MondegarAI
NATIXIS

Q4 2024 · 13F-HR

NATIXISholdings as filed

Filed 2025-02-13 · accession 0001104659-25-012939

$16.37B
Reported value
1,029
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1029

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.62B9.88%12,043,658CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.08B6.61%8,062,000PUTSOLE
594918104MSFTMICROSOFT CORP$650.2M3.97%1,542,618CommonSOLE
037833100AAPLAPPLE INC$635.3M3.88%2,536,982CommonSOLE
30303M102METAMETA PLATFORMS INC$484.5M2.96%827,526CommonSOLE
023135106AMZNAMAZON COM INC$414.0M2.53%1,887,006CommonSOLE
88160R101TSLATESLA INC$408.1M2.49%1,010,658CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$392.2M2.40%669,212CommonSOLE
11135F101AVGOBROADCOM INC$330.1M2.02%1,423,746CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$309.6M1.89%2,350,000CommonSOLE
29273V100ETENERGY TRANSFER L P$286.4M1.75%14,619,124CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$251.0M1.53%1,011,016CommonSOLE
64110L106NFLXNETFLIX INC$227.5M1.39%255,280CommonSOLE
79466L302CRMSALESFORCE INC$178.9M1.09%535,006CommonSOLE
02079K305GOOGLALPHABET INC$174.4M1.07%921,417CommonSOLE
88160R101TSLATESLA INC$171.6M1.05%425,000PUTSOLE
81762P102NOWSERVICENOW INC$165.3M1.01%155,892CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$161.6M0.99%650,800PUTSOLE
46090E103QQQINVESCO QQQ TR$160.3M0.98%313,489CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$143.5M0.88%598,605CommonSOLE
512807306LRCXLAM RESEARCH CORP$140.9M0.86%1,951,306CommonSOLE
717081103PFEPFIZER INC$140.0M0.86%5,276,396CommonSOLE
17275R102CSCOCISCO SYS INC$137.8M0.84%2,326,950CommonSOLE
595112103MUMICRON TECHNOLOGY INC$125.1M0.76%1,485,921CommonSOLE
532457108LLYELI LILLY & CO$106.5M0.65%137,975CommonSOLE
713448108PEPPEPSICO INC$99.0M0.60%650,938CommonSOLE
98980G102ZSZSCALER INC$87.8M0.54%486,533CommonSOLE
458140100INTCINTEL CORP$85.2M0.52%4,249,340CommonSOLE
191216100KOCOCA COLA CO$84.4M0.52%1,356,125CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$84.1M0.51%1,000,000CommonSOLE
038222105AMATAPPLIED MATLS INC$83.5M0.51%513,567CommonSOLE
949746101WMT2WELLS FARGO CO NEW$80.1M0.49%1,140,934CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$77.4M0.47%700,643CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$76.9M0.47%152,096CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$70.4M0.43%1,244,856CommonSOLE
594972408MSTRMICROSTRATEGY INC$70.3M0.43%242,649CommonSOLE
29444U700EQIXEQUINIX INC$69.0M0.42%73,200CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$68.1M0.42%900,000CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$67.5M0.41%13,590CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$66.0M0.40%267,029CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$64.9M0.40%91,044CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$64.6M0.39%700,548CommonSOLE
78464A888XHBSPDR SER TR$62.8M0.38%600,547CommonSOLE
74340W103PLDPROLOGIS INC.$62.3M0.38%589,347CommonSOLE
125523100CITHE CIGNA GROUP$59.5M0.36%215,315CommonSOLE
02079K107GOOGALPHABET INC$59.2M0.36%310,781CommonSOLE
718172109PMPHILIP MORRIS INTL INC$58.6M0.36%487,094CommonSOLE
594972408MSTRMICROSTRATEGY INC$57.9M0.35%200,000PUTSOLE
742718109PGPROCTER AND GAMBLE CO$57.8M0.35%344,796CommonSOLE
983793100XPOXPO INC$57.8M0.35%440,686CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$56.4M0.34%302,614CommonSOLE
571903202MARMARRIOTT INTL INC NEW$53.4M0.33%191,487CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$52.3M0.32%115,462CommonSOLE
256746108DLTRDOLLAR TREE INC$52.2M0.32%696,915CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$50.5M0.31%417,856CommonSOLE
22822V101CCICROWN CASTLE INC$50.0M0.31%551,175CommonSOLE
882508104TXNTEXAS INSTRS INC$49.7M0.30%264,825CommonSOLE
036752103ELVELEVANCE HEALTH INC$49.3M0.30%133,705CommonSOLE
060505104BACBANK AMERICA CORP$49.2M0.30%1,119,871CommonSOLE
806407102HSICHENRY SCHEIN INC$48.1M0.29%695,250CommonSOLE
231021106CMICUMMINS INC$47.7M0.29%136,934CommonSOLE
880770102TERTERADYNE INC$47.3M0.29%375,508CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$47.3M0.29%529,014CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$46.7M0.29%606,879CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$46.6M0.28%773,000CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$46.3M0.28%2,707,900CommonSOLE
68389X105ORCLORACLE CORP$45.9M0.28%275,496CommonSOLE
78464A755XMESPDR SER TR$45.6M0.28%802,788CommonSOLE
580135101MCDMCDONALDS CORP$45.3M0.28%156,179CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$45.1M0.28%201,226CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$44.9M0.27%227,351CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$44.4M0.27%130,646CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$44.1M0.27%150,589CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$43.2M0.26%550,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$40.8M0.25%230,209CommonSOLE
65339F101NEENEXTERA ENERGY INC$38.8M0.24%541,027CommonSOLE
40412C101HCAHCA HEALTHCARE INC$38.6M0.24%128,586CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$38.3M0.23%127,480CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$38.1M0.23%65,000CALLSOLE
654106103NKENIKE INC$38.1M0.23%503,015CommonSOLE
097023105BABOEING CO$37.8M0.23%213,543CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$37.4M0.23%109,000PUTSOLE
620076307MSIMOTOROLA SOLUTIONS INC$36.2M0.22%78,212CommonSOLE
56585A102MPCMARATHON PETE CORP$36.1M0.22%259,065CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$35.8M0.22%60,475CommonSOLE
00724F101ADBEADOBE INC$35.6M0.22%79,972CommonSOLE
58933Y105MRKMERCK & CO INC$34.8M0.21%349,625CommonSOLE
002824100ABTABBOTT LABS$33.9M0.21%299,275CommonSOLE
743315103PGRPROGRESSIVE CORP$33.8M0.21%141,042CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$33.8M0.21%518,700CommonSOLE
518439104ELLAUDER ESTEE COS INC$33.5M0.20%446,123CommonSOLE
55354G100MSCIMSCI INC$33.1M0.20%55,184CommonSOLE
526107107LIILENNOX INTL INC$32.8M0.20%53,880CommonSOLE
83304A106SNAPSNAP INC$31.3M0.19%2,909,997CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$30.7M0.19%178,334CommonSOLE
482480100KLACKLA CORP$30.7M0.19%48,643CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$29.9M0.18%25,210CommonSOLE
615369105MCOMOODYS CORP$29.3M0.18%61,807CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$28.2M0.17%126,064CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$27.8M0.17%870,627CommonSOLE
95040Q104WELLWELLTOWER INC$27.7M0.17%219,528CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$27.3M0.17%148,581CommonSOLE
437076102HDHOME DEPOT INC$26.8M0.16%68,842CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$26.4M0.16%50,557CommonSOLE
235851102DHRDANAHER CORPORATION$25.9M0.16%112,880CommonSOLE
02209S103MOALTRIA GROUP INC$25.8M0.16%493,224CommonSOLE
747525103QCOMQUALCOMM INC$25.6M0.16%166,805CommonSOLE
931142103WMTWALMART INC$25.5M0.16%282,239CommonSOLE
37940X102GPNGLOBAL PMTS INC$25.2M0.15%224,633CommonSOLE
375558103GILDGILEAD SCIENCES INC$25.0M0.15%270,194CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$24.8M0.15%432,879CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$24.5M0.15%660,700CommonSOLE
969457100WMBWILLIAMS COS INC$24.0M0.15%443,555CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.9M0.15%165,510CommonSOLE
418100103HCP2EURHASHICORP INC$23.3M0.14%682,291CommonSOLE
90290N109USACUSA COMPRESSION PARTNERS LP$22.5M0.14%956,300CommonSOLE
25809K105DASHDOORDASH INC$22.5M0.14%134,056CommonSOLE
30034W106EVRGEVERGY INC$22.4M0.14%363,652CommonSOLE
303250104FICOFAIR ISAAC CORP$22.3M0.14%11,179CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.7M0.13%98,847CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$21.6M0.13%1,477,700CommonSOLE
461202103INTUINTUIT$21.5M0.13%34,230CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$20.9M0.13%522,941CommonSOLE
58155Q103MCKMCKESSON CORP$20.8M0.13%36,428CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$20.6M0.13%165,850CommonSOLE
20825C104COPCONOCOPHILLIPS$20.5M0.13%206,938CommonSOLE
00206R102TAT&T INC$20.5M0.13%899,946CommonSOLE
172908105CTASCINTAS CORP$20.4M0.12%111,824CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$20.1M0.12%116,230CommonSOLE
59156R108METMETLIFE INC$19.7M0.12%241,182CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$19.7M0.12%260,388CommonSOLE
651639106NEMNEWMONT CORP$19.7M0.12%528,071CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.3M0.12%33,664CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19.3M0.12%513,341CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$18.8M0.11%551,815CommonSOLE
67066G104NVDANVIDIA CORPORATION$18.8M0.11%140,000CALLSOLE
98138H101WDAYWORKDAY INC$18.8M0.11%72,807CommonSOLE
907818108UNPUNION PAC CORP$18.7M0.11%81,882CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$18.7M0.11%256,299CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$18.5M0.11%106,750CommonSOLE
090043100BILLBILL HOLDINGS INC$18.5M0.11%217,878CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$18.2M0.11%246,211CommonSOLE
05464C101AXONAXON ENTERPRISE INC$18.1M0.11%30,428CommonSOLE
92276F100VTRVENTAS INC$18.1M0.11%306,727CommonSOLE
256677105DGDOLLAR GEN CORP NEW$17.9M0.11%235,660CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$17.8M0.11%34,290CommonSOLE
254687106DISDISNEY WALT CO$17.8M0.11%160,068CommonSOLE
12572Q105CMECME GROUP INC$17.6M0.11%75,668CommonSOLE
199908104FIXCOMFORT SYS USA INC$17.5M0.11%41,371CommonSOLE
42809H107HESHESS CORP$17.5M0.11%131,582CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$17.4M0.11%33,084CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$17.3M0.11%190,167CommonSOLE
075887109BDXBECTON DICKINSON & CO$16.6M0.10%73,053CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$16.6M0.10%495,339CommonSOLE
902973304USBUS BANCORP DEL$16.5M0.10%344,056CommonSOLE
565394103CARTMAPLEBEAR INC$15.9M0.10%383,186CommonSOLE
04626A103ALABASTERA LABS INC$15.8M0.10%118,947CommonSOLE
464287655IWMISHARES TR$15.7M0.10%71,118CommonSOLE
032095101APHAMPHENOL CORP NEW$15.6M0.10%225,110CommonSOLE
46590V100JBGSJBG SMITH PPTYS$15.5M0.09%1,008,840CommonSOLE
020002101ALLALLSTATE CORP$15.4M0.09%79,916CommonSOLE
406216101HALHALLIBURTON CO$15.4M0.09%564,972CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$15.2M0.09%500,000CALLSOLE
460690100IPGINTERPUBLIC GROUP COS INC$14.9M0.09%531,923CommonSOLE
172967424CCITIGROUP INC$14.9M0.09%211,072CommonSOLE
444859102HUMHUMANA INC$14.7M0.09%58,013CommonSOLE
136375102CNICANADIAN NATL RY CO$14.7M0.09%144,722CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$14.0M0.09%68,923CommonSOLE
609207105MDLZMONDELEZ INTL INC$14.0M0.09%234,473CommonSOLE
756109104OREALTY INCOME CORP$13.9M0.09%260,529CommonSOLE
35137L204FOXFOX CORP$13.8M0.08%302,712CommonSOLE
34959E109FTNTFORTINET INC$13.8M0.08%146,535CommonSOLE
37045V100GMGENERAL MTRS CO$13.8M0.08%258,982CommonSOLE
049560105ATOATMOS ENERGY CORP$13.6M0.08%97,529CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$13.6M0.08%66,776CommonSOLE
N07059210ASMLASML HOLDING N V$13.4M0.08%19,401CommonSOLE
00287Y109ABBVABBVIE INC$13.4M0.08%75,613CommonSOLE
778296103ROSTROSS STORES INC$13.4M0.08%88,603CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$13.3M0.08%55,404CommonSOLE
929740108WABWABTEC$13.3M0.08%70,382CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$13.1M0.08%88,064CommonSOLE
371927104GELGENESIS ENERGY L P$13.1M0.08%1,296,900CommonSOLE
929160109VMCVULCAN MATLS CO$12.9M0.08%50,208CommonSOLE
03662Q105AKXANSYS INC$12.9M0.08%38,250CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$12.9M0.08%121,943CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$12.8M0.08%108,527CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$12.8M0.08%271,357CommonSOLE
548661107LOWLOWES COS INC$12.8M0.08%51,696CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$12.7M0.08%115,938CommonSOLE
052769106ADSKAUTODESK INC$12.7M0.08%42,873CommonSOLE
695156109PKGPACKAGING CORP AMER$12.7M0.08%56,267CommonSOLE
438516106HONHONEYWELL INTL INC$12.6M0.08%55,633CommonSOLE
665859104NTRSNORTHERN TR CORP$12.6M0.08%122,472CommonSOLE
031100100AMEAMETEK INC$12.3M0.07%68,082CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12.3M0.07%25,245CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$12.3M0.07%40,912CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$12.2M0.07%48,921CommonSOLE
12504L109CBRECBRE GROUP INC$12.2M0.07%92,845CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$12.1M0.07%318,680CommonSOLE
858119100STLDSTEEL DYNAMICS INC$12.1M0.07%106,220CommonSOLE
831865209AOSSMITH A O CORP$11.9M0.07%173,968CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$11.8M0.07%34,547CommonSOLE
204166102CVLTCOMMVAULT SYS INC$11.8M0.07%78,081CommonSOLE
92343E102VRSNVERISIGN INC$11.7M0.07%56,660CommonSOLE
879369106TFXTELEFLEX INCORPORATED$11.7M0.07%65,651CommonSOLE
682189105ONON SEMICONDUCTOR CORP$11.7M0.07%185,231CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$11.7M0.07%80,238CommonSOLE
92338C103VLTOVERALTO CORP$11.5M0.07%113,227CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$11.5M0.07%76,879CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$11.5M0.07%412,011CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$11.4M0.07%2,568,092CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.3M0.07%146,527CommonSOLE
009158106APDAIR PRODS & CHEMS INC$11.2M0.07%38,610CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$11.1M0.07%143,391CommonSOLE
78409V104SPGIS&P GLOBAL INC$11.1M0.07%22,208CommonSOLE
278865100ECLECOLAB INC$11.1M0.07%47,174CommonSOLE
88162G103TTEKTETRA TECH INC NEW$11.1M0.07%277,415CommonSOLE
30040W108ESEVERSOURCE ENERGY$11.0M0.07%192,407CommonSOLE
370334104GISGENERAL MLS INC$10.8M0.07%169,573CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$10.7M0.07%350,000PUTSOLE
48251W104KKRKKR & CO INC$10.5M0.06%70,932CommonSOLE
29414B104EPAMEPAM SYS INC$10.5M0.06%44,797CommonSOLE
285512109EAELECTRONIC ARTS INC$10.4M0.06%71,373CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$10.4M0.06%151,914CommonSOLE
032654105ADIANALOG DEVICES INC$10.2M0.06%48,105CommonSOLE
744320102PRUPRUDENTIAL FINL INC$10.2M0.06%86,153CommonSOLE
084423102WRBBERKLEY W R CORP$10.2M0.06%173,631CommonSOLE
863667101SYKSTRYKER CORPORATION$10.1M0.06%28,156CommonSOLE
31428X106FDXFEDEX CORP$10.1M0.06%35,982CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$10.1M0.06%10,000CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$10.0M0.06%131,691CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$10.0M0.06%21,385CommonSOLE
29362U104ENTGENTEGRIS INC$10.0M0.06%100,675CommonSOLE
836100107SOUNSOUNDHOUND AI INC$9.9M0.06%500,000PUTSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$9.9M0.06%184,492CommonSOLE
836100107SOUNSOUNDHOUND AI INC$9.9M0.06%497,300CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$9.8M0.06%322,947CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$9.8M0.06%309,400CommonSOLE
34959J108FTVFORTIVE CORP$9.8M0.06%130,052CommonSOLE
98978V103ZTSZOETIS INC$9.7M0.06%59,681CommonSOLE
172062101CINFCINCINNATI FINL CORP$9.7M0.06%67,626CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$9.6M0.06%34,777CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$9.5M0.06%81,942CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$9.5M0.06%138,940CommonSOLE
83200N103SMARGBPSMARTSHEET INC$9.5M0.06%168,703CommonSOLE
09290D101BLKBLACKROCK INC$9.4M0.06%9,160CommonSOLE
256163106DOCUDOCUSIGN INC$9.3M0.06%103,607CommonSOLE
227046109CROXCROCS INC$9.3M0.06%84,657CommonSOLE
244199105DEDEERE & CO$9.2M0.06%21,736CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9.2M0.06%22,862CommonSOLE
09260D107BXBLACKSTONE INC$9.2M0.06%53,310CommonSOLE
829073105SSDSIMPSON MFG INC$9.2M0.06%55,335CommonSOLE
040413205ANETARISTA NETWORKS INC$9.2M0.06%82,994CommonSOLE
40434L105HPQHP INC$9.1M0.06%280,193CommonSOLE
25746U109DDOMINION ENERGY INC$9.1M0.06%169,624CommonSOLE
500754106KHCKRAFT HEINZ CO$9.1M0.06%296,892CommonSOLE
87971M103TUTELUS CORPORATION$9.0M0.06%665,956CommonSOLE
693718108PCARPACCAR INC$9.0M0.05%86,075CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$8.9M0.05%508,704CommonSOLE
80874P109LNWOLIGHT & WONDER INC$8.5M0.05%98,966CommonSOLE
670346105NUENUCOR CORP$8.5M0.05%73,011CommonSOLE
001055102AFLAFLAC INC$8.4M0.05%81,601CommonSOLE
29355A107ENPHENPHASE ENERGY INC$8.4M0.05%122,182CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$8.3M0.05%79,029CommonSOLE
855244109SBUXSTARBUCKS CORP$8.3M0.05%90,545CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$8.2M0.05%299,550CommonSOLE
042068205ARMARM HOLDINGS PLC$8.2M0.05%66,600PUTSOLE
G0450A105ACGLARCH CAP GROUP LTD$8.2M0.05%88,738CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$8.1M0.05%243,200CommonSOLE
75513E101RTXRTX CORPORATION$8.1M0.05%69,913CommonSOLE
872590104TMUST-MOBILE US INC$8.1M0.05%36,530CommonSOLE
92840M102VSTVISTRA CORP$8.0M0.05%58,258CommonSOLE
08265T208BSYBENTLEY SYS INC$8.0M0.05%171,974CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$8.0M0.05%258,497CommonSOLE
63900P608NRPNATURAL RESOURCE PARTNERS L$7.9M0.05%71,600CommonSOLE
443510607HUBBHUBBELL INC$7.9M0.05%18,938CommonSOLE
45337C102INCYINCYTE CORP$7.9M0.05%114,175CommonSOLE
207410101CNMDCONMED CORP$7.8M0.05%114,000CommonSOLE
23804L103DDOGDATADOG INC$7.8M0.05%54,352CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$7.8M0.05%96,135CommonSOLE
92936U109WPCWP CAREY INC$7.7M0.05%141,553CommonSOLE
49446R109KIMKIMCO RLTY CORP$7.6M0.05%322,861CommonSOLE
G491BT108IVZINVESCO LTD$7.6M0.05%432,310CommonSOLE
200340107CMACOMERICA INC$7.6M0.05%122,120CommonSOLE
037833100AAPLAPPLE INC$7.5M0.05%30,000CALLSOLE
037833100AAPLAPPLE INC$7.5M0.05%30,000PUTSOLE
665531307NOGNORTHERN OIL & GAS INC$7.5M0.05%201,900CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$7.4M0.05%192,100CommonSOLE
95082P105WCCWESCO INTL INC$7.4M0.04%40,645CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$7.3M0.04%258,369CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$7.2M0.04%191,652CommonSOLE
92556V106VTRSVIATRIS INC$7.2M0.04%576,325CommonSOLE
297178105ESSESSEX PPTY TR INC$7.1M0.04%24,914CommonSOLE
816850101SMTCSEMTECH CORP$7.0M0.04%113,943CommonSOLE
56501R106MFCMANULIFE FINL CORP$7.0M0.04%228,521CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$7.0M0.04%75,475CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$7.0M0.04%150,000CommonSOLE
436440101HO1HOLOGIC INC$6.9M0.04%96,080CommonSOLE
311900104FASTFASTENAL CO$6.9M0.04%95,926CommonSOLE
62914V106NIONIO INC$6.9M0.04%1,581,532CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$6.9M0.04%50,000CommonSOLE
88579Y101MMM3M CO$6.8M0.04%53,039CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$6.8M0.04%91,093CommonSOLE
550021109LULULULULEMON ATHLETICA INC$6.8M0.04%17,740CommonSOLE
49177J102KVUEKENVUE INC$6.7M0.04%315,489CommonSOLE
872657101TPGTPG INC$6.7M0.04%106,654CommonSOLE
607828100MODMODINE MFG CO$6.7M0.04%57,800CommonSOLE
559222401MGAMAGNA INTL INC$6.7M0.04%160,252CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.6M0.04%7,252CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.6M0.04%77,459CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$6.6M0.04%326,032CommonSOLE
45867G101IDCCINTERDIGITAL INC$6.6M0.04%34,000CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$6.6M0.04%29,034CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$6.5M0.04%66,270CommonSOLE
65249B109NWSANEWS CORP NEW$6.3M0.04%229,121CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$6.3M0.04%65,437CommonSOLE
148929102CAVACAVA GROUP INC$6.2M0.04%55,323CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$6.1M0.04%143,223CommonSOLE
770700102HOODROBINHOOD MKTS INC$6.0M0.04%161,686CommonSOLE
731068102PIIPOLARIS INC$6.0M0.04%103,509CommonSOLE
345370860FFORD MTR CO$5.9M0.04%597,462CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$5.9M0.04%336,844CommonSOLE
05534B760BCEBCE INC$5.7M0.03%246,309CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$5.6M0.03%109,349CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$5.5M0.03%32,600CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$5.4M0.03%42,163CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5.4M0.03%63,990CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$5.4M0.03%124,727CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5.4M0.03%509,720CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5.4M0.03%46,667CommonSOLE
617700109MORNMORNINGSTAR INC$5.4M0.03%15,902CommonSOLE
G5380J100LANVLANVIN GROUP HOLDINGS LIMITE$5.3M0.03%2,639,822CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$5.3M0.03%5,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.3M0.03%39,429CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$5.2M0.03%67,360CommonSOLE
871607107SNPSSYNOPSYS INC$5.1M0.03%10,587CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$5.1M0.03%56,735CommonSOLE
24664T103DKLDELEK LOGISTICS PARTNERS LP$5.1M0.03%120,300CommonSOLE
872540109TJXTJX COS INC NEW$5.0M0.03%41,601CommonSOLE
902494103TSNTYSON FOODS INC$4.9M0.03%86,166CommonSOLE
90384S303ULTAULTA BEAUTY INC$4.9M0.03%11,361CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$4.9M0.03%134,839CommonSOLE
45332Y109NARIUSDINARI MED INC$4.8M0.03%94,500CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.8M0.03%65,023CommonSOLE
501044101KRKROGER CO$4.8M0.03%78,091CommonSOLE
60770K107MRNAMODERNA INC$4.7M0.03%113,966CommonSOLE
487836108KKELLANOVA$4.7M0.03%58,408CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$4.7M0.03%146,582CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$4.7M0.03%69,413CommonSOLE
552690109MDUMDU RES GROUP INC$4.7M0.03%260,089CommonSOLE
336433107FSLRFIRST SOLAR INC$4.7M0.03%26,440CommonSOLE
126408103CSXCSX CORP$4.7M0.03%144,256CommonSOLE
91325V108UNITI GROUP INC$4.6M0.03%839,099CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$4.6M0.03%75,518CommonSOLE
67077M108NTRNUTRIEN LTD$4.6M0.03%101,808CommonSOLE
126650100CVSCVS HEALTH CORP$4.5M0.03%101,349CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$4.5M0.03%90,000CommonSOLE
64110D104NTAPNETAPP INC$4.5M0.03%38,927CommonSOLE
G3223R108EGEVEREST GROUP LTD$4.5M0.03%12,423CommonSOLE
04621X108AIZASSURANT INC$4.5M0.03%20,964CommonSOLE
64110L106NFLXNETFLIX INC$4.5M0.03%5,000CALLSOLE
09062X103BIIBBIOGEN INC$4.3M0.03%28,392CommonSOLE
806857108SLBSCHLUMBERGER LTD$4.3M0.03%111,994CommonSOLE
374163103GERNGERON CORP$4.3M0.03%1,211,700CommonSOLE
775711104ROLROLLINS INC$4.2M0.03%91,500CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.2M0.03%16,081CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$4.2M0.03%220,418CommonSOLE
26875P101EOGEOG RES INC$4.2M0.03%34,344CommonSOLE
553498106MSAMSA SAFETY INC$4.2M0.03%25,102CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.2M0.03%23,165CommonSOLE
021369103ALTREURALTAIR ENGR INC$4.1M0.03%38,024CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$4.0M0.02%292,300CommonSOLE
401617105GU9GUESS INC$4.0M0.02%285,100CommonSOLE
871829107SYYSYSCO CORP$3.9M0.02%51,583CommonSOLE
682680103OKEONEOK INC NEW$3.9M0.02%39,265CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$3.9M0.02%53,044CommonSOLE
150870103CECELANESE CORP DEL$3.8M0.02%55,542CommonSOLE
540424108LLOEWS CORP$3.8M0.02%44,978CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.8M0.02%17,911CommonSOLE
26884L109EQTEQT CORP$3.8M0.02%81,526CommonSOLE
683344105ONTOONTO INNOVATION INC$3.8M0.02%22,507CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$3.7M0.02%16,687CommonSOLE
412822108HOGHARLEY DAVIDSON INC$3.7M0.02%121,985CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$3.7M0.02%21,660CommonSOLE
149123101CATCATERPILLAR INC$3.6M0.02%10,055CommonSOLE
62913M107NGLNGL ENERGY PARTNERS LP$3.6M0.02%730,900CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.6M0.02%17,868CommonSOLE
891160509TDTORONTO DOMINION BK ONT$3.5M0.02%66,320CommonSOLE
191098102COKECOCA COLA CONS INC$3.5M0.02%2,792CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$3.4M0.02%3,000CommonSOLE
78463V107GLDSPDR GOLD TR$3.4M0.02%14,166CommonSOLE
36828A101GEVGE VERNOVA INC$3.4M0.02%10,361CommonSOLE
690742101OCOWENS CORNING NEW$3.4M0.02%19,991CommonSOLE
733174700BPOPPOPULAR INC$3.3M0.02%35,490CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.3M0.02%81,140CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$3.3M0.02%259,135CommonSOLE
147528103CASYCASEYS GEN STORES INC$3.3M0.02%8,337CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.3M0.02%17,916CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$3.2M0.02%87,472CommonSOLE
009066101ABNBAIRBNB INC$3.1M0.02%23,822CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$3.1M0.02%203,478CommonSOLE
031162100AMGNAMGEN INC$3.1M0.02%11,978CommonSOLE
26701L100BROSDUTCH BROS INC$3.1M0.02%59,556CommonSOLE
48242W106KBRKBR INC$3.1M0.02%53,600CommonSOLE
69047Q102OVVOVINTIV INC$3.1M0.02%76,017CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$3.1M0.02%422,400CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.0M0.02%1,772CommonSOLE
718546104PSXPHILLIPS 66$3.0M0.02%26,417CommonSOLE
14365C103POH3CARNIVAL PLC$3.0M0.02%132,653CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3.0M0.02%5,793CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3.0M0.02%7,128CommonSOLE
115236101BROBROWN & BROWN INC$3.0M0.02%29,024CommonSOLE
722304102PDDPDD HOLDINGS INC$2.9M0.02%30,336CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$2.9M0.02%44,145CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.9M0.02%136,339CommonSOLE
464287432TLTISHARES TR$2.9M0.02%33,202CommonSOLE
464288513HYGISHARES TR$2.9M0.02%36,693CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.9M0.02%6,213CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$2.9M0.02%34,044CommonSOLE
302491303FMCFMC CORP$2.9M0.02%59,121CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$2.8M0.02%28,400CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$2.8M0.02%145,976CommonSOLE
79589L106IOTSAMSARA INC$2.8M0.02%63,101CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$2.7M0.02%142,000CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.7M0.02%46,337CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$2.6M0.02%2,500CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$2.6M0.02%43,795CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2.6M0.02%51,153CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2.6M0.02%12,558CommonSOLE
053611109AVYAVERY DENNISON CORP$2.5M0.02%13,410CommonSOLE
260557103DOWDOW INC$2.5M0.02%61,378CommonSOLE
688239201OSKOSHKOSH CORP$2.5M0.01%25,798CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$2.5M0.01%27,650CommonSOLE
693506107PPGPPG INDS INC$2.4M0.01%20,354CommonSOLE
55261F104MTBM & T BK CORP$2.4M0.01%12,816CommonSOLE
252131107DXCMDEXCOM INC$2.4M0.01%30,870CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.4M0.01%47,729CommonSOLE
670100205NVONOVO-NORDISK A S$2.4M0.01%27,798CommonSOLE
15135B101CNCCENTENE CORP DEL$2.4M0.01%39,433CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.4M0.01%14,804CommonSOLE
G4388N106HELEHELEN OF TROY LTD$2.4M0.01%39,700CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.4M0.01%42,005CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.3M0.01%44,670CommonSOLE
92343X100VTYVERINT SYS INC$2.3M0.01%85,264CommonSOLE
12532H104GIBCGI INC$2.3M0.01%21,272CommonSOLE
64828T201RITMRITHM CAPITAL CORP$2.3M0.01%213,684CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$2.3M0.01%14,409CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2.3M0.01%34,606CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2.3M0.01%14,812CommonSOLE
771049103RBLXROBLOX CORP$2.3M0.01%39,532CommonSOLE
277432100EMNEASTMAN CHEM CO$2.3M0.01%25,014CommonSOLE
69370C100PTCPTC INC$2.2M0.01%12,114CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.2M0.01%1,817CommonSOLE
579780206MKCMCCORMICK & CO INC$2.2M0.01%28,949CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$2.2M0.01%20,487CommonSOLE
18915M107NETCLOUDFLARE INC$2.2M0.01%20,384CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$2.2M0.01%84,394CommonSOLE
918204108VFCV F CORP$2.2M0.01%102,160CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2.2M0.01%27,979CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.2M0.01%8,987CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.1M0.01%16,093CommonSOLE
133131102CPTCAMDEN PPTY TR$2.1M0.01%18,063CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.01%19,308CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.1M0.01%63,449CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.1M0.01%13,396CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.0M0.01%17,917CommonSOLE
45168D104IDXXIDEXX LABS INC$2.0M0.01%4,884CommonSOLE
369604301GEGE AEROSPACE$2.0M0.01%12,052CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.0M0.01%22,573CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$2.0M0.01%65,065CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.0M0.01%10,498CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.0M0.01%25,321CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.0M0.01%8,500CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$2.0M0.01%11,130CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.0M0.01%9,782CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.9M0.01%6,823CommonSOLE
896239100TRMBTRIMBLE INC$1.9M0.01%27,296CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$1.9M0.01%17,216CommonSOLE
22052L104CTVACORTEVA INC$1.9M0.01%33,358CommonSOLE
023436108AMEDAMEDISYS INC$1.9M0.01%20,895CommonSOLE
447011107HUNHUNTSMAN CORP$1.9M0.01%104,811CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$1.9M0.01%18,888CommonSOLE
988498101YUMYUM BRANDS INC$1.9M0.01%13,980CommonSOLE
04963C209ATRCATRICURE INC$1.8M0.01%60,500CommonSOLE
423452101HPHELMERICH & PAYNE INC$1.8M0.01%57,600CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.8M0.01%30,847CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$1.8M0.01%35,160CommonSOLE
55306N104MKSIMKS INSTRS INC$1.8M0.01%17,204CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.8M0.01%24,769CommonSOLE
067901108ABXBARRICK GOLD CORP$1.8M0.01%114,386CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.8M0.01%74,575CommonSOLE
80810D103SDGRSCHRODINGER INC$1.7M0.01%90,700CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.01%6,866CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$1.7M0.01%92,250CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.01%5,845CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$1.7M0.01%27,840CommonSOLE
552848103MTGMGIC INVT CORP WIS$1.7M0.01%72,566CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.7M0.01%18,876CommonSOLE
92346J108VCELVERICEL CORP$1.7M0.01%31,047CommonSOLE
23918K108DVADAVITA INC$1.7M0.01%11,376CommonSOLE

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.