MondegarAI
VOYA INVESTMENT MANAGEMENT LLC

Q2 2025 · 13F-HR

VOYA INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-08-14 · accession 0001068837-25-000033

$100.49B
Reported value
2,648
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · VOYA INVESTMENT MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

VOYA INVESTMENT MANAGEMENT LLC established a new position in NVDA valued at $5.56B. The fund also initiated new stakes in MSFT for $5.16B and AAPL for $3.01B. Additional new positions include AMZN at $2.79B and AVGO at $2.67B.

Holdings as filed

First 500 of 2648

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$5.56B5.54%35,236,144CommonSHARED
594918104MSFTMICROSOFT CORP$5.16B5.13%10,374,545CommonSHARED
037833100AAPLAPPLE INC$3.01B2.99%14,666,330CommonSHARED
023135106AMZNAMAZON COM INC$2.79B2.78%12,750,503CommonSHARED
11135F101AVGOBROADCOM INC$2.67B2.66%9,695,501CommonSHARED
30303M102METAMETA PLATFORMS INC$2.67B2.66%3,619,148CommonSHARED
97717Y469UNIYWISDOMTREE TR$1.28B1.28%26,342,808CommonSHARED
88160R101TSLATESLA INC$1.14B1.13%3,580,581CommonSHARED
02079K305GOOGLALPHABET INC$1.12B1.11%6,355,060CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$1.03B1.02%3,546,926CommonSHARED
17275R102CSCOCISCO SYS INC$950.4M0.95%13,697,852CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$939.0M0.93%8,746,679CommonSHARED
532457108LLYELI LILLY & CO$936.5M0.93%1,202,877CommonSHARED
68389X105ORCLORACLE CORP$888.0M0.88%4,063,017CommonSHARED
949746101WMT2WELLS FARGO CO NEW$768.4M0.76%9,594,462CommonSHARED
64110L106NFLXNETFLIX INC$741.6M0.74%554,849CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$721.1M0.72%3,184,459CommonSHARED
931142103WMTWALMART INC$698.1M0.69%7,152,692CommonSHARED
81762P102NOWSERVICENOW INC$687.8M0.68%669,889CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$681.8M0.68%580,698CommonNONE
57636Q104MAMASTERCARD INCORPORATED$578.7M0.58%1,029,761CommonSHARED
92826C839VVISA INC$570.7M0.57%1,612,431CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$538.0M0.54%1,057,296CommonSHARED
18915M107NETCLOUDFLARE INC$517.3M0.51%2,641,399CommonSHARED
032095101APHAMPHENOL CORP NEW$511.8M0.51%5,182,752CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$508.0M0.51%3,730,050CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$507.9M0.51%2,387,027CommonSHARED
02079K107GOOGALPHABET INC$505.4M0.50%2,849,299CommonSHARED
149123101CATCATERPILLAR INC$504.1M0.50%1,298,617CommonSHARED
617446448MSMORGAN STANLEY$488.8M0.49%3,470,112CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$481.6M0.48%887,139CommonSHARED
254687106DISDISNEY WALT CO$466.5M0.46%3,761,961CommonSHARED
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$460.6M0.46%383,970,000CommonNONE
097023204BA 6 10/15/27BOEING CO$460.1M0.46%6,766,030CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$448.4M0.45%7,989,298CommonSHARED
88579Y101MMM3M CO$447.3M0.45%2,937,801CommonSHARED
595112103MUMICRON TECHNOLOGY INC$424.2M0.42%3,446,287CommonSHARED
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$422.7M0.42%365,345,000CommonNONE
15101Q207CLSCELESTICA INC$418.2M0.42%2,678,888CommonNONE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$404.2M0.40%8,583,760CommonNONE
244199105DEDEERE & CO$398.7M0.40%784,109CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$397.4M0.40%518,242CommonSHARED
58155Q103MCKMCKESSON CORP$391.7M0.39%535,259CommonSHARED
79466L302CRMSALESFORCE INC$381.9M0.38%1,400,670CommonSHARED
701094104PHPARKER-HANNIFIN CORP$379.9M0.38%544,916CommonSHARED
00287Y109ABBVABBVIE INC$372.0M0.37%2,005,586CommonSHARED
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$367.7M0.37%373,340,000CommonNONE
060505104BACBANK AMERICA CORP$362.9M0.36%7,688,190CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$361.8M0.36%889,303CommonSHARED
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$360.7M0.36%401,615,000CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$358.9M0.36%1,112,300CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$358.1M0.36%295,235CommonNONE
00206R102TAT&T INC$357.6M0.36%12,356,164CommonSHARED
833445109SNOWSNOWFLAKE INC$355.3M0.35%1,589,626CommonSHARED
907818108UNPUNION PAC CORP$353.6M0.35%1,536,867CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$353.4M0.35%1,928,906CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$346.0M0.34%712,198CommonSHARED
863667101SYKSTRYKER CORPORATION$342.4M0.34%865,975CommonSHARED
23804L103DDOGDATADOG INC$334.4M0.33%2,489,099CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$329.6M0.33%1,613,464CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$328.6M0.33%331,914CommonSHARED
049468101TEAMATLASSIAN CORPORATION$328.2M0.33%1,618,044CommonSHARED
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$316.9M0.32%4,755,490CommonNONE
Y2573F102FLEXFLEX LTD$315.2M0.31%6,313,945CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$310.9M0.31%699,644CommonSHARED
172967424CCITIGROUP INC$309.7M0.31%3,638,209CommonSHARED
235851102DHRDANAHER CORPORATION$307.2M0.31%1,556,700CommonSHARED
040413205ANETARISTA NETWORKS INC$297.7M0.30%2,910,170CommonSHARED
512807306LRCXLAM RESEARCH CORP$290.6M0.29%2,985,059CommonSHARED
98980G102ZSZSCALER INC$288.4M0.29%918,661CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$285.7M0.28%5,087,313CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$280.6M0.28%10,516,965CommonSHARED
48251W500KKR 6.25 03/01/28 DKKR & CO INC$274.7M0.27%5,125,000CommonNONE
781154109RBRKRUBRIK INC.$271.0M0.27%3,025,171CommonSHARED
369604301GEGE AEROSPACE$270.1M0.27%1,049,346CommonSHARED
74762E102QUREQUANTA SVCS INC$269.1M0.27%711,663CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$267.3M0.27%4,688,678CommonSHARED
18915MAC1NET 0 08/15/26CLOUDFLARE INC$264.9M0.26%223,550,000CommonNONE
808513105SCHWSCHWAB CHARLES CORP$264.1M0.26%2,894,395CommonSHARED
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$260.4M0.26%220,745,000CommonNONE
05464C101AXONAXON ENTERPRISE INC$259.1M0.26%314,037CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$258.9M0.26%44,858CommonSHARED
G54950103LINLINDE PLC$257.9M0.26%549,621CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$254.4M0.25%360,612CommonSHARED
95040Q104WELLWELLTOWER INC$252.1M0.25%1,644,953CommonSHARED
032654105ADIANALOG DEVICES INC$251.6M0.25%1,057,192CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$250.5M0.25%1,146,442CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$249.6M0.25%1,029,567CommonSHARED
437076102HDHOME DEPOT INC$249.5M0.25%680,389CommonSHARED
461202103INTUINTUIT$247.3M0.25%313,951CommonSHARED
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$245.1M0.24%228,030,000CommonNONE
69331C306PCG 6 12/01/27 APG&E CORP$243.5M0.24%6,475,000CommonNONE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$242.6M0.24%248,990,000CommonNONE
G0403H108AONAON PLC$242.1M0.24%678,641CommonSHARED
191216100KOCOCA COLA CO$241.4M0.24%3,411,937CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$237.4M0.24%1,674,497CommonSHARED
166764100CVXCHEVRON CORP NEW$236.7M0.24%1,654,970CommonSHARED
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$234.4M0.23%4,423,500CommonNONE
25809K105DASHDOORDASH INC$233.8M0.23%948,587CommonSHARED
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$230.0M0.23%176,685,000CommonNONE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$226.3M0.23%149,155,000CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$226.3M0.23%709,390CommonSHARED
743315103PGRPROGRESSIVE CORP$223.6M0.22%837,794CommonSHARED
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$221.1M0.22%238,220,000CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$217.2M0.22%2,062,224CommonSHARED
615369105MCOMOODYS CORP$216.3M0.22%431,288CommonSHARED
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$214.6M0.21%210,560,000CommonNONE
020002101ALLALLSTATE CORP$213.9M0.21%1,062,525CommonSHARED
443201108HWMHOWMET AEROSPACE INC$212.7M0.21%1,143,013CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$212.3M0.21%680,595CommonSHARED
165167735EXEEXPAND ENERGY CORPORATION$209.4M0.21%1,792,263CommonSHARED
30231G102XOMEXXON MOBIL CORP$207.8M0.21%1,927,832CommonSHARED
12008R107BLDRBUILDERS FIRSTSOURCE INC$204.9M0.20%1,757,978CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$204.7M0.20%686,599CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$204.5M0.20%2,268,587CommonSHARED
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$204.3M0.20%207,005,000CommonNONE
49177J102KVUEKENVUE INC$202.2M0.20%9,691,217CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$201.4M0.20%3,420,215CommonNONE
718172109PMPHILIP MORRIS INTL INC$198.4M0.20%1,089,432CommonSHARED
009066AB7ABNB 0 03/15/26AIRBNB INC$197.7M0.20%204,550,000CommonNONE
94106L109WMWASTE MGMT INC DEL$194.3M0.19%848,932CommonSHARED
75513E101RTXRTX CORPORATION$192.8M0.19%1,320,074CommonSHARED
172908105CTASCINTAS CORP$192.7M0.19%864,601CommonSHARED
770700102HOODROBINHOOD MKTS INC$191.8M0.19%2,048,543CommonSHARED
G29183103ETNEATON CORP PLC$190.8M0.19%534,533CommonSHARED
548661107LOWLOWES COS INC$190.5M0.19%861,168CommonSHARED
872540109TJXTJX COS INC NEW$188.3M0.19%1,525,023CommonSHARED
892672106TWTRADEWEB MKTS INC$187.3M0.19%1,284,556CommonSHARED
380237107GDDYGODADDY INC$187.0M0.19%1,038,291CommonSHARED
252131AK3DXCM 0.25 11/15/25DEXCOM INC$182.8M0.18%185,625,000CommonNONE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$180.6M0.18%174,170,000CommonNONE
579780206MKCMCCORMICK & CO INC$180.3M0.18%2,386,120CommonSHARED
375558103GILDGILEAD SCIENCES INC$180.0M0.18%1,623,755CommonSHARED
969457100WMBWILLIAMS COS INC$175.8M0.17%2,798,748CommonSHARED
34959E109FTNTFORTINET INC$174.6M0.17%1,651,376CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$172.5M0.17%550,765CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$172.4M0.17%2,449,850CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$172.1M0.17%778,616CommonSHARED
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$169.4M0.17%142,635,000CommonNONE
922280102VRNSVARONIS SYS INC$168.8M0.17%3,325,793CommonSHARED
771049103RBLXROBLOX CORP$167.4M0.17%1,595,153CommonSHARED
882508104TXNTEXAS INSTRS INC$167.1M0.17%804,728CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$166.9M0.17%228,135CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$166.6M0.17%293,944CommonSHARED
81141RAG5SEALTD 0.25 09/15/26SEA LTD$166.5M0.17%176,110,000CommonNONE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$165.1M0.16%176,335,000CommonNONE
40131MAD1GH 1.25 02/15/31GUARDANT HEALTH INC$165.0M0.16%141,205,000CommonNONE
55306NAB0MKSI 1.25 06/01/30MKS INC.$164.8M0.16%166,430,000CommonNONE
233051432HYLBDBX ETF TR$164.6M0.16%4,458,140CommonSHARED
88339J105TTDTHE TRADE DESK INC$163.4M0.16%2,270,062CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$163.4M0.16%388,641CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$162.3M0.16%1,376,503CommonSHARED
679295105OKTAOKTA INC$162.3M0.16%1,623,354CommonSHARED
199908104FIXCOMFORT SYS USA INC$158.5M0.16%296,793CommonSHARED
002824100ABTABBOTT LABS$154.6M0.15%1,136,879CommonSHARED
278865100ECLECOLAB INC$153.9M0.15%571,300CommonSHARED
097023105BABOEING CO$153.1M0.15%730,715CommonSHARED
20717MAB9CFLT 0 01/15/27CONFLUENT INC$152.5M0.15%164,900,000CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$148.7M0.15%3,006,437CommonSHARED
126650100CVSCVS HEALTH CORP$146.7M0.15%2,126,585CommonSHARED
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$146.3M0.15%146,200,000CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$143.9M0.14%2,453,668CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$143.6M0.14%772,097CommonSHARED
N14506104ESTCELASTIC N V$143.6M0.14%1,702,460CommonSHARED
55354G100MSCIMSCI INC$142.9M0.14%248,642CommonSHARED
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$141.5M0.14%132,500,000CommonNONE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$140.8M0.14%126,310,000CommonNONE
29786AAN6ETSY 0.25 06/15/28ETSY INC$140.2M0.14%162,925,000CommonNONE
742718109PGPROCTER AND GAMBLE CO$139.2M0.14%873,710CommonSHARED
94419LAP6W 3.25 09/15/27WAYFAIR INC$138.8M0.14%121,525,000CommonNONE
03073E105CORCENCORA INC$136.1M0.14%453,820CommonSHARED
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$135.6M0.13%150,805,000CommonNONE
12504L109CBRECBRE GROUP INC$135.0M0.13%963,739CommonSHARED
345370CZ1F 0 03/15/26FORD MTR CO$132.7M0.13%134,295,000CommonNONE
031162100AMGNAMGEN INC$132.3M0.13%473,682CommonSHARED
852234AK9XYZ 0.25 11/01/27BLOCK INC$130.7M0.13%145,785,000CommonNONE
824348106SHWSHERWIN WILLIAMS CO$128.4M0.13%375,725CommonSHARED
81730H109SSENTINELONE INC$128.3M0.13%7,017,537CommonSHARED
450056AB2IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$128.0M0.13%99,580,000CommonNONE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$127.8M0.13%126,165,000CommonNONE
026874784AIGAMERICAN INTL GROUP INC$126.7M0.13%1,480,157CommonSHARED
29444U700EQIXEQUINIX INC$125.3M0.12%157,559CommonSHARED
315616102FFIVF5 INC$124.2M0.12%421,913CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$122.3M0.12%552,969CommonSHARED
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$121.7M0.12%127,955,000CommonNONE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$121.7M0.12%125,200,000CommonNONE
478160104JNJJOHNSON & JOHNSON$121.6M0.12%795,943CommonSHARED
09228F103BBBLACKBERRY LTD$121.3M0.12%26,477,844CommonSHARED
893641100TDGTRANSDIGM GROUP INC$119.5M0.12%78,613CommonSHARED
92840M102VSTVISTRA CORP$117.5M0.12%606,507CommonSHARED
256746108DLTRDOLLAR TREE INC$117.3M0.12%1,184,720CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$117.0M0.12%1,391,597CommonSHARED
16679L109CHWYCHEWY INC$116.6M0.12%2,735,870CommonSHARED
443573100HUBSHUBSPOT INC$116.5M0.12%209,367CommonSHARED
56585A102MPCMARATHON PETE CORP$116.4M0.12%700,913CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$114.1M0.11%119,055,000CommonNONE
482480100KLACKLA CORP$111.7M0.11%124,714CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$111.4M0.11%418,435CommonSHARED
717081103PFEPFIZER INC$111.4M0.11%4,593,728CommonSHARED
268150109DTDYNATRACE INC$110.8M0.11%2,006,981CommonSHARED
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$110.6M0.11%118,175,000CommonNONE
45784PAK7PODD 0.375 09/01/26INSULET CORP$108.6M0.11%77,140,000CommonNONE
82509LAA5SHOPCN 0.125 11/01/25SHOPIFY INC$108.5M0.11%106,975,000CommonNONE
G3265R107APTVAPTIV PLC$104.9M0.10%1,537,440CommonSHARED
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$104.8M0.10%81,940,000CommonNONE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$103.5M0.10%106,105,000CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$101.4M0.10%355,528CommonSHARED
29786AAL0ETSY 0.125 09/01/27ETSY INC$100.7M0.10%112,650,000CommonNONE
83304AAH9SNAP 0.125 03/01/28SNAP INC$100.2M0.10%115,395,000CommonNONE
654106103NKENIKE INC$100.1M0.10%1,409,244CommonSHARED
101121101BXPBXP INC$99.5M0.10%1,477,418CommonSHARED
22160N109CSGPCOSTAR GROUP INC$99.0M0.10%1,231,771CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$98.5M0.10%1,055,860CommonSHARED
26875P101EOGEOG RES INC$97.8M0.10%819,840CommonSHARED
87283Q867TCAFT ROWE PRICE ETF INC$97.5M0.10%2,762,859CommonNONE
00724F101ADBEADOBE INC$97.1M0.10%251,053CommonSHARED
855244109SBUXSTARBUCKS CORP$96.5M0.10%1,053,582CommonSHARED
12468P104AIC3 AI INC$96.2M0.10%3,914,901CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$93.2M0.09%300,982CommonSHARED
009158106APDAIR PRODS & CHEMS INC$93.1M0.09%330,117CommonSHARED
122017106BURLBURLINGTON STORES INC$92.8M0.09%400,722CommonSHARED
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$92.4M0.09%99,945,000CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$90.7M0.09%172,806CommonSHARED
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$90.1M0.09%95,060,000CommonNONE
29414B104EPAMEPAM SYS INC$89.6M0.09%506,460CommonSHARED
78781J109SAILSAILPOINT INC$89.5M0.09%3,913,783CommonSHARED
013091103ACIALBERTSONS COS INC$88.7M0.09%4,121,382CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$87.7M0.09%264,150CommonSHARED
941848103WATWATERS CORP$87.5M0.09%251,857CommonSHARED
65339F101NEENEXTERA ENERGY INC$86.2M0.09%1,245,525CommonSHARED
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$86.1M0.09%1,853,249CommonSHARED
929160109VMCVULCAN MATLS CO$85.6M0.09%329,469CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$84.7M0.08%659,464CommonSHARED
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$84.7M0.08%94,110,000CommonNONE
759916AD1RGEN 1 12/15/28REPLIGEN CORP$84.3M0.08%84,725,000CommonNONE
55024U109LITELUMENTUM HLDGS INC$84.1M0.08%884,550CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$83.4M0.08%1,215,997CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$83.1M0.08%237,030CommonSHARED
M7S64H106MNDYMONDAY COM LTD$82.8M0.08%263,155CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$82.5M0.08%70,245CommonSHARED
679295AF2OKTA 0.375 06/15/26OKTA INC$82.5M0.08%86,010,000CommonNONE
403949100DINOHF SINCLAIR CORP$81.8M0.08%1,992,071CommonSHARED
144285103CRSCARPENTER TECHNOLOGY CORP$81.7M0.08%295,678CommonSHARED
82452J307FOUR 6 05/01/28SHIFT4 PMTS INC$80.6M0.08%700,000CommonNONE
45168D104IDXXIDEXX LABS INC$79.7M0.08%148,692CommonSHARED
464287226AGGISHARES TR$79.4M0.08%799,931CommonSHARED
464287507IJHISHARES TR$79.3M0.08%1,278,333CommonSHARED
98139AAD7WK 1.25 08/15/28WORKIVA INC$79.1M0.08%85,220,000CommonNONE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$78.9M0.08%74,965,000CommonNONE
046353108AZNNASTRAZENECA PLC$78.9M0.08%1,129,085CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$78.4M0.08%1,002,757CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$76.8M0.08%3,998,745CommonSHARED
750917106RMBSRAMBUS INC DEL$76.8M0.08%1,199,373CommonSHARED
594972887MSTR 8 PERPMICROSTRATEGY INC$75.6M0.08%625,000CommonNONE
064058100BKBANK NEW YORK MELLON CORP$75.6M0.08%830,027CommonSHARED
857477103STTSTATE STR CORP$75.6M0.08%710,958CommonSHARED
04342Y104ASANASANA INC$75.3M0.07%5,574,796CommonSHARED
008073108AVAVAEROVIRONMENT INC$75.1M0.07%263,699CommonSHARED
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$74.8M0.07%91,960,000CommonNONE
87612E106TGTTARGET CORP$73.2M0.07%741,933CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$72.5M0.07%403,613CommonSHARED
36828A101GEVGE VERNOVA INC$72.5M0.07%136,995CommonSHARED
15135B101CNCCENTENE CORP DEL$71.7M0.07%1,320,697CommonSHARED
974155103WINGWINGSTOP INC$70.5M0.07%209,506CommonSHARED
79589L106IOTSAMSARA INC$70.1M0.07%1,762,989CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$70.1M0.07%1,620,041CommonSHARED
303250104FICOFAIR ISAAC CORP$69.6M0.07%38,097CommonSHARED
52661A108DRSLEONARDO DRS INC$69.2M0.07%1,489,731CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$68.8M0.07%211,045CommonSHARED
291011104EMREMERSON ELEC CO$67.8M0.07%508,652CommonSHARED
713448108PEPPEPSICO INC$67.6M0.07%512,326CommonSHARED
682189105ONON SEMICONDUCTOR CORP$67.4M0.07%1,286,642CommonSHARED
87612G101TRGPTARGA RES CORP$67.2M0.07%387,360CommonSHARED
05352A100AVTRAVANTOR INC$67.1M0.07%4,986,537CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$67.1M0.07%860,129CommonSHARED
888787108TOSTTOAST INC$67.0M0.07%1,513,742CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$66.6M0.07%226,036CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$66.6M0.07%451,736CommonSHARED
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$65.7M0.07%69,530,000CommonNONE
384802104GWWGRAINGER W W INC$65.5M0.07%62,966CommonSHARED
20030N101CMCSACOMCAST CORP NEW$65.3M0.06%1,828,370CommonSHARED
G5960L103MDTMEDTRONIC PLC$65.1M0.06%746,940CommonSHARED
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$64.8M0.06%251,545,000CommonNONE
876030107TPRTAPESTRY INC$64.8M0.06%737,548CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$64.7M0.06%5,643,731CommonSHARED
98138H101WDAYWORKDAY INC$64.6M0.06%269,077CommonSHARED
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$63.6M0.06%35,300,000CommonSHARED
58933Y105MRKMERCK & CO INC$63.4M0.06%800,277CommonSHARED
747525103QCOMQUALCOMM INC$63.3M0.06%397,633CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$63.2M0.06%288,931CommonSHARED
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$63.2M0.06%64,530,000CommonNONE
H01301128ALCALCON AG$62.9M0.06%713,116CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$62.7M0.06%1,970,300CommonSHARED
31428X106FDXFEDEX CORP$62.5M0.06%274,973CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$61.4M0.06%793,031CommonSHARED
632307104NTRANATERA INC$60.5M0.06%357,906CommonSHARED
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$59.9M0.06%61,470,000CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$59.8M0.06%767,138CommonSHARED
03076C106AMPAMERIPRISE FINL INC$57.6M0.06%107,882CommonSHARED
04626A103ALABASTERA LABS INC$57.2M0.06%632,955CommonSHARED
872590104TMUST-MOBILE US INC$56.1M0.06%235,313CommonSHARED
02209S103MOALTRIA GROUP INC$55.5M0.06%946,111CommonSHARED
882681109TXRHTEXAS ROADHOUSE INC$55.3M0.06%295,271CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$55.3M0.06%1,047,497CommonSHARED
500767306KWEBKRANESHARES TRUST$55.2M0.05%1,607,277CommonNONE
29358P101ENSGENSIGN GROUP INC$54.8M0.05%355,269CommonSHARED
580135101MCDMCDONALDS CORP$54.0M0.05%184,992CommonSHARED
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$53.9M0.05%53,500,000CommonNONE
252131107DXCMDEXCOM INC$53.8M0.05%616,067CommonSHARED
26856L103ELFE L F BEAUTY INC$53.6M0.05%430,815CommonSHARED
025816109AXPAMERICAN EXPRESS CO$53.4M0.05%167,495CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$53.3M0.05%470,388CommonSHARED
H2906T109GRMNGARMIN LTD$52.9M0.05%253,257CommonSHARED
10950A205BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC$52.7M0.05%638,500CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$52.5M0.05%1,224,428CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$52.3M0.05%518,237CommonSHARED
337738108FISVFISERV INC$52.1M0.05%302,242CommonSHARED
82982T106SITMSITIME CORP$52.0M0.05%243,918CommonSHARED
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$51.9M0.05%54,415,000CommonNONE
03831W108APPAPPLOVIN CORP$51.8M0.05%148,012CommonSHARED
82846H504QXO 5.5 05/15/28QXO INC$50.6M0.05%815,820CommonSHARED
438516106HONHONEYWELL INTL INC$50.5M0.05%217,012CommonSHARED
M87915274TSEMTOWER SEMICONDUCTOR LTD$50.3M0.05%1,159,323CommonSHARED
52110M109LAZLAZARD INC$50.0M0.05%1,042,557CommonSHARED
969904101WSMWILLIAMS SONOMA INC$49.5M0.05%302,925CommonSHARED
038222105AMATAPPLIED MATLS INC$49.4M0.05%269,819CommonSHARED
803054204SAPSAP SE$49.3M0.05%162,140CommonSHARED
146869102CVNACARVANA CO$49.1M0.05%145,745CommonSHARED
78442P106SLMSLM CORP$49.0M0.05%1,494,280CommonSHARED
902973304USBUS BANCORP DEL$48.9M0.05%1,080,300CommonSHARED
G3323L100FNFABRINET$48.6M0.05%165,081CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$48.3M0.05%723,301CommonSHARED
49845K101KVYOKLAVIYO INC$47.8M0.05%1,423,734CommonSHARED
698884AE3PAR 1.5 10/15/27PAR TECHNOLOGY CORP$47.1M0.05%41,000,000CommonSHARED
72352L106PINSPINTEREST INC$46.9M0.05%1,308,191CommonSHARED
497266106KEXKIRBY CORP$46.9M0.05%413,375CommonSHARED
368736104GNRCGENERAC HLDGS INC$46.8M0.05%326,809CommonSHARED
004498101ACIWACI WORLDWIDE INC$46.3M0.05%1,007,512CommonSHARED
773121108RKLBROCKET LAB CORP$46.1M0.05%1,289,376CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$46.1M0.05%996,283CommonSHARED
20825C104COPCONOCOPHILLIPS$45.8M0.05%510,703CommonSHARED
670346105NUENUCOR CORP$45.5M0.05%350,975CommonSHARED
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$45.5M0.05%34,135,000CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$45.2M0.05%497,705CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$45.2M0.04%111,522CommonSHARED
78709Y105SAIASAIA INC$44.7M0.04%163,149CommonSHARED
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$44.6M0.04%39,180,000CommonSHARED
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$44.1M0.04%45,240,000CommonNONE
H5919C104ONONON HLDG AG$44.1M0.04%847,153CommonSHARED
16411R208LNGCHENIERE ENERGY INC$43.8M0.04%179,726CommonSHARED
387328107GVAGRANITE CONSTR INC$43.4M0.04%464,467CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$43.2M0.04%93,383CommonSHARED
148929102CAVACAVA GROUP INC$43.1M0.04%511,741CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$43.0M0.04%23,895,000CommonSHARED
125269100CFCF INDS HLDGS INC$42.9M0.04%466,714CommonSHARED
902681AB1UGI 5 06/01/28UGI CORP NEW$42.9M0.04%31,020,000CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$42.8M0.04%988,202CommonSHARED
127190304CACICACI INTL INC$42.4M0.04%89,044CommonSHARED
09290D101BLKBLACKROCK INC$42.4M0.04%40,415CommonSHARED
854502101SWKSTANLEY BLACK & DECKER INC$42.3M0.04%625,033CommonSHARED
85423L103SAROSTANDARDAERO INC$42.3M0.04%1,336,808CommonSHARED
922475108VEEVVEEVA SYS INC$41.7M0.04%144,705CommonSHARED
74758T303QLYSQUALYS INC$41.6M0.04%291,199CommonSHARED
75737FAC2RDFN 0 10/15/25REDFIN CORP$41.6M0.04%42,385,000CommonNONE
70975L107PENPENUMBRA INC$41.5M0.04%161,802CommonSHARED
457669307INSMINSMED INC$41.0M0.04%407,679CommonSHARED
184496107CLHCLEAN HARBORS INC$40.9M0.04%176,874CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$40.7M0.04%131,993CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$40.3M0.04%250,624CommonSHARED
465741AQ9ITRI 1.375 07/15/30ITRON INC$39.9M0.04%33,430,000CommonSHARED
72407810062CPIPER SANDLER COMPANIES$39.7M0.04%142,756CommonSHARED
15118V207CELHCELSIUS HLDGS INC$39.6M0.04%854,620CommonSHARED
013872106AAALCOA CORP$39.5M0.04%1,338,300CommonSHARED
65473P105NINISOURCE INC$39.1M0.04%969,200CommonSHARED
12572Q105CMECME GROUP INC$38.8M0.04%140,762CommonSHARED
125523100CITHE CIGNA GROUP$38.8M0.04%117,338CommonSHARED
233331107DTEDTE ENERGY CO$38.7M0.04%292,125CommonSHARED
000360206AAONAAON INC$38.7M0.04%524,304CommonSHARED
444859102HUMHUMANA INC$38.5M0.04%157,513CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$38.3M0.04%1,000,033CommonSHARED
22266T109CPNGCOUPANG INC$38.2M0.04%1,276,660CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$37.9M0.04%383,229CommonSHARED
78409V104SPGIS&P GLOBAL INC$37.8M0.04%71,715CommonSHARED
387328AF4GVA 3.25 06/15/30GRANITE CONSTR INC$37.5M0.04%27,370,000CommonSHARED
226718104CRTOCRITEO S A$37.5M0.04%1,563,431CommonNONE
816850AF8SMTC 1.625 11/01/27SEMTECH CORP$37.2M0.04%25,805,000CommonSHARED
H8088L103SRADSPORTRADAR GROUP AG$36.7M0.04%1,305,654CommonNONE
00847J105AGYSAGILYSYS INC$36.3M0.04%316,629CommonSHARED
147448104CWSTCASELLA WASTE SYS INC$36.0M0.04%311,685CommonSHARED
82452J109FOURSHIFT4 PMTS INC$35.8M0.04%361,282CommonSHARED
422806109HEIHEICO CORP NEW$35.6M0.04%108,545CommonSHARED
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$35.5M0.04%31,580,000CommonSHARED
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$35.3M0.04%35,690,000CommonNONE
75734B100RDDTREDDIT INC$35.2M0.04%233,676CommonSHARED
34354P105FLSFLOWSERVE CORP$35.1M0.03%670,515CommonSHARED
466313103JBLJABIL INC$35.0M0.03%160,442CommonSHARED
302081104EXLSEXLSERVICE HOLDINGS INC$34.8M0.03%794,333CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$34.7M0.03%206,325CommonSHARED
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$34.4M0.03%35,870,000CommonNONE
G98196101W9N0WNS HLDGS LTD$34.4M0.03%543,275CommonSHARED
28414H103ELANELANCO ANIMAL HEALTH INC$34.2M0.03%2,395,100CommonSHARED
25754A201DPZDOMINOS PIZZA INC$33.8M0.03%75,085CommonSHARED
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$33.6M0.03%33,345,000CommonSHARED
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$33.3M0.03%35,225,000CommonNONE
74736L109QTWOQ2 HLDGS INC$33.3M0.03%355,827CommonSHARED
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$33.3M0.03%252,608CommonSHARED
458140100INTCINTEL CORP$33.2M0.03%1,482,612CommonSHARED
74340W103PLDPROLOGIS INC.$33.2M0.03%315,755CommonSHARED
74275K108PCORPROCORE TECHNOLOGIES INC$33.2M0.03%485,010CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$33.1M0.03%75,774CommonSHARED
33829M101FIVEFIVE BELOW INC$33.1M0.03%252,408CommonSHARED
03820C105AITAPPLIED INDL TECHNOLOGIES IN$33.0M0.03%141,965CommonSHARED
830830105SKYCHAMPION HOMES INC$32.9M0.03%526,002CommonSHARED
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$32.5M0.03%31,000,000CommonSHARED
036752103ELVELEVANCE HEALTH INC$31.9M0.03%82,043CommonSHARED
842587107SOSOUTHERN CO$31.9M0.03%347,277CommonSHARED
G3934V109GENIGENIUS SPORTS LIMITED$31.9M0.03%3,065,057CommonSHARED
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$31.5M0.03%26,165,000CommonSHARED
35137L105FOXAFOX CORP$31.4M0.03%561,188CommonSHARED
60786M105MCMOELIS & CO$31.3M0.03%502,190CommonSHARED
126408103CSXCSX CORP$31.2M0.03%957,473CommonSHARED
871607107SNPSSYNOPSYS INC$30.9M0.03%60,311CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$30.8M0.03%242,616CommonSHARED
00217D100ASTSAST SPACEMOBILE INC$30.7M0.03%655,937CommonSHARED
91913Y100VLOVALERO ENERGY CORP$30.6M0.03%227,996CommonSHARED
G9460G101VALVALARIS LTD$30.6M0.03%726,459CommonSHARED
006739106ADUSADDUS HOMECARE CORP$30.4M0.03%263,978CommonSHARED
45784P101PODDINSULET CORP$30.4M0.03%96,777CommonSHARED
59156R108METMETLIFE INC$30.3M0.03%377,148CommonSHARED
42226A107HQYHEALTHEQUITY INC$30.3M0.03%289,317CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$30.3M0.03%290,764CommonSHARED
609207105MDLZMONDELEZ INTL INC$30.2M0.03%447,875CommonSHARED
267475101DYDYCOM INDS INC$30.1M0.03%123,341CommonSHARED
89531P105TREXTREX CO INC$30.1M0.03%554,205CommonSHARED
83419XAA6SEI 4.75 05/01/30SOLARIS ENERGY INFRAS INC$30.1M0.03%22,460,000CommonSHARED
346375108FORMFORMFACTOR INC$29.9M0.03%867,606CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$29.7M0.03%399,613CommonSHARED
21044C107ROADCONSTRUCTION PARTNERS INC$29.7M0.03%279,411CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$29.6M0.03%195,847CommonSHARED
477839104JBTMJBT MAREL CORPORATION$29.6M0.03%245,894CommonSHARED
40412C101HCAHCA HEALTHCARE INC$29.2M0.03%76,285CommonSHARED
589889104MMSIMERIT MED SYS INC$29.0M0.03%310,103CommonSHARED
37045V100GMGENERAL MTRS CO$28.8M0.03%585,853CommonSHARED
40131M109GHGUARDANT HEALTH INC$28.6M0.03%549,578CommonSHARED
231021106CMICUMMINS INC$28.5M0.03%87,138CommonSHARED
042068205ARMARM HOLDINGS PLC$28.3M0.03%175,215CommonSHARED
336433107FSLRFIRST SOLAR INC$28.3M0.03%171,020CommonSHARED
26603R106DUOLDUOLINGO INC$28.0M0.03%68,183CommonSHARED
750491102RDNTRADNET INC$27.9M0.03%490,811CommonSHARED
682680103OKEONEOK INC NEW$27.8M0.03%341,125CommonSHARED
01625V104ALHCALIGNMENT HEALTHCARE INC$27.8M0.03%1,985,367CommonSHARED
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$27.8M0.03%22,250,000CommonSHARED
665531307NOGNORTHERN OIL & GAS INC$27.6M0.03%973,739CommonSHARED
369550108GDGENERAL DYNAMICS CORP$27.6M0.03%94,483CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$27.5M0.03%934,832CommonSHARED
70202L102PSNPARSONS CORP DEL$27.5M0.03%382,762CommonSHARED
09260D107BXBLACKSTONE INC$27.2M0.03%182,034CommonSHARED
031100100AMEAMETEK INC$27.0M0.03%149,050CommonSHARED
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$26.9M0.03%7,410,000CommonSHARED
88025T102TENBTENABLE HLDGS INC$26.9M0.03%795,141CommonSHARED
311900104FASTFASTENAL CO$26.1M0.03%622,572CommonSHARED
925550AH8VIAV 1.625 03/15/26VIAVI SOLUTIONS INC$25.7M0.03%25,460,000CommonSHARED
000899104ADMAADMA BIOLOGICS INC$25.5M0.03%1,398,906CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$25.5M0.03%347,499CommonSHARED
92846Q107COCOVITA COCO CO INC$25.3M0.03%699,556CommonSHARED
G8068L108SNSHARKNINJA INC$25.2M0.03%254,839CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$25.1M0.02%446,795CommonSHARED
60937P106MDBMONGODB INC$25.0M0.02%118,842CommonSHARED
81141RAF7SEALTD 2.375 12/01/25SEA LTD$24.9M0.02%13,955,000CommonSHARED
M2029K104BIRKBIRKENSTOCK HOLDING PLC$24.8M0.02%503,337CommonSHARED
50012A108KGSKODIAK GAS SVCS INC$24.7M0.02%720,240CommonSHARED
01749D105ALGMALLEGRO MICROSYSTEMS INC$24.5M0.02%716,443CommonSHARED
830940102SKWDSKYWARD SPECIALTY INS GROUP$24.5M0.02%423,694CommonSHARED
918284100VSECVSE CORP$24.5M0.02%186,883CommonSHARED
M6191J100FROGJFROG LTD$24.4M0.02%557,198CommonSHARED
253868103DLRDIGITAL RLTY TR INC$24.4M0.02%140,158CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$24.3M0.02%3,855,000CommonSHARED
78468R606SPHYSPDR SERIES TRUST$24.2M0.02%1,018,898CommonSHARED
946784105WAYWAYSTAR HLDG CORP$24.0M0.02%586,571CommonSHARED
M3760D101ESLTELBIT SYS LTD$23.9M0.02%53,830CommonSHARED
L44385109GLOBGLOBANT S A$23.9M0.02%262,553CommonSHARED
501270102KRUSKURA SUSHI USA INC$23.7M0.02%275,202CommonSHARED
30161N101EXCEXELON CORP$23.7M0.02%545,445CommonSHARED
237194105DRIDARDEN RESTAURANTS INC$23.4M0.02%107,488CommonSHARED
04963C209ATRCATRICURE INC$23.3M0.02%710,400CommonSHARED
45687V106IRINGERSOLL RAND INC$23.3M0.02%281,536CommonSHARED
34959J108FTVFORTIVE CORP$23.2M0.02%444,928CommonSHARED
09073M104TECHBIO-TECHNE CORP$23.2M0.02%450,781CommonSHARED
410120109HWCHANCOCK WHITNEY CORPORATION$23.2M0.02%403,423CommonSHARED
457730109INSPINSPIRE MED SYS INC$23.1M0.02%178,319CommonSHARED
256163106DOCUDOCUSIGN INC$23.1M0.02%296,852CommonSHARED
22052L104CTVACORTEVA INC$23.1M0.02%310,197CommonSHARED
64110D104NTAPNETAPP INC$23.1M0.02%216,908CommonSHARED
127097103CTRACOTERRA ENERGY INC$23.1M0.02%908,952CommonSHARED
093712AM9BE 3 06/01/29BLOOM ENERGY CORP$23.0M0.02%16,300,000CommonSHARED
498894104KNFKNIFE RIVER CORP$22.9M0.02%280,668CommonSHARED
78473E103SPXCSPX TECHNOLOGIES INC$22.9M0.02%136,475CommonSHARED
20717M1038QRCONFLUENT INC$22.9M0.02%917,657CommonSHARED
91529Y106UNMUNUM GROUP$22.8M0.02%282,680CommonSHARED
594972408MSTRMICROSTRATEGY INC$22.8M0.02%56,399CommonSHARED

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.