MondegarAI
NOMURA ASSET MANAGEMENT CO LTD

Q1 2023 · 13F-HR/A

NOMURA ASSET MANAGEMENT CO LTDholdings as filed

Filed 2025-01-10 · accession 0001140361-25-000829

$19.03B
Reported value
1,777
Positions
2023-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1777

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.02B5.36%6,190,298CommonSOLE
594918104MSFTMICROSOFT CORP$992.4M5.21%3,442,104CommonSOLE
67066G104NVDANVIDIA CORPORATION$394.8M2.07%1,421,161CommonSOLE
023135106AMZNAMAZON COM INC$364.3M1.91%3,527,296CommonSOLE
02079K107GOOGALPHABET INC$266.0M1.40%2,557,840CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$249.4M1.31%686,261CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$245.3M1.29%518,976CommonSOLE
02079K305GOOGLALPHABET INC$244.2M1.28%2,353,718CommonSOLE
88160R101TSLATESLA INC$230.6M1.21%1,111,432CommonSOLE
30303M102METAMETA PLATFORMS INC$215.7M1.13%1,017,843CommonSOLE
478160104JNJJOHNSON & JOHNSON$202.3M1.06%1,305,261CommonSOLE
11135F101AVGOBROADCOM INC$186.4M0.98%290,606CommonSOLE
30231G102XOMEXXON MOBIL CORP$174.6M0.92%1,592,635CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$164.2M0.86%284,840CommonSOLE
92826C839VVISA INC$160.8M0.84%713,242CommonSOLE
74340W103PLDPROLOGIS INC.$149.8M0.79%1,200,987CommonSOLE
17275R102CSCOCISCO SYS INC$149.7M0.79%2,862,974CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$148.4M0.78%1,138,938CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$145.9M0.77%378,663CommonSOLE
713448108PEPPEPSICO INC$141.7M0.74%777,331CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$138.9M0.73%5,570,671CommonSOLE
00287Y109ABBVABBVIE INC$134.0M0.70%840,781CommonSOLE
532457108LLYLILLY ELI & CO$132.8M0.70%386,600CommonSOLE
58933Y105MRKMERCK & CO INC$129.7M0.68%1,219,196CommonSOLE
65339F101NEENEXTERA ENERGY INC$129.4M0.68%1,678,187CommonSOLE
747525103QCOMQUALCOMM INC$128.7M0.68%1,008,396CommonSOLE
81762P102NOWSERVICENOW INC$128.4M0.67%276,213CommonSOLE
742718109PGPROCTER AND GAMBLE CO$123.5M0.65%830,361CommonSOLE
437076102HDHOME DEPOT INC$114.7M0.60%388,766CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$111.9M0.59%362,383CommonSOLE
166764100CVXCHEVRON CORP NEW$110.9M0.58%679,525CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$104.1M0.55%1,728,254CommonSOLE
191216100KOCOCA COLA CO$99.6M0.52%1,606,453CommonSOLE
580135101MCDMCDONALDS CORP$96.5M0.51%345,244CommonSOLE
79466L302CRMSALESFORCE INC$96.1M0.51%481,194CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$95.2M0.50%179,610CommonSOLE
002824100ABTABBOTT LABS$94.8M0.50%936,227CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$94.7M0.50%190,647CommonSOLE
68389X105ORCLORACLE CORP$92.2M0.48%992,682CommonSOLE
126650100CVSCVS HEALTH CORP$92.1M0.48%1,239,471CommonSOLE
G5960L103MDTMEDTRONIC PLC$90.9M0.48%1,127,329CommonSOLE
931142103WMTWALMART INC$89.0M0.47%603,689CommonSOLE
29444U700EQIXEQUINIX INC$87.7M0.46%121,693CommonSOLE
12572Q105CMECME GROUP INC$86.8M0.46%452,960CommonSOLE
718172109PMPHILIP MORRIS INTL INC$84.0M0.44%863,467CommonSOLE
075887109BDXBECTON DICKINSON & CO$83.7M0.44%338,132CommonSOLE
461202103INTUINTUIT$80.8M0.42%181,229CommonSOLE
55354G100MSCIMSCI INC$80.7M0.42%144,187CommonSOLE
G54950103LINLINDE PLC$74.7M0.39%210,041CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$73.2M0.38%1,691,682CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$72.9M0.38%285,170CommonSOLE
031162100AMGNAMGEN INC$71.8M0.38%297,102CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$70.7M0.37%721,183CommonSOLE
038222105AMATAPPLIED MATLS INC$70.2M0.37%571,303CommonSOLE
78409V104SPGIS&P GLOBAL INC$70.0M0.37%203,012CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$69.5M0.37%506,519CommonSOLE
20030N101CMCSACOMCAST CORP NEW$69.1M0.36%1,821,732CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$68.8M0.36%412,823CommonSOLE
717081103PFEPFIZER INC$68.6M0.36%1,680,613CommonSOLE
756109104OREALTY INCOME CORP$68.3M0.36%1,079,257CommonSOLE
34959E109FTNTFORTINET INC$65.7M0.35%988,591CommonSOLE
595112103MUMICRON TECHNOLOGY INC$65.0M0.34%1,076,424CommonSOLE
060505104BACBANK AMERICA CORP$64.9M0.34%2,267,714CommonSOLE
032654105ADIANALOG DEVICES INC$64.8M0.34%328,792CommonSOLE
831865209AOSSMITH A O CORP$64.8M0.34%937,363CommonSOLE
654106103NKENIKE INC$62.8M0.33%511,933CommonSOLE
74460D109PSAPUBLIC STORAGE$62.8M0.33%207,693CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$62.7M0.33%323,372CommonSOLE
375558103GILDGILEAD SCIENCES INC$61.3M0.32%738,811CommonSOLE
254687106DISDISNEY WALT CO$61.1M0.32%610,531CommonSOLE
458140100INTCINTEL CORP$61.0M0.32%1,866,762CommonSOLE
98138H101WDAYWORKDAY INC$60.6M0.32%293,260CommonSOLE
235851102DHRDANAHER CORPORATION$60.3M0.32%239,228CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$60.3M0.32%1,549,945CommonSOLE
438516106HONHONEYWELL INTL INC$58.9M0.31%308,257CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$58.2M0.31%184,693CommonSOLE
882508104TXNTEXAS INSTRS INC$57.4M0.30%308,771CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$56.7M0.30%1,647,874CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$56.4M0.30%814,357CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$56.2M0.30%1,122,535CommonSOLE
149123101CATCATERPILLAR INC$55.7M0.29%243,279CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$54.8M0.29%417,980CommonSOLE
20825C104COPCONOCOPHILLIPS$54.6M0.29%550,557CommonSOLE
949746101WMT2WELLS FARGO CO NEW$54.6M0.29%1,460,995CommonSOLE
88579Y101MMM3M CO$54.5M0.29%518,935CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$51.0M0.27%678,961CommonSOLE
G7S00T104PNRPENTAIR PLC$50.9M0.27%921,153CommonSOLE
009158106APDAIR PRODS & CHEMS INC$50.4M0.27%175,641CommonSOLE
907818108UNPUNION PAC CORP$49.6M0.26%246,686CommonSOLE
64110L106NFLXNETFLIX INC$49.3M0.26%142,560CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$49.2M0.26%439,677CommonSOLE
46434V407SHYGISHARES TR$49.0M0.26%1,176,400CommonSOLE
548661107LOWLOWES COS INC$48.7M0.26%243,727CommonSOLE
30040W108ESEVERSOURCE ENERGY$47.8M0.25%611,276CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$47.4M0.25%165,685CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$47.1M0.25%57,369CommonSOLE
45784P101PODDINSULET CORP$46.9M0.25%147,194CommonSOLE
45168D104IDXXIDEXX LABS INC$46.1M0.24%92,248CommonSOLE
925652109VICIVICI PPTYS INC$45.9M0.24%1,406,027CommonSOLE
26875P101EOGEOG RES INC$45.4M0.24%396,189CommonSOLE
09247X101BLKCHFBLACKROCK INC$44.9M0.24%67,081CommonSOLE
464287242LQDISHARES TR$44.4M0.23%404,975CommonSOLE
95040Q104WELLWELLTOWER INC$44.1M0.23%614,874CommonSOLE
98980G102ZSZSCALER INC$43.6M0.23%373,010CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$43.5M0.23%132,935CommonSOLE
46435G474FALNISHARES TR$43.5M0.23%1,720,400CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$43.1M0.23%193,492CommonSOLE
097023105BABOEING CO$41.1M0.22%193,677CommonSOLE
025816109AXPAMERICAN EXPRESS CO$40.9M0.21%247,965CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$40.9M0.21%752,470CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$40.3M0.21%411,914CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$40.0M0.21%84,607CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$39.6M0.21%472,440CommonSOLE
00206R102TAT&T INC$39.3M0.21%2,043,502CommonSOLE
172908105CTASCINTAS CORP$38.9M0.20%84,091CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$38.0M0.20%929,063CommonSOLE
87612E106TGTTARGET CORP$37.9M0.20%228,596CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$37.5M0.20%153,981CommonSOLE
036752103ELVELEVANCE HEALTH INC$37.0M0.19%80,534CommonSOLE
253868103DLRDIGITAL RLTY TR INC$37.0M0.19%376,319CommonSOLE
278865100ECLECOLAB INC$36.9M0.19%223,111CommonSOLE
H1467J104CBCHUBB LIMITED$36.7M0.19%189,139CommonSOLE
902973304USBUS BANCORP DEL$35.8M0.19%991,939CommonSOLE
82452J109FOURSHIFT4 PMTS INC$35.4M0.19%466,800CommonSOLE
172967424CCITIGROUP INC$35.1M0.18%747,987CommonSOLE
518439104ELLAUDER ESTEE COS INC$34.9M0.18%141,683CommonSOLE
855244109SBUXSTARBUCKS CORP$34.6M0.18%331,965CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$34.5M0.18%324,110CommonSOLE
297178105ESSESSEX PPTY TR INC$34.4M0.18%164,355CommonSOLE
922475108VEEVVEEVA SYS INC$33.7M0.18%183,575CommonSOLE
778296103ROSTROSS STORES INC$33.6M0.18%316,937CommonSOLE
244199105DEDEERE & CO$33.3M0.18%80,686CommonSOLE
12514G108CDWCDW CORP$33.2M0.17%170,184CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$33.1M0.17%246,347CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$33.0M0.17%435,046CommonSOLE
G29183103ETNEATON CORP PLC$32.9M0.17%192,242CommonSOLE
30161N101EXCEXELON CORP$32.9M0.17%784,526CommonSOLE
872590104TMUST-MOBILE US INC$32.9M0.17%226,894CommonSOLE
291011104EMREMERSON ELEC CO$32.7M0.17%374,760CommonSOLE
617446448MSMORGAN STANLEY$32.6M0.17%370,947CommonSOLE
46090E103QQQINVESCO QQQ TR$32.3M0.17%100,732CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$32.2M0.17%388,753CommonSOLE
09260D107BXBLACKSTONE INC$31.8M0.17%361,956CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$31.2M0.16%396,965CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$30.6M0.16%11,539CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$30.5M0.16%181,623CommonSOLE
369550108GDGENERAL DYNAMICS CORP$30.4M0.16%133,078CommonSOLE
209115104EDCONSOLIDATED EDISON INC$30.1M0.16%314,427CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$29.6M0.16%148,064CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$29.6M0.16%85,330CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$29.4M0.15%130,995CommonSOLE
609207105MDLZMONDELEZ INTL INC$29.3M0.15%419,876CommonSOLE
852234103XYZBLOCK INC$29.2M0.15%424,826CommonSOLE
384802104GWWGRAINGER W W INC$29.0M0.15%42,168CommonSOLE
31428X106FDXFEDEX CORP$28.8M0.15%126,198CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$28.8M0.15%65,426CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$28.8M0.15%400,929CommonSOLE
98978V103ZTSZOETIS INC$28.4M0.15%170,886CommonSOLE
670346105NUENUCOR CORP$28.4M0.15%183,713CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$28.4M0.15%174,049CommonSOLE
189054109CLXCLOROX CO DEL$28.2M0.15%177,905CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$27.6M0.15%312,266CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$27.6M0.15%210,436CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$27.5M0.14%344,793CommonSOLE
871829107SYYSYSCO CORP$27.4M0.14%354,740CommonSOLE
482480100KLACKLA CORP$27.3M0.14%68,309CommonSOLE
125523100CITHE CIGNA GROUP$27.2M0.14%106,381CommonSOLE
369604301GEGENERAL ELECTRIC CO$27.1M0.14%283,346CommonSOLE
29476L107EQREQUITY RESIDENTIAL$26.9M0.14%447,773CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$26.7M0.14%770,912CommonSOLE
693506107PPGPPG INDS INC$26.6M0.14%199,363CommonSOLE
872540109TJXTJX COS INC NEW$26.5M0.14%337,981CommonSOLE
88162G103TTEKTETRA TECH INC NEW$26.3M0.14%178,916CommonSOLE
832696405SJMSMUCKER J M CO$26.3M0.14%167,020CommonSOLE
049468101TEAMATLASSIAN CORPORATION$26.1M0.14%152,759CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$26.0M0.14%127,129CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$25.9M0.14%206,400CommonSOLE
020002101ALLALLSTATE CORP$25.6M0.13%230,751CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$25.4M0.13%263,545CommonSOLE
001055102AFLAFLAC INC$25.4M0.13%393,238CommonSOLE
743315103PGRPROGRESSIVE CORP$25.3M0.13%177,063CommonSOLE
866674104SUISUN CMNTYS INC$25.1M0.13%178,363CommonSOLE
863667101SYKSTRYKER CORPORATION$24.9M0.13%87,325CommonSOLE
G6095L109APTIV PLC$24.7M0.13%220,533CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$24.6M0.13%143,800CommonSOLE
46187W107INVHINVITATION HOMES INC$24.4M0.13%780,951CommonSOLE
69370C100PTCPTC INC$24.1M0.13%187,936CommonSOLE
806857108SLBSCHLUMBERGER LTD$23.9M0.13%487,574CommonSOLE
260003108DOVDOVER CORP$23.9M0.13%157,261CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$23.8M0.13%278,006CommonSOLE
372460105GPCGENUINE PARTS CO$23.8M0.12%141,992CommonSOLE
579780206MKCMCCORMICK & CO INC$23.6M0.12%283,816CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$23.4M0.12%13,722CommonSOLE
04010L103ARCCARES CAPITAL CORP$23.3M0.12%1,277,167CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$23.3M0.12%206,453CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$23.3M0.12%308,719CommonSOLE
049560105ATOATMOS ENERGY CORP$23.3M0.12%207,321CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$23.2M0.12%234,647CommonSOLE
444859102HUMHUMANA INC$23.1M0.12%47,518CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$22.9M0.12%151,614CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$22.8M0.12%436,136CommonSOLE
92276F100VTRVENTAS INC$22.8M0.12%526,187CommonSOLE
172062101CINFCINCINNATI FINL CORP$22.7M0.12%202,118CommonSOLE
90384S303ULTAULTA BEAUTY INC$22.4M0.12%41,030CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$22.2M0.12%201,969CommonSOLE
127097103CTRACOTERRA ENERGY INC$22.2M0.12%906,284CommonSOLE
02209S103MOALTRIA GROUP INC$22.1M0.12%495,691CommonSOLE
440452100HRLHORMEL FOODS CORP$22.0M0.12%550,930CommonSOLE
58733R102MELIMERCADOLIBRE INC$21.8M0.11%16,513CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$21.8M0.11%96,338CommonSOLE
92936U109WPCWP CAREY INC$21.5M0.11%278,085CommonSOLE
115637209BF/BBROWN FORMAN CORP$21.5M0.11%333,999CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$21.5M0.11%220,721CommonSOLE
252131107DXCMDEXCOM INC$21.4M0.11%184,456CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$21.3M0.11%272,512CommonSOLE
655663102NDSNNORDSON CORP$21.3M0.11%95,817CommonSOLE
G0250X107AMCRAMCOR PLC$21.2M0.11%1,860,457CommonSOLE
550021109LULULULULEMON ATHLETICA INC$21.1M0.11%57,856CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$21.1M0.11%416,313CommonSOLE
012653101ALBALBEMARLE CORP$21.1M0.11%95,241CommonSOLE
571903202MARMARRIOTT INTL INC NEW$20.9M0.11%125,651CommonSOLE
46284V101IRMIRON MTN INC DEL$20.8M0.11%392,804CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$20.7M0.11%207,918CommonSOLE
842587107SOSOUTHERN CO$20.6M0.11%295,610CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$20.5M0.11%393,708CommonSOLE
58155Q103MCKMCKESSON CORP$20.5M0.11%57,439CommonSOLE
115236101BROBROWN & BROWN INC$20.4M0.11%354,540CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$20.1M0.11%51,346CommonSOLE
704326107PAYXPAYCHEX INC$20.0M0.11%174,409CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$19.7M0.10%93,795CommonSOLE
256746108DLTRDOLLAR TREE INC$19.7M0.10%137,152CommonSOLE
337738108FISVFISERV INC$19.7M0.10%173,969CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$19.3M0.10%212,434CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$19.2M0.10%103,021CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$19.1M0.10%236,507CommonSOLE
60770K107MRNAMODERNA INC$19.0M0.10%124,037CommonSOLE
74762E102QUREQUANTA SVCS INC$18.2M0.10%109,230CommonSOLE
94106L109WMWASTE MGMT INC DEL$18.0M0.09%110,424CommonSOLE
126408103CSXCSX CORP$18.0M0.09%600,183CommonSOLE
354613101BENFRANKLIN RESOURCES INC$17.8M0.09%659,356CommonSOLE
456788108INFYINFOSYS LTD$17.7M0.09%1,015,394CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$17.7M0.09%20,826CommonSOLE
615369105MCOMOODYS CORP$17.6M0.09%57,409CommonSOLE
56585A102MPCMARATHON PETE CORP$17.4M0.09%128,733CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$17.3M0.09%37,447CommonSOLE
G0403H108AONAON PLC$17.2M0.09%54,654CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$17.1M0.09%340,114CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$17.1M0.09%163,830CommonSOLE
09062X103BIIBBIOGEN INC$17.0M0.09%61,247CommonSOLE
871607107SNPSSYNOPSYS INC$16.9M0.09%43,827CommonSOLE
370334104GISGENERAL MLS INC$16.9M0.09%197,653CommonSOLE
902653104UDRUDR INC$16.8M0.09%409,214CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$16.8M0.09%104,644CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$16.6M0.09%523,908CommonSOLE
23331A109DHID R HORTON INC$15.9M0.08%163,202CommonSOLE
22052L104CTVACORTEVA INC$15.9M0.08%263,595CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$15.8M0.08%717,806CommonSOLE
49446R109KIMKIMCO RLTY CORP$15.6M0.08%800,523CommonSOLE
22822V101CCICROWN CASTLE INC$15.4M0.08%115,153CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$15.4M0.08%933,738CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$15.3M0.08%65,305CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$15.3M0.08%164,584CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$15.2M0.08%227,106CommonSOLE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$15.1M0.08%71,770CommonSOLE
816851109SRESEMPRA$14.8M0.08%98,128CommonSOLE
009066101ABNBAIRBNB INC$14.7M0.08%118,193CommonSOLE
91913Y100VLOVALERO ENERGY CORP$14.7M0.08%105,013CommonSOLE
133131102CPTCAMDEN PPTY TR$14.6M0.08%139,730CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$14.6M0.08%155,645CommonSOLE
40412C101HCAHCA HEALTHCARE INC$14.5M0.08%54,892CommonSOLE
37045V100GMGENERAL MTRS CO$14.5M0.08%394,526CommonSOLE
052769106ADSKAUTODESK INC$14.4M0.08%69,200CommonSOLE
345370860FFORD MTR CO DEL$14.1M0.07%1,118,005CommonSOLE
501044101KRKROGER CO$14.0M0.07%283,760CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$13.8M0.07%108,624CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$13.7M0.07%116,082CommonSOLE
427866108HSYHERSHEY CO$13.6M0.07%53,458CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$13.5M0.07%67,298CommonSOLE
718546104PSXPHILLIPS 66$13.4M0.07%131,967CommonSOLE
452327109ILMNILLUMINA INC$13.4M0.07%57,413CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$13.2M0.07%68,868CommonSOLE
89832Q109TFCTRUIST FINL CORP$13.0M0.07%381,497CommonSOLE
260557103DOWDOW INC$12.9M0.07%234,742CommonSOLE
464287176TIPISHARES TR$12.7M0.07%115,600CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$12.6M0.07%232,836CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$12.6M0.07%103,337CommonSOLE
929740108WABWABTEC$12.5M0.07%123,584CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$12.4M0.07%58,528CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$12.4M0.07%394,160CommonSOLE
758849103REGREGENCY CTRS CORP$12.3M0.06%201,424CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$12.3M0.06%205,539CommonSOLE
053332102AZOAUTOZONE INC$12.2M0.06%4,974CommonSOLE
25746U109DDOMINION ENERGY INC$12.2M0.06%218,156CommonSOLE
032095101APHAMPHENOL CORP NEW$12.2M0.06%148,880CommonSOLE
53223X107LIFE STORAGE INC$12.2M0.06%92,721CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12.1M0.06%57,696CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.1M0.06%33,863CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$12.1M0.06%42,272CommonSOLE
59156R108METMETLIFE INC$12.1M0.06%208,457CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12.0M0.06%192,927CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$11.9M0.06%260,224CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$11.9M0.06%40,404CommonSOLE
723787107PXDEURPIONEER NAT RES CO$11.8M0.06%57,969CommonSOLE
08265T208BSYBENTLEY SYS INC$11.8M0.06%275,339CommonSOLE
632307104NTRANATERA INC$11.8M0.06%212,461CommonSOLE
62944T105NVRNVR INC$11.5M0.06%2,058CommonSOLE
217204106CPRTCOPART INC$11.4M0.06%152,240CommonSOLE
81141R100SESEA LTD$11.4M0.06%132,271CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$11.4M0.06%13,000,000CommonSOLE
229663109CUBECUBESMART$11.4M0.06%246,503CommonSOLE
833445109SNOWSNOWFLAKE INC$11.2M0.06%72,850CommonSOLE
682189105ONON SEMICONDUCTOR CORP$11.2M0.06%136,358CommonSOLE
98389B100XELXCEL ENERGY INC$11.1M0.06%164,820CommonSOLE
693718108PCARPACCAR INC$11.1M0.06%151,715CommonSOLE
46435G102ICVTISHARES TR$11.0M0.06%151,996CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.0M0.06%32,581CommonSOLE
366651107ITGARTNER INC$10.9M0.06%33,602CommonSOLE
78468R408SJNKSPDR SER TR$10.9M0.06%438,000CommonSOLE
500754106KHCKRAFT HEINZ CO$10.8M0.06%280,139CommonSOLE
651639106NEMNEWMONT CORP$10.8M0.06%219,743CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$10.8M0.06%58,488CommonSOLE
526057104LENLENNAR CORP$10.7M0.06%101,597CommonSOLE
46982L108JJACOBS SOLUTIONS INC$10.7M0.06%90,720CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$10.6M0.06%31,031CommonSOLE
16115Q308GTLSCHART INDS INC$10.5M0.06%84,012CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10.5M0.06%64,951CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$10.4M0.05%75,318CommonSOLE
040413106ANETEURARISTA NETWORKS INC$10.4M0.05%61,737CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$10.4M0.05%54,002CommonSOLE
422806109HEIHEICO CORP NEW$10.4M0.05%60,527CommonSOLE
922908744VTVVANGUARD INDEX FDS$10.3M0.05%74,800CommonSOLE
78464A359CWBSPDR SER TR$10.3M0.05%153,407CommonSOLE
665859104NTRSNORTHERN TR CORP$10.3M0.05%116,333CommonSOLE
101121101BXPBOSTON PROPERTIES INC$10.2M0.05%188,561CommonSOLE
15135B101CNCCENTENE CORP DEL$10.2M0.05%161,397CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$10.2M0.05%674,438CommonSOLE
47215P106JDJD.COM INC$10.1M0.05%229,388CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$10.0M0.05%104,156CommonSOLE
285512109EAELECTRONIC ARTS INC$9.9M0.05%82,430CommonSOLE
46429B291QLTAISHARES TR$9.9M0.05%206,500CommonSOLE
281020107EIXEDISON INTL$9.7M0.05%137,171CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$9.6M0.05%126,679CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9.6M0.05%68,284CommonSOLE
988498101YUMYUM BRANDS INC$9.6M0.05%72,632CommonSOLE
969457100WMBWILLIAMS COS INC$9.6M0.05%321,056CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9.5M0.05%12,952CommonSOLE
42226K105HRHEALTHCARE RLTY TR$9.5M0.05%491,827CommonSOLE
78468R622JNKSPDR SER TR$9.5M0.05%101,933CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$9.4M0.05%47,960CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9.4M0.05%537,025CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$9.4M0.05%206,738CommonSOLE
892672106TWTRADEWEB MKTS INC$9.4M0.05%118,650CommonSOLE
42809H107HESHESS CORP$9.4M0.05%70,662CommonSOLE
46266C105IQVIQVIA HLDGS INC$9.3M0.05%46,709CommonSOLE
679295105OKTAOKTA INC$9.2M0.05%106,429CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$9.1M0.05%149,227CommonSOLE
29355A107ENPHENPHASE ENERGY INC$9.0M0.05%42,959CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$9.0M0.05%106,416CommonSOLE
81181C104SEAGEN INC$9.0M0.05%44,305CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8.9M0.05%143,218CommonSOLE
311900104FASTFASTENAL CO$8.9M0.05%165,792CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$8.8M0.05%248,574CommonSOLE
231021106CMICUMMINS INC$8.8M0.05%36,656CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$8.8M0.05%5,722CommonSOLE
637417106NNNNATIONAL RETAIL PROPERTIES I$8.6M0.05%195,861CommonSOLE
03076C106AMPAMERIPRISE FINL INC$8.6M0.05%28,206CommonSOLE
40434L105HPQHP INC$8.6M0.05%294,040CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$8.6M0.05%28,377CommonSOLE
681919106OMCOMNICOM GROUP INC$8.6M0.05%91,422CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$8.6M0.05%61,971CommonSOLE
92939U106WECWEC ENERGY GROUP INC$8.6M0.05%90,512CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8.5M0.04%54,185CommonSOLE
031100100AMEAMETEK INC$8.5M0.04%58,529CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$8.5M0.04%293,805CommonSOLE
34959J108FTVFORTIVE CORP$8.4M0.04%123,752CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$8.4M0.04%16,713CommonSOLE
03662Q105AKXANSYS INC$8.3M0.04%24,807CommonSOLE
744320102PRUPRUDENTIAL FINL INC$8.2M0.04%99,110CommonSOLE
45104G104IBNICICI BANK LIMITED$8.2M0.04%379,190CommonSOLE
761152107RMDRESMED INC$8.1M0.04%37,007CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$8.0M0.04%282,510CommonSOLE
22160N109CSGPCOSTAR GROUP INC$8.0M0.04%115,975CommonSOLE
487836108KKELLOGG CO$7.9M0.04%118,595CommonSOLE
45337C102INCYINCYTE CORP$7.9M0.04%109,318CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.9M0.04%20,997CommonSOLE
941848103WATWATERS CORP$7.9M0.04%25,390CommonSOLE
337932107FEFIRSTENERGY CORP$7.8M0.04%194,335CommonSOLE
436440101HO1HOLOGIC INC$7.8M0.04%96,117CommonSOLE
760759100RSGREPUBLIC SVCS INC$7.7M0.04%56,819CommonSOLE
464287226AGGISHARES TR$7.6M0.04%75,970CommonSOLE
464287200IVVISHARES TR$7.6M0.04%18,405CommonSOLE
219350105GLWCORNING INC$7.6M0.04%214,302CommonSOLE
406216101HALHALLIBURTON CO$7.5M0.04%238,512CommonSOLE
277276101EGPEASTGROUP PPTYS INC$7.5M0.04%45,630CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$7.5M0.04%91,207CommonSOLE
443573100HUBSHUBSPOT INC$7.4M0.04%17,375CommonSOLE
278642103EBAYEBAY INC.$7.4M0.04%167,296CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$7.4M0.04%52,365CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$7.4M0.04%344,100CommonSOLE
303250104FICOFAIR ISAAC CORP$7.4M0.04%10,494CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$7.4M0.04%138,490CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.4M0.04%56,969CommonSOLE
48251W104KKRKKR & CO INC$7.3M0.04%139,809CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$7.3M0.04%54,584CommonSOLE
682680103OKEONEOK INC NEW$7.3M0.04%115,016CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$7.3M0.04%87,379CommonSOLE
464285204IAUISHARES GOLD TR$7.3M0.04%195,050CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$7.3M0.04%49,556CommonSOLE
256163106DOCUDOCUSIGN INC$7.3M0.04%124,396CommonSOLE
857477103STTSTATE STR CORP$7.2M0.04%95,599CommonSOLE
98419M100XYLXYLEM INC$7.2M0.04%69,065CommonSOLE
37940X102GPNGLOBAL PMTS INC$7.2M0.04%68,657CommonSOLE
85254J102STAGSTAG INDL INC$7.2M0.04%212,398CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$7.1M0.04%27,339CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$7.1M0.04%72,118CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$7.1M0.04%21,301CommonSOLE
134429109CPBCAMPBELL SOUP CO$7.1M0.04%128,781CommonSOLE
911363109URIUNITED RENTALS INC$7.1M0.04%17,871CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.0M0.04%68,985CommonSOLE
00130H105AESAES CORP$6.9M0.04%286,802CommonSOLE
380237107GDDYGODADDY INC$6.9M0.04%88,776CommonSOLE
538034AU3LYV 2 02/15/25LIVE NATION ENTERTAINMENT IN$6.8M0.04%7,000,000CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$6.8M0.04%34,327CommonSOLE
521865204LEALEAR CORP$6.8M0.04%48,729CommonSOLE
008492100ADCAGREE RLTY CORP$6.8M0.04%98,900CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$6.7M0.04%246,020CommonSOLE
928563402VMWAVMWARE INC$6.7M0.04%53,358CommonSOLE
50212V100LPLALPL FINL HLDGS INC$6.6M0.03%32,787CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$6.6M0.03%49,438CommonSOLE
96145D105WRKUSDWESTROCK CO$6.6M0.03%216,883CommonSOLE
72919P202PLUGPLUG POWER INC$6.6M0.03%563,054CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6.6M0.03%28,242CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$6.5M0.03%48,245CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$6.5M0.03%788,529CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6.5M0.03%95,142CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6.4M0.03%102,088CommonSOLE
294429105EFXEQUIFAX INC$6.4M0.03%31,669CommonSOLE
88339J105TTDTHE TRADE DESK INC$6.4M0.03%104,632CommonSOLE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$6.1M0.03%154,073CommonSOLE
722304102PDDPDD HOLDINGS INC$6.1M0.03%80,407CommonSOLE
69331C108PCGPG&E CORP$6.1M0.03%377,355CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$6.1M0.03%34,519CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$6.0M0.03%198,309CommonSOLE
12504L109CBRECBRE GROUP INC$6.0M0.03%81,800CommonSOLE
87612G101TRGPTARGA RES CORP$5.9M0.03%81,386CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$5.9M0.03%64,521CommonSOLE
45687V106IRINGERSOLL RAND INC$5.9M0.03%101,725CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$5.9M0.03%84,678CommonSOLE
929160109VMCVULCAN MATLS CO$5.8M0.03%34,056CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$5.8M0.03%162,506CommonSOLE
023608102AEEAMEREN CORP$5.8M0.03%66,833CommonSOLE
29364G103ETRENTERGY CORP NEW$5.8M0.03%53,419CommonSOLE
23804L103DDOGDATADOG INC$5.7M0.03%78,898CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5.7M0.03%359,294CommonSOLE
55261F104MTBM & T BK CORP$5.7M0.03%47,786CommonSOLE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$5.7M0.03%52,320CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$5.5M0.03%97,196CommonSOLE
233331107DTEDTE ENERGY CO$5.5M0.03%50,055CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5.5M0.03%15,397CommonSOLE
316773100FITBFIFTH THIRD BANCORP$5.4M0.03%204,561CommonSOLE
192422103CGNXCOGNEX CORP$5.4M0.03%109,440CommonSOLE
69351T106PPLPPL CORP$5.4M0.03%193,797CommonSOLE
336433107FSLRFIRST SOLAR INC$5.4M0.03%24,717CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$5.4M0.03%23,401CommonSOLE
46434G772EWTISHARES INC$5.3M0.03%116,700CommonSOLE
55405YAB6MTSI 0.25 03/15/26MACOM TECH SOLUTIONS HLDGS I$5.3M0.03%5,000,000CommonSOLE
071813109BAXBAXTER INTL INC$5.3M0.03%129,905CommonSOLE
858119100STLDSTEEL DYNAMICS INC$5.3M0.03%46,557CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$5.2M0.03%11,650CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$5.2M0.03%57,940CommonSOLE
73278L105POOLPOOL CORP$5.2M0.03%15,120CommonSOLE
49803T300KRGKITE RLTY GROUP TR$5.2M0.03%247,120CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$5.1M0.03%89,315CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$5.1M0.03%22,898CommonSOLE
92343E102VRSNVERISIGN INC$5.1M0.03%23,916CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$5.0M0.03%5,000,000CommonSOLE
88146M101TRNOTERRENO RLTY CORP$4.9M0.03%76,350CommonSOLE
92189F676SMHVANECK ETF TRUST$4.9M0.03%18,700CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4.9M0.03%167,014CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4.9M0.03%41,131CommonSOLE
G8473T100STESTERIS PLC$4.9M0.03%25,516CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4.8M0.03%54,112CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4.8M0.03%30,745CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4.8M0.02%63,925CommonSOLE
631103108NDAQNASDAQ INC$4.7M0.02%85,948CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.7M0.02%50,344CommonSOLE
216648402COOPER COS INC$4.6M0.02%12,452CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.6M0.02%249,321CommonSOLE
205887102CAGCONAGRA BRANDS INC$4.6M0.02%122,974CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$4.6M0.02%62,429CommonSOLE
125896100CMSCMS ENERGY CORP$4.6M0.02%75,100CommonSOLE
902494103TSNTYSON FOODS INC$4.6M0.02%77,655CommonSOLE
40415F101HDBHDFC BANK LTD$4.6M0.02%68,400CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$4.5M0.02%4,000,000CommonSOLE
086516101BBYBEST BUY INC$4.5M0.02%57,285CommonSOLE
45167R104IEXIDEX CORP$4.5M0.02%19,361CommonSOLE
464288281EMBISHARES TR$4.5M0.02%51,831CommonSOLE
058498106BALLBALL CORP$4.4M0.02%79,315CommonSOLE
29414B104EPAMEPAM SYS INC$4.3M0.02%14,507CommonSOLE
880770102TERTERADYNE INC$4.3M0.02%40,024CommonSOLE

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.