MondegarAI
FRED ALGER MANAGEMENT, LLC

Q1 2026 · 13F-HR

FRED ALGER MANAGEMENT, LLCholdings as filed

Filed 2026-05-15 · accession 0001193125-26-226659

$22.77B
Reported value
444
Positions
2026-03-31
Period end
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The Brief · FRED ALGER MANAGEMENT, LLC · Q1 2026

AI · grounded in 13F

Fred Alger Management, LLC significantly increased its stake in DNTH by 3,372.57%. The fund also established a new position in AstraZeneca PLC valued at $151.36M and grew its holding in WELL by 797.92%. Conversely, the manager reduced exposure to several holdings, most notably trimming its position in SPOT by 78.50% and TLN by 34.26%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$2.86B12.5%16,381,918CommonSOLE
594918104MSFTMicrosoft Corporation$1.85B8.11%4,986,013CommonSOLE
023135106AMZNAmazon.com, Inc.$1.49B6.54%7,153,123CommonSOLE
037833100AAPLApple Inc.$1.18B5.17%4,636,913CommonSOLE
02079K107GOOGAlphabet Inc. Class C$1.10B4.82%3,823,140CommonSOLE
30303M102METAMeta Platforms Inc Class A$1.02B4.47%1,779,598CommonSOLE
N97284108NBISNebius Group N.V. Class A$996.0M4.37%9,599,306CommonSOLE
11135F101AVGOBroadcom Inc.$912.9M4.01%2,949,411CommonSOLE
958102105WDCWestern Digital Corporation$719.5M3.16%2,659,835CommonSOLE
88160R101TSLATesla, Inc.$678.7M2.98%1,825,663CommonSOLE
03831W108APPAppLovin Corp. Class A$466.9M2.05%1,173,040CommonSOLE
82846H405QXOQXO, Inc.$435.1M1.91%22,404,712CommonSOLE
87422Q109TLNTalen Energy Corp$378.6M1.66%1,185,953CommonSOLE
632307104NTRANatera, Inc.$351.3M1.54%1,756,472CommonSOLE
36828A101GEVGE Vernova Inc.$297.6M1.31%340,739CommonSOLE
04626A103ALABAstera Labs, Inc.$282.0M1.24%2,573,005CommonSOLE
81141R100SESea Limited Sponsored ADR Class A$279.1M1.23%3,370,698CommonSOLE
36168Q104GFLGFL Environmental Inc$251.1M1.10%6,017,527CommonSOLE
04280A100ARWRArrowhead Pharmaceuticals, Inc.$209.6M0.92%3,342,493CommonSOLE
422806208HEI/AHEICO Corporation Class A$202.9M0.89%961,365CommonSOLE
64110L106NFLXNetflix, Inc.$195.5M0.86%2,032,997CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$178.3M0.78%386,739CommonSOLE
58733R102MELIMercadoLibre, Inc.$163.8M0.72%94,718CommonSOLE
G0593M107AZNAstraZeneca PLC$151.4M0.66%768,754CommonSOLE
77543R102ROKURoku, Inc. Class A$150.6M0.66%1,591,123CommonSOLE
77311W101RKTRocket Companies, Inc. Class A$145.2M0.64%10,189,429CommonSOLE
09062X103BIIBBiogen Inc.$134.4M0.59%733,194CommonSOLE
349381103FIGRFigure Technology Solutions, Inc. Class A$130.3M0.57%3,838,851CommonSOLE
92537N108VRTVertiv Holdings Co. Class A$118.5M0.52%472,924CommonSOLE
18915M107NETCloudflare Inc Class A$111.0M0.49%538,062CommonSOLE
14149Y108CAHCardinal Health, Inc.$110.4M0.48%522,453CommonSOLE
82509L107SHOPShopify, Inc. Class A$110.4M0.48%930,697CommonSOLE
532457108LLYEli Lilly and Company$109.2M0.48%118,770CommonSOLE
60937P106MDBMongoDB, Inc. Class A$107.4M0.47%438,613CommonSOLE
95040Q104WELLWelltower Inc.$105.5M0.46%533,533CommonSOLE
252828108DNTHDianthus Therapeutics, Inc.$97.5M0.43%1,161,923CommonSOLE
75524B104RBCRBC Bearings Incorporated$97.3M0.43%179,134CommonSOLE
69608A108PLTRPalantir Technologies Inc. Class A$95.2M0.42%651,134CommonSOLE
26614N102DDDuPont de Nemours, Inc.$92.7M0.41%2,024,564CommonSOLE
101137107BSXBoston Scientific Corporation$91.3M0.40%1,454,619CommonSOLE
040413205ANETArista Networks, Inc.$83.8M0.37%682,773CommonSOLE
478160104JNJJohnson & Johnson$81.8M0.36%334,592CommonSOLE
770700102HOODRobinhood Markets, Inc. Class A$77.2M0.34%1,114,474CommonSOLE
629377508NRGNRG Energy, Inc.$72.6M0.32%497,083CommonSOLE
04351P101ASNDUSDAscendis Pharma A/S Sponsored ADR$69.7M0.31%304,896CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$66.6M0.29%231,491CommonSOLE
901109108TPCTutor Perini Corporation$62.5M0.27%809,737CommonSOLE
21037T109CEGConstellation Energy Corporation$59.2M0.26%211,998CommonSOLE
G3730V105FTAIFTAI Aviation Ltd.$58.8M0.26%239,933CommonSOLE
40131M109GHGuardant Health, Inc.$57.5M0.25%622,259CommonSOLE
422806109HEIHEICO Corporation$54.3M0.24%198,049CommonSOLE
G8068L108SNSharkNinja, Inc.$54.0M0.24%509,518CommonSOLE
759916109RGENRepligen Corporation$51.2M0.23%434,774CommonSOLE
33767E202FSVFirstService Corp$50.9M0.22%366,514CommonSOLE
29445S100EQPTEquipmentShare.com, Inc. Class A$50.2M0.22%2,466,238CommonSOLE
149123101CATCaterpillar Inc.$49.6M0.22%70,030CommonSOLE
918284100VSECVSE Corporation$48.7M0.21%264,254CommonSOLE
L8681T102SPOTSpotify Technology SA$48.3M0.21%99,688CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$48.1M0.21%177,706CommonSOLE
19240Q201COGTCogent Biosciences, Inc.$47.7M0.21%1,239,700CommonSOLE
482480100KLACKLA Corporation$47.5M0.21%32,286CommonSOLE
228903100AORTArtivion, Inc.$44.3M0.19%1,208,371CommonSOLE
92826C839VVisa Inc. Class A$42.4M0.19%140,171CommonSOLE
147448104CWSTCasella Waste Systems, Inc. Class A$41.8M0.18%526,659CommonSOLE
922475108VEEVVeeva Systems Inc Class A$39.1M0.17%222,421CommonSOLE
58933Y105MRKMerck & Co., Inc.$38.7M0.17%321,001CommonSOLE
559663109MGYMagnolia Oil & Gas Corp. Class A$37.7M0.17%1,195,380CommonSOLE
859241101STRLSterling Infrastructure, Inc.$37.6M0.17%92,268CommonSOLE
595112103MUMicron Technology, Inc.$37.5M0.16%110,873CommonSOLE
52476L109LGNLegence Corp. Class A$37.3M0.16%661,335CommonSOLE
46625H100JPMJPMorgan Chase & Co.$35.9M0.16%121,944CommonSOLE
146869102CVNACarvana Co. Class A$35.7M0.16%113,480CommonSOLE
000361105AIRAAR CORP.$35.4M0.16%323,111CommonSOLE
931142103WMTWalmart Inc.$34.9M0.15%280,511CommonSOLE
485924104KRMNKarman Holdings Inc.$34.9M0.15%436,201CommonSOLE
53947R105LOARLoar Holdings Inc.$33.3M0.15%580,880CommonSOLE
450056106IRTCiRhythm Holdings, Inc.$33.1M0.15%280,040CommonSOLE
34962G208FBRXForte Biosciences Inc.$33.0M0.14%1,273,965CommonSOLE
127387108CDNSCadence Design Systems, Inc.$31.3M0.14%112,733CommonSOLE
573284106MLMMartin Marietta Materials, Inc.$30.8M0.14%52,273CommonSOLE
78409V104SPGIS&P Global, Inc.$30.8M0.14%72,308CommonSOLE
87256C101TKOTKO Group Holdings, Inc. Class A$29.9M0.13%148,506CommonSOLE
25402D102DOCNDigitalOcean Holdings, Inc.$29.6M0.13%344,756CommonSOLE
86333M108LRNStride, Inc.$28.7M0.13%325,825CommonSOLE
00650F109ADPTAdaptive Biotechnologies Corp.$28.6M0.13%2,063,146CommonSOLE
004225108ACADACADIA Pharmaceuticals Inc.$28.4M0.12%1,277,151CommonSOLE
199908104FIXComfort Systems USA, Inc.$28.4M0.12%20,564CommonSOLE
14154A102CDNLCardinal Infrastructure Group, Inc.$27.2M0.12%686,585CommonSOLE
443201108HWMHowmet Aerospace Inc.$26.7M0.12%115,753CommonSOLE
816850101SMTCSemtech Corporation$25.8M0.11%335,608CommonSOLE
607828100MODModine Manufacturing Company$25.8M0.11%118,894CommonSOLE
G76279101ROIVRoivant Sciences Ltd.$25.6M0.11%925,186CommonSOLE
78473E103SPXCSPX Technologies, Inc.$25.3M0.11%126,389CommonSOLE
98423F109XMTRXometry, Inc. Class A$24.6M0.11%603,280CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$24.5M0.11%62,559CommonSOLE
72703H101PLNTPlanet Fitness, Inc. Class A$24.5M0.11%328,859CommonSOLE
617446448MSMorgan Stanley$24.5M0.11%148,604CommonSOLE
85914M107STEPStepStone Group, Inc. Class A$24.4M0.11%512,242CommonSOLE
553368101MPMP Materials Corp Class A$24.0M0.11%498,037CommonSOLE
90138F102TWLOTwilio, Inc. Class A$24.0M0.11%190,741CommonSOLE
00287Y109ABBVAbbVie, Inc.$23.7M0.10%108,818CommonSOLE
82982L103SITESiteOne Landscape Supply, Inc.$23.5M0.10%176,855CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc$22.5M0.10%244,761CommonSOLE
G29183103ETNEaton Corp. Plc$22.1M0.10%61,884CommonSOLE
453204109PIImpinj, Inc.$22.1M0.10%215,016CommonSOLE
92840M102VSTVistra Corp.$22.0M0.10%146,123CommonSOLE
046433108ATROAstronics Corporation$21.7M0.10%324,954CommonSOLE
78709Y105SAIASaia, Inc.$21.5M0.09%61,307CommonSOLE
88033G407THCTenet Healthcare Corporation$20.9M0.09%110,660CommonSOLE
09062W204BLFSBioLife Solutions, Inc.$20.6M0.09%1,079,935CommonSOLE
457669307INSMInsmed Incorporated$20.6M0.09%125,766CommonSOLE
032095101APHAmphenol Corporation Class A$20.5M0.09%161,868CommonSOLE
67000B104NOVTNovanta Inc$20.2M0.09%171,359CommonSOLE
88023U101SGISomnigroup International Inc.$19.9M0.09%268,843CommonSOLE
30231G102XOMExxon Mobil Corporation$19.3M0.08%113,856CommonSOLE
750491102RDNTRadNet, Inc.$19.1M0.08%341,938CommonSOLE
407497106HLNEHamilton Lane Incorporated Class A$18.7M0.08%187,054CommonSOLE
92337F107VCYTVeracyte, Inc.$18.7M0.08%579,460CommonSOLE
13321L108CCJCameco Corporation$18.3M0.08%168,924CommonSOLE
82706C108SIMOSilicon Motion Technology Corporation Sponsored ADR$18.1M0.08%160,891CommonSOLE
609839105MPWRMonolithic Power Systems, Inc.$18.0M0.08%16,414CommonSOLE
G3323L100FNFabrinet$17.8M0.08%34,094CommonSOLE
60471A101MIRMirion Technologies, Inc. Class A$16.9M0.07%909,606CommonSOLE
531229755FWONKLiberty Media Corporation Series C Liberty Formula One$16.5M0.07%194,266CommonSOLE
15118V207CELHCelsius Holdings, Inc.$16.0M0.07%450,829CommonSOLE
05464C101AXONAxon Enterprise Inc$15.9M0.07%37,354CommonSOLE
92243G108PCVXVaxcyte, Inc.$15.7M0.07%270,115CommonSOLE
093712107BEBloom Energy Corporation Class A$15.7M0.07%115,804CommonSOLE
42238D107HTFLHeartFlow, Inc.$15.5M0.07%638,306CommonSOLE
21044C107ROADConstruction Partners, Inc. Class A$15.5M0.07%139,606CommonSOLE
19247G107COHRCoherent Corp.$15.4M0.07%64,465CommonSOLE
09260D107BXBlackstone Inc.$15.0M0.07%130,333CommonSOLE
63947X101NCNOnCino Inc$14.7M0.06%981,372CommonSOLE
166764100CVXChevron Corporation$14.7M0.06%70,923CommonSOLE
00847J105AGYSAgilysys, Inc.$14.4M0.06%202,547CommonSOLE
16411R208LNGCheniere Energy, Inc.$14.4M0.06%50,740CommonSOLE
91680M107UPSTUpstart Holdings, Inc.$14.4M0.06%559,525CommonSOLE
313855108FSSFederal Signal Corporation$14.2M0.06%131,241CommonSOLE
229050307CYRXCryoPort, Inc.$14.1M0.06%1,699,379CommonSOLE
G25457105CRDOCredo Technology Group Holding Ltd.$14.0M0.06%149,638CommonSOLE
45168D104IDXXIDEXX Laboratories, Inc.$13.6M0.06%24,268CommonSOLE
437076102HDHome Depot, Inc.$13.5M0.06%41,080CommonSOLE
974155103WINGWingstop, Inc.$13.3M0.06%85,745CommonSOLE
81663L200WGSGeneDx Holdings Corp. Class A$13.0M0.06%202,771CommonSOLE
36165L108GDSGDS Holdings Ltd. Sponsored ADR Class A$12.9M0.06%321,315CommonSOLE
55826T102SPHRSphere Entertainment Co. Class A$12.7M0.06%108,293CommonSOLE
893641100TDGTransDigm Group Incorporated$12.6M0.06%10,834CommonSOLE
015564206ATFVAlger 35 ETF$12.4M0.05%395,038CommonSOLE
377322102GKOSGlaukos Corp$12.3M0.05%113,943CommonSOLE
64361Q101VNOMViper Energy, Inc.$11.9M0.05%253,213CommonSOLE
45826H109ITGRInteger Holdings Corporation$11.8M0.05%133,891CommonSOLE
12763L105CDRECadre Holdings, Inc.$11.7M0.05%382,953CommonSOLE
31846B108FAFirst Advantage Corp.$11.7M0.05%990,668CommonSOLE
67103H107ORLYO'Reilly Automotive, Inc.$11.5M0.05%124,852CommonSOLE
G6683N103NUNu Holdings Ltd. Class A$11.4M0.05%795,090CommonNONE
Q4982L109IRENIREN Limited$11.1M0.05%325,090CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc.$10.7M0.05%35,043CommonSOLE
26856L103ELFe.l.f. Beauty, Inc.$10.6M0.05%174,677CommonSOLE
09290D101BLKBlackRock, Inc.$10.5M0.05%10,893CommonSOLE
516544103LNTHLantheus Holdings Inc$10.3M0.05%136,254CommonSOLE
438516106HONHoneywell International Inc.$10.3M0.05%45,576CommonSOLE
293594107ENVXEnovix Corporation$10.2M0.04%1,972,595CommonSOLE
874054109TTWOTake-Two Interactive Software, Inc.$10.2M0.04%51,735CommonSOLE
74340E103PGNYProgyny, Inc.$10.1M0.04%596,819CommonSOLE
69753M105PLMRPalomar Holdings, Inc.$10.1M0.04%84,207CommonSOLE
501270102KRUSKura Sushi USA, Inc. Class A$10.1M0.04%144,180CommonSOLE
33748L101FWRGFirst Watch Restaurant Group, Inc.$10.0M0.04%956,960CommonSOLE
07782B104BLTEBelite Bio, Inc. ADR$10.0M0.04%62,574CommonSOLE
G2519Y108BAPCredicorp Ltd.$9.7M0.04%28,703CommonSOLE
122017106BURLBurlington Stores, Inc.$9.7M0.04%29,860CommonSOLE
10806X102BBIOBridgeBio Pharma, Inc.$9.4M0.04%127,219CommonSOLE
060505104BACBank of America Corp$9.3M0.04%191,142CommonSOLE
742718109PGProcter & Gamble Company$9.2M0.04%63,922CommonSOLE
219350105GLWCorning Inc$9.2M0.04%67,661CommonSOLE
640491106NEOGNeogen Corp$9.0M0.04%970,928CommonSOLE
955306105WSTWest Pharmaceutical Services, Inc.$9.0M0.04%35,942CommonSOLE
008073108AVAVAeroVironment, Inc.$8.7M0.04%47,407CommonSOLE
40171V100GWREGuidewire Software, Inc.$8.5M0.04%56,874CommonSOLE
615111101ONTMontrose Environmental Group Inc$8.5M0.04%387,994CommonSOLE
670703107NUVLNuvalent, Inc. Class A$8.4M0.04%81,867CommonSOLE
12572Q105CMECME Group Inc. Class A$8.3M0.04%27,955CommonSOLE
50077B207KTOSKratos Defense & Security Solutions, Inc.$8.2M0.04%116,793CommonSOLE
24703L202DELLDell Technologies, Inc. Class C$8.2M0.04%49,964CommonSOLE
G93A5A101VIKViking Holdings Ltd$8.2M0.04%111,596CommonSOLE
92345Y106VRSKVerisk Analytics, Inc.$8.2M0.04%43,168CommonSOLE
191216100KOCoca-Cola Company$7.9M0.03%103,797CommonSOLE
512807306LRCXLam Research Corporation$7.8M0.03%36,639CommonSOLE
G39108108GTESGates Industrial Corporation plc$7.8M0.03%344,069CommonSOLE
58155Q103MCKMcKesson Corporation$7.8M0.03%8,973CommonSOLE
17275R102CSCOCisco Systems, Inc.$7.7M0.03%99,646CommonSOLE
871607107SNPSSynopsys, Inc.$7.7M0.03%19,390CommonSOLE
580135101MCDMcDonald's Corporation$7.6M0.03%24,587CommonSOLE
465741106ITRIItron, Inc.$7.6M0.03%84,645CommonSOLE
300426103ECGEverus Construction Group, Inc.$7.5M0.03%63,893CommonSOLE
74982T103RXORXO, Inc.$7.4M0.03%509,550CommonSOLE
713448108PEPPepsiCo, Inc.$7.3M0.03%47,064CommonSOLE
44952J104CRGYCrescent Energy Company Class A$7.3M0.03%541,334CommonSOLE
F92124100TTETotalEnergies SE$7.3M0.03%79,946CommonSOLE
126402106CSWCSW Industrials, Inc.$7.1M0.03%27,392CommonSOLE
907818108UNPUnion Pacific Corporation$7.1M0.03%29,419CommonSOLE
84265V105SCCOSouthern Copper Corporation$7.1M0.03%40,975CommonSOLE
92343V104VZVerizon Communications Inc.$6.8M0.03%136,205CommonSOLE
152309100CNTACentessa Pharmaceuticals PLC ADR$6.7M0.03%168,170CommonSOLE
724078209PIPRPiper Sandler Companies$6.6M0.03%86,856CommonSOLE
45867G101IDCCInterDigital, Inc.$6.5M0.03%21,584CommonSOLE
828806109SPGSimon Property Group, Inc.$6.4M0.03%33,081CommonSOLE
679295105OKTAOkta, Inc. Class A$6.4M0.03%80,877CommonSOLE
926400102VSCOVictoria's Secret & Company$6.2M0.03%134,734CommonSOLE
90400D108RAREUltragenyx Pharmaceutical, Inc.$6.2M0.03%298,032CommonSOLE
398182303AHRAmerican Healthcare REIT, Inc.$6.2M0.03%129,962CommonSOLE
718172109PMPhilip Morris International Inc.$6.1M0.03%36,714CommonSOLE
G51502105JCIJohnson Controls International plc$6.1M0.03%46,746CommonSOLE
12504L109CBRECBRE Group, Inc. Class A$6.0M0.03%44,256CommonSOLE
05605H100BWXTBWX Technologies, Inc.$5.9M0.03%28,896CommonNONE
009158106APDAir Products and Chemicals, Inc.$5.9M0.03%20,264CommonSOLE
02209S103MOAltria Group, Inc.$5.8M0.03%87,124CommonSOLE
750917106RMBSRambus Inc.$5.8M0.03%66,862CommonSOLE
375558103GILDGilead Sciences, Inc.$5.7M0.02%40,756CommonSOLE
416515104HIGHartford Insurance Group, Inc.$5.5M0.02%40,559CommonSOLE
169656105CMGChipotle Mexican Grill, Inc.$5.5M0.02%171,119CommonSOLE
819047101SHAKShake Shack, Inc. Class A$5.4M0.02%61,176CommonSOLE
31488V107FERGFerguson Enterprises Inc.$5.4M0.02%22,870CommonSOLE
09073M104TECHBio-Techne Corporation$5.3M0.02%101,985CommonSOLE
G65163100JOBYJoby Aviation, Inc.$5.3M0.02%639,987CommonSOLE
05550J101BJBJ's Wholesale Club Holdings, Inc.$5.1M0.02%51,839CommonSOLE
65339F101NEENextEra Energy, Inc.$5.1M0.02%54,871CommonSOLE
816851109SRESempra$5.0M0.02%51,129CommonSOLE
H2906T109GRMNGarmin Ltd.$4.9M0.02%21,255CommonSOLE
72703X106PLPlanet Labs PBC Class A$4.9M0.02%175,784CommonSOLE
911363109URIUnited Rentals, Inc.$4.9M0.02%6,723CommonSOLE
64049M209NEONeoGenomics, Inc.$4.8M0.02%651,649CommonSOLE
29444U700EQIXEquinix, Inc.$4.8M0.02%4,535CommonSOLE
62944T105NVRNVR, Inc.$4.8M0.02%724CommonSOLE
031162100AMGNAmgen Inc.$4.7M0.02%13,249CommonSOLE
66987V109NVSNovartis AG Sponsored ADR$4.6M0.02%30,142CommonSOLE
16935C109CHYMChime Financial, Inc. Class A$4.6M0.02%244,497CommonSOLE
90184D100TWSTTwist Bioscience Corp.$4.6M0.02%95,783CommonSOLE
512816109LAMRLamar Advertising Company Class A$4.5M0.02%34,528CommonSOLE
110122108BMYBristol-Myers Squibb Company$4.5M0.02%73,959CommonSOLE
316773100FITBFifth Third Bancorp$4.5M0.02%95,152CommonSOLE
25278X109FANGDiamondback Energy, Inc.$4.4M0.02%22,105CommonSOLE
Y2573F102FLEXFlex Ltd$4.4M0.02%66,630CommonSOLE
92511U102VRRMVerra Mobility Corp. Class A$4.3M0.02%303,164CommonSOLE
78351F107RYANRyan Specialty Holdings, Inc. Class A$4.2M0.02%125,647CommonSOLE
682680103OKEONEOK, Inc.$4.2M0.02%46,252CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals, Inc$4.2M0.02%12,597CommonSOLE
679580100ODFLOld Dominion Freight Line, Inc.$4.1M0.02%20,982CommonSOLE
209115104EDConsolidated Edison, Inc.$4.1M0.02%36,035CommonSOLE
75513E101RTXRTX Corporation$4.1M0.02%21,032CommonSOLE
20030N101CMCSAComcast Corporation Class A$3.9M0.02%136,778CommonSOLE
82982T106SITMSiTime Corporation$3.9M0.02%11,341CommonSOLE
29479A108ERASErasca, Inc.$3.8M0.02%236,824CommonSOLE
640268306NKTRNektar Therapeutics$3.8M0.02%53,172CommonSOLE
863667101SYKStryker Corporation$3.8M0.02%11,508CommonNONE
00724F101ADBEAdobe Inc.$3.8M0.02%15,564CommonSOLE
22160K105COSTCostco Wholesale Corporation$3.8M0.02%3,786CommonSOLE
913915104UTIUniversal Technical Institute, Inc.$3.7M0.02%102,404CommonSOLE
364760108GAPGap, Inc.$3.7M0.02%151,958CommonSOLE
717081103PFEPfizer Inc.$3.6M0.02%129,387CommonSOLE
91347P105OLEDUniversal Display Corporation$3.6M0.02%39,543CommonSOLE
29358P101ENSGEnsign Group, Inc.$3.6M0.02%17,958CommonNONE
22822V101CCICrown Castle Inc.$3.6M0.02%42,069CommonSOLE
G5960L103MDTMedtronic Plc$3.5M0.02%40,736CommonSOLE
00091E109ABSIAbsci Corporation$3.5M0.02%1,165,144CommonSOLE
38141G104GSGoldman Sachs Group, Inc.$3.5M0.02%4,127CommonSOLE
68389X105ORCLOracle Corporation$3.5M0.02%23,690CommonSOLE
74736L109QTWOQ2 Holdings, Inc.$3.5M0.02%73,588CommonSOLE
002824100ABTAbbott Laboratories$3.4M0.02%33,564CommonSOLE
747525103QCOMQUALCOMM Incorporated$3.4M0.02%26,736CommonSOLE
16411Q101CQPCheniere Energy Partners, L.P.$3.4M0.02%52,365CommonSOLE
28176E108EWEdwards Lifesciences Corporation$3.4M0.01%42,441CommonSOLE
74340W103PLDPrologis, Inc.$3.4M0.01%25,535CommonSOLE
687793109OSCROscar Health, Inc. Class A$3.4M0.01%293,717CommonSOLE
88080T104WULFTeraWulf Inc.$3.3M0.01%226,950CommonSOLE
75734B100RDDTReddit, Inc. Class A$3.2M0.01%24,068CommonSOLE
87583X109TNGXTango Therapeutics, Inc.$3.1M0.01%150,070CommonSOLE
78463M107SPSCSPS Commerce, Inc.$3.1M0.01%55,834CommonSOLE
05465C100AXAxos Financial, Inc.$3.1M0.01%35,888CommonNONE
14167L103CDNACareDx, Inc.$3.0M0.01%173,013CommonSOLE
00773J202SYRESpyre Therapeutics, Inc$3.0M0.01%59,453CommonSOLE
70975L107PENPenumbra, Inc.$3.0M0.01%9,088CommonSOLE
89377M109TMDXTransMedics Group, Inc.$3.0M0.01%30,005CommonSOLE
771049103RBLXRoblox Corp. Class A$3.0M0.01%52,425CommonSOLE
22788C105CRWDCrowdStrike Holdings, Inc. Class A$2.9M0.01%7,456CommonSOLE
M5425M103INMDInMode Ltd.$2.9M0.01%211,710CommonSOLE
871829107SYYSysco Corporation$2.9M0.01%40,466CommonSOLE
032654105ADIAnalog Devices, Inc.$2.8M0.01%8,803CommonNONE
550021109LULUlululemon athletica inc.$2.8M0.01%18,035CommonSOLE
91307C102UTHRUnited Therapeutics Corporation$2.7M0.01%4,522CommonSOLE
697947109PVLAPalvella Therapeutics, Inc.$2.6M0.01%21,236CommonSOLE
55024U109LITELumentum Holdings, Inc.$2.6M0.01%3,674CommonSOLE
89422G107TVTXTravere Therapeutics, Inc.$2.6M0.01%86,236CommonSOLE
G25508105CRHCRH public limited company$2.6M0.01%24,370CommonNONE
880881107430Terns Pharmaceuticals, Inc.$2.5M0.01%47,151CommonSOLE
881624209TEVATeva Pharmaceutical Industries Limited Sponsored ADR$2.5M0.01%81,865CommonSOLE
249906108DSGXDescartes Systems Group Inc.$2.5M0.01%34,289CommonNONE
55825T103MSGSMadison Square Garden Sports Corp. Class A$2.4M0.01%7,601CommonSOLE
941848103WATWaters Corporation$2.4M0.01%8,171CommonSOLE
502431109LHXL3Harris Technologies Inc$2.4M0.01%6,986CommonSOLE
22052L104CTVACorteva Inc$2.4M0.01%28,506CommonSOLE
88025U109TXG10x Genomics Inc Class A$2.4M0.01%111,879CommonSOLE
09239B109BLBlackLine, Inc.$2.3M0.01%62,835CommonSOLE
M98068105WIXWix.com Ltd.$2.3M0.01%25,417CommonSOLE
562750109MANHManhattan Associates, Inc.$2.3M0.01%17,042CommonSOLE
05722G100BKRBaker Hughes Company Class A$2.3M0.01%37,073CommonSOLE
086516101BBYBest Buy Co., Inc.$2.2M0.01%34,315CommonSOLE
697435105PANWPalo Alto Networks, Inc.$2.2M0.01%13,723CommonSOLE
80004C200SNDKSandisk Corporation$2.2M0.01%3,435CommonSOLE
451107106IDAIDACORP, Inc.$2.2M0.01%15,156CommonSOLE
687604108ORKAOruka Therapeutics, Inc.$2.2M0.01%43,841CommonSOLE
462222100IONSIonis Pharmaceuticals, Inc.$2.1M0.01%28,452CommonSOLE
34631F102FPSForgent Power Solutions, Inc. Class A$2.1M0.01%72,237CommonSOLE
53190C102LTHLife Time Group Holdings, Inc.$2.1M0.01%77,805CommonSOLE
86889P208SRZNSurrozen Inc$2.1M0.01%71,697CommonSOLE
76155X100RVMDRevolution Medicines, Inc.$2.1M0.01%21,374CommonSOLE
855244109SBUXStarbucks Corporation$2.0M0.01%22,636CommonSOLE
48251W104KKRKKR & Co Inc$2.0M0.01%21,798CommonSOLE
253393102DKSDick's Sporting Goods, Inc.$2.0M0.01%10,063CommonSOLE
15102K100CELCCelcuity Inc.$2.0M0.01%17,547CommonSOLE
872540109TJXTJX Companies Inc$1.9M0.01%12,022CommonNONE
57060D108MKTXMarketAxess Holdings Inc.$1.9M0.01%11,594CommonSOLE
60786M105MCMoelis & Co. Class A$1.9M0.01%32,634CommonSOLE
03990B101ARESAres Management Corporation$1.9M0.01%17,001CommonSOLE
50015M109KODKodiak Sciences, Inc.$1.8M0.01%48,379CommonSOLE
315616102FFIVF5, Inc.$1.8M0.01%6,325CommonSOLE
40412C101HCAHCA Healthcare Inc$1.8M0.01%3,815CommonSOLE
172908105CTASCintas Corporation$1.8M0.01%10,350CommonSOLE
24477V105DFTXDefinium Therapeutics, Inc.$1.7M0.01%92,165CommonSOLE
N62509109NAMSNewAmsterdam Pharma Company N.V.$1.7M0.01%54,195CommonSOLE
46222L108IONQIonQ, Inc.$1.7M0.01%59,269CommonSOLE
36317J209GLXYGalaxy Digital Inc. Class A$1.7M0.01%91,583CommonSOLE
773121108RKLBRocket Lab Corporation$1.6M0.01%25,511CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc Class A$1.6M0.01%33,963CommonSOLE
12541W209CHRWC.H. Robinson Worldwide, Inc.$1.6M0.01%9,668CommonSOLE
002896207ANFAbercrombie & Fitch Co. Class A$1.6M0.01%17,432CommonSOLE
057665200BCPCBalchem Corp$1.6M0.01%9,240CommonSOLE
461202103INTUIntuit Inc.$1.5M0.01%3,530CommonSOLE
987084100YSSYork Space Systems, Inc.$1.5M0.01%68,781CommonSOLE
83418M103SEISolaris Energy Infrastructure, Inc. Class A$1.5M0.01%26,683CommonSOLE
88023B103TEMTempus AI, Inc. Class A$1.4M0.01%31,830CommonSOLE
000000000SPX APR 2026 6750 PUT$1.4M0.01%44,800PUTSOLE
N3167Y103RACEFerrari NV$1.2M0.01%3,682CommonSOLE
852234103XYZBlock, Inc. Class A$1.2M0.01%20,328CommonSOLE
37733W204GSKGSK plc Sponsored ADR$1.2M0.01%21,626CommonSOLE
09058V103BCRXBioCryst Pharmaceuticals, Inc.$1.2M0.01%123,961CommonSOLE
92538J106VERXVertex, Inc. Class A$1.2M0.01%99,097CommonSOLE
59356Q108MIAXMiami International Holdings, Inc.$1.2M0.01%29,604CommonSOLE
23804L103DDOGDatadog, Inc. Class A$1.1M0.01%9,682CommonSOLE
53220K504LGNDLigand Pharmaceuticals Incorporated$1.1M0.00%5,689CommonSOLE
80810D103SDGRSchrodinger, Inc.$1.1M0.00%96,279CommonSOLE
92532F100VRTXVertex Pharmaceuticals Incorporated$1.1M0.00%2,433CommonSOLE
252131107DXCMDexCom, Inc.$1.1M0.00%16,752CommonSOLE
009066101ABNBAirbnb, Inc. Class A$1.0M0.00%8,274CommonSOLE
81762P102NOWServiceNow, Inc.$1.0M0.00%9,697CommonNONE
Y95308105WVEWave Life Sciences Ltd.$1.0M0.00%139,218CommonSOLE
741511109PSMTPriceSmart, Inc.$1.0M0.00%6,705CommonSOLE
518613203LAURLaureate Education, Inc.$1.0M0.00%28,850CommonSOLE
538034109LYVLive Nation Entertainment, Inc.$974,9960.00%6,393CommonNONE
03945R102ACHRArcher Aviation Inc Class A$970,2750.00%187,674CommonSOLE
834203309SLNOSoleno Therapeutics Inc$944,6380.00%28,215CommonSOLE
29082A107EMBJEmbraer S.A. Sponsored ADR$937,3350.00%15,796CommonSOLE
44980X109IPGPIPG Photonics Corporation$933,5650.00%8,147CommonSOLE
015564503ALAIAlger AI Enablers & Adopters ETF$928,5560.00%28,104CommonSOLE
57636Q104MAMastercard Incorporated Class A$896,3900.00%1,794CommonNONE
G96115103WYFIWhiteFiber, Inc.$882,4120.00%74,090CommonSOLE
767292105RIOTRiot Platforms, Inc.$879,1920.00%71,132CommonSOLE
98978V103ZTSZoetis, Inc. Class A$863,5240.00%7,305CommonSOLE
21874A106CORZCore Scientific Inc$849,6380.00%56,794CommonSOLE
781154109RBRKRubrik, Inc. Class A$830,9230.00%16,968CommonSOLE
65290E101NXTNextpower Inc. Class A$725,4700.00%6,018CommonSOLE
H42097107UBSUBS Group AG$706,6590.00%18,087CommonNONE
88322Q108TGTXTG Therapeutics, Inc.$617,4930.00%18,588CommonSOLE
00404A109ACHCAcadia Healthcare Company, Inc.$599,4860.00%25,630CommonSOLE
26875P101EOGEOG Resources, Inc.$592,0140.00%4,095CommonNONE
79466L302CRMSalesforce, Inc.$587,7850.00%3,149CommonSOLE
15117B202CLDXCelldex Therapeutics, Inc.$585,3610.00%18,454CommonSOLE
81728A207SNSESensei Biotherapeutics, Inc.$577,9820.00%18,337CommonSOLE
404280406HSBCHSBC Holdings PLC Sponsored ADR$563,7420.00%6,653CommonNONE
G5S37H101MRXMarex Group plc$561,2620.00%12,590CommonNONE
558868105MDGLMadrigal Pharmaceuticals, Inc.$543,8850.00%1,039CommonSOLE
983793100XPOXPO, Inc.$536,3740.00%2,757CommonSOLE
278865100ECLEcolab Inc.$527,3650.00%1,977CommonSOLE
64073B103NPNeptune Insurance Holdings, Inc. Class A$521,2940.00%21,550CommonSOLE
45104G104IBNICICI Bank Limited Sponsored ADR$520,4860.00%20,096CommonSOLE
G0260P102ASAmer Sports, Inc.$515,4610.00%15,658CommonSOLE
336433107FSLRFirst Solar, Inc.$514,8490.00%2,610CommonSOLE
052769106ADSKAutodesk, Inc.$505,8520.00%2,113CommonSOLE
M8740S227TATTTAT Technologies Ltd.$497,6770.00%12,249CommonNONE
L1995B107CAAPCorporacion America Airports S.A.$474,5670.00%18,765CommonSOLE
92338C103VLTOVeralto Corporation$461,4340.00%5,211CommonSOLE
00846U101AAgilent Technologies, Inc.$437,5200.00%3,830CommonSOLE
471024109JANJanus Living, Inc. Class A$421,3370.00%17,876CommonSOLE
144285103CRSCarpenter Technology Corporation$420,9520.00%1,068CommonNONE
09581B103OWLBlue Owl Capital, Inc. Class A$418,6560.00%45,855CommonSOLE
98419M100XYLXylem Inc.$411,4390.00%3,443CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$398,8960.00%6,172CommonNONE
93403J106WRBYWarby Parker, Inc. Class A$374,9830.00%17,797CommonSOLE
456837103INGING Groep N.V. Sponsored ADR$371,1340.00%14,247CommonNONE
88162G103TTEKTetra Tech, Inc.$368,5780.00%12,237CommonSOLE
N90064101QUREuniQure N.V.$354,0590.00%21,655CommonSOLE
896239100TRMBTrimble Inc.$327,2590.00%5,017CommonSOLE
65487K100LASRnLIGHT, Inc.$320,5090.00%5,621CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$317,8530.00%1,198CommonNONE
44930G107ICUIICU Medical, Inc.$316,9340.00%2,454CommonSOLE
125141101CECOCECO Environmental Corp.$311,6030.00%5,230CommonNONE
112463104BKDBrookdale Senior Living Inc.$290,5630.00%21,240CommonSOLE
57777K106MXCTMaxCyte, Inc.$271,6340.00%386,667CommonSOLE
218352102CORTCorcept Therapeutics Incorporated.$251,8570.00%6,248CommonSOLE
91332U101UUnity Software, Inc.$242,7220.00%11,063CommonSOLE
172755100CRUSCirrus Logic, Inc.$233,9950.00%1,618CommonSOLE
98980L101ZNGAZoom Communications, Inc. Class A$229,8350.00%2,859CommonSOLE
30161Q104EXELExelixis, Inc.$229,4190.00%5,349CommonSOLE
256163106DOCUDocuSign, Inc.$228,7530.00%4,825CommonSOLE
00737L103CVSACovista Inc.$227,3880.00%1,973CommonNONE
12510Q100CCCCCC Intelligent Solutions Holdings Inc$224,1120.00%37,352CommonSOLE
90364P105PATHUiPath, Inc. Class A$223,6650.00%20,150CommonSOLE
G50871105JAZZJazz Pharmaceuticals Public Limited Company$223,4570.00%1,182CommonSOLE
358039105FRPTFreshpet Inc$221,5130.00%3,757CommonNONE
268150109DTDynatrace, Inc.$221,2880.00%5,984CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$220,1380.00%1,671CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$218,6570.00%283CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$215,7470.00%4,770CommonSOLE
N14506104ESTCElastic NV$214,9570.00%4,300CommonSOLE
443573100HUBSHubSpot, Inc.$214,5640.00%879CommonNONE
74624M102PEverpure, Inc. Class A$214,5510.00%3,634CommonSOLE
98980F104GTMZoomInfo Technologies Inc$213,7730.00%35,748CommonSOLE
452327109ILMNIllumina, Inc.$213,1170.00%1,729CommonSOLE
45337C102INCYIncyte Corporation$212,3350.00%2,256CommonSOLE
76680R206RNGRingCentral, Inc. Class A$211,7600.00%5,694CommonSOLE
698884103PARPAR Technology Corporation$211,2270.00%15,846CommonSOLE
72352L106PINSPinterest, Inc. Class A$211,0570.00%11,508CommonSOLE
13100M509CALXCalix, Inc.$209,4320.00%4,275CommonNONE
09061G101BMRNBioMarin Pharmaceutical Inc.$208,4480.00%3,690CommonSOLE
380237107GDDYGoDaddy, Inc. Class A$207,9150.00%2,515CommonSOLE
25659T107DLBDolby Laboratories, Inc. Class A$206,7270.00%3,442CommonSOLE
25862V105DVDoubleVerify Holdings, Inc.$204,8770.00%21,566CommonSOLE
69343T107PJTPJT Partners, Inc. Class A$204,6900.00%1,465CommonNONE
671044105OSISOSI Systems, Inc.$204,1770.00%769CommonSOLE
98138H101WDAYWorkday, Inc. Class A$202,5450.00%1,559CommonSOLE
70432V102PAYCPaycom Software, Inc.$202,1210.00%1,663CommonSOLE
705573103PEGAPegasystems Inc.$201,7340.00%4,740CommonSOLE
29786A106ETSYEtsy, Inc.$200,3200.00%4,008CommonSOLE
517125100LRMRLarimar Therapeutics, Inc.$95,7020.00%21,267CommonSOLE
12674W109CABACabaletta Bio, Inc.$62,2920.00%23,157CommonSOLE

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.