MondegarAI
NOMURA ASSET MANAGEMENT CO LTD

Q4 2024 · 13F-HR

NOMURA ASSET MANAGEMENT CO LTDholdings as filed

Filed 2025-02-12 · accession 0001140361-25-003951

$33.24B
Reported value
1,738
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1738

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.31B6.95%17,200,404CommonSOLE
037833100AAPLAPPLE INC$1.63B4.92%6,526,380CommonSOLE
594918104MSFTMICROSOFT CORP$1.61B4.84%3,812,711CommonSOLE
11135F101AVGOBROADCOM INC$1.19B3.58%5,131,284CommonSOLE
023135106AMZNAMAZON.COM INC$965.5M2.90%4,400,725CommonSOLE
02079K305GOOGLALPHABET INC-CL A$621.4M1.87%3,282,564CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$528.0M1.59%901,712CommonSOLE
02079K107GOOGALPHABET INC-CL C$511.3M1.54%2,684,982CommonSOLE
88160R101TSLATESLA INC$441.6M1.33%1,093,572CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$398.6M1.20%756,911CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$364.1M1.10%719,725CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$290.1M0.87%1,210,220CommonSOLE
532457108LLYELI LILLY & CO$272.2M0.82%352,620CommonSOLE
92826C839VVISA INC-CLASS A SHARES$261.3M0.79%826,929CommonSOLE
747525103QCOMQUALCOMM INC$254.8M0.77%1,658,494CommonSOLE
931142103WMTWALMART INC$234.4M0.71%2,594,400CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$231.8M0.70%2,098,922CommonSOLE
30231G102XOMEXXON MOBIL CORP$228.6M0.69%2,125,575CommonSOLE
478160104JNJJOHNSON & JOHNSON$223.7M0.67%1,547,095CommonSOLE
68389X105ORCLORACLE CORP$218.2M0.66%1,309,207CommonSOLE
00287Y109ABBVABBVIE INC$209.4M0.63%1,178,469CommonSOLE
482480100KLACKLA CORP$201.8M0.61%320,239CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$189.9M0.57%419,004CommonSOLE
595112103MUMICRON TECHNOLOGY INC$189.8M0.57%2,255,000CommonSOLE
437076102HDHOME DEPOT INC$189.0M0.57%485,899CommonSOLE
79466L302CRMSALESFORCE INC$188.8M0.57%564,783CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$188.5M0.57%205,714CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$187.1M0.56%1,115,797CommonSOLE
038222105AMATAPPLIED MATLS INC$170.6M0.51%1,048,864CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$163.4M0.49%314,069CommonSOLE
713448108PEPPEPSICO INC$160.9M0.48%1,058,359CommonSOLE
040413205ANETARISTA NETWORKS INC$160.5M0.48%1,451,968CommonSOLE
74340W103PLDPROLOGIS INC.$157.7M0.47%1,491,714CommonSOLE
65339F101NEENEXTERA ENERGY INC$157.0M0.47%2,189,796CommonSOLE
64110L106NFLXNETFLIX INC$155.6M0.47%174,544CommonSOLE
743315103PGRPROGRESSIVE CORP$153.6M0.46%641,190CommonSOLE
29444U700EQIXEQUINIX INC$150.6M0.45%159,718CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$148.5M0.45%2,509,062CommonSOLE
58933Y105MRKMERCK & CO. INC.$148.4M0.45%1,491,939CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$147.2M0.44%282,103CommonSOLE
166764100CVXCHEVRON CORP NEW$144.2M0.43%995,798CommonSOLE
81762P102NOWSERVICENOW INC$139.4M0.42%131,494CommonSOLE
95040Q104WELLWELLTOWER INC$139.2M0.42%1,104,703CommonSOLE
718172109PMPHILIP MORRIS INTL INC$137.9M0.41%1,145,720CommonSOLE
075887109BDXBECTON DICKINSON & CO$136.2M0.41%600,202CommonSOLE
78409V104SPGIS&P GLOBAL INC$135.2M0.41%271,405CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$133.2M0.40%4,122,613CommonSOLE
00724F101ADBEADOBE INC$133.2M0.40%299,512CommonSOLE
580135101MCDMCDONALDS CORP$131.7M0.40%454,320CommonSOLE
191216100KOCOCA-COLA CO/THE$130.1M0.39%2,089,351CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$127.7M0.38%1,618,127CommonSOLE
002824100ABTABBOTT LABS$126.7M0.38%1,119,777CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$120.2M0.36%641,220CommonSOLE
G7S00T104PNRPENTAIR PLC$119.7M0.36%1,189,345CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$118.7M0.36%1,329,144CommonSOLE
060505104BACBANK OF AMERICA CORP$115.0M0.35%2,616,071CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$113.3M0.34%1,877,723CommonSOLE
58155Q103MCKMCKESSON CORP$112.9M0.34%198,087CommonSOLE
149123101CATCATERPILLAR INC$109.9M0.33%302,950CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$109.2M0.33%496,954CommonSOLE
756109104OREALTY INCOME CORP$109.2M0.33%2,045,268CommonSOLE
949746101WMT2WELLS FARGO CO NEW$105.9M0.32%1,507,766CommonSOLE
G54950103LINLINDE PLC$103.5M0.31%247,173CommonSOLE
438516106HONHONEYWELL INTL INC$103.0M0.31%456,162CommonSOLE
82452J109FOURSHIFT4 PMTS INC$100.3M0.30%966,744CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$99.9M0.30%332,324CommonSOLE
55354G100MSCIMSCI INC$99.7M0.30%166,148CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$98.9M0.30%213,992CommonSOLE
172908105CTASCINTAS CORP$96.6M0.29%528,702CommonSOLE
G5960L103MDTMEDTRONIC PLC$93.7M0.28%1,172,588CommonSOLE
831865209AOSSMITH A O CORP$93.3M0.28%1,368,443CommonSOLE
94106L109WMWASTE MGMT INC DEL$92.2M0.28%456,895CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$92.1M0.28%324,359CommonSOLE
548661107LOWLOWES COS INC$90.9M0.27%368,171CommonSOLE
253868103DLRDIGITAL RLTY TR INC$89.7M0.27%505,977CommonSOLE
464288257ACWIISHARES TR$88.7M0.27%755,031CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$88.5M0.27%732,382CommonSOLE
031162100AMGNAMGEN INC$88.2M0.27%338,525CommonSOLE
09290D101BLKBLACKROCK INC$87.4M0.26%85,267CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$87.0M0.26%505,408CommonSOLE
49177J102KVUEKENVUE INC$84.4M0.25%3,955,483CommonSOLE
704326107PAYXPAYCHEX INC$81.5M0.25%581,529CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$80.0M0.24%880,132CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$79.8M0.24%139,396CommonSOLE
375558103GILDGILEAD SCIENCES INC$79.8M0.24%863,563CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$79.7M0.24%272,251CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$79.4M0.24%436,439CommonSOLE
217204106CPRTCOPART INC$78.7M0.24%1,370,456CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$78.3M0.24%368,711CommonSOLE
025816109AXPAMERICAN EXPRESS CO$77.8M0.23%262,064CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$77.4M0.23%219,886CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$76.7M0.23%342,715CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$76.4M0.23%255,039CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$76.0M0.23%262,188CommonSOLE
892672106TWTRADEWEB MKTS INC$73.0M0.22%557,423CommonSOLE
682189105ONON SEMICONDUCTOR CORP$72.9M0.22%1,156,992CommonSOLE
254687106DISWALT DISNEY CO/THE$72.9M0.22%655,112CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$72.3M0.22%212,655CommonSOLE
H1467J104CBCHUBB LIMITED$72.0M0.22%260,483CommonSOLE
907818108UNPUNION PACIFIC CORP$71.8M0.22%314,862CommonSOLE
12514G108CDWCDW CORP/DE$71.7M0.22%412,071CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$71.5M0.22%1,264,072CommonSOLE
09260D107BXBLACKSTONE INC$70.7M0.21%410,326CommonSOLE
20825C104COPCONOCOPHILLIPS$68.8M0.21%693,772CommonSOLE
12572Q105CMECME GROUP INC$68.8M0.21%296,073CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$67.8M0.20%267,342CommonSOLE
126650100CVSCVS HEALTH CORP$67.1M0.20%1,494,378CommonSOLE
98980G102ZSZSCALER INC$66.4M0.20%368,233CommonSOLE
297178105ESSESSEX PPTY TR INC$66.4M0.20%232,714CommonSOLE
291011104EMREMERSON ELEC CO$66.1M0.20%533,470CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$65.9M0.20%92,514CommonSOLE
778296103ROSTROSS STORES INC$64.5M0.19%426,704CommonSOLE
00206R102TAT&T INC$64.1M0.19%2,813,545CommonSOLE
369604301GEGE AEROSPACE$63.4M0.19%379,988CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$63.3M0.19%12,745CommonSOLE
172967424CCITIGROUP INC$61.6M0.19%874,714CommonSOLE
G0403H108AONAON PLC-CLASS A$60.9M0.18%169,593CommonSOLE
902973304USBUS BANCORP DEL$60.4M0.18%1,262,736CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$60.3M0.18%149,799CommonSOLE
87612E106TGTTARGET CORP$60.1M0.18%444,954CommonSOLE
20030N101CMCSACOMCAST CORP NEW$59.9M0.18%1,597,135CommonSOLE
278865100ECLECOLAB INC$59.8M0.18%255,315CommonSOLE
88339J105TTDTHE TRADE DESK INC$59.7M0.18%508,079CommonSOLE
235851102DHRDANAHER CORPORATION$59.4M0.18%258,905CommonSOLE
461202103INTUINTUIT$58.5M0.18%93,097CommonSOLE
871829107SYYSYSCO CORP$57.9M0.17%757,585CommonSOLE
001055102AFLAFLAC INC$57.9M0.17%559,881CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$57.4M0.17%1,434,559CommonSOLE
384802104GWWGRAINGER W W INC$57.3M0.17%54,405CommonSOLE
617446448MSMORGAN STANLEY$57.3M0.17%455,922CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$57.1M0.17%289,194CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$56.8M0.17%433,713CommonSOLE
48251W104KKRKKR & CO INC$56.6M0.17%382,793CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$56.6M0.17%448,905CommonSOLE
311900104FASTFASTENAL CO$55.8M0.17%775,692CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$55.8M0.17%471,625CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$55.7M0.17%107,146CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$55.4M0.17%480,306CommonSOLE
G29183103ETNEATON CORP PLC$55.3M0.17%166,742CommonSOLE
88579Y101MMM3M CO$54.6M0.16%423,178CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$53.7M0.16%709,512CommonSOLE
863667101SYKSTRYKER CORPORATION$53.6M0.16%148,892CommonSOLE
369550108GDGENERAL DYNAMICS CORP$52.6M0.16%199,731CommonSOLE
34959E109FTNTFORTINET INC$52.5M0.16%555,572CommonSOLE
032654105ADIANALOG DEVICES INC$52.4M0.16%246,630CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$51.4M0.15%343,370CommonSOLE
04626A103ALABASTERA LABS INC$50.9M0.15%384,056CommonSOLE
189054109CLXCLOROX CO DEL$50.8M0.15%312,666CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$50.7M0.15%230,701CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$50.0M0.15%446,922CommonSOLE
46284V101IRMIRON MTN INC DEL$49.9M0.15%474,591CommonSOLE
88162G103TTEKTETRA TECH INC NEW$49.8M0.15%1,249,141CommonSOLE
925652109VICIVICI PPTYS INC$49.7M0.15%1,700,937CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$49.4M0.15%471,650CommonSOLE
872590104TMUST-MOBILE US INC$49.3M0.15%223,233CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$49.2M0.15%435,324CommonSOLE
36828A101GEVGE VERNOVA INC$49.1M0.15%149,167CommonSOLE
872540109TJXTJX COS INC NEW$49.0M0.15%405,555CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$48.3M0.15%229,325CommonSOLE
260003108DOVDOVER CORP$47.5M0.14%253,376CommonSOLE
172062101CINFCINCINNATI FINL CORP$47.5M0.14%330,570CommonSOLE
05464C101AXONAXON ENTERPRISE INC$47.3M0.14%79,606CommonSOLE
717081103PFEPFIZER INC$46.5M0.14%1,751,063CommonSOLE
571903202MARMARRIOTT INTL INC NEW$46.4M0.14%166,406CommonSOLE
75513E101RTXRTX CORPORATION$46.3M0.14%399,825CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$46.1M0.14%571,005CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$45.8M0.14%139,788CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$45.8M0.14%198,354CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$45.7M0.14%1,529,779CommonSOLE
049560105ATOATMOS ENERGY CORP$45.6M0.14%327,636CommonSOLE
372460105GPCGENUINE PARTS CO$45.5M0.14%389,487CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$45.4M0.14%752,677CommonSOLE
89417E109TRVTRAVELERS COS INC/THE$45.2M0.14%187,677CommonSOLE
693506107PPGPPG INDS INC$45.1M0.14%377,705CommonSOLE
115236101BROBROWN & BROWN INC$45.1M0.14%441,693CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$44.4M0.13%269,113CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$44.3M0.13%428,776CommonSOLE
670346105NUENUCOR CORP$44.1M0.13%377,911CommonSOLE
74762E102QUREQUANTA SVCS INC$44.0M0.13%139,263CommonSOLE
097023105BABOEING CO$43.7M0.13%247,118CommonSOLE
209115104EDCONSOLIDATED EDISON INC$43.7M0.13%489,495CommonSOLE
579780206MKCMCCORMICK & CO INC$43.6M0.13%572,006CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$43.2M0.13%389,836CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$42.9M0.13%848,364CommonSOLE
440452100HRLHORMEL FOODS CORP$42.3M0.13%1,348,155CommonSOLE
512807306LRCXLAM RESEARCH CORP$41.8M0.13%578,510CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$41.5M0.12%782,788CommonSOLE
654106103NKENIKE INC -CL B$41.5M0.12%548,341CommonSOLE
693718108PCARPACCAR INC$41.3M0.12%397,236CommonSOLE
354613101BENFRANKLIN RESOURCES INC$41.1M0.12%2,026,650CommonSOLE
832696405SJMSMUCKER J M CO$40.6M0.12%368,322CommonSOLE
609207105MDLZMONDELEZ INTL INC$40.3M0.12%674,627CommonSOLE
92276F100VTRVENTAS INC$39.8M0.12%675,633CommonSOLE
29476L107EQREQUITY RESIDENTIAL$39.7M0.12%552,780CommonSOLE
012653101ALBALBEMARLE CORP$38.4M0.12%445,745CommonSOLE
46435G474FALNISHARES TR$38.0M0.11%1,421,084CommonSOLE
45784P101PODDINSULET CORP$37.9M0.11%145,199CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$37.5M0.11%77,205CommonSOLE
G8068L108SNSHARKNINJA INC$37.5M0.11%385,254CommonSOLE
655663102NDSNNORDSON CORP$37.4M0.11%178,727CommonSOLE
G0250X107AMCRAMCOR PLC$37.2M0.11%3,948,702CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE -SPN ADR$36.9M0.11%3,406,204CommonSOLE
02209S103MOALTRIA GROUP INC$36.8M0.11%703,929CommonSOLE
464287200IVVISHARES TR$35.8M0.11%60,765CommonSOLE
337738108FISVFISERV INC$35.0M0.11%170,170CommonSOLE
855244109SBUXSTARBUCKS CORP$34.9M0.11%382,507CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$34.8M0.10%470,878CommonSOLE
92537N108VRTVERTIV HOLDINGS CO-A$34.5M0.10%303,717CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$34.5M0.10%429,129CommonSOLE
G87052109TELTE CONNECTIVITY PLC$34.4M0.10%240,749CommonSOLE
244199105DEDEERE & CO$33.4M0.10%78,851CommonSOLE
04010L103ARCCARES CAPITAL CORP$33.1M0.10%1,510,691CommonSOLE
458140100INTCINTEL CORP$32.9M0.10%1,639,286CommonSOLE
30161N101EXCEXELON CORP$32.5M0.10%863,326CommonSOLE
115637209BF/BBROWN FORMAN CORP$32.3M0.10%851,191CommonSOLE
26875P101EOGEOG RES INC$32.3M0.10%263,449CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$32.0M0.10%557,437CommonSOLE
615369105MCOMOODYS CORP$31.6M0.10%66,756CommonSOLE
125523100CITHE CIGNA GROUP$31.0M0.09%112,113CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$30.4M0.09%25,605CommonSOLE
922908744VTVVANGUARD INDEX FDS$30.2M0.09%178,300CommonSOLE
55955D100MGNIMAGNITE INC$29.8M0.09%1,873,835CommonSOLE
46187W107INVHINVITATION HOMES INC$29.8M0.09%932,807CommonSOLE
G25508105CRHCRH PLC$29.1M0.09%314,654CommonSOLE
842587107SOSOUTHERN CO$29.1M0.09%353,358CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$29.1M0.09%399,271CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$29.0M0.09%187,781CommonSOLE
98978V103ZTSZOETIS INC$28.7M0.09%176,033CommonSOLE
127097103CTRACOTERRA ENERGY INC$28.6M0.09%1,121,270CommonSOLE
303250104FICOFAIR ISAAC CORP$28.5M0.09%14,306CommonSOLE
871607107SNPSSYNOPSYS INC$28.4M0.09%58,615CommonSOLE
46434V407SHYGISHARES TR$28.4M0.09%667,200CommonSOLE
98419M100XYLXYLEM INC$28.4M0.09%244,956CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$28.2M0.08%330,039CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$28.1M0.08%260,547CommonSOLE
550021109LULULULULEMON ATHLETICA INC$27.7M0.08%72,510CommonSOLE
833445109SNOWSNOWFLAKE INC$27.7M0.08%179,133CommonSOLE
036752103ELVELEVANCE HEALTH INC$27.6M0.08%74,934CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$27.1M0.08%412,299CommonSOLE
45168D104IDXXIDEXX LABS INC$26.9M0.08%65,121CommonSOLE
052769106ADSKAUTODESK INC$26.6M0.08%90,067CommonSOLE
23804L103DDOGDATADOG INC$26.5M0.08%185,280CommonSOLE
422806109HEIHEICO CORP NEW$26.4M0.08%111,119CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$26.0M0.08%141,684CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$26.0M0.08%340,521CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$25.9M0.08%173,720CommonSOLE
58733R102MELIMERCADOLIBRE INC$25.9M0.08%15,218CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$25.8M0.08%75,381CommonSOLE
49446R109KIMKIMCO RLTY CORP$25.5M0.08%1,086,281CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$25.2M0.08%68,336CommonSOLE
032095101APHAMPHENOL CORP NEW$24.5M0.07%353,300CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$24.5M0.07%251,455CommonSOLE
701094104PHPARKER-HANNIFIN CORP$24.1M0.07%37,962CommonSOLE
866674104SUISUN CMNTYS INC$24.0M0.07%195,520CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$23.5M0.07%618,431CommonSOLE
22052L104CTVACORTEVA INC$23.4M0.07%410,844CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$23.2M0.07%120,496CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$23.1M0.07%1,140,961CommonSOLE
893641100TDGTRANSDIGM GROUP INC$23.0M0.07%18,111CommonSOLE
37045V100GMGENERAL MTRS CO$22.9M0.07%429,950CommonSOLE
443510607HUBBHUBBELL INC$22.1M0.07%52,830CommonSOLE
03831W108APPAPPLOVIN CORP$21.8M0.07%67,369CommonSOLE
03076C106AMPAMERIPRISE FINL INC$21.6M0.06%40,564CommonSOLE
852234103XYZBLOCK INC$21.4M0.06%251,675CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$21.3M0.06%119,489CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$21.2M0.06%440,586CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$21.2M0.06%45,199CommonSOLE
053332102AZOAUTOZONE INC$21.2M0.06%6,608CommonSOLE
98138H101WDAYWORKDAY INC$21.0M0.06%81,489CommonSOLE
902653104UDRUDR INC$21.0M0.06%483,824CommonSOLE
969457100WMBWILLIAMS COS INC$21.0M0.06%387,146CommonSOLE
126408103CSXCSX CORP$20.7M0.06%641,551CommonSOLE
366651107ITGARTNER INC$20.7M0.06%42,636CommonSOLE
682680103OKEONEOK INC NEW$20.4M0.06%203,656CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$20.4M0.06%319,044CommonSOLE
758849103REGREGENCY CTRS CORP$20.1M0.06%272,177CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$20.1M0.06%301,289CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$20.0M0.06%44,747CommonSOLE
231021106CMICUMMINS INC$20.0M0.06%57,412CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$19.9M0.06%1,138,443CommonSOLE
133131102CPTCAMDEN PPTY TR$19.9M0.06%171,731CommonSOLE
31428X106FDXFEDEX CORP$19.9M0.06%70,803CommonSOLE
501044101KRKROGER CO$19.9M0.06%325,585CommonSOLE
89832Q109TFCTRUIST FINL CORP$19.8M0.06%457,320CommonSOLE
48553T106BZKAZHUN LIMITED - ADR$19.6M0.06%1,420,382CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$19.5M0.06%82,785CommonSOLE
56585A102MPCMARATHON PETE CORP$19.4M0.06%138,914CommonSOLE
92936U109WPCWP CAREY INC$19.4M0.06%355,333CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$18.9M0.06%109,332CommonSOLE
009066101ABNBAIRBNB INC$18.9M0.06%143,851CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$18.9M0.06%504,023CommonSOLE
020002101ALLALLSTATE CORP$18.8M0.06%97,270CommonSOLE
806857108SLBSCHLUMBERGER LTD$18.7M0.06%486,618CommonSOLE
23331A109DHIDR HORTON INC$18.5M0.06%132,051CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$18.5M0.06%67,030CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$18.4M0.06%88,506CommonSOLE
911363109URIUNITED RENTALS INC$18.3M0.05%25,940CommonSOLE
81141R100SESEA LTD-ADR$18.1M0.05%170,527CommonSOLE
816851109SRESEMPRA$18.0M0.05%205,544CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$18.0M0.05%72,712CommonSOLE
25809K105DASHDOORDASH INC$17.9M0.05%106,803CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$17.5M0.05%228,137CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$17.5M0.05%79,233CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$17.5M0.05%638,186CommonSOLE
101121101BXPBXP INC$17.5M0.05%234,983CommonSOLE
03073E105CORCENCORA INC$17.4M0.05%77,572CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$17.3M0.05%188,003CommonSOLE
40412C101HCAHCA HEALTHCARE INC$17.3M0.05%57,635CommonSOLE
78464A359CWBSPDR SER TR$17.0M0.05%218,887CommonSOLE
46435U853USHYISHARES TR$17.0M0.05%462,300CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$16.8M0.05%218,225CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$16.5M0.05%222,584CommonSOLE
594972408MSTRMICROSTRATEGY INC$16.4M0.05%56,586CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$16.4M0.05%239,956CommonSOLE
16411R208LNGCHENIERE ENERGY INC$16.3M0.05%75,906CommonSOLE
91913Y100VLOVALERO ENERGY CORP$16.3M0.05%132,969CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$16.3M0.05%91,948CommonSOLE
78464A508SPYVSPDR SER TR$16.2M0.05%316,885CommonSOLE
256163106DOCUDOCUSIGN INC$16.1M0.05%179,453CommonSOLE
219350105GLWCORNING INC$16.1M0.05%338,475CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$16.0M0.05%216,517CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$15.7M0.05%66,907CommonSOLE
988498101YUMYUM BRANDS INC$15.7M0.05%116,666CommonSOLE
59156R108METMETLIFE INC$15.4M0.05%188,001CommonSOLE
526057104LENLENNAR CORP$15.2M0.05%111,523CommonSOLE
718546104PSXPHILLIPS 66$15.1M0.05%132,472CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$14.9M0.04%84,530CommonSOLE
929740108WABWABTEC$14.8M0.04%78,278CommonSOLE
46435G102ICVTISHARES TR$14.8M0.04%174,636CommonSOLE
25746U109DDOMINION ENERGY INC$14.8M0.04%273,999CommonSOLE
G6683N103NUNU HOLDINGS LTD/CAYMAN ISL-A$14.7M0.04%1,422,066CommonSOLE
87612G101TRGPTARGA RES CORP$14.7M0.04%82,512CommonSOLE
760759100RSGREPUBLIC SVCS INC$14.6M0.04%72,667CommonSOLE
98389B100XELXCEL ENERGY INC$14.4M0.04%212,765CommonSOLE
92840M102VSTVISTRA CORP$14.2M0.04%103,036CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$14.1M0.04%115,970CommonSOLE
456788108INFYINFOSYS LTD-SP ADR$14.0M0.04%640,781CommonSOLE
380237107GDDYGODADDY INC$14.0M0.04%70,994CommonSOLE
30040W108ESEVERSOURCE ENERGY$13.9M0.04%241,666CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$13.6M0.04%331,105CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$13.6M0.04%66,729CommonSOLE
278642103EBAYEBAY INC.$13.5M0.04%217,736CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$13.5M0.04%123,041CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$13.4M0.04%355,280CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$13.3M0.04%157,548CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$13.3M0.04%53,544CommonSOLE
40434L105HPQHP INC$13.3M0.04%406,185CommonSOLE
744320102PRUPRUDENTIAL FINL INC$13.2M0.04%111,117CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13.2M0.04%250,232CommonSOLE
229663109CUBECUBESMART$13.1M0.04%305,102CommonSOLE
651639106NEMNEWMONT CORP$12.9M0.04%345,754CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$12.9M0.04%74,093CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$12.8M0.04%171,300CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$12.8M0.04%49,440CommonSOLE
345370860FFORD MTR CO$12.7M0.04%1,284,186CommonSOLE
443573100HUBSHUBSPOT INC$12.7M0.04%18,212CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$12.6M0.04%391,296CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12.4M0.04%113,055CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$12.3M0.04%71,789CommonSOLE
031100100AMEAMETEK INC$12.3M0.04%68,126CommonSOLE
12504L109CBRECBRE GROUP INC$12.3M0.04%93,315CommonSOLE
285512109EAELECTRONIC ARTS INC$12.2M0.04%83,635CommonSOLE
370334104GISGENERAL MLS INC$12.2M0.04%191,788CommonSOLE
69331C108PCGPG&E CORP$12.2M0.04%604,836CommonSOLE
049468101TEAMATLASSIAN CORPORATION$12.2M0.04%50,127CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$12.1M0.04%360,353CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$12.0M0.04%184,855CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$11.8M0.04%34,502CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$11.8M0.04%56,181CommonSOLE
22822V101CCICROWN CASTLE INC$11.8M0.04%129,846CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$11.8M0.04%150,331CommonSOLE
252131107DXCMDEXCOM INC$11.6M0.03%149,476CommonSOLE
92939U106WECWEC ENERGY GROUP INC$11.6M0.03%123,049CommonSOLE
427866108HSYHERSHEY CO$11.6M0.03%68,287CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$11.6M0.03%299,041CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$11.4M0.03%84,736CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$11.4M0.03%407,688CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$11.2M0.03%90,201CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP - ADR$11.2M0.03%982,928CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.2M0.03%68,070CommonSOLE
34959J108FTVFORTIVE CORP$11.1M0.03%148,575CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$11.1M0.03%35,555CommonSOLE
969904101WSMWILLIAMS SONOMA INC$11.1M0.03%60,018CommonSOLE
78468R408SJNKSPDR SER TR$11.1M0.03%438,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$11.0M0.03%118,882CommonSOLE
67077M108NTRNUTRIEN LTD$10.9M0.03%244,000CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$10.9M0.03%57,129CommonSOLE
42809H107HESHESS CORP$10.9M0.03%81,931CommonSOLE
45687V106IRINGERSOLL RAND INC$10.8M0.03%119,585CommonSOLE
62944T105NVRNVR INC$10.8M0.03%1,318CommonSOLE
G3265R107APTVAPTIV PLC$10.7M0.03%177,052CommonSOLE
46266C105IQVIQVIA HLDGS INC$10.7M0.03%54,290CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$10.6M0.03%57,385CommonSOLE
64110D104NTAPNETAPP INC$10.5M0.03%90,619CommonSOLE
281020107EIXEDISON INTL$10.5M0.03%130,887CommonSOLE
277276101EGPEASTGROUP PPTYS INC$10.4M0.03%64,940CommonSOLE
745867101PHMPULTE GROUP INC$10.4M0.03%95,439CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$10.4M0.03%8,489CommonSOLE
722304102PDDPDD HOLDINGS INC$10.3M0.03%106,628CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$10.3M0.03%111,488CommonSOLE
637417106NNNNNN REIT INC$10.2M0.03%249,794CommonSOLE
60937P106MDBMONGODB INC$10.1M0.03%43,574CommonSOLE
500754106KHCKRAFT HEINZ CO$10.1M0.03%329,716CommonSOLE
15135B101CNCCENTENE CORP DEL$10.1M0.03%166,576CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$10.1M0.03%9,119CommonSOLE
929160109VMCVULCAN MATLS CO$10.0M0.03%38,928CommonSOLE
29364G103ETRENTERGY CORP NEW$9.9M0.03%130,914CommonSOLE
761152107RMDRESMED INC$9.9M0.03%43,244CommonSOLE
631103108NDAQNASDAQ INC$9.9M0.03%127,591CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$9.8M0.03%34,356CommonSOLE
008492100ADCAGREE RLTY CORP$9.7M0.03%138,370CommonSOLE
880770102TERTERADYNE INC$9.7M0.03%77,314CommonSOLE
90384S303ULTAULTA BEAUTY INC$9.7M0.03%22,263CommonSOLE
345370CZ1F 0 03/15/26FORD MOTOR COMPAN ZCP 03/15/26$9.7M0.03%10,000,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$9.7M0.03%134,918CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$9.6M0.03%194,091CommonSOLE
H2906T109GRMNGARMIN LTD$9.6M0.03%46,417CommonSOLE
464288513HYGISHARES TR$9.6M0.03%121,586CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9.6M0.03%16,143CommonSOLE
487836108KKELLANOVA$9.5M0.03%117,899CommonSOLE
55261F104MTBM & T BK CORP$9.5M0.03%50,638CommonSOLE
03662Q105AKXANSYS INC$9.5M0.03%28,168CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.5M0.03%290,270CommonSOLE
69351T106PPLPPL CORP$9.5M0.03%292,396CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$9.5M0.03%18,360CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$9.5M0.03%73,532CommonSOLE
92343E102VRSNVERISIGN INC$9.4M0.03%45,290CommonSOLE
929042109VNOVORNADO RLTY TR$9.3M0.03%221,710CommonSOLE
294429105EFXEQUIFAX INC$9.3M0.03%36,561CommonSOLE
444859102HUMHUMANA INC$9.3M0.03%36,673CommonSOLE
518439104ELLAUDER ESTEE COS INC$9.3M0.03%123,806CommonSOLE
29084Q100EMEEMCOR GROUP INC$9.2M0.03%20,348CommonSOLE
20717M1038QRCONFLUENT INC$9.2M0.03%330,000CommonSOLE
268150109DTDYNATRACE INC$9.1M0.03%168,346CommonSOLE
922475108VEEVVEEVA SYS INC$9.1M0.03%43,105CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$9.0M0.03%58,145CommonSOLE
18915M107NETCLOUDFLARE INC$9.0M0.03%83,680CommonSOLE
857477103STTSTATE STR CORP$9.0M0.03%91,432CommonSOLE
504922105LHLABCORP HOLDINGS INC$8.9M0.03%39,014CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$8.9M0.03%416,960CommonSOLE
526107107LIILENNOX INTL INC$8.9M0.03%14,532CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$8.8M0.03%834,072CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$8.8M0.03%174,800CommonSOLE
436440101HO1HOLOGIC INC$8.8M0.03%121,417CommonSOLE
219948106CPAYCORPAY INC$8.7M0.03%25,810CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$8.7M0.03%161,709CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$8.7M0.03%239,601CommonSOLE
37940X102GPNGLOBAL PMTS INC$8.7M0.03%77,633CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$8.7M0.03%24,621CommonSOLE
260557103DOWDOW INC$8.7M0.03%216,292CommonSOLE
316773100FITBFIFTH THIRD BANCORP$8.7M0.03%205,254CommonSOLE
679295105OKTAOKTA INC$8.6M0.03%108,544CommonSOLE
086516101BBYBEST BUY INC$8.5M0.03%99,447CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8.3M0.03%72,950CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$8.3M0.02%175,305CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8.2M0.02%51,264CommonSOLE
941848103WATWATERS CORP$8.2M0.02%22,155CommonSOLE
337932107FEFIRSTENERGY CORP$8.2M0.02%206,197CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$8.2M0.02%78,520CommonSOLE
42226K105HRHEALTHCARE RLTY TR$8.2M0.02%482,970CommonSOLE
85254J102STAGSTAG INDL INC$8.2M0.02%241,940CommonSOLE
46436E718SGOVISHARES TR$8.2M0.02%81,500CommonSOLE
833034101SNASNAP ON INC$8.1M0.02%23,898CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$8.0M0.02%29,536CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$7.9M0.02%92,015CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.9M0.02%14,710CommonSOLE
125269100CFCF INDS HLDGS INC$7.9M0.02%92,184CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7.9M0.02%101,454CommonSOLE
142339100CSLCARLISLE COS INC$7.8M0.02%21,188CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$7.8M0.02%34,555CommonSOLE
46434G772EWTISHARES INC$7.8M0.02%150,600CommonSOLE
143658300CCL1EURCARNIVAL CORP$7.8M0.02%312,641CommonSOLE
92204A702VGTVANGUARD WORLD FD$7.8M0.02%12,471CommonSOLE
88146M101TRNOTERRENO RLTY CORP$7.8M0.02%131,090CommonSOLE
466313103JBLJABIL INC$7.7M0.02%53,613CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$7.7M0.02%53,667CommonSOLE
574599106MASMASCO CORP$7.6M0.02%105,266CommonSOLE
26884L109EQTEQT CORP$7.6M0.02%164,490CommonSOLE
233331107DTEDTE ENERGY CO$7.6M0.02%62,762CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$7.5M0.02%38,588CommonSOLE
771049103RBLXROBLOX CORP$7.5M0.02%129,800CommonSOLE
09062X103BIIBBIOGEN INC$7.5M0.02%49,092CommonSOLE
521865204LEALEAR CORP$7.5M0.02%79,268CommonSOLE
759509102RSRELIANCE INC$7.5M0.02%27,874CommonSOLE
406216101HALHALLIBURTON CO$7.5M0.02%274,515CommonSOLE
92338C103VLTOVERALTO CORP$7.5M0.02%73,184CommonSOLE
49803T300KRGKITE RLTY GROUP TR$7.4M0.02%294,090CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$7.4M0.02%236,670CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$7.3M0.02%342,150CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.3M0.02%53,626CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$7.3M0.02%448,050CommonSOLE
023608102AEEAMEREN CORP$7.2M0.02%80,596CommonSOLE
384109104GGGGRACO INC$7.2M0.02%85,012CommonSOLE
315616102FFIVF5 INC$7.1M0.02%28,197CommonSOLE
146869102CVNACARVANA CO$7.1M0.02%34,751CommonSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PAYMENTS$7.1M0.02%6,500,000CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$7.1M0.02%12,231CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7.0M0.02%37,801CommonSOLE
50212V100LPLALPL FINL HLDGS INC$7.0M0.02%21,328CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$6.9M0.02%310,938CommonSOLE

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.