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LOS ANGELES CAPITAL MANAGEMENT LLC

Q2 2023 · 13F-HR

LOS ANGELES CAPITAL MANAGEMENT LLCholdings as filed

Filed 2023-08-03 · accession 0001177206-23-000007

$24.92B
Reported value
1,148
Positions
2023-06-30
Period end
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Holdings as filed

First 500 of 1148

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$1.86B7.48%5,471,349CommonSOLE
037833100AAPLApple Inc$1.83B7.33%9,424,273CommonSOLE
67066G104NVDANvidia Corp$763.5M3.06%1,804,796CommonSOLE
11135F101AVGOBroadcom Inc$668.2M2.68%770,321CommonSOLE
023135106AMZNAmazon Com Inc$662.4M2.66%5,081,515CommonSOLE
92826C839VVisa Inc$556.7M2.23%2,344,222CommonSOLE
02079K305GOOGLAlphabet Inc Cl-A$532.8M2.14%4,450,770CommonSOLE
30303M102METAMeta Platforms Inc$522.3M2.10%1,820,004CommonSOLE
02079K107GOOGAlphabet Inc Cl-C$494.5M1.98%4,088,087CommonSOLE
17275R102CSCOCisco Sys Inc$337.4M1.35%6,521,315CommonSOLE
57636Q104MAMastercard Inc$328.4M1.32%834,925CommonSOLE
88160R101TSLATesla Mtrs Inc$325.7M1.31%1,244,247CommonSOLE
46120E602ISRGIntuitive Surgical I$303.4M1.22%887,314CommonSOLE
91324P102UNHUnitedhealth Group I$291.0M1.17%605,470CommonSOLE
191216100KOCoca Cola Co$273.3M1.10%4,538,521CommonSOLE
384802104GWWGrainger W W Inc$266.8M1.07%338,352CommonNONE
00724F101ADBEAdobe Sys Inc$266.7M1.07%545,323CommonSOLE
09857L108BKNGBooking Hldgs Inc$258.5M1.04%95,714CommonNONE
G1151C101ACNAccenture Plc Ireland$243.8M0.98%789,922CommonSOLE
244199105DEDeere & Co$223.9M0.90%552,525CommonSOLE
697435105PANWPalo Alto Networks Inc$223.3M0.90%874,114CommonNONE
68902V107OTISOtis Worldwide Corp$221.6M0.89%2,489,058CommonSOLE
H1467J104CBChubb Limited$213.4M0.86%1,108,063CommonSOLE
427866108HSYHershey Foods Corp$211.4M0.85%846,446CommonSOLE
81762P102NOWServicenow Inc$203.4M0.82%361,900CommonSOLE
713448108PEPPepsico Inc$196.0M0.79%1,058,430CommonSOLE
532457108LLYEli Lilly & Co$195.2M0.78%416,306CommonSOLE
580135101MCDMcdonalds Corp$180.0M0.72%603,058CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$176.5M0.71%517,467CommonSOLE
169656105CMGChipotle Mexican Gri$172.0M0.69%80,429CommonSOLE
30231G102XOMExxon Mobil Corp$169.7M0.68%1,582,411CommonSOLE
478160104JNJJohnson & Johnson$164.5M0.66%994,133CommonSOLE
149123101CATCaterpillar Inc$150.9M0.61%613,468CommonNONE
92532F100VRTXVertex Pharmaceutica$150.0M0.60%426,228CommonSOLE
G3223R108EGEverest Group Ltd$149.4M0.60%436,905CommonSOLE
863667101SYKStryker Corp$138.4M0.56%453,773CommonSOLE
127387108CDNSCadence Designs Sys$138.0M0.55%588,513CommonNONE
742718109PGProcter & Gamble Co$135.5M0.54%893,291CommonSOLE
G0450A105ACGLArch Cap Group Ltd$132.9M0.53%1,775,991CommonSOLE
252131107DXCMDexcom Inc$131.0M0.53%1,019,160CommonSOLE
98419M100XYLXylem Inc$128.0M0.51%1,136,539CommonSOLE
693718108PCARPaccar Inc$126.8M0.51%1,515,531CommonSOLE
038222105AMATApplied Materials In$126.1M0.51%872,618CommonSOLE
704326107PAYXPaychex Inc$121.0M0.49%1,081,892CommonSOLE
166764100CVXChevron Corp New$121.0M0.49%769,114CommonSOLE
482480100KLACKla Corp$119.9M0.48%247,257CommonSOLE
988498101YUMYum Brands Inc$119.9M0.48%865,207CommonSOLE
718172109PMPhilip Morris Intl Inc$113.0M0.45%1,157,401CommonSOLE
22160K105COSTCostco Whsl Corp New$112.8M0.45%209,607CommonSOLE
46625H100JPMJ P Morgan Chase & C$112.4M0.45%772,801CommonSOLE
651639106NEMNewmont Goldcorp Corpor$112.1M0.45%2,627,729CommonSOLE
745867101PHMPulte Homes Corp$111.6M0.45%1,436,498CommonSOLE
883556102TMOThermo Fisher Scientifi$110.5M0.44%211,836CommonNONE
115637209BF/BBrown Forman Dst 'b'$108.9M0.44%1,631,104CommonSOLE
60855R100MOHMolina Healthcare In$108.3M0.43%359,672CommonNONE
34959E109FTNTFortinet Inc$104.5M0.42%1,382,371CommonSOLE
79466L302CRMSalesforce Inc$103.0M0.41%487,692CommonSOLE
452308109ITWIllinois Tool Wks In$99.4M0.40%397,446CommonNONE
026874784AIGAmerican Intl Group Inc$98.2M0.39%1,707,075CommonSOLE
110122108BMYBristol Myers Squibb$97.3M0.39%1,522,188CommonSOLE
571903202MARMarriott Intl Inc Ne$96.9M0.39%527,268CommonNONE
311900104FASTFastenal Co$95.0M0.38%1,610,553CommonSOLE
172908105CTASCintas Corp$94.6M0.38%190,218CommonSOLE
61174X109MNSTMonster Beverage Corp N$94.1M0.38%1,638,994CommonSOLE
70432V102PAYCPaycom Softwareinc$93.2M0.37%290,198CommonSOLE
654106103NKENike Inc$86.1M0.35%779,878CommonSOLE
64110L106NFLXNetflix Com Inc$83.4M0.33%189,380CommonSOLE
620076307MSIMotorola Solutions Inc$82.4M0.33%281,126CommonSOLE
N6596X109NXPINxp Semiconductors N V$80.3M0.32%392,163CommonSOLE
44107P104HSTHost Hotels & Resorts$76.1M0.31%4,520,499CommonSOLE
370334104GISGeneral Mls Inc$72.3M0.29%943,152CommonSOLE
501044101KRKroger Co$71.7M0.29%1,525,229CommonSOLE
889478103TOLToll Brothers Inc$71.0M0.28%898,040CommonSOLE
020002101ALLAllstate Corp$70.8M0.28%649,525CommonSOLE
025816109AXPAmerican Express Co$69.5M0.28%399,214CommonSOLE
88076W103TDCTeradata Corp Del$68.0M0.27%1,273,120CommonSOLE
538034109LYVLive Nation Inc$65.1M0.26%714,639CommonSOLE
03662Q105AKXAnsys Inc$64.9M0.26%196,520CommonSOLE
V7780T103RCLRoyal Caribbean Crui$64.5M0.26%621,420CommonSOLE
437076102HDHome Depot Inc$62.9M0.25%202,597CommonSOLE
871607107SNPSSynopsys Inc$61.9M0.25%142,104CommonSOLE
562750109MANHManhattan Assocs Inc$61.5M0.25%307,700CommonSOLE
571748102MRSHMarsh & Mclennan Cos$59.9M0.24%318,535CommonSOLE
58933Y105MRKMerck & Co Inc New$58.5M0.23%507,194CommonSOLE
98978V103ZTSZoetis Inc$58.0M0.23%336,948CommonSOLE
548661107LOWLowes Cos Inc$57.4M0.23%254,332CommonSOLE
14448C104CARRCarrier Global Corporat$57.1M0.23%1,148,164CommonSOLE
526057104LENLennar Corp- Cl A$56.1M0.22%447,301CommonNONE
67103H107ORLYO Reilly Automotive Inc$56.0M0.22%58,670CommonNONE
90353T100UBERUber Technologies Inc$56.0M0.22%1,296,053CommonNONE
237194105DRIDarden Restaurants I$55.7M0.22%333,557CommonSOLE
29084Q100EMEEmcor Group Inc$54.7M0.22%296,226CommonSOLE
30212P303EXPEExpedia Inc Del$53.3M0.21%487,620CommonSOLE
609207105MDLZMondelez Intl Inc$52.8M0.21%724,518CommonSOLE
031162100AMGNAmgen$52.4M0.21%235,809CommonSOLE
70450Y103PYPLPaypal Hldgs Inc$52.2M0.21%781,661CommonSOLE
911312106UPSUnited Parcel Service I$51.9M0.21%289,782CommonSOLE
64125C109NBIXNeurocrine Bioscienc$51.9M0.21%550,598CommonSOLE
070830104BBWIBath & Body Works Inc$51.7M0.21%1,379,386CommonSOLE
595017104MCHPMicrochip Technology$51.0M0.20%569,789CommonNONE
011659109ALKAlaska Airgroup$50.5M0.20%950,339CommonSOLE
461202103INTUIntuit$49.8M0.20%108,591CommonSOLE
G29183103ETNEaton Corp Plc$49.5M0.20%246,263CommonSOLE
21036P108STZConstellation Brands$49.5M0.20%201,203CommonSOLE
955306105WSTWest Pharmaceutical$49.4M0.20%129,070CommonNONE
26969P108EXPEagle Materials Inc$49.3M0.20%264,656CommonSOLE
776696106ROPRoper Technologies Inc$49.3M0.20%102,583CommonSOLE
016255101ALGNAlign Technology Inc$48.9M0.20%138,306CommonSOLE
15135B101CNCCentene Corp Del$47.9M0.19%710,303CommonSOLE
20825C104COPConocophillips$47.6M0.19%459,440CommonSOLE
379577208GMEDGlobus Med Inc$47.6M0.19%799,021CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$47.3M0.19%394,370CommonSOLE
92343E102VRSNVerisign Inc$47.0M0.19%208,128CommonSOLE
552953101MGMMgm Resorts Intl$46.9M0.19%1,067,796CommonNONE
43300A203HLTHilton Worldwide Hldgs$45.4M0.18%312,238CommonNONE
58506Q109MEDPMedpace Hldgs Inc$45.3M0.18%188,824CommonSOLE
084423102WRBBerkley W R Corp$44.9M0.18%753,592CommonSOLE
871829107SYYSysco Corp$44.0M0.18%592,655CommonSOLE
701094104PHParker Hannifin Corp$41.6M0.17%106,676CommonSOLE
007903107AMDAdvanced Micro Devic$41.5M0.17%364,472CommonSOLE
05722G100BKRBaker Hughes Company$41.1M0.16%1,299,801CommonSOLE
98138H101WDAYWorkday Inc$40.3M0.16%178,419CommonNONE
009066101ABNBAirbnb Inc$40.1M0.16%313,138CommonSOLE
053332102AZOAutozone Inc$39.8M0.16%15,962CommonSOLE
339041105FLT1EURFleetcor Technologies I$39.5M0.16%157,148CommonSOLE
036752103ELVElevance Healthinc$38.8M0.16%87,375CommonSOLE
56585A102MPCMarathon Pete Corp$37.9M0.15%325,085CommonSOLE
855244109SBUXStarbucks Corp$37.8M0.15%381,693CommonSOLE
760759100RSGRepublic Svcs Inc$37.0M0.15%241,538CommonSOLE
670346105NUENucor Corp$36.2M0.15%220,470CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$36.1M0.14%155,814CommonSOLE
922475108VEEVVeeva Sys Inc$36.0M0.14%182,157CommonNONE
743315103PGRProgressive Corp Ohi$35.1M0.14%264,837CommonSOLE
883203101TXTTextron Inc$34.9M0.14%515,847CommonSOLE
002824100ABTAbbott Labs$34.9M0.14%319,946CommonSOLE
88579Y101MMM3m Co$34.7M0.14%346,213CommonSOLE
911363109URIUnited Rentals Inc$34.3M0.14%76,998CommonSOLE
872540109TJXTjx Cos Inc New$34.1M0.14%402,492CommonSOLE
89417E109TRVTravelers Companies$34.1M0.14%196,331CommonNONE
443573100HUBSHubspot Inc$33.8M0.14%63,440CommonSOLE
92345Y106VRSKVerisk Analytics Inc$33.6M0.13%148,488CommonSOLE
25754A201DPZDominos Pizza Inc$33.4M0.13%99,142CommonSOLE
40412C101HCAHca Healthcare Inc$33.0M0.13%108,646CommonSOLE
G6700G107NVTNvent Electric Plc$32.5M0.13%628,039CommonSOLE
21874C102CNMCore & Main Inc$31.8M0.13%1,013,280CommonSOLE
513272104LWLamb Weston Hldgs Inc$31.5M0.13%274,131CommonSOLE
15118V207CELHCelsius Holdings Inc$31.3M0.13%209,743CommonNONE
192446102CTSHCognizant Technology$31.1M0.12%475,717CommonNONE
831865209AOSSmith A O Corp 'b'$30.7M0.12%421,648CommonSOLE
254687106DISDisney Walt Prodtns$30.6M0.12%342,989CommonSOLE
92276F100VTRVentas Inc$30.4M0.12%642,936CommonSOLE
718546104PSXPhillips 66$30.1M0.12%315,882CommonSOLE
57060D108MKTXMarketaxess Hldgs In$29.9M0.12%114,325CommonSOLE
931142103WMTWal Mart Stores Inc$29.7M0.12%188,921CommonSOLE
00971T101AKAMAkamai Technologies$29.6M0.12%328,915CommonSOLE
37959E102GLGlobe Life Inc$28.8M0.12%262,842CommonSOLE
217204106CPRTCopart Inc$28.7M0.12%315,206CommonNONE
457730109INSPInspire Med Sys Inc$28.6M0.11%88,182CommonSOLE
268150109DTDynatrace Hldgs Inc$28.5M0.11%553,572CommonNONE
59522J103MAAMid-Amer Apt Cmntys$28.3M0.11%186,099CommonSOLE
45168D104IDXXIdexx Labs Inc$27.7M0.11%55,228CommonSOLE
436440101HO1Hologic Inc$26.3M0.11%325,010CommonSOLE
00287Y109ABBVAbbvie Inc$26.3M0.11%194,974CommonSOLE
04621X108AIZAssurant Inc$26.2M0.11%208,423CommonSOLE
87612G101TRGPTarga Res Corp$25.8M0.10%338,890CommonSOLE
12008R107BLDRBuilders Firstsource$25.6M0.10%188,014CommonNONE
126650100CVSCvs Corp$25.4M0.10%367,528CommonSOLE
01973R101ALSNAllison Transmission Hl$25.1M0.10%444,164CommonSOLE
91913Y100VLOValero Energy Corp N$24.7M0.10%210,913CommonSOLE
369550108GDGeneral Dynamics Cor$24.5M0.10%113,896CommonSOLE
031100100AMEAmetek Inc New$24.4M0.10%150,861CommonNONE
209115104EDConsolidated Edison$23.7M0.10%262,018CommonSOLE
G54950103LINLinde Plc$23.7M0.09%62,101CommonSOLE
49714P108KNSLKinsale Cap Group Inc$23.6M0.09%63,059CommonSOLE
171340102CHDChurch & Dwightco Inc$23.5M0.09%234,891CommonSOLE
68389X105ORCLOracle Corp$23.5M0.09%197,166CommonSOLE
375558103GILDGilead Sciences Inc$23.2M0.09%301,267CommonSOLE
46266C105IQVIqvia Hldgs Inc$23.1M0.09%102,710CommonSOLE
67059N108NTNXNutanix Inc$23.0M0.09%821,158CommonSOLE
615369105MCOMoodys Corp$23.0M0.09%66,071CommonSOLE
438516106HONHoneywell Intl Inc$22.7M0.09%109,638CommonNONE
458140100INTCIntel Corp$22.4M0.09%670,589CommonSOLE
02209S103MOAltria Group Inc$22.4M0.09%493,478CommonSOLE
12572Q105CMECme Group Inc$22.3M0.09%120,141CommonSOLE
G8994E103TTTrane Technologies Plc$22.2M0.09%116,045CommonSOLE
60937P106MDBMongodb Inc$22.1M0.09%53,864CommonSOLE
366651107ITGartner Group Inc Ne$22.1M0.09%63,070CommonSOLE
147528103CASYCaseys Gen Stores$21.9M0.09%89,825CommonSOLE
38526M106LOPEGrand Canyon Ed Inc$21.6M0.09%209,111CommonSOLE
84265V105SCCOSouthern Copper Corp$21.5M0.09%299,007CommonSOLE
893641100TDGTransdigm Group Inc$21.4M0.09%23,924CommonSOLE
053807103AVTAvnet Inc$21.4M0.09%423,974CommonSOLE
060505104BACBank America Corp$21.3M0.09%740,792CommonSOLE
552848103MTGMgic Invt Corp Wis$21.1M0.08%1,335,875CommonSOLE
093671105HRBBlock H & R Inc$20.9M0.08%655,694CommonSOLE
928881101VNTVontier Corporation$20.8M0.08%644,994CommonSOLE
23804L103DDOGDatadog Inc$20.7M0.08%210,527CommonSOLE
20030N101CMCSAComcast Corp New$20.6M0.08%495,867CommonNONE
487836108KKellogg Co$20.3M0.08%301,822CommonSOLE
55354G100MSCIMsci Inc$20.2M0.08%42,950CommonSOLE
34959J108FTVFortive Corp$19.9M0.08%266,542CommonSOLE
64829B100New Relic Inc$19.9M0.08%303,630CommonSOLE
942622200WSOWatsco Inc$19.3M0.08%50,650CommonSOLE
231021106CMICummins Engine Inc$18.9M0.08%77,228CommonSOLE
23331A109DHID R Horton Inc$18.4M0.07%151,524CommonNONE
219350105GLWCorning Inc$18.4M0.07%524,260CommonSOLE
69351T106PPLPpl Corp$18.1M0.07%682,992CommonSOLE
30161Q104EXELExelixis Inc$17.7M0.07%927,499CommonSOLE
30040W108ESEversource Energy$17.7M0.07%248,874CommonSOLE
682680103OKEOneok Inc New$17.4M0.07%282,121CommonSOLE
24906P109XRAYDentsply Sirona Inc$17.1M0.07%427,249CommonSOLE
749607107RLIRli Corp$16.9M0.07%123,832CommonSOLE
83001A102SIXEURSix Flags Entmt Corp Ne$16.7M0.07%643,403CommonSOLE
126408103CSXCsx Corp$16.6M0.07%486,548CommonSOLE
172062101CINFCincinnati Finl Corp$16.5M0.07%169,438CommonNONE
303250104FICOFair Isaac Corp$16.5M0.07%20,344CommonSOLE
G21810109CLVTClarivate Plc$16.3M0.07%1,708,804CommonNONE
705573103PEGAPegasystems Inc$16.2M0.06%328,460CommonSOLE
406216101HALHalliburton Co$16.2M0.06%489,728CommonSOLE
444859102HUMHumana Inc$15.8M0.06%35,271CommonSOLE
00507V109AIYActivision Blizzard Inc$15.5M0.06%184,272CommonNONE
25862V105DVDoubleverify Hldgs Inc$15.5M0.06%398,527CommonSOLE
761152107RMDResmed Inc$15.4M0.06%70,276CommonSOLE
608190104MHKMohawk Inds Inc$15.0M0.06%145,402CommonSOLE
12503M108CBOECboe Hldgs Inc$15.0M0.06%108,517CommonSOLE
783549108RRyder Sys Inc$14.7M0.06%173,392CommonSOLE
278642103EBAYEbay Inc$14.6M0.06%326,561CommonSOLE
92763W103VIPSVipshop Hldgs Ltd$14.1M0.06%857,231CommonSOLE
806857108SLBSchlumberger Ltd$14.1M0.06%287,186CommonSOLE
907818108UNPUnion Pac Corp$14.1M0.06%68,876CommonSOLE
89677Q107TCOMTrip Com Group Ltd$13.4M0.05%382,999CommonSOLE
443510607HUBBHubbell Inc$13.2M0.05%39,870CommonSOLE
512807108LRCXEURLam Resh Corp$13.1M0.05%20,418CommonSOLE
518415104LSCCLattice Semiconducto$13.1M0.05%136,532CommonNONE
570535104MKLMarkel Group Inc$12.9M0.05%9,331CommonSOLE
892672106TWTradeweb Mkts Inc$12.8M0.05%187,068CommonSOLE
758849103REGRegency Ctrs Corp$12.8M0.05%206,617CommonSOLE
194162103CLColgate Palmolive Co$12.6M0.05%163,303CommonSOLE
171779309CIENCiena Corp$12.6M0.05%295,700CommonSOLE
053015103ADPAutomatic Data Proce$12.5M0.05%56,948CommonSOLE
550021109LULULululemon Athletica Inc$12.3M0.05%32,416CommonSOLE
89055F103BLDTopbuild Corp$12.1M0.05%45,520CommonNONE
88162G103TTEKTetra Tech Inc New$12.1M0.05%73,656CommonSOLE
26884U109EPREpr Pptys$12.0M0.05%256,680CommonSOLE
959802109WUWestern Un Co$12.0M0.05%1,022,824CommonSOLE
74164M108PRIPrimerica Inc$11.7M0.05%58,957CommonSOLE
172755100CRUSCirrus Logic Corp$11.6M0.05%143,485CommonSOLE
540424108LLoews Corp$11.5M0.05%192,889CommonSOLE
81181C104Seagen Inc$11.4M0.05%59,462CommonNONE
573874104MRVLMarvell Technology Grou$11.4M0.05%190,464CommonSOLE
M98068105WIXWix Com Ltd$11.3M0.05%143,924CommonNONE
372460105GPCGenuine Parts Co$10.8M0.04%64,022CommonNONE
29605J106ESABEsab Corporation$10.8M0.04%161,751CommonSOLE
78409V104SPGIS&P Global Inc$10.7M0.04%26,721CommonNONE
592688105MTDMettler Toledo Inter$10.6M0.04%8,087CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$10.6M0.04%338,140CommonSOLE
29444U700EQIXEquinix Inc$10.5M0.04%13,376CommonNONE
45337C102INCYIncyte Pharmaceutica$10.4M0.04%167,020CommonSOLE
313745101FRTFederal Rlty Invt Tr Ne$10.4M0.04%107,048CommonSOLE
03769M106APOApollo Global Mgmt Inc$10.3M0.04%133,469CommonSOLE
74460D109PSAPublic Storage Inc$10.1M0.04%34,756CommonSOLE
G51502105JCIJohnson Ctls Intl Plc$10.1M0.04%147,618CommonSOLE
848637104SPLKCHFSplunk Inc$10.0M0.04%93,816CommonNONE
G0692U109AXSAxis Capital Holding$9.7M0.04%180,177CommonSOLE
501889208LKQLkq Corp$9.6M0.04%164,799CommonSOLE
125523100CIThe Cigna Group$9.6M0.04%34,054CommonNONE
28176E108EWEdwards Lifesciences$9.4M0.04%99,614CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc$9.4M0.04%305,366CommonSOLE
G7496G103RNRRenaissance Re Hldgs$9.4M0.04%50,317CommonSOLE
16411R208LNGCheniere Energy Inc$9.3M0.04%61,168CommonSOLE
42250P103DOCHealthpeak Pptys Inc$9.2M0.04%456,214CommonNONE
515098101LSTRLandstar Sys Inc$9.0M0.04%46,738CommonSOLE
902653104UDRUdr Inc$8.9M0.04%206,693CommonSOLE
980745103WWDWoodward Governor Co$8.9M0.04%74,642CommonSOLE
929160109VMCVulcan Matls Co$8.6M0.03%38,221CommonSOLE
G46188101HZNPNHorizon Therapeutics Pu$8.6M0.03%83,296CommonSOLE
80689H102SNDRSchneider National Inc$8.5M0.03%295,707CommonSOLE
832696405SJMSmucker J M Co$8.4M0.03%56,890CommonNONE
451107106IDAIdacorp Inc$8.3M0.03%80,505CommonSOLE
989701107ZIONZions Bancorp$8.2M0.03%305,364CommonSOLE
747525103QCOMQualcomm Inc$8.0M0.03%67,461CommonSOLE
833034101SNASnap On Tools Corp$7.9M0.03%27,405CommonSOLE
91879Q109MTNVail Resorts Inc$7.8M0.03%31,081CommonSOLE
22160N109CSGPCostar Group Inc$7.8M0.03%87,511CommonNONE
008252108AMGAffiliated Managers$7.6M0.03%50,746CommonSOLE
98980L101ZNGAZoom Video Communicatio$7.5M0.03%111,076CommonSOLE
247361702DALDelta Air Lines Inc Del$7.4M0.03%155,669CommonSOLE
92939U106WECWec Energy Group Inc$7.4M0.03%83,790CommonSOLE
G02602103DOXAmdocs Ltd$7.4M0.03%74,653CommonSOLE
902681105UGIUgi Corp New$7.3M0.03%270,286CommonSOLE
82489T104SWAVUSDShockwave Med Inc$7.2M0.03%25,279CommonNONE
064058100BKBank Of New York Mellon$7.1M0.03%159,576CommonSOLE
90278Q108UFPIUfp Industries Inc$7.1M0.03%72,986CommonNONE
517834107LVSLas Vegas Sands Corp$7.0M0.03%120,963CommonSOLE
285512109EAElectronic Arts$7.0M0.03%53,590CommonNONE
829073105SSDSimpson Manufacturin$6.9M0.03%49,482CommonNONE
750917106RMBSRambus Inc Del$6.8M0.03%106,446CommonNONE
75513E101RTXRtx Corporation$6.8M0.03%69,578CommonNONE
133131102CPTCamden Ppty Tr$6.8M0.03%62,503CommonSOLE
054540208ACLSAxcelis Technologies In$6.8M0.03%36,884CommonNONE
075887109BDXBecton Dickinson$6.6M0.03%25,112CommonSOLE
199908104FIXComfort Sys Usa Inc$6.6M0.03%40,162CommonNONE
98980G102ZSZscaler Inc$6.5M0.03%44,111CommonSOLE
42226K105HRHealthcare Rltytr$6.2M0.03%331,222CommonSOLE
98980A105ZTOZto Express Cayman Inc$6.2M0.02%247,461CommonSOLE
143658300CCL1EURCarnival Corp$6.1M0.02%326,446CommonSOLE
00766T100ACMAecom Technology Corp D$6.1M0.02%72,567CommonSOLE
103304101BYDBoyd Gaming Corp$6.1M0.02%87,723CommonSOLE
G50871105JAZZJazz Pharmaceuticals Pl$6.1M0.02%49,011CommonSOLE
87165B103SYFSynchrony Finl$6.0M0.02%176,098CommonSOLE
16359R103CHEChemed Corp New$5.9M0.02%10,932CommonSOLE
30161N101EXCExelon Corp$5.9M0.02%144,866CommonSOLE
949746101WMT2Wells Fargo & Co New$5.9M0.02%137,928CommonNONE
189054109CLXClorox Co$5.9M0.02%36,996CommonNONE
624756102MLIMueller Inds Inc$5.9M0.02%67,115CommonNONE
45841N107IBKRInteractive Brokers Gro$5.9M0.02%70,438CommonSOLE
G87110105FTITechnipfmc Ltd$5.8M0.02%350,551CommonSOLE
55825T103MSGSMadison Square Garden C$5.7M0.02%30,430CommonSOLE
205887102CAGConagra Brands Inc$5.7M0.02%169,702CommonSOLE
03820C105AITApplied Indl Technol$5.7M0.02%39,183CommonNONE
40171V100GWREGuidewire Software Inc$5.7M0.02%74,524CommonSOLE
516544103LNTHLantheus Hldgs Inc$5.7M0.02%67,544CommonNONE
134429109CPBCampbell Soup Co$5.6M0.02%121,778CommonSOLE
302081104EXLSExlservice Holdings$5.5M0.02%36,588CommonNONE
419870100HEHawaiian Elec Indust$5.4M0.02%150,129CommonSOLE
090572207BIOBio Rad Labs Inc$5.4M0.02%14,281CommonSOLE
09061G101BMRNBiomarin Pharmaceuti$5.4M0.02%62,126CommonSOLE
553530106MSMMsc Indl Direct Inc$5.3M0.02%56,047CommonSOLE
62944T105NVRNvr Inc$5.3M0.02%840CommonSOLE
46434G103IEMGIshares Inc Core Msci E$5.3M0.02%107,227CommonSOLE
172967424CCitigroup Inc$5.2M0.02%113,391CommonSOLE
95058W100WENWendys Co$5.1M0.02%235,381CommonSOLE
G5480U120Liberty Global Plc$5.1M0.02%284,248CommonSOLE
101137107BSXBoston Scientific Co$5.0M0.02%93,194CommonNONE
98980F104GTMZoominfo Technologies I$5.0M0.02%197,625CommonSOLE
679295105OKTAOkta Inc$5.0M0.02%71,720CommonSOLE
412822108HOGHarley Davidson Inc$5.0M0.02%140,829CommonSOLE
723787107PXDEURPioneer Nat Res Co$4.9M0.02%23,829CommonNONE
844741108LUVSouthwest Airls Co$4.9M0.02%136,214CommonSOLE
46269C102IRDMIridium Communications$4.9M0.02%79,201CommonNONE
811543107SEBSeaboard Corp$4.9M0.02%1,368CommonSOLE
95040Q104WELLWelltower Inc$4.9M0.02%60,200CommonSOLE
882681109TXRHTexas Roadhouse Inc$4.7M0.02%42,120CommonNONE
01749D105ALGMAllegro Microsystems In$4.7M0.02%104,580CommonSOLE
74758T303QLYSQualys Inc$4.6M0.02%35,851CommonNONE
039483102ADMArcher Daniels Midla$4.5M0.02%59,928CommonNONE
405024100HAEHaemonetics Corp$4.5M0.02%52,472CommonNONE
090043100BILLBill Holdings Inc$4.5M0.02%38,175CommonSOLE
668771108GENGen Digital Inc$4.4M0.02%239,574CommonNONE
29530P102ERIEErie Indty Co$4.4M0.02%21,121CommonSOLE
142339100CSLCarlisle Corp$4.4M0.02%17,225CommonNONE
655663102NDSNNordson Corp$4.4M0.02%17,696CommonSOLE
871332102SLVMSylvamo Corp$4.3M0.02%105,889CommonSOLE
90364P105PATHUipath Inc$4.2M0.02%255,723CommonSOLE
64110D104NTAPNetapp Inc$4.2M0.02%55,321CommonSOLE
42226A107HQYHealthequity Inc$4.2M0.02%66,109CommonNONE
457187102INGRIngredion Inc$4.2M0.02%39,301CommonSOLE
G7997R103STXSeagate Technology Hldn$4.2M0.02%67,135CommonSOLE
45778Q107NSPInsperity Inc$4.1M0.02%34,591CommonNONE
337738108FISVFiserv Inc$4.1M0.02%32,606CommonSOLE
759351604RGAReinsurance Group Amer$4.1M0.02%29,221CommonSOLE
30225T102EXRExtra Space Storage Inc$4.0M0.02%26,767CommonSOLE
369604301GEGeneral Electric Co$4.0M0.02%36,091CommonSOLE
29358P101ENSGEnsign Group Inc$4.0M0.02%41,397CommonNONE
26856L103ELFE L F Beauty Inc$3.9M0.02%34,578CommonNONE
056525108BMIBadger Meter Inc$3.9M0.02%26,679CommonNONE
294600101ETRNUSDEquitrans Midstream Cor$3.9M0.02%405,562CommonNONE
773903109ROKRockwell Automation$3.9M0.02%11,703CommonSOLE
651587107NEUNewmarket Corp$3.8M0.02%9,485CommonSOLE
040413106ANETEURArista Networks Inc$3.8M0.02%23,395CommonSOLE
531229854FWONKUSDLiberty Media Corp Dela$3.8M0.02%49,842CommonSOLE
31847R102FAFFirst Amern Finl Corp$3.7M0.01%65,384CommonSOLE
737446104POSTPost Hldgs Inc$3.7M0.01%42,838CommonSOLE
531229870Liberty Media Corp Dela$3.7M0.01%54,472CommonSOLE
806407102HSICSchein Henry Inc$3.6M0.01%44,758CommonSOLE
94106L109WMWaste Mgmt Inc Del$3.6M0.01%20,731CommonSOLE
N00985106AERAercap Holdings Nv$3.5M0.01%55,748CommonNONE
887389104TKRTimken Co$3.5M0.01%38,615CommonSOLE
74340E103PGNYProgyny Inc$3.4M0.01%87,383CommonNONE
458334109IPARInter Parfums Inc$3.3M0.01%24,637CommonNONE
40637H109HALOHalozyme Therapeutic$3.3M0.01%91,468CommonNONE
149568107CVCOCavco Inds Inc Del$3.3M0.01%11,153CommonNONE
459200101IBMInternational Business$3.3M0.01%24,482CommonNONE
45867G101IDCCInterdigital Inc$3.3M0.01%33,832CommonNONE
78463M107SPSCSps Comm Inc$3.3M0.01%16,979CommonNONE
071813109BAXBaxter Intl Inc$3.2M0.01%71,133CommonSOLE
292562105WIREEUREncore Wire Corp$3.2M0.01%17,194CommonNONE
92343V104VZVerizon Communications$3.2M0.01%85,906CommonSOLE
201723103CMCCommercial Metals Co$3.2M0.01%60,241CommonNONE
00206R102TAt&T Inc$3.2M0.01%198,438CommonNONE
31620M106FISFidelity Natl Inform$3.1M0.01%57,323CommonSOLE
88034P109TMETencent Music Entmt Gro$3.1M0.01%423,532CommonSOLE
816300107SIGISelective Ins Group Inc$3.1M0.01%32,343CommonNONE
09247X101BLKCHFBlackrock Inc$3.1M0.01%4,479CommonNONE
128030202CALMCal Maine Foods Inc$3.1M0.01%68,531CommonNONE
115637100BF/ABrown Forman Dst 'a'$3.1M0.01%45,242CommonSOLE
047649108ATKRAtkore Intl Group Inc$3.0M0.01%19,506CommonNONE
722304102PDDPdd Holdings Inc$3.0M0.01%43,872CommonSOLE
256163106DOCUDocusign Inc$3.0M0.01%58,910CommonNONE
282914100EGHT8x8 Inc New$3.0M0.01%703,726CommonNONE
127097103CTRACoterra Energy Inc$3.0M0.01%117,445CommonNONE
07556Q881BZHBeazer Homes Usa Inc$3.0M0.01%104,983CommonNONE
17888H103CIVICivitas Resources Inc$3.0M0.01%42,708CommonNONE
35137L105FOXAFox Corp$3.0M0.01%87,028CommonSOLE
974155103WINGWingstop Inc$3.0M0.01%14,775CommonNONE
45866F104ICEIntercontinental Exchan$2.9M0.01%25,987CommonSOLE
749660106RESRpc Inc$2.9M0.01%410,883CommonNONE
778296103ROSTRoss Stores Inc$2.9M0.01%25,907CommonSOLE
43283X105HGVHilton Grand Vacations$2.9M0.01%63,306CommonNONE
077454106BDCBelden Cdt Inc$2.9M0.01%30,029CommonNONE
207410101CNMDConmed Corp$2.9M0.01%21,007CommonNONE
719405102PLABPhotronic Labs Inc$2.8M0.01%107,532CommonNONE
824348106SHWSherwin Williams Co$2.8M0.01%10,376CommonSOLE
29975E109EB4Eventbrite Inc$2.7M0.01%287,411CommonNONE
852234103XYZBlock Inc$2.7M0.01%41,167CommonSOLE
92839U206VCVisteon Corp$2.7M0.01%19,070CommonNONE
90384S303ULTAUlta Salon Cosmetcs & F$2.7M0.01%5,809CommonNONE
049468101TEAMAtlassian Corporation$2.7M0.01%16,129CommonSOLE
83200N103SMARGBPSmartsheet Inc$2.7M0.01%70,539CommonSOLE
278865100ECLEcolab Inc$2.7M0.01%14,383CommonSOLE
526057302LEN/BLennar Corp$2.7M0.01%23,477CommonNONE
985817105YELPYelp Inc$2.6M0.01%71,888CommonNONE
G85158106STNEStoneco Ltd$2.6M0.01%204,767CommonNONE
69327R101Pdc Energy Inc$2.6M0.01%36,632CommonSOLE
858155203GJBSteelcase Inc$2.6M0.01%336,965CommonNONE
497266106KEXKirby Expl Co.$2.6M0.01%33,580CommonSOLE
59156R108METMetlife Inc$2.6M0.01%45,524CommonSOLE
38141G104GSGoldman Sachs Group$2.6M0.01%7,963CommonSOLE
46266A109IRMDIradimed Corp$2.5M0.01%53,022CommonNONE
830830105SKYSkyline Champion Corp$2.5M0.01%38,592CommonNONE
00181T107GOLDA Mark Precious Metals$2.5M0.01%66,774CommonNONE
563571405MTWManitowoc Co Inc$2.5M0.01%131,855CommonNONE
75281A109RRCRange Res Corp$2.5M0.01%84,445CommonSOLE
57637H103MCFTMastercraft Boat Hldgs$2.5M0.01%80,844CommonNONE
49338L103KEYSKeysight Technologies I$2.5M0.01%14,783CommonNONE
852312305STAAStaar Surgical Co$2.5M0.01%46,946CommonNONE
000360206AAONAaon Inc$2.5M0.01%25,980CommonNONE
42726M106Heritage Crystal Clean$2.5M0.01%65,001CommonNONE
046433108ATROAstronics Corp$2.5M0.01%123,567CommonNONE
02156B103AYXEURAlteryx Inc$2.4M0.01%53,892CommonSOLE
69318G106PBFPbf Energy Inc$2.4M0.01%59,711CommonNONE
30226D106EXTRExtreme Networks$2.4M0.01%93,820CommonNONE
254543101DIODDiodes Inc$2.4M0.01%26,341CommonNONE
346232101FORForestar Group Inc$2.4M0.01%107,860CommonNONE
233377407DXPEDxp Enterprises Inc$2.4M0.01%66,668CommonNONE
36251C103GMS1EURGms Inc$2.4M0.01%34,979CommonNONE
90328M107USNAUSANA Inc$2.4M0.01%38,352CommonNONE
942749102WTSWatts Water Technologie$2.4M0.01%13,117CommonNONE
808513105SCHWSchwab Charles Cp Ne$2.4M0.01%42,197CommonNONE
18538R103CLWClearwater Paper Corp$2.4M0.01%76,360CommonNONE
444144109HDSNHudson Technologies$2.4M0.01%248,524CommonNONE
934423104WBDWarner Bros Discovery I$2.4M0.01%190,328CommonNONE
H2906T109GRMNGarmin Ltd$2.4M0.01%22,710CommonNONE
04546L106AMKUSDAssetmark Finl Hldgs In$2.4M0.01%79,832CommonNONE
G3323L100FNFabrinet$2.3M0.01%18,060CommonNONE
693506107PPGPpg Inds Inc$2.3M0.01%15,812CommonSOLE
29275Y102ENSEnersys$2.3M0.01%21,498CommonNONE
025932104AFGAmerican Finl Group Inc$2.3M0.01%19,574CommonSOLE
801056102SANMSanmina Corporation$2.3M0.01%38,338CommonNONE
739128106POWLPowell Inds Inc$2.3M0.01%38,081CommonNONE
46333X108IRWDIronwood Pharmaceutical$2.3M0.01%214,661CommonNONE
26414D106NAPA1USDDuckhorn Portfolio Inc$2.3M0.01%175,301CommonNONE
068463108BBSIBarrett Business Ser$2.3M0.01%25,936CommonNONE
910047109UALUnited Contl Hldgs Inc$2.3M0.01%41,175CommonSOLE
G5269C101Kiniksa Pharmaceuticals$2.3M0.01%160,394CommonNONE
297602104ETDEthan Allen Interior$2.3M0.01%79,686CommonNONE
45781M101INVAInnoviva Inc$2.2M0.01%176,295CommonNONE
30069T101EEExcelerate Energy Inc$2.2M0.01%110,123CommonNONE
45782N108INSEInspired Entmt Inc$2.2M0.01%150,914CommonNONE
125269100CFCf Inds Hldgs Inc$2.2M0.01%31,809CommonSOLE
228368106CCKCrown Holdings Inc$2.2M0.01%25,290CommonSOLE
00258W108The Aarons Company Inc$2.2M0.01%153,256CommonNONE
052769106ADSKAutodesk Inc$2.2M0.01%10,590CommonSOLE
65473P105NINisource Inc$2.2M0.01%79,084CommonSOLE
921659108VNDAVanda Pharmaceutical$2.2M0.01%327,670CommonNONE
42222N103HSTMHealthstream Inc$2.2M0.01%87,562CommonNONE
29476L107EQREquity Residential P$2.1M0.01%32,116CommonSOLE
420877201HAYNUSDHaynes Intl Inc$2.1M0.01%41,506CommonNONE
30040P103EVTCEvertec Inc$2.1M0.01%57,053CommonNONE
191098102COKECoca Cola Bottlng Co$2.1M0.01%3,302CommonNONE
143130102KMXCarmax Inc$2.1M0.01%25,037CommonSOLE
74624M102PPure Storage Inc$2.1M0.01%56,794CommonNONE
31428X106FDXFedex Corp$2.1M0.01%8,427CommonNONE
404609109HCKTHackett Group Inc$2.1M0.01%93,388CommonNONE
00108J109ACMRAcm Resh Inc$2.1M0.01%158,056CommonNONE
45073V108ITTItt Inc$2.1M0.01%22,038CommonSOLE
86333M108LRNStride Inc$2.0M0.01%54,746CommonNONE
880779103TEXTerex Corp New$2.0M0.01%33,785CommonNONE
75524B104RBCRbc Bearings Inc$2.0M0.01%9,235CommonSOLE
10948C107BVBrightview Hldgs Inc$2.0M0.01%278,930CommonNONE
449172105HYHyster Yale Matls Handl$2.0M0.01%35,753CommonNONE
69318J100CNXNP C Connection$2.0M0.01%44,219CommonNONE
826917106SIGASiga Pharmaceuticals$2.0M0.01%393,804CommonNONE
929740108WABWabtec Corp$2.0M0.01%17,918CommonNONE
92847W103VITLVital Farms Inc$2.0M0.01%163,856CommonNONE
86800U104SMCIUSDSuper Micro Computer In$1.9M0.01%7,796CommonNONE
03743Q108APAApa Corporation$1.9M0.01%56,636CommonSOLE
09239B109BLBlackline Inc$1.9M0.01%35,938CommonNONE
689648103OTTROtter Tail Corp$1.9M0.01%24,447CommonNONE
882508104TXNTexas Instrs Inc$1.9M0.01%10,720CommonNONE

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.