MondegarAI
LOS ANGELES CAPITAL MANAGEMENT LLC

Q3 2025 · 13F-HR

LOS ANGELES CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-10-20 · accession 0001177206-25-000009

$29.48B
Reported value
1,344
Positions
2025-09-30
Period end
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The Brief · LOS ANGELES CAPITAL MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

LOS ANGELES CAPITAL MANAGEMENT LLC established a new position in NVDA valued at $2.73B. The fund also initiated new stakes in AAPL for $1.94B and MSFT for $1.91B. Additional new positions include META at $1.12B and AVGO at $1.01B. Total assets under management stand at $29.48B across 1,344 positions.

Holdings as filed

First 500 of 1344

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANvidia Corp$2.73B9.26%14,630,271CommonSOLE
037833100AAPLApple Inc$1.94B6.58%7,616,210CommonSOLE
594918104MSFTMicrosoft Corp$1.91B6.48%3,684,958CommonSOLE
30303M102METAMeta Platforms Inc$1.12B3.80%1,525,270CommonSOLE
11135F101AVGOBroadcom Inc$1.01B3.43%3,065,797CommonSOLE
023135106AMZNAmazon Com Inc$804.4M2.73%3,663,455CommonSOLE
02079K107GOOGAlphabet Inc$684.6M2.32%2,811,000CommonSOLE
02079K305GOOGLAlphabet Inc$661.9M2.25%2,722,876CommonSOLE
64110L106NFLXNetflix Inc$648.2M2.20%540,665CommonSOLE
00287Y109ABBVAbbvie Inc$538.2M1.83%2,324,286CommonSOLE
375558103GILDGilead Sciences Inc$426.8M1.45%3,845,379CommonSOLE
369604301GEGe Aerospace$396.7M1.35%1,318,746CommonSOLE
032095101APHAmphenol Corp New$321.0M1.09%2,593,777CommonSOLE
58933Y105MRKMerck & Co Inc New$286.4M0.97%3,412,448CommonSOLE
651639106NEMNewmont Goldcorp Corpor$285.6M0.97%3,387,467CommonSOLE
69608A108PLTRPalantir Technologies I$255.0M0.86%1,397,606CommonSOLE
G8994E103TTTrane Technologies Plc$252.6M0.86%598,588CommonSOLE
09857L108BKNGBooking Hldgs Inc$244.9M0.83%45,355CommonSOLE
443201108HWMHowmet Aerospace Inc$244.0M0.83%1,243,617CommonSOLE
88160R101TSLATesla Mtrs Inc$235.0M0.80%528,403CommonSOLE
040413205ANETArista Networksinc$230.1M0.78%1,579,308CommonSOLE
14040H105COFCapital One Finl Corp$216.5M0.73%1,018,325CommonSOLE
219350105GLWCorning Inc$207.5M0.70%2,529,683CommonSOLE
87165B103SYFSynchrony Finl$207.1M0.70%2,915,218CommonSOLE
007903107AMDAdvanced Micro Devic$196.7M0.67%1,215,509CommonSOLE
254687106DISDisney Walt Co$192.4M0.65%1,680,141CommonSOLE
369550108GDGeneral Dynamics Cor$188.6M0.64%552,950CommonSOLE
808513105SCHWSchwab Charles Cp Ne$187.4M0.64%1,963,318CommonSOLE
57636Q104MAMastercard Inc$181.8M0.62%319,663CommonSOLE
46625H100JPMJpmorgan Chase & Co.$179.6M0.61%569,476CommonSOLE
478160104JNJJohnson & Johnson$178.3M0.60%961,780CommonSOLE
532457108LLYEli Lilly & Co$175.7M0.60%230,296CommonSOLE
64125C109NBIXNeurocrine Bioscienc$168.8M0.57%1,202,756CommonSOLE
032654105ADIAnalog Devices Inc$168.5M0.57%685,736CommonSOLE
281020107EIXEdison Intl$165.6M0.56%2,995,401CommonSOLE
30212P303EXPEExpedia Inc Del$161.3M0.55%754,622CommonSOLE
922475108VEEVVeeva Sys Inc$158.2M0.54%530,950CommonSOLE
G7997R103STXSeagate Technology Hldn$153.9M0.52%651,971CommonSOLE
45337C102INCYIncyte Corp$149.4M0.51%1,761,171CommonSOLE
110122108BMYBristol Myers Squibb$145.1M0.49%3,217,719CommonSOLE
35671D857FCXFreeport-Mcmoran Cop$142.8M0.48%3,640,103CommonSOLE
68389X105ORCLOracle Corp$141.6M0.48%503,508CommonSOLE
143658300CCL1EURCarnival Corp$140.7M0.48%4,865,844CommonSOLE
828806109SPGSimon Ppty Group Inc$125.6M0.43%669,216CommonSOLE
025816109AXPAmerican Express Co$125.1M0.42%376,756CommonSOLE
G87052109TELTe Connectivityplc$124.6M0.42%567,764CommonSOLE
539830109LMTLockheed Martin Corp$122.4M0.42%245,196CommonSOLE
718172109PMPhilip Morris Intl Inc$115.7M0.39%713,349CommonSOLE
172967424CCitigroup Inc$114.1M0.39%1,124,398CommonSOLE
278642103EBAYEbay Inc$113.6M0.39%1,249,162CommonSOLE
00766T100ACMAecom Technology Corp D$111.3M0.38%853,121CommonSOLE
252131107DXCMDexcom Inc$109.0M0.37%1,620,404CommonSOLE
172908105CTASCintas Corp$106.9M0.36%520,742CommonSOLE
12503M108CBOECboe Global Mkts Inc$106.1M0.36%432,422CommonSOLE
761152107RMDResmed Inc$105.3M0.36%384,788CommonSOLE
03831W108APPApplovin Corp$102.5M0.35%142,678CommonSOLE
G0378L100AUAnglogold Ashanti Limit$100.6M0.34%1,430,252CommonSOLE
512807306LRCXLam Research Corp$98.2M0.33%733,352CommonSOLE
020002101ALLAllstate Corp$95.6M0.32%445,207CommonSOLE
718546104PSXPhillips 66$95.5M0.32%702,348CommonSOLE
174610105CFGCitizens Finl Group Inc$95.0M0.32%1,787,234CommonSOLE
92826C839VVisa Inc$94.7M0.32%277,352CommonSOLE
422806109HEIHeico Corp New$93.5M0.32%289,663CommonSOLE
55261F104MTBM & T Bk Corp$90.3M0.31%456,877CommonSOLE
55087P104LYFTLyft Inc$87.8M0.30%3,986,962CommonSOLE
G6683N103NUNu Hldgs Ltd$87.0M0.30%5,437,128CommonSOLE
45168D104IDXXIdexx Labs Inc$86.5M0.29%135,435CommonSOLE
61174X109MNSTMonster Beverage Corp N$85.6M0.29%1,271,973CommonSOLE
833445109SNOWSnowflake Inc$84.4M0.29%374,391CommonSOLE
29084Q100EMEEmcor Group Inc$81.5M0.28%125,414CommonSOLE
482480100KLACKla Corp$80.5M0.27%74,618CommonSOLE
40637H109HALOHalozyme Therapeutic$79.3M0.27%1,081,074CommonSOLE
416515104HIGHartford Insurance Grou$79.0M0.27%592,495CommonSOLE
69331C108PCGPg&E Corp$78.5M0.27%5,205,874CommonSOLE
422806208HEI/AHeico Corp New$77.3M0.26%304,075CommonSOLE
81762P102NOWServicenow Inc$76.7M0.26%83,333CommonSOLE
92343V104VZVerizon Communications$73.0M0.25%1,661,937CommonSOLE
02043Q107ALNYAlnylam Pharmaceutic$72.7M0.25%159,394CommonNONE
7591EP100RFRegions Finl Corp$72.4M0.25%2,746,549CommonSOLE
09061G101BMRNBiomarin Pharmaceuti$72.2M0.24%1,332,398CommonSOLE
36828A101GEVGe Vernova Inc$71.4M0.24%116,105CommonSOLE
49338L103KEYSKeysight Technologies I$71.3M0.24%407,339CommonSOLE
743315103PGRProgressive Corp Ohi$70.7M0.24%286,146CommonSOLE
02209S103MOAltria Group Inc$69.1M0.23%1,045,830CommonSOLE
910047109UALUnited Contl Hldgs Inc$68.3M0.23%707,271CommonSOLE
G29183103ETNEaton Corp Plc$66.9M0.23%178,758CommonSOLE
38526M106LOPEGrand Canyon Ed Inc$66.9M0.23%304,568CommonSOLE
17275R102CSCOCisco Sys Inc$65.4M0.22%956,381CommonSOLE
22160K105COSTCostco Whsl Corp New$64.5M0.22%69,706CommonSOLE
773903109ROKRockwell Automation$63.9M0.22%182,727CommonSOLE
701094104PHParker Hannifin Corp$63.1M0.21%83,269CommonSOLE
146869102CVNACarvana Co$63.1M0.21%167,245CommonSOLE
16411R208LNGCheniere Energyinc$62.4M0.21%265,759CommonSOLE
04247X102AWIArmstrong World Inds$60.2M0.20%307,374CommonSOLE
693475105PNCPnc Financial Corp$59.7M0.20%297,108CommonSOLE
902973304USBUS Bancorp Del$58.8M0.20%1,216,391CommonSOLE
629377508NRGNrg Energy Inc$58.4M0.20%360,351CommonSOLE
87612G101TRGPTarga Res Corp$57.5M0.20%343,120CommonSOLE
30040W108ESEversource Energy$57.1M0.19%802,556CommonSOLE
75513E101RTXRtx Corporation$56.3M0.19%336,193CommonSOLE
315616102FFIVF5 Inc$55.7M0.19%172,243CommonSOLE
780287108RGLDRoyal Gold Inc$55.4M0.19%276,066CommonSOLE
75886F107REGNRegeneron Pharmaceut$53.6M0.18%95,335CommonSOLE
872590104TMUST-Mobile Us Inc$53.4M0.18%223,161CommonSOLE
20030N101CMCSAComcast Corp New$50.0M0.17%1,592,415CommonSOLE
172062101CINFCincinnati Finl Corp$47.4M0.16%300,042CommonSOLE
89832Q109TFCTruist Finl Corp$47.2M0.16%1,031,457CommonSOLE
913903100UHSUniversal Health Svc$47.1M0.16%230,252CommonSOLE
58155Q103MCKMckesson Hboc Inc$46.7M0.16%60,484CommonSOLE
29452E101EQHEquitable Hldgsinc$46.6M0.16%916,952CommonSOLE
72352L106PINSPinterest Inc$45.4M0.15%1,412,732CommonSOLE
371901109GNTXGentex Corp$44.6M0.15%1,576,257CommonSOLE
747525103QCOMQualcomm Inc$44.0M0.15%264,450CommonSOLE
595017104MCHPMicrochip Technology$43.3M0.15%674,131CommonSOLE
84265V105SCCOSouthern Copper Corp$43.0M0.15%354,130CommonSOLE
H2906T109GRMNGarmin Ltd$41.6M0.14%168,947CommonSOLE
256677105DGDollar Gen Corp New$41.5M0.14%401,765CommonSOLE
58506Q109MEDPMedpace Hldgs Inc$41.3M0.14%80,361CommonSOLE
247361702DALDelta Air Lines Inc Del$41.0M0.14%723,099CommonSOLE
30161Q104EXELExelixis Inc$40.8M0.14%988,132CommonSOLE
56585A102MPCMarathon Pete Corp$40.7M0.14%211,076CommonSOLE
98419M100XYLXylem Inc$39.8M0.13%269,691CommonSOLE
45784P101PODDInsulet Corp$39.2M0.13%127,064CommonSOLE
18915M107NETCloudflare Inc$38.4M0.13%178,974CommonSOLE
668771108GENGen Digital Inc$37.8M0.13%1,330,302CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc$35.9M0.12%1,016,742CommonSOLE
79466L302CRMSalesforce Inc$35.6M0.12%150,336CommonSOLE
40434L105HPQHp Inc$35.5M0.12%1,302,580CommonSOLE
243537107DECKDeckers Outdoor Corp$35.2M0.12%346,831CommonNONE
00206R102TAt&T Inc$35.1M0.12%1,242,819CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$34.9M0.12%196,942CommonSOLE
58733R102MELIMercadolibre Inc$34.8M0.12%14,890CommonNONE
26603R106DUOLDuolingo Inc$34.7M0.12%107,736CommonSOLE
717081103PFEPfizer Inc$34.6M0.12%1,357,902CommonSOLE
101137107BSXBoston Scientific Co$34.4M0.12%352,414CommonSOLE
624756102MLIMueller Inds Inc$34.0M0.12%336,300CommonSOLE
466313103JBLJabil Circuit Inc$33.9M0.12%156,279CommonSOLE
G87110105FTITechnipfmc Ltd$33.7M0.11%853,295CommonSOLE
03027X100AMTAmerican Tower Reit$33.7M0.11%175,008CommonSOLE
12504L109CBRECbre Group Inc$33.7M0.11%213,606CommonSOLE
81141R100SESea Ltd$33.3M0.11%186,299CommonSOLE
46266C105IQVIqvia Hldgs Inc$33.0M0.11%173,527CommonSOLE
95040Q104WELLWelltower Inc$32.8M0.11%183,896CommonSOLE
24703L202DELLDell Technologies Inc$32.2M0.11%227,464CommonSOLE
30161N101EXCExelon Corp$32.0M0.11%710,041CommonSOLE
031162100AMGNAmgen$31.5M0.11%111,564CommonSOLE
37959E102GLGlobe Life Inc$31.5M0.11%220,160CommonSOLE
931142103WMTWal Mart Stores Inc$31.3M0.11%303,640CommonSOLE
099724106BWABorg-Warner Automoti$31.2M0.11%709,689CommonSOLE
573874104MRVLMarvell Technology Inc$30.5M0.10%362,991CommonSOLE
92840M102VSTVistra Energy Corp$30.4M0.10%155,322CommonSOLE
060505104BACBank America Corp$30.3M0.10%586,727CommonSOLE
666807102NOCNorthrop Corp$29.8M0.10%48,923CommonSOLE
620076307MSIMotorola Solutions Inc$29.4M0.10%64,380CommonSOLE
30231G102XOMExxon Mobil Corp$29.4M0.10%260,528CommonSOLE
90353T100UBERUber Technologies Inc$29.1M0.10%297,005CommonSOLE
403949100DINOHf Sinclair Corp$29.1M0.10%555,869CommonSOLE
98978V103ZTSZoetis Inc$29.0M0.10%198,387CommonSOLE
595112103MUMicron Technology In$28.9M0.10%173,010CommonSOLE
40171V100GWREGuidewire Software Inc$27.8M0.09%120,988CommonSOLE
02005N100ALLYAlly Finl Inc$27.1M0.09%691,137CommonSOLE
09062X103BIIBBiogen Idec Inc$26.8M0.09%191,364CommonSOLE
25809K105DASHDoordash Inc$26.7M0.09%98,213CommonSOLE
70975L107PENPenumbra Inc$26.6M0.09%104,881CommonSOLE
91307C102UTHRUnited Therapeutics$25.8M0.09%61,591CommonSOLE
03769M106APOApollo Global Mgmt Inc$25.8M0.09%193,701CommonSOLE
126650100CVSCvs Corp$25.7M0.09%340,305CommonSOLE
H5919C104ONONOn Hldg Ag$25.4M0.09%599,036CommonSOLE
200525103CBSHCommerce Bancshares$24.9M0.08%416,905CommonSOLE
928254101VIRTVirtu Finl Inc$24.5M0.08%691,484CommonSOLE
149123101CATCaterpillar Inc$24.5M0.08%51,351CommonSOLE
925652109VICIVici Pptys Inc$24.3M0.08%744,318CommonSOLE
311900104FASTFastenal Co$24.1M0.08%491,386CommonSOLE
026874784AIGAmerican Intl Group Inc$24.1M0.08%306,523CommonSOLE
23331A109DHID R Horton Inc$23.6M0.08%139,493CommonSOLE
209115104EDConsolidated Edison$23.3M0.08%232,258CommonSOLE
303250104FICOFair Isaac Corp$23.3M0.08%15,593CommonNONE
V7780T103RCLRoyal Caribbeangroup$22.6M0.08%69,834CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$21.8M0.07%43,322CommonSOLE
25746U109DDominion Energyinc$21.5M0.07%352,010CommonSOLE
609839105MPWRMonolithic Pwr Sys I$21.4M0.07%23,245CommonSOLE
G98239109XPXp Inc$21.3M0.07%1,131,643CommonSOLE
91913Y100VLOValero Energy Corp N$21.1M0.07%124,054CommonSOLE
517834107LVSLas Vegas Sands Corp$20.8M0.07%386,785CommonSOLE
636180101NFGNational Fuel Gas Co$20.5M0.07%222,334CommonSOLE
882508104TXNTexas Instrs Inc$19.8M0.07%107,944CommonSOLE
67103H107ORLYO Reilly Automotive Inc$19.6M0.07%181,777CommonSOLE
00724F101ADBEAdobe Inc$19.5M0.07%55,155CommonSOLE
G7496G103RNRRenaissance Re Hldgs$19.0M0.06%74,853CommonSOLE
92276F100VTRVentas Inc$19.0M0.06%271,499CommonSOLE
231021106CMICummins Engine Inc$18.9M0.06%44,804CommonSOLE
29977A105EVREvercore Inc$18.9M0.06%56,057CommonSOLE
893641100TDGTransdigm Group Inc$18.9M0.06%14,324CommonSOLE
192422103CGNXCognex Corp$18.6M0.06%410,892CommonSOLE
457669307INSMInsmed Inc$18.4M0.06%127,503CommonSOLE
654106103NKENike Inc$18.4M0.06%263,290CommonSOLE
42824C109HPEHewlett Packard Enterpr$18.3M0.06%745,634CommonSOLE
548661107LOWLowes Cos Inc$18.3M0.06%72,840CommonSOLE
04621X108AIZAssurant Inc$18.2M0.06%84,246CommonSOLE
92537N108VRTVertiv Holdings Co$18.1M0.06%119,714CommonNONE
125523100CIThe Cigna Group$17.8M0.06%61,898CommonSOLE
713448108PEPPepsico Inc$17.6M0.06%125,654CommonSOLE
052769106ADSKAutodesk Inc$17.6M0.06%55,446CommonSOLE
086516101BBYBest Buy Inc$17.5M0.06%231,497CommonSOLE
008252108AMGAffiliated Managers$17.4M0.06%72,965CommonSOLE
754730109RJFRaymond James Finl I$17.3M0.06%100,325CommonSOLE
751212101RLRalph Lauren Corp$17.3M0.06%55,116CommonSOLE
05605H100BWXTBwx Technologies Inc$17.3M0.06%93,573CommonSOLE
16119P108CHTRCharter Communications$17.1M0.06%62,199CommonSOLE
989701107ZIONZions Bancorp$16.9M0.06%299,470CommonSOLE
74460D109PSAPublic Storage Oper Co$16.9M0.06%58,486CommonSOLE
733174700BPOPPopular Inc$16.7M0.06%131,387CommonSOLE
74624M102PPure Storage Inc$16.7M0.06%199,030CommonNONE
55354G100MSCIMsci Inc$16.7M0.06%29,372CommonSOLE
88162G103TTEKTetra Tech Inc New$16.7M0.06%499,178CommonSOLE
316773100FITBFifth Third Bancorp$16.6M0.06%373,492CommonSOLE
74144T108TROWPrice T Rowe Group Inc$16.5M0.06%160,625CommonSOLE
784117103SEICSei Invts Co$16.5M0.06%194,201CommonSOLE
G50871105JAZZJazz Pharmaceuticals Pl$16.4M0.06%124,698CommonSOLE
892672106TWTradeweb Mkts Inc$16.4M0.06%147,908CommonSOLE
298736109EEFTEuronet Worldwide Inc$16.1M0.05%182,803CommonSOLE
354613101BENFranklin Res Inc$15.8M0.05%682,553CommonSOLE
949746101WMT2Wells Fargo & Co New$15.7M0.05%187,723CommonSOLE
68902V107OTISOtis Worldwide Corp$15.5M0.05%169,659CommonSOLE
52661A108DRSLeonardo Drs Inc$15.5M0.05%340,526CommonSOLE
89417E109TRVTravelers Companies$15.4M0.05%55,157CommonSOLE
34354P105FLSFlowserve Corp$15.4M0.05%289,432CommonSOLE
368736104GNRCGenerac Hldgs Inc$15.3M0.05%91,435CommonSOLE
L6388F110TIGOMillicom Intl Cellul$14.9M0.05%307,340CommonSOLE
064058100BKBank Of New York Mellon$14.6M0.05%133,631CommonSOLE
48020Q107JLLJones Lang Lasalle I$14.5M0.05%48,534CommonSOLE
Y2573F102FLEXFlex Ltd$14.4M0.05%249,256CommonSOLE
745867101PHMPulte Homes Corp$14.3M0.05%108,456CommonSOLE
23804L103DDOGDatadog Inc$14.3M0.05%100,210CommonSOLE
03753U106APLSUSDApellis Pharmaceuticals$14.0M0.05%620,790CommonSOLE
92532F100VRTXVertex Pharmaceutica$13.9M0.05%35,472CommonSOLE
928881101VNTVontier Corporation$13.6M0.05%324,325CommonSOLE
565394103CARTMaplebear Inc$13.5M0.05%368,467CommonSOLE
60937P106MDBMongodb Inc$12.9M0.04%41,518CommonNONE
531229755FWONKLiberty Media Corp Del$12.9M0.04%123,075CommonNONE
030420103AWKAmerican Wtr Wks Co Inc$12.7M0.04%91,009CommonSOLE
127387108CDNSCadence Designs Sys$12.6M0.04%35,751CommonSOLE
29476L107EQREquity Residential P$12.6M0.04%193,950CommonSOLE
G4474Y214JHGJanus Hendersongroup Pl$12.4M0.04%279,442CommonSOLE
989207105ZBRAZebra Technologies Corp$12.2M0.04%40,902CommonSOLE
85208M102SFMSprouts Fmrs Mkt Inc$12.0M0.04%110,480CommonSOLE
29261A100EHCEncompass Health Corp$12.0M0.04%94,579CommonSOLE
35137L204FOXFox Corp$12.0M0.04%209,372CommonSOLE
91324P102UNHUnitedhealth Group I$11.9M0.04%34,470CommonSOLE
05464C101AXONAxon Enterprise Inc$11.8M0.04%16,386CommonSOLE
166764100CVXChevron Corp New$11.7M0.04%75,518CommonSOLE
437076102HDHome Depot Inc$11.7M0.04%28,892CommonSOLE
958102105WDCWestern Digitalcorp$11.6M0.04%96,596CommonSOLE
74164M108PRIPrimerica Inc$11.4M0.04%40,994CommonSOLE
412822108HOGHarley Davidson Inc$11.3M0.04%403,639CommonSOLE
682680103OKEOneok Inc New$11.0M0.04%151,355CommonSOLE
860630102SFStifel Finl Corp$11.0M0.04%96,862CommonSOLE
574599106MASMasco Corp$10.8M0.04%153,364CommonSOLE
880770102TERTeradyne Inc$10.8M0.04%78,397CommonSOLE
21871X109CRBGCorebridge Finlinc$10.6M0.04%331,251CommonSOLE
03076C106AMPAmeriprise Finlinc$10.4M0.04%21,230CommonSOLE
30063P105EXKExact Sciences Corp$10.4M0.04%189,412CommonSOLE
40412C101HCAHca Healthcare Inc$10.3M0.03%24,054CommonSOLE
518415104LSCCLattice Semiconducto$10.0M0.03%135,896CommonSOLE
21037T109CEGConstellation Energy Co$10.0M0.03%30,277CommonSOLE
053332102AZOAutozone Inc$9.9M0.03%2,317CommonSOLE
461202103INTUIntuit$9.8M0.03%14,369CommonSOLE
87612E106TGTTarget Corp$9.7M0.03%108,506CommonSOLE
955306105WSTWest Pharmaceutical Svs$9.7M0.03%36,941CommonSOLE
601137102MRPMillrose Pptys Inc$9.6M0.03%285,763CommonSOLE
G1151C101ACNAccenture Plc Ireland$9.6M0.03%38,928CommonSOLE
144285103CRSCarpenter Technology$9.5M0.03%38,830CommonSOLE
859241101STRLSterling Infrastructure$9.5M0.03%27,984CommonNONE
57060D108MKTXMarketaxess Hldgs In$9.3M0.03%53,590CommonSOLE
525327102LDOSLeidos Holdingsinc$9.2M0.03%48,454CommonSOLE
889478103TOLToll Brothers Inc$9.1M0.03%66,130CommonSOLE
G2519Y108BAPCredicorp Ltd$9.1M0.03%34,054CommonSOLE
552848103MTGMgic Invt Corp Wis$9.0M0.03%318,244CommonSOLE
125269100CFCf Inds Hldgs Inc$9.0M0.03%99,832CommonSOLE
90384S303ULTAUlta Salon Cosmetcs & F$8.8M0.03%16,168CommonSOLE
G0260P102ASAmer Sports Inc$8.8M0.03%254,118CommonSOLE
G3265R107APTVAptiv Plc$8.6M0.03%99,189CommonSOLE
G3643J108FLUTFlutter Entmt Plc$8.5M0.03%33,620CommonSOLE
750917106RMBSRambus Inc Del$8.1M0.03%78,032CommonNONE
33829M101FIVEFive Below Inc$8.0M0.03%51,561CommonSOLE
501044101KRKroger Co$7.8M0.03%116,048CommonNONE
92556V106VTRSViatris Inc$7.7M0.03%775,348CommonSOLE
60786M105MCMoelis & Co$7.6M0.03%106,661CommonNONE
199908104FIXComfort Sys Usa Inc$7.5M0.03%9,077CommonNONE
313855108FSSFederal Signal Corp$7.4M0.03%62,477CommonNONE
866674104SUISun Communities Inc$7.4M0.03%57,422CommonSOLE
650111107NYTNew York Times Co$7.4M0.03%128,866CommonSOLE
G66721104NCLHNorwegian Cruise Line H$7.3M0.02%296,587CommonSOLE
204166102CVLTCommvault Systems In$7.1M0.02%37,809CommonNONE
929740108WABWabtec Corp$7.1M0.02%35,580CommonSOLE
571748102MRSHMarsh & Mclennan Cos$7.0M0.02%34,874CommonNONE
22160N109CSGPCostar Group Inc$6.9M0.02%81,714CommonSOLE
302130109EXPDExpeditors Intlwash Inc$6.9M0.02%56,018CommonSOLE
G3323L100FNFabrinet$6.8M0.02%18,692CommonNONE
084423102WRBBerkley W R Corp$6.8M0.02%88,722CommonSOLE
86333M108LRNStride Inc$6.7M0.02%45,124CommonNONE
G3730V105FTAIFtai Aviation Ltd$6.7M0.02%40,255CommonSOLE
44267T102HHHHoward Hughes Holdings$6.7M0.02%81,346CommonSOLE
705573103PEGAPegasystems Inc$6.6M0.02%114,346CommonSOLE
29414B104EPAMEpam Sys Inc$6.6M0.02%43,488CommonSOLE
974155103WINGWingstop Inc$6.5M0.02%25,763CommonSOLE
98980G102ZSZscaler Inc$6.4M0.02%21,523CommonNONE
537008104LFUSLittelfuse Inc$6.4M0.02%24,775CommonSOLE
218352102CORTCorcept Therapeutics$6.4M0.02%77,080CommonSOLE
384802104GWWGrainger W W Inc$6.3M0.02%6,653CommonSOLE
29786A106ETSYEtsy Inc$6.3M0.02%94,286CommonSOLE
92939U106WECWec Energy Group Inc$6.3M0.02%54,553CommonSOLE
007973100AEISAdvanced Energy Inds$6.2M0.02%36,719CommonNONE
06417N103OZKBank Ozk Littlerock Ark$6.0M0.02%118,299CommonSOLE
165167735EXEExpand Energy Corporati$6.0M0.02%56,329CommonNONE
097023105BABoeing Co$6.0M0.02%27,673CommonSOLE
576323109MTZMastec Inc$5.9M0.02%27,907CommonSOLE
680223104ORIOld Rep Intl Corp$5.9M0.02%139,721CommonSOLE
90400D108RAREUltragenyx Pharmaceutic$5.9M0.02%194,982CommonSOLE
26441C204DUKDuke Energy Corp New$5.9M0.02%47,306CommonNONE
74164F103PRIMPrimoris Svcs Corp$5.9M0.02%42,627CommonNONE
169656105CMGChipotle Mexican Gri$5.8M0.02%147,435CommonSOLE
446150104HBANHuntington Bancshare$5.8M0.02%333,511CommonSOLE
224408104CRCrane Company$5.7M0.02%30,816CommonSOLE
M2029K104BIRKBirkenstock Holding Plc$5.6M0.02%123,565CommonSOLE
29358P101ENSGEnsign Group Inc$5.6M0.02%32,218CommonNONE
G8060N102STSensata Technologies Hl$5.5M0.02%181,181CommonSOLE
697435105PANWPalo Alto Networks Inc$5.5M0.02%26,823CommonNONE
443573100HUBSHubspot Inc$5.4M0.02%11,586CommonNONE
387328107GVAGranite Constr Inc$5.4M0.02%49,184CommonNONE
810186106SMGScotts Miracle-Gro Co$5.4M0.02%94,613CommonSOLE
98983L108ZWSZurn Elkay Water Solns$5.3M0.02%112,987CommonNONE
42226K105HRHealthcare Rltytr$5.3M0.02%293,558CommonSOLE
192446102CTSHCognizant Technology$5.3M0.02%78,509CommonSOLE
742718109PGProcter & Gamble Co$5.1M0.02%33,389CommonSOLE
29357K103ENVAEnova Intl Inc$5.0M0.02%43,361CommonNONE
87162W100SNXTd Synnex Corporation$5.0M0.02%30,288CommonSOLE
336433107FSLRFirst Solar Inc$4.9M0.02%22,375CommonSOLE
624758108MWAMueller Wtr Prods In$4.9M0.02%192,353CommonNONE
74736K101QRVOQorvo Inc$4.8M0.02%52,597CommonSOLE
025537101AEPAmerican Elec Pwr In$4.8M0.02%42,337CommonNONE
45781M101INVAInnoviva Inc$4.7M0.02%258,256CommonNONE
883203101TXTTextron Inc$4.7M0.02%55,668CommonSOLE
133131102CPTCamden Ppty Tr$4.7M0.02%43,989CommonNONE
03676B102AMAntero Midstream Corp$4.7M0.02%240,759CommonSOLE
465741106ITRIItron Inc$4.7M0.02%37,414CommonNONE
N20944109CNHCnh Indl N V$4.6M0.02%427,300CommonSOLE
92345Y106VRSKVerisk Analytics Inc$4.6M0.02%18,432CommonSOLE
278865100ECLEcolab Inc$4.6M0.02%16,899CommonSOLE
217204106CPRTCopart Inc$4.6M0.02%102,626CommonSOLE
244199105DEDeere & Co$4.6M0.02%9,972CommonNONE
370334104GISGeneral Mls Inc$4.5M0.02%89,850CommonNONE
G25457105CRDOCredo Technology Group$4.5M0.02%30,804CommonNONE
258278100DORMDorman Products Inc$4.5M0.02%28,734CommonNONE
872540109TJXTjx Cos Inc New$4.4M0.02%30,781CommonNONE
001084102AGCOAgco Corp$4.4M0.02%41,299CommonSOLE
980745103WWDWoodward Inc$4.4M0.01%17,418CommonSOLE
00737L103CVSAAdtalem Global Ed Inc$4.4M0.01%28,393CommonNONE
631103108NDAQNasdaq Stock Martket$4.3M0.01%49,007CommonNONE
78409V104SPGIS&P Global Inc$4.3M0.01%8,830CommonNONE
G8473T100STESteris Plc$4.3M0.01%17,360CommonSOLE
98954M200ZZillow Group Inc$4.3M0.01%55,708CommonSOLE
002824100ABTAbbott Labs$4.2M0.01%31,667CommonSOLE
G8267P108SWSmurfit Westrock Plc$4.2M0.01%99,290CommonSOLE
806857108SLBSlb Limited$4.2M0.01%121,909CommonSOLE
231561101CWCurtiss Wright Corp$4.2M0.01%7,686CommonSOLE
410867105THGHanover Ins Group In$4.2M0.01%22,936CommonSOLE
615369105MCOMoodys Corp$4.2M0.01%8,711CommonNONE
29530P102ERIEErie Indty Co$4.1M0.01%13,023CommonSOLE
37940X102GPNGlobal Pmts Inc$4.1M0.01%49,564CommonSOLE
14149Y108CAHCardinal Health Inc$4.1M0.01%26,063CommonNONE
526057302LEN/BLennar Corp$4.1M0.01%33,795CommonSOLE
92338C103VLTOVeralto Corp$4.0M0.01%37,906CommonNONE
67059N108NTNXNutanix Inc$4.0M0.01%54,046CommonNONE
128030202CALMCal Maine Foods Inc$3.9M0.01%41,655CommonNONE
65290E101NXTNextracker Inc$3.9M0.01%52,904CommonNONE
842587107SOSouthern Co$3.9M0.01%40,846CommonSOLE
64082B102NRDSNerdwallet Inc$3.8M0.01%355,951CommonNONE
60855R100MOHMolina Healthcare In$3.7M0.01%19,551CommonSOLE
35905A109FTDRFrontdoor Inc$3.7M0.01%55,373CommonNONE
446413106HIIHuntington Ingalls Inds$3.7M0.01%12,836CommonSOLE
057665200BCPCBalchem Corp$3.7M0.01%24,575CommonNONE
670346105NUENucor Corp$3.6M0.01%26,787CommonNONE
74762E102QUREQuanta Svcs Inc$3.6M0.01%8,746CommonSOLE
85423L103SAROStandardaero Inc$3.6M0.01%131,436CommonSOLE
452327109ILMNIllumina Inc$3.6M0.01%37,512CommonSOLE
550021109LULULululemon Athletica Inc$3.5M0.01%19,890CommonSOLE
816850101SMTCSemtech Corp$3.5M0.01%49,315CommonNONE
86800U302SMCISuper Micro Computer In$3.5M0.01%73,284CommonSOLE
26142V105DKNGDraftkings Inc New$3.5M0.01%93,309CommonSOLE
421298100HAYWHayward Hldgs Inc$3.5M0.01%230,572CommonSOLE
15118V207CELHCelsius Holdings Inc$3.5M0.01%60,600CommonSOLE
049468101TEAMAtlassian Corporation$3.5M0.01%21,800CommonNONE
12572Q105CMECme Group Inc$3.4M0.01%12,722CommonNONE
82846H405QXOQxo Inc$3.4M0.01%179,396CommonSOLE
29415F104NVSTEnvista Hldgs Corp$3.4M0.01%167,778CommonSOLE
43300A203HLTHilton Worldwide Hldgs$3.3M0.01%12,646CommonNONE
500754106KHCKraft Heinz Co$3.3M0.01%125,326CommonSOLE
526107107LIILennox Intl Inc$3.2M0.01%6,125CommonSOLE
52110M109LAZLazard Inc$3.2M0.01%60,701CommonSOLE
14888U101CPRXCatalyst Pharm Partn$3.2M0.01%162,399CommonNONE
04316A108APAMArtisan Partners Asset$3.2M0.01%73,528CommonNONE
826919102SLABSilicon Laboratories$3.2M0.01%24,049CommonNONE
911363109URIUnited Rentals Inc$3.1M0.01%3,291CommonSOLE
688239201OSKOshkosh Truck Corp$3.1M0.01%24,199CommonSOLE
73757R102PSTLPostal Realty Trust Inc$3.1M0.01%197,859CommonSOLE
G1757E113CMCLCaledonia Mng Corp Plc$3.1M0.01%85,673CommonSOLE
35137L105FOXAFox Corp$3.0M0.01%48,099CommonNONE
G7S00T104PNRPentair Plc$3.0M0.01%27,359CommonSOLE
G4124C109GRABGrab Holdings Limited$3.0M0.01%495,851CommonNONE
03073E105CORCencora Inc$3.0M0.01%9,468CommonNONE
G6700G107NVTNvent Electric Plc$2.9M0.01%29,783CommonSOLE
296315104ESEEsco Technologies In$2.9M0.01%13,873CommonNONE
69366J200PTCTPtc Therapeutics Inc$2.9M0.01%47,447CommonNONE
H1467J104CBChubb Limited$2.9M0.01%10,311CommonSOLE
89377M109TMDXTransmedics Group Inc$2.9M0.01%25,932CommonNONE
7495271071RGRev Group Inc$2.9M0.01%51,135CommonNONE
11133T103BRBroadridge Finlsolution$2.9M0.01%12,166CommonNONE
42226A107HQYHealthequity Inc$2.9M0.01%30,466CommonNONE
782011100RSIRush Street Interactive$2.9M0.01%139,944CommonNONE
18539C204CWENClearway Energy Inc$2.9M0.01%101,314CommonSOLE
69343T107PJTPjt Partners Inc$2.9M0.01%16,057CommonNONE
318672706FBPFirst Bancorp P R$2.8M0.01%129,180CommonNONE
70959W103PAGPenske Automotive Grp I$2.8M0.01%16,268CommonSOLE
85254J102STAGStag Indl Inc$2.8M0.01%78,354CommonNONE
50050N103KTBKontoor Brands Inc$2.7M0.01%34,452CommonNONE
052800109ALVAutoliv Inc$2.7M0.01%22,016CommonNONE
82982T106SITMSitime Corporation$2.7M0.01%8,998CommonNONE
12541W209CHRWC H Robinson Worldwi$2.7M0.01%20,334CommonSOLE
947890109WBSWebster Finl Corp$2.7M0.01%45,227CommonSOLE
32020R109FFINFirst Finl Bankshare$2.7M0.01%79,774CommonNONE
366651107ITGartner Group Inc Ne$2.7M0.01%10,119CommonSOLE
69753M105PLMRPalomar Hldgs Inc$2.7M0.01%22,741CommonNONE
G8807B106TBPHTheravance Biopharma In$2.6M0.01%181,477CommonNONE
05945F103BANFBancfirst Corp$2.6M0.01%20,939CommonNONE
191216100KOCoca Cola Co$2.6M0.01%39,680CommonSOLE
103002101BWMNBowman Consulting Group$2.6M0.01%62,006CommonNONE
493267108KEYKeycorp$2.6M0.01%140,493CommonSOLE
453204109PIImpinj Inc$2.6M0.01%14,480CommonNONE
902653104UDRUdr Inc$2.6M0.01%70,091CommonSOLE
30034W106EVRGEvergy Inc$2.6M0.01%34,348CommonNONE
722304102PDDPdd Holdings Inc$2.6M0.01%19,721CommonSOLE
533900106LECOLincoln Elec Hldgs Inc$2.6M0.01%10,993CommonSOLE
969904101WSMWilliams Sonoma Inc$2.6M0.01%13,152CommonNONE
G01767105ALKSAlkermes Plc$2.6M0.01%85,535CommonNONE
G68707101PAGSPagseguro Digital Ltd$2.6M0.01%255,309CommonNONE
143130102KMXCarmax Inc$2.6M0.01%56,847CommonSOLE
G61188101LBTYALiberty Global Ltd$2.5M0.01%222,139CommonSOLE
91688F104UPWKUpwork Inc$2.5M0.01%136,981CommonNONE
109641100EATBrinker Intl Inc$2.5M0.01%19,892CommonNONE
71742Q106PAHCPhibro Animal Health Co$2.5M0.01%62,159CommonNONE
01741R102ATIAti Inc$2.5M0.01%30,615CommonSOLE
04010E109AGXArgan Inc$2.5M0.01%9,186CommonNONE
504922105LHLabcorp Holdings Inc$2.4M0.01%8,506CommonSOLE
98389B100XELXcel Energy Inc$2.4M0.01%29,968CommonNONE
901109108TPCTutor Perini Corp$2.4M0.01%36,448CommonNONE
46222L108IONQIonq Inc$2.4M0.01%38,670CommonNONE
237266101DARDarling Ingredients Inc$2.4M0.01%76,783CommonSOLE
55616P104MMacys Inc.$2.4M0.01%132,014CommonSOLE
009066101ABNBAirbnb Inc$2.4M0.01%19,415CommonSOLE
19459J104COLLCollegium Pharmaceutica$2.4M0.01%67,240CommonNONE
558868105MDGLMadrigal Pharmaceutical$2.4M0.01%5,124CommonNONE
09058V103BCRXBiocryst Pharmaceutical$2.3M0.01%309,110CommonNONE
192108504CDECoeur D Alene Mines Cor$2.3M0.01%124,214CommonNONE
03168L105AMRXAmneal Pharmaceuticals$2.3M0.01%230,470CommonNONE
444144109HDSNHudson Technologies$2.3M0.01%231,192CommonNONE
29444U700EQIXEquinix Inc$2.3M0.01%2,915CommonNONE
237194105DRIDarden Restaurants I$2.3M0.01%11,985CommonNONE
437872104HTBHometrust Bancshares In$2.3M0.01%55,666CommonSOLE
436440101HO1Hologic Inc$2.3M0.01%33,362CommonSOLE
37892E102GICLobal Industrial Compan$2.2M0.01%61,069CommonSOLE
22948Q101CTOCto Rlty Growthinc New$2.2M0.01%137,302CommonSOLE
571903202MARMarriott Intl Inc Ne$2.2M0.01%8,584CommonSOLE
40416E103HCIHci Group Inc$2.2M0.01%11,634CommonNONE
G4690M101IBEXIbex Ltd$2.2M0.01%55,018CommonNONE
64110D104NTAPNetapp Inc$2.2M0.01%18,799CommonSOLE
267475101DYDycom Inds Inc$2.2M0.01%7,594CommonNONE
89400J107TRUTransunion$2.2M0.01%26,382CommonSOLE
87650L103TARSTarsus Pharmaceuticals$2.2M0.01%37,102CommonNONE
024061103DCHAmerican Axle & Mfg$2.2M0.01%363,322CommonNONE
68622V106OGNOrganon & Co$2.2M0.01%204,272CommonSOLE
90364P105PATHUipath Inc$2.2M0.01%162,772CommonSOLE
33768G107FCFSFirstcash Holdings Inc$2.2M0.01%13,609CommonNONE
433000106HIMSHims & Hers Health Inc$2.1M0.01%37,590CommonNONE
01446U103ALRSAlerus Finl Corp$2.1M0.01%95,436CommonNONE
09290D101BLKBlackrock Inc$2.1M0.01%1,812CommonSOLE
30041R108EVEREverquote Inc$2.1M0.01%92,231CommonNONE
97717P104WTWisdomtree Inc$2.1M0.01%151,727CommonNONE
172755100CRUSCirrus Logic Corp$2.1M0.01%16,757CommonSOLE
91347P105OLEDUniversal Display Co$2.1M0.01%14,573CommonSOLE
917047102URBNUrban Outfitters Inc$2.1M0.01%29,069CommonNONE
535219109LINDLindblad Expeditions Hl$2.1M0.01%161,849CommonNONE
75734B100RDDTReddit Inc$2.1M0.01%8,969CommonSOLE
749607107RLIRli Corp$2.1M0.01%31,531CommonSOLE
628464109MYEMyers Inds Inc$2.0M0.01%120,974CommonNONE
49271V100KDPKeurig Dr Pepper Inc$2.0M0.01%80,020CommonNONE
74758T303QLYSQualys Inc$2.0M0.01%15,423CommonNONE
093712107BEBloom Energy Corp$2.0M0.01%24,118CommonNONE
440452100HRLHormel Geo A & Co$2.0M0.01%82,406CommonSOLE
49177J102KVUEKenvue Inc$2.0M0.01%125,551CommonNONE

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.