MondegarAI
JANUS HENDERSON GROUP PLC (JHG)

Q4 2024 · 13F-HR

JANUS HENDERSON GROUP PLC (JHG)holdings as filed

Filed 2025-02-14 · accession 0001085146-25-001531

$196.74B
Reported value
2,524
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2524

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$11.84B6.02%28,089,273CommonSHARED
67066G104NVDANVIDIA CORPORATION$11.51B5.85%85,703,209CommonSHARED
037833100AAPLAPPLE INC$7.83B3.98%31,281,736CommonSHARED
023135106AMZNAMAZON COM INC$7.17B3.64%32,662,084CommonSHARED
02079K107GOOGALPHABET INC$5.87B2.98%30,827,999CommonSHARED
30303M102METAMETA PLATFORMS INC$5.47B2.78%9,333,503CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$3.61B1.84%6,857,650CommonSHARED
11135F101AVGOBROADCOM INC$3.56B1.81%15,358,690CommonSHARED
532457108LLYELI LILLY & CO$3.46B1.76%4,484,543CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$2.79B1.42%5,507,957CommonSHARED
68389X105ORCLORACLE CORP$2.37B1.21%14,236,417CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$2.33B1.18%469,142CommonSHARED
743315103PGRPROGRESSIVE CORP$1.68B0.85%7,013,823CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$1.46B0.74%13,239,154CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.46B0.74%7,381,233CommonSHARED
04016X101ARGXARGENX SE$1.42B0.72%2,312,358CommonSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$1.35B0.68%14,520,398CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$1.34B0.68%14,977,816CommonSHARED
380237107GDDYGODADDY INC$1.28B0.65%6,491,702CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.26B0.64%16,598,958CommonSHARED
64110L106NFLXNETFLIX INC$1.23B0.62%1,377,081CommonSHARED
443201108HWMHOWMET AEROSPACE INC$1.20B0.61%10,947,354CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.18B0.60%22,390,120CommonSHARED
92826C839VVISA INC$1.17B0.59%3,693,499CommonSHARED
478160104JNJJOHNSON & JOHNSON$1.15B0.58%7,948,508CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.14B0.58%2,833,889CommonSHARED
025816109AXPAMERICAN EXPRESS CO$1.03B0.53%3,483,938CommonSHARED
Y2573F102FLEXFLEX LTD$1.02B0.52%26,485,276CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$1.00B0.51%4,182,161CommonSHARED
G29183103ETNEATON CORP PLC$998.1M0.51%3,007,570CommonSHARED
50212V100LPLALPL FINL HLDGS INC$996.0M0.51%3,050,529CommonSHARED
872540109TJXTJX COS INC NEW$968.8M0.49%8,018,894CommonSHARED
879369106TFXTELEFLEX INCORPORATED$936.0M0.48%5,259,056CommonSHARED
25809K105DASHDOORDASH INC$928.8M0.47%5,536,995CommonSHARED
482480100KLACKLA CORP$914.2M0.46%1,450,823CommonSHARED
235851102DHRDANAHER CORPORATION$902.8M0.46%3,933,078CommonSHARED
81762P102NOWSERVICENOW INC$874.3M0.44%824,725CommonSHARED
92243G108PCVXVAXCYTE INC$865.6M0.44%10,575,363CommonSHARED
79466L302CRMSALESFORCE INC$861.4M0.44%2,576,104CommonSHARED
244199105DEDEERE & CO$860.9M0.44%2,031,771CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$856.7M0.44%4,935,419CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$852.6M0.43%5,721,604CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$799.7M0.41%1,723,082CommonSHARED
512807306LRCXLAM RESEARCH CORP$792.2M0.40%10,967,975CommonSHARED
09260D107BXBLACKSTONE INC$790.9M0.40%4,587,026CommonSHARED
682189105ONON SEMICONDUCTOR CORP$780.4M0.40%12,377,264CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$760.3M0.39%2,530,293CommonSHARED
437076102HDHOME DEPOT INC$755.3M0.38%1,941,275CommonSHARED
00287Y109ABBVABBVIE INC$754.6M0.38%4,246,045CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$730.3M0.37%14,218,581CommonSHARED
12572Q105CMECME GROUP INC$728.3M0.37%3,135,753CommonSHARED
03831W108APPAPPLOVIN CORP$725.9M0.37%2,241,664CommonSHARED
031162100AMGNAMGEN INC$720.4M0.37%2,763,903CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$719.2M0.37%3,180,849CommonSHARED
58733R102MELIMERCADOLIBRE INC$718.4M0.37%422,452CommonSHARED
96208T104WEXWEX INC$710.5M0.36%4,052,379CommonSHARED
714046109RVTYREVVITY INC$709.7M0.36%6,358,952CommonSHARED
617446448MSMORGAN STANLEY$688.3M0.35%5,474,243CommonSHARED
558868105MDGLMADRIGAL PHARMACEUTICALS INC$681.4M0.35%2,208,394CommonSHARED
461202103INTUINTUIT$674.5M0.34%1,073,103CommonSHARED
052769106ADSKAUTODESK INC$652.1M0.33%2,206,237CommonSHARED
863667101SYKSTRYKER CORPORATION$642.5M0.33%1,784,584CommonSHARED
002824100ABTABBOTT LABS$640.5M0.33%5,662,369CommonSHARED
018802108LNTALLIANT ENERGY CORP$636.8M0.32%10,768,159CommonSHARED
02079K305GOOGLALPHABET INC$634.7M0.32%3,352,072CommonSHARED
G54950103LINLINDE PLC$627.7M0.32%1,499,353CommonSHARED
871607107SNPSSYNOPSYS INC$626.4M0.32%1,290,669CommonSHARED
03852U106ARMKARAMARK$607.0M0.31%16,268,682CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$604.9M0.31%1,719,430CommonSHARED
N07059210ASMLASML HOLDING N V$604.9M0.31%872,796CommonSHARED
04351P101ASNDUSDASCENDIS PHARMA A/S$602.9M0.31%4,380,382CommonSHARED
369604301GEGE AEROSPACE$597.4M0.30%3,581,799CommonSHARED
038222105AMATAPPLIED MATLS INC$596.6M0.30%3,668,323CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$596.3M0.30%9,889,179CommonSHARED
58933Y105MRKMERCK & CO INC$583.4M0.30%5,864,505CommonSHARED
084423102WRBBERKLEY W R CORP$582.7M0.30%9,957,020CommonSHARED
445658107JBHTHUNT J B TRANS SVCS INC$578.6M0.29%3,390,200CommonSHARED
23804L103DDOGDATADOG INC$573.9M0.29%4,016,558CommonSHARED
22052L104CTVACORTEVA INC$572.5M0.29%10,050,711CommonSHARED
34959J108FTVFORTIVE CORP$566.2M0.29%7,548,858CommonSHARED
166764100CVXCHEVRON CORP NEW$564.5M0.29%3,897,183CommonSHARED
G02602103DOXAMDOCS LTD$561.3M0.29%6,593,101CommonSHARED
516544103LNTHLANTHEUS HLDGS INC$554.6M0.28%6,198,689CommonSHARED
379577208GMEDGLOBUS MED INC$547.1M0.28%6,614,812CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$544.6M0.28%1,046,871CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$539.1M0.27%8,936,765CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$538.1M0.27%2,588,855CommonSHARED
803607100SRPTSAREPTA THERAPEUTICS INC$526.2M0.27%4,328,323CommonSHARED
268150109DTDYNATRACE INC$508.8M0.26%9,361,736CommonSHARED
29444U700EQIXEQUINIX INC$505.3M0.26%535,847CommonSHARED
032095101APHAMPHENOL CORP NEW$504.0M0.26%7,256,290CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$503.3M0.26%1,125,465CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$496.6M0.25%1,696,271CommonSHARED
872590104TMUST-MOBILE US INC$493.1M0.25%2,233,725CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$479.8M0.24%6,482,921CommonSHARED
87241L109TFIITFI INTL INC$478.5M0.24%3,541,936CommonSHARED
88579Y101MMM3M CO$467.9M0.24%3,624,933CommonSHARED
512816109LAMRLAMAR ADVERTISING CO NEW$466.3M0.24%3,830,071CommonSHARED
40412C101HCAHCA HEALTHCARE INC$461.9M0.23%1,538,826CommonSHARED
654106103NKENIKE INC$460.2M0.23%6,081,021CommonSHARED
92840M102VSTVISTRA CORP$451.1M0.23%3,271,465CommonSHARED
254687106DISDISNEY WALT CO$447.9M0.23%4,022,017CommonSHARED
45687V106IRINGERSOLL RAND INC$447.0M0.23%4,941,588CommonSHARED
580135101MCDMCDONALDS CORP$444.5M0.23%1,533,469CommonSHARED
82509L107SHOPSHOPIFY INC$443.3M0.23%4,169,244CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$438.7M0.22%2,065,496CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$425.7M0.22%1,499,875CommonSHARED
760125104RTORENTOKIL INITIAL PLC$425.0M0.22%16,782,804CommonSHARED
922908363VOOVANGUARD INDEX FDS$417.7M0.21%775,146CommonSHARED
76155X100RVMDREVOLUTION MEDICINES INC$414.8M0.21%9,483,999CommonSHARED
023608102AEEAMEREN CORP$410.2M0.21%4,601,449CommonSHARED
816851109SRESEMPRA$408.1M0.21%4,651,923CommonSHARED
15677J108DAYDAYFORCE INC$406.2M0.21%5,591,461CommonSHARED
G87052109TELTE CONNECTIVITY PLC$405.0M0.21%2,832,104CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$392.2M0.20%1,061,695CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$386.8M0.20%1,750,111CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$382.8M0.19%417,821CommonSHARED
05352A100AVTRAVANTOR INC$382.1M0.19%18,136,206CommonSHARED
143130102KMXCARMAX INC$382.0M0.19%4,671,950CommonSHARED
20825C104COPCONOCOPHILLIPS$375.4M0.19%3,785,715CommonSHARED
44930G107ICUIICU MED INC$374.1M0.19%2,410,782CommonSHARED
184496107CLHCLEAN HARBORS INC$371.0M0.19%1,612,082CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$369.8M0.19%2,016,255CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$368.5M0.19%3,050,708CommonSHARED
742718109PGPROCTER AND GAMBLE CO$363.9M0.18%2,170,293CommonSHARED
00187Y100APGAPI GROUP CORP$359.8M0.18%10,003,065CommonSHARED
88160R101TSLATESLA INC$353.5M0.18%875,591CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$349.0M0.18%9,381,853CommonSHARED
58155Q103MCKMCKESSON CORP$348.9M0.18%612,448CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$348.8M0.18%3,027,066CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$346.5M0.18%663,902CommonSHARED
74340W103PLDPROLOGIS INC.$341.0M0.17%3,225,567CommonSHARED
682680103OKEONEOK INC NEW$340.0M0.17%3,386,418CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$331.6M0.17%1,859,525CommonSHARED
233331107DTEDTE ENERGY CO$330.0M0.17%2,732,819CommonSHARED
941848103WATWATERS CORP$329.9M0.17%889,306CommonSHARED
375916103GILGILDAN ACTIVEWEAR INC$327.9M0.17%6,970,246CommonSHARED
37940X102GPNGLOBAL PMTS INC$325.7M0.17%2,906,444CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$323.0M0.16%698,816CommonSHARED
878742204TECKTECK RESOURCES LTD$321.6M0.16%7,937,103CommonSHARED
871829107SYYSYSCO CORP$316.9M0.16%4,144,045CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$316.3M0.16%1,279,683CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$314.9M0.16%1,632,643CommonSHARED
G4705A100ICLRICON PLC$311.6M0.16%1,486,046CommonSHARED
G5960L103MDTMEDTRONIC PLC$309.8M0.16%3,877,532CommonSHARED
16115Q308GTLSCHART INDS INC$307.0M0.16%1,608,883CommonSHARED
74935Q107RBARB GLOBAL INC$307.0M0.16%3,403,086CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$300.2M0.15%520,556CommonSHARED
464287226AGGISHARES TR$298.1M0.15%3,076,340CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$296.7M0.15%7,415,062CommonSHARED
89400J107TRUTRANSUNION$291.5M0.15%3,144,058CommonSHARED
G8473T100STESTERIS PLC$290.5M0.15%1,413,306CommonSHARED
452327109ILMNILLUMINA INC$287.7M0.15%2,153,091CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$287.7M0.15%502,390CommonSHARED
12514G108CDWCDW CORP$282.7M0.14%1,624,344CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$281.9M0.14%1,442,685CommonSHARED
216648501COOCOOPER COS INC$278.1M0.14%3,025,356CommonSHARED
G25508105CRHCRH PLC$271.9M0.14%2,927,703CommonSHARED
98389B100XELXCEL ENERGY INC$271.6M0.14%4,022,085CommonSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$270.3M0.14%862,869CommonSHARED
929740108WABWABTEC$270.3M0.14%1,425,367CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$268.0M0.14%225,965CommonSHARED
G8060N102STSENSATA TECHNOLOGIES HLDG PL$267.6M0.14%9,767,232CommonSHARED
98978V103ZTSZOETIS INC$261.8M0.13%1,606,508CommonSHARED
G1110E107BHVNBIOHAVEN LTD$260.7M0.13%6,982,425CommonSHARED
783513203RYAAYRYANAIR HOLDINGS PLC$257.8M0.13%5,914,372CommonSHARED
147528103CASYCASEYS GEN STORES INC$254.1M0.13%641,205CommonSHARED
808524201SCHXSCHWAB STRATEGIC TR$253.2M0.13%10,924,350CommonSHARED
21874C102CNMCORE & MAIN INC$251.0M0.13%4,930,896CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$246.5M0.13%1,172,438CommonSHARED
86881A100SGRYSURGERY PARTNERS INC$244.6M0.12%11,554,845CommonSHARED
136385101CNQCANADIAN NAT RES LTD$240.9M0.12%7,801,982CommonSHARED
122017106BURLBURLINGTON STORES INC$239.0M0.12%838,534CommonSHARED
12769G100CZRCAESARS ENTERTAINMENT INC NE$237.3M0.12%7,101,885CommonSHARED
92338C103VLTOVERALTO CORP$236.7M0.12%2,324,491CommonSHARED
834203309SLNOSOLENO THERAPEUTICS INC$233.1M0.12%5,188,265CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$231.9M0.12%2,513,856CommonSHARED
66987V109NVSNOVARTIS AG$229.5M0.12%2,358,523CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$228.4M0.12%1,255,102CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$227.4M0.12%1,767,129CommonSHARED
438516106HONHONEYWELL INTL INC$226.2M0.11%1,001,296CommonSHARED
595112103MUMICRON TECHNOLOGY INC$222.8M0.11%2,646,936CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$222.2M0.11%963,034CommonSHARED
032654105ADIANALOG DEVICES INC$221.3M0.11%1,041,502CommonSHARED
G2143T103CMPRCIMPRESS PLC$218.1M0.11%3,041,361CommonSHARED
09227Q100BLKBBLACKBAUD INC$213.3M0.11%2,885,062CommonSHARED
00724F101ADBEADOBE INC$209.6M0.11%471,407CommonSHARED
94419L101WWAYFAIR INC$208.7M0.11%4,709,301CommonSHARED
671044105OSISOSI SYSTEMS INC$206.1M0.10%1,230,805CommonSHARED
05370A108RNAGBPAVIDITY BIOSCIENCES INC$205.1M0.10%7,053,010CommonSHARED
615369105MCOMOODYS CORP$202.3M0.10%427,425CommonSHARED
74275K108PCORPROCORE TECHNOLOGIES INC$196.9M0.10%2,627,408CommonSHARED
957638109WALWESTERN ALLIANCE BANCORP$195.6M0.10%2,341,553CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$195.0M0.10%1,716,724CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$193.0M0.10%1,168,613CommonSHARED
882508104TXNTEXAS INSTRS INC$192.2M0.10%1,024,895CommonSHARED
47103U738JEMBJANUS DETROIT STR TR$191.1M0.10%3,829,035CommonSHARED
47103J105JANXJANUX THERAPEUTICS INC$190.6M0.10%3,562,402CommonSHARED
48123V102ZDZIFF DAVIS INC$189.5M0.10%3,487,495CommonSHARED
604749101MIRMMIRUM PHARMACEUTICALS INC$189.5M0.10%4,581,642CommonSHARED
53566V106LINELINEAGE INC$189.4M0.10%3,233,219CommonSHARED
444859102HUMHUMANA INC$183.7M0.09%724,404CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$181.9M0.09%4,776,449CommonSHARED
G0692U109AXSAXIS CAP HLDGS LTD$181.0M0.09%2,042,925CommonSHARED
93148P102WDWALKER & DUNLOP INC$179.4M0.09%1,845,100CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$179.1M0.09%2,112,187CommonSHARED
26818M108DYNDYNE THERAPEUTICS INC$173.8M0.09%7,379,309CommonSHARED
98887Q104ZLABZAI LAB LTD$172.0M0.09%6,567,892CommonSHARED
78409V104SPGIS&P GLOBAL INC$171.9M0.09%344,856CommonSHARED
228368106CCKCROWN HLDGS INC$169.0M0.09%2,044,383CommonSHARED
00973Y108AKROAKERO THERAPEUTICS INC$167.8M0.09%6,034,239CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$165.7M0.08%2,412,761CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$165.5M0.08%468,996CommonSHARED
377322102GKOSGLAUKOS CORP$163.8M0.08%1,092,417CommonSHARED
81725T100SXTSENSIENT TECHNOLOGIES CORP$160.8M0.08%2,257,033CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$160.4M0.08%729,479CommonSHARED
17275R102CSCOCISCO SYS INC$159.0M0.08%2,687,382CommonSHARED
86614U1007SUSUMMIT MATLS INC$156.7M0.08%3,096,383CommonSHARED
718172109PMPHILIP MORRIS INTL INC$156.1M0.08%1,297,023CommonSHARED
78351F107RYANRYAN SPECIALTY HOLDINGS INC$156.0M0.08%2,431,193CommonSHARED
86333M108LRNSTRIDE INC$155.3M0.08%1,493,709CommonSHARED
82452J109FOURSHIFT4 PMTS INC$151.1M0.08%1,456,002CommonSHARED
45166A102IDYAIDEAYA BIOSCIENCES INC$150.6M0.08%5,857,639CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$149.6M0.08%845,307CommonSHARED
559663109MGYMAGNOLIA OIL & GAS CORP$149.6M0.08%6,396,875CommonSHARED
98983L108ZWSZURN ELKAY WATER SOLNS CORP$149.4M0.08%4,006,596CommonSHARED
881624209TEVATEVA PHARMACEUTICAL INDS LTD$148.5M0.08%6,737,625CommonSHARED
G29687103AVDLAVADEL PHARMACEUTICALS PLC$148.1M0.08%14,080,219CommonSHARED
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$147.3M0.07%12,553,813CommonSHARED
85423L103SAROSTANDARDAERO INC$145.8M0.07%5,890,511CommonSHARED
756109104OREALTY INCOME CORP$145.6M0.07%2,725,360CommonSHARED
60471A101MIRMIRION TECHNOLOGIES INC$145.4M0.07%8,330,495CommonSHARED
22663K107CRNXCRINETICS PHARMACEUTICALS IN$142.9M0.07%2,795,441CommonSHARED
298736109EEFTEURONET WORLDWIDE INC$142.6M0.07%1,386,382CommonSHARED
70975L107PENPENUMBRA INC$141.8M0.07%597,077CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$141.6M0.07%1,122,886CommonSHARED
256746108DLTRDOLLAR TREE INC$138.9M0.07%1,853,432CommonSHARED
92939U106WECWEC ENERGY GROUP INC$138.3M0.07%1,471,096CommonSHARED
921909768VXUSVANGUARD STAR FDS$137.3M0.07%2,330,013CommonSHARED
G39108108GTESGATES INDL CORP PLC$135.1M0.07%6,569,959CommonSHARED
75513E101RTXRTX CORPORATION$135.0M0.07%1,166,464CommonSHARED
10806X102BBIOBRIDGEBIO PHARMA INC$134.7M0.07%4,907,533CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$134.4M0.07%2,375,593CommonSHARED
036752103ELVELEVANCE HEALTH INC$134.1M0.07%363,526CommonSHARED
046353108AZNNASTRAZENECA PLC$133.9M0.07%2,044,259CommonSHARED
28036F105EWTXEDGEWISE THERAPEUTICS INC$133.0M0.07%4,983,940CommonSHARED
45073V108ITTITT INC$132.6M0.07%928,116CommonSHARED
571903202MARMARRIOTT INTL INC NEW$130.9M0.07%469,239CommonSHARED
282559103ETNBGBP89BIO INC$129.2M0.07%16,514,056CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$129.0M0.07%431,129CommonSHARED
039697107ARDXARDELYX INC$123.6M0.06%24,387,941CommonSHARED
464287200IVVISHARES TR$123.1M0.06%209,169CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$122.4M0.06%761,527CommonSHARED
29275Y102ENSENERSYS$122.3M0.06%1,322,767CommonSHARED
01626W101ALITALIGHT INC$122.0M0.06%17,624,572CommonSHARED
375558103GILDGILEAD SCIENCES INC$119.7M0.06%1,296,077CommonSHARED
03940C100ACLXGBXARCELLX INC$119.5M0.06%1,557,092CommonSHARED
903731107ULSUL SOLUTIONS INC$119.2M0.06%2,389,077CommonSHARED
969457100WMBWILLIAMS COS INC$118.8M0.06%2,194,402CommonSHARED
26622P107DOCSDOXIMITY INC$114.4M0.06%2,142,478CommonSHARED
07831C103BRBRBELLRING BRANDS INC$114.1M0.06%1,514,623CommonSHARED
86366E106GPCRSTRUCTURE THERAPEUTICS INC$112.8M0.06%4,159,888CommonSHARED
98420N105XENEXENON PHARMACEUTICALS INC$112.4M0.06%2,866,755CommonSHARED
653656108NICENICE LTD$110.4M0.06%650,056CommonSHARED
98419M100XYLXYLEM INC$108.9M0.06%938,055CommonSHARED
53220K504LGNDLIGAND PHARMACEUTICALS INC$108.8M0.06%1,015,023CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$108.4M0.06%794,118CommonSHARED
040413205ANETARISTA NETWORKS INC$107.4M0.05%971,547CommonSHARED
83601L102SHCSOTERA HEALTH CO$106.5M0.05%7,782,562CommonSHARED
78473E103SPXCSPX TECHNOLOGIES INC$105.3M0.05%723,708CommonSHARED
457730109INSPINSPIRE MED SYS INC$105.2M0.05%567,312CommonSHARED
69366J200PTCTPTC THERAPEUTICS INC$105.0M0.05%2,325,915CommonSHARED
56585A102MPCMARATHON PETE CORP$102.9M0.05%737,907CommonSHARED
70438V106PCTYPAYLOCITY HLDG CORP$102.6M0.05%514,471CommonSHARED
64049M209NEONEOGENOMICS INC$101.6M0.05%6,165,063CommonSHARED
191216100KOCOCA COLA CO$100.1M0.05%1,607,301CommonSHARED
457669307INSMINSMED INC$99.8M0.05%1,445,696CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$99.6M0.05%1,078,888CommonSHARED
87971M103TUTELUS CORPORATION$99.2M0.05%7,320,442CommonSHARED
337738108FISVFISERV INC$98.6M0.05%479,476CommonSHARED
229899109CFRCULLEN FROST BANKERS INC$96.9M0.05%721,898CommonSHARED
78709Y105SAIASAIA INC$95.8M0.05%210,147CommonSHARED
374163103GERNGERON CORP$95.8M0.05%27,082,461CommonSHARED
40171V100GWREGUIDEWIRE SOFTWARE INC$93.7M0.05%555,892CommonSHARED
142339100CSLCARLISLE COS INC$92.8M0.05%251,699CommonSHARED
85254J102STAGSTAG INDL INC$91.8M0.05%2,715,574CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$89.4M0.05%197,028CommonSHARED
577933104MMSMAXIMUS INC$88.5M0.05%1,186,150CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$87.5M0.04%1,283,437CommonSHARED
257651109DCIDONALDSON INC$87.4M0.04%1,297,229CommonSHARED
97650W108WTFCWINTRUST FINL CORP$86.9M0.04%696,934CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$86.0M0.04%1,161,544CommonSHARED
G81276100SIGSIGNET JEWELERS LIMITED$85.2M0.04%1,055,061CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$84.6M0.04%384,454CommonSHARED
46138G649QQQMINVESCO EXCH TRADED FD TR II$83.9M0.04%398,574CommonSHARED
03073E105CORCENCORA INC$82.8M0.04%368,670CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$82.3M0.04%1,235,629CommonSHARED
152309100CNTACENTESSA PHARMACEUTICALS PLC$82.2M0.04%4,909,487CommonSHARED
91347P105OLEDUNIVERSAL DISPLAY CORP$80.7M0.04%551,673CommonSHARED
42226A107HQYHEALTHEQUITY INC$80.0M0.04%833,916CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$79.8M0.04%331,325CommonSHARED
531229771FWONALIBERTY MEDIA CORP DEL$79.7M0.04%948,907CommonSHARED
127190304CACICACI INTL INC$79.3M0.04%196,384CommonSHARED
827048109SLGNSILGAN HLDGS INC$78.9M0.04%1,515,582CommonSHARED
925050106VRNAVERONA PHARMA PLC$77.5M0.04%1,667,165CommonSHARED
254604101IRONDISC MEDICINE INC$77.2M0.04%1,217,815CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$76.8M0.04%1,357,119CommonSHARED
00217D100ASTSAST SPACEMOBILE INC$76.7M0.04%3,635,711CommonSHARED
30231G102XOMEXXON MOBIL CORP$76.4M0.04%709,539CommonSHARED
060505104BACBANK AMERICA CORP$75.8M0.04%1,723,030CommonSHARED
00790R104WMSADVANCED DRAIN SYS INC DEL$74.4M0.04%644,056CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$73.8M0.04%1,973,969CommonSHARED
12532H104GIBCGI INC$73.7M0.04%673,206CommonSHARED
171484108CHDNCHURCHILL DOWNS INC$72.9M0.04%545,912CommonSHARED
95040Q104WELLWELLTOWER INC$72.8M0.04%578,584CommonSHARED
09073M104TECHBIO-TECHNE CORP$72.7M0.04%1,009,471CommonSHARED
29364G103ETRENTERGY CORP NEW$72.6M0.04%957,111CommonSHARED
249906108DSGXDESCARTES SYS GROUP INC$72.2M0.04%635,722CommonSHARED
12504L109CBRECBRE GROUP INC$71.7M0.04%546,189CommonSHARED
74006W207PRAXPRAXIS PRECISION MEDICINES I$71.6M0.04%929,523CommonSHARED
89422G107TVTXTRAVERE THERAPEUTICS INC$70.7M0.04%4,058,632CommonSHARED
35137L204FOXFOX CORP$70.3M0.04%1,536,614CommonSHARED
52490G102LEGNLEGEND BIOTECH CORP$70.2M0.04%2,156,749CommonSHARED
52110M109LAZLAZARD INC$70.1M0.04%1,361,366CommonSHARED
92276F100VTRVENTAS INC$68.7M0.03%1,166,840CommonSHARED
76243J105RYTMRHYTHM PHARMACEUTICALS INC$68.3M0.03%1,219,554CommonSHARED
931142103WMTWALMART INC$68.0M0.03%752,624CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$66.7M0.03%595,416CommonSHARED
F21107101CSTMCONSTELLIUM SE$66.2M0.03%6,445,290CommonSHARED
165167735EXEEXPAND ENERGY CORPORATION$65.9M0.03%662,381CommonSHARED
G48833118WFRDWEATHERFORD INTL PLC$65.0M0.03%907,593CommonSHARED
277276101EGPEASTGROUP PPTYS INC$63.7M0.03%396,434CommonSHARED
H01301128ALCALCON AG$63.4M0.03%747,664CommonSHARED
194693107CIGICOLLIERS INTL GROUP INC$63.4M0.03%466,425CommonSHARED
453204109PIIMPINJ INC$63.3M0.03%435,960CommonSHARED
902653104UDRUDR INC$62.3M0.03%1,435,540CommonSHARED
40415F101HDBHDFC BANK LTD$62.2M0.03%973,979CommonSHARED
171779309CIENCIENA CORP$61.9M0.03%729,722CommonSHARED
629377508NRGNRG ENERGY INC$61.8M0.03%685,359CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$61.4M0.03%1,393,587CommonSHARED
G21810109CLVTCLARIVATE PLC$60.9M0.03%11,978,592CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$60.7M0.03%3,504,809CommonSHARED
969904101WSMWILLIAMS SONOMA INC$60.6M0.03%327,421CommonSHARED
833445109SNOWSNOWFLAKE INC$60.2M0.03%389,756CommonSHARED
922908751VBVANGUARD INDEX FDS$60.1M0.03%250,094CommonSHARED
49714P108KNSLKINSALE CAP GROUP INC$59.9M0.03%128,830CommonSHARED
589492107MREOMEREO BIOPHARMA GROUP PLC$59.8M0.03%17,122,563CommonSHARED
H42097107UBSUBS GROUP AG$59.7M0.03%1,951,232CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$59.2M0.03%113,879CommonSHARED
497266106KEXKIRBY CORP$58.6M0.03%554,190CommonSHARED
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$58.5M0.03%2,453,463CommonSHARED
465741106ITRIITRON INC$58.2M0.03%536,288CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$58.2M0.03%447,803CommonSHARED
185123106CWANCLEARWATER ANALYTICS HLDGS I$58.1M0.03%2,112,732CommonSHARED
98138H101WDAYWORKDAY INC$58.0M0.03%224,776CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$57.9M0.03%670,976CommonSHARED
199908104FIXCOMFORT SYS USA INC$57.0M0.03%134,397CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$56.9M0.03%170,710CommonSHARED
008492100ADCAGREE RLTY CORP$56.7M0.03%804,449CommonSHARED
65290E101NXTNEXTRACKER INC$56.5M0.03%1,545,143CommonSHARED
85472N109STNSTANTEC INC$56.2M0.03%709,106CommonSHARED
226718104CRTOCRITEO S A$55.9M0.03%1,413,620CommonSHARED
46435G672IAGGISHARES TR$55.8M0.03%1,118,708CommonSHARED
69553P100PDPAGERDUTY INC$55.8M0.03%3,056,795CommonSHARED
642045108AESIATLAS ENERGY SOLUTIONS INC$55.6M0.03%2,505,303CommonSHARED
553498106MSAMSA SAFETY INC$55.5M0.03%334,893CommonSHARED
116794108BRKRBRUKER CORP$55.3M0.03%943,236CommonSHARED
G3265R107APTVAPTIV PLC$55.3M0.03%913,795CommonSHARED
H5919C104ONONON HLDG AG$55.2M0.03%1,008,172CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$55.1M0.03%212,514CommonSHARED
69370C100PTCPTC INC$54.9M0.03%298,627CommonSHARED
101121101BXPBXP INC$54.7M0.03%734,403CommonSHARED
53815P108RAMPLIVERAMP HLDGS INC$54.6M0.03%1,798,198CommonSHARED
48282T104KAIKADANT INC$54.0M0.03%156,358CommonSHARED
443573100HUBSHUBSPOT INC$53.7M0.03%77,039CommonSHARED
713448108PEPPEPSICO INC$53.6M0.03%352,517CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$53.6M0.03%527,628CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$53.0M0.03%484,269CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$52.5M0.03%502,983CommonSHARED
H8088L103SRADSPORTRADAR GROUP AG$52.4M0.03%3,021,211CommonSHARED
32054K103FRFIRST INDL RLTY TR INC$52.1M0.03%1,039,955CommonSHARED
05969A105TBBKBANCORP INC DEL$51.8M0.03%983,898CommonSHARED
45768S105IOSPINNOSPEC INC$51.5M0.03%467,938CommonSHARED
03770N101APGEAPOGEE THERAPEUTICS INC$51.5M0.03%1,135,100CommonSHARED
464288281EMBISHARES TR$51.3M0.03%575,703CommonSHARED
361448103GATXGATX CORP$51.1M0.03%329,860CommonSHARED
95058W100WENWENDYS CO$51.1M0.03%3,133,832CommonSHARED
77313F106RCKTROCKET PHARMACEUTICALS INC$50.3M0.03%4,004,039CommonSHARED
070830104BBWIBATH & BODY WORKS INC$50.3M0.03%1,296,280CommonSHARED
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$50.1M0.03%446,031CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$49.4M0.03%210,080CommonSHARED
02005N100ALLYALLY FINL INC$49.3M0.03%1,368,654CommonSHARED
515098101LSTRLANDSTAR SYS INC$49.3M0.03%286,706CommonSHARED
78464A854SPYMSPDR SER TR$49.2M0.03%713,740CommonSHARED
360271100FULTFULTON FINL CORP PA$48.5M0.02%2,517,149CommonSHARED
87807B107TRPTC ENERGY CORP$48.3M0.02%1,037,808CommonSHARED
23282W605CYTKCYTOKINETICS INC$48.2M0.02%1,024,417CommonSHARED
26154D100DFHDREAM FINDERS HOMES INC$48.1M0.02%2,064,990CommonSHARED
928881101VNTVONTIER CORPORATION$47.6M0.02%1,305,094CommonSHARED
15135B101CNCCENTENE CORP DEL$47.6M0.02%785,360CommonSHARED
104674106BRCBRADY CORP$47.3M0.02%640,426CommonSHARED
554382101MACMACERICH CO$45.4M0.02%2,276,219CommonSHARED
26210V102DRVNDRIVEN BRANDS HLDGS INC$44.7M0.02%2,770,158CommonSHARED
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$44.7M0.02%1,736,777CommonSHARED
058498106BALLBALL CORP$44.6M0.02%808,162CommonSHARED
722304102PDDPDD HOLDINGS INC$44.2M0.02%455,266CommonSHARED
172967424CCITIGROUP INC$44.1M0.02%626,815CommonSHARED
29362U104ENTGENTEGRIS INC$43.8M0.02%442,065CommonSHARED
533900106LECOLINCOLN ELEC HLDGS INC$43.5M0.02%232,013CommonSHARED
670100205NVONOVO-NORDISK A S$42.7M0.02%496,088CommonSHARED
960413102WLKWESTLAKE CORPORATION$42.7M0.02%372,196CommonSHARED
156944100CGONCG ONCOLOGY INC$42.6M0.02%1,485,843CommonSHARED
031100100AMEAMETEK INC$42.2M0.02%234,059CommonSHARED
655663102NDSNNORDSON CORP$42.0M0.02%200,953CommonSHARED
12618T105CRAICRA INTL INC$41.7M0.02%222,570CommonSHARED
80105N105SNYSANOFI$41.6M0.02%862,520CommonSHARED
885160101THOTHOR INDS INC$41.5M0.02%433,768CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$41.1M0.02%1,513,470CommonSHARED
14179K101CRGXCARGO THERAPEUTICS INC$40.9M0.02%2,830,544CommonSHARED
94106B101WCNWASTE CONNECTIONS INC$40.9M0.02%238,081CommonSHARED
451051106IBTAIBOTTA INC$40.8M0.02%626,905CommonSHARED
252131107DXCMDEXCOM INC$40.6M0.02%521,812CommonSHARED
68268W103OMFONEMAIN HLDGS INC$40.5M0.02%776,649CommonSHARED
197236102COLBCOLUMBIA BKG SYS INC$40.4M0.02%1,496,646CommonSHARED
889478103TOLTOLL BROTHERS INC$40.3M0.02%320,329CommonSHARED
640491106NEOGNEOGEN CORP$40.1M0.02%3,303,645CommonSHARED
47215P106JDJD.COM INC$39.6M0.02%1,143,182CommonSHARED
902973304USBUS BANCORP DEL$39.6M0.02%828,111CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$39.6M0.02%67,597CommonSHARED
501889208LKQLKQ CORP$39.5M0.02%1,073,932CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$39.2M0.02%812,981CommonSHARED
05605H100BWXTBWX TECHNOLOGIES INC$39.1M0.02%350,624CommonSHARED
431284108HIWHIGHWOODS PPTYS INC$39.0M0.02%1,274,443CommonSHARED
N3167Y103RACEFERRARI N V$38.9M0.02%91,356CommonSHARED
G2717B108CUSHMAN WAKEFIELD PLC$38.9M0.02%2,971,490CommonSHARED
29109X106AZPN1USDASPEN TECHNOLOGY INC$38.9M0.02%155,678CommonSHARED
29250N105ENBENBRIDGE INC$38.7M0.02%912,164CommonSHARED
71385M107PRMPERIMETER SOLUTIONS INC$38.7M0.02%3,025,390CommonSHARED
422806208HEI/AHEICO CORP NEW$38.5M0.02%206,708CommonSHARED
03076K108ABCBAMERIS BANCORP$38.3M0.02%612,478CommonSHARED
504922105LHLABCORP HOLDINGS INC$38.1M0.02%166,211CommonSHARED
410867105THGHANOVER INS GROUP INC$37.8M0.02%244,610CommonSHARED
27627N105EBCEASTERN BANKSHARES INC$37.4M0.02%2,166,273CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$37.3M0.02%182,792CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$37.3M0.02%475,097CommonSHARED
053332102AZOAUTOZONE INC$37.2M0.02%11,631CommonSHARED
49427F108KRCKILROY RLTY CORP$36.9M0.02%911,471CommonSHARED
80706P103SRRKSCHOLAR ROCK HLDG CORP$36.7M0.02%849,178CommonSHARED
45257U108IMNMIMMUNOME INC$36.7M0.02%3,455,939CommonSHARED
29384C108TRDAENTRADA THERAPEUTICS INC$36.0M0.02%2,080,367CommonSHARED
125896100CMSCMS ENERGY CORP$36.0M0.02%539,887CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$36.0M0.02%566,415CommonSHARED
749607107RLIRLI CORP$35.9M0.02%217,886CommonSHARED
35473P678FLGBFRANKLIN TEMPLETON ETF TR$35.9M0.02%1,371,030CommonSHARED
87612E106TGTTARGET CORP$35.8M0.02%265,081CommonSHARED
00402L107ASOACADEMY SPORTS & OUTDOORS IN$35.7M0.02%619,797CommonSHARED
201723103CMCCOMMERCIAL METALS CO$35.6M0.02%717,880CommonSHARED
92538J106VERXVERTEX INC$35.6M0.02%666,436CommonSHARED
M7518J104ODDODDITY TECH LTD$35.5M0.02%846,281CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$35.4M0.02%299,285CommonSHARED
G3323L100FNFABRINET$35.3M0.02%160,518CommonSHARED
674215207CHRDCHORD ENERGY CORPORATION$35.3M0.02%301,852CommonSHARED
92047W101VVVVALVOLINE INC$35.3M0.02%974,630CommonSHARED
D18190898DBDEUTSCHE BANK A G$35.1M0.02%2,033,793CommonSHARED
737630103PCHPOTLATCHDELTIC CORPORATION$34.9M0.02%890,067CommonSHARED
624756102MLIMUELLER INDS INC$34.8M0.02%438,348CommonSHARED
427866108HSYHERSHEY CO$34.4M0.02%203,238CommonSHARED
126650100CVSCVS HEALTH CORP$34.4M0.02%765,186CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$34.3M0.02%425,217CommonSHARED
126402106CSWCSW INDUSTRIALS INC$34.3M0.02%97,237CommonSHARED
117043109BCBRUNSWICK CORP$34.3M0.02%530,251CommonSHARED
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$34.3M0.02%31,000,000CommonSHARED
00773J202SYRESPYRE THERAPEUTICS INC$33.9M0.02%1,456,740CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$33.6M0.02%702,085CommonSHARED
630402105NSSCNAPCO SEC TECHNOLOGIES INC$33.4M0.02%939,355CommonSHARED
08205P209BNTCBENITEC BIOPHARMA INC$33.3M0.02%2,616,427CommonSHARED
20030N101CMCSACOMCAST CORP NEW$33.3M0.02%886,117CommonSHARED
231021106CMICUMMINS INC$33.0M0.02%94,641CommonSHARED
077347300BELFBBEL FUSE INC$32.8M0.02%398,123CommonSHARED
553530106MSMMSC INDL DIRECT INC$32.7M0.02%438,393CommonSHARED
770323103RHIROBERT HALF INC.$32.7M0.02%464,479CommonSHARED
011311107ALGALAMO GROUP INC$32.6M0.02%175,508CommonSHARED
880770102TERTERADYNE INC$32.5M0.02%258,086CommonSHARED
149568107CVCOCAVCO INDS INC DEL$32.4M0.02%72,534CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$32.3M0.02%446,035CommonSHARED
907818108UNPUNION PAC CORP$32.3M0.02%141,398CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$32.2M0.02%560,982CommonSHARED
29355X107NPOENPRO INC$32.1M0.02%186,391CommonSHARED
03152W109AM6AMICUS THERAPEUTICS INC$32.0M0.02%3,395,058CommonSHARED
35969L108YMMFULL TRUCK ALLIANCE CO LTD$31.7M0.02%2,929,824CommonSHARED
949746101WMT2WELLS FARGO CO NEW$31.6M0.02%449,831CommonSHARED
016255101ALGNALIGN TECHNOLOGY INC$31.5M0.02%150,969CommonSHARED
718546104PSXPHILLIPS 66$31.4M0.02%275,569CommonSHARED
047726302BATRKATLANTA BRAVES HLDGS INC$30.9M0.02%808,300CommonSHARED
88339J105TTDTHE TRADE DESK INC$30.8M0.02%262,388CommonSHARED
30257X104FBKFB FINL CORP$30.8M0.02%598,372CommonSHARED
G8267P108SWSMURFIT WESTROCK PLC$30.5M0.02%565,204CommonSHARED
403949100DINOHF SINCLAIR CORP$30.4M0.02%867,063CommonSHARED
609027107MCRIMONARCH CASINO & RESORT INC$30.4M0.02%384,720CommonSHARED
26875P101EOGEOG RES INC$30.2M0.02%246,218CommonSHARED

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.