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IEQ CAPITAL, LLC

Q1 2024 · 13F-HR

IEQ CAPITAL, LLCholdings as filed

Filed 2024-05-09 · accession 0001085146-24-002350

$6.96B
Reported value
973
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 973

CUSIPTickerIssuerValue% port.SharesClassVoting
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713448108PEPPEPSICO INC$17.4M0.25%99,597CommonNONE
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038222105AMATAPPLIED MATLS INC$16.0M0.23%77,604CommonNONE
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863667101SYKSTRYKER CORPORATION$11.8M0.17%32,977CommonNONE
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016255101ALGNALIGN TECHNOLOGY INC$11.7M0.17%35,772CommonNONE
17275R102CSCOCISCO SYS INC$11.7M0.17%234,626CommonNONE
931142103WMTWALMART INC$11.6M0.17%192,962CommonNONE
654106103NKENIKE INC$11.5M0.17%122,473CommonNONE
458140100INTCINTEL CORP$11.0M0.16%248,002CommonNONE
46432F842IEFAISHARES TR$10.6M0.15%143,332CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$10.5M0.15%2,907CommonNONE
78468R663BILSPDR SER TR$10.4M0.15%113,624CommonNONE
G54950103LINLINDE PLC$10.3M0.15%22,201CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$10.1M0.15%24,167CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$10.0M0.14%149,098CommonNONE
464287309IVWISHARES TR$10.0M0.14%117,970CommonNONE
060505104BACBANK AMERICA CORP$9.9M0.14%260,840CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$9.9M0.14%81,676CommonNONE
617446448MSMORGAN STANLEY$9.9M0.14%104,840CommonNONE
22266T109CPNGCOUPANG INC$9.8M0.14%550,435CommonNONE
10576N102BRZEBRAZE INC$9.8M0.14%220,365CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$9.7M0.14%24,424CommonNONE
464287408IVEISHARES TR$9.5M0.14%50,984CommonNONE
040413106ANETEURARISTA NETWORKS INC$9.1M0.13%31,300CommonNONE
20030N101CMCSACOMCAST CORP NEW$9.1M0.13%209,363CommonNONE
438516106HONHONEYWELL INTL INC$9.0M0.13%44,029CommonNONE
191216100KOCOCA COLA CO$8.9M0.13%145,484CommonNONE
855244109SBUXSTARBUCKS CORP$8.7M0.12%94,955CommonNONE
H1467J104CBCHUBB LIMITED$8.6M0.12%33,292CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$8.6M0.12%189,498CommonNONE
09247X101BLKCHFBLACKROCK INC$8.3M0.12%9,959CommonNONE
46435G425ESGUISHARES TR$8.3M0.12%72,035CommonNONE
83304A106SNAPSNAP INC$8.3M0.12%719,695CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$8.0M0.12%208,925CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$8.0M0.12%19,216CommonNONE
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172908105CTASCINTAS CORP$8.0M0.11%11,574CommonNONE
747525103QCOMQUALCOMM INC$7.9M0.11%46,891CommonNONE
46434G103IEMGISHARES INC$7.9M0.11%152,159CommonNONE
149123101CATCATERPILLAR INC$7.8M0.11%21,180CommonNONE
235851102DHRDANAHER CORPORATION$7.6M0.11%30,594CommonNONE
69478X105LF2PACIFIC PREMIER BANCORP$7.6M0.11%316,521CommonNONE
G29183103ETNEATON CORP PLC$7.6M0.11%24,169CommonNONE
609207105MDLZMONDELEZ INTL INC$7.5M0.11%107,574CommonNONE
20825C104COPCONOCOPHILLIPS$7.5M0.11%58,753CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$7.3M0.11%29,345CommonNONE
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743315103PGRPROGRESSIVE CORP$7.2M0.10%35,029CommonNONE
872540109TJXTJX COS INC NEW$7.1M0.10%70,371CommonSOLE
369604301GEGENERAL ELECTRIC CO$7.1M0.10%40,479CommonNONE
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127387108CDNSCADENCE DESIGN SYSTEM INC$6.9M0.10%22,026CommonNONE
464287655IWMISHARES TR$6.8M0.10%32,555CommonNONE
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46137V357RSPINVESCO EXCHANGE TRADED FD T$6.6M0.10%39,202CommonNONE
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808513105SCHWSCHWAB CHARLES CORP$6.6M0.09%91,366CommonNONE
46434V621DGROISHARES TR$6.6M0.09%113,682CommonNONE
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75513E101RTXRTX CORPORATION$6.5M0.09%66,392CommonNONE
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369550108GDGENERAL DYNAMICS CORP$6.3M0.09%22,467CommonNONE
87612E106TGTTARGET CORP$6.2M0.09%35,159CommonNONE
78409V104SPGIS&P GLOBAL INC$6.0M0.09%14,162CommonNONE
244199105DEDEERE & CO$6.0M0.09%14,594CommonSOLE
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92206C680VONGVANGUARD SCOTTSDALE FDS$5.9M0.08%68,164CommonNONE
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025816109AXPAMERICAN EXPRESS CO$5.6M0.08%24,656CommonNONE
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12504L109CBRECBRE GROUP INC$2.5M0.04%25,649CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.5M0.04%42,891CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.5M0.04%9,757CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.5M0.04%11,226CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.5M0.04%10,649CommonNONE
902973304USBUS BANCORP DEL$2.4M0.04%54,775CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.4M0.04%1,982CommonNONE
291011104EMREMERSON ELEC CO$2.4M0.04%21,477CommonNONE
693718108PCARPACCAR INC$2.4M0.03%19,403CommonNONE
911363109URIUNITED RENTALS INC$2.4M0.03%3,331CommonNONE
45332Y109NARIUSDINARI MED INC$2.4M0.03%50,053CommonNONE
464287572IOOISHARES TR$2.4M0.03%26,782CommonNONE
69553P100PDPAGERDUTY INC$2.4M0.03%104,873CommonNONE
761152107RMDRESMED INC$2.3M0.03%11,703CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.3M0.03%10,748CommonNONE
718546104PSXPHILLIPS 66$2.3M0.03%13,922CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.3M0.03%19,334CommonNONE
009158106APDAIR PRODS & CHEMS INC$2.2M0.03%9,219CommonNONE
92204A207VDCVANGUARD WORLD FD$2.2M0.03%10,880CommonNONE
216648501COOCOOPER COS INC$2.2M0.03%21,596CommonNONE
464288240ACWXISHARES TR$2.2M0.03%40,875CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$2.2M0.03%14,924CommonNONE
22822V101CCICROWN CASTLE INC$2.2M0.03%20,381CommonNONE
03073E105CORCENCORA INC$2.1M0.03%8,845CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2.1M0.03%3,490CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$2.1M0.03%14,663CommonNONE
40412C101HCAHCA HEALTHCARE INC$2.1M0.03%6,333CommonNONE
278865100ECLECOLAB INC$2.1M0.03%9,081CommonNONE
031100100AMEAMETEK INC$2.1M0.03%11,406CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.0M0.03%48,858CommonNONE
04010L103ARCCARES CAPITAL CORP$2.0M0.03%97,154CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$2.0M0.03%12,882CommonNONE
745867101PHMPULTE GROUP INC$2.0M0.03%16,702CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.0M0.03%15,543CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$2.0M0.03%54,686CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.0M0.03%12,279CommonNONE
464287234EEMISHARES TR$2.0M0.03%48,197CommonNONE
52466B103LZLEGALZOOM COM INC$2.0M0.03%147,938CommonNONE
366651107ITGARTNER INC$2.0M0.03%4,120CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$2.0M0.03%126,847CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.9M0.03%24,855CommonNONE
22160N109CSGPCOSTAR GROUP INC$1.9M0.03%20,035CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.9M0.03%29,676CommonNONE
723787107PXDEURPIONEER NAT RES CO$1.9M0.03%7,345CommonNONE
046353108AZNNASTRAZENECA PLC$1.9M0.03%28,206CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.9M0.03%12,820CommonNONE
294429105EFXEQUIFAX INC$1.9M0.03%7,022CommonNONE
075887109BDXBECTON DICKINSON & CO$1.9M0.03%7,570CommonNONE
15135B101CNCCENTENE CORP DEL$1.9M0.03%23,830CommonNONE
69343T107PJTPJT PARTNERS INC$1.9M0.03%19,769CommonNONE
001055102AFLAFLAC INC$1.9M0.03%21,674CommonNONE
345370860FFORD MTR CO DEL$1.9M0.03%139,330CommonNONE
778296103ROSTROSS STORES INC$1.8M0.03%12,540CommonNONE
82509L107SHOPSHOPIFY INC$1.8M0.03%23,755CommonNONE
231021106CMICUMMINS INC$1.8M0.03%6,213CommonNONE
22266M104COURCOURSERA INC$1.8M0.03%130,226CommonNONE
682680103OKEONEOK INC NEW$1.8M0.03%22,676CommonSOLE
969457100WMBWILLIAMS COS INC$1.8M0.03%45,978CommonNONE
303250104FICOFAIR ISAAC CORP$1.8M0.03%1,431CommonNONE
370334104GISGENERAL MLS INC$1.8M0.03%25,430CommonNONE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$1.8M0.03%137,052CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.7M0.02%10,189CommonNONE
03837J101AQMSEURAQUA METALS INC$1.7M0.02%3,231,196CommonSOLE
631103108NDAQNASDAQ INC$1.7M0.02%27,385CommonNONE
95040Q104WELLWELLTOWER INC$1.7M0.02%18,292CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.7M0.02%25,505CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.7M0.02%12,197CommonNONE
260557103DOWDOW INC$1.6M0.02%28,397CommonNONE
97717Y691WCLDWISDOMTREE TR$1.6M0.02%47,043CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.6M0.02%21,942CommonNONE
29786A106ETSYETSY INC$1.6M0.02%23,333CommonNONE
406216101HALHALLIBURTON CO$1.6M0.02%40,433CommonNONE
922475108VEEVVEEVA SYS INC$1.6M0.02%6,865CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.6M0.02%8,002CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.6M0.02%25,531CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.6M0.02%10,628CommonNONE
682189105ONON SEMICONDUCTOR CORP$1.6M0.02%21,437CommonNONE
42809H107HESHESS CORP$1.6M0.02%10,260CommonNONE
464287648IWOISHARES TR$1.6M0.02%5,757CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.6M0.02%30,942CommonNONE
880770102TERTERADYNE INC$1.6M0.02%13,756CommonNONE
253868103DLRDIGITAL RLTY TR INC$1.5M0.02%10,722CommonNONE
988498101YUMYUM BRANDS INC$1.5M0.02%11,110CommonNONE
00091G104ACVAACV AUCTIONS INC$1.5M0.02%80,279CommonNONE
40434L105HPQHP INC$1.5M0.02%49,486CommonNONE
60937P106MDBMONGODB INC$1.5M0.02%4,169CommonNONE
464288604ISCGISHARES TR$1.5M0.02%32,100CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.5M0.02%81,330CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$1.5M0.02%22,632CommonNONE
922908512VOEVANGUARD INDEX FDS$1.5M0.02%9,476CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.5M0.02%25,594CommonNONE
922908629VOVANGUARD INDEX FDS$1.5M0.02%5,869CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.5M0.02%10,532CommonNONE
77311W101RKTROCKET COS INC$1.5M0.02%100,320CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.5M0.02%11,952CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$1.5M0.02%5,682CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.4M0.02%24,850CommonNONE
760759100RSGREPUBLIC SVCS INC$1.4M0.02%7,482CommonNONE
97717X669DGRWWISDOMTREE TR$1.4M0.02%18,727CommonNONE
59156R108METMETLIFE INC$1.4M0.02%19,240CommonNONE
922908553VNQVANGUARD INDEX FDS$1.4M0.02%16,383CommonNONE
929160109VMCVULCAN MATLS CO$1.4M0.02%5,183CommonNONE
922908611VBRVANGUARD INDEX FDS$1.4M0.02%7,361CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1.4M0.02%14,211CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$1.4M0.02%5,983CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.4M0.02%29,256CommonNONE
25746U109DDOMINION ENERGY INC$1.4M0.02%28,316CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.4M0.02%43,572CommonNONE
278642103EBAYEBAY INC.$1.4M0.02%26,306CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$1.4M0.02%45,568CommonNONE
98983V106ZUOUSDZUORA INC$1.4M0.02%151,328CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.4M0.02%14,888CommonNONE
780259305SHELSHELL PLC$1.4M0.02%20,158CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.3M0.02%12,810CommonNONE
803054204SAPSAP SE$1.3M0.02%6,814CommonNONE
92343E102VRSNVERISIGN INC$1.3M0.02%7,004CommonNONE
892331307TMTOYOTA MOTOR CORP$1.3M0.02%5,250CommonNONE
90384S303ULTAULTA BEAUTY INC$1.3M0.02%2,513CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.3M0.02%5,277CommonNONE
89832Q109TFCTRUIST FINL CORP$1.3M0.02%33,308CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.3M0.02%4,467CommonNONE
464287150ITOTISHARES TR$1.3M0.02%11,245CommonNONE
444859102HUMHUMANA INC$1.3M0.02%3,736CommonNONE
629377508NRGNRG ENERGY INC$1.3M0.02%19,026CommonNONE
452327109ILMNILLUMINA INC$1.3M0.02%9,297CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.3M0.02%11,358CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.3M0.02%3,195CommonNONE
30040W108ESEVERSOURCE ENERGY$1.3M0.02%21,145CommonNONE
45687V106IRINGERSOLL RAND INC$1.3M0.02%13,190CommonNONE
705573103PEGAPEGASYSTEMS INC$1.3M0.02%19,372CommonNONE
22207T101BASECOUCHBASE INC$1.2M0.02%47,012CommonNONE
49177J102KVUEKENVUE INC$1.2M0.02%57,106CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.2M0.02%14,232CommonNONE
98389B100XELXCEL ENERGY INC$1.2M0.02%22,692CommonNONE
756109104OREALTY INCOME CORP$1.2M0.02%22,443CommonNONE
816851109SRESEMPRA$1.2M0.02%16,749CommonNONE
466313103JBLJABIL INC$1.2M0.02%8,965CommonNONE
693506107PPGPPG INDS INC$1.2M0.02%8,279CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$1.2M0.02%18,890CommonNONE
26614N102DDDUPONT DE NEMOURS INC$1.2M0.02%15,499CommonNONE
52603A208LCLENDINGCLUB CORP$1.2M0.02%134,226CommonNONE
46432F339QUALISHARES TR$1.2M0.02%7,113CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.02%10,218CommonSOLE
81141R100SESEA LTD$1.2M0.02%21,637CommonNONE
020002101ALLALLSTATE CORP$1.2M0.02%6,700CommonNONE
565849106MRO*MARATHON OIL CORP$1.1M0.02%40,539CommonNONE
29414B104EPAMEPAM SYS INC$1.1M0.02%4,146CommonNONE
640979100NMRANEUMORA THERAPEUTICS INC.$1.1M0.02%82,853CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.1M0.02%4,163CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.1M0.02%17,959CommonNONE
146869102CVNACARVANA CO$1.1M0.02%12,826CommonNONE
97717W851DXJWISDOMTREE TR$1.1M0.02%10,331CommonNONE
33829M101FIVEFIVE BELOW INC$1.1M0.02%6,166CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$1.1M0.02%15,071CommonNONE
205887102CAGCONAGRA BRANDS INC$1.1M0.02%37,356CommonNONE
46284V101IRMIRON MTN INC DEL$1.1M0.02%13,798CommonNONE
464287184FXIISHARES TR$1.1M0.02%45,835CommonNONE
60770K107MRNAMODERNA INC$1.1M0.02%10,330CommonNONE
88579Y101MMM3M CO$1.1M0.02%10,357CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.02%6,988CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.1M0.02%10,575CommonNONE
98419M100XYLXYLEM INC$1.1M0.02%8,367CommonNONE
47215P106JDJD.COM INC$1.1M0.02%39,272CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$1.1M0.02%2,595CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.0M0.02%788CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.0M0.02%3,340CommonNONE
62944T105NVRNVR INC$1.0M0.02%129CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.0M0.01%11,373CommonNONE
18915M107NETCLOUDFLARE INC$1.0M0.01%10,652CommonNONE
98954M200ZZILLOW GROUP INC$1.0M0.01%20,827CommonNONE
464288307IMCGISHARES TR$1.0M0.01%14,370CommonNONE
260003108DOVDOVER CORP$1.0M0.01%5,720CommonNONE
92189F643MOATVANECK ETF TRUST$1.0M0.01%11,229CommonNONE
37637K108GTLBGITLAB INC$1.0M0.01%17,253CommonNONE
928881101VNTVONTIER CORPORATION$1.0M0.01%22,092CommonNONE
03662Q105AKXANSYS INC$998,7790.01%2,877CommonNONE
501044101KRKROGER CO$988,6280.01%17,305CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$984,9530.01%8,060CommonNONE
219948106CPAYCORPAY INC$983,0080.01%3,186CommonNONE
256163106DOCUDOCUSIGN INC$980,5830.01%16,467CommonNONE
398501106GRIID INFRASTRUCTURE INC$979,6410.01%742,152CommonNONE
427866108HSYHERSHEY CO$977,9370.01%5,028CommonNONE
30161N101EXCEXELON CORP$969,3370.01%25,801CommonNONE
55261F104MTBM & T BK CORP$962,0420.01%6,615CommonNONE
243537107DECKDECKERS OUTDOOR CORP$958,9090.01%1,019CommonNONE
74340E103PGNYPROGYNY INC$954,7800.01%25,027CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$952,6790.01%11,685CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$945,0780.01%24,220CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$943,5100.01%26,540CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$941,5060.01%16,053CommonNONE
989701107ZIONZIONS BANCORPORATION N A$939,4030.01%21,645CommonNONE
493267108KEYKEYCORP$936,0570.01%59,207CommonNONE
254709108DFSEURDISCOVER FINL SVCS$933,1040.01%7,118CommonNONE
500754106KHCKRAFT HEINZ CO$923,6730.01%25,032CommonNONE
00130H105AESAES CORP$923,5470.01%51,508CommonNONE
316773100FITBFIFTH THIRD BANCORP$920,4270.01%24,736CommonNONE
66987V109NVSNOVARTIS AG$918,2950.01%9,493CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$917,0150.01%25,752CommonNONE
34959J108FTVFORTIVE CORP$909,3990.01%10,572CommonNONE
G8473T100STESTERIS PLC$903,7120.01%4,020CommonNONE
23331A109DHID R HORTON INC$896,9800.01%5,451CommonNONE
G3934V109GENIGENIUS SPORTS LIMITED$890,7600.01%156,000CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$888,6710.01%81,157CommonNONE
172062101CINFCINCINNATI FINL CORP$887,9820.01%7,151CommonNONE
871829107SYYSYSCO CORP$884,6620.01%10,898CommonNONE
77543R102ROKUROKU INC$883,4450.01%13,556CommonNONE
20717M1038QRCONFLUENT INC$877,8470.01%28,763CommonNONE
38748G101BARGRANITESHARES GOLD TR$875,2820.01%39,858CommonNONE
433539202HIPOHIPPO HLDGS INC$865,8880.01%47,394CommonNONE
922907746VTEBVANGUARD MUN BD FDS$858,4020.01%16,964CommonNONE
30219Q106EXFYEXPENSIFY INC$857,0760.01%465,802CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$856,4860.01%9,960CommonNONE
26603R106DUOLDUOLINGO INC$852,1010.01%3,863CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$851,4440.01%17,661CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$843,6830.01%2,132CommonNONE
00827B106AFRMAFFIRM HLDGS INC$842,7470.01%22,618CommonNONE

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.