MondegarAI
Altshuler Shaham Ltd

Q2 2024 · 13F-HR

Altshuler Shaham Ltdholdings as filed

Filed 2024-08-14 · accession 0001213900-24-068585

$2.94B
Reported value
305
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$550.0M18.7%1,230,538CommonSOLE
023135106AMZNAMAZON COM INC$451.3M15.4%2,335,123CommonSOLE
67077M108NTRNUTRIEN LTD$305.0M10.4%5,990,374CommonSOLE
68389X105ORCLORACLE CORP$219.2M7.46%1,552,580CommonSOLE
M53213100ICLICL GROUP LTD$189.2M6.44%44,119,257CommonSOLE
M3760D101ESLTELBIT SYS LTD$161.2M5.49%912,307CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$150.5M5.12%444,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$150.2M5.12%1,142,226CommonSOLE
244199105DEDEERE & CO$136.8M4.66%366,264CommonSOLE
747525103QCOMQUALCOMM INC$132.5M4.51%665,448CommonSOLE
149123101CATCATERPILLAR INC$91.6M3.12%275,011CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$79.8M2.72%5,010,644CommonSOLE
278642103EBAYEBAY INC.$71.6M2.44%1,332,700CommonSOLE
Y46717107KENKENON HLDGS LTD$65.6M2.23%2,627,040CommonSOLE
50187T106LGIHLGI HOMES INC$40.7M1.39%454,760CommonSOLE
12572Q905CME GROUP INC$19.5M0.66%5,027CALLSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$18.2M0.62%1,573,156CommonSOLE
12572Q955CME GROUP INC$9.0M0.31%12,169PUTSOLE
02079K305GOOGLALPHABET INC$7.4M0.25%40,590CommonSOLE
40434L105HPQHP INC$5.6M0.19%158,745CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$4.5M0.15%277,920CommonSOLE
36828A101GEVGE VERNOVA INC$3.9M0.13%22,629CommonSOLE
009066101ABNBAIRBNB INC$3.4M0.12%22,622CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.4M0.12%70,270CommonSOLE
433539202HIPOHIPPO HLDGS INC$2.7M0.09%157,997CommonSOLE
64110L106NFLXNETFLIX INC$2.5M0.08%3,653CommonSOLE
03831W108APPAPPLOVIN CORP$2.3M0.08%28,153CommonSOLE
30303M102METAMETA PLATFORMS INC$2.3M0.08%4,591CommonSOLE
780259305SHELSHELL PLC$2.3M0.08%32,000CommonSOLE
88160R101TSLATESLA INC$2.1M0.07%10,853CommonSOLE
M7516K103NVMINOVA LTD$1.9M0.07%8,189CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M0.06%10,972CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.9M0.06%3,420CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.8M0.06%8,800CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.8M0.06%22,500CommonSOLE
M8744T106TBLATABOOLA.COM LTD$1.7M0.06%654,373CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.06%8,102CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.05%16,541CommonSOLE
653656108NICENICE LTD$1.5M0.05%8,699CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.4M0.05%27,000CommonSOLE
171779309CIENCIENA CORP$1.4M0.05%29,200CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.05%3,000CommonSOLE
405552100HLNHALEON PLC$1.3M0.05%163,200CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.3M0.05%10,744CommonSOLE
037833100AAPLAPPLE INC$1.3M0.04%6,136CommonSOLE
M20791105CAMTCAMTEK LTD$1.3M0.04%10,083CommonSOLE
69370C100PTCPTC INC$1.1M0.04%6,062CommonSOLE
M7S750159NYAXNAYAX LTD$1.0M0.03%47,467CommonSOLE
74340E103PGNYPROGYNY INC$1.0M0.03%35,004CommonSOLE
060505104BACBANK AMERICA CORP$992,9770.03%24,968CommonSOLE
30050B101EVHEVOLENT HEALTH INC$877,1490.03%45,876CommonSOLE
G02602103DOXAMDOCS LTD$857,5450.03%10,866CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$828,6600.03%14,000CommonSOLE
931142103WMTWALMART INC$826,8070.03%12,211CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$805,1580.03%3,690CommonSOLE
571903202MARMARRIOTT INTL INC NEW$730,1450.02%3,020CommonSOLE
336433107FSLRFIRST SOLAR INC$726,4320.02%3,222CommonSOLE
448579102HHYATT HOTELS CORP$700,6550.02%4,612CommonSOLE
M78673114PERIPERION NETWORK LTD$696,0890.02%84,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$651,5810.02%510CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$604,8100.02%15,374CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$600,4920.02%2,334CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$596,2230.02%25,447CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$585,8460.02%1,867CommonSOLE
16115Q308GTLSCHART INDS INC$577,3600.02%4,000CommonSOLE
92338C103VLTOVERALTO CORP$572,8200.02%6,000CommonSOLE
45167R104IEXIDEX CORP$572,6150.02%2,846CommonSOLE
G7S00T104PNRPENTAIR PLC$567,2050.02%7,398CommonSOLE
247361702DALDELTA AIR LINES INC DEL$561,1680.02%11,829CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$510,2890.02%10,216CommonSOLE
29355A107ENPHENPHASE ENERGY INC$495,6580.02%4,971CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$493,5310.02%14,471CommonSOLE
346414105FORTYFORMULA SYSTEMS 1985 LTD$478,4640.02%6,711CommonSOLE
009158106APDAIR PRODS & CHEMS INC$454,6840.02%1,762CommonSOLE
H2906T109GRMNGARMIN LTD$451,6140.02%2,772CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$430,2610.01%23,930CommonSOLE
60770K107MRNAMODERNA INC$391,8750.01%3,300CommonSOLE
78643B500ALARALARUM TECHNOLOGIES LTD$308,9550.01%77,424CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$303,6820.01%265,000CommonSOLE
34959E109FTNTFORTINET INC$280,9180.01%4,661CommonSOLE
368736104GNRCGENERAC HLDGS INC$264,4400.01%2,000CommonSOLE
008940116AISPWAIRSHIP AI HLDGS INC$239,4660.01%664,999CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$225,8050.01%57CommonSOLE
74340W103PLDPROLOGIS INC.$224,6200.01%2,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$221,9650.01%3,054CommonSOLE
58733R102MELIMERCADOLIBRE INC$198,8510.01%121CommonSOLE
16679L109CHWYCHEWY INC$190,6800.01%7,000CommonSOLE
37637K108GTLBGITLAB INC$178,9920.01%3,600CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$158,4600.01%2,000CommonSOLE
654106103NKENIKE INC$150,7400.01%2,000CommonSOLE
747525953QUALCOMM INC$133,1550.00%99PUTSOLE
654484153NIOBWNIOCORP DEVS LTD$113,6800.00%489,999CommonSOLE
306121112FBYDWFALCONS BEYOND GLOBAL INC$111,1690.00%91,875CommonSOLE
345523203FRSXUSDFORESIGHT AUTONOMOUS HLDGS L$96,4690.00%2,948,177CommonSOLE
172967424CCITIGROUP INC$95,1900.00%1,500CommonSOLE
06738E204BCSBARCLAYS PLC$85,6800.00%8,000CommonSOLE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$76,1280.00%2,600CommonSOLE
89151E109TTENTOTALENERGIES SE$66,6800.00%1,000CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$65,2050.00%4,500CommonSOLE
46121Y201IPIINTREPID POTASH INC$58,5750.00%2,500CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$53,2200.00%6,000CommonSOLE
88105P111TERRAN ORBITAL CORPORATION$52,4000.00%436,663CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$48,7740.00%2,200CommonSOLE
704551100BTUPEABODY ENERGY CORP$44,2400.00%2,000CommonSOLE
G3218G117EVE MOBILITY ACQUISITION COR$39,6000.00%359,998CommonSOLE
G8210L121SLAM CORP$38,0950.00%153,114CommonSOLE
88160R951TESLA INC$36,3000.00%300PUTSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$33,7870.00%1,596CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$33,2340.00%470CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$32,6000.00%800CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$31,9510.00%804CommonSOLE
963320106WHRWHIRLPOOL CORP$31,7840.00%311CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$31,0510.00%658CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$30,9000.00%12,020CommonSOLE
00206R102TAT&T INC$30,4040.00%1,591CommonSOLE
00090Q103ADTADT INC DEL$30,1190.00%3,963CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$29,8960.00%100CommonSOLE
783549108RRYDER SYS INC$29,3600.00%237CommonSOLE
103304101BYDBOYD GAMING CORP$29,2580.00%531CommonSOLE
91913Y100VLOVALERO ENERGY CORP$29,1570.00%186CommonSOLE
37045V100GMGENERAL MTRS CO$29,0840.00%626CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$28,8270.00%699CommonSOLE
00912X302ALAIR LEASE CORP$28,8030.00%606CommonSOLE
68268W103OMFONEMAIN HLDGS INC$28,7060.00%592CommonSOLE
03743Q108APAAPA CORPORATION$28,6450.00%973CommonSOLE
56585A102MPCMARATHON PETE CORP$28,4510.00%164CommonSOLE
403949100DINOHF SINCLAIR CORP$28,3770.00%532CommonSOLE
20030N101CMCSACOMCAST CORP NEW$28,3520.00%724CommonSOLE
H11356104BGBUNGE GLOBAL SA$28,2940.00%265CommonSOLE
126650100CVSCVS HEALTH CORP$28,1130.00%476CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$27,9280.00%462CommonSOLE
69047Q102OVVOVINTIV INC$27,7470.00%592CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$27,7280.00%1,464CommonSOLE
876030107TPRTAPESTRY INC$27,6850.00%647CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$27,6530.00%177CommonSOLE
501044101KRKROGER CO$27,6110.00%553CommonSOLE
011659109ALKALASKA AIR GROUP INC$27,5930.00%683CommonSOLE
354613101BENFRANKLIN RESOURCES INC$27,3790.00%1,225CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$27,3650.00%465CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$27,2450.00%536CommonSOLE
61945C103MOSMOSAIC CO NEW$27,0790.00%937CommonSOLE
001084102AGCOAGCO CORP$26,6230.00%272CommonSOLE
042735100ARWARROW ELECTRS INC$26,0840.00%216CommonSOLE
521865204LEALEAR CORP$25,9260.00%227CommonSOLE
099724106BWABORGWARNER INC$25,7280.00%798CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$25,7010.00%1,670CommonSOLE
95082P105WCCWESCO INTL INC$25,6800.00%162CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$25,5030.00%221CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$25,3270.00%261CommonSOLE
872540109TJXTJX COS INC NEW$25,3230.00%230CommonSOLE
693656100PVHPVH CORPORATION$24,7740.00%234CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$24,2640.00%55CommonSOLE
742718109PGPROCTER AND GAMBLE CO$24,2430.00%147CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$23,9330.00%101CommonSOLE
92826C839VVISA INC$23,3600.00%89CommonSOLE
784117103SEICSEI INVTS CO$23,1590.00%358CommonSOLE
23345M107DTMDT MIDSTREAM INC$21,8770.00%308CommonSOLE
438516106HONHONEYWELL INTL INC$21,7810.00%102CommonSOLE
94106L109WMWASTE MGMT INC DEL$21,7610.00%102CommonSOLE
G4923T113IVCWFINVESTCORP EUROPE ACQUISITIO$21,7490.00%299,998CommonSOLE
760759100RSGREPUBLIC SVCS INC$21,5720.00%111CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$21,4190.00%38CommonSOLE
969457100WMBWILLIAMS COS INC$21,3770.00%503CommonSOLE
25400Q113DJTWWTRUMP MEDIA & TECHNOLOGY GRO$21,3000.00%1,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$21,1450.00%153CommonSOLE
032095101APHAMPHENOL CORP NEW$21,0870.00%313CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$21,0810.00%154CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$21,0720.00%100CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$21,0040.00%81CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$21,0030.00%1,057CommonSOLE
872590104TMUST-MOBILE US INC$20,9650.00%119CommonSOLE
191216100KOCOCA COLA CO$20,8770.00%328CommonSOLE
049560105ATOATMOS ENERGY CORP$20,7640.00%178CommonSOLE
337738108FISVFISERV INC$20,7170.00%139CommonSOLE
031100100AMEAMETEK INC$20,6720.00%124CommonSOLE
G29201103ECXECARX HOLDINGS INC$20,6400.00%599,992CommonSOLE
G54950103LINLINDE PLC$20,6240.00%47CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$20,5520.00%44CommonSOLE
03076C106AMPAMERIPRISE FINL INC$20,5050.00%48CommonSOLE
478160104JNJJOHNSON & JOHNSON$20,4620.00%140CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$20,4100.00%203CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20,3400.00%50CommonSOLE
540424108LLOEWS CORP$20,3290.00%272CommonSOLE
718172109PMPHILIP MORRIS INTL INC$20,2660.00%200CommonSOLE
02209S103MOALTRIA GROUP INC$20,1790.00%443CommonSOLE
580135101MCDMCDONALDS CORP$20,1320.00%79CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$20,1180.00%209CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$20,0620.00%717CommonSOLE
12572Q105CMECME GROUP INC$20,0530.00%102CommonSOLE
03073E105CORCENCORA INC$20,0520.00%89CommonSOLE
609207105MDLZMONDELEZ INTL INC$20,0250.00%306CommonSOLE
369550108GDGENERAL DYNAMICS CORP$20,0200.00%69CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$19,9460.00%199CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$19,9070.00%192CommonSOLE
713448108PEPPEPSICO INC$19,7920.00%120CommonSOLE
231561101CWCURTISS WRIGHT CORP$19,7820.00%73CommonSOLE
988498101YUMYUM BRANDS INC$19,6040.00%148CommonSOLE
038336103ATRAPTARGROUP INC$19,5730.00%139CommonSOLE
37611X118DNABWGINKGO BIOWORKS HOLDINGS INC$16,2530.00%576,345CommonSOLE
04687C113ATEKWATHENA TECHNOLOGY ACQ CORP I$15,7950.00%449,999CommonSOLE
550021959LULULEMON ATHLETICA INC$15,5100.00%3PUTSOLE
74365A309PLXPROTALIX BIOTHERAPEUTICS INC$14,2060.00%12,142CommonSOLE
78462F953SPDR S&P 500 ETF TR$12,0000.00%200PUTSOLE
04845A116ATLANTIC COASTAL AQSTN CORP$11,4120.00%142,648CommonSOLE
G7134L118VEEAWPLUM ACQUISITION CORP I$10,9480.00%128,794CommonSOLE
12521H115CF ACQUISITION CORP VII$10,2460.00%152,028CommonSOLE
G0888J124BATTERY FUTURE ACQUISITION C$9,9990.00%504,998CommonSOLE
G7823S101SATLSATELLOGIC INC$9,4740.00%171,946CommonSOLE
62944T105NVRNVR INC$7,5890.00%1CommonSOLE
457679116INNOVID CORP$6,2080.00%95,512CommonSOLE
67066G954NVIDIA CORPORATION$6,0000.00%2,000PUTSOLE
G6332A106STIXFSEMANTIX INC$5,4280.00%441,782CommonSOLE
69882P110PPYAWPAPAYA GRWT OPPORTUNITY CORP$5,1620.00%147,498CommonSOLE
303250104FICOFAIR ISAAC CORP$4,4660.00%3CommonSOLE
00724F101ADBEADOBE INC$4,4440.00%8CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$4,4060.00%6CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$4,2590.00%4CommonSOLE
G50737124JWSWFJAWS MUSTANG ACQUISITION COR$4,2280.00%42,277CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4,2240.00%4CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$4,1940.00%17CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$4,1930.00%3CommonSOLE
482480100KLACKLA CORP$4,1230.00%5CommonSOLE
038222105AMATAPPLIED MATLS INC$4,0120.00%17CommonSOLE
204166102CVLTCOMMVAULT SYS INC$4,0120.00%33CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3,9440.00%13CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3,8600.00%10CommonSOLE
093671105HRBBLOCK H & R INC$3,8500.00%71CommonSOLE
221006109CRVLCORVEL CORP$3,8140.00%15CommonSOLE
974155103WINGWINGSTOP INC$3,8040.00%9CommonSOLE
437076102HDHOME DEPOT INC$3,7870.00%11CommonSOLE
26875P101EOGEOG RES INC$3,7760.00%30CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3,7740.00%14CommonSOLE
775711104ROLROLLINS INC$3,7570.00%77CommonSOLE
553498106MSAMSA SAFETY INC$3,7540.00%20CommonSOLE
526107107LIILENNOX INTL INC$3,7450.00%7CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3,7090.00%21CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$3,7070.00%9CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3,6930.00%12CommonSOLE
29084Q100EMEEMCOR GROUP INC$3,6510.00%10CommonSOLE
142339100CSLCARLISLE COS INC$3,6470.00%9CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$3,6430.00%48CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3,6340.00%58CommonSOLE
19247A100CNSCOHEN & STEERS INC$3,6280.00%50CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,6180.00%11CommonSOLE
30214U102EXPOEXPONENT INC$3,6150.00%38CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3,6140.00%7CommonSOLE
384802104GWWGRAINGER W W INC$3,6090.00%4CommonSOLE
366651107ITGARTNER INC$3,5920.00%8CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$3,5840.00%19CommonSOLE
770323103RHIROBERT HALF INC.$3,5830.00%56CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3,5810.00%12CommonSOLE
384109104GGGGRACO INC$3,5680.00%45CommonSOLE
826917106SIGASIGA TECHNOLOGIES INC$3,5670.00%470CommonSOLE
493732101KFRCKFORCE INC$3,5410.00%57CommonSOLE
624756102MLIMUELLER INDS INC$3,5300.00%62CommonSOLE
548661107LOWLOWES COS INC$3,5270.00%16CommonSOLE
254067101DDSDILLARDS INC$3,5230.00%8CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$3,5190.00%56CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$3,5180.00%59CommonSOLE
831865209AOSSMITH A O CORP$3,5170.00%43CommonSOLE
929236107WDFCWD 40 CO$3,5140.00%16CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3,5100.00%13CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$3,5100.00%31CommonSOLE
257651109DCIDONALDSON INC$3,5060.00%49CommonSOLE
172908105CTASCINTAS CORP$3,5010.00%5CommonSOLE
38526M106LOPEGRAND CANYON ED INC$3,4980.00%25CommonSOLE
404609109HCKTHACKETT GROUP INC$3,4970.00%161CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3,4960.00%27CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$3,4860.00%18CommonSOLE
10948W103AAMIBRIGHTSPHERE INVT GROUP INC$3,4810.00%157CommonSOLE
26969P108EXPEAGLE MATLS INC$3,4790.00%16CommonSOLE
90384S303ULTAULTA BEAUTY INC$3,4730.00%9CommonSOLE
574599106MASMASCO CORP$3,4670.00%52CommonSOLE
311900104FASTFASTENAL CO$3,4560.00%55CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$3,4280.00%54CommonSOLE
07831C103BRBRBELLRING BRANDS INC$3,4280.00%60CommonSOLE
745867101PHMPULTE GROUP INC$3,4130.00%31CommonSOLE
45168D104IDXXIDEXX LABS INC$3,4100.00%7CommonSOLE
371901109GNTXGENTEX CORP$3,4050.00%101CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3,3880.00%12CommonSOLE
00508Y102AYIACUITY BRANDS INC$3,3800.00%14CommonSOLE
35905A109FTDRFRONTDOOR INC$3,3790.00%100CommonSOLE
047649108ATKRATKORE INC$3,3730.00%25CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$3,3680.00%21CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$3,3400.00%31CommonSOLE
398433102GFFGRIFFON CORP$3,3210.00%52CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$3,3050.00%57CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3,1830.00%23CommonSOLE
36251C103GMS1EURGMS INC$3,1440.00%39CommonSOLE
89531P105TREXTREX CO INC$3,1130.00%42CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$3,0860.00%11CommonSOLE
73278L105POOLPOOL CORP$3,0730.00%10CommonSOLE
053332102AZOAUTOZONE INC$2,9640.00%1CommonSOLE
637372202NRCNATIONAL RESH CORP$2,9380.00%128CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2,9040.00%3CommonSOLE
H8817H900TRANSOCEAN LTD$2,4800.00%80CALLSOLE
M6240T109KMDAKAMADA LTD$2,3740.00%473CommonSOLE
023135956AMAZON COM INC$1,5000.00%300PUTSOLE
G8707711410X CAPITAL VENTURE ACQ III$9130.00%110,000CommonSOLE
037833950APPLE INC$8000.00%100PUTSOLE
22160K955COSTCO WHSL CORP NEW$3000.00%30PUTSOLE
66573W115NORTHERN STAR INVSTMNT CORP$30.00%29,998CommonSOLE
532457108LLYELI LILLY & CO$019,207CommonSOLE
N97284108NBISYANDEX N V$01,707CommonSOLE
55616P104MMACYS INC$00CommonSOLE

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.