MondegarAI
NOMURA ASSET MANAGEMENT CO LTD

Q3 2025 · 13F-HR

NOMURA ASSET MANAGEMENT CO LTDholdings as filed

Filed 2025-11-12 · accession 0001140361-25-041571

$38.31B
Reported value
1,728
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · NOMURA ASSET MANAGEMENT CO LTD · Q3 2025

AI · grounded in 13F

NOMURA ASSET MANAGEMENT CO LTD established a new position in NVDA valued at $3.3B. The fund also initiated new stakes in MSFT for $2.1B and AAPL for $1.8B. Additional new positions include AVGO at $1.8B and AMZN at $1.1B.

Holdings as filed

First 500 of 1728

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.35B8.74%17,946,392CommonSOLE
594918104MSFTMICROSOFT CORP$2.06B5.39%3,986,337CommonSOLE
037833100AAPLAPPLE INC$1.80B4.70%7,067,231CommonSOLE
11135F101AVGOBROADCOM INC$1.78B4.64%5,386,911CommonSOLE
023135106AMZNAMAZON COM INC$1.08B2.81%4,905,620CommonSOLE
30303M102METAMETA PLATFORMS INC$756.0M1.97%1,029,431CommonSOLE
02079K305GOOGLALPHABET INC$708.1M1.85%2,912,616CommonSOLE
02079K107GOOGALPHABET INC$633.7M1.65%2,602,117CommonSOLE
88160R101TSLATESLA INC$537.5M1.40%1,208,737CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$412.9M1.08%725,842CommonSOLE
595112103MUMICRON TECHNOLOGY INC$390.1M1.02%2,331,672CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$378.3M0.99%1,199,430CommonSOLE
478160104JNJJOHNSON & JOHNSON$281.3M0.73%1,517,150CommonSOLE
532457108LLYELI LILLY & CO$269.2M0.70%352,820CommonSOLE
68389X105ORCLORACLE CORP$267.1M0.70%949,690CommonSOLE
64110L106NFLXNETFLIX INC$261.8M0.68%218,383CommonSOLE
92826C839VVISA INC$261.4M0.68%765,608CommonSOLE
00287Y109ABBVABBVIE INC$255.3M0.67%1,102,519CommonSOLE
30231G102XOMEXXON MOBIL CORP$255.2M0.67%2,263,130CommonSOLE
17275R102CSCOCISCO SYS INC$247.3M0.65%3,614,958CommonSOLE
95040Q104WELLWELLTOWER INC$242.5M0.63%1,361,155CommonSOLE
931142103WMTWALMART INC$242.0M0.63%2,348,335CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$239.4M0.62%476,211CommonSOLE
743315103PGRPROGRESSIVE CORP$220.7M0.58%893,521CommonSOLE
437076102HDHOME DEPOT INC$197.5M0.52%487,304CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$195.7M0.51%211,412CommonSOLE
742718109PGPROCTER AND GAMBLE CO$191.6M0.50%1,246,714CommonSOLE
482480100KLACKLA CORP$191.2M0.50%177,276CommonSOLE
74340W103PLDPROLOGIS INC.$189.6M0.49%1,655,854CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$183.5M0.48%1,873,022CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$178.5M0.47%516,984CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$173.9M0.45%1,612,591CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$172.2M0.45%385,119CommonSOLE
79466L302CRMSALESFORCE INC$168.8M0.44%712,247CommonSOLE
191216100KOCOCA COLA CO$161.7M0.42%2,437,431CommonSOLE
81762P102NOWSERVICENOW INC$161.4M0.42%175,427CommonSOLE
713448108PEPPEPSICO INC$159.4M0.42%1,134,958CommonSOLE
166764100CVXCHEVRON CORP NEW$158.4M0.41%1,019,939CommonSOLE
747525103QCOMQUALCOMM INC$157.7M0.41%947,916CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$157.1M0.41%861,359CommonSOLE
65339F101NEENEXTERA ENERGY INC$154.6M0.40%2,047,555CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$154.2M0.40%317,979CommonSOLE
002824100ABTABBOTT LABS$148.2M0.39%1,106,748CommonSOLE
580135101MCDMCDONALDS CORP$140.6M0.37%462,540CommonSOLE
756109104OREALTY INCOME CORP$140.3M0.37%2,307,374CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$139.9M0.37%495,827CommonSOLE
718172109PMPHILIP MORRIS INTL INC$138.5M0.36%853,618CommonSOLE
29444U700EQIXEQUINIX INC$137.0M0.36%174,893CommonSOLE
149123101CATCATERPILLAR INC$135.5M0.35%283,941CommonSOLE
58155Q103MCKMCKESSON CORP$133.5M0.35%172,811CommonSOLE
060505104BACBANK AMERICA CORP$131.4M0.34%2,547,233CommonSOLE
78409V104SPGIS&P GLOBAL INC$125.7M0.33%258,322CommonSOLE
58933Y105MRKMERCK & CO INC$123.3M0.32%1,469,104CommonSOLE
G54950103LINLINDE PLC$122.5M0.32%257,957CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$120.3M0.31%388,480CommonSOLE
949746101WMT2WELLS FARGO CO NEW$118.5M0.31%1,413,429CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$112.9M0.29%698,013CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$112.7M0.29%122,401CommonSOLE
075887109BDXBECTON DICKINSON & CO$111.8M0.29%597,124CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$110.2M0.29%138,337CommonSOLE
369604301GEGE AEROSPACE$109.7M0.29%364,699CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$109.7M0.29%584,296CommonSOLE
G7S00T104PNRPENTAIR PLC$106.5M0.28%961,109CommonSOLE
038222105AMATAPPLIED MATLS INC$106.4M0.28%519,646CommonSOLE
36828A101GEVGE VERNOVA INC$106.0M0.28%172,442CommonSOLE
548661107LOWLOWES COS INC$102.4M0.27%407,325CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$102.3M0.27%291,263CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$101.9M0.27%3,908,687CommonSOLE
958102105WDCWESTERN DIGITAL CORP$100.8M0.26%839,939CommonSOLE
253868103DLRDIGITAL RLTY TR INC$99.8M0.26%577,524CommonSOLE
G5960L103MDTMEDTRONIC PLC$97.9M0.26%1,027,666CommonSOLE
464288257ACWIISHARES TR$97.6M0.25%706,200CommonSOLE
94106L109WMWASTE MGMT INC DEL$97.4M0.25%440,984CommonSOLE
025816109AXPAMERICAN EXPRESS CO$96.6M0.25%290,706CommonSOLE
438516106HONHONEYWELL INTL INC$96.2M0.25%456,949CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$94.4M0.25%463,652CommonSOLE
375558103GILDGILEAD SCIENCES INC$93.0M0.24%837,585CommonSOLE
461202103INTUINTUIT$92.5M0.24%135,454CommonSOLE
872540109TJXTJX COS INC NEW$89.8M0.23%621,101CommonSOLE
172967424CCITIGROUP INC$89.8M0.23%884,379CommonSOLE
12572Q105CMECME GROUP INC$88.2M0.23%326,334CommonSOLE
031162100AMGNAMGEN INC$87.3M0.23%309,214CommonSOLE
09290D101BLKBLACKROCK INC$86.9M0.23%74,545CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$85.9M0.22%880,245CommonSOLE
18915M107NETCLOUDFLARE INC$84.6M0.22%394,193CommonSOLE
831865209AOSSMITH A O CORP$83.4M0.22%1,136,389CommonSOLE
172908105CTASCINTAS CORP$83.1M0.22%404,810CommonSOLE
032654105ADIANALOG DEVICES INC$83.0M0.22%337,886CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$80.9M0.21%275,796CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$80.9M0.21%280,057CommonSOLE
617446448MSMORGAN STANLEY$80.2M0.21%504,435CommonSOLE
040413205ANETARISTA NETWORKS INC$79.9M0.21%548,522CommonSOLE
254687106DISDISNEY WALT CO$79.9M0.21%697,566CommonSOLE
H1467J104CBCHUBB LIMITED$79.7M0.21%282,445CommonSOLE
88339J105TTDTHE TRADE DESK INC$79.5M0.21%1,622,955CommonSOLE
00206R102TAT&T INC$79.3M0.21%2,809,136CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$79.1M0.21%283,377CommonSOLE
872590104TMUST-MOBILE US INC$78.8M0.21%329,109CommonSOLE
82452J109FOURSHIFT4 PMTS INC$78.2M0.20%1,010,360CommonSOLE
00724F101ADBEADOBE INC$78.1M0.20%221,340CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$76.9M0.20%222,062CommonSOLE
907818108UNPUNION PAC CORP$75.4M0.20%318,854CommonSOLE
75513E101RTXRTX CORPORATION$74.6M0.19%446,046CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$73.4M0.19%13,591CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$73.3M0.19%222,729CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$72.9M0.19%148,698CommonSOLE
09260D107BXBLACKSTONE INC$72.9M0.19%426,672CommonSOLE
512807306LRCXLAM RESEARCH CORP$70.8M0.18%529,025CommonSOLE
863667101SYKSTRYKER CORPORATION$70.7M0.18%191,180CommonSOLE
833445109SNOWSNOWFLAKE INC$70.6M0.18%313,118CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$70.4M0.18%880,048CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$70.3M0.18%430,228CommonSOLE
278865100ECLECOLAB INC$69.6M0.18%254,100CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$69.2M0.18%1,574,042CommonSOLE
46434V407SHYGISHARES TR$68.6M0.18%1,585,000CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$68.6M0.18%623,532CommonSOLE
98978V103ZTSZOETIS INC$68.5M0.18%468,480CommonSOLE
369550108GDGENERAL DYNAMICS CORP$68.1M0.18%199,770CommonSOLE
009158106APDAIR PRODS & CHEMS INC$67.5M0.18%247,537CommonSOLE
126650100CVSCVS HEALTH CORP$66.9M0.17%887,157CommonSOLE
297178105ESSESSEX PPTY TR INC$66.7M0.17%249,111CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$65.9M0.17%464,562CommonSOLE
03831W108APPAPPLOVIN CORP$64.8M0.17%90,190CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$64.4M0.17%246,825CommonSOLE
98980G102ZSZSCALER INC$63.4M0.17%211,639CommonSOLE
902973304USBUS BANCORP DEL$63.4M0.17%1,311,918CommonSOLE
882508104TXNTEXAS INSTRS INC$63.3M0.17%344,623CommonSOLE
001055102AFLAFLAC INC$63.3M0.17%566,841CommonSOLE
892672106TWTRADEWEB MKTS INC$63.2M0.17%569,838CommonSOLE
217204106CPRTCOPART INC$62.7M0.16%1,394,342CommonSOLE
311900104FASTFASTENAL CO$62.4M0.16%1,271,763CommonSOLE
925652109VICIVICI PPTYS INC$62.3M0.16%1,909,182CommonSOLE
097023105BABOEING CO$60.9M0.16%282,241CommonSOLE
458140100INTCINTEL CORP$60.8M0.16%1,813,121CommonSOLE
G0403H108AONAON PLC$59.8M0.16%167,632CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$59.6M0.16%450,064CommonSOLE
778296103ROSTROSS STORES INC$59.3M0.15%389,091CommonSOLE
291011104EMREMERSON ELEC CO$59.0M0.15%449,882CommonSOLE
48251W104KKRKKR & CO INC$58.2M0.15%447,630CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$57.5M0.15%285,476CommonSOLE
92276F100VTRVENTAS INC$57.2M0.15%817,583CommonSOLE
30040W108ESEVERSOURCE ENERGY$57.1M0.15%802,838CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$56.8M0.15%376,610CommonSOLE
05464C101AXONAXON ENTERPRISE INC$56.8M0.15%79,132CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$56.8M0.15%594,452CommonSOLE
235851102DHRDANAHER CORPORATION$56.7M0.15%285,887CommonSOLE
04626A103ALABASTERA LABS INC$56.6M0.15%289,066CommonSOLE
20030N101CMCSACOMCAST CORP NEW$56.1M0.15%1,784,658CommonSOLE
871829107SYYSYSCO CORP$55.4M0.14%672,402CommonSOLE
74762E102QUREQUANTA SVCS INC$54.6M0.14%131,730CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$54.5M0.14%438,541CommonSOLE
60937P106MDBMONGODB INC$54.3M0.14%174,827CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$54.1M0.14%108,448CommonSOLE
46284V101IRMIRON MTN INC DEL$53.9M0.14%529,048CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$53.8M0.14%381,552CommonSOLE
20825C104COPCONOCOPHILLIPS$53.7M0.14%567,812CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$53.5M0.14%340,829CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$53.1M0.14%524,384CommonSOLE
717081103PFEPFIZER INC$52.5M0.14%2,061,855CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$52.2M0.14%873,079CommonSOLE
704326107PAYXPAYCHEX INC$52.1M0.14%411,241CommonSOLE
209115104EDCONSOLIDATED EDISON INC$52.1M0.14%518,581CommonSOLE
88579Y101MMM3M CO$51.9M0.14%334,684CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$51.8M0.14%210,165CommonSOLE
049560105ATOATMOS ENERGY CORP$51.8M0.14%303,180CommonSOLE
609207105MDLZMONDELEZ INTL INC$51.3M0.13%820,577CommonSOLE
032095101APHAMPHENOL CORP NEW$51.0M0.13%411,904CommonSOLE
384802104GWWGRAINGER W W INC$50.8M0.13%53,325CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$50.3M0.13%854,477CommonSOLE
G29183103ETNEATON CORP PLC$50.2M0.13%134,060CommonSOLE
172062101CINFCINCINNATI FINL CORP$49.8M0.13%314,811CommonSOLE
G87052109TELTE CONNECTIVITY PLC$49.0M0.13%223,290CommonSOLE
670346105NUENUCOR CORP$49.0M0.13%361,683CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$48.9M0.13%367,163CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$48.9M0.13%253,213CommonSOLE
87612E106TGTTARGET CORP$48.4M0.13%539,983CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$47.1M0.12%384,497CommonSOLE
372460105GPCGENUINE PARTS CO$46.7M0.12%337,151CommonSOLE
49177J102KVUEKENVUE INC$46.6M0.12%2,872,828CommonSOLE
303250104FICOFAIR ISAAC CORP$46.3M0.12%30,950CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$46.3M0.12%217,752CommonSOLE
45104G104IBNICICI BANK LIMITED$46.2M0.12%1,526,804CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$46.1M0.12%165,024CommonSOLE
G25508105CRHCRH PLC$46.0M0.12%383,949CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$45.6M0.12%444,731CommonSOLE
655663102NDSNNORDSON CORP$45.0M0.12%198,075CommonSOLE
115236101BROBROWN & BROWN INC$44.2M0.12%471,239CommonSOLE
464288281EMBISHARES TR$44.0M0.11%462,650CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$44.0M0.11%112,333CommonSOLE
189054109CLXCLOROX CO DEL$43.8M0.11%355,505CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$43.8M0.11%500,073CommonSOLE
654106103NKENIKE INC$43.5M0.11%623,877CommonSOLE
693506107PPGPPG INDS INC$43.3M0.11%412,207CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$43.3M0.11%86,727CommonSOLE
02209S103MOALTRIA GROUP INC$42.9M0.11%649,569CommonSOLE
58733R102MELIMERCADOLIBRE INC$42.8M0.11%18,314CommonSOLE
832696405SJMSMUCKER J M CO$42.7M0.11%393,483CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$42.4M0.11%161,721CommonSOLE
260003108DOVDOVER CORP$42.2M0.11%253,133CommonSOLE
579780206MKCMCCORMICK & CO INC$42.2M0.11%631,028CommonSOLE
55024U109LITELUMENTUM HLDGS INC$41.5M0.11%255,090CommonSOLE
871607107SNPSSYNOPSYS INC$41.0M0.11%83,104CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$41.0M0.11%89,869CommonSOLE
29476L107EQREQUITY RESIDENTIAL$40.6M0.11%626,772CommonSOLE
244199105DEDEERE & CO$40.4M0.11%88,458CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$40.0M0.10%538,620CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$40.0M0.10%476,137CommonSOLE
693718108PCARPACCAR INC$39.7M0.10%403,965CommonSOLE
19247G107COHRCOHERENT CORP$39.4M0.10%365,590CommonSOLE
98419M100XYLXYLEM INC$39.1M0.10%265,404CommonSOLE
25809K105DASHDOORDASH INC$39.1M0.10%143,839CommonSOLE
G0250X107AMCRAMCOR PLC$38.6M0.10%4,717,700CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$38.5M0.10%494,064CommonSOLE
231021106CMICUMMINS INC$37.8M0.10%89,568CommonSOLE
04010L103ARCCARES CAPITAL CORP$37.8M0.10%1,850,526CommonSOLE
012653101ALBALBEMARLE CORP$37.6M0.10%463,538CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$37.4M0.10%829,436CommonSOLE
842587107SOSOUTHERN CO$37.3M0.10%393,127CommonSOLE
30161N101EXCEXELON CORP$36.8M0.10%818,527CommonSOLE
701094104PHPARKER-HANNIFIN CORP$36.7M0.10%48,391CommonSOLE
440452100HRLHORMEL FOODS CORP$36.5M0.10%1,477,175CommonSOLE
354613101BENFRANKLIN RESOURCES INC$36.5M0.10%1,578,573CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$36.0M0.09%51,602CommonSOLE
29530P102ERIEERIE INDTY CO$36.0M0.09%113,006CommonSOLE
632307104NTRANATERA INC$35.9M0.09%223,090CommonSOLE
855244109SBUXSTARBUCKS CORP$35.8M0.09%423,321CommonSOLE
127097103CTRACOTERRA ENERGY INC$35.8M0.09%1,512,421CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$35.5M0.09%286,617CommonSOLE
115637209BF/BBROWN FORMAN CORP$35.3M0.09%1,304,521CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$34.9M0.09%418,362CommonSOLE
770700102HOODROBINHOOD MKTS INC$34.9M0.09%243,938CommonSOLE
81141R100SESEA LTD$34.8M0.09%194,540CommonSOLE
45168D104IDXXIDEXX LABS INC$33.9M0.09%53,102CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$33.8M0.09%300,045CommonSOLE
125523100CITHE CIGNA GROUP$33.4M0.09%115,850CommonSOLE
651639106NEMNEWMONT CORP$33.2M0.09%393,257CommonSOLE
55354G100MSCIMSCI INC$32.4M0.08%57,102CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$32.3M0.08%191,724CommonSOLE
26875P101EOGEOG RES INC$31.9M0.08%284,928CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$31.7M0.08%164,849CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$31.7M0.08%75,042CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$31.6M0.08%69,084CommonSOLE
G6683N103NUNU HLDGS LTD$31.2M0.08%1,948,799CommonSOLE
922280102VRNSVARONIS SYS INC$31.1M0.08%541,380CommonSOLE
969457100WMBWILLIAMS COS INC$31.0M0.08%489,779CommonSOLE
88162G103TTEKTETRA TECH INC NEW$30.6M0.08%918,103CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$30.2M0.08%53,791CommonSOLE
464287200IVVISHARES TR$30.0M0.08%44,770CommonSOLE
615369105MCOMOODYS CORP$29.9M0.08%62,700CommonSOLE
303075105FDSFACTSET RESH SYS INC$29.9M0.08%104,220CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$29.6M0.08%48,627CommonSOLE
46187W107INVHINVITATION HOMES INC$29.6M0.08%1,008,524CommonSOLE
219350105GLWCORNING INC$29.5M0.08%359,779CommonSOLE
55955D100MGNIMAGNITE INC$29.2M0.08%1,339,765CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$29.0M0.08%207,841CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$28.8M0.08%307,580CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$28.7M0.07%504,375CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$28.3M0.07%363,359CommonSOLE
594972408MSTRSTRATEGY INC$28.2M0.07%87,614CommonSOLE
443201108HWMHOWMET AEROSPACE INC$28.1M0.07%143,135CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$27.4M0.07%251,447CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$27.3M0.07%84,478CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$27.3M0.07%347,263CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$27.2M0.07%135,198CommonSOLE
866674104SUISUN CMNTYS INC$27.0M0.07%209,119CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$26.9M0.07%83,273CommonSOLE
052769106ADSKAUTODESK INC$26.6M0.07%83,785CommonSOLE
92936U109WPCWP CAREY INC$26.3M0.07%388,913CommonSOLE
49446R109KIMKIMCO RLTY CORP$26.2M0.07%1,201,022CommonSOLE
443510607HUBBHUBBELL INC$26.2M0.07%60,823CommonSOLE
053332102AZOAUTOZONE INC$25.8M0.07%6,018CommonSOLE
422806109HEIHEICO CORP NEW$25.8M0.07%79,961CommonSOLE
40412C101HCAHCA HEALTHCARE INC$25.8M0.07%60,513CommonSOLE
893641100TDGTRANSDIGM GROUP INC$25.4M0.07%19,267CommonSOLE
56585A102MPCMARATHON PETE CORP$25.2M0.07%130,560CommonSOLE
46436E718SGOVISHARES TR$25.0M0.07%247,800CommonSOLE
126408103CSXCSX CORP$24.5M0.06%690,228CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$24.0M0.06%364,692CommonSOLE
337738108FISVFISERV INC$23.8M0.06%184,763CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$23.7M0.06%1,238,069CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$23.7M0.06%604,002CommonSOLE
771049103RBLXROBLOX CORP$23.6M0.06%170,440CommonSOLE
22052L104CTVACORTEVA INC$23.6M0.06%348,878CommonSOLE
23331A109DHID R HORTON INC$23.4M0.06%137,956CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$23.2M0.06%278,077CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$23.1M0.06%495,477CommonSOLE
501044101KRKROGER CO$23.0M0.06%340,459CommonSOLE
91913Y100VLOVALERO ENERGY CORP$22.9M0.06%134,226CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$22.8M0.06%67,485CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$22.8M0.06%339,627CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$22.7M0.06%580,426CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$22.5M0.06%75,058CommonSOLE
03073E105CORCENCORA INC$22.2M0.06%71,161CommonSOLE
571903202MARMARRIOTT INTL INC NEW$22.1M0.06%84,793CommonSOLE
34959E109FTNTFORTINET INC$22.0M0.06%262,129CommonSOLE
00162Q452AMLPALPS ETF TR$22.0M0.06%469,500CommonSOLE
92840M102VSTVISTRA CORP$22.0M0.06%112,438CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$21.9M0.06%96,338CommonSOLE
758849103REGREGENCY CTRS CORP$21.9M0.06%300,817CommonSOLE
37045V100GMGENERAL MTRS CO$21.7M0.06%355,859CommonSOLE
679295105OKTAOKTA INC$21.6M0.06%235,161CommonSOLE
98138H101WDAYWORKDAY INC$21.2M0.06%87,949CommonSOLE
89832Q109TFCTRUIST FINL CORP$20.8M0.05%455,525CommonSOLE
816851109SRESEMPRA$20.7M0.05%230,226CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$20.7M0.05%340,219CommonSOLE
20717M1038QRCONFLUENT INC$20.5M0.05%1,035,300CommonSOLE
902653104UDRUDR INC$20.4M0.05%548,800CommonSOLE
911363109URIUNITED RENTALS INC$20.3M0.05%21,268CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$20.3M0.05%78,062CommonSOLE
133131102CPTCAMDEN PPTY TR$20.2M0.05%189,293CommonSOLE
23804L103DDOGDATADOG INC$20.1M0.05%141,326CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$19.8M0.05%142,540CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$19.8M0.05%698,456CommonSOLE
101121101BXPBXP INC$19.7M0.05%265,242CommonSOLE
718546104PSXPHILLIPS 66$19.6M0.05%144,237CommonSOLE
285512109EAELECTRONIC ARTS INC$19.5M0.05%96,846CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$19.3M0.05%63,138CommonSOLE
020002101ALLALLSTATE CORP$19.2M0.05%89,331CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$19.1M0.05%575,480CommonSOLE
009066101ABNBAIRBNB INC$19.1M0.05%157,337CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$19.0M0.05%296,585CommonSOLE
25746U109DDOMINION ENERGY INC$19.0M0.05%310,854CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$18.9M0.05%80,208CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$18.7M0.05%956,836CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$18.6M0.05%276,837CommonSOLE
16411R208LNGCHENIERE ENERGY INC$18.4M0.05%78,390CommonSOLE
31428X106FDXFEDEX CORP$18.4M0.05%78,035CommonSOLE
98389B100XELXCEL ENERGY INC$18.3M0.05%227,093CommonSOLE
87612G101TRGPTARGA RES CORP$18.1M0.05%108,178CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$18.1M0.05%429,010CommonSOLE
760759100RSGREPUBLIC SVCS INC$18.1M0.05%78,772CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$17.9M0.05%367,784CommonSOLE
46435G474FALNISHARES TR$17.8M0.05%641,700CommonSOLE
345370860FFORD MTR CO$17.7M0.05%1,480,268CommonSOLE
806857108SLBSCHLUMBERGER LTD$17.5M0.05%509,458CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$17.3M0.05%66,888CommonSOLE
03076C106AMPAMERIPRISE FINL INC$17.1M0.04%34,841CommonSOLE
46434G764EMXCISHARES INC$16.6M0.04%245,900CommonSOLE
59156R108METMETLIFE INC$16.5M0.04%200,411CommonSOLE
929740108WABWABTEC$16.3M0.04%81,219CommonSOLE
722304102PDDPDD HOLDINGS INC$16.2M0.04%122,853CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$16.2M0.04%953,389CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$16.0M0.04%232,885CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$16.0M0.04%401,370CommonSOLE
278642103EBAYEBAY INC.$15.8M0.04%173,265CommonSOLE
12504L109CBRECBRE GROUP INC$15.7M0.04%99,939CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$15.7M0.04%77,816CommonSOLE
682680103OKEONEOK INC NEW$15.7M0.04%214,605CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$15.4M0.04%125,950CommonSOLE
988498101YUMYUM BRANDS INC$15.4M0.04%101,428CommonSOLE
92939U106WECWEC ENERGY GROUP INC$15.3M0.04%133,934CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$15.3M0.04%68,286CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$15.3M0.04%60,936CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$15.3M0.04%256,540CommonSOLE
46435U853USHYISHARES TR$14.8M0.04%393,000CommonSOLE
761152107RMDRESMED INC$14.5M0.04%52,954CommonSOLE
631103108NDAQNASDAQ INC$14.5M0.04%163,796CommonSOLE
031100100AMEAMETEK INC$14.4M0.04%76,484CommonSOLE
29364G103ETRENTERGY CORP NEW$14.3M0.04%153,132CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$14.2M0.04%89,061CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$14.2M0.04%106,558CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$14.2M0.04%170,204CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$14.2M0.04%57,425CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$14.1M0.04%343,530CommonSOLE
22822V101CCICROWN CASTLE INC$14.1M0.04%146,177CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$14.0M0.04%54,927CommonSOLE
146869102CVNACARVANA CO$13.9M0.04%36,964CommonSOLE
922475108VEEVVEEVA SYS INC$13.9M0.04%46,705CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$13.8M0.04%78,560CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$13.8M0.04%172,600CommonSOLE
229663109CUBECUBESMART$13.7M0.04%335,801CommonSOLE
466313103JBLJABIL INC$13.5M0.04%62,066CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$13.5M0.04%200,632CommonSOLE
277276101EGPEASTGROUP PPTYS INC$13.4M0.04%79,409CommonSOLE
40415F101HDBHDFC BANK LTD$13.4M0.03%391,647CommonSOLE
852234103XYZBLOCK INC$13.3M0.03%183,778CommonSOLE
H2906T109GRMNGARMIN LTD$13.3M0.03%53,841CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$13.2M0.03%37,796CommonSOLE
929160109VMCVULCAN MATLS CO$13.2M0.03%42,857CommonSOLE
22160N109CSGPCOSTAR GROUP INC$12.9M0.03%153,100CommonSOLE
45784P101PODDINSULET CORP$12.8M0.03%41,411CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$12.8M0.03%20,240CommonSOLE
82509L107SHOPSHOPIFY INC$12.7M0.03%85,596CommonSOLE
773121108RKLBROCKET LAB CORP$12.6M0.03%263,527CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$12.6M0.03%167,979CommonSOLE
744320102PRUPRUDENTIAL FINL INC$12.5M0.03%120,890CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$12.5M0.03%452,910CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$12.5M0.03%36,072CommonSOLE
518439104ELLAUDER ESTEE COS INC$12.4M0.03%140,357CommonSOLE
858119100STLDSTEEL DYNAMICS INC$12.3M0.03%88,514CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$12.3M0.03%482,479CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12.2M0.03%257,613CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$11.9M0.03%130,274CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$11.9M0.03%92,408CommonSOLE
637417106NNNNNN REIT INC$11.7M0.03%274,850CommonSOLE
78468R408SJNKSPDR SERIES TRUST$11.6M0.03%453,944CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$11.6M0.03%127,507CommonSOLE
464287242LQDISHARES TR$11.5M0.03%102,872CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$11.4M0.03%464,470CommonSOLE
008492100ADCAGREE RLTY CORP$11.4M0.03%160,330CommonSOLE
69351T106PPLPPL CORP$11.3M0.03%304,354CommonSOLE
857477103STTSTATE STR CORP$11.3M0.03%97,368CommonSOLE
46435G102ICVTISHARES TR$11.3M0.03%112,849CommonSOLE
526057104LENLENNAR CORP$11.3M0.03%89,539CommonSOLE
29084Q100EMEEMCOR GROUP INC$11.2M0.03%17,295CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$11.1M0.03%64,385CommonSOLE
370334104GISGENERAL MLS INC$11.1M0.03%220,166CommonSOLE
14174T107CTRECARETRUST REIT INC$11.1M0.03%319,860CommonSOLE
69331C108PCGPG&E CORP$11.0M0.03%732,123CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$11.0M0.03%78,222CommonSOLE
46266C105IQVIQVIA HLDGS INC$11.0M0.03%57,956CommonSOLE
456788108INFYINFOSYS LTD$11.0M0.03%675,012CommonSOLE
55261F104MTBM & T BK CORP$11.0M0.03%55,454CommonSOLE
45687V106IRINGERSOLL RAND INC$10.9M0.03%131,413CommonSOLE
444859102HUMHUMANA INC$10.8M0.03%41,678CommonSOLE
26884L109EQTEQT CORP$10.8M0.03%199,117CommonSOLE
629377508NRGNRG ENERGY INC$10.8M0.03%66,672CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$10.8M0.03%151,940CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$10.6M0.03%74,292CommonSOLE
457642205INODINNODATA INC$10.6M0.03%137,500CommonSOLE
294429105EFXEQUIFAX INC$10.4M0.03%40,566CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$10.4M0.03%42,361CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$10.3M0.03%245,809CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$10.2M0.03%199,072CommonSOLE
745867101PHMPULTE GROUP INC$10.2M0.03%77,489CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10.2M0.03%36,961CommonSOLE
143658300CCL1EURCARNIVAL CORP$10.1M0.03%351,061CommonSOLE
256163106DOCUDOCUSIGN INC$10.1M0.03%140,774CommonSOLE
781154109RBRKRUBRIK INC.$10.1M0.03%123,000CommonSOLE
049468101TEAMATLASSIAN CORPORATION$10.1M0.03%63,314CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10.1M0.03%57,804CommonSOLE
316773100FITBFIFTH THIRD BANCORP$10.1M0.03%226,539CommonSOLE
04016X101ARGXARGENX SE$10.0M0.03%13,600CommonSOLE
46434G772EWTISHARES INC$10.0M0.03%156,876CommonSOLE
233331107DTEDTE ENERGY CO$9.9M0.03%70,150CommonSOLE
929042109VNOVORNADO RLTY TR$9.8M0.03%242,206CommonSOLE
023608102AEEAMEREN CORP$9.8M0.03%93,904CommonSOLE
85254J102STAGSTAG INDL INC$9.8M0.03%276,819CommonSOLE
40434L105HPQHP INC$9.8M0.03%358,610CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9.6M0.03%50,356CommonSOLE
427866108HSYHERSHEY CO$9.6M0.03%51,246CommonSOLE
78464A359CWBSPDR SERIES TRUST$9.6M0.02%105,677CommonSOLE
337932107FEFIRSTENERGY CORP$9.5M0.02%207,638CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$9.5M0.02%187,141CommonSOLE
90384S303ULTAULTA BEAUTY INC$9.5M0.02%17,363CommonSOLE
252131107DXCMDEXCOM INC$9.5M0.02%140,979CommonSOLE
443573100HUBSHUBSPOT INC$9.5M0.02%20,204CommonSOLE
09062X103BIIBBIOGEN INC$9.4M0.02%67,369CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$9.4M0.02%7,674CommonSOLE
256677105DGDOLLAR GEN CORP NEW$9.4M0.02%91,024CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$9.4M0.02%15,976CommonSOLE
67077M108NTRNUTRIEN LTD$9.3M0.02%159,200CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$9.3M0.02%190,034CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$9.3M0.02%48,648CommonSOLE
969904101WSMWILLIAMS SONOMA INC$9.3M0.02%47,431CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$9.3M0.02%38,846CommonSOLE
42226K105HRHEALTHCARE RLTY TR$9.2M0.02%510,400CommonSOLE
500754106KHCKRAFT HEINZ CO$9.2M0.02%353,083CommonSOLE
92343E102VRSNVERISIGN INC$9.2M0.02%32,817CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.2M0.02%261,473CommonSOLE
64110D104NTAPNETAPP INC$9.1M0.02%76,951CommonSOLE
464285204IAUISHARES GOLD TR$9.1M0.02%124,410CommonSOLE
268150109DTDYNATRACE INC$9.0M0.02%186,561CommonSOLE
665859104NTRSNORTHERN TR CORP$9.0M0.02%67,135CommonSOLE
922908363VOOVANGUARD INDEX FDS$9.0M0.02%14,739CommonSOLE
876030107TPRTAPESTRY INC$9.0M0.02%79,448CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$8.9M0.02%335,700CommonSOLE
125896100CMSCMS ENERGY CORP$8.9M0.02%120,978CommonSOLE
487836108KKELLANOVA$8.8M0.02%107,748CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$8.8M0.02%295,356CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$8.7M0.02%224,385CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$8.7M0.02%503,019CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8.7M0.02%40,575CommonSOLE
62944T105NVRNVR INC$8.6M0.02%1,076CommonSOLE
880770102TERTERADYNE INC$8.5M0.02%62,075CommonSOLE
92338C103VLTOVERALTO CORP$8.5M0.02%80,130CommonSOLE
88146M101TRNOTERRENO RLTY CORP$8.5M0.02%150,350CommonSOLE
682189105ONON SEMICONDUCTOR CORP$8.3M0.02%167,757CommonSOLE
G8473T100STESTERIS PLC$8.3M0.02%33,365CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$8.2M0.02%311,561CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$8.2M0.02%91,310CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$8.1M0.02%76,686CommonSOLE
78468R622JNKSPDR SERIES TRUST$8.1M0.02%82,933CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8.1M0.02%45,388CommonSOLE
50212V100LPLALPL FINL HLDGS INC$8.1M0.02%24,263CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$8.0M0.02%42,488CommonSOLE
504922105LHLABCORP HOLDINGS INC$8.0M0.02%27,909CommonSOLE
436440101HO1HOLOGIC INC$8.0M0.02%118,445CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$8.0M0.02%166,617CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$8.0M0.02%149,939CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$7.9M0.02%87,513CommonSOLE
12514G108CDWCDW CORP$7.9M0.02%49,530CommonSOLE
695156109PKGPACKAGING CORP AMER$7.8M0.02%35,887CommonSOLE
460146103IPINTERNATIONAL PAPER CO$7.8M0.02%168,136CommonSOLE
69370C100PTCPTC INC$7.8M0.02%38,390CommonSOLE
74624M102PPURE STORAGE INC$7.8M0.02%92,610CommonSOLE
084423102WRBBERKLEY W R CORP$7.7M0.02%100,650CommonSOLE
G3265R107APTVAPTIV PLC$7.7M0.02%88,909CommonSOLE
570535104MKLMARKEL GROUP INC$7.6M0.02%3,997CommonSOLE
366651107ITGARTNER INC$7.6M0.02%28,902CommonSOLE

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.