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LOS ANGELES CAPITAL MANAGEMENT LLC

Q1 2024 · 13F-HR

LOS ANGELES CAPITAL MANAGEMENT LLCholdings as filed

Filed 2024-04-05 · accession 0001177206-24-000003

$29.28B
Reported value
1,124
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 1124

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$2.25B7.70%5,357,426CommonSOLE
67066G104NVDANvidia Corp$1.70B5.79%1,877,819CommonSOLE
037833100AAPLApple Inc$1.59B5.44%9,284,655CommonSOLE
023135106AMZNAmazon Com Inc$1.17B4.00%6,495,887CommonSOLE
30303M102METAMeta Platforms Inc$800.3M2.73%1,648,226CommonSOLE
02079K305GOOGLAlphabet Inc$711.9M2.43%4,716,709CommonSOLE
02079K107GOOGAlphabet Inc$668.1M2.28%4,387,582CommonSOLE
11135F101AVGOBroadcom Inc$428.2M1.46%323,048CommonSOLE
92826C839VVisa Inc$397.5M1.36%1,424,198CommonSOLE
79466L302CRMSalesforce Inc$368.0M1.26%1,221,738CommonSOLE
532457108LLYEli Lilly & Co$347.7M1.19%446,994CommonSOLE
64110L106NFLXNetflix Com Inc$334.0M1.14%549,987CommonNONE
87612E106TGTTarget Corp$312.9M1.07%1,765,496CommonSOLE
91324P102UNHUnitedhealth Group I$287.4M0.98%580,872CommonSOLE
384802104GWWGrainger W W Inc$281.4M0.96%276,663CommonSOLE
81762P102NOWServicenow Inc$268.9M0.92%352,688CommonSOLE
09857L108BKNGBooking Hldgs Inc$268.6M0.92%74,044CommonSOLE
149123101CATCaterpillar Inc$261.2M0.89%712,689CommonSOLE
46625H100JPMJ P Morgan Chase & C$257.9M0.88%1,287,369CommonSOLE
311900104FASTFastenal Co$245.8M0.84%3,185,855CommonSOLE
64110D104NTAPNetapp Inc$241.9M0.83%2,304,512CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$236.3M0.81%561,866CommonSOLE
68902V107OTISOtis Worldwide Corp$231.1M0.79%2,327,531CommonSOLE
57636Q104MAMastercard Inc$229.7M0.78%477,084CommonSOLE
22160K105COSTCostco Whsl Corp New$213.6M0.73%291,530CommonSOLE
038222105AMATApplied Materials In$209.1M0.71%1,013,911CommonSOLE
778296103ROSTRoss Stores Inc$207.9M0.71%1,416,666CommonNONE
G8994E103TTTrane Technologies Plc$207.7M0.71%691,856CommonSOLE
855244109SBUXStarbucks Corp$192.2M0.66%2,103,457CommonSOLE
G29183103ETNEaton Corp Plc$188.3M0.64%602,152CommonNONE
743315103PGRProgressive Corp Ohi$181.6M0.62%878,136CommonSOLE
00724F101ADBEAdobe Inc$177.5M0.61%351,670CommonSOLE
693718108PCARPaccar Inc$173.8M0.59%1,403,251CommonSOLE
437076102HDHome Depot Inc$173.1M0.59%451,269CommonSOLE
745867101PHMPulte Homes Corp$173.0M0.59%1,434,016CommonSOLE
872540109TJXTjx Cos Inc New$165.3M0.56%1,629,659CommonSOLE
H1467J104CBChubb Limited$161.5M0.55%623,295CommonNONE
040413106ANETEURArista Networks Inc$154.6M0.53%533,185CommonSOLE
127387108CDNSCadence Designs Sys$152.9M0.52%491,285CommonNONE
G3223R108EGEverest Group Ltd$149.0M0.51%374,736CommonNONE
55354G100MSCIMsci Inc$145.2M0.50%259,108CommonSOLE
90384S303ULTAUlta Salon Cosmetcs & F$142.0M0.48%271,550CommonSOLE
G0450A105ACGLArch Cap Group Ltd$140.7M0.48%1,521,759CommonSOLE
172062101CINFCincinnati Finl Corp$139.5M0.48%1,123,784CommonNONE
526057104LENLennar Corp- Cl A$137.2M0.47%797,857CommonNONE
25809K105DASHDoordash Inc$136.1M0.46%988,098CommonSOLE
172967424CCitigroup Inc$135.3M0.46%2,138,865CommonSOLE
863667101SYKStryker Corp$134.6M0.46%376,195CommonNONE
550021109LULULululemon Athletica Inc$129.7M0.44%332,104CommonNONE
871607107SNPSSynopsys Inc$127.6M0.44%223,348CommonSOLE
025816109AXPAmerican Express Co$127.6M0.44%560,539CommonSOLE
17275R102CSCOCisco Sys Inc$122.8M0.42%2,461,184CommonSOLE
30231G102XOMExxon Mobil Corp$120.9M0.41%1,039,733CommonSOLE
03769M106APOApollo Global Mgmt Inc$117.6M0.40%1,045,422CommonNONE
29084Q100EMEEmcor Group Inc$116.9M0.40%333,718CommonSOLE
478160104JNJJohnson & Johnson$116.2M0.40%734,377CommonSOLE
122017106BURLBurlington Stores Inc$114.6M0.39%493,614CommonNONE
172908105CTASCintas Corp$112.7M0.39%164,089CommonSOLE
58933Y105MRKMerck & Co Inc New$112.0M0.38%848,781CommonSOLE
562750109MANHManhattan Assocs Inc$106.9M0.37%427,326CommonSOLE
58506Q109MEDPMedpace Hldgs Inc$105.3M0.36%260,445CommonSOLE
375558103GILDGilead Sciences Inc$103.8M0.35%1,417,354CommonSOLE
23331A109DHID R Horton Inc$102.9M0.35%625,629CommonSOLE
084423102WRBBerkley W R Corp$102.4M0.35%1,157,290CommonSOLE
38141G104GSGoldman Sachs Group$101.5M0.35%242,999CommonNONE
761152107RMDResmed Inc$98.8M0.34%499,031CommonNONE
110122108BMYBristol Myers Squibb$98.2M0.34%1,811,285CommonSOLE
98419M100XYLXylem Inc$97.8M0.33%757,071CommonSOLE
713448108PEPPepsico Inc$96.9M0.33%553,911CommonSOLE
654106103NKENike Inc$96.3M0.33%1,024,429CommonSOLE
742718109PGProcter & Gamble Co$95.1M0.32%586,309CommonSOLE
053332102AZOAutozone Inc$93.1M0.32%29,538CommonSOLE
14448C104CARRCarrier Global Corporat$92.2M0.31%1,586,408CommonSOLE
512807108LRCXEURLam Resh Corp$92.1M0.31%94,845CommonSOLE
60855R100MOHMolina Healthcare In$92.0M0.31%223,825CommonNONE
620076307MSIMotorola Solutions Inc$89.8M0.31%252,834CommonSOLE
88579Y101MMM3m Co$88.5M0.30%834,437CommonSOLE
45337C102INCYIncyte Pharmaceutica$87.8M0.30%1,540,456CommonSOLE
443201108HWMHowmet Aerospace Inc$87.1M0.30%1,273,290CommonNONE
00766T100ACMAecom Technology Corp D$86.2M0.29%878,682CommonSOLE
697435105PANWPalo Alto Networks Inc$84.5M0.29%297,514CommonNONE
40412C101HCAHca Healthcare Inc$84.2M0.29%252,529CommonSOLE
889478103TOLToll Brothers Inc$78.5M0.27%606,742CommonSOLE
747525103QCOMQualcomm Inc$78.4M0.27%462,819CommonSOLE
808513105SCHWSchwab Charles Cp Ne$76.8M0.26%1,061,544CommonSOLE
125523100CIThe Cigna Group$75.6M0.26%208,090CommonSOLE
036752103ELVElevance Healthinc$75.5M0.26%145,600CommonSOLE
482480100KLACKla Corp$73.3M0.25%104,870CommonSOLE
14040H105COFCapital One Finl Corp$71.9M0.25%482,791CommonSOLE
26969P108EXPEagle Materials Inc$69.5M0.24%255,775CommonSOLE
097023105BABoeing Co$69.2M0.24%358,781CommonSOLE
12503M108CBOECboe Global Mkts Inc$68.1M0.23%370,599CommonSOLE
N6596X109NXPINxp Semiconductors N V$67.9M0.23%274,082CommonSOLE
166764100CVXChevron Corp New$67.2M0.23%425,943CommonSOLE
67103H107ORLYO Reilly Automotive Inc$66.9M0.23%59,240CommonSOLE
701094104PHParker Hannifin Corp$64.7M0.22%116,430CommonSOLE
831865209AOSSmith A O Corp 'b'$64.4M0.22%719,726CommonNONE
92343V104VZVerizon Communications$63.4M0.22%1,511,477CommonSOLE
38526M106LOPEGrand Canyon Ed Inc$62.2M0.21%456,839CommonSOLE
751212101RLRalph Lauren Corp$61.1M0.21%325,208CommonSOLE
98978V103ZTSZoetis Inc$60.4M0.21%357,084CommonSOLE
55261F104MTBM & T Bk Corp$60.2M0.21%414,253CommonSOLE
94106L109WMWaste Mgmt Inc Del$60.2M0.21%282,586CommonNONE
461202103INTUIntuit$59.8M0.20%91,932CommonSOLE
988498101YUMYum Brands Inc$58.6M0.20%423,005CommonSOLE
30161Q104EXELExelixis Inc$58.2M0.20%2,454,277CommonSOLE
12572Q105CMECme Group Inc$58.0M0.20%269,374CommonSOLE
806857108SLBSchlumberger Ltd$57.6M0.20%1,051,571CommonSOLE
25754A201DPZDominos Pizza Inc$57.4M0.20%115,467CommonSOLE
56585A102MPCMarathon Pete Corp$57.0M0.19%282,869CommonSOLE
278642103EBAYEbay Inc$56.3M0.19%1,066,551CommonSOLE
92532F100VRTXVertex Pharmaceutica$55.5M0.19%132,714CommonSOLE
191216100KOCoca Cola Co$55.1M0.19%901,284CommonSOLE
883203101TXTTextron Inc$54.5M0.19%568,075CommonSOLE
254709108DFSEURDiscover Finl Svcs$54.2M0.19%413,823CommonSOLE
37959E102GLGlobe Life Inc$53.2M0.18%456,743CommonNONE
580135101MCDMcdonalds Corp$52.4M0.18%185,904CommonSOLE
43300A203HLTHilton Worldwide Hldgs$52.3M0.18%245,159CommonNONE
90353T100UBERUber Technologies Inc$51.6M0.18%669,822CommonSOLE
45784P101PODDInsulet Corp$51.4M0.18%299,654CommonSOLE
931142103WMTWal Mart Stores Inc$51.2M0.17%850,171CommonSOLE
98138H101WDAYWorkday Inc$50.9M0.17%186,623CommonNONE
060505104BACBank America Corp$50.6M0.17%1,334,286CommonSOLE
03027X100AMTAmerican Tower Reit$49.7M0.17%251,654CommonSOLE
252131107DXCMDexcom Inc$49.5M0.17%357,033CommonSOLE
316773100FITBFifth Third Bancorp$49.2M0.17%1,321,923CommonSOLE
760759100RSGRepublic Svcs Inc$48.3M0.16%252,185CommonSOLE
87612G101TRGPTarga Res Corp$47.9M0.16%428,107CommonSOLE
04621X108AIZAssurant Inc$46.9M0.16%249,152CommonSOLE
115236101BROBrown & Brown Inc$45.9M0.16%524,797CommonNONE
595112103MUMicron Technology In$45.7M0.16%387,860CommonSOLE
03073E105CORCencora Inc$45.7M0.16%188,040CommonSOLE
H84989104TEL1USDTe Connectivity Ltd$44.4M0.15%305,610CommonSOLE
88160R101TSLATesla Mtrs Inc$44.1M0.15%250,983CommonSOLE
18915M107NETCloudflare Inc$43.9M0.15%453,651CommonNONE
052769106ADSKAutodesk Inc$43.3M0.15%166,430CommonSOLE
892672106TWTradeweb Mkts Inc$42.7M0.15%410,035CommonSOLE
G1151C101ACNAccenture Plc Ireland$41.4M0.14%119,487CommonSOLE
007903107AMDAdvanced Micro Devic$40.1M0.14%222,019CommonSOLE
14149Y108CAHCardinal Health Inc$40.0M0.14%357,450CommonSOLE
44107P104HSTHost Hotels & Resorts$40.0M0.14%1,931,938CommonSOLE
192446102CTSHCognizant Technology$39.9M0.14%543,815CommonSOLE
04247X102AWIArmstrong World Inds$39.2M0.13%315,435CommonSOLE
459200101IBMInternational Business$39.1M0.13%204,709CommonSOLE
74144T108TROWPrice T Rowe Group Inc$39.0M0.13%319,887CommonSOLE
V7780T103RCLRoyal Caribbeangroup$38.5M0.13%276,792CommonSOLE
380237107GDDYGodaddy Inc$38.1M0.13%321,423CommonSOLE
253393102DKSDicks Sporting Goods$37.7M0.13%167,768CommonSOLE
05722G100BKRBaker Hughes Company$37.6M0.13%1,121,146CommonSOLE
548661107LOWLowes Cos Inc$37.5M0.13%147,255CommonSOLE
369550108GDGeneral Dynamics Cor$37.0M0.13%131,130CommonSOLE
700517105PKPark Hotels Resorts Inc$36.9M0.13%2,111,004CommonSOLE
539830109LMTLockheed Martin Corp$36.6M0.12%80,382CommonSOLE
517834107LVSLas Vegas Sands Corp$35.6M0.12%688,176CommonNONE
278865100ECLEcolab Inc$34.8M0.12%150,725CommonSOLE
571748102MRSHMarsh & Mclennan Cos$34.5M0.12%167,628CommonSOLE
722304102PDDPdd Holdings Inc$34.5M0.12%296,786CommonSOLE
126650100CVSCvs Corp$34.0M0.12%426,692CommonSOLE
86800U104SMCIUSDSuper Micro Computer In$34.0M0.12%33,675CommonNONE
64125C109NBIXNeurocrine Bioscienc$33.8M0.12%245,381CommonSOLE
219948106CPAYCorpay Inc$33.8M0.12%109,678CommonSOLE
922475108VEEVVeeva Sys Inc$33.7M0.12%145,359CommonNONE
88339J105TTDThe Trade Desk Inc$33.3M0.11%381,148CommonSOLE
101121101BXPBoston Properties In$33.2M0.11%508,961CommonSOLE
22788C105CRWDCrowdstrike Hldgs Inc$32.9M0.11%102,694CommonNONE
364760108GAPGap Inc$32.8M0.11%1,189,817CommonSOLE
23804L103DDOGDatadog Inc$32.7M0.11%264,821CommonNONE
46266C105IQVIqvia Hldgs Inc$32.4M0.11%128,089CommonSOLE
668771108GENGen Digital Inc$32.3M0.11%1,440,591CommonSOLE
552848103MTGMgic Invt Corp Wis$32.1M0.11%1,434,125CommonSOLE
21037T109CEGConstellation Energy Co$32.0M0.11%173,307CommonSOLE
538034109LYVLive Nation Inc$31.6M0.11%298,623CommonSOLE
05464C101AXONAxon Enterprise Inc$31.1M0.11%99,332CommonNONE
78410G104SBACSba Communications Corp$30.8M0.11%141,957CommonSOLE
00287Y109ABBVAbbvie Inc$30.6M0.10%168,277CommonSOLE
83200N103SMARGBPSmartsheet Inc$30.5M0.10%792,997CommonSOLE
256163106DOCUDocusign Inc$30.1M0.10%505,395CommonSOLE
189054109CLXClorox Co$29.5M0.10%192,982CommonSOLE
609839105MPWRMonolithic Pwr Sys I$29.4M0.10%43,353CommonNONE
099502106BAHBooz Allen Hamilton Hld$29.0M0.10%195,413CommonNONE
G0692U109AXSAxis Capital Holding$28.8M0.10%443,546CommonSOLE
03831W108APPApplovin Corp$28.8M0.10%415,501CommonNONE
458140100INTCIntel Corp$28.7M0.10%649,801CommonSOLE
61174X109MNSTMonster Beverage Corp N$28.1M0.10%473,233CommonSOLE
688239201OSKOshkosh Truck Corp$27.9M0.10%223,757CommonSOLE
15135B101CNCCentene Corp Del$27.1M0.09%345,214CommonSOLE
16359R103CHEChemed Corp New$26.8M0.09%41,712CommonSOLE
911312106UPSUnited Parcel Service I$26.5M0.09%178,192CommonSOLE
679295105OKTAOkta Inc$26.0M0.09%248,658CommonSOLE
42250P103DOCHealthpeak Properties I$25.8M0.09%1,377,935CommonSOLE
354613101BENFranklin Res Inc$24.4M0.08%868,984CommonSOLE
G50871105JAZZJazz Pharmaceuticals Pl$24.2M0.08%201,261CommonSOLE
570535104MKLMarkel Group Inc$23.9M0.08%15,722CommonNONE
69608A108PLTRPalantir Technologies I$23.7M0.08%1,029,402CommonNONE
254687106DISDisney Walt Prodtns$23.6M0.08%192,855CommonSOLE
913903100UHSUniversal Health Svc$22.8M0.08%124,923CommonNONE
302941109FCNFti Consulting Inc$22.5M0.08%107,186CommonSOLE
90364P105PATHUipath Inc$22.5M0.08%992,574CommonSOLE
615369105MCOMoodys Corp$22.2M0.08%56,593CommonSOLE
78409V104SPGIS&P Global Inc$21.8M0.07%51,309CommonNONE
053015103ADPAutomatic Data Proce$21.8M0.07%87,394CommonSOLE
852234103XYZBlock Inc$21.6M0.07%255,560CommonNONE
366651107ITGartner Group Inc Ne$21.6M0.07%45,263CommonNONE
00206R102TAt&T Inc$21.5M0.07%1,222,625CommonSOLE
21874C102CNMCore & Main Inc$21.4M0.07%373,508CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc$21.4M0.07%703,919CommonSOLE
031162100AMGNAmgen$21.3M0.07%75,022CommonSOLE
89055F103BLDTopbuild Corp$21.3M0.07%48,314CommonNONE
369604301GEGe Aerospace$21.3M0.07%121,258CommonSOLE
705573103PEGAPegasystems Inc$21.1M0.07%327,107CommonSOLE
91913Y100VLOValero Energy Corp N$20.9M0.07%122,445CommonSOLE
09581B103OWLBlue Owl Capital Inc$20.6M0.07%1,093,330CommonSOLE
902973304USBUS Bancorp Del$20.6M0.07%460,221CommonSOLE
337738108FISVFiserv Inc$20.5M0.07%128,239CommonSOLE
91307C102UTHRUnited Therapeutics$20.4M0.07%88,852CommonSOLE
92763W103VIPSVipshop Hldgs Ltd$19.9M0.07%1,204,862CommonSOLE
217204106CPRTCopart Inc$19.5M0.07%336,431CommonNONE
209115104EDConsolidated Edison$19.4M0.07%213,900CommonSOLE
30040W108ESEversource Energy$19.3M0.07%323,402CommonSOLE
65339F101NEENextera Energy Inc$19.3M0.07%301,648CommonNONE
876030107TPRTapestry Inc$18.8M0.06%396,340CommonSOLE
871829107SYYSysco Corp$18.7M0.06%229,851CommonSOLE
95040Q104WELLWelltower Inc$18.4M0.06%196,753CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$18.3M0.06%135,620CommonSOLE
237194105DRIDarden Restaurants I$17.9M0.06%107,120CommonSOLE
20030N101CMCSAComcast Corp New$17.9M0.06%412,741CommonSOLE
29605J106ESABEsab Corporation$17.9M0.06%161,588CommonSOLE
92537N108VRTVertiv Holdings Co$17.8M0.06%218,126CommonNONE
403949100DINOHf Sinclair Corp$17.7M0.06%293,970CommonSOLE
68389X105ORCLOracle Corp$17.7M0.06%140,918CommonSOLE
30161N101EXCExelon Corp$17.6M0.06%467,714CommonSOLE
571903202MARMarriott Intl Inc Ne$17.2M0.06%68,359CommonSOLE
031100100AMEAmetek Inc New$17.1M0.06%93,328CommonNONE
907818108UNPUnion Pac Corp$17.0M0.06%69,120CommonSOLE
989701107ZIONZions Bancorp$17.0M0.06%391,485CommonSOLE
980745103WWDWoodward Governor Co$16.5M0.06%107,241CommonSOLE
03662Q105AKXAnsys Inc$16.4M0.06%47,290CommonSOLE
171340102CHDChurch & Dwightco Inc$16.1M0.06%154,477CommonSOLE
609207105MDLZMondelez Intl Inc$16.0M0.05%228,490CommonSOLE
070830104BBWIBath & Body Works Inc$15.2M0.05%304,707CommonSOLE
74164M108PRIPrimerica Inc$15.2M0.05%59,997CommonSOLE
929160109VMCVulcan Matls Co$15.1M0.05%55,432CommonSOLE
681116109OLLIOllies Bargain Outlt Hl$14.9M0.05%187,140CommonSOLE
928881101VNTVontier Corporation$14.7M0.05%324,176CommonSOLE
949746101WMT2Wells Fargo & Co New$14.7M0.05%253,316CommonSOLE
29355A107ENPHEnphase Energy Inc$14.5M0.05%119,799CommonSOLE
75513E101RTXRtx Corporation$14.4M0.05%147,313CommonSOLE
G2519Y108BAPCredicorp Ltd$14.0M0.05%82,701CommonSOLE
92343E102VRSNVerisign Inc$13.7M0.05%72,123CommonSOLE
62944T105NVRNvr Inc$13.6M0.05%1,681CommonSOLE
30212P303EXPEExpedia Inc Del$13.6M0.05%98,843CommonSOLE
749607107RLIRli Corp$13.5M0.05%90,988CommonSOLE
98980L101ZNGAZoom Video Communicatio$13.4M0.05%204,607CommonNONE
G87110105FTITechnipfmc Ltd$13.3M0.05%530,071CommonSOLE
92345Y106VRSKVerisk Analytics Inc$13.2M0.04%55,823CommonSOLE
501044101KRKroger Co$13.0M0.04%228,392CommonSOLE
87165B103SYFSynchrony Finl$13.0M0.04%302,337CommonNONE
101137107BSXBoston Scientific Co$12.9M0.04%188,737CommonNONE
78442P106SLMSlm Corp$12.9M0.04%593,201CommonSOLE
443510607HUBBHubbell Inc$12.7M0.04%30,500CommonSOLE
824348106SHWSherwin Williams Co$12.5M0.04%35,908CommonNONE
88162G103TTEKTetra Tech Inc New$12.3M0.04%66,585CommonSOLE
59156R108METMetlife Inc$12.2M0.04%164,939CommonSOLE
01973R101ALSNAllison Transmission Hl$12.1M0.04%149,067CommonSOLE
34959E109FTNTFortinet Inc$11.9M0.04%174,481CommonNONE
03676B102AMAntero Midstream Corp$11.8M0.04%841,657CommonSOLE
169656105CMGChipotle Mexican Gri$11.8M0.04%4,062CommonSOLE
29444U700EQIXEquinix Inc$11.7M0.04%14,199CommonSOLE
05478C105AZEKAzek Co Inc$11.7M0.04%232,643CommonSOLE
320517105FHNFirst Horizon Natl C$11.6M0.04%756,297CommonSOLE
74762E102QUREQuanta Svcs Inc$11.5M0.04%44,296CommonNONE
67059N108NTNXNutanix Inc$11.4M0.04%185,513CommonSOLE
002824100ABTAbbott Labs$11.4M0.04%100,428CommonSOLE
446150104HBANHuntington Bancshare$11.4M0.04%815,497CommonNONE
626755102MUSAMurphy Usa Inc$11.2M0.04%26,671CommonSOLE
20825C104COPConocophillips$11.1M0.04%87,054CommonSOLE
370334104GISGeneral Mls Inc$10.9M0.04%156,365CommonSOLE
243537107DECKDeckers Outdoor Corp$10.9M0.04%11,558CommonSOLE
983134107WYNNWynn Resorts Ltd$10.9M0.04%106,296CommonSOLE
199908104FIXComfort Sys Usa Inc$10.8M0.04%33,916CommonNONE
26884U109EPREpr Pptys$10.7M0.04%252,904CommonSOLE
695156109PKGPackaging Corp Amer$10.5M0.04%55,419CommonSOLE
02005N100ALLYAlly Finl Inc$10.5M0.04%257,519CommonNONE
650111107NYTNew York Times Co$10.3M0.04%238,843CommonSOLE
00971T101AKAMAkamai Technologies$10.1M0.03%92,946CommonSOLE
231021106CMICummins Engine Inc$10.1M0.03%34,142CommonSOLE
147528103CASYCaseys Gen Stores$9.9M0.03%31,002CommonSOLE
09247X101BLKCHFBlackrock Inc$9.8M0.03%11,773CommonSOLE
929740108WABWabtec Corp$9.8M0.03%67,333CommonNONE
231561101CWCurtiss Wright Corp$9.8M0.03%38,117CommonSOLE
894164102TNLTravel Plus Leisure Co$9.6M0.03%196,627CommonSOLE
680223104ORIOld Rep Intl Corp$9.4M0.03%306,807CommonSOLE
194162103CLColgate Palmolive Co$9.3M0.03%103,128CommonNONE
733174700BPOPPopular Inc$9.2M0.03%104,452CommonSOLE
651639106NEMNewmont Goldcorp Corpor$9.1M0.03%254,314CommonSOLE
444859102HUMHumana Inc$8.9M0.03%25,625CommonSOLE
670346105NUENucor Corp$8.8M0.03%44,675CommonSOLE
008252108AMGAffiliated Managers$8.7M0.03%52,043CommonSOLE
31428X106FDXFedex Corp$8.6M0.03%29,586CommonSOLE
574599106MASMasco Corp$8.5M0.03%107,692CommonNONE
911363109URIUnited Rentals Inc$8.4M0.03%11,713CommonSOLE
59522J103MAAMid-Amer Apt Cmntys$8.4M0.03%63,648CommonSOLE
540424108LLoews Corp$8.3M0.03%106,391CommonSOLE
093671105HRBBlock H & R Inc$8.3M0.03%169,020CommonSOLE
452308109ITWIllinois Tool Wks In$8.1M0.03%30,318CommonSOLE
832696405SJMSmucker J M Co$7.9M0.03%62,849CommonSOLE
70450Y103PYPLPaypal Hldgs Inc$7.9M0.03%117,799CommonSOLE
893641100TDGTransdigm Group Inc$7.9M0.03%6,396CommonSOLE
833034101SNASnap On Tools Corp$7.9M0.03%26,580CommonSOLE
829073105SSDSimpson Manufacturin$7.8M0.03%38,131CommonNONE
020002101ALLAllstate Corp$7.6M0.03%43,640CommonSOLE
744573106PEGPublic Svc Enterpris$7.5M0.03%111,847CommonSOLE
46120E602ISRGIntuitive Surgical I$7.5M0.03%18,678CommonSOLE
172755100CRUSCirrus Logic Corp$7.4M0.03%80,452CommonSOLE
G7997R103STXSeagate Technology Hldn$7.4M0.03%79,057CommonSOLE
00508Y102AYIAcuity Brands Inc$7.1M0.02%26,277CommonSOLE
N14506104ESTCElastic N V$7.1M0.02%70,437CommonNONE
553530106MSMMsc Indl Direct Inc$7.0M0.02%72,420CommonSOLE
925652109VICIVici Pptys Inc$6.7M0.02%226,285CommonSOLE
608190104MHKMohawk Inds Inc$6.5M0.02%49,356CommonSOLE
G54950103LINLinde Plc$6.4M0.02%13,821CommonNONE
03820C105AITApplied Indl Technol$6.4M0.02%32,399CommonNONE
718546104PSXPhillips 66$6.3M0.02%38,730CommonSOLE
88262P102TPLTexas Pacific Land Corp$6.3M0.02%10,929CommonSOLE
16411R208LNGCheniere Energyinc$6.3M0.02%39,126CommonNONE
315616102FFIVF5 Inc$6.3M0.02%33,137CommonSOLE
G0403H108AONAon Plc$6.2M0.02%18,615CommonNONE
959802109WUWestern Un Co$6.2M0.02%441,629CommonSOLE
98980G102ZSZscaler Inc$6.1M0.02%31,811CommonNONE
446413106HIIHuntington Ingalls Inds$6.0M0.02%20,458CommonSOLE
98389B100XELXcel Energy Inc$5.9M0.02%109,934CommonSOLE
452327109ILMNIllumina Inc$5.9M0.02%42,689CommonSOLE
02665T306AMHAmerican Homes 4 Rent$5.7M0.02%155,272CommonNONE
526057302LEN/BLennar Corp$5.7M0.02%36,977CommonNONE
808625107SAICScience Applications In$5.7M0.02%43,453CommonSOLE
651587107NEUNewmarket Corp$5.5M0.02%8,731CommonSOLE
35137L105FOXAFox Corp$5.5M0.02%177,074CommonSOLE
443573100HUBSHubspot Inc$5.5M0.02%8,817CommonSOLE
001055102AFLAflac Inc$5.5M0.02%63,981CommonSOLE
759351604RGAReinsurance Group Amer$5.5M0.02%28,310CommonSOLE
G97822103PRGOPerrigo Co Pcl$5.4M0.02%168,164CommonSOLE
049468101TEAMAtlassian Corporation$5.3M0.02%27,261CommonSOLE
74624M102PPure Storage Inc$5.3M0.02%102,248CommonSOLE
29530P102ERIEErie Indty Co$5.3M0.02%13,229CommonSOLE
G4705A100ICLRIcon Plc$5.2M0.02%15,557CommonNONE
74758T303QLYSQualys Inc$5.2M0.02%31,242CommonNONE
G5960L103MDTMedtronic Plc$5.1M0.02%58,993CommonSOLE
40637H109HALOHalozyme Therapeutic$4.9M0.02%121,000CommonNONE
25746U109DDominion Energyinc$4.9M0.02%99,733CommonNONE
268150109DTDynatrace Hldgs Inc$4.9M0.02%105,154CommonNONE
26856L103ELFE L F Beauty Inc$4.8M0.02%24,732CommonNONE
23918K108DVADavita Inc$4.8M0.02%34,993CommonSOLE
39874R101GOGrocery Outlet Hldg Cor$4.7M0.02%163,504CommonSOLE
40171V100GWREGuidewire Software Inc$4.6M0.02%39,344CommonSOLE
969904101WSMWilliams Sonoma Inc$4.6M0.02%14,404CommonSOLE
902252105TYLTyler Technologies I$4.6M0.02%10,757CommonSOLE
811543107SEBSeaboard Corp$4.5M0.02%1,387CommonSOLE
34354P105FLSFlowserve Corp$4.5M0.02%97,861CommonSOLE
100557107SAMBoston Beer Inc$4.5M0.02%14,655CommonSOLE
03783C100APPFAppfolio Inc$4.4M0.02%17,816CommonNONE
92840M102VSTVistra Energy Corp$4.4M0.01%62,933CommonSOLE
704326107PAYXPaychex Inc$4.4M0.01%35,609CommonSOLE
37045V100GMGeneral Motors Corp.$4.4M0.01%96,077CommonSOLE
58733R102MELIMercadolibre Inc$4.3M0.01%2,841CommonNONE
45780R101IBPInstalled Bldg Prods In$4.3M0.01%16,540CommonNONE
032095101APHAmphenol Corp New$4.3M0.01%36,960CommonNONE
723787107PXDEURPioneer Nat Res Co$4.3M0.01%16,239CommonNONE
438516106HONHoneywell Intl Inc$4.2M0.01%20,594CommonSOLE
12510Q100CCCCcc Intelligentsolution$4.1M0.01%341,672CommonSOLE
45168D104IDXXIdexx Labs Inc$4.1M0.01%7,555CommonSOLE
406216101HALHalliburton Co$4.1M0.01%103,436CommonSOLE
302081104EXLSExlservice Holdings$4.1M0.01%127,790CommonNONE
45866F104ICEIntercontinental Exchan$4.1M0.01%29,524CommonNONE
056525108BMIBadger Meter Inc$4.0M0.01%24,872CommonNONE
015271109AREAlexandria Real Esta$4.0M0.01%31,203CommonSOLE
00130H105AESAes Corp$4.0M0.01%223,762CommonSOLE
72346Q104Pinnacle Finl Partne$4.0M0.01%46,679CommonSOLE
422806208HEI/AHeico Corp New$4.0M0.01%25,935CommonNONE
G01767105ALKSAlkermes Plc$4.0M0.01%146,381CommonNONE
60871R209TAPMolson Coors Brewing$3.9M0.01%58,159CommonSOLE
78463M107SPSCSps Comm Inc$3.9M0.01%21,046CommonNONE
55825T103MSGSMadison Square Garden C$3.9M0.01%21,056CommonSOLE
054540208ACLSAxcelis Technologies In$3.8M0.01%34,264CommonNONE
G48833118WFRDWeatherford Intl Plc$3.6M0.01%31,587CommonNONE
45867G101IDCCInterdigital Inc$3.6M0.01%34,128CommonNONE
G85158106STNEStoneco Ltd$3.6M0.01%218,005CommonNONE
31847R102FAFFirst Amern Finl Corp$3.6M0.01%59,178CommonSOLE
29358P101ENSGEnsign Group Inc$3.5M0.01%28,531CommonNONE
044186104ASHAshland Inc$3.5M0.01%35,736CommonSOLE
882681109TXRHTexas Roadhouse Inc$3.5M0.01%22,510CommonNONE
90278Q108UFPIUfp Industries Inc$3.5M0.01%28,238CommonNONE
02553E106AEOAmerican Eagle Outfi$3.5M0.01%134,060CommonNONE
592688105MTDMettler Toledo Inter$3.4M0.01%2,568CommonNONE
98422X101XPOFXponential Fitness Inc$3.4M0.01%205,405CommonNONE
84265V105SCCOSouthern Copper Corp$3.4M0.01%31,655CommonSOLE
86333M108LRNStride Inc$3.4M0.01%53,463CommonNONE
294600101ETRNUSDEquitrans Midstream Cor$3.3M0.01%268,066CommonNONE
04316A108APAMArtisan Partners Asset$3.3M0.01%71,526CommonNONE
000360206AAONAaon Inc$3.2M0.01%36,866CommonNONE
89417E109TRVTravelers Companies$3.2M0.01%13,962CommonNONE
759509102RSReliance Inc$3.2M0.01%9,607CommonNONE
49271V100KDPKeurig Dr Pepper Inc$3.2M0.01%104,205CommonNONE
68622V106OGNOrganon & Co$3.2M0.01%169,375CommonSOLE
G3323L100FNFabrinet$3.2M0.01%16,836CommonNONE
57060D108MKTXMarketaxess Hldgs In$3.2M0.01%14,502CommonSOLE
74460D109PSAPublic Storage Oper Co$3.2M0.01%10,950CommonNONE
88034P109TMETencent Music Entmt Gro$3.2M0.01%281,788CommonSOLE
134429109CPBCampbell Soup Co$3.1M0.01%69,557CommonSOLE
737446104POSTPost Hldgs Inc$3.1M0.01%28,885CommonSOLE
073685109BECNUSDBeacon Roofing Suppl$3.1M0.01%31,213CommonNONE
493267108KEYKeycorp$3.0M0.01%191,590CommonSOLE
68287N100OSPNOnespan Inc$3.0M0.01%257,723CommonNONE
833445109SNOWSnowflake Inc$3.0M0.01%18,367CommonNONE
73754Y100PTBPotbelly Corp$3.0M0.01%243,662CommonNONE
816300107SIGISelective Ins Group Inc$2.9M0.01%26,976CommonNONE
981419104WRLDWorld Accep Corp Del$2.9M0.01%20,301CommonNONE
91359V107UVEUniversal Ins Hldgs$2.9M0.01%144,183CommonNONE
047649108ATKRAtkore Intl Group Inc$2.9M0.01%15,323CommonNONE
303250104FICOFair Isaac Corp$2.9M0.01%2,334CommonSOLE
842587107SOSouthern Co$2.9M0.01%40,533CommonNONE
526107107LIILennox Intl Inc$2.9M0.01%5,888CommonNONE
233377407DXPEDxp Enterprises Inc$2.9M0.01%53,371CommonNONE
52603B107TREELendingtree Inc New$2.8M0.01%66,314CommonNONE
24703L202DELLDell Technologies Inc$2.8M0.01%24,605CommonSOLE
002896207ANFAbercrombie & Fitch$2.8M0.01%22,372CommonNONE
12514G108CDWCdw Corp$2.8M0.01%10,927CommonSOLE
G5269C101Kiniksa Pharmaceuticals$2.8M0.01%139,850CommonNONE
7495271071RGRev Group Inc$2.7M0.01%124,389CommonNONE
14167L103CDNACaredx Inc$2.7M0.01%259,007CommonNONE
36251C103GMS1EURGms Inc$2.7M0.01%28,171CommonNONE
407497106HLNEHamilton Lane Inc$2.7M0.01%24,154CommonNONE
92847W103VITLVital Farms Inc$2.7M0.01%116,938CommonNONE
42226A107HQYHealthequity Inc$2.7M0.01%33,224CommonNONE
31620M106FISFidelity Natl Inform$2.7M0.01%36,397CommonNONE
60770K107MRNAModerna Inc$2.7M0.01%25,274CommonNONE
14808P109CASSCass Information Sys$2.7M0.01%55,835CommonNONE
346232101FORForestar Group Inc$2.6M0.01%65,867CommonNONE
516544103LNTHLantheus Hldgs Inc$2.6M0.01%42,476CommonNONE
35905A109FTDRFrontdoor Inc$2.6M0.01%80,624CommonNONE
83417Q2040OIASolarwinds Corp$2.6M0.01%208,102CommonNONE
535919401LGFEURLions Gate Entmnt Corp$2.6M0.01%261,848CommonNONE
29667J101ESQEsquire Finl Hldgs Inc$2.6M0.01%54,584CommonNONE
19459J104COLLCollegium Pharmaceutica$2.6M0.01%65,940CommonNONE
Y2106R110LPGDorian Lpg Ltd$2.6M0.01%66,374CommonNONE
85208M102SFMSprouts Fmrs Mkt Inc$2.6M0.01%39,584CommonNONE
10948C107BVBrightview Hldgs Inc$2.5M0.01%211,771CommonNONE
014752109ALXAlexanders Inc$2.5M0.01%11,583CommonNONE
48563L101KRTKarat Packaging Inc$2.5M0.01%87,811CommonNONE
Y1771G102CMRECostamare Inc$2.5M0.01%220,117CommonNONE
25264R207BVEDiamond Hill Investm$2.5M0.01%16,041CommonNONE
74967R106RMRRmr Group Inc$2.5M0.01%102,827CommonNONE
872590104TMUST-Mobile Us Inc$2.4M0.01%14,817CommonNONE
595017104MCHPMicrochip Technology$2.4M0.01%26,875CommonNONE
82489T104SWAVUSDShockwave Med Inc$2.4M0.01%7,399CommonSOLE
69526K105PTVEUSDPactiv Evergreen Inc$2.4M0.01%166,448CommonNONE
693506107PPGPpg Inds Inc$2.4M0.01%16,386CommonSOLE
88025T102TENBTenable Hldgs Inc$2.4M0.01%47,997CommonNONE
71639T106PETQEURPetiq Inc$2.4M0.01%129,632CommonNONE
313855108FSSFederal Signal Corp$2.4M0.01%27,832CommonNONE
068463108BBSIBarrett Business Ser$2.3M0.01%18,531CommonNONE
487836108KKellanova$2.3M0.01%40,641CommonNONE
45073V108ITTItt Inc$2.3M0.01%16,984CommonSOLE
03957W106AROCArchrock Inc$2.3M0.01%117,087CommonNONE
405024100HAEHaemonetics Corp$2.3M0.01%26,915CommonNONE
416515104HIGHartford Finl Svcs G$2.3M0.01%22,187CommonNONE
942749102WTSWatts Water Technologie$2.3M0.01%10,742CommonNONE
Y7388L103SBSafe Bulkers Inc$2.3M0.01%459,112CommonNONE
174610105CFGCitizens Finl Group Inc$2.3M0.01%62,665CommonSOLE
860630102SFStifel Finl Corp$2.3M0.01%28,797CommonSOLE
09239B109BLBlackline Inc$2.2M0.01%34,837CommonNONE
204166102CVLTCommvault Systems In$2.2M0.01%22,102CommonNONE
40416E103HCIHci Group Inc$2.2M0.01%19,270CommonNONE
440452100HRLHormel Geo A & Co$2.2M0.01%63,945CommonNONE
682680103OKEOneok Inc New$2.2M0.01%27,761CommonSOLE
883556102TMOThermo Fisher Scientifi$2.2M0.01%3,828CommonSOLE
P73684113OSWOnespaworld Holdings Li$2.2M0.01%167,091CommonNONE
09739D100BCCBoise Cascade Co Del$2.2M0.01%14,372CommonNONE
901109108TPCTutor Perini Corp$2.2M0.01%151,727CommonNONE
624758108MWAMueller Wtr Prods In$2.2M0.01%135,691CommonNONE
120076104BBWBuild A Bear Worksho$2.2M0.01%72,333CommonNONE
46266A109IRMDIradimed Corp$2.1M0.01%48,863CommonNONE
439038100HOFTHooker Furniture Cor$2.1M0.01%89,088CommonNONE
629209305NMIHNmi Hldgs Inc$2.1M0.01%65,881CommonNONE
72814N104AGSPlayags Inc$2.1M0.01%237,120CommonNONE
68554V108OSUROrasure Technologies$2.1M0.01%341,125CommonNONE
693475105PNCPnc Financial Corp$2.1M0.01%12,888CommonSOLE
45781M101INVAInnoviva Inc$2.1M0.01%136,194CommonNONE
753422104RPDRapid7 Inc$2.1M0.01%42,293CommonNONE
984241109YMABUSDY Mabs Therapeutics Inc$2.1M0.01%127,551CommonNONE
022671101AMALAmalgamated Financial C$2.1M0.01%86,382CommonNONE
G491BT108IVZInvesco Ltd$2.1M0.01%124,503CommonSOLE
156431108CENXCentury Alum Co$2.1M0.01%133,728CommonNONE
25401T603DBRGDigitalbridge Group Inc$2.1M0.01%106,408CommonNONE
03743Q108APAApa Corporation$2.0M0.01%59,608CommonSOLE
23291C103BOOMDmc Global Inc$2.0M0.01%104,607CommonNONE
064058100BKBank Of New York Mellon$2.0M0.01%35,222CommonSOLE
011311107ALGAlamo Group Inc$2.0M0.01%8,846CommonNONE
63888U108NGVCNatural Grocers By Vita$2.0M0.01%111,851CommonNONE
773903109ROKRockwell Automation$2.0M0.01%6,914CommonSOLE
465741106ITRIItron Inc$2.0M0.01%21,634CommonNONE

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.