MondegarAI
JUPITER ASSET MANAGEMENT LTD

Q2 2025 · 13F-HR

JUPITER ASSET MANAGEMENT LTDholdings as filed

Filed 2025-08-08 · accession 0001171843-25-005199

$11.99B
Reported value
435
Positions
2025-06-30
Period end
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The Brief · JUPITER ASSET MANAGEMENT LTD · Q2 2025

AI · grounded in 13F

JUPITER ASSET MANAGEMENT LTD established a new position in NVDA valued at $513.4M. The fund also initiated new stakes in MSFT for $379.7M and AAPL for $346.2M. Other new additions include LIN at $205.2M and V at $199M. Total assets under management stand at $11.99B across 435 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$513.4M4.28%3,249,271CommonSOLE
594918104MSFTMICROSOFT CORP$379.7M3.17%763,276CommonSOLE
037833100AAPLAPPLE INC$346.2M2.89%1,687,351CommonSOLE
G54950103LINLINDE PLC$205.2M1.71%437,393CommonSOLE
92826C839VVISA INC$199.0M1.66%560,389CommonSOLE
023135106AMZNAMAZON COM INC$193.2M1.61%880,415CommonSOLE
64110L106NFLXNETFLIX INC$164.6M1.37%122,883CommonSOLE
30303M102METAMETA PLATFORMS INC$148.5M1.24%201,230CommonSOLE
11135F101AVGOBROADCOM INC$138.6M1.16%502,643CommonSOLE
285512109EAELECTRONIC ARTS INC$120.4M1.00%753,635CommonSOLE
038222105AMATAPPLIED MATLS INC$119.4M1.00%652,234CommonSOLE
79466L302CRMSALESFORCE INC$119.0M0.99%436,294CommonSOLE
02079K107GOOGALPHABET INC$113.7M0.95%641,230CommonSOLE
26875P101EOGEOG RES INC$108.5M0.91%907,231CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$107.8M0.90%3,488,204CommonSOLE
478160104JNJJOHNSON & JOHNSON$107.2M0.89%701,597CommonSOLE
G25508105CRHCRH PLC$104.4M0.87%1,135,990CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$102.5M0.86%17,712CommonSOLE
256163106DOCUDOCUSIGN INC$102.5M0.86%1,316,440CommonSOLE
941848103WATWATERS CORP$100.3M0.84%287,316CommonSOLE
443201108HWMHOWMET AEROSPACE INC$96.0M0.80%515,749CommonSOLE
88160R101TSLATESLA INC$95.5M0.80%300,734CommonSOLE
02079K305GOOGLALPHABET INC$95.1M0.79%539,891CommonSOLE
81141R100SESEA LTD$94.1M0.78%588,102CommonSOLE
77543R102ROKUROKU INC$93.4M0.78%1,062,416CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$93.2M0.78%7,610,391CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$89.0M0.74%2,470,706CommonSOLE
315616102FFIVF5 INC$88.7M0.74%301,317CommonSOLE
88579Y101MMM3M CO$86.7M0.72%569,789CommonSOLE
12572Q105CMECME GROUP INC$85.6M0.71%310,595CommonSOLE
052769106ADSKAUTODESK INC$83.3M0.70%269,181CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$82.5M0.69%146,817CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$82.3M0.69%2,738,737CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$77.4M0.65%951,115CommonSOLE
512807306LRCXLAM RESEARCH CORP$74.6M0.62%766,339CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$74.5M0.62%9,013,216CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$74.4M0.62%775,595CommonSOLE
040413205ANETARISTA NETWORKS INC$74.3M0.62%726,039CommonSOLE
00724F101ADBEADOBE INC$72.4M0.60%187,243CommonSOLE
35137L105FOXAFOX CORP$71.8M0.60%1,281,864CommonSOLE
04621X108AIZASSURANT INC$70.3M0.59%356,064CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$69.6M0.58%1,861,534CommonSOLE
020002101ALLALLSTATE CORP$68.6M0.57%340,718CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$68.4M0.57%415,739CommonSOLE
902681105UGIUGI CORP NEW$68.4M0.57%1,876,831CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$68.2M0.57%320,462CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$68.0M0.57%1,570,963CommonSOLE
770323103RHIROBERT HALF INC.$67.6M0.56%1,646,951CommonSOLE
98978V103ZTSZOETIS INC$65.9M0.55%422,743CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$65.2M0.54%514,123CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$65.1M0.54%217,772CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$64.5M0.54%357,728CommonSOLE
H50430232LOGILOGITECH INTL S A$64.0M0.53%713,509CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$62.6M0.52%182,459CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$62.2M0.52%214,531CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$62.0M0.52%1,338,355CommonSOLE
882508104TXNTEXAS INSTRS INC$61.7M0.51%297,223CommonNONE
H1467J104CBCHUBB LIMITED$61.4M0.51%211,815CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$60.7M0.51%61,278CommonNONE
37637K108GTLBGITLAB INC$60.3M0.50%1,336,012CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$60.1M0.50%669,281CommonSOLE
81762P102NOWSERVICENOW INC$59.3M0.49%57,637CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$58.9M0.49%498,931CommonNONE
192108504CDECOEUR MNG INC$58.4M0.49%6,592,461CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$58.0M0.48%487,466CommonSOLE
969904101WSMWILLIAMS SONOMA INC$57.9M0.48%354,607CommonSOLE
650111107NYTNEW YORK TIMES CO$57.8M0.48%1,033,271CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$56.8M0.47%2,249,508CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$56.8M0.47%184,092CommonNONE
34959E109FTNTFORTINET INC$55.8M0.47%528,050CommonSOLE
443573100HUBSHUBSPOT INC$54.7M0.46%98,260CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$54.5M0.45%323,152CommonSOLE
00287Y109ABBVABBVIE INC$54.4M0.45%293,098CommonSOLE
438516106HONHONEYWELL INTL INC$52.9M0.44%226,942CommonSOLE
235851102DHRDANAHER CORPORATION$52.8M0.44%267,167CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$51.9M0.43%10,557,111CommonSOLE
45337C102INCYINCYTE CORP$51.6M0.43%757,952CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$51.5M0.43%70,356CommonSOLE
90138F102TWLOTWILIO INC$50.2M0.42%403,811CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$49.8M0.42%749,905CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$49.7M0.41%364,748CommonSOLE
128030202CALMCAL MAINE FOODS INC$49.1M0.41%493,090CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$48.5M0.40%41,257CommonSOLE
980745103WWDWOODWARD INC$48.3M0.40%197,176CommonSOLE
278865100ECLECOLAB INC$48.1M0.40%178,389CommonNONE
172755100CRUSCIRRUS LOGIC INC$48.0M0.40%460,580CommonSOLE
G3922B107GGENPACT LIMITED$47.6M0.40%1,081,109CommonSOLE
G0403H108AONAON PLC$46.9M0.39%131,483CommonSOLE
888787108TOSTTOAST INC$46.8M0.39%1,056,127CommonSOLE
30161Q104EXELEXELIXIS INC$46.7M0.39%1,059,925CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$46.7M0.39%2,667,541CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$46.7M0.39%449,595CommonSOLE
00508Y102AYIACUITY INC$46.5M0.39%155,726CommonSOLE
92942W107KLGWK KELLOGG CO$46.1M0.38%2,894,755CommonSOLE
209115104EDCONSOLIDATED EDISON INC$45.7M0.38%455,028CommonSOLE
G87052109TELTE CONNECTIVITY PLC$44.2M0.37%262,151CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$44.1M0.37%601,394CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$43.5M0.36%312,969CommonNONE
G2891G204DIVERSIFIED ENERGY COMPANY P$43.5M0.36%2,926,886CommonSOLE
457187102INGRINGREDION INC$43.0M0.36%317,150CommonSOLE
384802104GWWGRAINGER W W INC$42.4M0.35%40,793CommonSOLE
717081103PFEPFIZER INC$41.8M0.35%1,725,979CommonSOLE
04010E109AGXARGAN INC$41.6M0.35%188,665CommonSOLE
19425C100CNLCOLLECTIVE MINING LTD$40.1M0.33%3,672,995CommonSOLE
518439104ELLAUDER ESTEE COS INC$39.9M0.33%494,391CommonSOLE
76680R206RNGRINGCENTRAL INC$39.2M0.33%1,382,049CommonSOLE
011532108AGIALAMOS GOLD INC NEW$37.9M0.32%1,428,822CommonSOLE
784117103SEICSEI INVTS CO$37.5M0.31%417,205CommonSOLE
55903Q104MQ8MAG SILVER CORP$37.3M0.31%1,758,202CommonSOLE
891092108TTCTORO CO$37.0M0.31%522,960CommonSOLE
85472N109STNSTANTEC INC$37.0M0.31%340,323CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$36.4M0.30%936,231CommonSOLE
58733R102MELIMERCADOLIBRE INC$35.8M0.30%13,702CommonSOLE
872590104TMUST-MOBILE US INC$35.6M0.30%149,248CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$34.9M0.29%670,612CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$34.7M0.29%49,012CommonSOLE
222795502CUZCOUSINS PPTYS INC$33.9M0.28%1,128,565CommonSOLE
16359R103CHECHEMED CORP NEW$33.9M0.28%69,563CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$33.7M0.28%148,815CommonSOLE
H42097107UBSUBS GROUP AG$33.7M0.28%999,014CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$33.3M0.28%448,409CommonSOLE
20825C104COPCONOCOPHILLIPS$33.3M0.28%371,233CommonSOLE
775711104ROLROLLINS INC$32.1M0.27%568,747CommonNONE
55087P104LYFTLYFT INC$30.8M0.26%1,954,272CommonSOLE
579780206MKCMCCORMICK & CO INC$30.2M0.25%398,085CommonSOLE
679295105OKTAOKTA INC$30.1M0.25%300,830CommonSOLE
770700102HOODROBINHOOD MKTS INC$29.8M0.25%318,666CommonSOLE
496902404KGCKINROSS GOLD CORP$29.8M0.25%1,908,299CommonSOLE
92338C103VLTOVERALTO CORP$29.6M0.25%293,170CommonSOLE
05969A105TBBKBANCORP INC DEL$29.5M0.25%518,595CommonSOLE
184496107CLHCLEAN HARBORS INC$29.3M0.24%126,598CommonSOLE
03831W108APPAPPLOVIN CORP$29.1M0.24%83,027CommonSOLE
718172109PMPHILIP MORRIS INTL INC$29.0M0.24%159,410CommonSOLE
172967424CCITIGROUP INC$28.9M0.24%339,642CommonSOLE
760759100RSGREPUBLIC SVCS INC$28.2M0.24%114,525CommonSOLE
98419M100XYLXYLEM INC$27.4M0.23%211,597CommonSOLE
922475108VEEVVEEVA SYS INC$27.3M0.23%94,706CommonSOLE
896239100TRMBTRIMBLE INC$26.8M0.22%352,837CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$26.7M0.22%1,869,942CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$26.5M0.22%107,923CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$26.5M0.22%141,985CommonSOLE
03662Q105AKXANSYS INC$26.4M0.22%75,122CommonSOLE
84857L101SRSPIRE INC$26.3M0.22%360,466CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$26.1M0.22%334,216CommonSOLE
985817105YELPYELP INC$25.8M0.22%753,173CommonSOLE
83056P715SKESKEENA RES LTD NEW$25.7M0.21%1,616,139CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$25.6M0.21%158,018CommonNONE
10316T104BOXBOX INC$25.6M0.21%748,507CommonSOLE
98389B100XELXCEL ENERGY INC$24.7M0.21%361,999CommonSOLE
91531W106TIGRUP FINTECH HLDG LTD$24.5M0.20%2,534,300CommonSOLE
697900108PAASPAN AMERN SILVER CORP$24.3M0.20%855,518CommonSOLE
92847W103VITLVITAL FARMS INC$23.6M0.20%612,493CommonSOLE
038336103ATRAPTARGROUP INC$23.5M0.20%150,533CommonSOLE
090043100BILLBILL HOLDINGS INC$23.5M0.20%507,613CommonSOLE
929740108WABWABTEC$22.6M0.19%107,769CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$22.4M0.19%405,644CommonSOLE
949746101WMT2WELLS FARGO CO NEW$22.2M0.19%277,149CommonSOLE
92859G608VZLAVIZSLA SILVER CORP$22.0M0.18%7,468,218CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$21.7M0.18%988,538CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$21.1M0.18%1,082,371CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$21.1M0.18%341,881CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$20.8M0.17%266,611CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$20.1M0.17%35,506CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$20.1M0.17%417,080CommonSOLE
69924R1086PMPARAMOUNT GROUP INC$19.9M0.17%3,266,376CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$19.9M0.17%1,337,048CommonSOLE
690742101OCOWENS CORNING NEW$19.8M0.16%143,779CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$19.7M0.16%233,124CommonSOLE
278642103EBAYEBAY INC.$19.7M0.16%265,064CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$19.7M0.16%171,633CommonSOLE
98585X104YETIYETI HLDGS INC$19.3M0.16%611,849CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$18.6M0.16%2,077,966CommonSOLE
537008104LFUSLITTELFUSE INC$18.4M0.15%81,204CommonSOLE
06849F108BBARRICK MNG CORP$18.1M0.15%869,193CommonSOLE
143130102KMXCARMAX INC$17.5M0.15%260,589CommonSOLE
204166102CVLTCOMMVAULT SYS INC$17.5M0.15%100,308CommonSOLE
H01301128ALCALCON AG$17.4M0.15%197,150CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$17.4M0.14%1,876,396CommonSOLE
75734B100RDDTREDDIT INC$17.3M0.14%114,572CommonSOLE
070830104BBWIBATH & BODY WORKS INC$17.0M0.14%568,702CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$17.0M0.14%298,010CommonSOLE
23834J201DAVEDAVE INC$17.0M0.14%63,252CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$16.9M0.14%390,200CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$16.8M0.14%162,373CommonSOLE
64782A107NEWPNEW PAC METALS CORP$16.8M0.14%12,454,010CommonSOLE
532457108LLYELI LILLY & CO$16.7M0.14%21,449CommonSOLE
90384S303ULTAULTA BEAUTY INC$16.7M0.14%35,721CommonSOLE
12740C103CADECADENCE BANK$16.7M0.14%522,143CommonSOLE
G3265R107APTVAPTIV PLC$16.5M0.14%241,376CommonSOLE
46591M109JOYYJOYY INC$16.4M0.14%321,900CommonSOLE
904311107UAAUNDER ARMOUR INC$16.3M0.14%2,379,513CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$15.9M0.13%576,016CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$15.6M0.13%185,822CommonSOLE
892672106TWTRADEWEB MKTS INC$15.3M0.13%104,839CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$15.3M0.13%1,001,190CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$15.2M0.13%422,245CommonSOLE
18467V109YOUCLEAR SECURE INC$15.1M0.13%543,579CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$14.8M0.12%95,638CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.2M0.12%29,130CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$14.0M0.12%60,647CommonSOLE
336433107FSLRFIRST SOLAR INC$13.8M0.12%83,403CommonSOLE
088929104BGCBGC GROUP INC$13.8M0.12%1,348,368CommonSOLE
624758108MWAMUELLER WTR PRODS INC$13.8M0.11%573,143CommonSOLE
172908105CTASCINTAS CORP$13.8M0.11%61,803CommonSOLE
104674106BRCBRADY CORP$13.8M0.11%202,543CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$13.7M0.11%636,375CommonSOLE
565394103CARTMAPLEBEAR INC$13.6M0.11%301,576CommonSOLE
550021109LULULULULEMON ATHLETICA INC$13.5M0.11%57,031CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$13.4M0.11%117,722CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$13.0M0.11%163,769CommonSOLE
617446448MSMORGAN STANLEY$12.8M0.11%91,110CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$12.4M0.10%637,388CommonNONE
743315103PGRPROGRESSIVE CORP$12.3M0.10%45,976CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$12.2M0.10%2,786,366CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$12.1M0.10%152,459CommonSOLE
364760108GAPGAP INC$12.0M0.10%550,410CommonSOLE
254687106DISDISNEY WALT CO$11.9M0.10%96,328CommonSOLE
90364P105PATHUIPATH INC$11.7M0.10%916,061CommonSOLE
45245E109IMAXIMAX CORP$11.5M0.10%411,960CommonSOLE
29084Q100EMEEMCOR GROUP INC$11.5M0.10%21,414CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$11.4M0.09%259,699CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$11.2M0.09%517,666CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$11.2M0.09%136,392CommonSOLE
45104G104IBNICICI BANK LIMITED$11.0M0.09%326,142CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$10.7M0.09%355,002CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$10.5M0.09%318,742CommonSOLE
74340E103PGNYPROGYNY INC$10.5M0.09%478,410CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$10.4M0.09%285,811CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$10.2M0.09%220,195CommonSOLE
852312305STAASTAAR SURGICAL CO$9.0M0.08%539,070CommonSOLE
48553T106BZKANZHUN LIMITED$9.0M0.08%506,300CommonSOLE
80004C200SNDKSANDISK CORP$8.8M0.07%193,023CommonSOLE
553498106MSAMSA SAFETY INC$8.7M0.07%52,200CommonNONE
902494103TSNTYSON FOODS INC$8.5M0.07%152,327CommonSOLE
40415F101HDBHDFC BANK LTD$8.3M0.07%108,676CommonSOLE
20459V105GPGICOMPOSECURE INC$8.0M0.07%570,633CommonSOLE
626755102MUSAMURPHY USA INC$7.9M0.07%19,533CommonSOLE
N72482206QGENQIAGEN NV$7.9M0.07%164,900CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$7.9M0.07%933,862CommonSOLE
743713109PRLBPROTO LABS INC$7.8M0.07%194,832CommonSOLE
780287108RGLDROYAL GOLD INC$7.8M0.06%43,777CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$7.7M0.06%35,447CommonSOLE
126650100CVSCVS HEALTH CORP$7.5M0.06%108,900CommonSOLE
458665304TILEINTERFACE INC$7.4M0.06%353,183CommonSOLE
771049103RBLXROBLOX CORP$7.4M0.06%70,260CommonSOLE
G4412G101HLFHERBALIFE LTD$7.1M0.06%829,004CommonSOLE
917047102URBNURBAN OUTFITTERS INC$7.0M0.06%96,991CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$7.0M0.06%187,352CommonSOLE
423403104MOMOHELLO GROUP INC$7.0M0.06%828,200CommonSOLE
268948106EGBNEAGLE BANCORP INC MD$7.0M0.06%357,404CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$6.7M0.06%80,872CommonSOLE
03783C100APPFAPPFOLIO INC$6.6M0.06%28,760CommonSOLE
124765108CAECAE INC$6.6M0.05%225,040CommonSOLE
553530106MSMMSC INDL DIRECT INC$6.5M0.05%76,597CommonSOLE
826917106SIGASIGA TECHNOLOGIES INC$6.5M0.05%990,648CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6.4M0.05%45,430CommonSOLE
929236107WDFCWD 40 CO$6.4M0.05%28,076CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$6.3M0.05%130,823CommonSOLE
705573103PEGAPEGASYSTEMS INC$6.2M0.05%115,212CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$6.2M0.05%105,590CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$6.1M0.05%71,581CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$6.1M0.05%444,804CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$6.0M0.05%117,404CommonSOLE
141788109CARGCARGURUS INC$5.9M0.05%175,500CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.8M0.05%54,260CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$5.8M0.05%412,738CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$5.7M0.05%5,379CommonSOLE
670002401NVAXNOVAVAX INC$5.5M0.05%880,410CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$5.5M0.05%169,800CommonSOLE
63938C108NAVINAVIENT CORPORATION$5.5M0.05%390,000CommonSOLE
22822V101CCICROWN CASTLE INC$5.4M0.04%52,338CommonSOLE
387328107GVAGRANITE CONSTR INC$5.4M0.04%57,282CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.2M0.04%34,675CommonSOLE
87901J105TGNATEGNA INC$5.2M0.04%312,192CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$5.2M0.04%32,072CommonSOLE
68235P108OGSONE GAS INC$5.2M0.04%71,830CommonSOLE
166764100CVXCHEVRON CORP NEW$5.1M0.04%35,312CommonSOLE
90041L105TPBTURNING PT BRANDS INC$5.0M0.04%65,972CommonSOLE
412822108HOGHARLEY DAVIDSON INC$4.9M0.04%208,627CommonSOLE
92276F100VTRVENTAS INC$4.9M0.04%77,740CommonSOLE
918204108VFCV F CORP$4.9M0.04%414,481CommonSOLE
G42706104HGHAMILTON INSURANCE GROUP LTD$4.9M0.04%224,598CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$4.7M0.04%102,200CommonSOLE
98985Y108ZYMEZYMEWORKS INC$4.6M0.04%369,499CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$4.5M0.04%152,108CommonSOLE
084680107BBTBERKSHIRE HILLS BANCORP INC$4.5M0.04%179,753CommonSOLE
912008109USFDUS FOODS HLDG CORP$4.5M0.04%57,825CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$4.4M0.04%243,212CommonSOLE
453038408IMOIMPERIAL OIL LTD$4.3M0.04%53,688CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$4.3M0.04%93,546CommonSOLE
68287N100OSPNONESPAN INC$4.2M0.04%254,599CommonSOLE
17275R102CSCOCISCO SYS INC$4.2M0.04%61,010CommonSOLE
368736104GNRCGENERAC HLDGS INC$4.1M0.03%28,659CommonSOLE
38046C109GOGOGOGO INC$4.0M0.03%269,871CommonSOLE
04626A103ALABASTERA LABS INC$3.9M0.03%43,500CommonSOLE
43940T109HOPEHOPE BANCORP INC$3.9M0.03%363,553CommonSOLE
14167L103CDNACAREDX INC$3.9M0.03%198,384CommonSOLE
40416E103HCIHCI GROUP INC$3.9M0.03%25,435CommonSOLE
52603B107TREELENDINGTREE INC NEW$3.9M0.03%104,335CommonSOLE
556269108SHOOMADDEN STEVEN LTD$3.8M0.03%158,112CommonSOLE
64110W102NTESNETEASE INC$3.8M0.03%28,129CommonSOLE
931142103WMTWALMART INC$3.8M0.03%38,686CommonSOLE
858155203GJBSTEELCASE INC$3.7M0.03%352,942CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.6M0.03%13,544CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.5M0.03%8,630CommonSOLE
493732101KFRCKFORCE INC$3.4M0.03%83,799CommonSOLE
N82405106STLASTELLANTIS N.V$3.4M0.03%344,561CommonSOLE
Y10230103BWLPBW LPG LTD$3.3M0.03%283,521CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$3.2M0.03%97,583CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$3.1M0.03%42,263CommonSOLE
524660107LEGLEGGETT & PLATT INC$3.1M0.03%350,564CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.1M0.03%12,365CommonSOLE
152006102CGAUCENTERRA GOLD INC$3.0M0.03%419,191CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.0M0.02%34,122CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.9M0.02%3,113CommonSOLE
923725105VETVERMILION ENERGY INC$2.8M0.02%390,724CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$2.8M0.02%22,072CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2.8M0.02%69,703CommonSOLE
004498101ACIWACI WORLDWIDE INC$2.7M0.02%58,045CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$2.6M0.02%939,590CommonSOLE
N3167Y103RACEFERRARI N V$2.6M0.02%5,265CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$2.6M0.02%369,652CommonSOLE
D18190898DBDEUTSCHE BANK A G$2.6M0.02%86,672CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$2.4M0.02%174,084CommonSOLE
29270J100ERIIENERGY RECOVERY INC$2.4M0.02%186,315CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$2.4M0.02%67,135CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$2.3M0.02%27,018CommonSOLE
62944T105NVRNVR INC$2.3M0.02%311CommonSOLE
114340102AZTAAZENTA INC$2.3M0.02%73,923CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$2.3M0.02%46,104CommonSOLE
095306106BLBDBLUE BIRD CORP$2.1M0.02%49,533CommonSOLE
91688F104UPWKUPWORK INC$2.1M0.02%158,950CommonSOLE
18915M107NETCLOUDFLARE INC$2.0M0.02%10,384CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$2.0M0.02%133,924CommonSOLE
968223206WLYWILEY JOHN & SONS INC$2.0M0.02%44,765CommonSOLE
74319R101PRGPROG HOLDINGS INC$2.0M0.02%67,323CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$2.0M0.02%129,808CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$2.0M0.02%53,026CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$1.9M0.02%59,909CommonSOLE
358054104FRSHFRESHWORKS INC$1.8M0.02%122,566CommonSOLE
404251100HNIHNI CORP$1.7M0.01%35,119CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.7M0.01%30,208CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$1.7M0.01%23,774CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$1.6M0.01%71,508CommonSOLE
88339P101REALTHE REALREAL INC$1.6M0.01%326,275CommonSOLE
04342Y104ASANASANA INC$1.6M0.01%115,151CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$1.5M0.01%46,820CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.4M0.01%15,825CommonSOLE
64111Q104NTGRNETGEAR INC$1.4M0.01%49,316CommonSOLE
833445109SNOWSNOWFLAKE INC$1.4M0.01%6,343CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.4M0.01%8,163CommonSOLE
64115T104NTCTNETSCOUT SYS INC$1.4M0.01%56,129CommonSOLE
351858105FNVFRANCO NEV CORP$1.4M0.01%8,469CommonSOLE
248019101DLXDELUXE CORP$1.3M0.01%83,330CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$1.3M0.01%31,639CommonSOLE
22266T109CPNGCOUPANG INC$1.2M0.01%41,443CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.2M0.01%1,600CommonSOLE
923451108VBTXVERITEX HLDGS INC$1.2M0.01%44,411CommonSOLE
920253101VMIVALMONT INDS INC$1.1M0.01%3,498CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.1M0.01%7,547CommonSOLE
654902204NOKNOKIA CORP$1.1M0.01%216,593CommonSOLE
450913108IAGIAMGOLD CORP$1.1M0.01%152,423CommonSOLE
79589L106IOTSAMSARA INC$1.1M0.01%27,939CommonSOLE
03937C105ARCBARCBEST CORP$1.1M0.01%14,325CommonSOLE
M46528101FROFRONTLINE PLC$1.1M0.01%63,987CommonSOLE
Y2990R101HAFNHAFNIA LTD$1.0M0.01%209,687CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$991,1710.01%2,266CommonSOLE
577081102MATMATTEL INC$976,2390.01%49,505CommonSOLE
85208T107CXMSPRINKLR INC$966,3100.01%114,221CommonSOLE
904311206UAUNDER ARMOUR INC$959,6760.01%147,870CommonSOLE
46131B704IVRINVESCO MORTGAGE CAPITAL INC$959,0520.01%122,328CommonSOLE
20030N101CMCSACOMCAST CORP NEW$929,8670.01%26,054CommonSOLE
314211103FHIFEDERATED HERMES INC$924,8700.01%20,868CommonSOLE
03945R102ACHRARCHER AVIATION INC$881,8660.01%81,278CommonSOLE
149150104CATYCATHAY GEN BANCORP$831,1050.01%18,254CommonSOLE
165167180EXEELEXPAND ENERGY CORPORATION$813,0830.01%7,498CommonSOLE
15101Q207CLSCELESTICA INC$800,6760.01%5,135CommonSOLE
457730109INSPINSPIRE MED SYS INC$775,2460.01%5,974CommonSOLE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$733,5400.01%88,272CommonSOLE
91325V108UNITUNITI GROUP INC$730,9570.01%169,203CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$725,4850.01%64,660CommonSOLE
29269R105EFXTENERFLEX LTD$724,9180.01%92,014CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$675,1090.01%6,550CommonSOLE
596278101MIDDMIDDLEBY CORP$660,2400.01%4,585CommonSOLE
29476L107EQREQUITY RESIDENTIAL$648,7140.01%9,612CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$620,6430.01%13,563CommonSOLE
05465C100AXAXOS FINANCIAL INC$616,2280.01%8,104CommonSOLE
589400100MCYMERCURY GENL CORP NEW$613,0630.01%9,104CommonSOLE
511656100LKFNLAKELAND FINL CORP$597,4170.00%9,722CommonSOLE
001084102AGCOAGCO CORP$595,3360.00%5,771CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$582,1510.00%49,970CommonSOLE
69376K106RPCP10 INC$580,6700.00%56,817CommonSOLE
720190206PDMPIEDMONT REALTY TRUST INC$575,8150.00%78,987CommonSOLE
20464U100COMPCOMPASS INC$572,7860.00%91,208CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$552,3760.00%17,767CommonSOLE
16934Q802CIMCHIMERA INVT CORP$481,1640.00%34,691CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$476,3370.00%26,851CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$465,9990.00%20,252CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$464,7200.00%3,974CommonSOLE
Y4600W108KAROKAROOOOO LTD$453,4080.00%9,257CommonSOLE
784730103SSRMSSR MINING IN$441,9070.00%34,714CommonSOLE
03213A104AMPLAMPLITUDE INC$428,3580.00%34,545CommonSOLE
092113109BKHBLACK HILLS CORP$424,0040.00%7,558CommonSOLE
45867G101IDCCINTERDIGITAL INC$422,8980.00%1,886CommonSOLE
87266M107TRTXTPG RE FIN TR INC$418,9180.00%54,264CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$382,6560.00%60,739CommonSOLE
74727A104QCRHQCR HOLDINGS INC$368,6290.00%5,429CommonSOLE
29275Y102ENSENERSYS$361,8640.00%4,219CommonSOLE
36118L106FUTUFUTU HLDGS LTD$333,6930.00%2,700CommonSOLE
02361E108AMRCAMERESCO INC$321,9980.00%21,198CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$321,1280.00%56,249CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$317,6120.00%974CommonSOLE
049468101TEAMATLASSIAN CORPORATION$301,7920.00%1,486CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$282,3290.00%5,763CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$268,2940.00%860CommonSOLE
89346D107TACTRANSALTA CORP$252,1150.00%23,418CommonSOLE
189054109CLXCLOROX CO DEL$249,7460.00%2,080CommonSOLE
758849103REGREGENCY CTRS CORP$240,3300.00%3,374CommonSOLE
864159108RGRSTURM RUGER & CO INC$233,9960.00%6,518CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$228,2500.00%2,511CommonSOLE
387432107GRNTGRANITE RIDGE RESOURCES INC$222,2490.00%34,890CommonSOLE
44951W106IESCIES HLDGS INC$219,2100.00%740CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$217,3890.00%1,133CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$207,7960.00%17,806CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$206,2880.00%11,187CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$202,2080.00%3,918CommonSOLE
747525103QCOMQUALCOMM INC$201,9420.00%1,268CommonSOLE
05379B107AVAAVISTA CORP$200,9450.00%5,295CommonSOLE
489398107KWKENNEDY-WILSON HOLDINGS INC$162,3430.00%23,874CommonNONE
644535106NGDNNEW GOLD INC CDA$145,0900.00%29,243CommonSOLE
292671708UUUUENERGY FUELS INC$122,0560.00%21,162CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$114,6720.00%40,520CommonNONE
68634K106ORLAORLA MNG LTD NEW$107,7760.00%10,750CommonSOLE
92719V100VMEO*VIMEO INC$46,1610.00%11,426CommonNONE
N97284108NBISNEBIUS GROUP N.V.$018,000CommonSOLE

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.