MondegarAI
Alyeska Investment Group, L.P.

Q4 2025 · 13F-HR

Alyeska Investment Group, L.P.holdings as filed

Filed 2026-02-13 · accession 0001172661-26-000737

$35.40B
Reported value
575
Positions
2025-12-31
Period end
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The Brief · Alyeska Investment Group, L.P. · Q4 2025

AI · grounded in 13F

Alyeska Investment Group, L.P. closed its position in AAPL, reducing its exposure by $928.35M. The fund also exited positions in CRM and NVDA, selling $589.57M and $444.36M respectively. On the buy side, the fund established a new position in DASH worth $372.13M and increased its stake in BA by 245.71%.

Holdings as filed

First 500 of 575

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.29B12.1%6,266,876CommonSOLE
023135106AMZNAMAZON COM INC$1.47B4.14%6,351,723CommonSOLE
594918104MSFTMICROSOFT CORP$633.8M1.79%1,310,575CommonSOLE
097023105BABOEING CO$489.1M1.38%2,252,450CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$471.8M1.33%1,842,927CommonSOLE
25809K105DASHDOORDASH INC$372.1M1.05%1,643,096CommonSOLE
122017106BURLBURLINGTON STORES INC$371.3M1.05%1,285,336CommonSOLE
29444U700EQIXEQUINIX INC$342.9M0.97%447,535CommonSOLE
235851102DHRDANAHER CORPORATION$316.1M0.89%1,380,754CommonSOLE
11135F101AVGOBROADCOM INC$313.5M0.89%905,856CommonSOLE
30303M102METAMETA PLATFORMS INC$297.5M0.84%450,653CommonSOLE
00206R102TAT&T INC$295.4M0.83%11,891,778CommonSOLE
21873S108CRWVCOREWEAVE INC$286.4M0.81%4,000,000CommonSOLE
501044101KRKROGER CO$277.8M0.78%4,445,479CommonSOLE
580135101MCDMCDONALDS CORP$274.4M0.78%897,929CommonSOLE
988498101YUMYUM BRANDS INC$272.8M0.77%1,803,239CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$271.7M0.77%7,343,041CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$269.1M0.76%936,729CommonSOLE
032095101APHAMPHENOL CORP NEW$250.3M0.71%1,852,061CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$246.2M0.70%3,972,352CommonSOLE
90384S303ULTAULTA BEAUTY INC$245.4M0.69%405,606CommonSOLE
22822V101CCICROWN CASTLE INC$241.1M0.68%2,712,861CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$235.0M0.66%405,547CommonSOLE
806857108SLBSLB LIMITED$225.1M0.64%5,865,002CommonSOLE
882508104TXNTEXAS INSTRS INC$225.0M0.64%1,297,143CommonSOLE
443573100HUBSHUBSPOT INC$224.8M0.63%560,088CommonSOLE
760759100RSGREPUBLIC SVCS INC$214.4M0.61%1,011,541CommonSOLE
437076102HDHOME DEPOT INC$213.3M0.60%619,819CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$200.4M0.57%659,462CommonSOLE
969457100WMBWILLIAMS COS INC$200.2M0.57%3,331,388CommonSOLE
00508Y102AYIACUITY INC$197.9M0.56%549,659CommonSOLE
478160104JNJJOHNSON & JOHNSON$194.2M0.55%938,389CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$191.7M0.54%2,197,218CommonSOLE
46266C105IQVIQVIA HLDGS INC$187.8M0.53%833,268CommonSOLE
09062X103BIIBBIOGEN INC$180.3M0.51%1,024,268CommonSOLE
00510N102TICTIC SOLUTIONS INC$179.0M0.51%17,708,333CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$178.6M0.50%2,177,563CommonSOLE
778296103ROSTROSS STORES INC$173.6M0.49%963,773CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$170.0M0.48%2,216,926CommonSOLE
G02602103DOXAMDOCS LTD$169.9M0.48%2,110,393CommonSOLE
58933Y105MRKMERCK & CO INC$166.0M0.47%1,576,712CommonSOLE
574795100MASIMASIMO CORP$163.8M0.46%1,259,307CommonSOLE
278642103EBAYEBAY INC.$161.9M0.46%1,858,383CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$160.6M0.45%354,334CommonSOLE
95082P105WCCWESCO INTL INC$160.4M0.45%655,634CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$159.5M0.45%1,672,201CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$159.4M0.45%2,109,034CommonSOLE
046353108AZNNASTRAZENECA PLC$158.7M0.45%1,726,795CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$157.3M0.44%1,974,943CommonSOLE
F92124100TTETOTALENERGIES SE$156.0M0.44%2,385,061CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$144.5M0.41%412,215CommonSOLE
617446448MSMORGAN STANLEY$144.4M0.41%813,389CommonSOLE
907818108UNPUNION PAC CORP$142.8M0.40%617,129CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$140.7M0.40%10,029,372CommonSOLE
78440X887SLGSL GREEN RLTY CORP$139.5M0.39%3,041,226CommonSOLE
67059N108NTNXNUTANIX INC$138.9M0.39%2,687,387CommonSOLE
87612G101TRGPTARGA RES CORP$138.8M0.39%752,054CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$138.4M0.39%860,818CommonSOLE
40131M109GHGUARDANT HEALTH INC$137.2M0.39%1,343,654CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$135.3M0.38%557,080CommonSOLE
929740108WABWABTEC$134.7M0.38%630,851CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$133.4M0.38%519,656CommonSOLE
222795502CUZCOUSINS PPTYS INC$133.4M0.38%5,175,415CommonSOLE
229663109CUBECUBESMART$132.4M0.37%3,671,737CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$132.3M0.37%1,673,802CommonSOLE
253868103DLRDIGITAL RLTY TR INC$130.7M0.37%844,874CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$129.0M0.36%2,907,613CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$128.6M0.36%644,726CommonSOLE
77311W101RKTROCKET COS INC$127.3M0.36%6,576,335CommonSOLE
268150109DTDYNATRACE INC$125.2M0.35%2,888,249CommonSOLE
N14506104ESTCELASTIC N V$124.9M0.35%1,655,567CommonSOLE
681919106OMCOMNICOM GROUP INC$124.4M0.35%1,540,468CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$124.2M0.35%2,126,033CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$121.6M0.34%617,802CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$120.7M0.34%7,552,332CommonSOLE
052769106ADSKAUTODESK INC$115.8M0.33%391,052CommonSOLE
26701L100BROSDUTCH BROS INC$113.9M0.32%1,860,182CommonSOLE
871607107SNPSSYNOPSYS INC$113.8M0.32%242,293CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$113.3M0.32%615,702CommonSOLE
654902204NOKNOKIA CORP$113.2M0.32%17,490,101CommonSOLE
16679L109CHWYCHEWY INC$112.6M0.32%3,407,090CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$110.4M0.31%3,535,962CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$109.8M0.31%409,071CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$109.4M0.31%331,524CommonSOLE
750940108RALRALLIANT CORP$108.7M0.31%2,135,470CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$107.2M0.30%5,166,115CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$103.5M0.29%1,807,160CommonSOLE
G87052109TELTE CONNECTIVITY PLC$102.1M0.29%448,725CommonSOLE
902973304USBUS BANCORP DEL$102.1M0.29%1,912,699CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$101.9M0.29%533,324CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$101.7M0.29%6,219,575CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$101.6M0.29%346,190CommonSOLE
87612E106TGTTARGET CORP$101.4M0.29%1,037,129CommonSOLE
33829M101FIVEFIVE BELOW INC$100.9M0.28%535,593CommonSOLE
277276101EGPEASTGROUP PPTYS INC$100.9M0.28%566,295CommonSOLE
78574H104SOCSABLE OFFSHORE CORP$100.0M0.28%11,091,773CommonSOLE
315616102FFIVF5 INC$100.0M0.28%391,888CommonSOLE
H42097107UBSUBS GROUP AG$99.0M0.28%2,138,351CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$98.8M0.28%3,332,756CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$98.7M0.28%383,519CommonSOLE
833445109SNOWSNOWFLAKE INC$97.9M0.28%446,402CommonSOLE
384802104GWWWW GRAINGER INC$95.8M0.27%94,986CommonSOLE
77543R102ROKUROKU INC$95.8M0.27%882,915CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$95.5M0.27%346,676CommonSOLE
60770K107MRNAMODERNA INC$95.2M0.27%3,228,531CommonSOLE
008073108AVAVAEROVIRONMENT INC$94.3M0.27%389,772CommonSOLE
91733P107USARUSA RARE EARTH INC$92.8M0.26%7,797,613CommonSOLE
37045V100GMGENERAL MTRS CO$92.4M0.26%1,136,477CommonSOLE
742718109PGPROCTER AND GAMBLE CO$92.3M0.26%643,773CommonSOLE
256163106DOCUDOCUSIGN INC$90.9M0.26%1,328,600CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$90.4M0.26%592,849CommonSOLE
83304A106SNAPSNAP INC$90.3M0.26%11,195,463CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$89.3M0.25%3,417,841CommonSOLE
69047Q102OVVOVINTIV INC$89.1M0.25%2,274,800CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$88.5M0.25%1,191,540CommonSOLE
N00985106AERAERCAP HOLDINGS NV$88.2M0.25%613,341CommonSOLE
69380Q107PACSPACS GROUP INC$86.4M0.24%2,250,007CommonSOLE
718172109PMPHILIP MORRIS INTL INC$84.7M0.24%528,187CommonSOLE
860630102SFSTIFEL FINL CORP$83.4M0.24%666,059CommonSOLE
74935Q107RBARB GLOBAL INC$82.5M0.23%802,007CommonSOLE
750491102RDNTRADNET INC$82.2M0.23%1,152,293CommonSOLE
92276F100VTRVENTAS INC$81.8M0.23%1,056,931CommonSOLE
89832Q109TFCTRUIST FINL CORP$81.2M0.23%1,649,165CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$79.1M0.22%930,479CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$78.8M0.22%6,964,179CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$78.6M0.22%8,771,429CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$78.5M0.22%701,700CommonSOLE
64361Q101VNOMVIPER ENERGY INC$77.4M0.22%2,004,626CommonSOLE
751212101RLRALPH LAUREN CORP$76.3M0.22%215,889CommonSOLE
98980G102ZSZSCALER INC$75.4M0.21%335,147CommonSOLE
02209S103MOALTRIA GROUP INC$75.4M0.21%1,307,050CommonSOLE
12514G108CDWCDW CORP$74.7M0.21%548,505CommonSOLE
14174T107CTRECARETRUST REIT INC$73.3M0.21%2,027,397CommonSOLE
07831C103BRBRBELLRING BRANDS INC$73.2M0.21%2,739,160CommonSOLE
358039105FRPTFRESHPET INC$73.0M0.21%1,197,317CommonSOLE
10576N102BRZEBRAZE INC$72.2M0.20%2,105,024CommonSOLE
91529Y106UNMUNUM GROUP$72.1M0.20%930,534CommonSOLE
64119V303NTSTNETSTREIT CORP$71.0M0.20%4,027,188CommonSOLE
668771108GENGEN DIGITAL INC$70.2M0.20%2,583,582CommonSOLE
903731107ULSUL SOLUTIONS INC$69.0M0.19%875,000CommonSOLE
15135U109CVECENOVUS ENERGY INC$68.9M0.19%4,073,270CommonSOLE
004239109AKRACADIA RLTY TR$68.8M0.19%3,351,880CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$68.8M0.19%528,587CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$68.5M0.19%620,807CommonSOLE
192422103CGNXCOGNEX CORP$68.4M0.19%1,900,718CommonSOLE
577081102MATMATTEL INC$68.4M0.19%3,445,360CommonSOLE
040413205ANETARISTA NETWORKS INC$68.0M0.19%519,228CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$65.7M0.19%5,108,802CommonSOLE
18915M107NETCLOUDFLARE INC$65.5M0.19%332,299CommonSOLE
94106L109WMWASTE MGMT INC DEL$64.9M0.18%295,492CommonSOLE
126650100CVSCVS HEALTH CORP$63.1M0.18%795,000CommonSOLE
718546104PSXPHILLIPS 66$62.7M0.18%485,574CommonSOLE
267475101DYDYCOM INDS INC$62.2M0.18%184,074CommonSOLE
05329W102ANAUTONATION INC$62.2M0.18%301,077CommonSOLE
35137L105FOXAFOX CORP$61.9M0.17%846,621CommonSOLE
G8068L108SNSHARKNINJA INC$60.6M0.17%541,431CommonSOLE
427866108HSYHERSHEY CO$60.1M0.17%330,030CommonSOLE
466313103JBLJABIL INC$59.3M0.17%259,921CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$59.1M0.17%410,707CommonSOLE
G0176J109ALLEALLEGION PLC$57.8M0.16%362,955CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$57.1M0.16%1,286,086CommonSOLE
433313103HNGEHINGE HEALTH INC$57.0M0.16%1,226,972CommonSOLE
146869102CVNACARVANA CO$56.8M0.16%134,502CommonSOLE
16411R208LNGCHENIERE ENERGY INC$55.6M0.16%286,233CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$55.6M0.16%824,500CommonSOLE
17243V102CNKCINEMARK HLDGS INC$55.3M0.16%2,379,357CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$55.0M0.16%323,384CommonSOLE
701094104PHPARKER-HANNIFIN CORP$54.7M0.15%62,235CommonSOLE
830830105SKYCHAMPION HOMES INC$54.0M0.15%639,102CommonSOLE
009066101ABNBAIRBNB INC$53.8M0.15%396,410CommonSOLE
G63755105NIQNIQ GLOBAL INTELLIGENCE PLC$53.6M0.15%3,253,103CommonSOLE
801056102SANMSANMINA CORPORATION$53.4M0.15%356,035CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$53.2M0.15%4,226,853CommonSOLE
G3323L100FNFABRINET$52.1M0.15%114,371CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$51.8M0.15%353,320CommonSOLE
03674X106ARANTERO RESOURCES CORP$51.1M0.14%1,484,286CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$50.9M0.14%490,913CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$50.9M0.14%366,351CommonSOLE
866674104SUISUN CMNTYS INC$50.7M0.14%409,461CommonSOLE
37637K108GTLBGITLAB INC$50.6M0.14%1,348,638CommonSOLE
58507V107MDLNMEDLINE INC$50.4M0.14%1,200,000CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$50.2M0.14%209,619CommonSOLE
74624M102PPURE STORAGE INC$49.9M0.14%744,885CommonSOLE
30226D106EXTREXTREME NETWORKS$49.5M0.14%2,971,718CommonSOLE
15135B101CNCCENTENE CORP DEL$49.4M0.14%1,200,000CommonSOLE
74736K101QRVOQORVO INC$48.8M0.14%577,128CommonSOLE
31188V100FSLYFASTLY INC$48.8M0.14%4,789,185CommonSOLE
81762P102NOWSERVICENOW INC$48.6M0.14%317,524CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$48.0M0.14%5,369,789CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$46.8M0.13%230,096CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$46.4M0.13%460,464CommonSOLE
504922105LHLABCORP HOLDINGS INC$46.4M0.13%185,000CommonSOLE
443510607HUBBHUBBELL INC$46.2M0.13%104,031CommonSOLE
29476L107EQREQUITY RESIDENTIAL$46.2M0.13%732,721CommonSOLE
428291108HXLHEXCEL CORP NEW$46.0M0.13%622,888CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$45.2M0.13%220,000CommonSOLE
03945R102ACHRARCHER AVIATION INC$45.2M0.13%6,005,158CommonSOLE
29414B104EPAMEPAM SYS INC$44.9M0.13%218,950CommonSOLE
48242W106KBRKBR INC$44.7M0.13%1,112,617CommonSOLE
90138F102TWLOTWILIO INC$44.4M0.13%312,348CommonSOLE
887389104TKRTIMKEN CO$44.4M0.13%528,006CommonSOLE
53947R105LOARLOAR HOLDINGS INC$44.1M0.12%647,833CommonSOLE
969904101WSMWILLIAMS SONOMA INC$44.0M0.12%246,370CommonSOLE
79589L106IOTSAMSARA INC$43.7M0.12%1,233,257CommonSOLE
127097103CTRACOTERRA ENERGY INC$43.6M0.12%1,654,878CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$43.4M0.12%240,385CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$43.3M0.12%919,983CommonSOLE
88025T102TENBTENABLE HLDGS INC$42.9M0.12%1,824,949CommonSOLE
055622104BPBP PLC$42.6M0.12%1,228,021CommonSOLE
78454L100SMSM ENERGY CO$42.5M0.12%2,271,757CommonSOLE
008492100ADCAGREE RLTY CORP$42.2M0.12%586,091CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$41.9M0.12%145,483CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$41.5M0.12%291,441CommonSOLE
172967424CCITIGROUP INC$41.5M0.12%355,485CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$40.3M0.11%268,465CommonSOLE
406216101HALHALLIBURTON CO$40.1M0.11%1,417,424CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$39.9M0.11%1,787,839CommonSOLE
88579Y101MMM3M CO$39.5M0.11%246,723CommonSOLE
546347105LPXLOUISIANA PAC CORP$39.4M0.11%488,279CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$39.3M0.11%1,626,623CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$39.1M0.11%471,451CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$39.1M0.11%1,633,952CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$38.6M0.11%1,210,248CommonSOLE
09260D107BXBLACKSTONE INC$38.5M0.11%249,801CommonSOLE
G75398100RZLVREZOLVE AI PLC$38.2M0.11%14,861,840CommonSOLE
820014405SBETSHARPLINK GAMING INC$38.2M0.11%4,268,673CommonSOLE
75524B104RBCRBC BEARINGS INC$38.1M0.11%85,015CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$38.1M0.11%481,711CommonSOLE
384747101GRALGRAIL INC$37.9M0.11%442,500CommonSOLE
L44385109GLOBGLOBANT S A$37.4M0.11%572,869CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$36.6M0.10%427,239CommonSOLE
36165L108GDSGDS HLDGS LTD$35.9M0.10%1,028,000CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$35.9M0.10%70,225CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$35.9M0.10%1,531,217CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$35.1M0.10%1,499,412CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$34.6M0.10%175,000CommonSOLE
M98068105WIXWIX COM LTD$34.5M0.10%331,677CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$34.2M0.10%1,814,059CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$34.2M0.10%3,782,506CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$33.6M0.10%5,462,344CommonSOLE
92259N302VELOVELO3D INC$33.3M0.09%2,424,242CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$33.0M0.09%566,285CommonSOLE
231561101CWCURTISS WRIGHT CORP$32.8M0.09%59,579CommonSOLE
76680R206RNGRINGCENTRAL INC$32.4M0.09%1,120,338CommonSOLE
70975L107PENPENUMBRA INC$31.6M0.09%101,738CommonSOLE
553530106MSMMSC INDL DIRECT INC$31.5M0.09%375,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$31.5M0.09%193,558CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$31.3M0.09%625,739CommonSOLE
366651107ITGARTNER INC$31.1M0.09%123,144CommonSOLE
579780206MKCMCCORMICK & CO INC$30.9M0.09%453,487CommonSOLE
191216100KOCOCA COLA CO$30.8M0.09%440,829CommonSOLE
958102105WDCWESTERN DIGITAL CORP$30.5M0.09%177,292CommonSOLE
448579102HHYATT HOTELS CORP$30.0M0.08%187,113CommonSOLE
Y2573F102FLEXFLEX LTD$29.9M0.08%495,550CommonSOLE
929089100VOYAVOYA FINANCIAL INC$29.8M0.08%400,000CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$29.6M0.08%286,041CommonSOLE
69370C100PTCPTC INC$29.5M0.08%169,102CommonSOLE
042735100ARWARROW ELECTRS INC$29.3M0.08%265,518CommonSOLE
316773100FITBFIFTH THIRD BANCORP$29.2M0.08%623,506CommonSOLE
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025932104AFGAMERICAN FINL GROUP INC OHIO$28.3M0.08%207,122CommonSOLE
85423L103SAROSTANDARDAERO INC$28.1M0.08%980,298CommonSOLE
902653104UDRUDR INC$27.8M0.08%757,516CommonSOLE
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02215L209KNTKKINETIK HOLDINGS INC$23.5M0.07%652,228CommonSOLE
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828806109SPGSIMON PPTY GROUP INC NEW$23.4M0.07%126,256CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$23.3M0.07%962,265CommonSOLE
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20602D101CNXCCONCENTRIX CORP$22.9M0.06%551,058CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$22.9M0.06%168,000CommonSOLE
21077F100CTGOCONTANGO ORE INC$22.8M0.06%864,435CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$22.7M0.06%237,862CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$22.4M0.06%4,180CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$21.9M0.06%74,376CommonSOLE
34986240923IFORWARD INDS INC N Y$21.5M0.06%3,250,161CommonSOLE
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860372101STCSTEWART INFORMATION SVCS COR$21.1M0.06%300,000CommonSOLE
81764X103TTANSERVICETITAN INC$20.4M0.06%191,900CommonSOLE
06748M196VXXBARCLAYS BANK PLC$20.4M0.06%770,000CommonSOLE
29355A107ENPHENPHASE ENERGY INC$20.3M0.06%632,711CommonSOLE
00246W103AXTIAXT INC$20.2M0.06%1,234,693CommonSOLE
G1827P106CEPTCANTOR EQUITY PARTNERS II IN$19.9M0.06%1,763,546CommonSOLE
13100M509CALXCALIX INC$19.9M0.06%375,132CommonSOLE
03743Q108APAAPA CORPORATION$19.7M0.06%806,392CommonSOLE
98138H101WDAYWORKDAY INC$19.7M0.06%91,683CommonSOLE
88831L202TIITITAN MNG CORP$19.6M0.06%6,666,666CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$19.6M0.06%21,578CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$19.4M0.05%545,401CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$19.0M0.05%239,097CommonSOLE
056752108BIDUBAIDU INC$18.2M0.05%139,308CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$18.2M0.05%215,343CommonSOLE
753422104RPDRAPID7 INC$18.1M0.05%1,193,516CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$18.1M0.05%97,682CommonSOLE
26622P107DOCSDOXIMITY INC$18.1M0.05%408,718CommonSOLE
947890109WBSWEBSTER FINL CORP$18.0M0.05%286,329CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$18.0M0.05%1,301,089CommonSOLE
49845K101KVYOKLAVIYO INC$18.0M0.05%552,868CommonSOLE
29364G103ETRENTERGY CORP NEW$17.6M0.05%190,878CommonSOLE
00258Y104ABXABACUS GLOBAL MGMT INC$17.6M0.05%2,053,061CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$17.5M0.05%493,934CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$17.4M0.05%199,523CommonSOLE
93148P102WDWALKER & DUNLOP INC$17.4M0.05%289,695CommonSOLE
80401C100SATLSATELLOGIC INC$16.8M0.05%9,000,000CommonSOLE
12653C108CNXCNX RES CORP$16.8M0.05%456,665CommonSOLE
37733W204GSKGSK PLC$16.8M0.05%341,628CommonSOLE
000361105AIRAAR CORP$16.6M0.05%200,000CommonSOLE
665859104NTRSNORTHERN TR CORP$16.4M0.05%120,146CommonSOLE
143658300CCL1EURCARNIVAL CORP$15.9M0.04%520,651CommonSOLE
372303206GMABGENMAB A/S$15.6M0.04%506,661CommonSOLE
22890A302ORBSEIGHTCO HOLDINGS INC$15.5M0.04%12,217,216CommonSOLE
65473P105NINISOURCE INC$15.5M0.04%370,316CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$15.4M0.04%1,065,713CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$15.4M0.04%688,817CommonSOLE
423452101HPHELMERICH & PAYNE INC$15.4M0.04%535,259CommonSOLE
G2131A124CCXIUCHURCHILL CAP CORP XI$15.3M0.04%1,500,000CommonSOLE
50180M108LBRXLB PHARMACEUTICALS INC$15.0M0.04%675,000CommonSOLE
695156109PKGPACKAGING CORP AMER$15.0M0.04%72,746CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$14.9M0.04%919,791CommonSOLE
002205102AZA2Z CUST2MATE SOLUTIONS CORP$14.7M0.04%2,250,987CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$14.5M0.04%388,211CommonSOLE
23204X103CTOSCUSTOM TRUCK ONE SOURCE INC$14.4M0.04%2,500,229CommonSOLE
30233G209EYPTEYEPOINT INC$14.3M0.04%784,403CommonSOLE
01862Q107ALHALLIANCE LAUNDRY HLDGS INC$14.2M0.04%700,000CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$14.2M0.04%859,108CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$14.2M0.04%522,219CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$14.0M0.04%62,680CommonSOLE
G25508105CRHCRH PLC$14.0M0.04%111,788CommonSOLE
20717M1038QRCONFLUENT INC$13.8M0.04%456,976CommonSOLE
150870103CECELANESE CORP DEL$13.4M0.04%316,937CommonSOLE
918284100VSECVSE CORP$13.0M0.04%75,000CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$12.9M0.04%700,000CommonSOLE
749685103RPMRPM INTL INC$12.8M0.04%122,830CommonSOLE
37954A303XRNGLOBAL MED REIT INC$12.8M0.04%378,476CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$12.7M0.04%712,483CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$12.7M0.04%1,213,389CommonSOLE
204166102CVLTCOMMVAULT SYS INC$12.6M0.04%100,142CommonSOLE
947002101WLTHWEALTHFRONT CORP$12.2M0.03%900,000CommonSOLE
G6375R107NESRNATIONAL ENERGY SERVICES REU$12.2M0.03%779,556CommonSOLE
413160102HLITHARMONIC INC$12.0M0.03%1,208,510CommonSOLE
G5279N105KLARKLARNA GROUP PLC$11.7M0.03%405,000CommonSOLE
92243G108PCVXVAXCYTE INC$11.3M0.03%244,775CommonSOLE
832248207SFDSMITHFIELD FOODS INC$11.3M0.03%503,980CommonSOLE
55087P104LYFTLYFT INC$11.2M0.03%579,016CommonSOLE
01626W101ALITALIGHT INC$11.2M0.03%5,718,612CommonSOLE
06652K103BKUBANKUNITED INC$11.1M0.03%250,000CommonSOLE
26603R106DUOLDUOLINGO INC$10.8M0.03%61,441CommonSOLE
552690109MDUMDU RES GROUP INC$10.7M0.03%550,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$10.7M0.03%18,697CommonSOLE
05601U105BRCCBRC INC$10.7M0.03%9,615,431CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$10.6M0.03%751,169CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$10.6M0.03%400,000CommonSOLE
457669307INSMINSMED INC$10.4M0.03%60,000CommonSOLE
403949100DINOHF SINCLAIR CORP$10.4M0.03%225,301CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$10.3M0.03%139,450CommonSOLE
629377508NRGNRG ENERGY INC$10.2M0.03%64,249CommonSOLE
819047101SHAKSHAKE SHACK INC$10.2M0.03%125,295CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$10.1M0.03%750,000CommonSOLE
155923105CTRICENTURI HOLDINGS INC$10.1M0.03%400,000CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$10.1M0.03%217,500CommonSOLE
30161N101EXCEXELON CORP$10.1M0.03%230,784CommonSOLE
461202103INTUINTUIT$10.0M0.03%15,055CommonSOLE
21900C308CRMDCORMEDIX INC$9.9M0.03%850,000CommonSOLE
68278B107K4FONESTREAM INC$9.7M0.03%530,341CommonSOLE
20459V105GPGICOMPOSECURE INC$9.7M0.03%502,206CommonSOLE
10586A108GROBRAZIL POTASH CORP$9.7M0.03%5,125,975CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$9.5M0.03%1,682,805CommonSOLE
536797103LADLITHIA MTRS INC$9.5M0.03%28,470CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$9.4M0.03%288,865CommonSOLE
418056107HASHASBRO INC$9.4M0.03%114,400CommonSOLE
609207105MDLZMONDELEZ INTL INC$9.3M0.03%172,150CommonSOLE
35922N100FVRFRONTVIEW REIT INC$9.2M0.03%624,274CommonSOLE
49457M106NAKAKINDLY MD INC$9.0M0.03%25,612,676CommonSOLE
576323109MTZMASTEC INC$8.9M0.03%40,900CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$8.8M0.02%477,837CommonSOLE
680033107ONBOLD NATL BANCORP IND$8.8M0.02%393,148CommonSOLE
34965K107FTREFORTREA HLDGS INC$8.6M0.02%500,000CommonSOLE
745867101PHMPULTE GROUP INC$8.5M0.02%72,464CommonSOLE
654484609NBNIOCORP DEVS LTD$8.5M0.02%1,600,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$8.4M0.02%34,806CommonSOLE
033853102ANDGANDERSEN GROUP INC$8.4M0.02%325,000CommonSOLE
35168W103GUTSFRACTYL HEALTH INC$8.4M0.02%3,809,523CommonSOLE
N44445109IMTXIMMATICS N.V$8.3M0.02%789,163CommonSOLE
25520W107DECDIVERSIFIED ENERGY CO$8.2M0.02%568,000CommonSOLE
885160101THOTHOR INDS INC$8.2M0.02%80,050CommonSOLE
578784100MAZEMAZE THERAPEUTICS INC$8.1M0.02%196,124CommonSOLE
91678A107UPBUPSTREAM BIO INC$8.1M0.02%298,329CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$8.0M0.02%115,000CommonSOLE
718968100PXEDPHOENIX ED PARTNERS INC$8.0M0.02%263,667CommonSOLE
70339W104PTRNPATTERN GROUP INC$7.9M0.02%687,474CommonSOLE
537008104LFUSLITTELFUSE INC$7.9M0.02%31,117CommonSOLE
29786A106ETSYETSY INC$7.9M0.02%141,816CommonSOLE
679295105OKTAOKTA INC$7.8M0.02%90,262CommonSOLE
615369105MCOMOODYS CORP$7.6M0.02%14,961CommonSOLE
960413102WLKWESTLAKE CORPORATION$7.6M0.02%103,041CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$7.5M0.02%200,000CommonSOLE
52635N103LENZLENZ THERAPEUTICS INC$7.4M0.02%463,495CommonSOLE
133131102CPTCAMDEN PPTY TR$7.3M0.02%66,133CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$7.3M0.02%1,655,790CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$7.1M0.02%728,600CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$6.8M0.02%327,405CommonSOLE
14154A102CDNLCARDINAL INFRASTRUCTURE GROU$6.6M0.02%275,000CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$6.6M0.02%192,308CommonSOLE
H5870P102OCSOCULIS HOLDING AG$6.6M0.02%331,332CommonSOLE
42238D107HTFLHEARTFLOW INC$6.6M0.02%225,000CommonSOLE
45257U108IMNMIMMUNOME INC$6.3M0.02%293,750CommonSOLE
87318A101TWFGTWFG INC$6.2M0.02%215,778CommonSOLE
550249106LMRILUMEXA IMAGING HOLDINGS INC$6.2M0.02%334,771CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$6.2M0.02%134,590CommonSOLE
009422106AIROAIRO GROUP HLDGS INC$6.1M0.02%750,540CommonSOLE
690145206OMOUTSET MED INC$6.0M0.02%1,614,582CommonSOLE
020398707ALMALMONTY INDS INC$5.9M0.02%667,004CommonSOLE
75776W103RDWREDWIRE CORPORATION$5.9M0.02%772,201CommonSOLE
G5S37H101MRXMAREX GROUP PLC$5.8M0.02%152,375CommonSOLE
501976104KYTXKYVERNA THERAPEUTICS INC$5.6M0.02%600,000CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$5.6M0.02%159,744CommonSOLE
829401108SIONSIONNA THERAPEUTICS INC$5.6M0.02%136,222CommonSOLE
532275104LWLGLIGHTWAVE LOGIC INC$5.5M0.02%1,700,000CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$5.5M0.02%72,307CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$5.5M0.02%256,745CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$5.4M0.02%429,288CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$5.4M0.02%400,000CommonSOLE
74319B502PROFPROFOUND MED CORP$5.3M0.02%678,570CommonSOLE
G2003N113BEAGUBOLD EAGLE ACQUISITION CORP$5.3M0.01%499,990CommonSOLE
G13311116SLMTBRERA HOLDINGS PLC$5.3M0.01%2,830,435CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$5.1M0.01%500,000CommonSOLE
48669G303KZIAKAZIA THERAPEUTICS LTD$5.1M0.01%738,321CommonSOLE
74317M104PALPROFICIENT AUTO LOGISTICS IN$5.1M0.01%524,953CommonSOLE
831349105SLDESLIDE INS HLDGS INC$5.0M0.01%258,966CommonSOLE
086921103BETABETA TECHNOLOGIES INC$5.0M0.01%177,867CommonSOLE
00810F106ASLEAERSALE CORPORATION$5.0M0.01%700,000CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$4.9M0.01%418,883CommonSOLE
781154109RBRKRUBRIK INC.$4.9M0.01%63,653CommonSOLE
896945201TRIPTRIPADVISOR INC$4.8M0.01%330,918CommonSOLE
002121101ATENA10 NETWORKS INC$4.8M0.01%272,093CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$4.7M0.01%663,021CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$4.7M0.01%545,464CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$4.7M0.01%211,366CommonSOLE
04010E109AGXARGAN INC$4.7M0.01%15,047CommonSOLE
22407B108COYACOYA THERAPEUTICS INC$4.6M0.01%800,000CommonSOLE
85209E208SPRBSPRUCE BIOSCIENCES INC$4.5M0.01%51,671CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$4.5M0.01%3,802,883CommonSOLE
231021106CMICUMMINS INC$4.5M0.01%8,762CommonSOLE
881454102IMSRTERRESTRIAL ENERGY INC$4.4M0.01%722,000CommonSOLE
946784105WAYWAYSTAR HLDG CORP$4.3M0.01%130,719CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$4.3M0.01%13,145CommonSOLE
68572M106OBIOORCHESTRA BIOMED HLDGS INC$4.2M0.01%1,000,000CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$4.0M0.01%100,000CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$4.0M0.01%141,282CommonSOLE
693691107PSQHPSQ HOLDINGS INC$4.0M0.01%3,862,102CommonSOLE
254604101IRONDISC MEDICINE INC$4.0M0.01%50,000CommonSOLE
09076J207BHSTBIOHARVEST SCIENCES INC$3.9M0.01%757,064CommonSOLE
65487U108NKTXNKARTA INC$3.9M0.01%2,084,840CommonSOLE
01626L204ALGSALIGOS THERAPEUTICS INC$3.8M0.01%412,000CommonSOLE
N90064101QUREUNIQURE NV$3.6M0.01%151,058CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$3.5M0.01%927,821CommonSOLE
862945102STRIVE INC$3.5M0.01%4,789,369CommonSOLE
N69605108PHVSPHARVARIS N V$3.5M0.01%125,000CommonSOLE
482929106KLRSKALARIS THERAPEUTICS INC$3.4M0.01%403,551CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$3.4M0.01%142,518CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$3.4M0.01%150,000CommonSOLE
863182101STRWSTRAWBERRY FIELDS REIT INC$3.3M0.01%255,191CommonSOLE
82537J108SISHOULDER INNOVATIONS INC$3.3M0.01%232,984CommonSOLE
74019P207DTILPRECISION BIOSCIENCES INC$3.3M0.01%798,000CommonSOLE
G2545C104CBIOCRESCENT BIOPHARMA INC.$3.1M0.01%264,000CommonSOLE
687604108ORKAORUKA THERAPEUTICS INC$3.0M0.01%100,000CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$3.0M0.01%39,284CommonSOLE
82728C102SVCOSILVACO GROUP INC$3.0M0.01%732,824CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$2.9M0.01%598,819CommonSOLE
92556W104VIAVIA TRANSN INC$2.9M0.01%100,000CommonSOLE
87990A106TNYATENAYA THERAPEUTICS INC$2.8M0.01%4,000,000CommonSOLE

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.