Now live: Pro — the full 13F research suite for serious investorsSee pricing →
VOYA INVESTMENT MANAGEMENT LLC

Q1 2024 · 13F-HR/A

VOYA INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-12-06 · accession 0001068837-24-000018

$101.46B
Reported value
2,759
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2759

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$4.58B4.51%10,888,382CommonSHARED
67066G104NVDANVIDIA CORPORATION$3.36B3.32%3,726,005CommonSHARED
023135106AMZNAMAZON COM INC$3.35B3.30%18,592,351CommonSHARED
037833100AAPLAPPLE INC$2.10B2.07%12,244,443CommonSHARED
30303M102METAMETA PLATFORMS INC$2.08B2.05%4,281,890CommonSHARED
02079K305GOOGLALPHABET INC$1.80B1.77%11,935,936CommonSHARED
97717Y469UNIYWISDOMTREE TR$1.29B1.28%26,537,611CommonNONE
11135F101AVGOBROADCOM INC$1.22B1.20%917,215CommonSHARED
88160R101TSLATESLA INC$1.13B1.11%6,431,745CommonSHARED
79466L302CRMSALESFORCE INC$998.0M0.98%3,315,779CommonSHARED
532457108LLYELI LILLY & CO$994.8M0.98%1,279,725CommonSHARED
060505104BACBANK AMERICA CORP$789.9M0.78%20,837,518CommonSHARED
23804L103DDOGDATADOG INC$740.1M0.73%5,989,013CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$733.3M0.72%1,522,790CommonNONE
437076102HDHOME DEPOT INC$729.4M0.72%1,901,434CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$727.6M0.72%1,252,413CommonSHARED
907818108UNPUNION PAC CORP$713.2M0.70%2,900,046CommonNONE
595112103MUMICRON TECHNOLOGY INC$709.4M0.70%6,020,852CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$706.7M0.70%579,548CommonNONE
00724F101ADBEADOBE INC$702.4M0.69%1,392,919CommonSHARED
81762P102NOWSERVICENOW INC$701.4M0.69%920,553CommonSHARED
369604301GEGENERAL ELECTRIC CO$678.2M0.67%3,863,632CommonNONE
697435105PANWPALO ALTO NETWORKS INC$665.1M0.66%2,341,617CommonSHARED
92826C839VVISA INC$636.7M0.63%2,284,046CommonSHARED
679295105OKTAOKTA INC$601.3M0.59%5,747,735CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$601.0M0.59%3,332,747CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$575.0M0.57%8,400,281CommonSHARED
806857108SLBSCHLUMBERGER LTD$529.9M0.52%9,667,830CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$529.5M0.52%1,652,470CommonSHARED
N07059210ASMLASML HOLDING N V$521.2M0.51%537,292CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$516.8M0.51%12,317,273CommonNONE
46625H100JPMJPMORGAN CHASE & CO$510.3M0.50%2,547,666CommonNONE
166764100CVXCHEVRON CORP NEW$473.5M0.47%3,003,530CommonNONE
517834107LVSLAS VEGAS SANDS CORP$466.2M0.46%9,022,434CommonSHARED
17275R102CSCOCISCO SYS INC$458.6M0.45%9,188,593CommonNONE
82509L107SHOPSHOPIFY INC$458.5M0.45%5,940,792CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$454.5M0.45%156,436CommonSHARED
235851102DHRDANAHER CORPORATION$452.7M0.45%1,812,991CommonNONE
65339F101NEENEXTERA ENERGY INC$450.6M0.44%7,053,348CommonSHARED
949746101WMT2WELLS FARGO CO NEW$450.6M0.44%7,774,196CommonNONE
036752103ELVELEVANCE HEALTH INC$449.1M0.44%866,328CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$446.5M0.44%1,286,114CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$436.5M0.43%1,038,071CommonSHARED
M7S64H106MNDYMONDAY COM LTD$434.1M0.43%1,921,942CommonNONE
N14506104ESTCELASTIC N V$433.6M0.43%4,325,903CommonNONE
30161N101EXCEXELON CORP$422.2M0.42%11,236,422CommonNONE
773903109ROKROCKWELL AUTOMATION INC$413.6M0.41%1,420,265CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$401.8M0.40%2,953,392CommonSHARED
682189105ONON SEMICONDUCTOR CORP$396.1M0.39%5,385,602CommonNONE
336433107FSLRFIRST SOLAR INC$393.6M0.39%2,331,926CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$392.3M0.39%939,426CommonSHARED
252131107DXCMDEXCOM INC$390.8M0.39%2,817,611CommonSHARED
60937P106MDBMONGODB INC$387.4M0.38%1,080,431CommonSHARED
461202103INTUINTUIT$387.3M0.38%595,860CommonNONE
02079K107GOOGALPHABET INC$383.4M0.38%2,517,774CommonNONE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$374.4M0.37%332,085,000CommonNONE
020002101ALLALLSTATE CORP$369.1M0.36%2,133,129CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$361.8M0.36%6,107,168CommonNONE
90138F102TWLOTWILIO INC$360.2M0.36%5,890,299CommonNONE
172967424CCITIGROUP INC$353.8M0.35%5,594,804CommonNONE
872540109TJXTJX COS INC NEW$352.0M0.35%3,471,184CommonNONE
58155Q103MCKMCKESSON CORP$350.1M0.35%652,149CommonSHARED
00287Y109ABBVABBVIE INC$346.8M0.34%1,906,774CommonSHARED
90384S303ULTAULTA BEAUTY INC$344.8M0.34%659,478CommonSHARED
842587DP9SO 3.875 12/15/25SOUTHERN CO$342.2M0.34%343,490,000CommonNONE
29355A107ENPHENPHASE ENERGY INC$341.0M0.34%2,818,839CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$339.1M0.33%1,716,370CommonNONE
64110L106NFLXNETFLIX INC$337.6M0.33%556,525CommonSHARED
443573100HUBSHUBSPOT INC$326.7M0.32%521,357CommonSHARED
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$325.4M0.32%295,965,000CommonNONE
002824100ABTABBOTT LABS$321.0M0.32%2,823,796CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$318.8M0.31%267,055CommonNONE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$318.8M0.31%5,000,000CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$318.4M0.31%3,331,833CommonNONE
038222105AMATAPPLIED MATLS INC$316.1M0.31%1,532,834CommonNONE
G29183103ETNEATON CORP PLC$305.6M0.30%977,258CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$298.4M0.29%6,346,673CommonNONE
291011104EMREMERSON ELEC CO$298.4M0.29%2,630,915CommonSHARED
75513E101RTXRTX CORPORATION$296.7M0.29%3,041,792CommonNONE
30231G102XOMEXXON MOBIL CORP$295.3M0.29%2,540,361CommonSHARED
254687106DISDISNEY WALT CO$290.9M0.29%2,377,709CommonNONE
617446448MSMORGAN STANLEY$286.3M0.28%3,040,766CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$281.1M0.28%2,500,179CommonSHARED
871607107SNPSSYNOPSYS INC$272.3M0.27%476,524CommonNONE
18915M107NETCLOUDFLARE INC$269.3M0.27%2,781,213CommonSHARED
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$266.8M0.26%281,355,000CommonNONE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$264.8M0.26%267,725,000CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$262.4M0.26%5,030,882CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$260.5M0.26%751,644CommonSHARED
87612E106TGTTARGET CORP$259.7M0.26%1,465,570CommonNONE
14040H105COFCAPITAL ONE FINL CORP$257.0M0.25%1,726,330CommonNONE
548661107LOWLOWES COS INC$255.9M0.25%1,004,480CommonNONE
25809K105DASHDOORDASH INC$253.0M0.25%1,837,008CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$250.8M0.25%1,689,487CommonSHARED
20825C104COPCONOCOPHILLIPS$249.4M0.25%1,962,130CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$249.1M0.25%937,706CommonSHARED
046353108AZNNASTRAZENECA PLC$249.0M0.25%3,674,701CommonNONE
579780206MKCMCCORMICK & CO INC$243.2M0.24%3,169,756CommonSHARED
778296103ROSTROSS STORES INC$240.7M0.24%1,642,303CommonSHARED
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$239.6M0.24%287,805,000CommonNONE
654106103NKENIKE INC$239.5M0.24%2,548,070CommonNONE
21036P108STZCONSTELLATION BRANDS INC$239.1M0.24%881,080CommonSHARED
609207105MDLZMONDELEZ INTL INC$237.6M0.23%3,398,621CommonSHARED
701094104PHPARKER-HANNIFIN CORP$234.0M0.23%421,876CommonSHARED
893641100TDGTRANSDIGM GROUP INC$233.8M0.23%189,811CommonSHARED
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$233.2M0.23%251,810,000CommonNONE
98980G102ZSZSCALER INC$232.1M0.23%1,204,995CommonSHARED
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$230.7M0.23%217,400,000CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$230.2M0.23%63,547CommonSHARED
34959E109FTNTFORTINET INC$229.7M0.23%3,363,293CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$228.1M0.22%234,733CommonSHARED
053332102AZOAUTOZONE INC$226.9M0.22%72,001CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$226.7M0.22%309,391CommonNONE
615369105MCOMOODYS CORP$223.0M0.22%567,507CommonNONE
45687V106IRINGERSOLL RAND INC$222.7M0.22%2,350,319CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$221.6M0.22%556,134CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$221.4M0.22%447,582CommonSHARED
595017AU8MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC.$219.4M0.22%205,775,000CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$217.8M0.21%4,340,430CommonNONE
833445109SNOWSNOWFLAKE INC$216.5M0.21%1,339,641CommonSHARED
G54950103LINLINDE PLC$214.9M0.21%462,854CommonSHARED
852234AF0XYZ 0.125 03/01/25BLOCK INC$214.6M0.21%209,150,000CommonSHARED
00206R102TAT&T INC$214.2M0.21%12,171,265CommonSHARED
40412C101HCAHCA HEALTHCARE INC$212.3M0.21%636,983CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$211.9M0.21%855,267CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$211.5M0.21%2,985,790CommonSHARED
217204106CPRTCOPART INC$211.1M0.21%3,651,409CommonSHARED
12572Q105CMECME GROUP INC$206.8M0.20%960,685CommonNONE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$204.4M0.20%185,625,000CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$204.4M0.20%1,489,063CommonSHARED
958102105WDCWESTERN DIGITAL CORP.$197.8M0.19%2,898,976CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$197.7M0.19%3,939,703CommonNONE
Y2573F102FLEXFLEX LTD$196.7M0.19%6,873,727CommonNONE
863667101SYKSTRYKER CORPORATION$195.6M0.19%546,907CommonSHARED
009066AB7ABNB 0 03/15/26AIRBNB INC$195.0M0.19%209,120,000CommonNONE
149123101CATCATERPILLAR INC$194.0M0.19%529,467CommonNONE
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$193.9M0.19%223,550,000CommonNONE
852234103XYZBLOCK INC$193.8M0.19%2,291,548CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$192.8M0.19%619,310CommonSHARED
718172109PMPHILIP MORRIS INTL INC$190.6M0.19%2,080,460CommonSHARED
742718109PGPROCTER AND GAMBLE CO$188.6M0.19%1,162,591CommonSHARED
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$187.8M0.19%201,400,000CommonNONE
98138H101WDAYWORKDAY INC$187.3M0.18%687,781CommonSHARED
892672106TWTRADEWEB MKTS INC$186.7M0.18%1,795,420CommonSHARED
95040Q104WELLWELLTOWER INC$183.8M0.18%1,968,922CommonSHARED
478160104JNJJOHNSON & JOHNSON$183.5M0.18%1,159,842CommonSHARED
58933Y105MRKMERCK & CO INC$182.4M0.18%1,382,434CommonSHARED
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$180.1M0.18%180,940,000CommonNONE
04342Y104ASANASANA INC$179.7M0.18%11,602,121CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$178.4M0.18%714,535CommonSHARED
931142103WMTWALMART INC$178.1M0.18%2,961,548CommonSHARED
88339J105TTDTHE TRADE DESK INC$174.8M0.17%2,001,976CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$174.1M0.17%1,940,731CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$173.6M0.17%1,167,981CommonSHARED
22160N109CSGPCOSTAR GROUP INC$172.5M0.17%1,785,722CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$168.8M0.17%10,531,071CommonSHARED
50212V100LPLALPL FINL HLDGS INC$167.9M0.17%636,536CommonSHARED
052769106ADSKAUTODESK INC$167.7M0.17%643,981CommonNONE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$166.5M0.16%180,070,000CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$165.2M0.16%1,479,019CommonNONE
345370CZ1F 0 03/15/26FORD MTR CO DEL$164.8M0.16%158,710,000CommonNONE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$164.0M0.16%184,275,000CommonNONE
12468P104AIC3 AI INC$163.6M0.16%6,043,929CommonNONE
05352A100AVTRAVANTOR INC$163.5M0.16%6,393,609CommonNONE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$162.3M0.16%188,765,000CommonNONE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$162.1M0.16%188,610,000CommonNONE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$162.1M0.16%159,550,000CommonNONE
226718104CRTOCRITEO S A$160.2M0.16%4,567,705CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$160.0M0.16%236,250CommonSHARED
56585A102MPCMARATHON PETE CORP$159.1M0.16%789,355CommonSHARED
91332U101UUNITY SOFTWARE INC$158.5M0.16%5,936,686CommonNONE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$156.2M0.15%166,175,000CommonNONE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$155.2M0.15%146,800,000CommonNONE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$154.3M0.15%152,890,000CommonNONE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$154.3M0.15%167,595,000CommonNONE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$153.9M0.15%182,585,000CommonNONE
72352L106PINSPINTEREST INC$153.6M0.15%4,429,665CommonSHARED
94419LAM3W 0.625 10/01/25WAYFAIR INC$153.1M0.15%164,845,000CommonNONE
88025T102TENBTENABLE HLDGS INC$153.1M0.15%3,096,665CommonSHARED
20717MAB9CFLT 0 01/15/27CONFLUENT INC$152.8M0.15%177,420,000CommonNONE
31428X106FDXFEDEX CORP$152.4M0.15%526,064CommonNONE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$151.3M0.15%257,160,000CommonNONE
233051432HYLBDBX ETF TR$149.8M0.15%4,193,945CommonNONE
81730H109SSENTINELONE INC$149.3M0.15%6,405,564CommonSHARED
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$148.1M0.15%190,620,000CommonNONE
125523100CITHE CIGNA GROUP$145.9M0.14%401,738CommonSHARED
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$144.2M0.14%169,165,000CommonNONE
83304AAB2SNAP 0.75 08/01/26SNAP INC$143.9M0.14%149,675,000CommonNONE
855244109SBUXSTARBUCKS CORP$143.6M0.14%1,571,303CommonNONE
040413106ANETEURARISTA NETWORKS INC$141.3M0.14%487,198CommonSHARED
090043100BILLBILL HOLDINGS INC$137.9M0.14%2,006,498CommonNONE
94419LAF8W 1 08/15/26WAYFAIR INC$137.2M0.14%148,070,000CommonNONE
550021109LULULULULEMON ATHLETICA INC$136.4M0.13%349,605CommonSHARED
77543R102ROKUROKU INC$131.0M0.13%2,010,307CommonNONE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$130.5M0.13%89,480,000CommonNONE
29786AAN6ETSY 0.25 06/15/28ETSY INC$128.7M0.13%162,925,000CommonNONE
032654105ADIANALOG DEVICES INC$128.5M0.13%649,605CommonSHARED
G6095L109APTIV PLC$128.2M0.13%1,609,940CommonNONE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$126.3M0.12%137,320,000CommonNONE
83304AAF3SNAP 0 05/01/27SNAP INC$126.3M0.12%156,105,000CommonNONE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$126.1M0.12%92,200,000CommonNONE
771049103RBLXROBLOX CORP$124.4M0.12%3,262,546CommonSHARED
852234AK9XYZ 0.25 11/01/27BLOCK INC$121.0M0.12%144,535,000CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$120.5M0.12%1,805,821CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$120.0M0.12%1,558,002CommonNONE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$119.9M0.12%126,860,000CommonNONE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$118.9M0.12%134,785,000CommonNONE
713448108PEPPEPSICO INC$117.8M0.12%673,115CommonSHARED
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$116.8M0.12%88,780,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$116.3M0.11%2,682,232CommonSHARED
679295AF2OKTA 0.375 06/15/26OKTA INC$116.2M0.11%126,115,000CommonNONE
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$115.9M0.11%119,950,000CommonNONE
754730109RJFRAYMOND JAMES FINL INC$115.7M0.11%900,672CommonSHARED
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$114.4M0.11%95,000,000CommonNONE
191216100KOCOCA COLA CO$113.6M0.11%1,856,095CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$112.7M0.11%200,958CommonSHARED
M6191J100FROGJFROG LTD$111.9M0.11%2,530,752CommonSHARED
747525103QCOMQUALCOMM INC$111.8M0.11%660,138CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$108.7M0.11%1,123,533CommonSHARED
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$107.0M0.11%112,435,000CommonNONE
852234AJ2XYZ 0 05/01/26BLOCK INC$106.9M0.11%119,055,000CommonNONE
78709Y105SAIASAIA INC$106.8M0.11%182,629CommonSHARED
031162100AMGNAMGEN INC$106.5M0.10%374,472CommonNONE
031100100AMEAMETEK INC$103.7M0.10%567,628CommonSHARED
759916109RGENREPLIGEN CORP$103.5M0.10%562,803CommonSHARED
91913Y100VLOVALERO ENERGY CORP$103.2M0.10%604,586CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$101.5M0.10%1,761,740CommonSHARED
29786AAL0ETSY 0.125 09/01/27ETSY INC$99.9M0.10%118,665,000CommonNONE
053611109AVYAVERY DENNISON CORP$98.4M0.10%441,869CommonSHARED
500754106KHCKRAFT HEINZ CO$98.2M0.10%2,661,712CommonSHARED
16411R208LNGCHENIERE ENERGY INC$96.0M0.09%595,913CommonSHARED
49177J102KVUEKENVUE INC$93.8M0.09%4,371,590CommonSHARED
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$93.7M0.09%110,945,000CommonNONE
94419LAD3W 1.125 11/01/24WAYFAIR INC$93.3M0.09%94,760,000CommonNONE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$92.9M0.09%126,425,000CommonNONE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$92.7M0.09%91,895,000CommonNONE
941848103WATWATERS CORP$92.5M0.09%269,226CommonSHARED
68389X105ORCLORACLE CORP$92.4M0.09%735,650CommonSHARED
03073E105CORCENCORA INC$91.1M0.09%374,822CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$90.3M0.09%791,630CommonSHARED
16679L109CHWYCHEWY INC$89.0M0.09%5,596,856CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$88.9M0.09%862,340CommonSHARED
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$88.3M0.09%2,268,000CommonNONE
83304AAH9SNAP 0.125 03/01/28SNAP INC$88.2M0.09%115,395,000CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$87.6M0.09%1,068,597CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$87.0M0.09%1,065,779CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$86.5M0.09%2,861,296CommonNONE
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$85.7M0.08%95,060,000CommonNONE
482480100KLACKLA CORP$84.6M0.08%121,072CommonSHARED
86745KAH7NOVA 2.625 02/15/28SUNNOVA ENERGY INTL INC.$84.3M0.08%206,790,000CommonNONE
632307104NTRANATERA INC$83.1M0.08%908,804CommonSHARED
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$82.9M0.08%83,630,000CommonNONE
580135101MCDMCDONALDS CORP$82.0M0.08%290,667CommonSHARED
89832Q109TFCTRUIST FINL CORP$81.9M0.08%2,100,834CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$81.5M0.08%1,053,701CommonNONE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$81.2M0.08%94,375,000CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$80.9M0.08%910,320CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$80.0M0.08%418,746CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$79.7M0.08%82,827CommonNONE
375558103GILDGILEAD SCIENCES INC$79.3M0.08%1,082,535CommonNONE
458140100INTCINTEL CORP$78.4M0.08%1,774,904CommonSHARED
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$78.1M0.08%124,435,000CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$78.0M0.08%716,833CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$77.7M0.08%218,905CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$74.8M0.07%317,343CommonSHARED
268150109DTDYNATRACE INC$74.0M0.07%1,594,491CommonSHARED
92338C103VLTOVERALTO CORP$73.2M0.07%825,858CommonNONE
74340W103PLDPROLOGIS INC.$72.8M0.07%559,053CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$70.8M0.07%712,867CommonNONE
717081103PFEPFIZER INC$70.4M0.07%2,536,272CommonSHARED
438516106HONHONEYWELL INTL INC$70.1M0.07%341,376CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$69.3M0.07%1,278,206CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$69.0M0.07%953,105CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$68.6M0.07%164,286CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$68.4M0.07%417,271CommonSHARED
29415FAB0ENVISTA HOLDINGS CORPORATION$68.3M0.07%58,700,000CommonNONE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$68.3M0.07%74,540,000CommonNONE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$67.2M0.07%85,490,000CommonNONE
922280102VRNSVARONIS SYS INC$67.0M0.07%1,420,264CommonSHARED
244199105DEDEERE & CO$66.4M0.07%161,735CommonSHARED
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$66.4M0.07%68,145,000CommonNONE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$65.8M0.06%80,295,000CommonNONE
G5960L103MDTMEDTRONIC PLC$65.7M0.06%753,884CommonSHARED
882508104TXNTEXAS INSTRS INC$65.6M0.06%376,374CommonSHARED
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$65.3M0.06%68,115,000CommonNONE
126650100CVSCVS HEALTH CORP$65.1M0.06%816,266CommonSHARED
42809H107HESHESS CORP$65.0M0.06%426,114CommonSHARED
88033G407THCTENET HEALTHCARE CORP$65.0M0.06%618,597CommonSHARED
86800U104SMCIUSDSUPER MICRO COMPUTER INC$64.8M0.06%64,116CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$64.5M0.06%22,655,000CommonSHARED
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$64.3M0.06%68,250,000CommonNONE
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$64.2M0.06%69,990,000CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$64.0M0.06%48,079CommonSHARED
26875P101EOGEOG RES INC$63.4M0.06%495,613CommonSHARED
854502101SWKSTANLEY BLACK & DECKER INC$62.4M0.06%636,765CommonNONE
62914VAF3NIO 0.5 02/01/27NIO INC$62.0M0.06%67,775,000CommonNONE
74758T303QLYSQUALYS INC$61.7M0.06%369,823CommonSHARED
15118V207CELHCELSIUS HLDGS INC$61.2M0.06%739,942CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$60.5M0.06%435,002CommonSHARED
743315103PGRPROGRESSIVE CORP$59.3M0.06%286,636CommonSHARED
02209S103MOALTRIA GROUP INC$59.3M0.06%1,358,373CommonSHARED
29414B104EPAMEPAM SYS INC$58.9M0.06%213,390CommonNONE
025816109AXPAMERICAN EXPRESS CO$58.3M0.06%256,210CommonSHARED
775711104ROLROLLINS INC$58.0M0.06%1,253,589CommonSHARED
92940WAD1WIX 0 08/15/25WIX COM LTD$58.0M0.06%62,475,000CommonNONE
74762E102QUREQUANTA SVCS INC$57.9M0.06%222,723CommonSHARED
171484108CHDNCHURCHILL DOWNS INC$56.7M0.06%458,011CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$56.5M0.06%627,945CommonSHARED
26210C104DBXDROPBOX INC$56.5M0.06%2,324,188CommonSHARED
03076C106AMPAMERIPRISE FINL INC$56.2M0.06%128,151CommonNONE
65290E101NXTNEXTRACKER INC$56.2M0.06%998,411CommonSHARED
127190304CACICACI INTL INC$56.0M0.06%147,709CommonSHARED
69370C100PTCPTC INC$55.8M0.05%295,326CommonNONE
464287804IJRISHARES TR$55.8M0.05%504,769CommonNONE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$55.3M0.05%80,835,000CommonNONE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$54.9M0.05%46,330,000CommonSHARED
G9460G101VALVALARIS LTD$54.8M0.05%728,472CommonNONE
013872106AAALCOA CORP$54.6M0.05%1,616,458CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$54.4M0.05%200,730CommonSHARED
09247X101BLKCHFBLACKROCK INC$53.2M0.05%63,826CommonSHARED
097023105BABOEING CO$52.9M0.05%274,031CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$52.8M0.05%729,919CommonSHARED
260557103DOWDOW INC$52.6M0.05%907,924CommonSHARED
172908105CTASCINTAS CORP$52.5M0.05%76,372CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$52.4M0.05%286,916CommonSHARED
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$52.3M0.05%53,750,000CommonNONE
78409V104SPGIS&P GLOBAL INC$51.9M0.05%122,060CommonSHARED
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$51.3M0.05%55,615,000CommonNONE
055622104BPBP PLC$51.1M0.05%1,355,862CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$50.8M0.05%191,461CommonNONE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$50.3M0.05%35,570,000CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$49.8M0.05%269,553CommonNONE
750917106RMBSRAMBUS INC DEL$49.4M0.05%799,538CommonSHARED
125269100CFCF INDS HLDGS INC$49.1M0.05%590,313CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$49.0M0.05%237,932CommonSHARED
457730109INSPINSPIRE MED SYS INC$48.5M0.05%225,747CommonSHARED
00288U106ABCLABCELLERA BIOLOGICS INC$48.1M0.05%10,624,185CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$47.3M0.05%453,771CommonSHARED
29362U104ENTGENTEGRIS INC$45.9M0.05%326,742CommonSHARED
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$45.8M0.05%39,450,000CommonSHARED
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$45.6M0.04%15,965,000CommonSHARED
759509102RSRELIANCE INC$45.6M0.04%136,356CommonSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$45.6M0.04%37,035,000CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$45.4M0.04%1,354,415CommonSHARED
78442P106SLMSLM CORP$45.4M0.04%2,081,936CommonSHARED
464287226AGGISHARES TR$45.4M0.04%463,120CommonNONE
98978V103ZTSZOETIS INC$45.0M0.04%265,950CommonNONE
876030107TPRTAPESTRY INC$45.0M0.04%946,988CommonSHARED
872590104TMUST-MOBILE US INC$44.2M0.04%270,497CommonSHARED
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$44.1M0.04%48,905,000CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$43.7M0.04%337,634CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$43.4M0.04%95,406CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$43.1M0.04%172,623CommonSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$43.0M0.04%206,275CommonSHARED
260003108DOVDOVER CORP$42.9M0.04%241,843CommonSHARED
539183AA1TDOC 0.875 06/01/25LIVONGO HEALTH INC$42.8M0.04%45,170,000CommonNONE
148929102CAVACAVA GROUP INC$42.6M0.04%608,604CommonSHARED
94419LAP6W 3.25 09/15/27WAYFAIR INC$42.4M0.04%32,175,000CommonSHARED
278865100ECLECOLAB INC$42.3M0.04%183,197CommonSHARED
233331107DTEDTE ENERGY CO$41.9M0.04%373,987CommonSHARED
632307AB0NTRA 2.25 05/01/27NATERA INC$41.8M0.04%17,075,000CommonSHARED
368736104GNRCGENERAC HLDGS INC$41.7M0.04%330,591CommonNONE
464287507IJHISHARES TR$41.5M0.04%682,604CommonNONE
45332Y109NARIUSDINARI MED INC$41.1M0.04%857,259CommonSHARED
88162G103TTEKTETRA TECH INC NEW$41.0M0.04%222,187CommonSHARED
16115Q308GTLSCHART INDS INC$40.6M0.04%246,385CommonSHARED
718546104PSXPHILLIPS 66$40.2M0.04%246,094CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$40.1M0.04%597,886CommonNONE
L44385109GLOBGLOBANT S A$40.0M0.04%198,082CommonSHARED
09061GAH4BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL INC$39.9M0.04%40,540,000CommonNONE
12653CAG3CNX 2.25 05/01/26CNX RES CORP$39.8M0.04%21,000,000CommonSHARED
37045V100GMGENERAL MTRS CO$39.4M0.04%868,911CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$39.4M0.04%184,702CommonSHARED
28414H103ELANELANCO ANIMAL HEALTH INC$39.0M0.04%2,397,947CommonNONE
830830105SKYSKYLINE CHAMPION CORPORATION$39.0M0.04%458,269CommonSHARED
59156R108METMETLIFE INC$38.9M0.04%525,090CommonSHARED
34959J108FTVFORTIVE CORP$38.7M0.04%449,519CommonSHARED
466313103JBLJABIL INC$38.5M0.04%287,462CommonSHARED
009158106APDAIR PRODS & CHEMS INC$38.4M0.04%158,418CommonSHARED
842587107SOSOUTHERN CO$38.3M0.04%533,671CommonSHARED
37637K108GTLBGITLAB INC$37.7M0.04%646,647CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$37.7M0.04%579,882CommonNONE
H1467J104CBCHUBB LIMITED$37.7M0.04%145,393CommonSHARED
753422104RPDRAPID7 INC$37.6M0.04%767,408CommonSHARED
45168D104IDXXIDEXX LABS INC$37.5M0.04%69,519CommonNONE
892356106TSCOTRACTOR SUPPLY CO$37.5M0.04%143,305CommonSHARED
10950A205BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC$37.2M0.04%825,015CommonNONE
75737FAC2RDFN 0 10/15/25REDFIN CORP$37.0M0.04%42,385,000CommonNONE
55405YAB6MTSI 0.25 03/15/26MACOM TECH SOLUTIONS HLDGS I$36.9M0.04%29,175,000CommonSHARED
G3730V105FTAIFTAI AVIATION LTD$36.7M0.04%545,545CommonSHARED
126408103CSXCSX CORP$36.6M0.04%986,831CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$36.5M0.04%278,484CommonSHARED
302081104EXLSEXLSERVICE HOLDINGS INC$36.3M0.04%1,140,197CommonSHARED
88579Y101MMM3M CO$36.2M0.04%341,726CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$36.2M0.04%248,829CommonSHARED
607828100MODMODINE MFG CO$36.1M0.04%379,759CommonSHARED
025932104AFGAMERICAN FINL GROUP INC OHIO$36.1M0.04%264,384CommonSHARED
G0403H108AONAON PLC$36.0M0.04%107,952CommonSHARED
345370860FFORD MTR CO DEL$35.9M0.04%2,705,750CommonSHARED
693656100PVHPVH CORPORATION$35.7M0.04%254,099CommonSHARED
902973304USBUS BANCORP DEL$35.3M0.03%789,310CommonSHARED
29444U700EQIXEQUINIX INC$35.0M0.03%42,408CommonNONE
46266C105IQVIQVIA HLDGS INC$34.9M0.03%138,201CommonSHARED
238337109PLAYDAVE & BUSTERS ENTMT INC$34.5M0.03%551,745CommonSHARED
58733R102MELIMERCADOLIBRE INC$34.4M0.03%22,775CommonSHARED
23331A109DHID R HORTON INC$34.4M0.03%209,151CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$34.1M0.03%1,482,346CommonNONE
45826HAB5ITGR 2.125 02/15/28INTEGER HLDGS CORP$34.0M0.03%23,470,000CommonSHARED
369550108GDGENERAL DYNAMICS CORP$34.0M0.03%120,292CommonSHARED
292554AP7ECPG 4 03/15/29ENCORE CAP GROUP INC$33.9M0.03%36,090,000CommonSHARED
537008104LFUSLITTELFUSE INC$33.9M0.03%139,980CommonSHARED
337738108FISVFISERV INC$33.7M0.03%211,092CommonSHARED
665531307NOGNORTHERN OIL & GAS INC$33.3M0.03%838,902CommonSHARED
453204AD1PI 1.125 05/15/27IMPINJ INC$33.1M0.03%24,450,000CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$33.1M0.03%29,283CommonNONE
73278L105POOLPOOL CORP$32.9M0.03%81,624CommonSHARED
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$32.9M0.03%35,205,000CommonSHARED
358039AB1FRPT 3 04/01/28FRESHPET INC$32.4M0.03%18,000,000CommonSHARED
032095101APHAMPHENOL CORP NEW$32.3M0.03%279,831CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$32.2M0.03%147,032CommonSHARED
86614U1007SUSUMMIT MATLS INC$31.9M0.03%714,907CommonSHARED
09260D107BXBLACKSTONE INC$31.7M0.03%241,019CommonSHARED
31188VAB6FSLY 0 03/15/26FASTLY INC$31.6M0.03%34,620,000CommonNONE
82982T106SITMSITIME CORP$31.5M0.03%337,574CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$31.4M0.03%271,664CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$31.2M0.03%103,846CommonNONE
005098108GOLFACUSHNET HLDGS CORP$31.0M0.03%469,632CommonSHARED
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$30.9M0.03%18,095,000CommonSHARED
65473P105NINISOURCE INC$30.6M0.03%1,106,347CommonSHARED
703343103PATKPATRICK INDS INC$30.3M0.03%253,712CommonSHARED
20717M1038QRCONFLUENT INC$30.0M0.03%982,508CommonSHARED
216648501COOCOOPER COS INC$30.0M0.03%295,438CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$29.9M0.03%190,865CommonSHARED
693506107PPGPPG INDS INC$29.9M0.03%206,032CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$29.8M0.03%381,557CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$29.6M0.03%128,661CommonSHARED
03662Q105AKXANSYS INC$29.5M0.03%84,926CommonNONE
40416E103HCIHCI GROUP INC$29.3M0.03%252,040CommonSHARED
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$29.1M0.03%494,692CommonNONE
72407810062CPIPER SANDLER COMPANIES$28.8M0.03%144,926CommonSHARED
384802104GWWGRAINGER W W INC$28.6M0.03%28,095CommonSHARED
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$28.6M0.03%580,097CommonSHARED
M87915274TSEMTOWER SEMICONDUCTOR LTD$28.5M0.03%852,367CommonSHARED
89531P105TREXTREX CO INC$28.4M0.03%284,970CommonSHARED
406216101HALHALLIBURTON CO$28.2M0.03%714,568CommonSHARED
00847J105AGYSAGILYSYS INC$28.0M0.03%332,727CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$27.7M0.03%354,223CommonSHARED
94106L109WMWASTE MGMT INC DEL$27.6M0.03%129,700CommonSHARED
29476L107EQREQUITY RESIDENTIAL$27.5M0.03%435,928CommonSHARED
281020107EIXEDISON INTL$27.4M0.03%386,842CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$26.8M0.03%410,405CommonSHARED
571903202MARMARRIOTT INTL INC NEW$26.8M0.03%106,239CommonSHARED
816851109SRESEMPRA$26.8M0.03%372,632CommonSHARED
704326107PAYXPAYCHEX INC$26.5M0.03%215,718CommonSHARED
60770K107MRNAMODERNA INC$26.5M0.03%248,419CommonNONE
03940C100ACLXGBXARCELLX INC$26.5M0.03%380,323CommonSHARED
457669AA7INSMED INC$26.3M0.03%24,610,000CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$26.3M0.03%305,830CommonSHARED
594972408MSTRMICROSTRATEGY INC$26.1M0.03%15,325CommonSHARED
55354G100MSCIMSCI INC$26.0M0.03%46,467CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$25.9M0.03%96,482CommonSHARED
075887109BDXBECTON DICKINSON & CO$25.7M0.03%103,778CommonSHARED
01741RAK8ATI 3.5 06/15/25ATI INC$25.7M0.03%7,735,000CommonSHARED
55405W104MYRGMYR GROUP INC DEL$25.6M0.03%144,861CommonSHARED
07831C103BRBRBELLRING BRANDS INC$25.5M0.03%432,148CommonSHARED
91347P105OLEDUNIVERSAL DISPLAY CORP$25.5M0.03%151,157CommonSHARED
64125CAD1NEUROCRINE BIOSCIENCES INC$25.4M0.03%14,000,000CommonSHARED
147448104CWSTCASELLA WASTE SYS INC$25.2M0.02%254,735CommonSHARED
G1110E107BHVNBIOHAVEN LTD$25.2M0.02%460,404CommonSHARED
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$25.0M0.02%12,910,000CommonSHARED
184496107CLHCLEAN HARBORS INC$25.0M0.02%123,964CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$24.9M0.02%222,279CommonSHARED
78464A870XBISPDR SER TR$24.8M0.02%261,586CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$24.8M0.02%426,874CommonSHARED
922417100VECOVEECO INSTRS INC DEL$24.8M0.02%705,448CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$24.8M0.02%191,686CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$24.8M0.02%125,006CommonNONE
87612G101TRGPTARGA RES CORP$24.7M0.02%221,001CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$24.7M0.02%440,326CommonSHARED
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$24.6M0.02%21,200,000CommonSHARED
311900104FASTFASTENAL CO$24.4M0.02%316,943CommonSHARED
40171V100GWREGUIDEWIRE SOFTWARE INC$24.2M0.02%207,627CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$24.2M0.02%50,493CommonSHARED
68404L201OPCHOPTION CARE HEALTH INC$24.1M0.02%719,001CommonSHARED
969457100WMBWILLIAMS COS INC$23.8M0.02%609,495CommonSHARED
370334104GISGENERAL MLS INC$23.7M0.02%339,096CommonSHARED
009066101ABNBAIRBNB INC$23.7M0.02%143,453CommonSHARED
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$23.5M0.02%21,880,000CommonNONE
231021106CMICUMMINS INC$23.4M0.02%79,561CommonSHARED
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$23.4M0.02%20,000,000CommonSHARED
359694106FULFULLER H B CO$23.4M0.02%293,460CommonSHARED
302941109FCNFTI CONSULTING INC$23.4M0.02%111,070CommonNONE
285512109EAELECTRONIC ARTS INC$23.2M0.02%174,715CommonSHARED
H01301128ALCALCON AG$23.1M0.02%277,839CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$23.1M0.02%142,690CommonSHARED
82706C108SIMOSILICON MOTION TECHNOLOGY CO$23.0M0.02%299,518CommonSHARED
22822V101CCICROWN CASTLE INC$22.9M0.02%216,482CommonNONE
988498101YUMYUM BRANDS INC$22.7M0.02%163,935CommonSHARED
371901109GNTXGENTEX CORP$22.6M0.02%626,444CommonSHARED
366651107ITGARTNER INC$22.6M0.02%47,438CommonSHARED

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.