonSHARED
88160R101TSLATesla Inc$148.2M0.71%748,860CommonSHARED
004432874Chubb Ltd$144.2M0.69%565,408CommonSHARED
64110L106NFLXNetflix Inc$133.8M0.64%198,326CommonSHARED
00724F101ADBEAdobe Inc$133.6M0.64%240,451CommonSHARED
91324P102UNHUnitedhealth Group Inc$127.2M0.61%249,698CommonSHARED
81762P102NOWServiceNow Inc$125.9M0.60%160,056CommonSHARED
30231G102XOMExxon Mobil Corp$125.4M0.60%1,088,931CommonSHARED
40434L105HPQHP Inc$121.7M0.58%3,474,947CommonSHARED
084670702BRK/BBerkshire Hathaway Inc$117.5M0.56%288,815CommonSHARED
78409V104SPGIS&P Global Inc$113.4M0.54%254,287CommonSHARED
23804L103DDOGDatadog Inc$109.9M0.52%847,600CommonSHARED
883556102TMOThermo Fisher Scientific Inc$108.0M0.52%195,347CommonSHARED
69370C100PTCPTC Inc$103.5M0.49%569,621CommonSHARED
595112103MUMicron Technology Inc$95.7M0.46%727,910CommonSHARED
713448108PEPPepsiCo Inc$91.1M0.43%552,537CommonSHARED
00287Y109ABBVAbbVie Inc$90.1M0.43%525,526CommonSHARED
617446448MSMorgan Stanley$89.9M0.43%924,790CommonSHARED
00BTN1Y11Medtronic Plc$86.2M0.41%1,095,318CommonSHARED
58933Y105MRKMerck & Co Inc$84.4M0.40%681,555CommonSHARED
09061G101BMRNBiomarin Pharmaceutical Inc$84.1M0.40%1,021,054CommonSHARED
291011104EMREmerson Electric Co$82.9M0.40%752,487CommonSHARED
437076102HDHome Depot Inc/The$80.7M0.38%234,291CommonSHARED
444859102HUMHumana Inc$80.3M0.38%214,877CommonSHARED
92532F100VRTXVertex Pharmaceuticals Inc$78.1M0.37%166,722CommonSHARED
17275R102CSCOCisco Systems Inc$76.7M0.37%1,614,425CommonSHARED
65339F101NEENextEra Energy Inc$73.7M0.35%1,040,253CommonSHARED
742718109PGProcter & Gamble Co/The$71.3M0.34%432,376CommonSHARED
166764100CVXChevron Corp$69.9M0.33%446,818CommonSHARED
83088M102SWKSSkyworks Solutions Inc$69.2M0.33%649,125CommonSHARED
58733R102MELIMercadolibre Inc$65.3M0.31%39,749CommonSHARED
98138H101WDAYWorkday Inc$65.2M0.31%291,799CommonSHARED
38141G104GSGoldman Sachs Group Inc/The$65.2M0.31%144,088CommonSHARED
007903107AMDAdvanced Micro Devices inc$64.2M0.31%395,777CommonSHARED
194162103CLColgate-Palmolive Co$63.8M0.30%657,519CommonSHARED
042735100ARWArrow Electronics Inc$63.0M0.30%521,302CommonSHARED
25278X109FANGDiamondback Energy Inc$62.5M0.30%312,109CommonSHARED
22160K105COSTCostco Wholesale Corp$62.5M0.30%73,502CommonSHARED
882508104TXNTexas Instruments Inc$61.5M0.29%315,929CommonSHARED
369604301GEGeneral Electric Co$60.2M0.29%378,437CommonSHARED
243537107DECKDeckers Outdoor$58.1M0.28%60,018CommonSHARED
032095101APHAmphenol Corp$56.1M0.27%832,028CommonSHARED
038222105AMATApplied Materials Inc$55.3M0.26%234,519CommonSHARED
002824100ABTAbbott Laboratories$54.8M0.26%526,909CommonSHARED
747525103QCOMQualcomm Inc$54.5M0.26%273,714CommonSHARED
191216100KOCoca-Cola Co/The$51.4M0.25%807,282CommonSHARED
29355A107ENPHEnphase Energy Inc$51.0M0.24%511,890CommonSHARED
09247X101BLKCHFBlackrock Inc$50.6M0.24%64,314CommonSHARED
G93A5A101VIKViking Holdings Ltd$49.9M0.24%1,467,660CommonSHARED
931142103WMTWalMart Inc$48.5M0.23%716,833CommonSHARED
98980G102ZSZscaler Inc$48.2M0.23%250,615CommonSHARED
031162100AMGNAmgen Inc$47.5M0.23%152,124CommonSHARED
907818108UNPUnion Pacific Corp$45.3M0.22%200,243CommonSHARED
806857108SLBSchlumberger Nv$44.8M0.21%949,442CommonSHARED
512807108LRCXEURLam Research Corp$44.4M0.21%41,705CommonSHARED
237266101DARDarling Ingredients Inc$43.3M0.21%1,178,568CommonSHARED
235851102DHRDanaher Corp$43.1M0.21%172,594CommonSHARED
988498101YUMYum! Brands Inc$41.0M0.20%309,458CommonSHARED
70614W100PTONPeloton Interactive Inc$40.9M0.20%12,130,553CommonSHARED
717081103PFEPfizer Inc$40.4M0.19%1,444,525CommonSHARED
576323109MTZMasTec Inc$40.4M0.19%377,430CommonSHARED
45866F104ICEIntercontinental Exchange Inc$40.0M0.19%292,388CommonSHARED
20825C104COPConocoPhillips$39.2M0.19%342,674CommonSHARED
125523100CICigna Corp$38.9M0.19%117,727CommonSHARED
244199105DEDeere & Co$38.8M0.19%103,943CommonSHARED
000S9YS76Linde PLC$38.4M0.18%87,534CommonSHARED
90353T100UBERUber Technologies Inc$38.3M0.18%526,952CommonSHARED
036752103ELVElevance Health Inc$38.3M0.18%70,649CommonSHARED
37637K108GTLBGitlab Inc$37.9M0.18%761,293CommonSHARED
228368106CCKCrown Holdings Inc$37.6M0.18%505,981CommonSHARED
482480100KLACKla Corp$37.4M0.18%45,387CommonSHARED
46120E602ISRGIntuitive Surgical Inc$37.2M0.18%83,633CommonSHARED
86771W105RUNSunrun Inc$37.0M0.18%3,121,829CommonSHARED
92343V104VZVerizon Communications Inc$36.8M0.18%893,341CommonSHARED
172967424CCitigroup Inc$36.5M0.17%574,521CommonSHARED
459200101IBMInternational Business Machines Corp$35.8M0.17%207,158CommonSHARED
459506101IFFInternational Flavors & Fragrances Inc$35.6M0.17%373,518CommonSHARED
808513105SCHWCharles Schwab Corp/The$35.1M0.17%476,884CommonSHARED
949746101WMT2Wells Fargo & Co$34.7M0.17%584,564CommonSHARED
053015103ADPAutomatic Data Processing Inc$34.4M0.16%144,258CommonSHARED
75886F107REGNRegeneron Pharmaceuticals Inc$34.1M0.16%32,430CommonSHARED
518439104ELEstee Lauder Cos Inc/The$33.1M0.16%311,386CommonSHARED
452308109ITWIllinois Tool Works Inc$32.9M0.16%138,854CommonSHARED
42824C109HPEHewlett Packard Enterprise Co$32.4M0.15%1,529,145CommonSHARED
00B8KQN82Eaton Corp PLC$32.2M0.15%102,739CommonSHARED
00B4BNMY3Accenture Plc$32.2M0.15%105,967CommonSHARED
842587107SOSouthern Co/The$31.9M0.15%411,231CommonSHARED
09260D107BXBlackstone Inc$31.6M0.15%255,204CommonSHARED
701094104PHParker-Hannifin Corp$31.5M0.15%62,359CommonSHARED
580135101MCDMcdonald's Corp$31.0M0.15%121,459CommonSHARED
461202103INTUIntuit Inc$30.9M0.15%46,968CommonSHARED
517834107LVSLas Vegas Sands Corp$30.8M0.15%696,033CommonSHARED
254687106DISWalt Disney Co/The$30.2M0.14%303,802CommonSHARED
025816109AXPAmerican Express Co$30.1M0.14%129,903CommonSHARED
893641100TDGTransDigm Group Inc$29.7M0.14%23,219CommonSHARED
49177J102KVUEKenvue Inc$29.0M0.14%1,597,085CommonSHARED
697435105PANWPalo Alto Networks Inc$28.8M0.14%84,843CommonSHARED
126408103CSXCSX Corp$28.3M0.14%847,390CommonSHARED
110122108BMYBristol-Myers Squibb Co$27.7M0.13%668,137CommonSHARED
40412C101HCAHca Healthcare Inc$27.1M0.13%84,217CommonSHARED
070830104BBWIBath & Body Works Inc$26.6M0.13%680,627CommonSHARED
911312106UPSUnited Parcel Service Inc$26.3M0.13%191,984CommonSHARED
871607107SNPSSynopsys Inc$26.2M0.13%44,058CommonSHARED
127387108CDNSCadence Design Systems Inc$26.2M0.13%85,156CommonSHARED
09857L108BKNGBooking Holdings Inc$25.9M0.12%6,546CommonSHARED
20030N101CMCSAComcast Corp$25.7M0.12%657,503CommonSHARED
902973304USBUs Bancorp$24.7M0.12%623,124CommonSHARED
172908105CTASCintas Corp$24.5M0.12%34,942CommonSHARED
G9460G101VALValaris Ltd$24.4M0.12%327,975CommonSHARED
00486H105ADTNAdtran Inc$24.4M0.12%4,631,848CommonSHARED
911363109URIUnited Rentals Inc$23.7M0.11%36,606CommonSHARED
00206R102TAT&T Inc$23.5M0.11%1,227,698CommonSHARED
172755100CRUSCirrus Logic Inc$23.3M0.11%182,139CommonSHARED
416515104HIGHartford Financial Services Group Inc$22.8M0.11%227,018CommonSHARED
571748102MRSHMarsh & Mclennan Cos Inc$22.6M0.11%107,223CommonSHARED
94106L109WMWaste Management Inc$22.5M0.11%105,463CommonSHARED
654106103NKENike Inc$22.5M0.11%298,189CommonSHARED
22788C105CRWDCrowdstrike Holdings Inc$22.4M0.11%58,484CommonSHARED
00BM9HZ11Arcadium Lithium PLC$22.3M0.11%6,653,642CommonSHARED
872540109TJXTJX Cos Inc$21.8M0.10%198,049CommonSHARED
28176E108EWEdwards Lifesciences Corp$21.7M0.10%235,311CommonSHARED
26875P101EOGEOG Resources Inc$21.2M0.10%168,630CommonSHARED
00BJVNSS4Ferguson PLC$21.2M0.10%109,536CommonSHARED
548661107LOWLowe's Cos Inc$21.1M0.10%95,534CommonSHARED
48251W104KKRKkr & Co Inc$20.9M0.10%199,057CommonSHARED
682189105ONON Semiconductor Corp$20.7M0.10%302,669CommonSHARED
824348106SHWSherwin-Williams Co/The$20.6M0.10%69,107CommonSHARED
743315103PGRProgressive Corp$20.6M0.10%98,942CommonSHARED
29082A107EMBJEmbraer SA ADR$20.3M0.10%787,715CommonSHARED
693475105PNCPnc Financial Services Group Inc/The$20.3M0.10%130,410CommonSHARED
040413106ANETEURArista Networks Inc$20.2M0.10%57,641CommonSHARED
032654105ADIAnalog Devices Inc$20.1M0.10%87,981CommonSHARED
375558103GILDGilead Sciences Inc$20.0M0.10%290,803CommonSHARED
863667101SYKStryker Corp$19.5M0.09%57,318CommonSHARED
86800U104SMCIUSDSuper Micro Computer Inc$19.4M0.09%23,650CommonSHARED
03027X100AMTAmerican Tower Corp$19.4M0.09%99,576CommonSHARED
101137107BSXBoston Scientific Corp$19.2M0.09%249,853CommonSHARED
693718108PCARPaccar Inc$19.2M0.09%186,831CommonSHARED
03769M106APOApollo Global Management Inc$18.5M0.09%156,293CommonSHARED
00BK9ZQ96Trane Technologies Plc$18.3M0.09%55,563CommonSHARED
58155Q103MCKMckesson Corp$18.2M0.09%31,132CommonSHARED
31428X106FDXFedex Corp$18.1M0.09%60,233CommonSHARED
231021106CMICummins Inc$18.0M0.09%64,852CommonSHARED
443510607HUBBHubbell Inc$17.8M0.09%48,765CommonSHARED
74340W103PLDPrologis Inc$17.8M0.08%158,526CommonSHARED
609207105MDLZMondelez International Inc$17.0M0.08%260,365CommonSHARED
89677Q107TCOMTrip.com Group Ltd$16.7M0.08%355,200CommonSHARED
24703L202DELLDell Technologies Inc$16.5M0.08%119,708CommonSHARED
14040H105COFCapital One Financial Corp$16.4M0.08%118,518CommonSHARED
075887109BDXBecton Dickinson And Co$16.4M0.08%70,008CommonSHARED
252131107DXCMDexCom Inc$16.3M0.08%144,192CommonSHARED
00BZ3CNK8Torm PLC$16.3M0.08%419,303CommonSHARED
655844108NSCNorfolk Southern Corp$15.2M0.07%70,948CommonSHARED
20717M1038QRConfluent CL A ORD$15.2M0.07%513,050CommonSHARED
436440101HO1Hologic Inc$15.1M0.07%203,388CommonSHARED
337738108FISVFiserv Inc$14.6M0.07%98,014CommonSHARED
855244109SBUXStarbucks Corp$14.6M0.07%187,051CommonSHARED
59156R108METMetlife Inc$14.3M0.07%203,243CommonSHARED
21037T109CEGConstellation Energy Corp$14.3M0.07%71,180CommonSHARED
09062X103BIIBBiogen Inc$14.2M0.07%61,226CommonSHARED
88579Y101MMM3M Co$14.1M0.07%138,066CommonSHARED
91913Y100VLOValero Energy Corp$14.1M0.07%89,790CommonSHARED
169656105CMGChipotle Mexican Grill Inc$14.0M0.07%222,685CommonSHARED
03990B101ARESAres Management Corp$13.9M0.07%104,183CommonSHARED
031100100AMEAMETEK Inc$13.7M0.07%82,145CommonSHARED
G6683N103NUNU Holdings Ltd.$13.6M0.06%1,055,783CommonSHARED
12008R107BLDRBuilders FrstSrc$13.6M0.06%98,218CommonSHARED
026874784AIGAmerican International Group Inc$13.5M0.06%182,436CommonSHARED
98978V103ZTSZoetis Inc$13.3M0.06%76,775CommonSHARED
25746U109DDominion Energy Inc$13.3M0.06%271,406CommonSHARED
29444U700EQIXEquinix Inc$13.2M0.06%17,419CommonSHARED
136635109CSIQCanadian Solar Inc$13.1M0.06%886,963CommonSHARED
67103H107ORLYO'Reilly Automotive Inc$13.1M0.06%12,373CommonSHARED
14448C104CARRCarrier Global Corp$12.6M0.06%200,291CommonSHARED
89417E109TRVTravelers Cos Inc/The$12.5M0.06%61,337CommonSHARED
74762E102QUREQuanta Services Inc$12.4M0.06%48,833CommonSHARED
12514G108CDWCdw Corp/De$12.4M0.06%55,374CommonSHARED
45784P101PODDInsulet Corp$12.1M0.06%59,947CommonSHARED
12572Q105CMECme Group Inc$12.0M0.06%61,074CommonSHARED
36828A101GEVGE Vernova LLC$12.0M0.06%69,888CommonSHARED
126650100CVSCvs Health Corp$12.0M0.06%202,751CommonSHARED
615369105MCOMoody's Corp$11.9M0.06%28,323CommonSHARED
679580100ODFLOld Dominion Freight Line Inc$11.9M0.06%67,459CommonSHARED
98419M100XYLXylem Inc/Ny$11.9M0.06%87,808CommonSHARED
70450Y103PYPLPayPal Holdings Inc$11.7M0.06%202,428CommonSHARED
60855R100MOHMolina Healthcare Inc$11.6M0.06%39,043CommonSHARED
278865100ECLEcolab Inc$11.5M0.05%48,311CommonSHARED
670346105NUENuCor Corp$11.3M0.05%71,743CommonSHARED
00BY7QL61Johnson Controls International PLC$11.3M0.05%170,616CommonSHARED
87612E106TGTTarget Corp$11.1M0.05%75,278CommonSHARED
009066101ABNBAirbnb Inc$11.0M0.05%72,858CommonSHARED
000953878Nxp Semiconductors Nv$10.9M0.05%40,391CommonSHARED
816851109SRESempra Energy$10.8M0.05%142,438CommonSHARED
384802104GWWWW Grainger Inc$10.8M0.05%11,942CommonSHARED
776696106ROPRoper Technologies Inc$10.6M0.05%18,882CommonSHARED
009158106APDAir Products And Chemicals Inc$10.4M0.05%40,185CommonSHARED
64125C109NBIXNeurocrine Biosciences Inc$10.3M0.05%74,946CommonSHARED
30063P105EXKExact Sciences Corp$10.1M0.05%239,883CommonSHARED
957638109WALWestern Alliance Bancorp$10.1M0.05%161,155CommonSHARED
000182704CRH PLC$10.1M0.05%134,490CommonSHARED
573874104MRVLMarvell Technology Inc$10.0M0.05%142,869CommonSHARED
95040Q104WELLWelltower Inc$10.0M0.05%95,570CommonSHARED
722304102PDDPDD Holdings Inc$9.9M0.05%74,790CommonSHARED
46266C105IQVIQVIA Holdings Inc$9.8M0.05%46,237CommonSHARED
68902V107OTISOtis Worldwide Corp$9.8M0.05%101,289CommonSHARED
Y8162K204SBLKStar Bulk Carriers Corp$9.7M0.05%397,635CommonSHARED
047649108ATKRAtkore Inc$9.6M0.05%70,995CommonSHARED
00BLP1HW5Aon PLC$9.5M0.05%32,189CommonSHARED
253868103DLRDigital Realty Trust Inc$9.4M0.05%62,043CommonSHARED
25179M103DVNDevon Energy Corp$9.4M0.04%198,562CommonSHARED
571903202MARMarriott International Inc/Md$9.4M0.04%38,706CommonSHARED
004826551Transocean Ltd$9.3M0.04%1,739,328CommonSHARED
969457100WMBWilliams Cos Inc/The$9.3M0.04%217,662CommonSHARED
311900104FASTFastenal Co$9.2M0.04%147,027CommonSHARED
651639106NEMNewmont Corp$9.2M0.04%219,984CommonSHARED
363576109AJGArthur J Gallagher & Co$9.2M0.04%35,473CommonSHARED
217204106CPRTCopart Inc$9.0M0.04%167,060CommonSHARED
45687V106IRIngersoll Rand Inc$9.0M0.04%99,449CommonSHARED
69608A108PLTRPalantir Technologies Inc$9.0M0.04%354,742CommonSHARED
94106B101WCNWaste Connections Inc$9.0M0.04%51,236CommonSHARED
001055102AFLAflac Inc$8.9M0.04%100,015CommonSHARED
052769106ADSKAutodesk Inc$8.9M0.04%35,832CommonSHARED
43300A203HLTHilton Worldwide Holdings Inc$8.7M0.04%40,036CommonSHARED
682680103OKEOneok Inc$8.7M0.04%106,371CommonSHARED
053332102AZOAutozone Inc$8.6M0.04%2,915CommonSHARED
92537N108VRTVertiv Holdings Co$8.6M0.04%99,410CommonSHARED
37045V100GMGeneral Motors Co$8.5M0.04%183,305CommonSHARED
02361E108AMRCAmeresco Inc$8.4M0.04%292,764CommonSHARED
828806109SPGSimon Property Group Inc$8.4M0.04%55,180CommonSHARED
89832Q109TFCTruist Financial Corp$8.4M0.04%215,048CommonSHARED
778296103ROSTRoss Stores Inc$8.3M0.04%57,099CommonSHARED
27579R104EWBCEast West Bancorp Inc$8.3M0.04%113,164CommonSHARED
760759100RSGRepublic Services Inc$8.2M0.04%42,430CommonSHARED
21036P108STZConstellation Brands Inc$8.2M0.04%31,892CommonSHARED
G0896C103TBBBBBB Foods Inc$8.2M0.04%343,770CommonSHARED
773903109ROKRockwell Automation Inc$8.2M0.04%29,679CommonSHARED
010299318TE Connectivity Ltd$8.1M0.04%53,805CommonSHARED
744573106PEGPublic Service Enterprise Group Inc$8.0M0.04%109,134CommonSHARED
69331C108PCGPg&E Corp$8.0M0.04%458,875CommonSHARED
595017104MCHPMicrochip Technology Inc$7.9M0.04%86,859CommonSHARED
30161N101EXCExelon Corp$7.9M0.04%229,202CommonSHARED
064058100BKBank Of New York Mellon Corp/The$7.9M0.04%131,112CommonSHARED
345370860FFord Motor Co$7.8M0.04%623,395CommonSHARED
42809H107HESHess Corp$7.8M0.04%52,899CommonSHARED
74460D109PSAPublic Storage$7.8M0.04%27,023CommonSHARED
674599105OXYOccidental Petroleum Corp$7.7M0.04%121,933CommonSHARED
14316J108CGCarlyle Group LP$7.7M0.04%191,083CommonSHARED
704326107PAYXPaychex Inc$7.7M0.04%64,580CommonSHARED
61174X109MNSTMonster Beverage Corp$7.6M0.04%152,899CommonSHARED
020002101ALLAllstate Corp/The$7.6M0.04%47,644CommonSHARED
92345Y106VRSKVerisk Analytics Inc$7.6M0.04%28,022CommonSHARED
16411R208LNGCheniere Energy Inc$7.5M0.04%43,182CommonSHARED
370334104GISGeneral Mills Inc$7.5M0.04%119,106CommonSHARED
49271V100KDPKeurig Dr Pepper Inc$7.5M0.04%225,466CommonSHARED
756109104ORealty Income Corp$7.5M0.04%142,297CommonSHARED
494368103KMBKimberly-Clark Corp$7.4M0.04%53,473CommonSHARED
03076C106AMPAmeriprise Financial Inc$7.4M0.04%17,276CommonSHARED
858119100STLDSteel Dynamics Inc$7.3M0.03%56,602CommonSHARED
929740108WABWestinghouse Air Brake Technologies Corp$7.3M0.03%46,343CommonSHARED
504922105LHLabcorp Holdings Inc$7.3M0.03%35,909CommonSHARED
744320102PRUPrudential Financial Inc$7.3M0.03%62,274CommonSHARED
443201108HWMHowmet Aerospace Inc$7.3M0.03%93,866CommonSHARED
22822V101CCICrown Castle International Corp$7.2M0.03%73,902CommonSHARED
31620M106FISFidelity National Information Services Inc$7.2M0.03%95,491CommonSHARED
49456B101KMIKinder Morgan Inc$7.2M0.03%361,824CommonSHARED
23331A109DHIDr Horton Inc$7.1M0.03%50,605CommonSHARED
209115104EDConsolidated Edison Inc$7.1M0.03%79,650CommonSHARED
03662Q105AKXANSYS Inc$7.1M0.03%22,123CommonSHARED
34959J108FTVFortive Corp$7.0M0.03%94,797CommonSHARED
443573100HUBSHubSpot Inc$7.0M0.03%11,816CommonSHARED
88339J105TTDTrade Desk Inc$6.9M0.03%70,490CommonSHARED
92840M102VSTVistra Corp$6.9M0.03%80,058CommonSHARED
98420N105XENEXenon Pharmaceuticals Inc$6.9M0.03%175,733CommonSHARED
22052L104CTVACorteva Inc$6.8M0.03%126,660CommonSHARED
19260Q107COINCoinbase Global Inc$6.8M0.03%30,621CommonSHARED
260557103DOWDow Inc$6.7M0.03%126,566CommonSHARED
45168D104IDXXIDEXX Laboratories Inc$6.7M0.03%13,760CommonSHARED
92338C103VLTOVeralto Corp$6.7M0.03%69,889CommonSHARED
37940X102GPNGlobal Payments Inc$6.7M0.03%68,977CommonSHARED
336433107FSLRFirst Solar Inc$6.7M0.03%29,546CommonSHARED
G0450A105ACGLArch Capital Group Ltd$6.6M0.03%65,224CommonSHARED
03073E105CORCencora Inc$6.5M0.03%29,007CommonSHARED
05722G100BKRBaker Hughes Co$6.5M0.03%185,420CommonSHARED
833445109SNOWSnowflake Inc$6.4M0.03%47,412CommonSHARED
02043Q107ALNYAlnylam Pharmaceuticals Inc$6.3M0.03%26,015CommonSHARED
039483102ADMArcher-Daniels-Midland Co$6.3M0.03%104,383CommonSHARED
000886286Royal Caribbean Cruises Ltd$6.3M0.03%39,492CommonSHARED
60770K107MRNAModerna Inc$6.3M0.03%52,960CommonSHARED
34959E109FTNTFortinet Inc$6.3M0.03%104,153CommonSHARED
281020107EIXEdison International$6.3M0.03%87,116CommonSHARED
26614N102DDDuPont De Nemours Inc$6.2M0.03%77,417CommonSHARED
56035L104MAINMain Street Capital Corp$6.2M0.03%122,925CommonSHARED
526057104LENLennar Corp A$6.2M0.03%41,324CommonSHARED
260003108DOVDover Corp$6.2M0.03%34,133CommonSHARED
000571120ICON Plc$6.1M0.03%19,604CommonSHARED
00846U101AAgilent Technologies Inc$6.1M0.03%47,360CommonSHARED
609839105MPWRMonolithic Power Systems Inc$6.1M0.03%7,469CommonSHARED
254709108DFSEURDiscover Financial Services$6.1M0.03%46,829CommonSHARED
573284106MLMMartin Marietta Materials Inc$6.0M0.03%11,141CommonSHARED
219350105GLWCorning Inc$5.9M0.03%152,215CommonSHARED
693506107PPGPpg Industries Inc$5.9M0.03%46,967CommonSHARED
76954A103RIVNRivian Automotive Inc$5.9M0.03%439,656CommonSHARED
929160109VMCVulcan Materials Co$5.9M0.03%23,631CommonSHARED
427866108HSYHershey Co/The$5.8M0.03%31,815CommonSHARED
55354G100MSCIMsci Inc$5.8M0.03%12,122CommonSHARED
15135B101CNCCentene Corp$5.8M0.03%87,673CommonSHARED
192446102CTSHCognizant Technology Solutions Corp$5.8M0.03%85,381CommonSHARED
294429105EFXEquifax Inc$5.8M0.03%23,850CommonSHARED
500754106KHCKraft Heinz Co$5.8M0.03%178,463CommonSHARED
501044101KRKroger Co/The$5.7M0.03%114,977CommonSHARED
852234103XYZBlock Inc$5.7M0.03%88,960CommonSHARED
550021109LULULululemon Athletica Inc$5.7M0.03%19,190CommonSHARED
871829107SYYSysco Corp$5.7M0.03%79,540CommonSHARED
303250104FICOFair Isaac Corp$5.6M0.03%3,784CommonSHARED
030420103AWKAmerican Water Works Co Inc$5.6M0.03%43,408CommonSHARED
366651107ITGartner Inc$5.6M0.03%12,470CommonSHARED
406216101HALHalliburton Co$5.6M0.03%164,441CommonSHARED
46116X101ITCIEURIntra-Cellular Therapies Inc$5.5M0.03%80,155CommonSHARED
30225T102EXRExtra Space Storage Inc$5.4M0.03%34,790CommonSHARED
36266G107GEHCGE HealthCare Technologies Inc$5.3M0.03%68,531CommonSHARED
053484101AVBAvalonbay Communities Inc$5.3M0.03%25,762CommonSHARED
09581B103OWLBlue Owl Capital Inc$5.3M0.03%299,788CommonSHARED
05464C101AXONAxon Enterprise Inc$5.3M0.03%18,052CommonSHARED
592688105MTDMettler-Toledo International Inc$5.3M0.03%3,767CommonSHARED
29364G103ETREntergy Corp$5.1M0.02%47,609CommonSHARED
278642103EBAYeBay Inc$4.9M0.02%91,990CommonSHARED
16119P108CHTRCharter Communications Inc$4.9M0.02%16,527CommonSHARED
87612G101TRGPTarga Resources Corp$4.9M0.02%38,224CommonSHARED
11133T103BRBroadridge Financial Solutions Inc$4.9M0.02%24,927CommonSHARED
12738K109CDLRCadeler A/S$4.9M0.02%196,027CommonSHARED
925652109VICIVICI Properties Inc$4.9M0.02%170,164CommonSHARED
22160N109CSGPCoStar Group Inc$4.9M0.02%65,547CommonSHARED
171340102CHDChurch & Dwight Co Inc$4.8M0.02%46,676CommonSHARED
142339100CSLCarlisle Companies Inc$4.8M0.02%11,915CommonSHARED
G2519Y108BAPCredicorp Ltd$4.8M0.02%29,720CommonSHARED
25809K105DASHDoorDash Inc$4.8M0.02%44,029CommonSHARED
256677105DGDollar General Corp$4.8M0.02%36,021CommonSHARED
000943499Lyondellbasell Industries NV$4.7M0.02%48,883CommonSHARED
00766T100ACMAecom$4.7M0.02%52,973CommonSHARED
30040W108ESEversource Energy$4.6M0.02%81,904CommonSHARED
892356106TSCOTractor Supply Co$4.6M0.02%17,074CommonSHARED
761152107RMDResMed Inc$4.6M0.02%24,049CommonSHARED
15189T107CNPCenterPoint Energy Inc$4.5M0.02%146,862CommonSHARED
00BDB6Q21Willis Towers Watson PLC$4.5M0.02%17,344CommonSHARED
000068766AerCap Holdings NV$4.5M0.02%48,709CommonSHARED
12504L109CBRECBRE Group Inc$4.5M0.02%50,937CommonSHARED
55261F104MTBM&T Bank Corp$4.5M0.02%29,663CommonSHARED
64110D104NTAPNetApp Inc$4.5M0.02%34,848CommonSHARED
00BLS09M3Pentair PLC$4.5M0.02%58,419CommonSHARED
74144T108TROWT Rowe Price Group Inc$4.5M0.02%38,614CommonSHARED
922475108VEEVVeeva Systems Inc$4.4M0.02%24,152CommonSHARED
72352L106PINSPinterest Inc$4.4M0.02%99,598CommonSHARED
46284V101IRMIron Mountain Inc$4.4M0.02%48,923CommonSHARED
29476L107EQREquity Residential$4.3M0.02%62,190CommonSHARED
049468101TEAMAtlassian Corp$4.3M0.02%24,278CommonSHARED
29084Q100EMEEMCOR Group$4.3M0.02%11,739CommonSHARED
125896100CMSCMS Energy Corp$4.3M0.02%71,710CommonSHARED
011440532Garmin Ltd$4.3M0.02%26,140CommonSHARED
960413102WLKWestlake Chemical Corp$4.2M0.02%29,029CommonSHARED
526107107LIILennox International Inc$4.2M0.02%7,848CommonSHARED
49338L103KEYSKeysight Technologies Inc$4.2M0.02%30,414CommonSHARED
690742101OCOwens Corning$4.1M0.02%23,539CommonSHARED
316773100FITBFifth Third Bancorp$4.1M0.02%111,796CommonSHARED
754730109RJFRaymond James Financial Inc$4.1M0.02%32,893CommonSHARED
049560105ATOAtmos Energy Corp$4.0M0.02%34,423CommonSHARED
62944T105NVRNvr Inc$4.0M0.02%527CommonSHARED
880770102TERTeradyne Inc$3.9M0.02%26,573CommonSHARED
18915M107NETCloudflare Inc$3.9M0.02%47,569CommonSHARED
631103108NDAQNasdaq Inc$3.9M0.02%65,255CommonSHARED
45167R104IEXIdex Corp$3.9M0.02%19,501CommonSHARED
14149Y108CAHCardinal Health Inc$3.9M0.02%39,677CommonSHARED
099502106BAHBooz Allen Hamilton Holding Corp$3.9M0.02%25,216CommonSHARED
98956P102ZBHZimmer Biomet Holdings Inc$3.8M0.02%35,455CommonSHARED
955306105WSTWest Pharmaceutical Services INC$3.8M0.02%11,651CommonSHARED
942622200WSOWatsco Inc$3.8M0.02%8,212CommonSHARED
115236101BROBrown & Brown Inc$3.8M0.02%41,976CommonSHARED
81141R100SESea Ltd$3.7M0.02%52,475CommonSHARED
127097103CTRACoterra Energy Inc$3.7M0.02%139,764CommonSHARED
745867101PHMPultegroup Inc$3.7M0.02%33,742CommonSHARED
574599106MASMasco Corp$3.7M0.02%55,445CommonSHARED
256746108DLTRDollar Tree Inc$3.7M0.02%34,489CommonSHARED
570535104MKLMarkel Group Inc$3.6M0.02%2,310CommonSHARED
00217D100ASTSAST SpaceMobile Inc$3.6M0.02%311,562CommonSHARED
594972408MSTRMicroStrategy Inc$3.6M0.02%2,618CommonSHARED
857477103STTState Street Corp$3.6M0.02%48,588CommonSHARED
902252105TYLTyler Technologies Inc$3.6M0.02%7,109CommonSHARED
00BFY8C75Steris plc$3.5M0.02%15,949CommonSHARED
833034101SNASnap-On Inc$3.5M0.02%13,365CommonSHARED
87165B103SYFSynchrony Financial$3.5M0.02%73,632CommonSHARED
78410G104SBACSBA Communications Corp$3.5M0.02%17,647CommonSHARED
69121K104OBDCBlue Owl Capital Corp$3.5M0.02%224,951CommonSHARED
92276F100VTRVentas Inc$3.5M0.02%67,311CommonSHARED
579780206MKCMccormick & Co Inc/Md$3.4M0.02%48,185CommonSHARED
297178105ESSEssex Property Trust Inc$3.4M0.02%12,316CommonSHARED
759509102RSReliance Inc$3.3M0.02%11,718CommonSHARED
487836108KKellanova$3.3M0.02%57,902CommonSHARED
058498106BALLBall Corp$3.3M0.02%55,466CommonSHARED
302635206FSKFS KKR Capital Corp$3.3M0.02%168,111CommonSHARED
74624M102PPure Storage Inc$3.3M0.02%51,611CommonSHARED
46187W107INVHInvitation Homes Inc$3.3M0.02%91,794CommonSHARED
902494103TSNTyson Foods Inc$3.3M0.02%57,204CommonSHARED
962166104WYWeyerhaeuser Co$3.3M0.02%115,100CommonSHARED
302130109EXPDExpeditors International of Washington Inc$3.3M0.02%26,111CommonSHARED
90384S303ULTAUlta Beauty Inc$3.3M0.02%8,431CommonSHARED
565849106MRO*Marathon Oil Corp$3.2M0.02%112,842CommonSHARED
384109104GGGGraco Inc$3.2M0.02%40,529CommonSHARED
50212V100LPLALPL Financial Holdings Inc$3.2M0.02%11,488CommonSHARED
7591EP100RFRegions Financial Corp$3.2M0.02%158,688CommonSHARED
172062101CINFCincinnati Financial Corp$3.2M0.02%26,691CommonSHARED
00BKVD2N4Seagate Technology Holdings Plc$3.1M0.02%30,457CommonSHARED
05965X109BSACBanco Santander Chile - ADR$3.1M0.01%166,763CommonSHARED
422806208HEI/AHEICO Corp$3.1M0.01%17,676CommonSHARED
00BFRT3W7Allegion PLC$3.1M0.01%26,503CommonSHARED
219948106CPAYCorpay Inc$3.1M0.01%11,738CommonSHARED
130064626Bunge Ltd$3.1M0.01%29,274CommonSHARED
29362U104ENTGEntegris Inc$3.1M0.01%23,053CommonSHARED
655663102NDSNNordson Corp$3.1M0.01%13,370CommonSHARED
854502101SWKStanley Black & Decker Inc$3.1M0.01%38,758CommonSHARED
00B783TY6Aptiv PLC$3.1M0.01%43,907CommonSHARED
380237107GDDYGoDaddy Inc$3.1M0.01%22,037CommonSHARED
446150104HBANHuntington Bancshares Inc/Oh$3.1M0.01%233,567CommonSHARED
053611109AVYAvery Dennison Corp$3.1M0.01%14,028CommonSHARED
31946M103FCNCAFirst Citizens BancShares Inc$3.0M0.01%1,808CommonSHARED
00BDCPN04Coca-Cola Europacific Partners Plc$3.0M0.01%41,769CommonSHARED
372460105GPCGenuine Parts Co$3.0M0.01%22,000CommonSHARED
015271109AREAlexandria Real Estate Equities Inc$3.0M0.01%25,744CommonSHARED
12503M108CBOECBOE Global Markets Inc$3.0M0.01%17,674CommonSHARED
143658300CCL1EURCarnival Corp$3.0M0.01%159,621CommonSHARED
65473P105NINiSource Inc$3.0M0.01%103,053CommonSHARED
695156109PKGPackaging Corp of America$3.0M0.01%16,247CommonSHARED
665859104NTRSNorthern Trust Corp$3.0M0.01%35,255CommonSHARED
78467J100SSNCSS&C Technologies Holdings Inc$2.9M0.01%47,042CommonSHARED
879360105TDYTeledyne Technologies Inc$2.9M0.01%7,538CommonSHARED
084423102WRBW R Berkley Corp$2.9M0.01%37,180CommonSHARED
25754A201DPZDomino's Pizza Inc$2.9M0.01%5,658CommonSHARED
26884L109EQTEQT Corp$2.9M0.01%78,924CommonSHARED
237194105DRIDarden Restaurants Inc$2.9M0.01%19,263CommonSHARED
775711104ROLRollins Inc$2.9M0.01%59,638CommonSHARED
74251V102PFGPrincipal Financial Group Inc$2.9M0.01%36,961CommonSHARED
83304A106SNAPSnap Inc$2.9M0.01%172,879CommonSHARED
60937P106MDBMongoDB Inc$2.9M0.01%11,485CommonSHARED
934423104WBDWarner Bros Discovery Inc$2.9M0.01%383,532CommonSHARED
452327109ILMNIllumina Inc$2.8M0.01%27,164CommonSHARED
681919106OMCOmnicom Group Inc$2.8M0.01%31,477CommonSHARED
96145D105WRKUSDWestRock Co$2.8M0.01%56,154CommonSHARED
G3223R108EGEverest Group Ltd$2.8M0.01%7,404CommonSHARED
150870103CECelanese Corp$2.8M0.01%20,911CommonSHARED
174610105CFGCitizens Financial Group Inc$2.8M0.01%77,984CommonSHARED
771049103RBLXRoblox Corp$2.8M0.01%75,508CommonSHARED
30212P303EXPEExpedia Group Inc$2.8M0.01%22,233CommonSHARED
969904101WSMWilliams Sonoma Inc$2.8M0.01%9,850CommonSHARED
427096508HTGCHercules Capital Inc$2.8M0.01%135,256CommonSHARED
88262P102TPLTexas Pacific Land Corp$2.8M0.01%3,764CommonSHARED
460146103IPInternational Paper Co$2.8M0.01%63,858CommonSHARED
122017106BURLBurlington Stores Inc$2.7M0.01%11,429CommonSHARED
016255101ALGNAlign Technology Inc$2.7M0.01%11,290CommonSHARED
89400J107TRUTransUnion$2.7M0.01%36,506CommonSHARED
086516101BBYBest Buy Co Inc$2.7M0.01%32,066CommonSHARED
59522J103MAAMid-America Apartment Communities Inc$2.7M0.01%18,950CommonSHARED
071813109BAXBaxter International Inc$2.7M0.01%80,451CommonSHARED
216648501COOCooper Cos Inc$2.7M0.01%30,704CommonSHARED
92343E102VRSNVeriSign Inc$2.7M0.01%14,981CommonSHARED
26142V105DKNGDraftkings Inc$2.7M0.01%69,718CommonSHARED
941848103WATWaters Corp$2.7M0.01%9,163CommonSHARED
00BJ1F307Amcor PLC$2.7M0.01%271,156CommonSHARED
205887102CAGConagra Brands Inc$2.7M0.01%93,286CommonSHARED
189054109CLXClorox Co/The$2.6M0.01%19,378CommonSHARED
74834L100DGXQuest Diagnostics Inc$2.6M0.01%19,302CommonSHARED
125269100CFCF Industries Holdings Inc$2.6M0.01%35,279CommonSHARED
881624209TEVATeva Pharmaceutical-Sp Adr$2.6M0.01%160,302CommonSHARED
668771108GENGen Digital Inc$2.6M0.01%104,113CommonSHARED
48203R104JNPJuniper Networks Inc$2.6M0.01%71,206CommonSHARED
315616102FFIVF5 Inc$2.6M0.01%15,067CommonSHARED
001054566CNH Industrial NV$2.6M0.01%255,769CommonSHARED
989207105ZBRAZebra Technologies Corp$2.6M0.01%8,333CommonSHARED
03761U502MFICMidcap Financial Investment$2.6M0.01%169,451CommonSHARED
376535878GLADGladstone Capital Corp$2.6M0.01%110,240CommonSHARED

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.