MondegarAI
Alyeska Investment Group, L.P.

Q2 2025 · 13F-HR

Alyeska Investment Group, L.P.holdings as filed

Filed 2025-08-14 · accession 0001172661-25-003461

$28.38B
Reported value
542
Positions
2025-06-30
Period end
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The Brief · Alyeska Investment Group, L.P. · Q2 2025

AI · grounded in 13F

Alyeska Investment Group, L.P. established a new position in IVV valued at $2.89B. The fund also initiated new stakes in META for $627.1M and CRWV for $472.9M. Additional new positions include GOOGL, MSFT, and JPM.

Holdings as filed

First 500 of 542

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$2.89B10.2%4,653,980CommonSOLE
30303M102METAMETA PLATFORMS INC$627.1M2.21%849,693CommonSOLE
21873S108CRWVCOREWEAVE INC$472.9M1.67%2,900,000CommonSOLE
02079K305GOOGLALPHABET INC$411.6M1.45%2,335,726CommonSOLE
594918104MSFTMICROSOFT CORP$395.2M1.39%794,551CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$386.9M1.36%1,334,602CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$355.1M1.25%1,151,425CommonSOLE
040413205ANETARISTA NETWORKS INC$310.4M1.09%3,034,238CommonSOLE
94419L101WWAYFAIR INC$298.3M1.05%5,833,171CommonSOLE
23804L103DDOGDATADOG INC$292.8M1.03%2,179,869CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$292.6M1.03%1,204,962CommonSOLE
023135106AMZNAMAZON COM INC$288.0M1.01%1,312,890CommonSOLE
097023105BABOEING CO$288.0M1.01%1,374,604CommonSOLE
052769106ADSKAUTODESK INC$281.4M0.99%909,057CommonSOLE
122017106BURLBURLINGTON STORES INC$270.8M0.95%1,164,101CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$242.8M0.86%4,323,281CommonSOLE
285512109EAELECTRONIC ARTS INC$237.3M0.84%1,485,891CommonSOLE
90138F102TWLOTWILIO INC$235.4M0.83%1,892,908CommonSOLE
254687106DISDISNEY WALT CO$218.5M0.77%1,761,999CommonSOLE
109641100EATBRINKER INTL INC$210.2M0.74%1,165,911CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$198.7M0.70%745,873CommonSOLE
002824100ABTABBOTT LABS$194.7M0.69%1,431,806CommonSOLE
574795100MASIMASIMO CORP$190.8M0.67%1,134,490CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$190.6M0.67%1,343,343CommonSOLE
256163106DOCUDOCUSIGN INC$190.4M0.67%2,445,070CommonSOLE
Y2573F102FLEXFLEX LTD$181.4M0.64%3,633,342CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$180.7M0.64%1,325,400PUTSOLE
461202103INTUINTUIT$180.2M0.63%228,770CommonSOLE
235851102DHRDANAHER CORPORATION$178.2M0.63%902,311CommonSOLE
79466L302CRMSALESFORCE INC$176.0M0.62%645,510CommonSOLE
871607107SNPSSYNOPSYS INC$175.0M0.62%341,293CommonSOLE
92276F100VTRVENTAS INC$173.3M0.61%2,744,918CommonSOLE
22822V101CCICROWN CASTLE INC$170.0M0.60%1,654,629CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$159.8M0.56%731,599CommonSOLE
29444U700EQIXEQUINIX INC$151.6M0.53%190,599CommonSOLE
78440X887SLGSL GREEN RLTY CORP$150.3M0.53%2,428,487CommonSOLE
05329W102ANAUTONATION INC$146.4M0.52%736,778CommonSOLE
26884L109EQTEQT CORP$145.7M0.51%2,498,971CommonSOLE
72352L106PINSPINTEREST INC$144.0M0.51%4,015,065CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$143.8M0.51%2,295,835CommonSOLE
501044101KRKROGER CO$142.1M0.50%1,981,056CommonSOLE
060505104BACBANK AMERICA CORP$140.7M0.50%2,973,044CommonSOLE
882508104TXNTEXAS INSTRS INC$139.4M0.49%671,647CommonSOLE
008073108AVAVAEROVIRONMENT INC$138.9M0.49%487,611CommonSOLE
G0403H108AONAON PLC$134.4M0.47%376,714CommonSOLE
229663109CUBECUBESMART$133.5M0.47%3,140,488CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$133.3M0.47%626,454CommonSOLE
74935Q107RBARB GLOBAL INC$132.0M0.47%1,243,363CommonSOLE
56585A102MPCMARATHON PETE CORP$131.3M0.46%790,557CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$126.9M0.45%988,322CommonSOLE
384802104GWWGRAINGER W W INC$125.9M0.44%120,996CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$125.8M0.44%5,934,172CommonSOLE
90384S303ULTAULTA BEAUTY INC$122.4M0.43%261,572CommonSOLE
493267108KEYKEYCORP$122.0M0.43%7,002,051CommonSOLE
37733W204GSKGSK PLC$121.2M0.43%3,156,875CommonSOLE
G02602103DOXAMDOCS LTD$119.3M0.42%1,307,903CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$119.1M0.42%8,743,119CommonSOLE
504922105LHLABCORP HOLDINGS INC$118.0M0.42%449,422CommonSOLE
46266C105IQVIQVIA HLDGS INC$117.5M0.41%745,904CommonSOLE
G3323L100FNFABRINET$117.2M0.41%397,587CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$116.6M0.41%3,965,375CommonSOLE
64110L106NFLXNETFLIX INC$114.0M0.40%85,104CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$113.2M0.40%159,985CommonSOLE
760759100RSGREPUBLIC SVCS INC$111.7M0.39%453,048CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$111.7M0.39%678,456CommonSOLE
922280102VRNSVARONIS SYS INC$111.4M0.39%2,195,730CommonSOLE
20717M1038QRCONFLUENT INC$109.4M0.39%4,387,435CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$108.8M0.38%3,411,068CommonSOLE
03674X106ARANTERO RESOURCES CORP$107.5M0.38%2,668,996CommonSOLE
55087P104LYFTLYFT INC$107.1M0.38%6,792,613CommonSOLE
00508Y102AYIACUITY INC$106.1M0.37%355,783CommonSOLE
19247G107COHRCOHERENT CORP$105.6M0.37%1,183,732CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$105.0M0.37%1,150,991CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$104.4M0.37%2,130,723CommonSOLE
860630102SFSTIFEL FINL CORP$103.6M0.36%997,899CommonSOLE
89151E109TTENTOTALENERGIES SE$102.4M0.36%1,668,412CommonSOLE
88339J105TTDTHE TRADE DESK INC$102.1M0.36%1,417,899CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$101.7M0.36%437,428CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$100.5M0.35%196,234CommonSOLE
00287Y109ABBVABBVIE INC$98.4M0.35%530,129CommonSOLE
15118V207CELHCELSIUS HLDGS INC$96.9M0.34%2,089,232CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$96.9M0.34%1,074,836CommonSOLE
91733P107USARUSA RARE EARTH INC$96.9M0.34%8,889,870CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$95.7M0.34%4,446,853CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$95.6M0.34%568,753CommonSOLE
L44385109GLOBGLOBANT S A$93.1M0.33%1,024,361CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$92.4M0.33%2,154,665CommonSOLE
03945R102ACHRARCHER AVIATION INC$92.2M0.32%8,500,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$90.7M0.32%178,148CommonSOLE
88579Y101MMM3M CO$88.5M0.31%581,337CommonSOLE
87612G101TRGPTARGA RES CORP$86.2M0.30%495,181CommonSOLE
460146103IPINTERNATIONAL PAPER CO$85.7M0.30%1,829,888CommonSOLE
149123101CATCATERPILLAR INC$85.0M0.30%218,946CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$84.5M0.30%880,454CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$83.6M0.29%1,508,103CommonSOLE
478160104JNJJOHNSON & JOHNSON$82.9M0.29%542,541CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$81.9M0.29%555,308CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$81.8M0.29%2,144,677CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$81.6M0.29%1,109,186CommonSOLE
G0176J109ALLEALLEGION PLC$80.8M0.28%560,906CommonSOLE
69047Q102OVVOVINTIV INC$80.2M0.28%2,107,800CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$80.2M0.28%493,597CommonSOLE
94106L109WMWASTE MGMT INC DEL$79.8M0.28%348,957CommonSOLE
14174T107CTRECARETRUST REIT INC$79.8M0.28%2,606,994CommonSOLE
136385101CNQCANADIAN NAT RES LTD$79.1M0.28%2,520,031CommonSOLE
81764X103TTANSERVICETITAN INC$78.6M0.28%732,933CommonSOLE
780259305SHELSHELL PLC$77.6M0.27%1,102,159CommonSOLE
654106103NKENIKE INC$77.1M0.27%1,085,524CommonSOLE
071813109BAXBAXTER INTL INC$77.1M0.27%2,545,185CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$76.6M0.27%2,090,618CommonSOLE
G7S00T104PNRPENTAIR PLC$75.8M0.27%738,358CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$74.3M0.26%515,951CommonSOLE
77543R102ROKUROKU INC$73.5M0.26%835,961CommonSOLE
88025T102TENBTENABLE HLDGS INC$72.9M0.26%2,157,785CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$71.2M0.25%283,965CommonSOLE
03073E105CORCENCORA INC$70.7M0.25%235,733CommonSOLE
433313103HNGEHINGE HEALTH INC$70.5M0.25%1,363,061CommonSOLE
64110D104NTAPNETAPP INC$69.9M0.25%656,138CommonSOLE
222795502CUZCOUSINS PPTYS INC$69.5M0.24%2,315,512CommonSOLE
16411R208LNGCHENIERE ENERGY INC$68.9M0.24%283,063CommonSOLE
49177J102KVUEKENVUE INC$68.6M0.24%3,277,050CommonSOLE
008492100ADCAGREE RLTY CORP$68.4M0.24%936,393CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$66.7M0.23%2,251,848CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$66.5M0.23%8,676,732CommonSOLE
546347105LPXLOUISIANA PAC CORP$65.7M0.23%764,387CommonSOLE
745867101PHMPULTE GROUP INC$65.0M0.23%616,306CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$64.5M0.23%3,876,330CommonSOLE
48251W104KKRKKR & CO INC$64.4M0.23%484,263CommonSOLE
09062X103BIIBBIOGEN INC$63.9M0.23%508,773CommonSOLE
29414B104EPAMEPAM SYS INC$63.7M0.22%360,148CommonSOLE
G54950103LINLINDE PLC$62.2M0.22%132,641CommonSOLE
143658300CCL1EURCARNIVAL CORP$61.6M0.22%2,190,753CommonSOLE
440452100HRLHORMEL FOODS CORP$61.2M0.22%2,023,365CommonSOLE
929740108WABWABTEC$60.9M0.21%291,067CommonSOLE
457669307INSMINSMED INC$60.8M0.21%603,702CommonSOLE
47030M106JAMES HARDIE INDS PLC$60.7M0.21%2,255,999CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$60.2M0.21%1,251,490CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$59.9M0.21%192,000CommonSOLE
778296103ROSTROSS STORES INC$59.9M0.21%469,297CommonSOLE
969904101WSMWILLIAMS SONOMA INC$58.3M0.21%356,694CommonSOLE
958102105WDCWESTERN DIGITAL CORP$58.1M0.20%907,898CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$57.9M0.20%3,646,769CommonSOLE
37637K108GTLBGITLAB INC$55.6M0.20%1,232,654CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$55.3M0.19%800,466CommonSOLE
974155103WINGWINGSTOP INC$55.1M0.19%163,605CommonSOLE
G87110105FTITECHNIPFMC PLC$54.5M0.19%1,583,361CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$54.0M0.19%1,696,735CommonSOLE
G5960L103MDTMEDTRONIC PLC$53.8M0.19%617,500CommonSOLE
260003108DOVDOVER CORP$53.8M0.19%293,619CommonSOLE
682189105ONON SEMICONDUCTOR CORP$53.7M0.19%1,025,369CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$52.8M0.19%799,744CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$52.0M0.18%1,429,437CommonSOLE
36467W109GMEGAMESTOP CORP NEW$51.9M0.18%2,128,821CommonSOLE
74346Y103PROPROS HOLDINGS INC$51.8M0.18%3,304,844CommonSOLE
759916109RGENREPLIGEN CORP$51.4M0.18%413,316CommonSOLE
037833100AAPLAPPLE INC$51.3M0.18%249,806CommonSOLE
147528103CASYCASEYS GEN STORES INC$50.6M0.18%99,160CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$49.9M0.18%1,150,219CommonSOLE
536797103LADLITHIA MTRS INC$49.4M0.17%146,230CommonSOLE
91529Y106UNMUNUM GROUP$49.1M0.17%608,304CommonSOLE
12514G108CDWCDW CORP$49.0M0.17%274,580CommonSOLE
750491102RDNTRADNET INC$48.7M0.17%855,901CommonSOLE
902653104UDRUDR INC$47.9M0.17%1,172,656CommonSOLE
929160109VMCVULCAN MATLS CO$47.4M0.17%181,689CommonSOLE
893641100TDGTRANSDIGM GROUP INC$45.8M0.16%30,141CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$45.6M0.16%584,636CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$45.1M0.16%245,958CommonSOLE
338307101FIVNFIVE9 INC$44.7M0.16%1,688,868CommonSOLE
G4000K175GRRRGORILLA TECHNOLOGY GROUP INC$44.6M0.16%2,244,232CommonSOLE
609207105MDLZMONDELEZ INTL INC$44.6M0.16%661,580CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$44.4M0.16%292,712CommonSOLE
579780206MKCMCCORMICK & CO INC$44.0M0.16%580,792CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$44.0M0.15%1,566,249CommonSOLE
69349H107TXNMTXNM ENERGY INC$43.4M0.15%770,766CommonSOLE
718546104PSXPHILLIPS 66$41.7M0.15%349,914CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$41.7M0.15%562,492CommonSOLE
372460105GPCGENUINE PARTS CO$41.5M0.15%341,723CommonSOLE
91332U101UUNITY SOFTWARE INC$41.3M0.15%1,707,826CommonSOLE
85254J102STAGSTAG INDL INC$40.8M0.14%1,124,665CommonSOLE
032095101APHAMPHENOL CORP NEW$40.8M0.14%412,788CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$40.7M0.14%2,430,458CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$40.1M0.14%4,009,513CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$39.8M0.14%3,952,364CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$39.8M0.14%1,136,108CommonSOLE
01626W101ALITALIGHT INC$39.7M0.14%7,015,019CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$39.6M0.14%3,263,226CommonSOLE
907818108UNPUNION PAC CORP$39.5M0.14%171,824CommonSOLE
680033107ONBOLD NATL BANCORP IND$39.4M0.14%1,848,486CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$39.3M0.14%1,667,400CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$38.4M0.14%524,519CommonSOLE
17253J106CIFRCIPHER MINING INC$37.9M0.13%7,931,415CommonSOLE
577081102MATMATTEL INC$37.6M0.13%1,905,904CommonSOLE
53947R105LOARLOAR HOLDINGS INC$37.5M0.13%435,000CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$37.3M0.13%445,352CommonSOLE
679295105OKTAOKTA INC$37.2M0.13%372,416CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$37.2M0.13%800,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$37.1M0.13%317,858CommonSOLE
256746108DLTRDOLLAR TREE INC$37.0M0.13%374,013CommonSOLE
896239100TRMBTRIMBLE INC$37.0M0.13%486,652CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$36.6M0.13%176,367CommonSOLE
046353108AZNNASTRAZENECA PLC$35.9M0.13%513,311CommonSOLE
36165L108GDSGDS HLDGS LTD$35.7M0.13%1,167,813CommonSOLE
004239109AKRACADIA RLTY TR$34.7M0.12%1,867,443CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$34.5M0.12%218,748CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$34.1M0.12%180,000CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$33.0M0.12%81,174CommonSOLE
020002101ALLALLSTATE CORP$32.5M0.11%161,476CommonSOLE
92936U109WPCWP CAREY INC$32.5M0.11%520,293CommonSOLE
891160509TDTORONTO DOMINION BK ONT$32.1M0.11%436,687CommonSOLE
75734B100RDDTREDDIT INC$31.7M0.11%210,856CommonSOLE
055622104BPBP PLC$31.3M0.11%1,047,185CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$31.3M0.11%393,441CommonSOLE
534187109LNCLINCOLN NATL CORP IND$31.0M0.11%895,156CommonSOLE
448579102HHYATT HOTELS CORP$30.8M0.11%220,648CommonSOLE
00218A105ASPIASP ISOTOPES INC$30.8M0.11%4,179,934CommonSOLE
011659109ALKALASKA AIR GROUP INC$30.7M0.11%621,284CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$30.6M0.11%1,826,639CommonSOLE
H11356104BGBUNGE GLOBAL SA$30.5M0.11%380,506CommonSOLE
92333F101VGVENTURE GLOBAL INC$30.4M0.11%1,949,550CommonSOLE
03662Q105AKXANSYS INC$30.2M0.11%85,847CommonSOLE
80105N105SNYSANOFI$30.0M0.11%621,417CommonSOLE
580135101MCDMCDONALDS CORP$29.9M0.11%102,213CommonSOLE
29476L107EQREQUITY RESIDENTIAL$29.8M0.11%441,651CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$29.8M0.10%111,390CommonSOLE
78574H104SOCSABLE OFFSHORE CORP$29.8M0.10%1,355,754CommonSOLE
H01301128ALCALCON AG$29.7M0.10%336,381CommonSOLE
354613101BENFRANKLIN RESOURCES INC$29.3M0.10%1,230,498CommonSOLE
235825205DANDANA INC$29.3M0.10%1,709,703CommonSOLE
09260D107BXBLACKSTONE INC$29.0M0.10%193,847CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$28.9M0.10%65,000CommonSOLE
126402106CSWCSW INDUSTRIALS INC$28.7M0.10%100,013CommonSOLE
59001A102MTHMERITAGE HOMES CORP$28.4M0.10%424,782CommonSOLE
14316J108CGCARLYLE GROUP INC$28.2M0.10%549,334CommonSOLE
690145206OMOUTSET MED INC$28.1M0.10%1,464,582CommonSOLE
25809K105DASHDOORDASH INC$28.1M0.10%113,891CommonSOLE
85423L103SAROSTANDARDAERO INC$27.9M0.10%880,621CommonSOLE
75513E101RTXRTX CORPORATION$27.8M0.10%190,148CommonSOLE
369604301GEGE AEROSPACE$27.6M0.10%107,219CommonSOLE
733174700BPOPPOPULAR INC$27.4M0.10%248,213CommonSOLE
74762E102QUREQUANTA SVCS INC$27.4M0.10%72,353CommonSOLE
17275R102CSCOCISCO SYS INC$27.3M0.10%393,394CommonSOLE
500255104KSSKOHLS CORP$27.0M0.10%3,182,194CommonSOLE
436440101HO1HOLOGIC INC$26.9M0.09%412,113CommonSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$26.7M0.09%849,024CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$26.5M0.09%1,149,605CommonSOLE
127097103CTRACOTERRA ENERGY INC$26.5M0.09%1,042,548CommonSOLE
00206R102TAT&T INC$25.9M0.09%895,415CommonSOLE
69924R1086PMPARAMOUNT GROUP INC$25.8M0.09%4,222,048CommonSOLE
88033G407THCTENET HEALTHCARE CORP$25.6M0.09%145,466CommonSOLE
02156V109OKLOOKLO INC$25.5M0.09%455,519CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$25.4M0.09%2,398,659CommonSOLE
980745103WWDWOODWARD INC$25.4M0.09%103,477CommonSOLE
127190304CACICACI INTL INC$25.4M0.09%53,198CommonSOLE
16679L109CHWYCHEWY INC$25.3M0.09%594,431CommonSOLE
G4705A100ICLRICON PLC$25.1M0.09%172,500CommonSOLE
91704F104UEURBAN EDGE PPTYS$25.0M0.09%1,342,425CommonSOLE
86771W105RUNSUNRUN INC$24.7M0.09%3,019,957CommonSOLE
253868103DLRDIGITAL RLTY TR INC$24.6M0.09%141,139CommonSOLE
95082P105WCCWESCO INTL INC$24.1M0.08%129,920CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$23.7M0.08%911,171CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$23.5M0.08%455,649CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$23.4M0.08%350,000CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$23.2M0.08%527,388CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$23.1M0.08%1,053,741CommonSOLE
G29183103ETNEATON CORP PLC$22.9M0.08%64,115CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$22.9M0.08%2,827,096CommonSOLE
191216100KOCOCA COLA CO$22.8M0.08%322,901CommonSOLE
68278B107K4FONESTREAM INC$22.6M0.08%800,000CommonSOLE
403949100DINOHF SINCLAIR CORP$22.4M0.08%545,734CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$22.3M0.08%230,755CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$22.3M0.08%595,856CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$21.6M0.08%203,868CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$21.4M0.08%780,291CommonSOLE
969457100WMBWILLIAMS COS INC$21.0M0.07%333,859CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$20.9M0.07%759,375CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$20.8M0.07%176,250CommonSOLE
G8068L108SNSHARKNINJA INC$20.8M0.07%210,000CommonSOLE
753422104RPDRAPID7 INC$20.4M0.07%883,348CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$20.2M0.07%108,594CommonSOLE
60937P106MDBMONGODB INC$20.1M0.07%95,810CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$19.6M0.07%121,831CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$19.6M0.07%3,012,187CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$19.5M0.07%243,873CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$18.9M0.07%146,221CommonSOLE
031100100AMEAMETEK INC$18.7M0.07%103,546CommonSOLE
74967X103RHRH$18.7M0.07%99,079CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$18.5M0.07%1,474,208CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$18.5M0.07%72,248CommonSOLE
960413102WLKWESTLAKE CORPORATION$18.1M0.06%238,128CommonSOLE
402635502GPORGULFPORT ENERGY CORP$17.9M0.06%89,015CommonSOLE
G98196101W9N0WNS HLDGS LTD$17.6M0.06%279,006CommonSOLE
949746101WMT2WELLS FARGO CO NEW$17.5M0.06%218,800CommonSOLE
N00985106AERAERCAP HOLDINGS NV$17.5M0.06%149,662CommonSOLE
413160102HLITHARMONIC INC$17.4M0.06%1,839,601CommonSOLE
444097109HUDSON PAC PPTYS INC$17.1M0.06%6,252,122CommonSOLE
97650W108WTFCWINTRUST FINL CORP$16.8M0.06%135,601CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$16.8M0.06%1,849,325CommonSOLE
553368101MPMP MATERIALS CORP$16.8M0.06%503,939CommonSOLE
254067101DDSDILLARDS INC$16.7M0.06%40,000CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$16.6M0.06%778,570CommonSOLE
315616102FFIVF5 INC$16.3M0.06%55,278CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$16.2M0.06%777,994CommonSOLE
833445109SNOWSNOWFLAKE INC$16.2M0.06%72,440CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$16.1M0.06%126,787CommonSOLE
N14506104ESTCELASTIC N V$15.9M0.06%188,592CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$15.8M0.06%1,048,443CommonSOLE
099724106BWABORGWARNER INC$15.7M0.06%468,171CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$15.5M0.05%170,068CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$15.4M0.05%465,480CommonSOLE
911684108ADUNITED STATES CELLULAR CORP$15.0M0.05%234,463CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$14.7M0.05%1,273,769CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$14.3M0.05%1,667,880CommonSOLE
918090101UTZUTZ BRANDS INC$14.3M0.05%1,137,501CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$14.2M0.05%420,283CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$14.2M0.05%391,159CommonSOLE
77311W101RKTROCKET COS INC$14.1M0.05%993,888CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14.1M0.05%69,215CommonSOLE
832696405SJMSMUCKER J M CO$14.0M0.05%142,374CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$13.9M0.05%508,394CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$13.9M0.05%1,000,000CommonSOLE
22041X102CRSRCORSAIR GAMING INC$13.7M0.05%1,456,444CommonSOLE
116794108BRKRBRUKER CORP$13.4M0.05%325,000CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$13.3M0.05%468,815CommonSOLE
65473P105NINISOURCE INC$13.2M0.05%327,235CommonSOLE
629377508NRGNRG ENERGY INC$12.9M0.05%80,637CommonSOLE
963320106WHRWHIRLPOOL CORP$12.9M0.05%126,815CommonSOLE
67066G104NVDANVIDIA CORPORATION$12.8M0.04%80,733CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$12.7M0.04%508,867CommonSOLE
98954M200ZZILLOW GROUP INC$12.7M0.04%180,729CommonSOLE
00258Y104ABXABACUS GLOBAL MGMT INC$12.5M0.04%2,429,378CommonSOLE
G1827P106CEPTCANTOR EQUITY PARTNERS II IN$12.4M0.04%1,120,701CommonSOLE
G5S37H101MRXMAREX GROUP PLC$12.3M0.04%311,969CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$12.2M0.04%1,751,517CommonSOLE
224408104CRCRANE COMPANY$12.1M0.04%63,959CommonSOLE
277276101EGPEASTGROUP PPTYS INC$12.0M0.04%71,983CommonSOLE
443573100HUBSHUBSPOT INC$11.9M0.04%21,468CommonSOLE
75776W103RDWREDWIRE CORPORATION$11.8M0.04%725,000CommonSOLE
20602D101CNXCCONCENTRIX CORP$11.8M0.04%222,833CommonSOLE
92846Q107COCOVITA COCO CO INC$11.7M0.04%325,000CommonSOLE
337738108FISVFISERV INC$11.5M0.04%66,924CommonSOLE
18915M107NETCLOUDFLARE INC$11.5M0.04%58,891CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$11.5M0.04%301,478CommonSOLE
30226D106EXTREXTREME NETWORKS$11.5M0.04%640,554CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$11.5M0.04%228,509CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$11.2M0.04%50,689CommonSOLE
G65431127NENOBLE CORP PLC$11.2M0.04%420,358CommonSOLE
888787108TOSTTOAST INC$11.1M0.04%250,000PUTSOLE
03831W108APPAPPLOVIN CORP$10.9M0.04%31,173CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$10.9M0.04%273,038CommonSOLE
35922N100FVRFRONTVIEW REIT INC$10.7M0.04%894,546CommonSOLE
751212101RLRALPH LAUREN CORP$10.7M0.04%39,120CommonSOLE
537008104LFUSLITTELFUSE INC$10.7M0.04%47,257CommonSOLE
64119V303NTSTNETSTREIT CORP$10.7M0.04%632,396CommonSOLE
93148P102WDWALKER & DUNLOP INC$10.7M0.04%151,684CommonSOLE
G32089107ETORETORO GROUP LTD$10.7M0.04%160,000CommonSOLE
816850101SMTCSEMTECH CORP$10.4M0.04%231,352CommonSOLE
875465106SKTTANGER INC$10.4M0.04%340,707CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$10.3M0.04%300,000CommonSOLE
23204X103CTOSCUSTOM TRUCK ONE SOURCE INC$10.1M0.04%2,047,524CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$10.1M0.04%1,916,112CommonSOLE
002205102AZA2Z CUST2MATE SOLUTIONS CORP$10.1M0.04%950,987CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$10.0M0.04%376,000CommonSOLE
55024U109LITELUMENTUM HLDGS INC$10.0M0.04%105,179CommonSOLE
553530106MSMMSC INDL DIRECT INC$9.7M0.03%114,621CommonSOLE
832248207SFDSMITHFIELD FOODS INC$9.6M0.03%408,980CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$9.5M0.03%215,585CommonSOLE
29364G103ETRENTERGY CORP NEW$9.4M0.03%112,560CommonSOLE
21900C308CRMDCORMEDIX INC$9.2M0.03%750,000CommonSOLE
939653101ELMEELME COMMUNITIES$9.2M0.03%576,656CommonSOLE
513272104LWLAMB WESTON HLDGS INC$9.1M0.03%175,921CommonSOLE
831865209AOSSMITH A O CORP$9.0M0.03%137,557CommonSOLE
155923105CTRICENTURI HOLDINGS INC$9.0M0.03%400,000CommonSOLE
67421JAC2OTLY 9.25 09/14/28OATLY GROUP AB$8.9M0.03%12,052,969CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$8.8M0.03%516,832CommonSOLE
852234103XYZBLOCK INC$8.7M0.03%127,986CommonSOLE
15687V109CERTCERTARA INC$8.3M0.03%709,611CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$8.0M0.03%1,640,821CommonSOLE
92243G108PCVXVAXCYTE INC$8.0M0.03%244,775CommonSOLE
004468500ACHVACHIEVE LIFE SCIENCES INC$7.9M0.03%3,504,333CommonSOLE
680665205OLNOLIN CORP$7.9M0.03%390,779CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$7.8M0.03%1,523,886CommonSOLE
718172109PMPHILIP MORRIS INTL INC$7.7M0.03%42,136CommonSOLE
78454L100SMSM ENERGY CO$7.6M0.03%307,413CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$7.4M0.03%53,934CommonSOLE
127537207CDZICADIZ INC$7.4M0.03%2,478,308CommonSOLE
87318A101TWFGTWFG INC$7.4M0.03%211,586CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$7.4M0.03%1,059,263CommonSOLE
12674W109CABACABALETTA BIO INC$7.3M0.03%4,800,000CommonSOLE
00187Y100APGAPI GROUP CORP$7.2M0.03%141,623CommonSOLE
002120202ATYRATYR PHARMA INC$7.2M0.03%1,412,749CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$7.1M0.02%425,000CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$7.1M0.02%814,653CommonSOLE
150870103CECELANESE CORP DEL$7.0M0.02%125,854CommonSOLE
N5749R1002GHMERUS N V$6.6M0.02%125,000CommonSOLE
20459V105GPGICOMPOSECURE INC$6.4M0.02%456,556CommonSOLE
52635N103LENZLENZ THERAPEUTICS INC$6.4M0.02%217,113CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$6.3M0.02%159,008CommonSOLE
Q4982L109IRENIREN LIMITED$6.1M0.02%418,961CommonSOLE
115637209BF/BBROWN FORMAN CORP$6.1M0.02%225,000CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$6.0M0.02%2,075,882CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$6.0M0.02%258,678CommonSOLE
80401C100SATLSATELLOGIC INC$6.0M0.02%1,650,548CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$5.9M0.02%250,000CommonSOLE
58155Q103MCKMCKESSON CORP$5.9M0.02%8,065CommonSOLE
87422Q109TLNTALEN ENERGY CORP$5.8M0.02%20,062CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$5.8M0.02%1,405,790CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$5.7M0.02%309,885CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$5.7M0.02%960,881CommonSOLE
282559103ETNBGBP89BIO INC$5.7M0.02%576,973CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$5.6M0.02%516,141CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$5.6M0.02%275,000CommonSOLE
703343103PATKPATRICK INDS INC$5.5M0.02%59,970CommonSOLE
38341P102GOSSGOSSAMER BIO INC$5.5M0.02%4,459,087CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$5.4M0.02%118,776CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$5.4M0.02%293,080CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$5.4M0.02%3,007,775CommonSOLE
00510N102TICACUREN CORP$5.3M0.02%484,548CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$5.3M0.02%450,000CommonSOLE
G2003N113BEAGUBOLD EAGLE ACQUISITION CORP$5.3M0.02%499,990CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$5.3M0.02%125,000CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$5.3M0.02%305,700CommonSOLE
05479K106ELUTELUTIA INC$5.2M0.02%2,643,445CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$5.1M0.02%290,092CommonSOLE
670837103OGEOGE ENERGY CORP$5.0M0.02%112,754CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$5.0M0.02%500,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.0M0.02%44,661CommonSOLE
750940108RALRALLIANT CORP$4.8M0.02%100,000CommonSOLE
693691107PSQHPSQ HOLDINGS INC$4.8M0.02%2,354,239CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$4.8M0.02%200,846CommonSOLE
013091103ACIALBERTSONS COS INC$4.7M0.02%219,482CommonSOLE
68170A108OMDAOMADA HEALTH INC$4.7M0.02%257,745CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$4.6M0.02%250,000CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$4.5M0.02%189,491CommonSOLE
565394103CARTMAPLEBEAR INC$4.5M0.02%99,377CommonSOLE
767292105RIOTRIOT PLATFORMS INC$4.4M0.02%393,391CommonSOLE
608190104MHKMOHAWK INDS INC$4.4M0.02%41,973CommonSOLE
831349105SLDESLIDE INS HLDGS INC$4.2M0.01%191,922CommonSOLE
34629L202FRGEFORGE GLOBAL HOLDINGS INC$4.0M0.01%210,028CommonSOLE
654484609NBNIOCORP DEVS LTD$3.9M0.01%1,677,239CommonSOLE
156944100CGONCG ONCOLOGY INC$3.9M0.01%150,000CommonSOLE
89157D105TRMLTOURMALINE BIO INC$3.9M0.01%243,744CommonSOLE
670703107NUVLNUVALENT INC$3.8M0.01%50,000CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.8M0.01%30,000CommonSOLE
81727U105SENS1GBPSENSEONICS HLDGS INC$3.7M0.01%7,838,003CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.6M0.01%3,664CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$3.6M0.01%650,000CommonSOLE
89142B107CURVTORRID HLDGS INC$3.6M0.01%1,204,505CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$3.5M0.01%125,000CommonSOLE
65487U108NKTXNKARTA INC$3.5M0.01%2,084,696CommonSOLE
Y4600W108KAROKAROOOOO LTD$3.4M0.01%70,000CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$3.4M0.01%91,282CommonSOLE
74317M104PALPROFICIENT AUTO LOGISTICS IN$3.4M0.01%466,128CommonSOLE
48563L101KRTKARAT PACKAGING INC$3.3M0.01%118,899CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.3M0.01%15,270CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$3.3M0.01%351,348CommonSOLE
M46528101FROFRONTLINE PLC$3.3M0.01%200,000CommonSOLE
55318A108MNTNMNTN INC$3.2M0.01%148,600CommonSOLE
829401108SIONSIONNA THERAPEUTICS INC$3.2M0.01%186,222CommonSOLE
44862P208HYMCHYCROFT MINING HOLDING CORP$3.1M0.01%1,000,000CommonSOLE
G3855L106GHRSGH RESEARCH PLC$3.1M0.01%254,975CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$3.0M0.01%598,819CommonSOLE
89680M101TLSITRISALUS LIFE SCIENCES INC$3.0M0.01%557,500CommonSOLE
10576N102BRZEBRAZE INC$3.0M0.01%107,520CommonSOLE
30052C107EOLSEVOLUS INC$3.0M0.01%325,000CommonSOLE
49803T300KRGKITE RLTY GROUP TR$3.0M0.01%131,287CommonSOLE
01626L204ALGSALIGOS THERAPEUTICS INC$3.0M0.01%412,000CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$3.0M0.01%494,808CommonSOLE
57776J100MXLMAXLINEAR INC$2.9M0.01%202,549CommonSOLE
665859104NTRSNORTHERN TR CORP$2.9M0.01%22,528CommonSOLE
248356107DNNDENISON MINES CORP$2.7M0.01%1,500,000CommonSOLE
863182101STRWSTRAWBERRY FIELDS REIT INC$2.7M0.01%255,191CommonSOLE
124411109BYBYLINE BANCORP INC$2.7M0.01%100,000CommonSOLE
00810F106ASLEAERSALE CORPORATION$2.7M0.01%442,256CommonSOLE
G1828A108CAEPCANTOR EQUITY PARTNERS III I$2.6M0.01%250,000CommonSOLE
G2891G204DIVERSIFIED ENERGY COMPANY P$2.6M0.01%176,704CommonSOLE
H5870P102OCSOCULIS HOLDING AG$2.5M0.01%131,332CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$2.5M0.01%933,475CommonSOLE
485924104KRMNKARMAN HLDGS INC$2.5M0.01%50,000CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$2.2M0.01%50,000CommonSOLE
03675P102AVRANTERIS TECHNOLOGIES GLOBAL$2.1M0.01%550,000CommonSOLE
576323109MTZMASTEC INC$2.1M0.01%12,117CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.0M0.01%10,045CommonSOLE
83086J200SKYESKYE BIOSCIENCE INC$1.9M0.01%456,163CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.8M0.01%17,424CommonSOLE
59267L107METSERA INC$1.6M0.01%55,000CommonSOLE
946784105WAYWAYSTAR HLDG CORP$1.5M0.01%37,669CommonSOLE
578784100MAZEMAZE THERAPEUTICS INC$1.5M0.01%125,000CommonSOLE
91688R108URGUR-ENERGY INC$1.5M0.01%1,454,894CommonSOLE
574599106MASMASCO CORP$1.5M0.01%22,915CommonSOLE
947890109WBSWEBSTER FINL CORP$1.5M0.01%26,952CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$1.3M0.00%102,518CommonSOLE
49456W105KLCKINDERCARE LEARNING COMPANIE$1.3M0.00%129,497CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$1.3M0.00%115,866CommonSOLE
42225T107HCATHEALTH CATALYST INC$1.3M0.00%346,089CommonSOLE
04681Y103ASICATEGRITY SPECIALTY IN CO HO$1.3M0.00%60,000CommonSOLE
M0854Q105ALLTALLOT LTD$1.3M0.00%150,000CommonSOLE
M7S64H106MNDYMONDAY COM LTD$1.3M0.00%4,060CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$1.2M0.00%75,000CommonSOLE
60785L207MODULAR MED INC$1.2M0.00%1,566,959CommonSOLE
744413204PIIIP3 HEALTH PARTNERS INC$1.1M0.00%180,906CommonSOLE

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.