MondegarAI
AQR CAPITAL MANAGEMENT LLC

Q2 2025 · 13F-HR

AQR CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005295

$120.88B
Reported value
3,292
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · AQR CAPITAL MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

AQR CAPITAL MANAGEMENT LLC established a new position in NVDA valued at $3.07B. The fund also opened new stakes in MSFT for $2.27B and AAPL for $2.05B. Additional new positions include AMZN at $1.22B and AVGO at $1.06B.

Holdings as filed

First 500 of 3292

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.07B2.54%19,624,757CommonSOLE
594918104MSFTMICROSOFT CORP$2.27B1.88%4,563,843CommonSOLE
037833100AAPLAPPLE INC$2.05B1.69%10,199,877CommonSOLE
023135106AMZNAMAZON COM INC$1.22B1.01%5,566,656CommonSOLE
11135F101AVGOBROADCOM INC$1.06B0.88%3,877,709CommonSOLE
30303M102METAMETA PLATFORMS INC$1.04B0.86%1,406,937CommonSOLE
771049103RBLXROBLOX CORP$948.2M0.78%9,032,411CommonSOLE
92343E102VRSNVERISIGN INC$894.4M0.74%3,097,003CommonSOLE
040413205ANETARISTA NETWORKS INC$892.9M0.74%8,742,112CommonSOLE
833445109SNOWSNOWFLAKE INC$802.0M0.66%3,584,128CommonSOLE
369604301GEGE AEROSPACE$791.1M0.65%3,087,318CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$779.2M0.64%136,418CommonSOLE
478160104JNJJOHNSON & JOHNSON$728.7M0.60%4,795,489CommonSOLE
58933Y105MRKMERCK & CO INC$690.2M0.57%8,787,272CommonSOLE
37045V100GMGENERAL MTRS CO$664.5M0.55%13,503,858CommonSOLE
12572Q105CMECME GROUP INC$655.3M0.54%2,392,180CommonSOLE
00724F101ADBEADOBE INC$644.9M0.53%1,667,046CommonSOLE
25809K105DASHDOORDASH INC$643.1M0.53%2,633,971CommonSOLE
34959E109FTNTFORTINET INC$634.3M0.52%6,053,669CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$622.4M0.51%3,338,964CommonSOLE
58155Q103MCKMCKESSON CORP$620.8M0.51%855,699CommonSOLE
718172109PMPHILIP MORRIS INTL INC$612.7M0.51%3,379,196CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$596.5M0.49%602,948CommonSOLE
45337C102INCYINCYTE CORP$558.5M0.46%8,201,455CommonSOLE
02079K107GOOGALPHABET INC$551.4M0.46%3,108,391CommonSOLE
02079K305GOOGLALPHABET INC$542.2M0.45%3,076,499CommonSOLE
36828A101GEVGE VERNOVA INC$541.2M0.45%1,028,514CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$535.2M0.44%6,869,804CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$530.2M0.44%1,091,409CommonSOLE
922475108VEEVVEEVA SYS INC$526.5M0.44%1,838,046CommonSOLE
88160R101TSLATESLA INC$521.9M0.43%1,643,085CommonSOLE
281020107EIXEDISON INTL$510.6M0.42%9,962,902CommonSOLE
81762P102NOWSERVICENOW INC$502.0M0.42%489,345CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$492.2M0.41%2,917,669CommonSOLE
172967424CCITIGROUP INC$471.1M0.39%5,534,254CommonSOLE
H1467J104CBCHUBB LIMITED$456.5M0.38%1,598,583CommonSOLE
15135B101CNCCENTENE CORP DEL$442.6M0.37%8,298,682CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$439.1M0.36%2,343,000CommonSOLE
00206R102TAT&T INC$438.6M0.36%15,328,747CommonSOLE
92826C839VVISA INC$438.2M0.36%1,241,348CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$423.0M0.35%6,849,036CommonSOLE
199908104FIXCOMFORT SYS USA INC$419.0M0.35%782,435CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$400.1M0.33%863,839CommonSOLE
G3223R108EGEVEREST GROUP LTD$399.6M0.33%1,180,615CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$395.6M0.33%1,952,649CommonSOLE
931142103WMTWALMART INC$394.3M0.33%4,049,000CommonSOLE
049468101TEAMATLASSIAN CORPORATION$392.3M0.32%1,933,851CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$385.5M0.32%1,329,821CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$384.8M0.32%1,454,118CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$383.7M0.32%3,716,201CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$380.7M0.31%1,928,053CommonSOLE
55354G100MSCIMSCI INC$380.1M0.31%659,120CommonSOLE
55087P104LYFTLYFT INC$378.4M0.31%24,009,925CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$376.2M0.31%866,645CommonSOLE
125523100CITHE CIGNA GROUP$372.6M0.31%1,136,394CommonSOLE
98980G102ZSZSCALER INC$371.8M0.31%1,199,815CommonSOLE
64110L106NFLXNETFLIX INC$367.1M0.30%275,312CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$365.1M0.30%2,678,278CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$363.1M0.30%653,263CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$362.9M0.30%1,273,161CommonSOLE
67059N108NTNXNUTANIX INC$360.2M0.30%4,712,266CommonSOLE
009066101ABNBAIRBNB INC$356.3M0.29%2,692,599CommonSOLE
713448108PEPPEPSICO INC$351.2M0.29%2,680,691CommonSOLE
17275R102CSCOCISCO SYS INC$347.3M0.29%5,010,468CommonSOLE
458140100INTCINTEL CORP$346.2M0.29%15,498,219CommonSOLE
69331C108PCGPG&E CORP$344.0M0.28%24,677,094CommonSOLE
G87110105FTITECHNIPFMC PLC$342.3M0.28%9,938,410CommonSOLE
30161Q104EXELEXELIXIS INC$335.2M0.28%7,606,079CommonSOLE
29084Q100EMEEMCOR GROUP INC$327.7M0.27%622,019CommonSOLE
020002101ALLALLSTATE CORP$325.4M0.27%1,644,644CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$321.9M0.27%1,512,814CommonSOLE
780287108RGLDROYAL GOLD INC$319.1M0.26%1,820,435CommonSOLE
79466L302CRMSALESFORCE INC$317.7M0.26%1,165,101CommonSOLE
285512109EAELECTRONIC ARTS INC$316.6M0.26%2,004,017CommonSOLE
452327109ILMNILLUMINA INC$313.3M0.26%3,295,880CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$312.8M0.26%1,017,650CommonSOLE
876030107TPRTAPESTRY INC$311.4M0.26%3,546,969CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$306.6M0.25%7,147,665CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$306.4M0.25%5,580,573CommonSOLE
032095101APHAMPHENOL CORP NEW$302.4M0.25%3,093,952CommonSOLE
143130102KMXCARMAX INC$298.1M0.25%4,457,340CommonSOLE
889478103TOLTOLL BROTHERS INC$297.7M0.25%2,607,993CommonSOLE
052769106ADSKAUTODESK INC$297.5M0.25%967,469CommonSOLE
247361702DALDELTA AIR LINES INC DEL$295.7M0.24%6,012,856CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$295.6M0.24%598,474CommonSOLE
042735100ARWARROW ELECTRS INC$294.9M0.24%2,313,997CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$294.5M0.24%2,806,827CommonSOLE
632307104NTRANATERA INC$291.7M0.24%1,726,750CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$287.1M0.24%1,081,602CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$284.7M0.24%4,266,366CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$284.0M0.23%3,117,445CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$280.7M0.23%6,067,940CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$277.5M0.23%948,589CommonSOLE
902494103TSNTYSON FOODS INC$277.3M0.23%5,006,787CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$273.1M0.23%925,672CommonSOLE
375558103GILDGILEAD SCIENCES INC$272.2M0.23%2,470,838CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$272.0M0.23%6,079,239CommonSOLE
02209S103MOALTRIA GROUP INC$271.4M0.22%4,643,814CommonSOLE
88579Y101MMM3M CO$271.0M0.22%1,781,080CommonSOLE
532457108LLYELI LILLY & CO$269.6M0.22%346,975CommonSOLE
366651107ITGARTNER INC$266.9M0.22%660,186CommonSOLE
03076C106AMPAMERIPRISE FINL INC$265.3M0.22%497,873CommonSOLE
03073E105CORCENCORA INC$264.3M0.22%881,466CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$264.3M0.22%2,565,792CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$262.0M0.22%3,084,346CommonSOLE
228368106CCKCROWN HLDGS INC$260.8M0.22%2,533,612CommonSOLE
20030N101CMCSACOMCAST CORP NEW$260.5M0.22%7,349,550CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$258.5M0.21%1,799,843CommonSOLE
770323103RHIROBERT HALF INC.$254.6M0.21%6,201,209CommonSOLE
002824100ABTABBOTT LABS$251.9M0.21%1,863,869CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$251.7M0.21%1,069,464CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$251.6M0.21%5,883,733CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$251.3M0.21%1,956,728CommonSOLE
23804L103DDOGDATADOG INC$248.0M0.21%1,847,722CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$246.5M0.20%399,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$245.1M0.20%1,555,298CommonSOLE
H2906T109GRMNGARMIN LTD$243.5M0.20%1,166,407CommonSOLE
65249B109NWSANEWS CORP NEW$241.1M0.20%8,124,507CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$241.0M0.20%2,041,826CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$239.1M0.20%3,223,952CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$238.4M0.20%1,420,617CommonSOLE
872590104TMUST-MOBILE US INC$237.6M0.20%997,843CommonSOLE
315616102FFIVF5 INC$237.4M0.20%806,678CommonSOLE
29977A105EVREVERCORE INC$235.7M0.19%872,844CommonSOLE
086516101BBYBEST BUY INC$235.1M0.19%3,501,617CommonSOLE
461202103INTUINTUIT$234.1M0.19%298,385CommonSOLE
60937P106MDBMONGODB INC$233.4M0.19%1,111,647CommonSOLE
650111107NYTNEW YORK TIMES CO$233.3M0.19%4,187,888CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$231.7M0.19%2,549,953CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$231.4M0.19%2,300,081CommonSOLE
31428X106FDXFEDEX CORP$230.9M0.19%1,015,627CommonSOLE
751212101RLRALPH LAUREN CORP$226.5M0.19%825,653CommonSOLE
20602D101CNXCCONCENTRIX CORP$226.3M0.19%4,305,469CommonSOLE
912008109USFDUS FOODS HLDG CORP$224.2M0.19%2,910,755CommonSOLE
743315103PGRPROGRESSIVE CORP$224.0M0.19%844,410CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$223.7M0.19%1,433,712CommonSOLE
444859102HUMHUMANA INC$223.4M0.18%921,336CommonSOLE
90384S303ULTAULTA BEAUTY INC$222.8M0.18%477,504CommonSOLE
369550108GDGENERAL DYNAMICS CORP$222.3M0.18%762,168CommonSOLE
680223104ORIOLD REP INTL CORP$221.5M0.18%5,779,156CommonSOLE
29786A106ETSYETSY INC$221.2M0.18%4,420,126CommonSOLE
443201108HWMHOWMET AEROSPACE INC$221.1M0.18%1,193,761CommonSOLE
380237107GDDYGODADDY INC$219.1M0.18%1,217,025CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$218.4M0.18%1,500,675CommonSOLE
872540109TJXTJX COS INC NEW$217.7M0.18%1,762,508CommonSOLE
705573103PEGAPEGASYSTEMS INC$217.6M0.18%4,037,552CommonSOLE
883203101TXTTEXTRON INC$213.9M0.18%2,664,612CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$211.5M0.17%13,316,771CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$210.9M0.17%2,271,222CommonSOLE
733174700BPOPPOPULAR INC$209.1M0.17%1,897,419CommonSOLE
231021106CMICUMMINS INC$208.9M0.17%641,578CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$207.4M0.17%1,653,701CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$207.2M0.17%2,502,711CommonSOLE
922908769VTIVANGUARD INDEX FDS$203.4M0.17%669,343CommonSOLE
78468R663BILSPDR SERIES TRUST$202.7M0.17%2,209,801CommonSOLE
053332102AZOAUTOZONE INC$202.5M0.17%55,973CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$202.3M0.17%6,360,499CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$201.3M0.17%2,483,575CommonSOLE
88033G407THCTENET HEALTHCARE CORP$200.2M0.17%1,156,263CommonSOLE
038222105AMATAPPLIED MATLS INC$200.2M0.17%1,094,577CommonSOLE
172908105CTASCINTAS CORP$197.5M0.16%892,212CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$197.1M0.16%1,843,193CommonSOLE
16679L109CHWYCHEWY INC$196.3M0.16%4,631,343CommonSOLE
278865100ECLECOLAB INC$193.8M0.16%727,370CommonSOLE
688239201OSKOSHKOSH CORP$193.7M0.16%1,709,338CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$193.3M0.16%621,184CommonSOLE
456788108INFYINFOSYS LTD$192.5M0.16%10,393,369CommonSOLE
98978V103ZTSZOETIS INC$191.0M0.16%1,224,620CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$189.8M0.16%1,510,015CommonSOLE
231561101CWCURTISS WRIGHT CORP$189.5M0.16%388,493CommonSOLE
760759100RSGREPUBLIC SVCS INC$189.0M0.16%772,779CommonSOLE
254687106DISDISNEY WALT CO$186.0M0.15%1,504,640CommonSOLE
403949100DINOHF SINCLAIR CORP$183.5M0.15%4,467,063CommonSOLE
G491BT108IVZINVESCO LTD$182.5M0.15%11,612,559CommonSOLE
576323109MTZMASTEC INC$182.0M0.15%1,072,253CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$181.7M0.15%1,915,887CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$181.5M0.15%4,186,621CommonSOLE
770700102HOODROBINHOOD MKTS INC$181.0M0.15%2,041,133CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$178.8M0.15%252,584CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$177.2M0.15%1,475,525CommonSOLE
552848103MTGMGIC INVT CORP WIS$176.3M0.15%6,333,091CommonSOLE
72352L106PINSPINTEREST INC$175.9M0.15%4,907,963CommonSOLE
406216101HALHALLIBURTON CO$175.5M0.15%8,610,870CommonSOLE
235851102DHRDANAHER CORPORATION$175.2M0.14%886,874CommonSOLE
501044101KRKROGER CO$175.2M0.14%2,449,745CommonSOLE
742718109PGPROCTER AND GAMBLE CO$174.7M0.14%1,097,747CommonSOLE
37959E102GLGLOBE LIFE INC$174.3M0.14%1,402,690CommonSOLE
G25508105CRHCRH PLC$173.9M0.14%1,897,614CommonSOLE
75513E101RTXRTX CORPORATION$173.6M0.14%1,188,949CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$173.2M0.14%227,740CommonSOLE
G5960L103MDTMEDTRONIC PLC$172.5M0.14%1,978,526CommonSOLE
044186104ASHASHLAND INC$172.3M0.14%3,454,646CommonSOLE
747525103QCOMQUALCOMM INC$171.6M0.14%1,085,398CommonSOLE
09062X103BIIBBIOGEN INC$171.4M0.14%1,364,805CommonSOLE
26603R106DUOLDUOLINGO INC$170.2M0.14%415,221CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$169.9M0.14%3,776,178CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$168.5M0.14%1,374,078CommonSOLE
46982L108JJACOBS SOLUTIONS INC$168.2M0.14%1,288,843CommonSOLE
695156109PKGPACKAGING CORP AMER$167.4M0.14%888,362CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$167.4M0.14%2,383,162CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$167.2M0.14%758,462CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$167.0M0.14%578,491CommonSOLE
891092108TTCTORO CO$165.3M0.14%2,357,201CommonSOLE
418056107HASHASBRO INC$164.8M0.14%2,259,812CommonSOLE
26875P101EOGEOG RES INC$164.2M0.14%1,372,400CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$163.9M0.14%1,978,142CommonSOLE
98138H101WDAYWORKDAY INC$162.0M0.13%675,148CommonSOLE
922908363VOOVANGUARD INDEX FDS$161.6M0.13%284,575CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$161.6M0.13%2,883,135CommonSOLE
443573100HUBSHUBSPOT INC$160.8M0.13%288,859CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$160.8M0.13%4,528,734CommonSOLE
060505104BACBANK AMERICA CORP$160.3M0.13%3,387,840CommonSOLE
437076102HDHOME DEPOT INC$158.6M0.13%432,457CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$158.4M0.13%799,675CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$158.3M0.13%3,059,102CommonSOLE
95058W100WENWENDYS CO$158.1M0.13%13,843,438CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$157.5M0.13%722,529CommonSOLE
126650100CVSCVS HEALTH CORP$156.3M0.13%2,278,807CommonSOLE
204166102CVLTCOMMVAULT SYS INC$155.7M0.13%893,385CommonSOLE
34354P105FLSFLOWSERVE CORP$153.9M0.13%2,939,892CommonSOLE
30231G102XOMEXXON MOBIL CORP$153.5M0.13%1,423,791CommonSOLE
N14506104ESTCELASTIC N V$153.1M0.13%1,832,215CommonSOLE
929160109VMCVULCAN MATLS CO$147.9M0.12%566,909CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$147.7M0.12%1,652,542CommonSOLE
16411R208LNGCHENIERE ENERGY INC$147.6M0.12%610,923CommonSOLE
G0250X107AMCRAMCOR PLC$147.2M0.12%16,015,722CommonSOLE
929740108WABWABTEC$145.9M0.12%697,149CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$145.8M0.12%287,484CommonSOLE
90364P105PATHUIPATH INC$145.7M0.12%11,407,569CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$145.6M0.12%2,033,247CommonSOLE
974155103WINGWINGSTOP INC$145.5M0.12%432,002CommonSOLE
260003108DOVDOVER CORP$144.6M0.12%789,409CommonSOLE
G0176J109ALLEALLEGION PLC$144.3M0.12%1,002,302CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$144.2M0.12%810,469CommonSOLE
74758T303QLYSQUALYS INC$144.1M0.12%1,012,100CommonSOLE
512807306LRCXLAM RESEARCH CORP$144.1M0.12%1,484,481CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$143.7M0.12%3,700,170CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$143.6M0.12%1,303,894CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$143.2M0.12%1,418,174CommonSOLE
651639106NEMNEWMONT CORP$143.1M0.12%2,504,253CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$142.7M0.12%2,560,272CommonSOLE
233331107DTEDTE ENERGY CO$142.1M0.12%1,079,051CommonSOLE
364760108GAPGAP INC$141.3M0.12%6,477,420CommonSOLE
172062101CINFCINCINNATI FINL CORP$141.1M0.12%959,613CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$140.8M0.12%461,690CommonSOLE
91529Y106UNMUNUM GROUP$139.8M0.12%1,731,605CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$139.2M0.12%1,089,383CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$138.4M0.11%2,682,604CommonSOLE
23331A109DHID R HORTON INC$137.9M0.11%1,073,583CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$137.3M0.11%1,593,645CommonSOLE
116794108BRKRBRUKER CORP$137.1M0.11%3,326,820CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$136.7M0.11%8,156,558CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$136.5M0.11%442,656CommonSOLE
89832Q109TFCTRUIST FINL CORP$136.1M0.11%3,165,033CommonSOLE
00090Q103ADTADT INC DEL$135.7M0.11%16,097,474CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$134.9M0.11%1,250,924CommonSOLE
91913Y100VLOVALERO ENERGY CORP$134.1M0.11%997,719CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$133.6M0.11%1,492,113CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$132.6M0.11%1,308,267CommonSOLE
690742101OCOWENS CORNING NEW$132.1M0.11%960,604CommonSOLE
314211103FHIFEDERATED HERMES INC$132.0M0.11%2,978,885CommonSOLE
191098102COKECOCA COLA CONS INC$131.9M0.11%1,185,937CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$131.9M0.11%468,503CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$131.8M0.11%6,444,345CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$131.5M0.11%568,771CommonSOLE
084423102WRBBERKLEY W R CORP$131.3M0.11%1,787,573CommonSOLE
191216100KOCOCA COLA CO$129.7M0.11%1,845,126CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$129.5M0.11%308,148CommonSOLE
59156R108METMETLIFE INC$129.4M0.11%1,610,057CommonSOLE
902973304USBUS BANCORP DEL$129.2M0.11%2,855,350CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$128.9M0.11%1,736,260CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$128.2M0.11%1,610,361CommonSOLE
488401100KMPRKEMPER CORP$127.8M0.11%1,985,139CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$126.7M0.10%515,042CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$126.5M0.10%1,082,384CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$126.3M0.10%3,464,943CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$125.8M0.10%2,651,445CommonSOLE
05329W102ANAUTONATION INC$125.4M0.10%631,744CommonSOLE
070830104BBWIBATH & BODY WORKS INC$125.3M0.10%4,203,326CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$125.1M0.10%546,048CommonSOLE
256746108DLTRDOLLAR TREE INC$125.0M0.10%1,275,363CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$123.7M0.10%596,617CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$122.5M0.10%1,791,511CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$121.6M0.10%1,534,446CommonSOLE
860630102SFSTIFEL FINL CORP$121.6M0.10%1,171,472CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$121.3M0.10%1,185,058CommonSOLE
969457100WMBWILLIAMS COS INC$119.4M0.10%1,900,976CommonSOLE
20825C104COPCONOCOPHILLIPS$119.2M0.10%1,329,069CommonSOLE
45168D104IDXXIDEXX LABS INC$118.7M0.10%223,319CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$118.6M0.10%1,300,593CommonSOLE
031100100AMEAMETEK INC$118.3M0.10%656,112CommonSOLE
464287200IVVISHARES TR$117.8M0.10%189,675CommonSOLE
482480100KLACKLA CORP$117.6M0.10%132,118CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$117.3M0.10%5,191,440CommonSOLE
679295105OKTAOKTA INC$117.1M0.10%1,175,676CommonSOLE
92338C103VLTOVERALTO CORP$117.0M0.10%1,159,433CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$117.0M0.10%481,727CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$117.0M0.10%2,252,327CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$117.0M0.10%681,741CommonSOLE
013091103ACIALBERTSONS COS INC$116.9M0.10%5,470,394CommonSOLE
42226A107HQYHEALTHEQUITY INC$116.0M0.10%1,107,448CommonSOLE
30161N101EXCEXELON CORP$116.0M0.10%2,687,094CommonSOLE
466313103JBLJABIL INC$115.9M0.10%531,530CommonSOLE
075887109BDXBECTON DICKINSON & CO$114.9M0.10%672,218CommonSOLE
64110D104NTAPNETAPP INC$114.2M0.09%1,077,383CommonSOLE
099724106BWABORGWARNER INC$114.2M0.09%3,422,874CommonSOLE
577081102MATMATTEL INC$113.9M0.09%5,785,464CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$113.6M0.09%2,619,066CommonNONE
68389X105ORCLORACLE CORP$113.5M0.09%519,235CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$113.2M0.09%2,404,931CommonSOLE
38526M106LOPEGRAND CANYON ED INC$112.9M0.09%597,567CommonSOLE
126117100CNACNA FINL CORP$112.8M0.09%2,435,892CommonSOLE
29444U700EQIXEQUINIX INC$112.7M0.09%144,136CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$112.6M0.09%1,150,451CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$111.2M0.09%510,879CommonSOLE
74624M102PPURE STORAGE INC$110.5M0.09%1,938,125CommonSOLE
172755100CRUSCIRRUS LOGIC INC$110.0M0.09%1,055,401CommonSOLE
00287Y109ABBVABBVIE INC$109.7M0.09%597,992CommonSOLE
025816109AXPAMERICAN EXPRESS CO$108.4M0.09%339,902CommonSOLE
778296103ROSTROSS STORES INC$107.8M0.09%844,705CommonSOLE
302491303FMCFMC CORP$107.0M0.09%2,562,521CommonSOLE
907818108UNPUNION PAC CORP$106.4M0.09%462,297CommonSOLE
G7S00T104PNRPENTAIR PLC$105.7M0.09%1,029,966CommonSOLE
817565104SCISERVICE CORP INTL$105.7M0.09%1,300,726CommonSOLE
303250104FICOFAIR ISAAC CORP$105.6M0.09%57,912CommonSOLE
717081103PFEPFIZER INC$104.2M0.09%4,302,731CommonSOLE
896239100TRMBTRIMBLE INC$104.2M0.09%1,372,779CommonSOLE
G29183103ETNEATON CORP PLC$103.6M0.09%291,280CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$103.5M0.09%5,976,414CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$103.2M0.09%10,197,526CommonSOLE
98389B100XELXCEL ENERGY INC$101.7M0.08%1,509,643CommonSOLE
G8473T100STESTERIS PLC$101.7M0.08%424,647CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$101.5M0.08%1,117,741CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$100.9M0.08%339,986CommonSOLE
219350105GLWCORNING INC$100.8M0.08%1,922,585CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$100.7M0.08%532,145CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$99.4M0.08%2,248,258CommonSOLE
171779309CIENCIENA CORP$99.3M0.08%1,220,927CommonSOLE
G02602103DOXAMDOCS LTD$99.2M0.08%1,087,468CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$98.5M0.08%796,651CommonSOLE
16359R103CHECHEMED CORP NEW$97.9M0.08%201,041CommonSOLE
036752103ELVELEVANCE HEALTH INC$97.1M0.08%253,318CommonSOLE
166764100CVXCHEVRON CORP NEW$96.3M0.08%672,745CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$96.0M0.08%2,792,225CommonSOLE
447011107HUNHUNTSMAN CORP$96.0M0.08%9,290,409CommonSOLE
278642103EBAYEBAY INC.$95.8M0.08%1,295,823CommonSOLE
526107107LIILENNOX INTL INC$95.4M0.08%168,130CommonSOLE
G87052109TELTE CONNECTIVITY PLC$95.1M0.08%567,444CommonSOLE
032654105ADIANALOG DEVICES INC$94.8M0.08%400,782CommonSOLE
608190104MHKMOHAWK INDS INC$94.6M0.08%907,734CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$93.9M0.08%572,836CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$93.8M0.08%543,612CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$93.5M0.08%430,405CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$93.4M0.08%2,310,704CommonSOLE
30034W106EVRGEVERGY INC$93.3M0.08%1,367,690CommonSOLE
410867105THGHANOVER INS GROUP INC$93.2M0.08%553,815CommonSOLE
30063P105EXKEXACT SCIENCES CORP$93.2M0.08%1,753,283CommonSOLE
209115104EDCONSOLIDATED EDISON INC$93.0M0.08%931,259CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$92.6M0.08%1,607,363CommonSOLE
609207105MDLZMONDELEZ INTL INC$92.4M0.08%1,375,970CommonSOLE
617700109MORNMORNINGSTAR INC$92.3M0.08%293,969CommonSOLE
G5509L101LIVNLIVANOVA PLC$92.2M0.08%2,049,820CommonSOLE
G3198U102ESNTESSENT GROUP LTD$92.2M0.08%1,517,859CommonSOLE
04621X108AIZASSURANT INC$92.1M0.08%466,625CommonSOLE
25746U109DDOMINION ENERGY INC$91.9M0.08%1,646,024CommonSOLE
959802109WUWESTERN UN CO$91.6M0.08%10,876,503CommonSOLE
631103108NDAQNASDAQ INC$91.3M0.08%1,020,770CommonSOLE
40434L105HPQHP INC$90.9M0.08%3,714,543CommonSOLE
722304102PDDPDD HOLDINGS INC$90.5M0.07%880,417CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$90.0M0.07%873,105CommonSOLE
18915M107NETCLOUDFLARE INC$90.0M0.07%461,051CommonSOLE
125269100CFCF INDS HLDGS INC$89.9M0.07%989,641CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$89.3M0.07%1,855,214CommonSOLE
189054109CLXCLOROX CO DEL$89.2M0.07%748,318CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$89.0M0.07%1,051,086CommonSOLE
56585A102MPCMARATHON PETE CORP$88.8M0.07%534,543CommonSOLE
26884U109EPREPR PPTYS$88.7M0.07%1,544,905CommonSOLE
92276F100VTRVENTAS INC$88.7M0.07%1,424,233CommonSOLE
95082P105WCCWESCO INTL INC$88.6M0.07%478,597CommonSOLE
093671105HRBBLOCK H & R INC$88.5M0.07%1,617,221CommonSOLE
053807103AVTAVNET INC$88.3M0.07%1,680,538CommonSOLE
384637104GHCGRAHAM HLDGS CO$88.2M0.07%93,253CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$88.2M0.07%543,009CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$87.8M0.07%2,671,783CommonSOLE
595112103MUMICRON TECHNOLOGY INC$87.3M0.07%708,487CommonSOLE
45073V108ITTITT INC$87.0M0.07%554,837CommonSOLE
857477103STTSTATE STR CORP$87.0M0.07%818,034CommonSOLE
58733R102MELIMERCADOLIBRE INC$86.9M0.07%33,690CommonSOLE
88076W103TDCTERADATA CORP DEL$86.9M0.07%3,913,277CommonSOLE
90353W103UIUBIQUITI INC$86.1M0.07%210,177CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$85.7M0.07%158,410CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$85.5M0.07%896,006CommonSOLE
947890109WBSWEBSTER FINL CORP$85.5M0.07%1,565,623CommonSOLE
94106L109WMWASTE MGMT INC DEL$85.3M0.07%373,605CommonSOLE
12504L109CBRECBRE GROUP INC$85.0M0.07%610,518CommonSOLE
70975L107PENPENUMBRA INC$84.9M0.07%330,990CommonSOLE
G54950103LINLINDE PLC$84.8M0.07%182,237CommonSOLE
670346105NUENUCOR CORP$84.7M0.07%653,845CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$84.3M0.07%794,770CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$83.9M0.07%510,607CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$83.9M0.07%385,663CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$82.9M0.07%540,592CommonSOLE
40412C101HCAHCA HEALTHCARE INC$82.7M0.07%217,733CommonSOLE
78409V104SPGIS&P GLOBAL INC$82.5M0.07%158,399CommonSOLE
949746101WMT2WELLS FARGO CO NEW$81.7M0.07%1,020,317CommonSOLE
880770102TERTERADYNE INC$81.6M0.07%907,024CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$81.4M0.07%449,935CommonSOLE
980745103WWDWOODWARD INC$80.5M0.07%328,395CommonSOLE
858119100STLDSTEEL DYNAMICS INC$80.3M0.07%627,542CommonSOLE
75734B100RDDTREDDIT INC$80.1M0.07%531,663CommonSOLE
94419L101WWAYFAIR INC$79.7M0.07%1,557,937CommonSOLE
550021109LULULULULEMON ATHLETICA INC$79.6M0.07%337,945CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$79.4M0.07%788,006CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$79.2M0.07%7,744,912CommonSOLE
G39108108GTESGATES INDL CORP PLC$78.7M0.07%3,419,894CommonSOLE
46090E103QQQINVESCO QQQ TR$78.6M0.06%142,424CommonSOLE
958102105WDCWESTERN DIGITAL CORP$78.3M0.06%1,232,071CommonSOLE
384802104GWWGRAINGER W W INC$78.3M0.06%76,206CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$77.9M0.06%1,273,418CommonSOLE
693718108PCARPACCAR INC$77.6M0.06%819,781CommonSOLE
26884L109EQTEQT CORP$77.3M0.06%1,326,229CommonSOLE
146229109CRICARTERS INC$77.3M0.06%2,564,457CommonSOLE
81730H109SSENTINELONE INC$77.3M0.06%4,268,733CommonSOLE
526057104LENLENNAR CORP$77.0M0.06%699,605CommonSOLE
665859104NTRSNORTHERN TR CORP$76.8M0.06%610,097CommonSOLE
03831W108APPAPPLOVIN CORP$76.7M0.06%219,052CommonSOLE
637417106NNNNNN REIT INC$76.6M0.06%1,794,362CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$76.1M0.06%135,083CommonSOLE
00508Y102AYIACUITY INC$75.9M0.06%254,462CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$75.9M0.06%970,207CommonSOLE
70202L102PSNPARSONS CORP DEL$75.2M0.06%1,061,614CommonSOLE
775711104ROLROLLINS INC$75.2M0.06%1,342,338CommonSOLE
736508847PORPORTLAND GEN ELEC CO$75.0M0.06%1,862,391CommonSOLE
031162100AMGNAMGEN INC$75.0M0.06%269,260CommonSOLE
74164M108PRIPRIMERICA INC$74.8M0.06%277,021CommonSOLE
783549108RRYDER SYS INC$74.7M0.06%469,676CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$74.5M0.06%3,558,040CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$74.3M0.06%1,713,498CommonSOLE
143658300CCL1EURCARNIVAL CORP$74.2M0.06%2,685,861CommonSOLE
058498106BALLBALL CORP$73.7M0.06%1,314,786CommonSOLE
580135101MCDMCDONALDS CORP$73.7M0.06%252,369CommonSOLE
693506107PPGPPG INDS INC$73.6M0.06%647,886CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$73.2M0.06%716,029CommonSOLE
624756102MLIMUELLER INDS INC$73.0M0.06%918,802CommonSOLE
941848103WATWATERS CORP$73.0M0.06%209,043CommonSOLE
343412102FLRFLUOR CORP NEW$72.7M0.06%1,417,782CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$72.2M0.06%1,257,151CommonSOLE
011659109ALKALASKA AIR GROUP INC$71.8M0.06%1,456,129CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$71.1M0.06%734,225CommonSOLE
497266106KEXKIRBY CORP$71.0M0.06%626,198CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$70.7M0.06%917,268CommonSOLE
731068102PIIPOLARIS INC$70.7M0.06%1,752,801CommonSOLE
830566105SKAASKECHERS U S A INC$70.5M0.06%1,116,964CommonSOLE
577933104MMSMAXIMUS INC$70.5M0.06%1,007,156CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$69.9M0.06%382,992CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$68.9M0.06%483,642CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$68.9M0.06%2,319,863CommonSOLE
049560105ATOATMOS ENERGY CORP$68.3M0.06%446,754CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$68.3M0.06%277,669CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$68.2M0.06%1,216,281CommonSOLE
337738108FISVFISERV INC$68.0M0.06%394,555CommonSOLE
127190304CACICACI INTL INC$67.5M0.06%144,757CommonSOLE
G98239109XPXP INC$67.4M0.06%3,336,183CommonSOLE
833034101SNASNAP ON INC$67.3M0.06%217,143CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$67.1M0.06%978,577CommonSOLE
457187102INGRINGREDION INC$66.5M0.05%490,055CommonSOLE
95040Q104WELLWELLTOWER INC$66.3M0.05%436,550CommonSOLE
G3265R107APTVAPTIV PLC$66.0M0.05%967,800CommonSOLE
384747101GRALGRAIL INC$66.0M0.05%1,330,614CommonSOLE
127055101CBTCABOT CORP$65.1M0.05%867,946CommonSOLE
500754106KHCKRAFT HEINZ CO$64.6M0.05%2,530,336CommonSOLE
26210C104DBXDROPBOX INC$64.3M0.05%2,266,786CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$63.9M0.05%1,044,792CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$63.5M0.05%264,082CommonSOLE
919794107VLYVALLEY NATL BANCORP$63.3M0.05%7,084,999CommonSOLE
384109104GGGGRACO INC$63.2M0.05%735,146CommonSOLE
90138F102TWLOTWILIO INC$63.0M0.05%506,712CommonSOLE
038336103ATRAPTARGROUP INC$62.8M0.05%405,066CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$62.4M0.05%205,197CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$62.2M0.05%141,536CommonSOLE
576485205MTDRMATADOR RES CO$62.2M0.05%1,302,587CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$62.1M0.05%1,736,275CommonSOLE
07831C103BRBRBELLRING BRANDS INC$61.4M0.05%1,059,148CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$61.3M0.05%188,249CommonSOLE
35137L105FOXAFOX CORP$61.0M0.05%1,088,287CommonSOLE
77543R102ROKUROKU INC$60.5M0.05%688,718CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$60.2M0.05%3,933,973CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$59.8M0.05%174,142CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$59.7M0.05%114,742CommonSOLE
217204106CPRTCOPART INC$59.1M0.05%1,227,328CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$59.0M0.05%2,784,071CommonSOLE
83444M101SOLVSOLVENTUM CORP$58.8M0.05%780,565CommonSOLE
358039105FRPTFRESHPET INC$58.4M0.05%859,981CommonSOLE
03674X106ARANTERO RESOURCES CORP$58.2M0.05%1,443,708CommonSOLE
928254101VIRTVIRTU FINL INC$58.0M0.05%1,299,691CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$58.0M0.05%54,873CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$56.9M0.05%181,732CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$56.8M0.05%408,166CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$56.7M0.05%761,674CommonSOLE
192422103CGNXCOGNEX CORP$56.7M0.05%1,794,649CommonSOLE

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.