MondegarAI
CREDIT AGRICOLE S A

Q1 2026 · 13F-HR

CREDIT AGRICOLE S Aholdings as filed

Filed 2026-05-15 · accession 0001172661-26-002194

$38.09B
Reported value
1,271
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · CREDIT AGRICOLE S A · Q1 2026

AI · grounded in 13F

CREDIT AGRICOLE S A established a new position in TTE valued at $892.8M. The fund also opened a new stake in AZN for $587.2M and increased its holdings in PLTR by 75.6%. On the sell side, the fund trimmed its position in TSLA by 39.7% and reduced its stake in QQQ by 21.7%.

Holdings as filed

First 500 of 1271

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.67B7.01%15,318,021CommonSOLE
594918104MSFTMICROSOFT CORP$2.03B5.32%5,477,807CommonSOLE
037833100AAPLAPPLE INC$1.66B4.36%6,545,978CommonSOLE
02079K305GOOGLALPHABET INC$1.30B3.41%4,519,773CommonSOLE
11135F101AVGOBROADCOM INC$1.22B3.21%3,952,965CommonSOLE
023135106AMZNAMAZON COM INC$1.09B2.87%5,240,369CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.02B2.69%1,575,000PUTSOLE
F92124100TTETOTALENERGIES SE$824.0M2.16%9,056,762CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$736.3M1.93%2,502,919CommonSOLE
46090E103QQQINVESCO QQQ TR$698.4M1.83%1,210,000PUTSOLE
30303M102METAMETA PLATFORMS INC$663.9M1.74%1,160,468CommonSOLE
G0593M107AZNASTRAZENECA PLC$587.2M1.54%2,977,566CommonSOLE
464287655IWMISHARES TR$535.7M1.41%2,160,000PUTSOLE
02079K107GOOGALPHABET INC$530.4M1.39%1,849,092CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$482.2M1.27%965,130CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$422.6M1.11%881,934CommonSOLE
67066G104NVDANVIDIA CORPORATION$348.8M0.92%2,000,000PUTSOLE
595112103MUMICRON TECHNOLOGY INC$338.2M0.89%1,001,210CommonSOLE
88160R101TSLATESLA INC$309.3M0.81%832,042CommonSOLE
032654105ADIANALOG DEVICES INC$307.9M0.81%967,822CommonSOLE
038222105AMATAPPLIED MATLS INC$301.9M0.79%883,250CommonSOLE
532457108LLYELI LILLY & CO$253.8M0.67%275,920CommonSOLE
64110L106NFLXNETFLIX INC.$248.9M0.65%2,588,456CommonSOLE
88160R101TSLATESLA INC$247.5M0.65%665,900PUTSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$231.3M0.61%684,545CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$226.7M0.60%837,977CommonSOLE
023135106AMZNAMAZON COM INC$201.5M0.53%967,500PUTSOLE
00287Y109ABBVABBVIE INC$195.2M0.51%897,538CommonSOLE
N3167Y103RACEFERRARI N V$191.2M0.50%565,041CommonSOLE
11135F101AVGOBROADCOM INC$191.1M0.50%617,500PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$189.9M0.50%3,100,000PUTSOLE
594918104MSFTMICROSOFT CORP$188.8M0.50%510,000PUTSOLE
02079K305GOOGLALPHABET INC$187.6M0.49%652,500PUTSOLE
17275R102CSCOCISCO SYS INC$176.8M0.46%2,279,239CommonSOLE
N3168P101FERFERROVIAL SE$174.7M0.46%2,685,180CommonSOLE
68389X105ORCLORACLE CORP$169.5M0.44%1,151,897CommonSOLE
931142103WMTWALMART INC$159.2M0.42%1,280,611CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$159.1M0.42%2,212,454CommonSOLE
92826C839VVISA INC$158.0M0.41%522,805CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$155.7M0.41%316,831CommonSOLE
79466L302CRMSALESFORCE INC$154.4M0.41%827,309CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$154.4M0.41%237,433CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$146.2M0.38%432,500PUTSOLE
060505104BACBANK AMERICA CORP$138.1M0.36%2,831,893CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$135.0M0.35%223,325CommonSOLE
595112103MUMICRON TECHNOLOGY INC$130.1M0.34%385,000PUTSOLE
81762P102NOWSERVICENOW INC$128.8M0.34%1,232,084CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$128.2M0.34%528,730CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$126.9M0.33%2,021,577CommonSOLE
002824100ABTABBOTT LABORATORIES$125.2M0.33%1,219,401CommonSOLE
478160104JNJJOHNSON & JOHNSON$125.1M0.33%511,911CommonSOLE
863667101SYKSTRYKER CORPORATION$121.4M0.32%369,326CommonSOLE
149123101CATCATERPILLAR INC$120.6M0.32%170,169CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$118.9M0.31%439,500PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$117.0M0.31%800,000PUTSOLE
037833100AAPLAPPLE INC$114.2M0.30%450,000PUTSOLE
G29183103ETNEATON CORP PLC$113.8M0.30%318,204CommonSOLE
580135101MCDMCDONALDS CORP$111.3M0.29%358,125CommonSOLE
191216100KOCOCA COLA CO$110.9M0.29%1,458,221CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$109.6M0.29%825,000PUTSOLE
G54950103LINLINDE PLC$108.2M0.28%218,327CommonSOLE
025816109AXPAMERICAN EXPRESS CO$107.8M0.28%356,244CommonSOLE
78409V104SPGIS&P GLOBAL INC$106.8M0.28%251,059CommonSOLE
30303M102METAMETA PLATFORMS INC$104.4M0.27%182,500PUTSOLE
09290D101BLKBLACKROCK INC$100.4M0.26%104,444CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$99.7M0.26%681,686CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$98.0M0.26%611,495CommonSOLE
872540109TJXTJX COS INC NEW$97.9M0.26%612,796CommonSOLE
64110L106NFLXNETFLIX INC.$96.4M0.25%1,002,500PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$96.2M0.25%208,743CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$95.6M0.25%470,151CommonSOLE
512807306LRCXLAM RESEARCH CORP$95.0M0.25%444,556CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$93.7M0.25%333,528CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$90.2M0.24%760,731CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$87.9M0.23%1,780,000PUTSOLE
94106L109WMWASTE MGMT INC DEL$87.4M0.23%380,488CommonSOLE
375558103GILDGILEAD SCIENCES INC$87.2M0.23%625,798CommonSOLE
68389X105ORCLORACLE CORP$83.9M0.22%570,000PUTSOLE
617446448MSMORGAN STANLEY$83.7M0.22%508,522CommonSOLE
18915M107NETCLOUDFLARE INC$83.2M0.22%403,181CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$82.8M0.22%170,702CommonSOLE
437076102HDHOME DEPOT INC$81.5M0.21%247,809CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$81.4M0.21%954,694CommonSOLE
731105409PSNYPOLESTAR AUTOMOTIVE HLDG UK$81.0M0.21%4,395,036CommonSOLE
02079K107GOOGALPHABET INC$78.9M0.21%275,000PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$78.3M0.21%92,503CommonSOLE
30231G102XOMEXXON MOBIL CORP$77.9M0.20%459,253CommonSOLE
00206R102TAT&T INC$77.6M0.20%2,676,735CommonSOLE
75513E101RTXRTX CORPORATION$77.5M0.20%401,616CommonSOLE
N82405106STLASTELLANTIS N.V$77.4M0.20%10,912,647CommonSOLE
58933Y105MRKMERCK & CO INC$76.7M0.20%637,765CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$75.3M0.20%370,000PUTSOLE
594972408MSTRSTRATEGY INC$74.9M0.20%600,400PUTSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$74.8M0.20%179,507CommonSOLE
79466L302CRMSALESFORCE INC$73.3M0.19%392,500PUTSOLE
46625H100JPMJPMORGAN CHASE & CO$73.0M0.19%248,000PUTSOLE
461202103INTUINTUIT$71.7M0.19%165,806CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$71.4M0.19%92,416CommonSOLE
95040Q104WELLWELLTOWER INC$69.8M0.18%352,866CommonSOLE
H50430232LOGILOGITECH INTL S A$68.6M0.18%752,538CommonSOLE
532457108LLYELI LILLY & CO$68.1M0.18%74,000PUTSOLE
235851102DHRDANAHER CORP DEL$66.4M0.17%350,205CommonSOLE
65339F101NEENEXTERA ENERGY INC$65.7M0.17%707,610CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$65.0M0.17%100,000CALLSOLE
032095101APHAMPHENOL CORP$64.6M0.17%511,074CommonSOLE
042068205ARMARM HOLDINGS PLC$62.8M0.16%415,000PUTSOLE
482480100KLACKLA CORP$59.6M0.16%40,507CommonSOLE
244199105DEDEERE & CO$59.2M0.16%105,172CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$58.4M0.15%445,890CommonSOLE
651639106NEMNEWMONT CORP$58.0M0.15%536,135CommonSOLE
25809K105DASHDOORDASH INC$56.6M0.15%377,070CommonSOLE
36828A101GEVGE VERNOVA INC$55.9M0.15%64,024CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$54.6M0.14%122,365CommonSOLE
172967424CCITIGROUP INC$54.2M0.14%478,000PUTSOLE
742718109PGPROCTER & GAMBLE CO$54.2M0.14%374,917CommonSOLE
12572Q105CMECME GROUP INC$52.9M0.14%179,152CommonSOLE
G25508105CRHCRH PLC$52.5M0.14%499,074CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$52.4M0.14%281,135CommonSOLE
58733R102MELIMERCADOLIBRE INC$52.1M0.14%30,148CommonSOLE
438516106HONHONEYWELL INTL INC$51.9M0.14%229,486CommonSOLE
406216101HALHALLIBURTON CO$51.1M0.13%1,311,850CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$50.6M0.13%129,593CommonSOLE
92189H607OIHVANECK ETF TRUST$50.5M0.13%125,000PUTSOLE
98419M100XYLXYLEM INC$50.3M0.13%420,858CommonSOLE
74340W103PLDPROLOGIS INC.$48.6M0.13%367,375CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$48.5M0.13%825,281CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$47.6M0.13%785,099CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$47.5M0.12%488,366CommonSOLE
458140100INTCINTEL CORP$47.4M0.12%1,075,000PUTSOLE
278865100ECLECOLAB INC$46.5M0.12%174,922CommonSOLE
231021106CMICUMMINS INC$46.4M0.12%86,177CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$46.3M0.12%100,000PUTSOLE
87612G101TRGPTARGA RES CORP$44.9M0.12%179,092CommonSOLE
254687106DISDISNEY WALT CO$44.5M0.12%461,285CommonSOLE
743315103PGRPROGRESSIVE CORP$44.1M0.12%222,528CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$43.9M0.12%349,762CommonSOLE
369604301GEGE AEROSPACE$43.8M0.12%154,516CommonSOLE
78463V107GLDSPDR GOLD TR$43.8M0.12%101,883CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$43.5M0.11%43,683CommonSOLE
F92124100TTETOTALENERGIES SE$43.4M0.11%477,000PUTSOLE
81369Y886XLUSELECT SECTOR SPDR TR$43.1M0.11%940,000PUTSOLE
02209S103MOALTRIA GROUP INC$43.1M0.11%653,078CommonSOLE
031162100AMGNAMGEN INC$43.1M0.11%122,469CommonSOLE
G87052109TELTE CONNECTIVITY PLC$42.5M0.11%203,271CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$42.5M0.11%214,123CommonSOLE
701094104PHPARKER-HANNIFIN CORP$41.8M0.11%46,692CommonSOLE
040413205ANETARISTA NETWORKS INC$41.6M0.11%338,572CommonSOLE
09260D107BXBLACKSTONE INC$40.5M0.11%352,536CommonSOLE
052769106ADSKAUTODESK INC$39.9M0.10%166,500CommonSOLE
20030N101CMCSACOMCAST CORP NEW$39.7M0.10%1,383,225CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$39.2M0.10%360,000PUTSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$37.9M0.10%96,786CommonSOLE
03831W108APPAPPLOVIN CORP$37.6M0.10%94,477CommonSOLE
23804L103DDOGDATADOG INC$37.6M0.10%318,180CommonSOLE
009066101ABNBAIRBNB INC$37.3M0.10%295,263CommonSOLE
231561101CWCURTISS WRIGHT CORP$36.9M0.10%54,218CommonSOLE
30231G102XOMEXXON MOBIL CORP$36.5M0.10%215,000PUTSOLE
H42097107UBSUBS GROUP AG$36.4M0.10%932,556CommonSOLE
615369105MCOMOODYS CORP$36.3M0.10%83,266CommonSOLE
060505104BACBANK AMERICA CORP$36.1M0.09%740,000PUTSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$35.9M0.09%129,304CommonSOLE
98978V103ZTSZOETIS INC$35.8M0.09%302,756CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$35.6M0.09%271,663CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$35.4M0.09%203,962CommonSOLE
29444U700EQIXEQUINIX INC$35.2M0.09%35,957CommonSOLE
911363109URIUNITED RENTALS INC$35.2M0.09%48,314CommonSOLE
172967424CCITIGROUP INC$35.1M0.09%309,762CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$34.8M0.09%199,516CommonSOLE
443201108HWMHOWMET AEROSPACE INC$34.7M0.09%150,412CommonSOLE
609207105MDLZMONDELEZ INTL INC$34.6M0.09%600,178CommonSOLE
03073E105CORCENCORA INC$34.5M0.09%109,766CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$34.4M0.09%585,000PUTSOLE
92343V104VZVERIZON COMMUNICATIONS INC$34.3M0.09%683,863CommonSOLE
00724F101ADBEADOBE INC$34.3M0.09%141,070CommonSOLE
882508104TXNTEXAS INSTRS INC$34.3M0.09%176,624CommonSOLE
871607107SNPSSYNOPSYS INC$33.6M0.09%84,649CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$33.5M0.09%120,000PUTSOLE
717081103PFEPFIZER INC$33.3M0.09%1,186,021CommonSOLE
92826C839VVISA INC$33.2M0.09%110,000PUTSOLE
166764100CVXCHEVRON CORPORATION$33.1M0.09%160,176CommonSOLE
902973304USBUS BANCORP$32.9M0.09%632,389CommonSOLE
751212101RLRALPH LAUREN CORP$32.9M0.09%95,542CommonSOLE
713448108PEPPEPSICO INC$32.2M0.08%207,542CommonSOLE
631103108NDAQNASDAQ INC$32.1M0.08%377,867CommonSOLE
931142103WMTWALMART INC$31.7M0.08%255,000PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$31.6M0.08%114,934CommonSOLE
222070203COTYCOTY INC$31.4M0.08%15,610,163CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$31.3M0.08%195,000PUTSOLE
74762E102QUREQUANTA SVCS INC$31.1M0.08%56,666CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$30.7M0.08%332,036CommonSOLE
H01301128ALCALCON AG$30.4M0.08%403,015CommonSOLE
833445109SNOWSNOWFLAKE INC$29.9M0.08%198,236CommonSOLE
58933Y105MRKMERCK & CO INC$29.5M0.08%245,000PUTSOLE
126650100CVSCVS HEALTH CORP$29.2M0.08%406,074CommonSOLE
56585A102MPCMARATHON PETE CORP$29.1M0.08%119,324CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$29.1M0.08%148,560CommonSOLE
458140100INTCINTEL CORP$29.0M0.08%656,071CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$28.8M0.08%165,000PUTSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$28.6M0.08%300,000PUTSOLE
579780206MKCMCCORMICK & CO INC$28.5M0.07%565,321CommonSOLE
03027X100AMTAMERICAN TOWER CORP$28.5M0.07%165,181CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$28.4M0.07%143,730CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$28.2M0.07%65,043CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$28.0M0.07%47,647CommonSOLE
617446448MSMORGAN STANLEY$28.0M0.07%170,000PUTSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$27.9M0.07%1,866,810CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$27.7M0.07%370,104CommonSOLE
770700102HOODROBINHOOD MKTS INC$27.5M0.07%397,259CommonSOLE
80004C200SNDKSANDISK CORP$27.5M0.07%43,271CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$27.5M0.07%55,000PUTSOLE
78464A870XBISPDR SERIES TRUST$27.5M0.07%215,000PUTSOLE
00724F101ADBEADOBE INC$27.3M0.07%112,500PUTSOLE
55024U109LITELUMENTUM HLDGS INC$27.3M0.07%38,827CommonSOLE
722304102PDDPDD HOLDINGS INC$27.3M0.07%266,808CommonSOLE
199908104FIXCOMFORT SYS USA INC$26.8M0.07%19,419CommonSOLE
742718109PGPROCTER & GAMBLE CO$26.7M0.07%185,000PUTSOLE
892672106TWTRADEWEB MKTS INC$26.6M0.07%226,310CommonSOLE
46428Q109SLVISHARES SILVER TR$26.6M0.07%390,000PUTSOLE
81369Y209XLVSELECT SECTOR SPDR TR$26.4M0.07%180,000PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$26.3M0.07%160,000PUTSOLE
16411R208LNGCHENIERE ENERGY INC$26.2M0.07%92,276CommonSOLE
87612E106TGTTARGET CORP$26.1M0.07%215,000PUTSOLE
89417E109TRVTRAVELERS COMPANIES INC$25.7M0.07%88,244CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$25.6M0.07%272,509CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$25.5M0.07%105,000PUTSOLE
548661107LOWLOWES COS INC$25.4M0.07%107,420CommonSOLE
F92124100TTETOTALENERGIES SE$25.4M0.07%278,900CALLSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$25.2M0.07%143,593CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$25.0M0.07%115,259CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$24.8M0.07%183,429CommonSOLE
65290E101NXTNEXTPOWER INC$24.7M0.06%204,913CommonSOLE
747525103QCOMQUALCOMM INC$24.7M0.06%191,650CommonSOLE
253868103DLRDIGITAL RLTY TR INC$24.6M0.06%136,510CommonSOLE
654106103NKENIKE INC$24.6M0.06%465,000PUTSOLE
78464A698KRESPDR SERIES TRUST$24.4M0.06%375,000PUTSOLE
452308109ITWILLINOIS TOOL WKS INC$24.1M0.06%92,727CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$24.1M0.06%96,176CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$24.0M0.06%215,000PUTSOLE
718546104PSXPHILLIPS 66$23.5M0.06%128,939CommonSOLE
717081103PFEPFIZER INC$23.3M0.06%830,000PUTSOLE
81762P102NOWSERVICENOW INC$23.3M0.06%222,500PUTSOLE
49177J102KVUEKENVUE INC$23.2M0.06%1,343,551CommonSOLE
464286400EWZISHARES INC$23.0M0.06%600,000PUTSOLE
052800109ALVAUTOLIV INC$22.9M0.06%217,500CommonSOLE
40412C101HCAHCA HEALTHCARE INC$22.8M0.06%48,132CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$22.3M0.06%308,004CommonSOLE
020002101ALLALLSTATE CORP$22.3M0.06%107,559CommonSOLE
670100205NVONOVO-NORDISK A S$22.2M0.06%605,000PUTSOLE
816851109SRESEMPRA$22.2M0.06%228,358CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$22.0M0.06%2,050,000PUTSOLE
278642103EBAYEBAY INC.$21.9M0.06%240,922CommonSOLE
857477103STTSTATE STR CORP$21.8M0.06%172,569CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$21.8M0.06%218,071CommonSOLE
G6683N103NUNU HLDGS LTD$21.5M0.06%1,498,428CommonSOLE
369550108GDGENERAL DYNAMICS CORP$21.1M0.06%61,513CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$20.9M0.05%60,552CommonSOLE
03831W108APPAPPLOVIN CORP$20.9M0.05%52,500PUTSOLE
125269100CFCF INDUSTRIES HOLD$20.8M0.05%159,887CommonSOLE
496902404KGCKINROSS GOLD CORP$20.5M0.05%670,418CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$20.3M0.05%431,828CommonSOLE
09260D107BXBLACKSTONE INC$20.1M0.05%175,000PUTSOLE
45168D104IDXXIDEXX LABS INC$19.9M0.05%35,379CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$19.8M0.05%68,190CommonSOLE
464287523SOXXISHARES TR$19.7M0.05%60,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$19.7M0.05%94,708CommonSOLE
025816109AXPAMERICAN EXPRESS CO$19.7M0.05%65,000PUTSOLE
693718108PCARPACCAR INC$19.5M0.05%169,153CommonSOLE
H2906T109GRMNGARMIN LTD$19.5M0.05%83,979CommonSOLE
336433107FSLRFIRST SOLAR INC$19.4M0.05%98,581CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$19.3M0.05%195,000PUTSOLE
58733R102MELIMERCADOLIBRE INC$19.0M0.05%11,000PUTSOLE
30212P303EXPEEXPEDIA GROUP INC$19.0M0.05%82,334CommonSOLE
G0403H108AONAON PLC$19.0M0.05%58,883CommonSOLE
21873S108CRWVCOREWEAVE INC$19.0M0.05%245,000PUTSOLE
097023105BABOEING CO$18.5M0.05%93,101CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$18.5M0.05%166,092CommonSOLE
48251W104KKRKKR & CO INC$18.3M0.05%197,585CommonSOLE
58155Q103MCKMCKESSON CORP$18.2M0.05%21,068CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$18.2M0.05%51,306CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$18.1M0.05%184,067CommonSOLE
172062101CINFCINCINNATI FINL CORP$17.9M0.05%113,585CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$17.8M0.05%780,662CommonSOLE
D18190898DBDEUTSCHE BK AG$17.6M0.05%589,947CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$17.5M0.05%153,366CommonSOLE
184496107CLHCLEAN HARBORS INC$17.3M0.05%60,444CommonSOLE
92840M102VSTVISTRA CORP$17.3M0.05%115,000PUTSOLE
68902V107OTISOTIS WORLDWIDE CORP$17.1M0.04%221,915CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$16.9M0.04%185,954CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$16.7M0.04%66,626CommonSOLE
780087102RYROYAL BK CDA$16.7M0.04%103,207CommonSOLE
209115104EDCONSOLIDATED EDISON INC$16.6M0.04%147,037CommonSOLE
770700102HOODROBINHOOD MKTS INC$16.6M0.04%240,000PUTSOLE
337932107FEFIRSTENERGY CORP$16.2M0.04%318,812CommonSOLE
98980G102ZSZSCALER INC$16.0M0.04%114,333CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$16.0M0.04%426,780CommonSOLE
958102105WDCWESTERN DIGITAL CORP$15.9M0.04%58,681CommonSOLE
G491BT108IVZINVESCO LTD$15.8M0.04%649,332CommonSOLE
756109104OREALTY INCOME CORP$15.7M0.04%256,685CommonSOLE
594972408MSTRSTRATEGY INC$15.6M0.04%124,675CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$15.5M0.04%78,829CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$15.4M0.04%54,984CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$15.3M0.04%50,405CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$15.2M0.04%18,000PUTSOLE
30161N101EXCEXELON CORP$15.2M0.04%309,444CommonSOLE
21873S108CRWVCOREWEAVE INC$15.1M0.04%195,375CommonSOLE
311900104FASTFASTENAL CO$15.1M0.04%325,469CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$14.8M0.04%186,341CommonSOLE
929740108WABWABTEC$14.7M0.04%58,875CommonSOLE
29084Q100EMEEMCOR GROUP INC$14.7M0.04%19,876CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$14.6M0.04%109,774CommonSOLE
466313103JBLJABIL INC$14.6M0.04%54,819CommonSOLE
053332102AZOAUTOZONE INC$14.5M0.04%4,294CommonSOLE
171779309CIENCIENA CORP$14.4M0.04%37,146CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14.4M0.04%605,519CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$14.2M0.04%424,990CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$14.2M0.04%143,653CommonSOLE
87612E106TGTTARGET CORP$14.2M0.04%117,080CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$14.1M0.04%165,000PUTSOLE
384802104GWWWW GRAINGER INC$13.9M0.04%12,776CommonSOLE
760759100RSGREPUBLIC SVCS INC$13.9M0.04%63,239CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$13.8M0.04%20,255CommonSOLE
81141R100SESEA LTD$13.8M0.04%166,715CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$13.8M0.04%305,000PUTSOLE
902973304USBUS BANCORP$13.8M0.04%265,000PUTSOLE
34959E109FTNTFORTINET INC$13.7M0.04%168,020CommonSOLE
500754106KHCKRAFT HEINZ CO$13.7M0.04%608,639CommonSOLE
126650100CVSCVS HEALTH CORP$13.6M0.04%190,000PUTSOLE
670346105NUENUCOR CORP$13.6M0.04%80,555CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$13.6M0.04%424,994CommonSOLE
252131107DXCMDEXCOM INC$13.5M0.04%215,411CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$13.5M0.04%63,989CommonSOLE
042068205ARMARM HOLDINGS PLC$13.5M0.04%89,056CommonSOLE
82982T106SITMSITIME CORP$13.4M0.04%38,919CommonSOLE
075887109BDXBECTON DICKINSON & CO$13.3M0.03%84,490CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$13.3M0.03%197,993CommonSOLE
316773100FITBFIFTH THIRD BANCORP$13.2M0.03%284,020CommonSOLE
670100205NVONOVO-NORDISK A S$13.2M0.03%358,137CommonSOLE
949746101WMT2WELLS FARGO & CO$13.1M0.03%165,000PUTSOLE
097023105BABOEING CO$12.9M0.03%65,000PUTSOLE
78463V107GLDSPDR GOLD TR$12.9M0.03%30,000PUTSOLE
74460D109PSAPUBLIC STORAGE OPER CO$12.8M0.03%47,342CommonSOLE
761152107RMDRESMED INC$12.8M0.03%57,126CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$12.8M0.03%159,543CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$12.8M0.03%560,000PUTSOLE
219350105GLWCORNING INC$12.8M0.03%93,777CommonSOLE
871829107SYYSYSCO CORP$12.6M0.03%177,316CommonSOLE
46266C105IQVIQVIA HLDGS INC$12.6M0.03%73,990CommonSOLE
922475108VEEVVEEVA SYS INC$12.4M0.03%70,733CommonSOLE
624758108MWAMUELLER WTR PRODS INC$12.4M0.03%450,745CommonSOLE
26875P101EOGEOG RES INC$12.4M0.03%85,639CommonSOLE
143658300CCL1EURCARNIVAL CORP$12.3M0.03%476,647CommonSOLE
30231G102XOMEXXON MOBIL CORP$12.3M0.03%72,500CALLSOLE
12504L109CBRECBRE GROUP INC$12.2M0.03%89,833CommonSOLE
907818108UNPUNION PAC CORP$12.1M0.03%50,051CommonSOLE
654106103NKENIKE INC$12.1M0.03%229,274CommonSOLE
876030107TPRTAPESTRY INC$12.1M0.03%85,779CommonSOLE
31428X106FDXFEDEX CORP$12.0M0.03%33,817CommonSOLE
00287Y109ABBVABBVIE INC$12.0M0.03%55,000PUTSOLE
704326107PAYXPAYCHEX INC$11.8M0.03%128,274CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$11.8M0.03%120,000PUTSOLE
91913Y100VLOVALERO ENERGY CORP$11.7M0.03%47,513CommonSOLE
26884L109EQTEQT CORP$11.7M0.03%184,046CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$11.7M0.03%30,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$11.7M0.03%64,143CommonSOLE
15101Q207CLSCELESTICA INC$11.7M0.03%41,496CommonSOLE
518613203LAURLAUREATE ED INC$11.6M0.03%332,820CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$11.5M0.03%56,398CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$11.5M0.03%11,500PUTSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$11.4M0.03%186,385CommonSOLE
00187Y100APGAPI GROUP CORP$11.4M0.03%280,313CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$11.2M0.03%1,046,212CommonSOLE
20825C104COPCONOCOPHILLIPS$11.2M0.03%85,000PUTSOLE
82509L107SHOPSHOPIFY INC$11.2M0.03%94,505CommonSOLE
949746101WMT2WELLS FARGO & CO$11.2M0.03%140,485CommonSOLE
683344105ONTOONTO INNOVATION INC$11.2M0.03%54,391CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$11.1M0.03%23,862CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$11.0M0.03%418,544CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$11.0M0.03%154,166CommonSOLE
778296103ROSTROSS STORES INC$10.8M0.03%49,883CommonSOLE
92338C103VLTOVERALTO CORP$10.7M0.03%121,459CommonSOLE
929160109VMCVULCAN MATLS CO$10.7M0.03%39,368CommonSOLE
88579Y101MMM3M CO$10.7M0.03%73,409CommonSOLE
149123101CATCATERPILLAR INC$10.6M0.03%15,000PUTSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.6M0.03%175,000PUTSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10.6M0.03%37,493CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$10.4M0.03%53,058CommonSOLE
806857108SLBSLB LIMITED$10.4M0.03%203,174CommonSOLE
260557103DOWDOW HLDGS INC$10.4M0.03%250,000PUTSOLE
46284V101IRMIRON MTN INC DEL$10.3M0.03%101,026CommonSOLE
370334104GISGENERAL MILLS INC$10.3M0.03%276,368CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$10.2M0.03%167,251CommonSOLE
34959E109FTNTFORTINET INC$10.2M0.03%125,000PUTSOLE
60770K107MRNAMODERNA INC$10.2M0.03%200,797CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$10.2M0.03%277,147CommonSOLE
013872106AAALCOA CORP$10.1M0.03%152,187CommonSOLE
63947X101NCNONCINO INC$10.0M0.03%669,800CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$9.9M0.03%49,003CommonSOLE
02156V109OKLOOKLO INC$9.9M0.03%200,000PUTSOLE
126408103CSXCSX CORP$9.9M0.03%239,992CommonSOLE
337738108FISVFISERV INC$9.8M0.03%174,972CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$9.8M0.03%71,688CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$9.7M0.03%196,935CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$9.7M0.03%158,962CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$9.7M0.03%20,000PUTSOLE
893641100TDGTRANSDIGM GROUP INC$9.6M0.03%8,298CommonSOLE
01741R102ATIATI INC$9.6M0.03%66,022CommonSOLE
36828A101GEVGE VERNOVA INC$9.6M0.03%11,000PUTSOLE
24703L202DELLDELL TECHNOLOGIES INC$9.6M0.03%58,192CommonSOLE
624756102MLIMUELLER INDS INC$9.5M0.03%86,176CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$9.5M0.02%103,292CommonSOLE
36118L106FUTUFUTU HLDGS LTD$9.5M0.02%69,170CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$9.3M0.02%25,985CommonSOLE
88160R101TSLATESLA INC$9.3M0.02%25,000CALLSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$9.3M0.02%31,947CommonSOLE
806857108SLBSLB LIMITED$9.3M0.02%180,000PUTSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.2M0.02%20,000PUTSOLE
690742101OCOWENS CORNING NEW$9.2M0.02%84,905CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$9.1M0.02%62,764CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.1M0.02%180,043CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$9.0M0.02%7,161CommonSOLE
20825C104COPCONOCOPHILLIPS$9.0M0.02%68,418CommonSOLE
500754106KHCKRAFT HEINZ CO$9.0M0.02%400,000PUTSOLE
023608102AEEAMEREN CORP$9.0M0.02%81,839CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$9.0M0.02%125,000PUTSOLE
254687106DISDISNEY WALT CO$9.0M0.02%93,000PUTSOLE
N00985106AERAERCAP HOLDINGS NV$8.9M0.02%64,671CommonSOLE
67421J207OTLYOATLY GROUP AB$8.9M0.02%873,047CommonSOLE
925652109VICIVICI PPTYS INC$8.8M0.02%322,495CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8.8M0.02%35,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$8.7M0.02%50,000CALLSOLE
89377M109TMDXTRANSMEDICS GROUP INC$8.7M0.02%87,389CommonSOLE
256677105DGDOLLAR GEN CORP$8.7M0.02%72,886CommonSOLE
464287432TLTISHARES TR$8.6M0.02%99,658CommonSOLE
172908105CTASCINTAS CORP$8.6M0.02%50,959CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$8.6M0.02%12CommonSOLE
G87110105FTITECHNIPFMC PLC$8.6M0.02%124,457CommonSOLE
345370860FFORD MTR CO$8.6M0.02%744,958CommonSOLE
30303M102METAMETA PLATFORMS INC$8.6M0.02%15,000CALLSOLE
038222105AMATAPPLIED MATLS INC$8.5M0.02%25,000PUTSOLE
03076C106AMPAMERIPRISE FINL INC$8.5M0.02%19,155CommonSOLE
04010E109AGXARGAN INC$8.5M0.02%15,579CommonSOLE
N3167Y103RACEFERRARI N V$8.5M0.02%25,000PUTSOLE
852066208SIISPROTT INC$8.5M0.02%59,200CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.4M0.02%53,329CommonSOLE
69331C108PCGPG&E CORP$8.4M0.02%477,369CommonSOLE
H1467J104CBCHUBB LTD SWITZ$8.3M0.02%25,597CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$8.2M0.02%62,754CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$8.2M0.02%100,000PUTSOLE
M6191J100FROGJFROG LTD$8.2M0.02%174,675CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$8.1M0.02%84,770CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$8.1M0.02%125,000PUTSOLE
45784P101PODDINSULET CORP$8.1M0.02%38,626CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$8.1M0.02%50,000PUTSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$8.0M0.02%122,387CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8.0M0.02%60,993CommonSOLE
464287465EFAISHARES TR$7.9M0.02%81,816CommonSOLE
127097103CTRACOTERRA ENERGY INC$7.9M0.02%225,304CommonSOLE
941848103WATWATERS CORP$7.9M0.02%26,569CommonSOLE
237266101DARDARLING INGREDIENTS INC$7.9M0.02%127,407CommonSOLE
553368101MPMP MATERIALS CORP$7.8M0.02%162,179CommonSOLE
007973100AEISADVANCED ENERGY INDS$7.8M0.02%24,212CommonSOLE
526107107LIILENNOX INTL INC$7.8M0.02%16,802CommonSOLE
65473P105NINISOURCE INC$7.8M0.02%167,053CommonSOLE
17275R102CSCOCISCO SYS INC$7.8M0.02%100,000CALLSOLE
444859102HUMHUMANA INC$7.8M0.02%44,748CommonSOLE
682189105ONON SEMICONDUCTOR CORP$7.7M0.02%124,030CommonSOLE
962166104WYWEYERHAEUSER CO$7.6M0.02%312,339CommonSOLE
632307104NTRANATERA INC$7.6M0.02%37,976CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$7.6M0.02%68,983CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7.6M0.02%78,469CommonSOLE
780287108RGLDROYAL GOLD INC$7.5M0.02%29,663CommonSOLE
518439104ELLAUDER ESTEE COS INC$7.5M0.02%105,000PUTSOLE
969457100WMBWILLIAMS COS INC$7.5M0.02%103,358CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$7.5M0.02%188,578CommonSOLE
07831C103BRBRBELLRING BRANDS INC$7.5M0.02%465,830CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.5M0.02%15,000CALLSOLE
55354G100MSCIMSCI INC$7.4M0.02%13,759CommonSOLE
48251W104KKRKKR & CO INC$7.4M0.02%80,000PUTSOLE
217204106CPRTCOPART INC$7.4M0.02%222,802CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.4M0.02%15,000PUTSOLE
N07059210ASMLASML HLDG NV$7.3M0.02%5,548CommonSOLE
45104G104IBNICICI BANK LIMITED$7.3M0.02%281,119CommonSOLE
G8473T100STESTERIS PLC$7.2M0.02%32,436CommonSOLE
855244109SBUXSTARBUCKS CORP$7.2M0.02%80,000PUTSOLE
436440101HO1HOLOGIC INC$7.2M0.02%94,740CommonSOLE
97717P104WTWISDOMTREE INC$7.1M0.02%490,723CommonSOLE
518439104ELLAUDER ESTEE COS INC$7.1M0.02%98,961CommonSOLE
74743L100QQNITY ELECTRONICS INC$7.1M0.02%61,399CommonSOLE
45337C102INCYINCYTE CORP$7.1M0.02%75,175CommonSOLE
98980G102ZSZSCALER INC$7.0M0.02%50,000CALLSOLE
G06973112AUGOAURA MINERALS INC$7.0M0.02%85,219CommonSOLE
13321L108CCJCAMECO CORP$7.0M0.02%64,003CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7.0M0.02%153,676CommonSOLE
125523100CITHE CIGNA GROUP$6.9M0.02%25,822CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$6.8M0.02%151,468CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6.8M0.02%37,842CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$6.8M0.02%141,931CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$6.8M0.02%6,212CommonSOLE
55306N104MKSIMKS INC.$6.8M0.02%29,405CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$6.8M0.02%45,000PUTSOLE

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.