MondegarAI
Voleon Capital Management LP

Q4 2025 · 13F-HR

Voleon Capital Management LPholdings as filed

Filed 2026-02-17 · accession 0001062993-26-000989

$4.65B
Reported value
770
Positions
2025-12-31
Period end
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The Brief · Voleon Capital Management LP · Q4 2025

AI · grounded in 13F

Voleon Capital Management LP increased its position in CMG by 295.14%. The fund also accumulated shares of LLY by 153.87% and MA by 63.78%. On the selling side, the fund trimmed its holdings in ACN by 81.98% and MRK by 75.76%. Total assets under management stood at $4.65B across 770 positions.

Holdings as filed

First 500 of 770

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$291.7M6.27%1,564,236CommonNONE
037833100AAPLAPPLE INC$270.3M5.81%994,326CommonNONE
594918104MSFTMICROSOFT CORP$230.2M4.95%475,958CommonNONE
02079K305GOOGLALPHABET INC$209.2M4.50%668,488CommonNONE
023135106AMZNAMAZON COM INC$138.6M2.98%600,505CommonNONE
88160R101TSLATESLA INC$88.6M1.91%196,963CommonSOLE
11135F101AVGOBROADCOM INC$62.6M1.35%180,895CommonNONE
30303M102METAMETA PLATFORMS INC$59.3M1.28%89,906CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$59.3M1.28%118,050CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$59.1M1.27%103,499CommonNONE
742718109PGPROCTER AND GAMBLE CO$47.8M1.03%333,516CommonSOLE
532457108LLYELI LILLY & CO$43.6M0.94%40,530CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$41.9M0.90%7,817CommonSOLE
931142103WMTWALMART INC$36.3M0.78%325,792CommonSOLE
252131107DXCMDEXCOM INC$35.7M0.77%537,272CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$33.7M0.72%104,515CommonNONE
34959E109FTNTFORTINET INC$32.3M0.70%407,060CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$31.9M0.69%861,265CommonNONE
56585A102MPCMARATHON PETE CORP$31.9M0.69%195,897CommonNONE
512807306LRCXLAM RESEARCH CORP$30.7M0.66%179,600CommonNONE
00287Y109ABBVABBVIE INC$30.7M0.66%134,265CommonNONE
770700102HOODROBINHOOD MKTS INC$30.6M0.66%270,375CommonSOLE
36828A101GEVGE VERNOVA INC$29.6M0.64%45,262CommonNONE
539830109LMTLOCKHEED MARTIN CORP$29.6M0.64%61,142CommonNONE
907818108UNPUNION PAC CORP$28.7M0.62%124,245CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$28.0M0.60%307,419CommonSOLE
75734B100RDDTREDDIT INC$28.0M0.60%121,681CommonSOLE
595112103MUMICRON TECHNOLOGY INC$27.9M0.60%97,831CommonNONE
781154109RBRKRUBRIK INC.$27.1M0.58%354,284CommonSOLE
00206R102TAT&T INC$26.5M0.57%1,065,490CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$26.5M0.57%277,518CommonSOLE
863667101SYKSTRYKER CORPORATION$24.6M0.53%70,087CommonNONE
438516106HONHONEYWELL INTL INC$23.7M0.51%121,250CommonNONE
771049103RBLXROBLOX CORP$23.5M0.51%290,498CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$23.2M0.50%148,252CommonSOLE
615369105MCOMOODYS CORP$23.0M0.50%45,087CommonNONE
04626A103ALABASTERA LABS INC$22.6M0.49%135,705CommonSOLE
060505104BACBANK AMERICA CORP$21.9M0.47%398,602CommonNONE
969457100WMBWILLIAMS COS INC$20.8M0.45%346,475CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$20.3M0.44%51,117CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$20.1M0.43%110,179CommonNONE
860630102SFSTIFEL FINL CORP$19.1M0.41%152,429CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$19.0M0.41%962,417CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$18.9M0.41%879,953CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$18.4M0.40%1,709,054CommonSOLE
369550108GDGENERAL DYNAMICS CORP$18.4M0.40%54,599CommonNONE
217204106CPRTCOPART INC$18.2M0.39%465,390CommonSOLE
040413205ANETARISTA NETWORKS INC$18.2M0.39%138,663CommonSOLE
125523100CITHE CIGNA GROUP$17.7M0.38%64,269CommonNONE
20464U100COMPCOMPASS INC$17.5M0.38%1,659,215CommonSOLE
882508104TXNTEXAS INSTRS INC$17.4M0.37%100,370CommonNONE
09290D101BLKBLACKROCK INC$17.4M0.37%16,228CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$17.4M0.37%173,685CommonNONE
901109108TPCTUTOR PERINI CORP$17.0M0.37%253,291CommonSOLE
172908105CTASCINTAS CORP$16.8M0.36%89,391CommonSOLE
433313103HNGEHINGE HEALTH INC$16.3M0.35%351,099CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$15.9M0.34%608,995CommonSOLE
458140100INTCINTEL CORP$15.7M0.34%426,701CommonNONE
92338C103VLTOVERALTO CORP$15.7M0.34%157,458CommonNONE
281020107EIXEDISON INTL$15.3M0.33%254,549CommonNONE
G6683N103NUNU HLDGS LTD$15.2M0.33%906,217CommonSOLE
548661107LOWLOWES COS INC$15.0M0.32%62,401CommonSOLE
778296103ROSTROSS STORES INC$15.0M0.32%83,296CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$14.9M0.32%66,753CommonSOLE
69318G106PBFPBF ENERGY INC$14.9M0.32%549,621CommonSOLE
88339J105TTDTHE TRADE DESK INC$14.9M0.32%391,402CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$14.8M0.32%69,389CommonSOLE
191216100KOCOCA COLA CO$14.7M0.32%210,095CommonNONE
254067101DDSDILLARDS INC$14.5M0.31%23,936CommonSOLE
032095101APHAMPHENOL CORP NEW$14.2M0.31%105,324CommonNONE
00370M103ABVXABIVAX SA$14.2M0.31%105,386CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$13.9M0.30%274,396CommonNONE
604749101MIRMMIRUM PHARMACEUTICALS INC$13.7M0.29%173,067CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$13.2M0.28%76,224CommonNONE
24665A103DKDELEK US HLDGS INC NEW$13.2M0.28%443,943CommonSOLE
713448108PEPPEPSICO INC$13.1M0.28%91,552CommonNONE
888787108TOSTTOAST INC$13.0M0.28%367,389CommonNONE
437076102HDHOME DEPOT INC$13.0M0.28%37,686CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$12.9M0.28%428,362CommonSOLE
384747101GRALGRAIL INC$12.7M0.27%147,906CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$12.1M0.26%144,244CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$12.1M0.26%13,999CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$11.8M0.25%147,428CommonNONE
87151X101SYMSYMBOTIC INC$11.6M0.25%194,161CommonSOLE
002824100ABTABBOTT LABS$10.9M0.24%87,300CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$10.9M0.24%31,179CommonSOLE
91913Y100VLOVALERO ENERGY CORP$10.9M0.23%66,959CommonNONE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$10.8M0.23%860,682CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.8M0.23%116,067CommonSOLE
872540109TJXTJX COS INC NEW$10.8M0.23%70,204CommonNONE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$10.8M0.23%345,713CommonSOLE
Q4982L109IRENIREN LIMITED$10.7M0.23%282,203CommonSOLE
92826C839VVISA INC$10.5M0.22%29,813CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$10.5M0.22%160,593CommonNONE
G29183103ETNEATON CORP PLC$10.3M0.22%32,225CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$10.0M0.21%287,661CommonSOLE
461202103INTUINTUIT$9.7M0.21%14,672CommonSOLE
G87110105FTITECHNIPFMC PLC$9.6M0.21%216,550CommonNONE
892356106TSCOTRACTOR SUPPLY CO$9.6M0.21%192,580CommonSOLE
172967424CCITIGROUP INC$9.6M0.21%82,210CommonSOLE
75513E101RTXRTX CORPORATION$9.5M0.20%51,908CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.2M0.20%76,790CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$9.2M0.20%115,829CommonSOLE
693718108PCARPACCAR INC$9.2M0.20%84,264CommonNONE
40434L105HPQHP INC$9.2M0.20%412,316CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$9.1M0.20%1,175,986CommonSOLE
98978V103ZTSZOETIS INC$8.9M0.19%70,960CommonNONE
01625V104ALHCALIGNMENT HEALTHCARE INC$8.9M0.19%448,963CommonSOLE
191098102COKECOCA COLA CONS INC$8.9M0.19%57,776CommonNONE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$8.8M0.19%121,432CommonSOLE
04342Y104ASANASANA INC$8.8M0.19%645,082CommonSOLE
82509L107SHOPSHOPIFY INC$8.8M0.19%54,484CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.7M0.19%33,913CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.7M0.19%48,823CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$8.5M0.18%310,533CommonSOLE
55616P104MMACYS INC$8.4M0.18%381,544CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$8.4M0.18%219,077CommonSOLE
750940108RALRALLIANT CORP$8.4M0.18%164,470CommonSOLE
72703X106PLPLANET LABS PBC$8.2M0.18%417,049CommonSOLE
929740108WABWABTEC$8.2M0.18%38,206CommonNONE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$8.1M0.17%74,775CommonSOLE
90384S303ULTAULTA BEAUTY INC$8.1M0.17%13,405CommonNONE
452308109ITWILLINOIS TOOL WKS INC$8.0M0.17%32,599CommonNONE
743315103PGRPROGRESSIVE CORP$8.0M0.17%35,194CommonNONE
92343E102VRSNVERISIGN INC$8.0M0.17%32,805CommonNONE
097023105BABOEING CO$7.9M0.17%36,197CommonNONE
34379V103FLNCFLUENCE ENERGY INC$7.8M0.17%391,939CommonSOLE
369604301GEGE AEROSPACE$7.7M0.17%25,045CommonSOLE
18915M107NETCLOUDFLARE INC$7.6M0.16%38,690CommonSOLE
H1467J104CBCHUBB LIMITED$7.6M0.16%24,393CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$7.5M0.16%31,019CommonNONE
632307104NTRANATERA INC$7.5M0.16%32,659CommonNONE
89531P105TREXTREX CO INC$7.4M0.16%212,308CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7.4M0.16%36,191CommonNONE
G76279101ROIVROIVANT SCIENCES LTD$7.4M0.16%342,421CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7.4M0.16%9,610CommonNONE
020002101ALLALLSTATE CORP$7.4M0.16%35,516CommonNONE
631103108NDAQNASDAQ INC$7.4M0.16%76,054CommonNONE
78463M107SPSCSPS COMM INC$7.4M0.16%82,824CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROU$7.4M0.16%52,383CommonSOLE
19247A100CNSCOHEN & STEERS INC$7.3M0.16%116,945CommonSOLE
803054204SAPSAP SE$7.3M0.16%29,850CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$7.2M0.15%134,357CommonSOLE
148929102CAVACAVA GROUP INC$7.1M0.15%121,802CommonSOLE
02209S103MOALTRIA GROUP INC$7.1M0.15%123,118CommonNONE
58933Y105MRKMERCK & CO INC$7.1M0.15%67,394CommonNONE
803866300SSLSASOL LTD$7.1M0.15%1,087,355CommonSOLE
58733R102MELIMERCADOLIBRE INC$7.0M0.15%3,463CommonNONE
82846H405QXOQXO INC$7.0M0.15%361,600CommonSOLE
171779309CIENCIENA CORP$6.9M0.15%29,675CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$6.9M0.15%81,961CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$6.8M0.15%150,255CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$6.8M0.15%237,004CommonSOLE
733174700BPOPPOPULAR INC$6.8M0.15%54,473CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.8M0.15%166,209CommonSOLE
16359R103CHECHEMED CORP NEW$6.7M0.14%15,744CommonSOLE
009066101ABNBAIRBNB INC$6.7M0.14%49,092CommonNONE
695156109PKGPACKAGING CORP AMER$6.6M0.14%32,165CommonNONE
118440106BKEBUCKLE INC$6.6M0.14%123,282CommonSOLE
88023B103TEMTEMPUS AI INC$6.6M0.14%111,503CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$6.6M0.14%499,099CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$6.5M0.14%11,235CommonSOLE
G0403H108AONAON PLC$6.5M0.14%18,510CommonNONE
69331C108PCGPG&E CORP$6.5M0.14%406,117CommonNONE
477143101JBLUJETBLUE AWYS CORP$6.5M0.14%1,433,642CommonSOLE
64110L106NFLXNETFLIX INC$6.5M0.14%69,468CommonNONE
88033G407THCTENET HEALTHCARE CORP$6.5M0.14%32,692CommonSOLE
126408103CSXCSX CORP$6.5M0.14%179,030CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$6.5M0.14%223,819CommonSOLE
316841105FIGFIGMA INC$6.4M0.14%170,763CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$6.3M0.14%77,375CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6.3M0.14%39,374CommonSOLE
052769106ADSKAUTODESK INC$6.3M0.14%21,236CommonNONE
478160104JNJJOHNSON & JOHNSON$6.3M0.13%30,245CommonNONE
861012102STMSTMICROELECTRONICS N V$6.3M0.13%241,088CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$6.2M0.13%151,283CommonSOLE
03076C106AMPAMERIPRISE FINL INC$6.2M0.13%12,598CommonNONE
12618T105CRAICRA INTL INC$6.1M0.13%30,516CommonSOLE
617446448MSMORGAN STANLEY$6.1M0.13%34,333CommonNONE
68389X105ORCLORACLE CORP$6.0M0.13%30,925CommonNONE
16679L109CHWYCHEWY INC$6.0M0.13%181,857CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6.0M0.13%18,407CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$6.0M0.13%418,300CommonSOLE
384802104GWWWW GRAINGER INC$5.9M0.13%5,828CommonNONE
21874A106CORZCORE SCIENTIFIC INC NEW$5.9M0.13%403,199CommonSOLE
457730109INSPINSPIRE MED SYS INC$5.9M0.13%63,627CommonSOLE
500255104KSSKOHLS CORP$5.8M0.13%285,520CommonSOLE
40131M109GHGUARDANT HEALTH INC$5.8M0.12%56,689CommonSOLE
26875P101EOGEOG RES INC$5.8M0.12%54,801CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$5.7M0.12%64,719CommonNONE
26603R106DUOLDUOLINGO INC$5.5M0.12%31,451CommonSOLE
F21107101CSTMCONSTELLIUM SE$5.4M0.12%286,583CommonNONE
15135B101CNCCENTENE CORP DEL$5.3M0.11%129,193CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$5.3M0.11%25,995CommonNONE
049468101TEAMATLASSIAN CORPORATION$5.3M0.11%32,576CommonNONE
69343T107PJTPJT PARTNERS INC$5.3M0.11%31,426CommonSOLE
12662P108CVICVR ENERGY INC$5.2M0.11%206,037CommonSOLE
29530P102ERIEERIE INDTY CO$5.2M0.11%18,258CommonSOLE
81686C104628SEMRUSH HLDGS INC$5.2M0.11%434,346CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$5.1M0.11%176,600CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.1M0.11%24,663CommonSOLE
166764100CVXCHEVRON CORP NEW$5.1M0.11%33,598CommonNONE
56501R106MFCMANULIFE FINL CORP$5.0M0.11%138,429CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.0M0.11%11,281CommonNONE
92511U102VRRMVERRA MOBILITY CORP$4.9M0.11%218,825CommonSOLE
576323109MTZMASTEC INC$4.9M0.11%22,526CommonSOLE
78435P105SEZLSEZZLE INC$4.9M0.10%76,895CommonSOLE
02081G201ATECALPHATEC HLDGS INC$4.8M0.10%229,715CommonSOLE
29605J106ESABESAB CORPORATION$4.7M0.10%42,505CommonSOLE
07831C103BRBRBELLRING BRANDS INC$4.7M0.10%176,917CommonSOLE
29358P101ENSGENSIGN GROUP INC$4.7M0.10%27,037CommonNONE
92538J106VERXVERTEX INC$4.7M0.10%233,971CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$4.7M0.10%18,149CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4.6M0.10%12,091CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4.5M0.10%16,933CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$4.5M0.10%47,461CommonSOLE
Y1771G102CMRECOSTAMARE INC$4.5M0.10%284,994CommonSOLE
21873S108CRWVCOREWEAVE INC$4.4M0.09%60,957CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$4.3M0.09%182,393CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$4.3M0.09%60,642CommonSOLE
72352L106PINSPINTEREST INC$4.3M0.09%167,149CommonSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$4.3M0.09%1,154,390CommonSOLE
031100100AMEAMETEK INC$4.2M0.09%20,417CommonNONE
7495271071RGREV GROUP INC$4.2M0.09%68,819CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4.2M0.09%18,644CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$4.1M0.09%53,890CommonSOLE
12504L109CBRECBRE GROUP INC$4.1M0.09%25,588CommonSOLE
11271J107BNBROOKFIELD CORP$4.1M0.09%88,713CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$4.0M0.09%21,948CommonNONE
89422G107TVTXTRAVERE THERAPEUTICS INC$3.9M0.08%102,553CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.9M0.08%7,983CommonNONE
231561101CWCURTISS WRIGHT CORP$3.9M0.08%7,047CommonNONE
760759100RSGREPUBLIC SVCS INC$3.9M0.08%18,304CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.9M0.08%21,598CommonNONE
74319R101PRGPROG HOLDINGS INC$3.8M0.08%130,008CommonSOLE
156431108CENXCENTURY ALUM CO$3.8M0.08%97,790CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$3.8M0.08%522,557CommonSOLE
444859102HUMHUMANA INC$3.8M0.08%14,906CommonSOLE
311900104FASTFASTENAL CO$3.8M0.08%94,195CommonSOLE
221006109CRVLCORVEL CORP$3.7M0.08%55,280CommonSOLE
482480100KLACKLA CORP$3.7M0.08%3,049CommonNONE
M7S64H106MNDYMONDAY COM LTD$3.6M0.08%24,655CommonSOLE
580135101MCDMCDONALDS CORP$3.6M0.08%11,890CommonNONE
85208T107CXMSPRINKLR INC$3.6M0.08%457,938CommonSOLE
278768106SATSECHOSTAR CORP$3.5M0.08%32,445CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$3.5M0.08%18,973CommonSOLE
042068205ARMARM HOLDINGS PLC$3.5M0.07%31,687CommonSOLE
654106103NKENIKE INC$3.4M0.07%54,053CommonNONE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$3.4M0.07%82,477CommonNONE
55354G100MSCIMSCI INC$3.4M0.07%5,984CommonNONE
253393102DKSDICKS SPORTING GOODS INC$3.4M0.07%17,080CommonSOLE
278865100ECLECOLAB INC$3.3M0.07%12,687CommonNONE
683344105ONTOONTO INNOVATION INC$3.3M0.07%21,021CommonSOLE
G65163100JOBYJOBY AVIATION INC$3.3M0.07%251,280CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$3.3M0.07%153,607CommonSOLE
G0260P102ASAMER SPORTS INC$3.3M0.07%88,435CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$3.3M0.07%61,147CommonSOLE
H8817H100RIGTRANSOCEAN LTD$3.3M0.07%796,747CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.3M0.07%121,333CommonSOLE
G2519Y108BAPCREDICORP LTD$3.2M0.07%11,304CommonSOLE
22266T109CPNGCOUPANG INC$3.2M0.07%137,386CommonSOLE
589400100MCYMERCURY GENL CORP NEW$3.2M0.07%34,439CommonNONE
67079K100SMRNUSCALE PWR CORP$3.2M0.07%228,341CommonSOLE
403949100DINOHF SINCLAIR CORP$3.2M0.07%70,036CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.2M0.07%31,350CommonNONE
131428104CLMTCALUMET INC$3.2M0.07%161,350CommonSOLE
69351T106PPLPPL CORP$3.2M0.07%90,520CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$3.2M0.07%41,312CommonSOLE
136385101CNQCANADIAN NAT RES LTD$3.2M0.07%93,470CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.2M0.07%30,519CommonSOLE
30214U102EXPOEXPONENT INC$3.2M0.07%45,450CommonSOLE
053774105CARAVIS BUDGET GROUP$3.2M0.07%24,582CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$3.1M0.07%18,921CommonSOLE
423452101HPHELMERICH & PAYNE INC$3.1M0.07%109,483CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$3.1M0.07%52,754CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.1M0.07%10,782CommonNONE
378973507GSATGLOBALSTAR INC$3.1M0.07%51,216CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$3.1M0.07%437,447CommonSOLE
98138H101WDAYWORKDAY INC$3.1M0.07%14,301CommonSOLE
92846Q107COCOVITA COCO CO INC$3.0M0.07%57,300CommonSOLE
62944T105NVRNVR INC$3.0M0.07%416CommonSOLE
45256X103IBRXIMMUNITYBIO INC$3.0M0.06%1,514,586CommonSOLE
580907103MHMCGRAW HILL INC$3.0M0.06%180,042CommonSOLE
52661A108DRSLEONARDO DRS INC$2.9M0.06%86,166CommonSOLE
87612G101TRGPTARGA RES CORP$2.9M0.06%15,842CommonNONE
896288107TNETTRINET GROUP INC$2.9M0.06%49,347CommonSOLE
G02602103DOXAMDOCS LTD$2.9M0.06%36,241CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$2.9M0.06%68,335CommonSOLE
670346105NUENUCOR CORP$2.9M0.06%17,615CommonSOLE
G7S00T104PNRPENTAIR PLC$2.9M0.06%27,456CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$2.8M0.06%42,523CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.8M0.06%33,978CommonNONE
45104G104IBNICICI BANK LIMITED$2.8M0.06%93,072CommonSOLE
235851102DHRDANAHER CORPORATION$2.7M0.06%11,992CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$2.7M0.06%43,465CommonSOLE
146869102CVNACARVANA CO$2.7M0.06%6,434CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$2.6M0.06%18,390CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2.6M0.06%12,040CommonSOLE
00724F101ADBEADOBE INC$2.6M0.06%7,392CommonNONE
433539202HIPOHIPPO HLDGS INC$2.6M0.05%84,814CommonSOLE
72919P202PLUGPLUG POWER INC$2.6M0.05%1,294,944CommonSOLE
44951W106IESCIES HLDGS INC$2.5M0.05%6,534CommonSOLE
16935C109CHYMCHIME FINL INC$2.5M0.05%100,877CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$2.5M0.05%28,930CommonSOLE
87422Q109TLNTALEN ENERGY CORP$2.5M0.05%6,708CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$2.5M0.05%12,462CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.5M0.05%11,439CommonNONE
P5626F128IFSINTERCORP FINL SVCS INC$2.5M0.05%58,107CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.5M0.05%5,241CommonNONE
068463108BBSIBARRETT BUSINESS SVCS INC$2.5M0.05%67,742CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.4M0.05%7,788CommonNONE
30161N101EXCEXELON CORP$2.4M0.05%54,620CommonNONE
457152106INGMINGRAM MICRO HLDG CORP$2.4M0.05%110,642CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.3M0.05%23,533CommonNONE
91332U101UUNITY SOFTWARE INC$2.3M0.05%52,706CommonSOLE
704326107PAYXPAYCHEX INC$2.3M0.05%20,392CommonSOLE
923725105VETVERMILION ENERGY INC$2.3M0.05%273,845CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.3M0.05%10,883CommonNONE
896522109TRNTRINITY INDS INC$2.3M0.05%85,871CommonSOLE
94419L101WWAYFAIR INC$2.3M0.05%22,602CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2.3M0.05%13,022CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$2.2M0.05%274,676CommonSOLE
37637K108GTLBGITLAB INC$2.2M0.05%59,754CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$2.2M0.05%149,125CommonSOLE
23331A109DHID R HORTON INC$2.2M0.05%15,344CommonNONE
04335A105ARVNARVINAS INC$2.2M0.05%184,977CommonNONE
501044101KRKROGER CO$2.2M0.05%35,046CommonNONE
759530108RELXRELX PLC$2.2M0.05%54,119CommonSOLE
749607107RLIRLI CORP$2.2M0.05%33,827CommonNONE
31428X106FDXFEDEX CORP$2.1M0.05%7,400CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.1M0.05%33,219CommonSOLE
337738108FISVFISERV INC$2.1M0.04%30,745CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$2.1M0.04%18,883CommonSOLE
98980G102ZSZSCALER INC$2.0M0.04%8,912CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.0M0.04%83,018CommonSOLE
902973304USBUS BANCORP DEL$2.0M0.04%37,326CommonNONE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$2.0M0.04%42,370CommonSOLE
00246W103AXTIAXT INC$2.0M0.04%121,225CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$2.0M0.04%79,074CommonSOLE
G1110E107BHVNBIOHAVEN LTD$2.0M0.04%174,035CommonSOLE
088929104BGCBGC GROUP INC$2.0M0.04%219,785CommonSOLE
83570H108SONOSONOS INC$2.0M0.04%111,486CommonSOLE
74017N105PGENPRECIGEN INC$1.9M0.04%464,814CommonSOLE
300426103ECGEVERUS CONSTR GROUP$1.9M0.04%22,453CommonSOLE
77664L207ROOTROOT INC$1.9M0.04%26,227CommonSOLE
G06973112AUGOAURA MINERALS INC$1.9M0.04%37,459CommonSOLE
042735100ARWARROW ELECTRS INC$1.9M0.04%17,004CommonSOLE
88339P101REALTHE REALREAL INC$1.8M0.04%116,696CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$1.8M0.04%35,474CommonSOLE
981064108WFWOORI FINL GROUP INC$1.8M0.04%30,997CommonSOLE
051774107AURAURORA INNOVATION INC$1.8M0.04%473,559CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$1.8M0.04%30,948CommonNONE
038169207APLDAPPLIED DIGITAL CORP$1.8M0.04%73,790CommonSOLE
532206109LIFLIFE360 INC$1.8M0.04%28,205CommonNONE
842587107SOSOUTHERN CO$1.8M0.04%20,672CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.8M0.04%8,069CommonSOLE
45778Q107NSPINSPERITY INC$1.8M0.04%45,385CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.7M0.04%9,335CommonNONE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$1.7M0.04%630,257CommonSOLE
928254101VIRTVIRTU FINL INC$1.7M0.04%50,583CommonSOLE
624756102MLIMUELLER INDS INC$1.7M0.04%14,646CommonNONE
731068102PIIPOLARIS INC$1.7M0.04%26,252CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$1.7M0.04%22,961CommonSOLE
87043Q108SGSWEETGREEN INC$1.7M0.04%244,306CommonSOLE
H0036K147ADCTADC THERAPEUTICS SA$1.6M0.04%464,159CommonSOLE
057665200BCPCBALCHEM CORP$1.6M0.03%10,531CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.03%8,745CommonSOLE
10316T104BOXBOX INC$1.6M0.03%53,512CommonSOLE
012653101ALBALBEMARLE CORP$1.6M0.03%11,308CommonSOLE
670100205NVONOVO-NORDISK A S$1.6M0.03%31,433CommonSOLE
90353W103UIUBIQUITI INC$1.6M0.03%2,883CommonSOLE
17253J106CIFRCIPHER MINING INC$1.6M0.03%107,608CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$1.6M0.03%715,488CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.6M0.03%3,470CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.6M0.03%89,829CommonSOLE
56400P706MNKDMANNKIND CORP$1.5M0.03%269,796CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.5M0.03%41,565CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.5M0.03%7,918CommonNONE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$1.5M0.03%191,170CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.5M0.03%16,936CommonNONE
356390104FRHCFREEDOM HLDG CORP NEV$1.5M0.03%12,275CommonSOLE
92243G108PCVXVAXCYTE INC$1.5M0.03%31,779CommonSOLE
053332102AZOAUTOZONE INC$1.5M0.03%432CommonSOLE
046353108AZNNASTRAZENECA PLC$1.4M0.03%15,725CommonSOLE
745867101PHMPULTE GROUP INC$1.4M0.03%12,228CommonNONE
66661N886NPBNORTHPOINTE BANCSHARES INC.$1.4M0.03%84,668CommonSOLE
88025U109TXG10X GENOMICS INC$1.4M0.03%86,442CommonSOLE
047649108ATKRATKORE INC$1.4M0.03%22,158CommonSOLE
74758T303QLYSQUALYS INC$1.4M0.03%10,502CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.4M0.03%29,806CommonNONE
23204X103CTOSCUSTOM TRUCK ONE SOURCE INC$1.4M0.03%240,597CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.4M0.03%6,619CommonSOLE
03831W108APPAPPLOVIN CORP$1.4M0.03%2,010CommonSOLE
942622200WSOWATSCO INC$1.3M0.03%3,979CommonSOLE
59151K108MEOHMETHANEX CORP$1.3M0.03%33,539CommonSOLE
553498106MSAMSA SAFETY INC$1.3M0.03%8,050CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$1.3M0.03%40,858CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.3M0.03%3,285CommonNONE
03957W106AROCARCHROCK INC$1.3M0.03%48,685CommonSOLE
689648103OTTROTTER TAIL CORP$1.2M0.03%15,344CommonSOLE
47580P103JELDJELD-WEN HLDG INC$1.2M0.03%503,743CommonSOLE
680665205OLNOLIN CORP$1.2M0.03%58,489CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.2M0.03%7,536CommonNONE
456837103INGING GROEP N.V.$1.2M0.03%43,128CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.03%2,126CommonNONE
52476L109LGNLEGENCE CORP$1.2M0.03%27,884CommonSOLE
65158N102NMRKNEWMARK GROUP INC$1.2M0.03%68,488CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$1.2M0.03%41,548CommonNONE
45720N103INBXINHIBRX BIOSCIENCES INC$1.2M0.03%15,008CommonSOLE
058934100BBARBANCO BBVA ARGENTINA S A$1.2M0.03%65,226CommonSOLE
929160109VMCVULCAN MATLS CO$1.2M0.03%4,123CommonNONE
04040Y109ARISARIS MNG CORP$1.2M0.03%71,662CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1.2M0.03%16,824CommonNONE
47248R103JCAPJEFFERSON CAPITAL INC$1.1M0.02%51,240CommonSOLE
85209W109SPTSPROUT SOCIAL INC$1.1M0.02%101,050CommonSOLE
260003108DOVDOVER CORP$1.1M0.02%5,827CommonNONE
34965K107FTREFORTREA HLDGS INC$1.1M0.02%64,431CommonSOLE
254687106DISDISNEY WALT CO$1.1M0.02%9,703CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$1.1M0.02%71,670CommonSOLE
45827U109INTAINTAPP INC$1.1M0.02%23,965CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$1.1M0.02%8,803CommonSOLE
26701L100BROSDUTCH BROS INC$1.1M0.02%17,809CommonSOLE
784305104HTOH2O AMERICA$1.1M0.02%22,194CommonSOLE
M6191J100FROGJFROG LTD$1.1M0.02%17,386CommonNONE
705573103PEGAPEGASYSTEMS INC$1.1M0.02%18,154CommonSOLE
05379B107AVAAVISTA CORP$1.1M0.02%27,940CommonSOLE
30063P105EXKEXACT SCIENCES CORP$1.1M0.02%10,532CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$1.1M0.02%13,097CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.02%11,366CommonNONE
244199105DEDEERE & CO$1.1M0.02%2,282CommonNONE
N07059210ASMLASML HOLDING N V$1.0M0.02%975CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$1.0M0.02%103,747CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$1.0M0.02%58,286CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.0M0.02%16,617CommonSOLE
29269R105EFXTENERFLEX LTD$1.0M0.02%66,326CommonSOLE
91822M502VEONVEON LTD$1.0M0.02%19,360CommonSOLE
48241A105KBKB FINL GROUP INC$1.0M0.02%11,815CommonSOLE
337932107FEFIRSTENERGY CORP$1.0M0.02%22,506CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1.0M0.02%1,788CommonNONE
858119100STLDSTEEL DYNAMICS INC$1.0M0.02%5,916CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$997,9310.02%3,369CommonSOLE
G87052109TELTE CONNECTIVITY PLC$993,9910.02%4,369CommonNONE
703481101PTENPATTERSON-UTI ENERGY INC$992,5940.02%162,454CommonSOLE
Y2573F102FLEXFLEX LTD$987,0820.02%16,337CommonNONE
83422N105SLDPSOLID POWER INC$984,1220.02%231,558CommonSOLE
00508Y102AYIACUITY INC$974,6280.02%2,707CommonNONE
384109104GGGGRACO INC$974,2950.02%11,886CommonNONE
384637104GHCGRAHAM HLDGS CO$964,5710.02%878CommonSOLE
12572Q105CMECME GROUP INC$964,5190.02%3,532CommonSOLE
81762P102NOWSERVICENOW INC$956,8250.02%6,246CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$950,0860.02%20,927CommonSOLE
808541106MATVMATIV HOLDINGS INC$938,3320.02%77,229CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$932,0250.02%21,961CommonSOLE
427866108HSYHERSHEY CO$927,7340.02%5,098CommonNONE
447011107HUNHUNTSMAN CORP$924,2800.02%92,428CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$922,0370.02%6,501CommonSOLE
80004C200SNDKSANDISK CORP$920,5600.02%3,878CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$908,5420.02%10,017CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$908,2890.02%47,455CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$907,4120.02%265,325CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$907,1430.02%290,751CommonSOLE
031162100AMGNAMGEN INC$906,6490.02%2,770CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$898,5830.02%8,198CommonSOLE
947890109WBSWEBSTER FINL CORP$893,1820.02%14,191CommonNONE
58600110975ZSOHO HOUSE & CO INC$874,4150.02%97,591CommonSOLE
573075108MRTNMARTEN TRANS LTD$873,5290.02%76,760CommonSOLE
451051106IBTAIBOTTA INC$868,9910.02%38,231CommonSOLE
52466B103LZLEGALZOOM COM INC$860,4250.02%86,649CommonSOLE
124155102BFLYBUTTERFLY NETWORK INC$857,7630.02%225,727CommonSOLE
457669307INSMINSMED INC$849,8370.02%4,883CommonNONE
441593100HLIHOULIHAN LOKEY INC$849,0020.02%4,874CommonNONE
832248207SFDSMITHFIELD FOODS INC$841,6620.02%37,692CommonSOLE
05329W102ANAUTONATION INC$840,3740.02%4,070CommonSOLE
88025T102TENBTENABLE HLDGS INC$822,7030.02%34,964CommonNONE
49845K101KVYOKLAVIYO INC$819,7700.02%25,247CommonSOLE
053604104AVPTAVEPOINT INC$816,8990.02%58,812CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$815,5480.02%9,981CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC$814,3170.02%172,891CommonSOLE
025816109AXPAMERICAN EXPRESS CO$814,2600.02%2,201CommonNONE
336901103SRCE1ST SOURCE CORP$813,1820.02%13,013CommonNONE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$798,5550.02%111,530CommonSOLE
670002401NVAXNOVAVAX INC$798,0130.02%118,752CommonSOLE
032654105ADIANALOG DEVICES INC$794,0740.02%2,928CommonNONE
55939A107MAGNMAGNERA CORP$790,5810.02%52,218CommonSOLE
29280W109NRGVENERGY VAULT HOLDINGS INC$783,6400.02%169,987CommonSOLE
552848103MTGMGIC INVT CORP WIS$778,8010.02%26,653CommonSOLE
784117103SEICSEI INVTS CO$761,7200.02%9,287CommonNONE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$761,3040.02%12,218CommonNONE
67059N108NTNXNUTANIX INC$759,6880.02%14,697CommonSOLE
67103X102OFGOFG BANCORP$758,4990.02%18,509CommonSOLE
38071H106GROYGOLD ROYALTY CORP$754,6880.02%186,804CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$753,9210.02%2,703CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$752,4180.02%37,471CommonSOLE
206787103CNDTCONDUENT INC$747,4060.02%389,274CommonSOLE
75281A109RRCRANGE RES CORP$740,2480.02%20,994CommonSOLE
687793109OSCROSCAR HEALTH INC$736,3190.02%51,240CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$736,1280.02%10,368CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$735,1790.02%1,266CommonSOLE
12653C108CNXCNX RES CORP$730,9510.02%19,879CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$730,4490.02%831CommonSOLE

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.