MondegarAI
VOYA INVESTMENT MANAGEMENT LLC

Q1 2025 · 13F-HR/A

VOYA INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-06-18 · accession 0001068837-25-000030

$89.92B
Reported value
2,637
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2637

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.63B4.04%33,548,321CommonSHARED
037833100AAPLAPPLE INC$3.53B3.93%15,917,703CommonSHARED
594918104MSFTMICROSOFT CORP$3.11B3.46%8,293,231CommonSHARED
023135106AMZNAMAZON COM INC$2.18B2.42%11,453,690CommonSHARED
30303M102METAMETA PLATFORMS INC$2.09B2.32%3,620,086CommonSHARED
11135F101AVGOBROADCOM INC$1.63B1.82%9,756,015CommonSHARED
97717Y469UNIYWISDOMTREE TR$1.29B1.43%26,515,274CommonSHARED
532457108LLYELI LILLY & CO$1.25B1.39%1,510,205CommonSHARED
02079K305GOOGLALPHABET INC$1.00B1.12%6,502,936CommonSHARED
88160R101TSLATESLA INC$895.7M1.00%3,457,232CommonSHARED
79466L302CRMSALESFORCE INC$871.5M0.97%3,247,404CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$817.3M0.91%3,332,008CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$708.6M0.79%590,098CommonNONE
92826C839VVISA INC$704.0M0.78%2,011,535CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$681.2M0.76%1,242,752CommonSHARED
64110L106NFLXNETFLIX INC$676.4M0.75%725,950CommonSHARED
931142103WMTWALMART INC$620.0M0.69%7,068,645CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$590.5M0.66%1,127,586CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$574.5M0.64%1,630,083CommonSHARED
049468101TEAMATLASSIAN CORPORATION$571.9M0.64%2,695,889CommonSHARED
060505104BACBANK AMERICA CORP$565.7M0.63%13,566,803CommonSHARED
00287Y109ABBVABBVIE INC$544.7M0.61%2,600,720CommonSHARED
17275R102CSCOCISCO SYS INC$519.8M0.58%8,422,911CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$516.8M0.57%6,124,866CommonSHARED
02079K107GOOGALPHABET INC$505.9M0.56%3,238,408CommonSHARED
81762P102NOWSERVICENOW INC$498.6M0.55%626,761CommonSHARED
68389X105ORCLORACLE CORP$471.5M0.52%3,373,131CommonSHARED
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$467.2M0.52%493,400,000CommonNONE
69331CAL2PCG 4.25 12/01/27PG&E CORP$458.0M0.51%432,495,000CommonNONE
949746101WMT2WELLS FARGO CO NEW$451.5M0.50%6,290,877CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$447.9M0.50%2,698,437CommonSHARED
617446448MSMORGAN STANLEY$442.5M0.49%3,792,336CommonSHARED
58155Q103MCKMCKESSON CORP$437.8M0.49%650,851CommonSHARED
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$421.9M0.47%8,823,760CommonNONE
097023204BA 6 10/15/27BOEING CO$406.5M0.45%6,794,385CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$404.5M0.45%817,255CommonSHARED
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$401.9M0.45%378,220,000CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$400.7M0.45%827,138CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$398.9M0.44%3,956,684CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$392.5M0.44%7,817,006CommonSHARED
00206R102TAT&T INC$389.8M0.43%13,783,497CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$380.4M0.42%714,263CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$376.6M0.42%1,868,007CommonSHARED
842587DP9SO 3.875 12/15/25SOUTHERN CO$371.5M0.41%333,430,000CommonNONE
907818108UNPUNION PAC CORP$367.3M0.41%1,554,972CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$362.4M0.40%293,535CommonNONE
88579Y101MMM3M CO$359.8M0.40%2,449,804CommonSHARED
437076102HDHOME DEPOT INC$356.3M0.40%972,327CommonSHARED
172967424CCITIGROUP INC$345.6M0.38%4,867,627CommonSHARED
244199105DEDEERE & CO$344.4M0.38%733,871CommonSHARED
369604301GEGE AEROSPACE$343.6M0.38%1,716,686CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$339.1M0.38%358,517CommonSHARED
701094104PHPARKER-HANNIFIN CORP$333.0M0.37%548,351CommonSHARED
166764100CVXCHEVRON CORP NEW$331.0M0.37%1,979,439CommonSHARED
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$330.9M0.37%340,060,000CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$330.6M0.37%1,917,983CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$329.0M0.37%1,929,409CommonSHARED
443573100HUBSHUBSPOT INC$328.4M0.37%574,823CommonSHARED
032095101APHAMPHENOL CORP NEW$322.9M0.36%4,922,602CommonSHARED
863667101SYKSTRYKER CORPORATION$322.4M0.36%866,386CommonSHARED
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$308.0M0.34%314,450,000CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$300.4M0.33%888,898CommonSHARED
G0403H108AONAON PLC$297.0M0.33%744,241CommonSHARED
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$294.7M0.33%340,720,000CommonNONE
18915M107NETCLOUDFLARE INC$294.7M0.33%2,615,347CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$291.1M0.32%585,525CommonSHARED
49177J102KVUEKENVUE INC$290.6M0.32%12,131,468CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$286.4M0.32%10,650,231CommonSHARED
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$277.8M0.31%281,325,000CommonNONE
95040Q104WELLWELLTOWER INC$271.4M0.30%1,773,947CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$263.7M0.29%764,941CommonSHARED
579780206MKCMCCORMICK & CO INC$258.2M0.29%3,141,382CommonSHARED
595112103MUMICRON TECHNOLOGY INC$256.7M0.29%2,956,411CommonSHARED
G54950103LINLINDE PLC$251.9M0.28%541,074CommonSHARED
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$251.7M0.28%5,000,000CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$250.1M0.28%4,340,700CommonSHARED
98980G102ZSZSCALER INC$247.1M0.27%1,245,322CommonSHARED
191216100KOCOCA COLA CO$246.6M0.27%3,443,370CommonSHARED
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$242.4M0.27%228,050,000CommonNONE
254709108DFSEURDISCOVER FINL SVCS$241.0M0.27%1,411,612CommonSHARED
040413205ANETARISTA NETWORKS INC$239.1M0.27%3,086,504CommonSHARED
020002101ALLALLSTATE CORP$236.9M0.26%1,144,184CommonSHARED
252131AK3DXCM 0.25 11/15/25DEXCOM INC$235.6M0.26%241,625,000CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$235.5M0.26%4,633,585CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$235.1M0.26%924,379CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$234.6M0.26%430,221CommonSHARED
165167735EXEEXPAND ENERGY CORPORATION$234.5M0.26%2,107,486CommonSHARED
48251W500KKR 6.25 03/01/28 DKKR & CO INC$233.4M0.26%4,725,000CommonNONE
30231G102XOMEXXON MOBIL CORP$231.8M0.26%1,948,653CommonSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$229.8M0.26%1,840,171CommonSHARED
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$224.5M0.25%215,680,000CommonNONE
18915MAC1NET 0 08/15/26CLOUDFLARE INC$223.3M0.25%222,030,000CommonNONE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$223.0M0.25%219,850,000CommonNONE
580135101MCDMCDONALDS CORP$221.8M0.25%710,161CommonSHARED
615369105MCOMOODYS CORP$219.4M0.24%471,212CommonSHARED
892672106TWTRADEWEB MKTS INC$217.9M0.24%1,470,163CommonSHARED
718172109PMPHILIP MORRIS INTL INC$216.6M0.24%1,364,329CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$214.2M0.24%46,567CommonSHARED
34959E109FTNTFORTINET INC$214.0M0.24%2,223,642CommonSHARED
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$213.1M0.24%213,085,000CommonNONE
47215P106JDJD.COM INC$213.1M0.24%5,181,775CommonNONE
278865100ECLECOLAB INC$211.5M0.24%834,058CommonSHARED
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$207.2M0.23%211,840,000CommonNONE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$200.3M0.22%199,930,000CommonNONE
30161N101EXCEXELON CORP$199.0M0.22%4,319,057CommonSHARED
548661107LOWLOWES COS INC$196.2M0.22%842,530CommonSHARED
N14506104ESTCELASTIC N V$194.9M0.22%2,187,724CommonSHARED
872540109TJXTJX COS INC NEW$190.9M0.21%1,567,698CommonSHARED
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$190.3M0.21%217,305,000CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$189.4M0.21%2,979,370CommonNONE
743315103PGRPROGRESSIVE CORP$188.6M0.21%666,510CommonSHARED
009066AB7ABNB 0 03/15/26AIRBNB INC$188.1M0.21%196,550,000CommonNONE
375558103GILDGILEAD SCIENCES INC$186.9M0.21%1,667,799CommonSHARED
337738108FISVFISERV INC$185.5M0.21%839,878CommonSHARED
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$184.5M0.21%154,460,000CommonNONE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$182.5M0.20%158,185,000CommonNONE
679295105OKTAOKTA INC$182.0M0.20%1,729,565CommonSHARED
235851102DHRDANAHER CORPORATION$181.6M0.20%886,002CommonSHARED
29444U700EQIXEQUINIX INC$181.4M0.20%222,442CommonSHARED
031162100AMGNAMGEN INC$179.4M0.20%575,980CommonSHARED
05464C101AXONAXON ENTERPRISE INC$179.0M0.20%340,825CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$177.3M0.20%988,638CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$177.0M0.20%404,246CommonSHARED
94106L109WMWASTE MGMT INC DEL$175.8M0.20%759,217CommonSHARED
172908105CTASCINTAS CORP$175.5M0.20%854,032CommonSHARED
23804L103DDOGDATADOG INC$175.0M0.19%1,764,781CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$173.3M0.19%1,186,774CommonSHARED
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$172.8M0.19%171,935,000CommonNONE
260003108DOVDOVER CORP$171.6M0.19%977,976CommonSHARED
03831W108APPAPPLOVIN CORP$171.5M0.19%647,128CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$171.4M0.19%550,146CommonSHARED
126650100CVSCVS HEALTH CORP$166.9M0.19%2,463,583CommonSHARED
855244109SBUXSTARBUCKS CORP$166.0M0.18%1,691,874CommonSHARED
81141RAG5SEALTD 0.25 09/15/26SEA LTD$164.6M0.18%176,110,000CommonNONE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$164.5M0.18%176,335,000CommonNONE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$162.6M0.18%3,373,500CommonNONE
046353108AZNNASTRAZENECA PLC$162.2M0.18%2,207,105CommonNONE
Y2573F102FLEXFLEX LTD$159.2M0.18%4,813,888CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$158.6M0.18%166,555,000CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$158.5M0.18%902,428CommonSHARED
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$158.1M0.18%170,620,000CommonNONE
233051432HYLBDBX ETF TR$157.7M0.18%4,361,035CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$156.1M0.17%3,269,175CommonNONE
969457100WMBWILLIAMS COS INC$155.9M0.17%2,609,318CommonSHARED
742718109PGPROCTER AND GAMBLE CO$153.6M0.17%901,403CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$152.9M0.17%702,486CommonSHARED
74762E102QUREQUANTA SVCS INC$152.0M0.17%598,067CommonSHARED
032654105ADIANALOG DEVICES INC$150.3M0.17%745,251CommonSHARED
833445109SNOWSNOWFLAKE INC$149.6M0.17%1,023,844CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$148.9M0.17%103,937CommonSHARED
78709Y105SAIASAIA INC$147.0M0.16%421,172CommonSHARED
81730H109SSENTINELONE INC$146.8M0.16%8,077,074CommonSHARED
15101Q207CLSCELESTICA INC$146.1M0.16%1,854,085CommonNONE
380237107GDDYGODADDY INC$145.0M0.16%805,112CommonSHARED
002824100ABTABBOTT LABS$143.3M0.16%1,079,963CommonSHARED
882508104TXNTEXAS INSTRS INC$143.1M0.16%796,082CommonSHARED
097023105BABOEING CO$141.6M0.16%830,543CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$140.6M0.16%255,725CommonSHARED
83304AAB2SNAP 0.75 08/01/26SNAP INC$139.3M0.15%144,170,000CommonNONE
29786AAN6ETSY 0.25 06/15/28ETSY INC$138.9M0.15%162,925,000CommonNONE
87612E106TGTTARGET CORP$137.7M0.15%1,319,813CommonSHARED
781154109RBRKRUBRIK INC.$137.0M0.15%2,247,210CommonSHARED
16679L109CHWYCHEWY INC$134.8M0.15%4,146,973CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$134.5M0.15%1,102,810CommonSHARED
009158106APDAIR PRODS & CHEMS INC$134.2M0.15%454,983CommonSHARED
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$132.6M0.15%127,665,000CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$132.5M0.15%2,172,440CommonSHARED
345370CZ1F 0 03/15/26FORD MTR CO$131.2M0.15%134,295,000CommonNONE
482480100KLACKLA CORP$131.2M0.15%192,953CommonSHARED
478160104JNJJOHNSON & JOHNSON$130.4M0.14%786,174CommonSHARED
04342Y104ASANASANA INC$130.1M0.14%8,928,933CommonSHARED
852234AK9XYZ 0.25 11/01/27BLOCK INC$128.8M0.14%145,785,000CommonNONE
824348106SHWSHERWIN WILLIAMS CO$128.7M0.14%369,423CommonSHARED
893641100TDGTRANSDIGM GROUP INC$127.3M0.14%91,992CommonSHARED
20717MAB9CFLT 0 01/15/27CONFLUENT INC$127.1M0.14%137,400,000CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$125.6M0.14%1,567,576CommonSHARED
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$124.8M0.14%103,340,000CommonNONE
122017106BURLBURLINGTON STORES INC$124.5M0.14%523,506CommonSHARED
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$122.4M0.14%125,200,000CommonNONE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$122.2M0.14%127,955,000CommonNONE
94419LAP6W 3.25 09/15/27WAYFAIR INC$120.2M0.13%122,690,000CommonNONE
26614N102DDDUPONT DE NEMOURS INC$120.0M0.13%1,607,283CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$120.0M0.13%189,244CommonSHARED
12504L109CBRECBRE GROUP INC$118.5M0.13%906,438CommonSHARED
872590104TMUST-MOBILE US INC$117.1M0.13%439,030CommonSHARED
268150109DTDYNATRACE INC$117.0M0.13%2,480,570CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$115.6M0.13%1,378,142CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$113.6M0.13%1,306,576CommonSHARED
03073E105CORCENCORA INC$112.4M0.13%404,319CommonSHARED
450056AB2IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$110.2M0.12%105,580,000CommonNONE
26875P101EOGEOG RES INC$110.2M0.12%860,191CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$109.3M0.12%479,666CommonSHARED
55354G100MSCIMSCI INC$109.1M0.12%193,261CommonSHARED
852234103XYZBLOCK INC$107.8M0.12%1,983,592CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$107.5M0.12%1,307,555CommonSHARED
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$106.6M0.12%122,670,000CommonNONE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$106.5M0.12%118,175,000CommonNONE
941848103WATWATERS CORP$104.8M0.12%284,868CommonSHARED
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$104.2M0.12%108,105,000CommonNONE
464287507IJHISHARES TR$103.6M0.12%1,775,949CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$101.6M0.11%175,229CommonSHARED
052769106ADSKAUTODESK INC$101.5M0.11%387,884CommonSHARED
56585A102MPCMARATHON PETE CORP$99.6M0.11%683,566CommonSHARED
29786AAL0ETSY 0.125 09/01/27ETSY INC$99.3M0.11%112,650,000CommonNONE
149123101CATCATERPILLAR INC$99.2M0.11%300,786CommonSHARED
226718104CRTOCRITEO S A$99.0M0.11%2,796,637CommonNONE
65339F101NEENEXTERA ENERGY INC$98.5M0.11%1,391,820CommonSHARED
101121101BXPBXP INC$98.1M0.11%1,461,370CommonSHARED
83304AAH9SNAP 0.125 03/01/28SNAP INC$97.9M0.11%115,395,000CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$96.6M0.11%4,818,836CommonSHARED
22160N109CSGPCOSTAR GROUP INC$96.5M0.11%1,218,554CommonSHARED
45784PAK7PODD 0.375 09/01/26INSULET CORP$96.3M0.11%75,860,000CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$95.8M0.11%81,094CommonSHARED
09228F103BBBLACKBERRY LTD$95.2M0.11%25,243,089CommonSHARED
315616102FFIVF5 INC$94.9M0.11%356,362CommonSHARED
00724F101ADBEADOBE INC$94.5M0.11%246,390CommonSHARED
922280102VRNSVARONIS SYS INC$93.9M0.10%2,321,317CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$93.7M0.10%1,225,265CommonSHARED
679295AF2OKTA 0.375 06/15/26OKTA INC$93.4M0.10%97,365,000CommonNONE
654106103NKENIKE INC$92.3M0.10%1,453,473CommonSHARED
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$92.0M0.10%99,945,000CommonNONE
G3265R107APTVAPTIV PLC$91.6M0.10%1,539,396CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$90.3M0.10%474,874CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$90.1M0.10%303,480CommonSHARED
87283Q867TCAFT ROWE PRICE ETF INC$89.9M0.10%2,784,906CommonNONE
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$89.1M0.10%95,060,000CommonNONE
125523100CITHE CIGNA GROUP$88.6M0.10%269,278CommonSHARED
929160109VMCVULCAN MATLS CO$87.2M0.10%374,197CommonSHARED
771049103RBLXROBLOX CORP$84.9M0.09%1,459,230CommonSHARED
58933Y105MRKMERCK & CO INC$84.2M0.09%937,917CommonSHARED
69331C306PCG 6 12/01/27 APG&E CORP$83.9M0.09%1,875,000CommonNONE
759916AD1RGEN 1 12/15/28REPLIGEN CORP$83.1M0.09%84,960,000CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$82.8M0.09%1,345,345CommonSHARED
038222105AMATAPPLIED MATLS INC$82.7M0.09%570,063CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$82.6M0.09%398,609CommonSHARED
12468P104AIC3 AI INC$82.3M0.09%3,911,703CommonSHARED
254687106DISDISNEY WALT CO$82.1M0.09%831,900CommonSHARED
013091103ACIALBERTSONS COS INC$81.9M0.09%3,723,616CommonSHARED
05352A100AVTRAVANTOR INC$81.4M0.09%5,021,365CommonSHARED
29414B104EPAMEPAM SYS INC$81.3M0.09%481,734CommonSHARED
M7S64H106MNDYMONDAY COM LTD$80.9M0.09%332,845CommonSHARED
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$80.2M0.09%94,375,000CommonNONE
87612G101TRGPTARGA RES CORP$79.1M0.09%395,420CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$78.4M0.09%321,188CommonSHARED
713448108PEPPEPSICO INC$78.0M0.09%519,889CommonSHARED
29415FAB0ENVISTA HOLDINGS CORPORATION$77.3M0.09%77,270,000CommonNONE
464287226AGGISHARES TR$76.2M0.08%770,608CommonSHARED
88339J105TTDTHE TRADE DESK INC$75.6M0.08%1,384,084CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$75.6M0.08%292,527CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$75.5M0.08%7,035,842CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$74.8M0.08%126,915CommonSHARED
98138H101WDAYWORKDAY INC$74.7M0.08%319,993CommonSHARED
75513E101RTXRTX CORPORATION$74.4M0.08%561,667CommonSHARED
199908104FIXCOMFORT SYS USA INC$73.7M0.08%228,971CommonSHARED
144285103CRSCARPENTER TECHNOLOGY CORP$73.0M0.08%403,132CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$73.0M0.08%1,952,665CommonSHARED
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$72.7M0.08%81,835,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$72.3M0.08%1,594,780CommonSHARED
461202103INTUINTUIT$72.0M0.08%117,262CommonSHARED
747525103QCOMQUALCOMM INC$71.1M0.08%462,731CommonSHARED
31428X106FDXFEDEX CORP$69.4M0.08%284,652CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$68.6M0.08%946,537CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$67.9M0.08%1,499,908CommonSHARED
20030N101CMCSACOMCAST CORP NEW$67.2M0.07%1,820,808CommonSHARED
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$66.8M0.07%68,825,000CommonNONE
303250104FICOFAIR ISAAC CORP$66.8M0.07%36,199CommonSHARED
G5960L103MDTMEDTRONIC PLC$65.7M0.07%731,036CommonSHARED
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$65.7M0.07%69,530,000CommonNONE
75734B100RDDTREDDIT INC$64.9M0.07%619,298CommonSHARED
336433107FSLRFIRST SOLAR INC$64.8M0.07%512,652CommonSHARED
40131MAD1GH 1.25 02/15/31GUARDANT HEALTH INC$64.2M0.07%62,000,000CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$64.2M0.07%2,163,223CommonSHARED
500767306KWEBKRANESHARES TRUST$63.8M0.07%1,828,652CommonNONE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$63.2M0.07%65,000,000CommonNONE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$63.2M0.07%64,970,000CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$63.0M0.07%964,757CommonSHARED
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$62.9M0.07%252,945,000CommonNONE
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$62.6M0.07%64,530,000CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$61.1M0.07%297,184CommonSHARED
98954MAH4Z 2.75 05/15/25ZILLOW GROUP INC$60.6M0.07%58,135,000CommonNONE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$60.6M0.07%52,380,000CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$60.2M0.07%454,980CommonSHARED
H01301128ALCALCON AG$58.7M0.07%618,758CommonSHARED
962879102WPMWHEATON PRECIOUS METALS CORP$58.0M0.06%747,477CommonSHARED
291011104EMREMERSON ELEC CO$58.0M0.06%529,221CommonSHARED
02209S103MOALTRIA GROUP INC$57.9M0.06%964,559CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$57.5M0.06%1,042,725CommonSHARED
750917106RMBSRAMBUS INC DEL$57.4M0.06%1,109,115CommonSHARED
20825C104COPCONOCOPHILLIPS$57.2M0.06%544,496CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$56.8M0.06%228,353CommonSHARED
60937P106MDBMONGODB INC$56.6M0.06%322,418CommonSHARED
92940WAD1WIX 0 08/15/25WIX COM LTD$56.5M0.06%57,495,000CommonNONE
05722G100BKRBAKER HUGHES COMPANY$55.5M0.06%1,262,933CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$55.3M0.06%502,504CommonSHARED
98139AAD7WK 1.25 08/15/28WORKIVA INC$55.2M0.06%59,220,000CommonNONE
L44385109GLOBGLOBANT S A$54.4M0.06%462,422CommonSHARED
03076C106AMPAMERIPRISE FINL INC$53.7M0.06%110,989CommonSHARED
78781J109SAILSAILPOINT INC$53.6M0.06%2,859,503CommonSHARED
79589L106IOTSAMSARA INC$53.6M0.06%1,397,186CommonSHARED
830830105SKYCHAMPION HOMES INC$53.6M0.06%565,132CommonSHARED
004498101ACIWACI WORLDWIDE INC$53.2M0.06%972,141CommonSHARED
52110M109LAZLAZARD INC$52.7M0.06%1,217,486CommonSHARED
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$52.7M0.06%53,500,000CommonNONE
594972887MSTR 8 PERPMICROSTRATEGY INC$52.5M0.06%625,000CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$52.0M0.06%676,575CommonSHARED
882681109TXRHTEXAS ROADHOUSE INC$51.7M0.06%310,375CommonSHARED
12572Q105CMECME GROUP INC$51.6M0.06%194,400CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$51.1M0.06%1,322,538CommonSHARED
26210C104DBXDROPBOX INC$50.2M0.06%1,880,406CommonSHARED
147448104CWSTCASELLA WASTE SYS INC$50.2M0.06%450,111CommonSHARED
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$50.1M0.06%54,415,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$49.8M0.06%485,663CommonSHARED
78442P106SLMSLM CORP$49.2M0.05%1,674,257CommonSHARED
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$48.6M0.05%49,180,000CommonNONE
974155103WINGWINGSTOP INC$48.6M0.05%215,227CommonSHARED
854502101SWKSTANLEY BLACK & DECKER INC$48.3M0.05%628,527CommonSHARED
35137L105FOXAFOX CORP$48.3M0.05%852,524CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$47.9M0.05%463,874CommonSHARED
92840M102VSTVISTRA CORP$47.3M0.05%403,159CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$47.3M0.05%318,582CommonSHARED
H2906T109GRMNGARMIN LTD$47.2M0.05%217,472CommonSHARED
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$47.2M0.05%46,000,000CommonSHARED
025816109AXPAMERICAN EXPRESS CO$47.1M0.05%175,154CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$47.1M0.05%502,676CommonSHARED
49845K101KVYOKLAVIYO INC$47.1M0.05%1,555,252CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$46.5M0.05%204,472CommonSHARED
438516106HONHONEYWELL INTL INC$46.5M0.05%219,601CommonSHARED
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$45.7M0.05%49,165,000CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$45.6M0.05%870,233CommonSHARED
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$45.4M0.05%48,775,000CommonNONE
512807306LRCXLAM RESEARCH CORP$45.1M0.05%620,279CommonSHARED
969904101WSMWILLIAMS SONOMA INC$44.7M0.05%282,788CommonSHARED
457669307INSMINSMED INC$44.7M0.05%585,428CommonSHARED
16411R208LNGCHENIERE ENERGY INC$44.6M0.05%192,756CommonSHARED
403949100DINOHF SINCLAIR CORP$44.2M0.05%1,344,021CommonSHARED
65290E101NXTNEXTRACKER INC$44.1M0.05%1,046,495CommonSHARED
55024U109LITELUMENTUM HLDGS INC$44.1M0.05%706,687CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$44.0M0.05%603,661CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$43.6M0.05%142,546CommonSHARED
464287804IJRISHARES TR$43.4M0.05%415,303CommonSHARED
72352L106PINSPINTEREST INC$42.7M0.05%1,377,109CommonSHARED
368736104GNRCGENERAC HLDGS INC$42.7M0.05%336,785CommonSHARED
717081103PFEPFIZER INC$42.5M0.05%1,677,705CommonSHARED
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$42.3M0.05%42,735,000CommonNONE
74340W103PLDPROLOGIS INC.$42.2M0.05%377,659CommonSHARED
302081104EXLSEXLSERVICE HOLDINGS INC$42.0M0.05%890,201CommonSHARED
252131107DXCMDEXCOM INC$41.9M0.05%613,567CommonSHARED
81141RAF7SEALTD 2.375 12/01/25SEA LTD$41.4M0.05%28,070,000CommonSHARED
366651107ITGARTNER INC$41.3M0.05%98,596CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$41.2M0.05%92,320CommonSHARED
25754A201DPZDOMINOS PIZZA INC$41.2M0.05%89,637CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$41.0M0.05%31,830,000CommonSHARED
75737FAC2RDFN 0 10/15/25REDFIN CORP$40.9M0.05%42,385,000CommonNONE
233331107DTEDTE ENERGY CO$40.6M0.05%293,664CommonSHARED
670346105NUENUCOR CORP$40.4M0.04%335,467CommonSHARED
632307104NTRANATERA INC$40.3M0.04%285,197CommonSHARED
537008104LFUSLITTELFUSE INC$40.1M0.04%204,054CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$40.1M0.04%555,254CommonSHARED
65473P105NINISOURCE INC$39.7M0.04%990,916CommonSHARED
85423L103SAROSTANDARDAERO INC$39.2M0.04%1,471,945CommonSHARED
127097103CTRACOTERRA ENERGY INC$39.0M0.04%1,349,693CommonSHARED
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$38.7M0.04%876,547CommonSHARED
09290D101BLKBLACKROCK INC$38.4M0.04%40,590CommonSHARED
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$38.3M0.04%31,270,000CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$38.0M0.04%485,838CommonSHARED
36828A101GEVGE VERNOVA INC$38.0M0.04%124,458CommonSHARED
036752103ELVELEVANCE HEALTH INC$37.5M0.04%86,231CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$37.5M0.04%989,500CommonSHARED
125269100CFCF INDS HLDGS INC$37.4M0.04%478,381CommonSHARED
98978V103ZTSZOETIS INC$37.1M0.04%225,506CommonSHARED
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$37.0M0.04%33,405,000CommonSHARED
74758T303QLYSQUALYS INC$36.9M0.04%293,050CommonSHARED
127190304CACICACI INTL INC$36.6M0.04%99,848CommonSHARED
343412AJ1FLR 1.125 08/15/29FLUOR CORP$36.2M0.04%34,035,000CommonNONE
013872106AAALCOA CORP$35.9M0.04%1,176,886CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$35.8M0.04%341,946CommonSHARED
05478C105AZEKAZEK CO INC$35.7M0.04%729,361CommonSHARED
29358P101ENSGENSIGN GROUP INC$35.4M0.04%273,489CommonSHARED
443201108HWMHOWMET AEROSPACE INC$35.2M0.04%271,017CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$35.0M0.04%210,720CommonSHARED
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$35.0M0.04%35,690,000CommonNONE
902973304USBUS BANCORP DEL$34.9M0.04%827,593CommonSHARED
G98196101W9N0WNS HLDGS LTD$34.9M0.04%568,206CommonSHARED
698884AE3PAR 1.5 10/15/27PAR TECHNOLOGY CORP$34.8M0.04%32,500,000CommonSHARED
888787108TOSTTOAST INC$34.8M0.04%1,049,723CommonSHARED
539183AA1TDOC 0.875 06/01/25LIVONGO HEALTH INC$34.2M0.04%34,500,000CommonNONE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$34.1M0.04%35,870,000CommonNONE
682680103OKEONEOK INC NEW$34.1M0.04%343,786CommonSHARED
09073M104TECHBIO-TECHNE CORP$34.1M0.04%581,136CommonSHARED
34354P105FLSFLOWSERVE CORP$34.0M0.04%695,513CommonSHARED
H1467J104CBCHUBB LIMITED$33.9M0.04%112,192CommonSHARED
148929102CAVACAVA GROUP INC$33.4M0.04%386,330CommonSHARED
72407810062CPIPER SANDLER COMPANIES$33.0M0.04%133,101CommonSHARED
98423FAB5XMTR 1 02/01/27XOMETRY INC$32.9M0.04%33,895,000CommonSHARED
98980GAB8ZS 0.125 07/01/25ZSCALER INC$32.9M0.04%24,760,000CommonSHARED
M87915274TSEMTOWER SEMICONDUCTOR LTD$32.7M0.04%918,068CommonSHARED
925550AH8VIAV 1.625 03/15/26VIAVI SOLUTIONS INC$32.7M0.04%30,400,000CommonSHARED
03820C105AITAPPLIED INDL TECHNOLOGIES IN$32.4M0.04%143,696CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$32.2M0.04%187,127CommonSHARED
816850AF8SMTC 1.625 11/01/27SEMTECH CORP$32.1M0.04%26,020,000CommonSHARED
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$32.0M0.04%35,225,000CommonNONE
34959J108FTVFORTIVE CORP$31.9M0.04%435,938CommonSHARED
171484108CHDNCHURCHILL DOWNS INC$31.9M0.04%287,189CommonSHARED
78409V104SPGIS&P GLOBAL INC$31.7M0.04%62,467CommonSHARED
16115Q308GTLSCHART INDS INC$31.5M0.04%218,099CommonSHARED
458140100INTCINTEL CORP$31.5M0.04%1,385,798CommonSHARED
31188VAB6FSLY 0 03/15/26FASTLY INC$31.4M0.03%33,000,000CommonNONE
842587107SOSOUTHERN CO$31.3M0.03%340,386CommonSHARED
45768S105IOSPINNOSPEC INC$31.0M0.03%327,289CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$30.9M0.03%249,602CommonSHARED
000360206AAONAAON INC$30.7M0.03%392,841CommonSHARED
918284100VSECVSE CORP$30.6M0.03%254,705CommonSHARED
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$30.1M0.03%24,975,000CommonSHARED
82982T106SITMSITIME CORP$30.1M0.03%196,713CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$30.1M0.03%160,012CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$30.0M0.03%470,183CommonSHARED
74275K108PCORPROCORE TECHNOLOGIES INC$29.8M0.03%451,441CommonSHARED
778296103ROSTROSS STORES INC$29.7M0.03%232,268CommonSHARED
876030107TPRTAPESTRY INC$29.7M0.03%421,191CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$29.6M0.03%214,693CommonSHARED
497266106KEXKIRBY CORP$29.5M0.03%292,236CommonSHARED
59156R108METMETLIFE INC$29.4M0.03%366,556CommonSHARED
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$29.2M0.03%23,965,000CommonSHARED
G87110105FTITECHNIPFMC PLC$28.7M0.03%904,189CommonSHARED
609207105MDLZMONDELEZ INTL INC$28.6M0.03%422,078CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$28.6M0.03%259,857CommonSHARED
G9460G101VALVALARIS LTD$28.5M0.03%725,796CommonSHARED
422806109HEIHEICO CORP NEW$28.3M0.03%106,074CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$28.1M0.03%347,878CommonSHARED
88025T102TENBTENABLE HLDGS INC$28.0M0.03%800,182CommonSHARED
231021106CMICUMMINS INC$28.0M0.03%89,216CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$27.9M0.03%979,480CommonSHARED
G3934V109GENIGENIUS SPORTS LIMITED$27.8M0.03%2,781,888CommonSHARED
52661A108DRSLEONARDO DRS INC$27.6M0.03%840,588CommonSHARED
45168D104IDXXIDEXX LABS INC$27.5M0.03%65,582CommonSHARED
91913Y100VLOVALERO ENERGY CORP$27.4M0.03%207,823CommonSHARED
477839104JBTMJBT MAREL CORPORATION$27.4M0.03%224,454CommonSHARED
516544103LNTHLANTHEUS HLDGS INC$27.4M0.03%280,474CommonSHARED
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$27.1M0.03%667,025CommonSHARED
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$26.9M0.03%27,830,000CommonNONE
40412C101HCAHCA HEALTHCARE INC$26.8M0.03%77,672CommonSHARED
218352102CORTCORCEPT THERAPEUTICS INC$26.8M0.03%234,648CommonSHARED
156504300CCSCENTURY CMNTYS INC$26.7M0.03%397,380CommonSHARED
H5919C104ONONON HLDG AG$26.5M0.03%602,830CommonSHARED
457730109INSPINSPIRE MED SYS INC$26.3M0.03%164,936CommonSHARED
031100100AMEAMETEK INC$26.3M0.03%152,576CommonSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$26.2M0.03%158,427CommonSHARED
256163106DOCUDOCUSIGN INC$26.1M0.03%320,772CommonSHARED
126408103CSXCSX CORP$26.0M0.03%881,877CommonSHARED
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$25.9M0.03%10,520,000CommonSHARED
770700102HOODROBINHOOD MKTS INC$25.9M0.03%622,190CommonSHARED
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$25.9M0.03%25,200,000CommonSHARED
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$25.8M0.03%22,500,000CommonSHARED
82982L103SITESITEONE LANDSCAPE SUPPLY INC$25.7M0.03%211,650CommonSHARED
871607107SNPSSYNOPSYS INC$25.5M0.03%59,467CommonSHARED
03662Q105AKXANSYS INC$25.5M0.03%80,451CommonSHARED
589889104MMSIMERIT MED SYS INC$25.4M0.03%240,637CommonSHARED
115236101BROBROWN & BROWN INC$25.4M0.03%204,438CommonSHARED
70975L107PENPENUMBRA INC$25.3M0.03%94,696CommonSHARED
369550108GDGENERAL DYNAMICS CORP$25.3M0.03%92,886CommonSHARED
219350105GLWCORNING INC$25.2M0.03%551,462CommonSHARED
28414H103ELANELANCO ANIMAL HEALTH INC$25.2M0.03%2,401,957CommonSHARED
81619Q105SEMSELECT MED HLDGS CORP$25.2M0.03%1,507,349CommonSHARED
184496107CLHCLEAN HARBORS INC$25.1M0.03%127,419CommonSHARED
09260D107BXBLACKSTONE INC$25.0M0.03%178,844CommonSHARED
773122106ROCKET LAB USA INC$25.0M0.03%1,397,342CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$24.9M0.03%191,031CommonSHARED
45784P101PODDINSULET CORP$24.7M0.03%94,238CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$24.6M0.03%91,144CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$24.6M0.03%471,318CommonSHARED
37045V100GMGENERAL MTRS CO$24.4M0.03%519,808CommonSHARED
749685103RPMRPM INTL INC$24.4M0.03%211,035CommonSHARED
384802104GWWGRAINGER W W INC$24.4M0.03%24,650CommonSHARED
311900104FASTFASTENAL CO$24.1M0.03%310,839CommonSHARED
01625V104ALHCALIGNMENT HEALTHCARE INC$24.1M0.03%1,293,414CommonSHARED
91529Y106UNMUNUM GROUP$23.9M0.03%293,687CommonSHARED
00288U106ABCLABCELLERA BIOLOGICS INC$23.7M0.03%10,624,185CommonNONE
G29183103ETNEATON CORP PLC$23.6M0.03%86,884CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$23.4M0.03%69,535CommonSHARED
89422GAA5TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC$23.1M0.03%23,120,000CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$23.1M0.03%162,307CommonSHARED
89531P105TREXTREX CO INC$23.0M0.03%395,913CommonSHARED
69331C108PCGPG&E CORP$23.0M0.03%1,338,634CommonSHARED
830940102SKWDSKYWARD SPECIALTY INS GROUP$22.9M0.03%433,652CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$22.9M0.03%167,545CommonSHARED
78468R606SPHYSPDR SER TR$22.8M0.03%973,974CommonSHARED
540424108LLOEWS CORP$22.3M0.02%242,160CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$22.3M0.02%424,562CommonSHARED
911363109URIUNITED RENTALS INC$22.2M0.02%35,460CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$22.1M0.02%264,625CommonSHARED
267475101DYDYCOM INDS INC$22.1M0.02%144,883CommonSHARED
042068205ARMARM HOLDINGS PLC$21.9M0.02%205,838CommonNONE
M3760D101ESLTELBIT SYS LTD$21.7M0.02%56,847CommonSHARED
M2029K104BIRKBIRKENSTOCK HOLDING PLC$21.7M0.02%473,962CommonSHARED
G3730V105FTAIFTAI AVIATION LTD$21.5M0.02%193,931CommonSHARED
42809H107HESHESS CORP$21.5M0.02%134,526CommonSHARED
09627Y1092655787DBLUEPRINT MEDICINES CORP$21.4M0.02%241,672CommonSHARED
20717M1038QRCONFLUENT INC$21.3M0.02%909,164CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$21.3M0.02%57,750CommonSHARED
594972408MSTRMICROSTRATEGY INC$21.2M0.02%73,390CommonSHARED

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.