MondegarAI
VEGA INVESTMENT SOLUTIONS

Q1 2025 · 13F-HR

VEGA INVESTMENT SOLUTIONSholdings as filed

Filed 2025-05-14 · accession 0001104659-25-048521

$517.8M
Reported value
202
Positions
2025-03-31
Period end
View analyzed profile →PRO

The Brief · VEGA INVESTMENT SOLUTIONS · Q1 2025

AI · grounded in 13F

VEGA INVESTMENT SOLUTIONS established a new position in PG worth $107.3M. The fund also initiated new stakes in LLY for $93M and PPG for $31.8M. Additional new positions include TXN, MSFT, and NVDA.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
742718109PGPROCTER AND GAMBLE CO$107.3M20.7%629,900CommonNONE
532457108LLYELI LILLY & CO$93.0M18.0%112,584CommonNONE
693506107PPGPPG INDS INC$31.8M6.14%291,000CommonNONE
882508104TXNTEXAS INSTRS INC$29.5M5.69%164,000CommonNONE
594918104MSFTMICROSOFT CORP$25.2M4.86%65,588CommonSOLE
67066G104NVDANVIDIA CORPORATION$19.0M3.66%174,702CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13.2M2.55%74,527CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$10.2M1.98%150,553CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.8M1.70%17,795CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$8.2M1.59%14,999CommonSOLE
037833100AAPLAPPLE INC$7.7M1.48%35,001CommonSOLE
79466L302CRMSALESFORCE INC$7.6M1.47%28,293CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.0M1.34%41,941CommonSOLE
02079K107GOOGALPHABET INC$6.3M1.22%40,069CommonSOLE
023135106AMZNAMAZON COM INC$6.2M1.19%32,788CommonSOLE
235851102DHRDANAHER CORPORATION$6.1M1.18%29,756CommonSOLE
278865100ECLECOLAB INC$5.9M1.13%23,094CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.8M1.12%11,674CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5.7M1.11%372,270CommonNONE
75513E101RTXRTX CORPORATION$5.5M1.05%41,220CommonNONE
776696106ROPROPER TECHNOLOGIES INC$5.4M1.04%9,160CommonSOLE
02079K305GOOGLALPHABET INC$4.9M0.95%31,113CommonNONE
278642103EBAYEBAY INC.$4.6M0.89%68,416CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4.4M0.85%29,845CommonSOLE
46434G822EWJISHARES INC$3.7M0.72%54,665CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.6M0.70%15,638CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.3M0.64%47,080CommonSOLE
92826C839VVISA INC$3.3M0.64%9,396CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.8M0.53%11,252CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.7M0.53%4,889CommonSOLE
98419M100XYLXYLEM INC$2.7M0.53%22,847CommonSOLE
11135F101AVGOBROADCOM INC$2.7M0.53%15,551CommonSOLE
30303M102METAMETA PLATFORMS INC$2.3M0.44%3,980CommonSOLE
82509L107SHOPSHOPIFY INC$2.2M0.42%23,028CommonSOLE
040413205ANETARISTA NETWORKS INC$2.1M0.40%25,055CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.34%24,000CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$1.7M0.34%8,528CommonSOLE
058498106BALLBALL CORP$1.7M0.33%32,876CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.7M0.33%17,405CommonNONE
03073E105CORCENCORA INC$1.6M0.31%5,791CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.6M0.31%22,536CommonSOLE
291011104EMREMERSON ELEC CO$1.6M0.30%14,370CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.5M0.30%6,874CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.4M0.28%19,990CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.4M0.27%19,348CommonSOLE
88160R101TSLATESLA INC$1.4M0.27%5,400CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.26%13,371CommonNONE
256163106DOCUDOCUSIGN INC$1.4M0.26%16,733CommonSOLE
92338C103VLTOVERALTO CORP$1.3M0.26%13,640CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$1.3M0.25%11,990CommonSOLE
872540109TJXTJX COS INC NEW$1.3M0.25%10,615CommonSOLE
336433107FSLRFIRST SOLAR INC$1.3M0.24%9,918CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.24%2,348CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1.2M0.24%10,795CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.22%19,108CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.1M0.22%8,107CommonSOLE
001084102AGCOAGCO CORP$1.1M0.21%11,919CommonSOLE
896239100TRMBTRIMBLE INC$984,7500.19%15,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$981,8180.19%3,404CommonNONE
743315103PGRPROGRESSIVE CORP$973,3820.19%3,453CommonNONE
09290D101BLKBLACKROCK INC$947,1050.18%1,025CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$881,8710.17%5,212CommonSOLE
714046109RVTYREVVITY INC$818,1520.16%7,733CommonSOLE
504922105LHLABCORP HOLDINGS INC$710,5560.14%3,053CommonSOLE
68389X105ORCLORACLE CORP$703,2870.14%5,000CommonNONE
042068205ARMARM HOLDINGS PLC$674,9130.13%6,320CommonSOLE
216648501COOCOOPER COS INC$655,1470.13%7,767CommonSOLE
46266C105IQVIQVIA HLDGS INC$652,8390.13%3,703CommonSOLE
29275Y102ENSENERSYS$651,2260.13%7,111CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$629,9480.12%11,654CommonSOLE
941848103WATWATERS CORP$614,0380.12%1,666CommonSOLE
464287432TLTISHARES TR$586,7310.11%6,449CommonSOLE
149123101CATCATERPILLAR INC$583,2840.11%1,886CommonNONE
464286665EPPISHARES INC$546,4940.11%12,362CommonSOLE
252131107DXCMDEXCOM INC$541,6080.10%7,931CommonSOLE
036752103ELVELEVANCE HEALTH INC$533,6960.10%1,227CommonSOLE
464287457SHYISHARES TR$516,9950.10%6,251CommonSOLE
98978V103ZTSZOETIS INC$504,8170.10%3,066CommonSOLE
922475108VEEVVEEVA SYS INC$401,8790.08%1,735CommonSOLE
29355A107ENPHENPHASE ENERGY INC$347,1080.07%5,594CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$330,7470.06%2,082CommonSOLE
550021109LULULULULEMON ATHLETICA INC$314,4800.06%1,111CommonSOLE
907818108UNPUNION PAC CORP$307,1120.06%1,300CommonSOLE
64110L106NFLXNETFLIX INC$303,5360.06%280CommonNONE
58733R102MELIMERCADOLIBRE INC$279,7020.05%120CommonNONE
00287Y109ABBVABBVIE INC$242,9000.05%1,245CommonNONE
81762P102NOWSERVICENOW INC$242,1700.05%295CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$237,3830.05%524CommonNONE
580135101MCDMCDONALDS CORP$231,4450.04%740CommonSOLE
871607107SNPSSYNOPSYS INC$205,8480.04%480CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$185,9150.04%371CommonNONE
052769106ADSKAUTODESK INC$181,9700.04%678CommonNONE
94106B101WCNWASTE CONNECTIONS INC$167,7340.03%598CommonSOLE
29444U700EQIXEQUINIX INC$162,2550.03%199CommonSOLE
184496107CLHCLEAN HARBORS INC$156,6950.03%795CommonSOLE
863667101SYKSTRYKER CORPORATION$136,4780.03%366CommonSOLE
42226A107HQYHEALTHEQUITY INC$135,4720.03%1,533CommonSOLE
833445109SNOWSNOWFLAKE INC$131,3980.03%899CommonSOLE
931142103WMTWALMART INC$125,7450.02%1,293CommonNONE
34959E109FTNTFORTINET INC$123,5790.02%1,191CommonNONE
85472N109STNSTANTEC INC$118,2070.02%991CommonSOLE
60770K107MRNAMODERNA INC$115,6680.02%4,080CommonSOLE
436440101HO1HOLOGIC INC$115,0780.02%1,863CommonSOLE
78409V104SPGIS&P GLOBAL INC$112,7990.02%222CommonSOLE
631103108NDAQNASDAQ INC$110,6800.02%1,459CommonSOLE
775711104ROLROLLINS INC$108,8170.02%2,014CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$107,3490.02%741CommonSOLE
22160N109CSGPCOSTAR GROUP INC$105,9310.02%1,337CommonSOLE
55354G100MSCIMSCI INC$105,1830.02%186CommonSOLE
98980G102ZSZSCALER INC$104,7660.02%528CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$104,6370.02%239CommonSOLE
21874C102CNMCORE & MAIN INC$104,5920.02%2,165CommonSOLE
872590104TMUST-MOBILE US INC$100,0170.02%375CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$98,3620.02%104CommonSOLE
00187Y100APGAPI GROUP CORP$95,5150.02%2,671CommonSOLE
253868103DLRDIGITAL RLTY TR INC$94,5720.02%660CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$94,2510.02%418CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$92,0790.02%807CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$91,3940.02%2,312CommonSOLE
45167R104IEXIDEX CORP$91,3900.02%505CommonSOLE
929740108WABWABTEC$89,7690.02%495CommonSOLE
00724F101ADBEADOBE INC$88,9790.02%232CommonSOLE
03662Q105AKXANSYS INC$88,6370.02%280CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$86,8650.02%1,915CommonSOLE
461202103INTUINTUIT$86,5730.02%141CommonSOLE
443573100HUBSHUBSPOT INC$85,6940.02%150CommonSOLE
671044105OSISOSI SYSTEMS INC$85,3160.02%439CommonSOLE
69370C100PTCPTC INC$85,2230.02%550CommonSOLE
922280102VRNSVARONIS SYS INC$79,9300.02%1,976CommonSOLE
254687106DISDISNEY WALT CO$79,7100.02%839CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$79,6840.02%226CommonSOLE
60937P106MDBMONGODB INC$79,2810.02%452CommonSOLE
72703H101PLNTPLANET FITNESS INC$79,2210.02%820CommonSOLE
126650100CVSCVS HEALTH CORP$76,1510.01%1,124CommonSOLE
380237107GDDYGODADDY INC$73,4980.01%408CommonSOLE
632307104NTRANATERA INC$73,1090.01%517CommonSOLE
553498106MSAMSA SAFETY INC$72,6120.01%495CommonSOLE
172967424CCITIGROUP INC$71,3210.01%1,043CommonNONE
477839104JBTMJBT MAREL CORPORATION$70,7540.01%579CommonSOLE
191216100KOCOCA COLA CO$70,3740.01%970CommonNONE
81730H109SSENTINELONE INC$69,1940.01%3,806CommonSOLE
482480100KLACKLA CORP$68,6600.01%101CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$67,7730.01%444CommonSOLE
58933Y105MRKMERCK & CO INC$65,3460.01%728CommonSOLE
78463M107SPSCSPS COMM INC$64,7730.01%488CommonSOLE
478160104JNJJOHNSON & JOHNSON$62,8370.01%402CommonNONE
82452J109FOURSHIFT4 PMTS INC$62,1000.01%760CommonSOLE
650111107NYTNEW YORK TIMES CO$61,0580.01%1,231CommonSOLE
596680108MSEXMIDDLESEX WTR CO$58,9080.01%919CommonSOLE
031162100AMGNAMGEN INC$58,1840.01%200CommonNONE
08265T208BSYBENTLEY SYS INC$58,0660.01%1,476CommonSOLE
537008104LFUSLITTELFUSE INC$56,4650.01%287CommonSOLE
011642105ALRMALARM COM HLDGS INC$55,8170.01%1,003CommonSOLE
679295105OKTAOKTA INC$54,5040.01%518CommonSOLE
05464C101AXONAXON ENTERPRISE INC$53,6470.01%102CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$53,4880.01%92CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$52,8410.01%597CommonSOLE
37940X102GPNGLOBAL PMTS INC$52,5840.01%537CommonSOLE
337738108FISVFISERV INC$52,1160.01%236CommonSOLE
89400J107TRUTRANSUNION$52,0350.01%627CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$51,5660.01%298CommonSOLE
172908105CTASCINTAS CORP$51,3830.01%250CommonSOLE
831865209AOSSMITH A O CORP$50,9160.01%779CommonSOLE
049468101TEAMATLASSIAN CORPORATION$49,6580.01%234CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$49,1250.01%218CommonSOLE
00766T100ACMAECOM$48,4980.01%523CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$47,4970.01%389CommonSOLE
366651107ITGARTNER INC$46,5920.01%111CommonSOLE
891092108TTCTORO CO$42,7770.01%588CommonSOLE
574599106MASMASCO CORP$42,3500.01%609CommonSOLE
437076102HDHOME DEPOT INC$42,1780.01%117CommonNONE
87151X101SYMSYMBOTIC INC$41,5930.01%2,058CommonSOLE
30063P105EXKEXACT SCIENCES CORP$41,5160.01%959CommonSOLE
753422104RPDRAPID7 INC$39,5530.01%1,492CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$39,3980.01%813CommonSOLE
9026851067WHUDEMY INC$38,3080.01%5,576CommonNONE
229050307CYRXCRYOPORT INC$36,3040.01%5,971CommonSOLE
371901109GNTXGENTEX CORP$35,9990.01%1,545CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$35,4280.01%30CommonSOLE
226718104CRTOCRITEO S A$35,1160.01%1,031CommonNONE
888787108TOSTTOAST INC$33,7680.01%1,018CommonSOLE
009066101ABNBAIRBNB INC$33,6500.01%276CommonNONE
773903109ROKROCKWELL AUTOMATION INC$33,5900.01%130CommonSOLE
368736104GNRCGENERAC HLDGS INC$31,5360.01%249CommonSOLE
74340E103PGNYPROGYNY INC$31,1650.01%1,395CommonSOLE
88162G103TTEKTETRA TECH INC NEW$30,6840.01%1,049CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$30,1110.01%913CommonSOLE
16411R208LNGCHENIERE ENERGY INC$30,0450.01%130CommonNONE
74276L105PRCTPROCEPT BIOROBOTICS CORP$29,7130.01%510CommonSOLE
56585A102MPCMARATHON PETE CORP$29,4060.01%214CommonNONE
880770102TERTERADYNE INC$28,5800.01%346CommonSOLE
060505104BACBANK AMERICA CORP$27,2390.01%683CommonNONE
969457100WMBWILLIAMS COS INC$21,9640.00%375CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$20,0130.00%320CommonNONE
87043Q108SGSWEETGREEN INC$14,7620.00%590CommonSOLE
607828100MODMODINE MFG CO$13,2010.00%172CommonSOLE
30214U102EXPOEXPONENT INC$12,5650.00%155CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$10,9880.00%92CommonNONE
90353W103UIUBIQUITI INC$8,1620.00%25CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$4,1690.00%13CommonNONE
464286426EEMAISHARES INC$7390.00%10CommonSOLE
46434V886HEWJISHARES TR$420.00%1CommonSOLE

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.