MondegarAI
ADAGE CAPITAL PARTNERS GP, L.L.C.

Q3 2025 · 13F-HR

ADAGE CAPITAL PARTNERS GP, L.L.C.holdings as filed

Filed 2025-11-14 · accession 0001172661-25-004959

$63.14B
Reported value
872
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · ADAGE CAPITAL PARTNERS GP, L.L.C. · Q3 2025

AI · grounded in 13F

ADAGE CAPITAL PARTNERS GP, L.L.C. established a new position in NVDA valued at $4.2B. The fund also initiated new stakes in MSFT for $3.5B and AAPL for $3.4B. Additional new positions include AMZN at $2.0B and META at $1.5B.

Holdings as filed

First 500 of 872

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$4.20B6.65%22,508,110CommonSOLE
594918104MSFTMICROSOFT CORP$3.51B5.56%6,780,343CommonSOLE
037833100AAPLAPPLE INC$3.40B5.39%13,366,654CommonSOLE
023135106AMZNAMAZON COM INC$2.05B3.24%9,326,360CommonSOLE
30303M102METAMETA PLATFORMS INC$1.47B2.32%1,996,335CommonSOLE
11135F101AVGOBROADCOM INC$1.39B2.20%4,204,756CommonSOLE
02079K305GOOGLALPHABET INC$1.29B2.04%5,289,700CommonSOLE
88160R101TSLATESLA INC$1.09B1.73%2,452,500CommonSOLE
02079K107GOOGALPHABET INC$1.05B1.67%4,321,520CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$827.2M1.31%1,645,469CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$769.2M1.22%2,438,466CommonSOLE
532457108LLYELI LILLY & CO$615.6M0.98%806,866CommonSOLE
742718109PGPROCTER AND GAMBLE CO$581.6M0.92%3,785,073CommonSOLE
20825C104COPCONOCOPHILLIPS$561.1M0.89%5,932,377CommonSOLE
92826C839VVISA INC$523.2M0.83%1,532,540CommonSOLE
166764100CVXCHEVRON CORP NEW$510.1M0.81%3,284,841CommonSOLE
437076102HDHOME DEPOT INC$470.3M0.74%1,160,756CommonSOLE
64110L106NFLXNETFLIX INC$443.8M0.70%370,133CommonSOLE
68389X105ORCLORACLE CORP$440.7M0.70%1,567,016CommonSOLE
00287Y109ABBVABBVIE INC$427.1M0.68%1,844,792CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$424.7M0.67%746,610CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$422.1M0.67%11,965,633CommonSOLE
478160104JNJJOHNSON & JOHNSON$419.7M0.66%2,263,657CommonSOLE
931142103WMTWALMART INC$409.5M0.65%3,973,526CommonSOLE
060505104BACBANK AMERICA CORP$377.5M0.60%7,316,673CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$377.3M0.60%2,068,100CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$361.3M0.57%390,277CommonSOLE
260003108DOVDOVER CORP$350.0M0.55%2,098,002CommonSOLE
002824100ABTABBOTT LABS$307.7M0.49%2,296,987CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$280.7M0.44%2,552,642CommonSOLE
17275R102CSCOCISCO SYS INC$280.6M0.44%4,101,021CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$261.4M0.41%538,880CommonSOLE
79466L302CRMSALESFORCE INC$259.4M0.41%1,094,339CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$258.8M0.41%917,142CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$249.0M0.39%721,251CommonSOLE
369604301GEGE AEROSPACE$246.0M0.39%817,730CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$243.3M0.39%10,035,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$233.9M0.37%2,790,896CommonSOLE
30231G102XOMEXXON MOBIL CORP$231.4M0.37%2,051,952CommonSOLE
G0403H108AONAON PLC$230.4M0.36%646,069CommonSOLE
718172109PMPHILIP MORRIS INTL INC$229.6M0.36%1,415,454CommonSOLE
443510607HUBBHUBBELL INC$225.0M0.36%522,872CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$224.3M0.36%1,386,594CommonSOLE
254687106DISDISNEY WALT CO$221.5M0.35%1,934,925CommonSOLE
191216100KOCOCA COLA CO$210.9M0.33%3,180,182CommonSOLE
G5960L103MDTMEDTRONIC PLC$207.7M0.33%2,180,517CommonSOLE
595112103MUMICRON TECHNOLOGY INC$197.0M0.31%1,177,603CommonSOLE
00206R102TAT&T INC$196.3M0.31%6,952,239CommonSOLE
69047Q102OVVOVINTIV INC$194.3M0.31%4,812,109CommonSOLE
65339F101NEENEXTERA ENERGY INC$194.2M0.31%2,572,613CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$193.8M0.31%243,309CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$189.0M0.30%482,495CommonSOLE
580135101MCDMCDONALDS CORP$187.3M0.30%616,402CommonSOLE
512807306LRCXLAM RESEARCH CORP$187.1M0.30%1,397,320CommonSOLE
G54950103LINLINDE PLC$185.5M0.29%390,435CommonSOLE
457669307INSMINSMED INC$180.4M0.29%1,252,503CommonSOLE
64361Q101VNOMVIPER ENERGY INC$179.1M0.28%4,686,701CommonSOLE
03831W108APPAPPLOVIN CORP$176.9M0.28%246,200CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$176.1M0.28%1,797,235CommonSOLE
097023105BABOEING CO$173.8M0.28%805,236CommonSOLE
81762P102NOWSERVICENOW INC$164.8M0.26%179,100CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$164.0M0.26%3,731,372CommonSOLE
713448108PEPPEPSICO INC$163.6M0.26%1,164,979CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$161.3M0.26%2,538,267CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$161.2M0.26%4,597,892CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$159.9M0.25%712,091CommonSOLE
461202103INTUINTUIT$159.6M0.25%233,700CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$158.8M0.25%1,663,639CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$157.1M0.25%522,857CommonSOLE
747525103QCOMQUALCOMM INC$157.0M0.25%943,721CommonSOLE
172967424CCITIGROUP INC$156.7M0.25%1,543,986CommonSOLE
149123101CATCATERPILLAR INC$156.2M0.25%327,324CommonSOLE
617446448MSMORGAN STANLEY$153.3M0.24%964,234CommonSOLE
375558103GILDGILEAD SCIENCES INC$150.4M0.24%1,355,248CommonSOLE
778296103ROSTROSS STORES INC$149.8M0.24%982,786CommonSOLE
36828A101GEVGE VERNOVA INC$147.9M0.23%240,499CommonSOLE
816851109SRESEMPRA$147.9M0.23%1,643,370CommonSOLE
548661107LOWLOWES COS INC$141.5M0.22%563,105CommonSOLE
126650100CVSCVS HEALTH CORP$141.1M0.22%1,871,399CommonSOLE
09290D101BLKBLACKROCK INC$141.0M0.22%120,980CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$139.8M0.22%25,900CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$139.1M0.22%310,983CommonSOLE
025816109AXPAMERICAN EXPRESS CO$138.9M0.22%418,088CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$138.8M0.22%287,232CommonSOLE
882508104TXNTEXAS INSTRS INC$138.6M0.22%754,144CommonSOLE
038222105AMATAPPLIED MATLS INC$137.1M0.22%669,726CommonSOLE
78409V104SPGIS&P GLOBAL INC$136.6M0.22%280,720CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$134.7M0.21%546,422CommonSOLE
458140100INTCINTEL CORP$134.7M0.21%4,015,285CommonSOLE
032095101APHAMPHENOL CORP NEW$134.6M0.21%1,087,720CommonSOLE
75513E101RTXRTX CORPORATION$134.0M0.21%801,035CommonSOLE
576485205MTDRMATADOR RES CO$133.9M0.21%2,980,997CommonSOLE
282559103ETNBGBP89BIO INC$133.7M0.21%9,097,587CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$131.5M0.21%1,347,416CommonSOLE
040413205ANETARISTA NETWORKS INC$130.7M0.21%897,200CommonSOLE
00724F101ADBEADOBE INC$129.0M0.20%365,778CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$125.8M0.20%2,374,085CommonSOLE
369550108GDGENERAL DYNAMICS CORP$122.5M0.19%359,215CommonSOLE
94106L109WMWASTE MGMT INC DEL$122.1M0.19%552,892CommonSOLE
92276F100VTRVENTAS INC$120.4M0.19%1,719,700CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$120.2M0.19%565,528CommonSOLE
74935Q107RBARB GLOBAL INC$118.8M0.19%1,096,541CommonSOLE
G29183103ETNEATON CORP PLC$118.7M0.19%317,128CommonSOLE
872540109TJXTJX COS INC NEW$118.6M0.19%820,448CommonSOLE
H1467J104CBCHUBB LIMITED$116.2M0.18%411,683CommonSOLE
244199105DEDEERE & CO$116.0M0.18%253,764CommonSOLE
743315103PGRPROGRESSIVE CORP$115.6M0.18%468,085CommonSOLE
701094104PHPARKER-HANNIFIN CORP$115.4M0.18%152,168CommonSOLE
29444U700EQIXEQUINIX INC$113.5M0.18%144,968CommonSOLE
438516106HONHONEYWELL INTL INC$112.7M0.18%535,416CommonSOLE
09260D107BXBLACKSTONE INC$111.4M0.18%652,300CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$111.2M0.18%1,420,000CommonSOLE
235851102DHRDANAHER CORPORATION$110.1M0.17%555,504CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$109.4M0.17%7,232,383CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$109.3M0.17%1,013,600CommonSOLE
95040Q104WELLWELLTOWER INC$108.3M0.17%608,206CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$106.6M0.17%14,567,784CommonSOLE
907818108UNPUNION PAC CORP$106.6M0.17%451,064CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$105.7M0.17%1,359,466CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$105.0M0.17%319,077CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$104.4M0.17%1,050,381CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$101.9M0.16%207,700CommonSOLE
872590104TMUST-MOBILE US INC$101.7M0.16%425,034CommonSOLE
03674X106ARANTERO RESOURCES CORP$101.5M0.16%3,023,110CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$101.2M0.16%362,504CommonSOLE
02209S103MOALTRIA GROUP INC$100.9M0.16%1,527,632CommonSOLE
770700102HOODROBINHOOD MKTS INC$100.8M0.16%703,800CommonSOLE
482480100KLACKLA CORP$96.9M0.15%89,854CommonSOLE
717081103PFEPFIZER INC$96.5M0.15%3,787,993CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$96.1M0.15%570,559CommonSOLE
053332102AZOAUTOZONE INC$95.0M0.15%22,148CommonSOLE
20030N101CMCSACOMCAST CORP NEW$95.0M0.15%3,023,959CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$94.7M0.15%1,401,576CommonSOLE
G7997W102SDRLSEADRILL LTD$94.0M0.15%3,111,764CommonSOLE
247361702DALDELTA AIR LINES INC DEL$93.5M0.15%1,647,229CommonSOLE
91529Y106UNMUNUM GROUP$93.3M0.15%1,200,000CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$93.2M0.15%186,793CommonSOLE
571903202MARMARRIOTT INTL INC NEW$92.9M0.15%356,725CommonSOLE
654106103NKENIKE INC$92.8M0.15%1,330,361CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$92.6M0.15%6,816,828CommonSOLE
032654105ADIANALOG DEVICES INC$91.0M0.14%370,514CommonSOLE
871607107SNPSSYNOPSYS INC$90.8M0.14%184,044CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$90.8M0.14%293,103CommonSOLE
30040W108ESEVERSOURCE ENERGY$90.7M0.14%1,275,334CommonSOLE
29364G103ETRENTERGY CORP NEW$90.1M0.14%966,404CommonSOLE
58933Y105MRKMERCK & CO INC$88.4M0.14%1,053,634CommonSOLE
48251W104KKRKKR & CO INC$88.0M0.14%676,900CommonSOLE
443201108HWMHOWMET AEROSPACE INC$87.6M0.14%446,600CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$87.5M0.14%707,113CommonSOLE
855244109SBUXSTARBUCKS CORP$87.5M0.14%1,033,709CommonSOLE
487836108KKELLANOVA$86.4M0.14%1,053,460CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$86.0M0.14%1,315,000CommonSOLE
477839104JBTMJBT MAREL CORPORATION$86.0M0.14%612,139CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$84.9M0.13%3,552,000CommonSOLE
651639106NEMNEWMONT CORP$84.2M0.13%998,900CommonSOLE
402635502GPORGULFPORT ENERGY CORP$83.1M0.13%459,238CommonSOLE
00370M103ABVXABIVAX SA$83.0M0.13%977,629CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$81.9M0.13%425,805CommonSOLE
69349H107TXNMTXNM ENERGY INC$81.1M0.13%1,433,275CommonSOLE
126408103CSXCSX CORP$80.8M0.13%2,276,682CommonSOLE
88033G407THCTENET HEALTHCARE CORP$80.3M0.13%395,515CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$79.2M0.13%5,559,782CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$78.9M0.12%2,900,094CommonSOLE
889478103TOLTOLL BROTHERS INC$77.1M0.12%558,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$76.6M0.12%83,152CommonSOLE
15135U109CVECENOVUS ENERGY INC$76.3M0.12%4,493,262CommonSOLE
74340W103PLDPROLOGIS INC.$74.9M0.12%653,929CommonSOLE
12504L109CBRECBRE GROUP INC$73.5M0.12%466,800CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$73.3M0.12%2,576,631CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$72.7M0.12%1,951,866CommonSOLE
92840M102VSTVISTRA CORP$72.5M0.11%369,900CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$71.9M0.11%676,800CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$71.6M0.11%143,485CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$71.5M0.11%117,424CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$71.3M0.11%202,845CommonSOLE
25809K105DASHDOORDASH INC$71.2M0.11%261,600CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$70.0M0.11%238,376CommonSOLE
020002101ALLALLSTATE CORP$69.9M0.11%325,619CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$69.9M0.11%641,316CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$69.4M0.11%205,700CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$69.2M0.11%123,046CommonSOLE
58155Q103MCKMCKESSON CORP$69.1M0.11%89,398CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$68.8M0.11%150,464CommonSOLE
902973304USBUS BANCORP DEL$68.2M0.11%1,410,100CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$67.8M0.11%2,775,000CommonSOLE
12572Q105CMECME GROUP INC$67.3M0.11%249,231CommonSOLE
031162100AMGNAMGEN INC$67.1M0.11%237,692CommonSOLE
285512109EAELECTRONIC ARTS INC$66.6M0.11%329,966CommonSOLE
863667101SYKSTRYKER CORPORATION$66.1M0.10%178,859CommonSOLE
172908105CTASCINTAS CORP$65.4M0.10%318,718CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$65.3M0.10%333,000CommonSOLE
615369105MCOMOODYS CORP$64.9M0.10%136,254CommonSOLE
009158106APDAIR PRODS & CHEMS INC$64.7M0.10%237,340CommonSOLE
893641100TDGTRANSDIGM GROUP INC$64.4M0.10%48,895CommonSOLE
337738108FISVFISERV INC$63.7M0.10%494,081CommonSOLE
460146103IPINTERNATIONAL PAPER CO$63.6M0.10%1,370,692CommonSOLE
N07059210ASMLASML HOLDING N V$62.9M0.10%65,000CommonSOLE
93627C101HCCWARRIOR MET COAL INC$62.0M0.10%975,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$61.8M0.10%988,697CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$61.7M0.10%190,700CommonSOLE
826919102SLABSILICON LABORATORIES INC$61.0M0.10%464,811CommonSOLE
22052L104CTVACORTEVA INC$59.4M0.09%878,237CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$59.1M0.09%752,276CommonSOLE
G87052109TELTE CONNECTIVITY PLC$59.0M0.09%268,744CommonSOLE
896239100TRMBTRIMBLE INC$58.9M0.09%721,634CommonSOLE
929160109VMCVULCAN MATLS CO$58.5M0.09%190,298CommonSOLE
443573100HUBSHUBSPOT INC$58.5M0.09%125,000CommonSOLE
291011104EMREMERSON ELEC CO$58.2M0.09%443,678CommonSOLE
219350105GLWCORNING INC$58.1M0.09%708,821CommonSOLE
95082P105WCCWESCO INTL INC$57.8M0.09%273,265CommonSOLE
65473P105NINISOURCE INC$57.5M0.09%1,328,662CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$56.9M0.09%283,068CommonSOLE
N5749R1002GHMERUS N V$56.5M0.09%600,000CommonSOLE
46284V101IRMIRON MTN INC DEL$56.4M0.09%553,420CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$55.6M0.09%1,440,641CommonSOLE
222795502CUZCOUSINS PPTYS INC$55.5M0.09%1,919,301CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$55.4M0.09%171,448CommonSOLE
278865100ECLECOLAB INC$55.4M0.09%202,125CommonSOLE
03073E105CORCENCORA INC$55.1M0.09%176,300CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$54.9M0.09%544,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$54.7M0.09%316,500CommonSOLE
G25508105CRHCRH PLC$54.3M0.09%453,000CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$54.0M0.09%445,000CommonSOLE
052769106ADSKAUTODESK INC$53.9M0.09%169,589CommonSOLE
84857L101SRSPIRE INC$53.9M0.09%660,720CommonSOLE
61023L207MNPRMONOPAR THERAPEUTICS INC$53.8M0.09%659,195CommonSOLE
718546104PSXPHILLIPS 66$53.4M0.08%392,901CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$53.0M0.08%2,484,156CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$52.4M0.08%393,400CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$52.3M0.08%1,200,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$52.3M0.08%229,508CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$52.2M0.08%778,675CommonSOLE
631103108NDAQNASDAQ INC$52.1M0.08%589,347CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$52.0M0.08%170,159CommonSOLE
046353108AZNNASTRAZENECA PLC$51.6M0.08%672,943CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$51.3M0.08%1,307,100CommonSOLE
05464C101AXONAXON ENTERPRISE INC$51.2M0.08%71,400CommonSOLE
45687V106IRINGERSOLL RAND INC$51.0M0.08%617,472CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$51.0M0.08%3,311,963CommonSOLE
125523100CITHE CIGNA GROUP$50.0M0.08%173,602CommonSOLE
670703107NUVLNUVALENT INC$49.7M0.08%574,500CommonSOLE
35137L204FOXFOX CORP$49.3M0.08%860,065CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$49.1M0.08%944,846CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$48.6M0.08%139,018CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$48.2M0.08%499,737CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$48.0M0.08%250,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$47.8M0.08%1,220,650CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$47.7M0.08%718,202CommonSOLE
418056107HASHASBRO INC$47.1M0.07%621,272CommonSOLE
911363109URIUNITED RENTALS INC$46.9M0.07%49,169CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$46.8M0.07%4,004,350CommonSOLE
31428X106FDXFEDEX CORP$46.5M0.07%197,404CommonSOLE
09062X103BIIBBIOGEN INC$46.5M0.07%332,132CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$46.4M0.07%1,622,620CommonSOLE
74762E102QUREQUANTA SVCS INC$46.3M0.07%111,724CommonSOLE
756109104OREALTY INCOME CORP$46.3M0.07%761,400CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$46.0M0.07%1,576,627CommonSOLE
12653C108CNXCNX RES CORP$45.0M0.07%1,400,000CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$45.0M0.07%3,554,000CommonSOLE
G5S37H101MRXMAREX GROUP PLC$44.8M0.07%1,332,500CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$44.0M0.07%2,253,843CommonSOLE
049468101TEAMATLASSIAN CORPORATION$43.9M0.07%275,000CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$43.7M0.07%648,922CommonSOLE
98389B100XELXCEL ENERGY INC$43.4M0.07%538,442CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$43.1M0.07%450,000CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$43.1M0.07%1,025,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$42.9M0.07%513,800CommonSOLE
88579Y101MMM3M CO$42.8M0.07%276,122CommonSOLE
231021106CMICUMMINS INC$42.8M0.07%101,266CommonSOLE
23331A109DHID R HORTON INC$42.8M0.07%252,375CommonSOLE
009066101ABNBAIRBNB INC$42.6M0.07%350,600CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$42.3M0.07%446,166CommonSOLE
760759100RSGREPUBLIC SVCS INC$42.2M0.07%183,968CommonSOLE
466313103JBLJABIL INC$42.1M0.07%193,991CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$41.9M0.07%150,000CommonSOLE
031100100AMEAMETEK INC$41.8M0.07%222,593CommonSOLE
806857108SLBSCHLUMBERGER LTD$41.7M0.07%1,213,267CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$41.5M0.07%119,906CommonSOLE
34959E109FTNTFORTINET INC$41.4M0.07%492,290CommonSOLE
767204100RIORIO TINTO PLC$41.2M0.07%624,602CommonSOLE
001055102AFLAFLAC INC$41.1M0.07%368,174CommonSOLE
06849F108BBARRICK MNG CORP$41.0M0.06%1,250,000CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$40.8M0.06%157,860CommonSOLE
22822V101CCICROWN CASTLE INC$40.7M0.06%421,460CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$40.6M0.06%88,500CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$40.6M0.06%1,921,298CommonSOLE
500643200KFYKORN FERRY$40.2M0.06%575,000CommonSOLE
610236101MNROMONRO INC$39.9M0.06%2,222,000CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$39.9M0.06%1,872,519CommonSOLE
45167R104IEXIDEX CORP$39.8M0.06%244,476CommonSOLE
89832Q109TFCTRUIST FINL CORP$39.8M0.06%869,564CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$39.3M0.06%388,133CommonSOLE
693718108PCARPACCAR INC$39.1M0.06%397,998CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$38.4M0.06%1,619,196CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$38.3M0.06%1,501,700CommonSOLE
384802104GWWGRAINGER W W INC$38.2M0.06%40,042CommonSOLE
G39108108GTESGATES INDL CORP PLC$38.0M0.06%1,529,557CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$37.8M0.06%1,967,069CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$37.7M0.06%654,174CommonSOLE
23804L103DDOGDATADOG INC$37.6M0.06%264,300CommonSOLE
704326107PAYXPAYCHEX INC$37.4M0.06%295,146CommonSOLE
89055F103BLDTOPBUILD CORP$37.1M0.06%95,000CommonSOLE
682680103OKEONEOK INC NEW$37.1M0.06%508,300CommonSOLE
H2906T109GRMNGARMIN LTD$36.7M0.06%148,970CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$36.6M0.06%189,482CommonSOLE
55354G100MSCIMSCI INC$36.5M0.06%64,400CommonSOLE
49177J102KVUEKENVUE INC$36.5M0.06%2,247,058CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$36.5M0.06%497,468CommonSOLE
75960P104RELYREMITLY GLOBAL INC$36.4M0.06%2,235,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$36.2M0.06%212,800CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$36.1M0.06%284,169CommonSOLE
37045V100GMGENERAL MTRS CO$36.0M0.06%590,786CommonSOLE
410867105THGHANOVER INS GROUP INC$36.0M0.06%198,000CommonSOLE
87612E106TGTTARGET CORP$35.8M0.06%398,679CommonSOLE
092113109BKHBLACK HILLS CORP$35.4M0.06%575,000CommonSOLE
98138H101WDAYWORKDAY INC$35.3M0.06%146,600CommonSOLE
19247G107COHRCOHERENT CORP$35.0M0.06%325,000CommonSOLE
70975L107PENPENUMBRA INC$34.9M0.06%137,790CommonSOLE
780259305SHELSHELL PLC$34.7M0.05%485,000CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$34.7M0.05%742,400CommonSOLE
G32089107ETORETORO GROUP LTD$34.6M0.05%838,642CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$34.4M0.05%4,184,578CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$34.3M0.05%276,033CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$34.2M0.05%605,000CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$34.1M0.05%404,000CommonSOLE
65249B109NWSANEWS CORP NEW$34.0M0.05%1,105,920CommonSOLE
404251100HNIHNI CORP$33.7M0.05%720,000CommonSOLE
92939U106WECWEC ENERGY GROUP INC$33.6M0.05%293,008CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$33.6M0.05%238,200CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$33.5M0.05%835,100CommonSOLE
90384S303ULTAULTA BEAUTY INC$33.3M0.05%60,952CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$33.3M0.05%165,061CommonSOLE
358039105FRPTFRESHPET INC$33.1M0.05%601,000CommonSOLE
127097103CTRACOTERRA ENERGY INC$33.0M0.05%1,394,712CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$33.0M0.05%960,000CommonSOLE
87612G101TRGPTARGA RES CORP$32.8M0.05%195,900CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$32.6M0.05%77,348CommonSOLE
303250104FICOFAIR ISAAC CORP$32.6M0.05%21,800CommonSOLE
224408104CRCRANE COMPANY$32.6M0.05%177,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$32.5M0.05%385,700CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$32.5M0.05%234,000CommonSOLE
52476L109LGNLEGENCE CORP$32.3M0.05%1,047,148CommonSOLE
858119100STLDSTEEL DYNAMICS INC$32.2M0.05%231,000CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$32.1M0.05%800,000CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$31.7M0.05%775,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$31.6M0.05%395,209CommonSOLE
216648501COOCOOPER COS INC$31.5M0.05%459,660CommonSOLE
902788108UMBFUMB FINL CORP$31.5M0.05%265,932CommonSOLE
852234103XYZBLOCK INC$31.5M0.05%435,300CommonSOLE
969457100WMBWILLIAMS COS INC$31.1M0.05%490,499CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$30.8M0.05%118,900CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$30.8M0.05%1,035,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$30.7M0.05%465,578CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$30.7M0.05%575,000CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$30.6M0.05%1,794,104CommonSOLE
G0R78B122BCSS/UBAIN CAP GSS INVT CORP$30.3M0.05%3,000,000CommonSOLE
69331C108PCGPG&E CORP$30.2M0.05%2,000,800CommonSOLE
05153U107AURAAURA BIOSCIENCES INC$30.2M0.05%4,881,125CommonSOLE
451107106IDAIDACORP INC$30.1M0.05%227,500CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$30.0M0.05%2,750,000CommonSOLE
857477103STTSTATE STR CORP$30.0M0.05%258,232CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$29.8M0.05%444,650CommonSOLE
254604101IRONDISC MEDICINE INC$29.7M0.05%450,000CommonSOLE
73278L105POOLPOOL CORP$29.7M0.05%95,809CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$29.6M0.05%3,939,000CommonSOLE
311900104FASTFASTENAL CO$29.4M0.05%599,908CommonSOLE
829073105SSDSIMPSON MFG INC$29.3M0.05%175,000CommonSOLE
52635N103LENZLENZ THERAPEUTICS INC$29.2M0.05%627,618CommonSOLE
958102105WDCWESTERN DIGITAL CORP$28.9M0.05%240,837CommonSOLE
294429105EFXEQUIFAX INC$28.9M0.05%112,700CommonSOLE
N0731H103ATAIATAI LIFE SCIENCES NV$28.7M0.05%5,434,782CommonSOLE
14174T107CTRECARETRUST REIT INC$28.6M0.05%825,000CommonSOLE
629377508NRGNRG ENERGY INC$28.5M0.05%176,052CommonSOLE
444859102HUMHUMANA INC$28.5M0.05%109,510CommonSOLE
842587107SOSOUTHERN CO$28.5M0.05%300,300CommonSOLE
670346105NUENUCOR CORP$28.3M0.04%209,000CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$27.9M0.04%405,300CommonSOLE
61945C103MOSMOSAIC CO NEW$27.9M0.04%803,920CommonSOLE
40412C101HCAHCA HEALTHCARE INC$27.8M0.04%65,276CommonSOLE
101121101BXPBXP INC$27.8M0.04%373,918CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$27.8M0.04%196,000CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$27.7M0.04%1,972,524CommonSOLE
749685103RPMRPM INTL INC$27.1M0.04%230,000CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$27.0M0.04%107,400CommonSOLE
66987V109NVSNOVARTIS AG$27.0M0.04%210,188CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$26.9M0.04%190,787CommonSOLE
16115Q308GTLSCHART INDS INC$26.7M0.04%133,603CommonSOLE
29084Q100EMEEMCOR GROUP INC$26.4M0.04%40,700CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$26.3M0.04%1,220,128CommonSOLE
256163106DOCUDOCUSIGN INC$26.3M0.04%365,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$26.3M0.04%138,300CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$26.2M0.04%336,201CommonSOLE
G0250X107AMCRAMCOR PLC$26.2M0.04%3,199,003CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$26.2M0.04%580,061CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$26.1M0.04%437,392CommonSOLE
988498101YUMYUM BRANDS INC$26.1M0.04%171,702CommonSOLE
946784105WAYWAYSTAR HLDG CORP$25.9M0.04%684,234CommonSOLE
023608102AEEAMEREN CORP$25.7M0.04%246,190CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$25.4M0.04%631,652CommonSOLE
98419M100XYLXYLEM INC$25.3M0.04%171,593CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$25.3M0.04%133,662CommonSOLE
143658300CCL1EURCARNIVAL CORP$25.0M0.04%866,400CommonSOLE
69351T106PPLPPL CORP$25.0M0.04%673,200CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$25.0M0.04%42,642CommonSOLE
049560105ATOATMOS ENERGY CORP$24.9M0.04%146,104CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$24.7M0.04%4,000,000CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$24.6M0.04%253,816CommonSOLE
370334104GISGENERAL MLS INC$24.5M0.04%486,796CommonSOLE
224441105CXTCRANE NXT CO$24.4M0.04%364,411CommonSOLE
929089100VOYAVOYA FINANCIAL INC$24.3M0.04%325,000CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$24.3M0.04%820,518CommonSOLE
G9456A100GLNGGOLAR LNG LTD$24.2M0.04%600,000CommonSOLE
78440X887SLGSL GREEN RLTY CORP$24.2M0.04%405,000CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$24.0M0.04%175,000CommonSOLE
10919W405DRUGBRIGHT MINDS BIOSCIENCES INC$24.0M0.04%395,743CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$23.9M0.04%855,288CommonSOLE
501044101KRKROGER CO$23.7M0.04%351,700CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$23.6M0.04%1,318,135CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$23.3M0.04%650,000CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$23.2M0.04%145,100CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$23.1M0.04%594,338CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$23.0M0.04%131,635CommonSOLE
45168D104IDXXIDEXX LABS INC$22.8M0.04%35,670CommonSOLE
579780206MKCMCCORMICK & CO INC$22.8M0.04%340,330CommonSOLE
03879J100ABUSARBUTUS BIOPHARMA CORP$22.8M0.04%5,014,941CommonSOLE
925652109VICIVICI PPTYS INC$22.7M0.04%695,800CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$22.6M0.04%364,000CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$22.6M0.04%833,376CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$22.6M0.04%919,636CommonSOLE
172062101CINFCINCINNATI FINL CORP$22.5M0.04%142,400CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$22.4M0.04%2,432,000CommonSOLE
351858105FNVFRANCO NEV CORP$22.3M0.04%100,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$22.2M0.04%372,000CommonSOLE
G8473T100STESTERIS PLC$22.2M0.04%89,686CommonSOLE
316773100FITBFIFTH THIRD BANCORP$22.2M0.04%497,597CommonSOLE
574795100MASIMASIMO CORP$22.1M0.04%150,000CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$22.1M0.04%223,800CommonSOLE
317585404FISIFINANCIAL INSTNS INC$22.1M0.03%811,218CommonSOLE
03076C106AMPAMERIPRISE FINL INC$22.0M0.03%44,768CommonSOLE
804395101BFSSAUL CTRS INC$22.0M0.03%689,233CommonSOLE
05329W102ANAUTONATION INC$21.9M0.03%100,000CommonSOLE
50015M109KODKODIAK SCIENCES INC$21.9M0.03%1,335,000CommonSOLE
21874C102CNMCORE & MAIN INC$21.7M0.03%404,000CommonSOLE
133131102CPTCAMDEN PPTY TR$21.6M0.03%202,614CommonSOLE
336433107FSLRFIRST SOLAR INC$21.5M0.03%97,600CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$21.4M0.03%864,048CommonSOLE
92343E102VRSNVERISIGN INC$21.4M0.03%76,540CommonSOLE
83444M101SOLVSOLVENTUM CORP$21.4M0.03%292,622CommonSOLE
427866108HSYHERSHEY CO$21.3M0.03%113,785CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$21.2M0.03%254,384CommonSOLE
929740108WABWABTEC$21.2M0.03%105,886CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$21.2M0.03%2,225,000CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$21.1M0.03%2,511,000CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$21.0M0.03%134,535CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$21.0M0.03%1,219,168CommonSOLE
92839U206VCVISTEON CORP$21.0M0.03%175,000CommonSOLE
12674W109CABACABALETTA BIO INC$20.7M0.03%8,829,758CommonSOLE
574599106MASMASCO CORP$20.6M0.03%293,100CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$20.6M0.03%39,400CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$20.4M0.03%199,030CommonSOLE
G86652115TLNCUTALON CAP CORP$20.3M0.03%2,025,000CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$20.3M0.03%417,502CommonSOLE
229663109CUBECUBESMART$20.3M0.03%500,000CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$20.3M0.03%106,504CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$20.2M0.03%475,289CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$20.2M0.03%153,000CommonSOLE
29476L107EQREQUITY RESIDENTIAL$20.1M0.03%310,676CommonSOLE
125896100CMSCMS ENERGY CORP$20.0M0.03%272,461CommonSOLE
880770102TERTERADYNE INC$19.9M0.03%144,824CommonSOLE
88339J105TTDTHE TRADE DESK INC$19.9M0.03%405,700CommonSOLE
751212101RLRALPH LAUREN CORP$19.8M0.03%63,226CommonSOLE
02005N100ALLYALLY FINL INC$19.7M0.03%503,184CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$19.7M0.03%82,600CommonSOLE
56585A102MPCMARATHON PETE CORP$19.6M0.03%101,760CommonSOLE
65158N102NMRKNEWMARK GROUP INC$19.6M0.03%1,050,000CommonSOLE
278642103EBAYEBAY INC.$19.6M0.03%215,000CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$19.5M0.03%260,418CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$19.5M0.03%406,400CommonSOLE
665859104NTRSNORTHERN TR CORP$19.4M0.03%144,100CommonSOLE
281020107EIXEDISON INTL$19.4M0.03%350,304CommonSOLE
436440101HO1HOLOGIC INC$19.2M0.03%285,089CommonSOLE
59156R108METMETLIFE INC$19.2M0.03%233,526CommonSOLE
608190104MHKMOHAWK INDS INC$19.0M0.03%147,470CommonSOLE
G1110E107BHVNBIOHAVEN LTD$18.9M0.03%1,260,033CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$18.9M0.03%92,879CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$18.9M0.03%80,101CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$18.9M0.03%1,293,901CommonSOLE
345370860FFORD MTR CO$18.6M0.03%1,558,600CommonSOLE
64110D104NTAPNETAPP INC$18.6M0.03%157,200CommonSOLE
219948106CPAYCORPAY INC$18.5M0.03%64,258CommonSOLE
883203101TXTTEXTRON INC$18.5M0.03%218,617CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$18.4M0.03%151,732CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$18.4M0.03%106,550CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$18.4M0.03%730,000CommonSOLE
G4569C127HVMCUHIGHVIEW MERGER CORP$18.2M0.03%1,800,000CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$18.2M0.03%5,186,500CommonSOLE
G6791A126OTGAUOTG ACQUISITION CORP. I$18.1M0.03%1,800,000CommonSOLE
366651107ITGARTNER INC$18.1M0.03%68,900CommonSOLE
64119V303NTSTNETSTREIT CORP$18.1M0.03%1,000,000CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$17.9M0.03%291,000CommonSOLE

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.