MondegarAI
Altshuler Shaham Ltd

Q4 2024 · 13F-HR

Altshuler Shaham Ltdholdings as filed

Filed 2025-02-13 · accession 0001213900-25-013585

$2.95B
Reported value
368
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$525.4M17.8%1,246,484CommonSOLE
023135106AMZNAMAZON COM INC$486.9M16.5%2,219,349CommonSOLE
02079K305GOOGLALPHABET INC$331.6M11.2%1,751,573CommonSOLE
68389X105ORCLORACLE CORP$312.3M10.6%1,874,330CommonSOLE
M3760D101ESLTELBIT SYS LTD$217.7M7.39%833,167CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$172.9M5.86%950,000CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$167.8M5.69%2,056,277CommonSOLE
595112103MUMICRON TECHNOLOGY INC$157.6M5.35%1,872,328CommonSOLE
278642103EBAYEBAY INC.$82.1M2.78%1,324,510CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$73.2M2.48%392,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$60.6M2.06%1,005,034CommonSOLE
227046109CROXCROCS INC$50.1M1.70%456,995CommonSOLE
M53213100ICLICL GROUP LTD$48.6M1.65%9,839,883CommonSOLE
Y46717107KENKENON HLDGS LTD$40.2M1.36%1,203,628CommonSOLE
67077M108NTRNUTRIEN LTD$36.8M1.25%823,074CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$17.2M0.58%1,573,156CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$16.4M0.56%947,462CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.8M0.40%89,750CommonSOLE
36828A101GEVGE VERNOVA INC$10.3M0.35%31,377CommonSOLE
40434L105HPQHP INC$9.4M0.32%287,505CommonSOLE
037833100AAPLAPPLE INC$9.3M0.32%37,320CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.6M0.26%198,853CommonSOLE
30303M102METAMETA PLATFORMS INC$6.7M0.23%11,466CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$5.2M0.18%99,861CommonSOLE
88160R101TSLATESLA INC$4.5M0.15%11,568CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$4.4M0.15%196,263CommonSOLE
433539202HIPOHIPPO HLDGS INC$4.2M0.14%157,997CommonSOLE
654106103NKENIKE INC$3.3M0.11%43,654CommonSOLE
M8744T106TBLATABOOLA.COM LTD$3.2M0.11%1,033,853CommonSOLE
03831W108APPAPPLOVIN CORP$2.2M0.07%6,754CommonSOLE
009066101ABNBAIRBNB INC$2.1M0.07%16,151CommonSOLE
68375N103OPKOPKO HEALTH INC$2.1M0.07%1,411,019CommonSOLE
37733W204GSKGSK PLC$1.9M0.07%57,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M0.06%9,562CommonSOLE
780259305SHELSHELL PLC$1.9M0.06%30,000CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.9M0.06%25,854CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$1.8M0.06%2,000,000CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.7M0.06%7,800CommonSOLE
M7516K103NVMINOVA LTD$1.7M0.06%8,518CommonSOLE
060505104BACBANK AMERICA CORP$1.7M0.06%37,898CommonSOLE
24664T903DELEK LOGISTICS PARTNERS LP$1.6M0.05%11,968CommonSOLE
16679L109CHWYCHEWY INC$1.5M0.05%45,900CommonSOLE
64110L106NFLXNETFLIX INC$1.5M0.05%1,683CommonSOLE
008940116AISPWAIRSHIP AI HLDGS INC$1.4M0.05%664,999CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.4M0.05%6,118CommonSOLE
405552100HLNHALEON PLC$1.3M0.04%138,977CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.3M0.04%27,500CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.2M0.04%3,020CommonSOLE
60937P106MDBMONGODB INC$1.2M0.04%5,205CommonSOLE
98980G102ZSZSCALER INC$1.2M0.04%6,680CommonSOLE
06738E204BCSBARCLAYS PLC$1.2M0.04%88,000CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.1M0.04%15,722CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.04%5,750CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$1.0M0.04%38,739CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.04%2,000CommonSOLE
M7518J104ODDODDITY TECH LTD$959,0220.03%22,823CommonSOLE
16115Q308GTLSCHART INDS INC$908,7800.03%4,762CommonSOLE
G02602103DOXAMDOCS LTD$902,4840.03%10,600CommonSOLE
58733R102MELIMERCADOLIBRE INC$894,4310.03%526CommonSOLE
931142103WMTWALMART INC$858,3250.03%9,500CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$800,0000.03%500,000CommonSOLE
60770K107MRNAMODERNA INC$781,7040.03%18,800CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$719,1300.02%3,000CommonSOLE
81730H109SSENTINELONE INC$699,3000.02%31,500CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$687,3520.02%2,781CommonSOLE
571903202MARMARRIOTT INTL INC NEW$658,2980.02%2,360CommonSOLE
M78673114PERIPERION NETWORK LTD$653,1810.02%76,400CommonSOLE
87612E106TGTTARGET CORP$635,3460.02%4,700CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$573,5410.02%1,282CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$569,1410.02%17,937CommonSOLE
247361702DALDELTA AIR LINES INC DEL$557,2660.02%9,211CommonSOLE
464287902ISHARES TR$553,9450.02%1,505CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$541,0530.02%10,294CommonSOLE
346414105FORTYFORMULA SYSTEMS 1985 LTD$535,7310.02%6,385CommonSOLE
336433107FSLRFIRST SOLAR INC$528,1910.02%2,997CommonSOLE
G7S00T104PNRPENTAIR PLC$514,0690.02%5,108CommonSOLE
448579102HHYATT HOTELS CORP$505,0050.02%3,217CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$487,0170.02%2,177CommonSOLE
92840M102VSTVISTRA CORP$486,8190.02%3,531CommonSOLE
80105N105SNYSANOFI$482,3000.02%10,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$446,0830.02%352CommonSOLE
92338C103VLTOVERALTO CORP$421,9650.01%4,143CommonSOLE
45167R104IEXIDEX CORP$411,2550.01%1,965CommonSOLE
H2906T109GRMNGARMIN LTD$387,1500.01%1,877CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$374,3320.01%21,366CommonSOLE
009158956AIR PRODS & CHEMS INC$352,9790.01%1,217CommonSOLE
G29183103ETNEATON CORP PLC$349,4590.01%1,053CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$337,1040.01%315,000CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$319,6210.01%11,665CommonSOLE
653656108NICENICE LTD$311,8770.01%1,831CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$283,2000.01%57CommonSOLE
74762E102QUREQUANTA SVCS INC$279,7040.01%885CommonSOLE
87422Q109TLNTALEN ENERGY CORP$248,2110.01%1,232CommonSOLE
M7S750159NYAXNAYAX LTD$232,9410.01%7,947CommonSOLE
72352L106PINSPINTEREST INC$217,5000.01%7,500CommonSOLE
594972908MICROSTRATEGY INC$214,1550.01%32CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$214,1240.01%1,381CommonSOLE
G8068L108SNSHARKNINJA INC$208,8370.01%2,145CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$192,8160.01%1,290CommonSOLE
747525103QCOMQUALCOMM INC$192,4860.01%1,253CommonSOLE
835699907SONY GROUP CORP$179,3520.01%531,786CommonSOLE
25746U109DDOMINION ENERGY INC$175,9070.01%3,266CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$175,6060.01%1,904CommonSOLE
629377508NRGNRG ENERGY INC$172,8620.01%1,916CommonSOLE
74340W103PLDPROLOGIS INC.$158,5500.01%1,500CommonSOLE
91332U101UUNITY SOFTWARE INC$157,2900.01%7,000CommonSOLE
M20791105CAMTCAMTEK LTD$142,4220.00%1,743CommonSOLE
969457100WMBWILLIAMS COS INC$141,3610.00%2,612CommonSOLE
013872106AAALCOA CORP$141,2970.00%3,740CommonSOLE
65339F101NEENEXTERA ENERGY INC$140,0820.00%1,954CommonSOLE
443510607HUBBHUBBELL INC$139,4900.00%333CommonSOLE
67079K100SMRNUSCALE PWR CORP$138,9750.00%7,751CommonSOLE
559166103MGICMAGIC SOFTWARE ENTERPRISES L$137,6400.00%11,293CommonSOLE
742718909PROCTER AND GAMBLE CO$136,8860.00%40CommonSOLE
842587107SOSOUTHERN CO$125,3730.00%1,523CommonSOLE
M87915904TOWER SEMICONDUCTOR LTD$121,4930.00%50CommonSOLE
437076902HOME DEPOT INC$115,3990.00%10CommonSOLE
29084Q100EMEEMCOR GROUP INC$108,0280.00%238CommonSOLE
45841N907INTERACTIVE BROKERS GROUP IN$106,4470.00%10CommonSOLE
29364G103ETRENTERGY CORP NEW$105,7690.00%1,395CommonSOLE
816851109SRESEMPRA$105,6150.00%1,204CommonSOLE
172967424CCITIGROUP INC$105,5850.00%1,500CommonSOLE
78462F903SPDR S&P 500 ETF TR$105,5290.00%10CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$105,1060.00%1,244CommonSOLE
92939U106WECWEC ENERGY GROUP INC$104,8550.00%1,115CommonSOLE
98389B100XELXCEL ENERGY INC$104,7240.00%1,551CommonSOLE
13321L108CCJCAMECO CORP$103,4480.00%2,013CommonSOLE
594972958MICROSTRATEGY INC$100,4700.00%120CommonSOLE
931142903WALMART INC$87,4470.00%29CommonSOLE
306121112FBYDWFALCONS BEYOND GLOBAL INC$83,6060.00%91,875CommonSOLE
Y81669106GASSSTEALTHGAS INC$81,9250.00%14,500CommonSOLE
576323109MTZMASTEC INC$70,6570.00%519CommonSOLE
077454106BDCBELDEN INC$70,5210.00%1,960CommonSOLE
878742204TECKTECK RESOURCES LTD$69,9950.00%1,727CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$69,7300.00%626CommonSOLE
26884L109EQTEQT CORP$69,7180.00%1,512CommonSOLE
03674X106ARANTERO RESOURCES CORP$69,6440.00%1,987CommonSOLE
231561101CWCURTISS WRIGHT CORP$69,5550.00%196CommonSOLE
199908104FIXCOMFORT SYS USA INC$69,1220.00%163CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$67,9200.00%8,000CommonSOLE
65290E101NXTNEXTRACKER INC$67,5810.00%1,850CommonSOLE
916896103UECURANIUM ENERGY CORP$67,2410.00%10,051CommonSOLE
G7823S101SATLSATELLOGIC INC$63,0870.00%171,946CommonSOLE
704551100BTUPEABODY ENERGY CORP$60,7260.00%2,900CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$57,8700.00%4,500CommonSOLE
46121Y201IPIINTREPID POTASH INC$54,8000.00%2,500CommonSOLE
89151E109TTENTOTALENERGIES SE$54,5000.00%1,000CommonSOLE
345523203FRSXUSDFORESIGHT AUTONOMOUS HLDGS L$53,3540.00%982,731CommonSOLE
65340P106NXENEXGEN ENERGY LTD$51,0640.00%7,737CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$48,6250.00%730CommonSOLE
654484153NIOBWNIOCORP DEVS LTD$45,5700.00%489,999CommonSOLE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$45,0840.00%2,600CommonSOLE
012653101ALBALBEMARLE CORP$43,0400.00%500CommonSOLE
756109904REALTY INCOME CORP$36,5400.00%84CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$33,9360.00%2,137CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$32,2050.00%1,500CommonSOLE
011659109ALKALASKA AIR GROUP INC$30,8860.00%477CommonSOLE
G29201103ECXECARX HOLDINGS INC$30,0000.00%599,992CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$29,0880.00%800CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$28,6310.00%11,854CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$27,8700.00%3,000CommonSOLE
963320106WHRWHIRLPOOL CORP$27,1320.00%237CommonSOLE
03743Q108APAAPA CORPORATION$26,9690.00%1,168CommonSOLE
92826C839VVISA INC$26,2310.00%83CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$26,1870.00%530CommonSOLE
37045V100GMGENERAL MTRS CO$25,8890.00%486CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$25,8020.00%49CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$25,7040.00%139CommonSOLE
576485205MTDRMATADOR RES CO$25,3730.00%451CommonSOLE
150870103CECELANESE CORP DEL$25,3310.00%366CommonSOLE
902681105UGIUGI CORP NEW$25,3220.00%897CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$25,3110.00%501CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$25,2200.00%388CommonSOLE
00206R102TAT&T INC$25,0930.00%1,102CommonSOLE
478160104JNJJOHNSON & JOHNSON$24,8750.00%172CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$24,7870.00%212CommonSOLE
872540109TJXTJX COS INC NEW$24,7660.00%205CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$24,7280.00%272CommonSOLE
256677105DGDOLLAR GEN CORP NEW$24,7170.00%326CommonSOLE
69047Q102OVVOVINTIV INC$24,6240.00%608CommonSOLE
783549108RRYDER SYS INC$24,4700.00%156CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$24,3940.00%610CommonSOLE
83444M101SOLVSOLVENTUM CORP$24,3760.00%369CommonSOLE
00912X302ALAIR LEASE CORP$24,3460.00%505CommonSOLE
521865204LEALEAR CORP$24,3380.00%257CommonSOLE
693656100PVHPVH CORPORATION$24,3230.00%230CommonSOLE
042735100ARWARROW ELECTRS INC$24,3210.00%215CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$24,2970.00%50CommonSOLE
501889208LKQLKQ CORP$24,1450.00%657CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$24,0740.00%420CommonSOLE
N20944109CNHCNH INDL N V$23,9970.00%2,118CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$23,9430.00%691CommonSOLE
62955J103NOVNOV INC$23,9000.00%1,637CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$23,6960.00%150CommonSOLE
099724106BWABORGWARNER INC$23,6840.00%745CommonSOLE
68268W103OMFONEMAIN HLDGS INC$23,6150.00%453CommonSOLE
00090Q103ADTADT INC DEL$23,6050.00%3,416CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$23,5810.00%93CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$23,5740.00%51CommonSOLE
364760108GAPGAP INC$23,5590.00%997CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$23,3690.00%714CommonSOLE
H11356104BGBUNGE GLOBAL SA$23,3280.00%300CommonSOLE
88033G407THCTENET HEALTHCARE CORP$23,1000.00%183CommonSOLE
25400Q113DJTWWTRUMP MEDIA & TECHNOLOGY GRO$23,0650.00%1,000CommonSOLE
G98239109XPXP INC$22,8590.00%1,929CommonSOLE
20030N101CMCSACOMCAST CORP NEW$22,8560.00%609CommonSOLE
74365A309PLXPROTALIX BIOTHERAPEUTICS INC$22,8270.00%12,142CommonSOLE
037833900APPLE INC$22,6750.00%10CommonSOLE
191216100KOCOCA COLA CO$21,6040.00%347CommonSOLE
540424108LLOEWS CORP$21,3420.00%252CommonSOLE
125896100CMSCMS ENERGY CORP$21,3280.00%320CommonSOLE
65473P105NINISOURCE INC$21,3210.00%580CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$21,2630.00%662CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$21,2580.00%238CommonSOLE
438516106HONHONEYWELL INTL INC$21,2340.00%94CommonSOLE
H1467J104CBCHUBB LIMITED$20,9990.00%76CommonSOLE
30034W106EVRGEVERGY INC$20,9890.00%341CommonSOLE
988498101YUMYUM BRANDS INC$20,9290.00%156CommonSOLE
78409V104SPGIS&P GLOBAL INC$20,9170.00%42CommonSOLE
049560105ATOATMOS ENERGY CORP$20,8910.00%150CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20,8510.00%46CommonSOLE
337932107FEFIRSTENERGY CORP$20,8050.00%523CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$20,7840.00%71CommonSOLE
670837103OGEOGE ENERGY CORP$20,7080.00%502CommonSOLE
12572Q105CMECME GROUP INC$20,6680.00%89CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$20,6670.00%269CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$20,6280.00%197CommonSOLE
742718109PGPROCTER AND GAMBLE CO$20,6210.00%123CommonSOLE
69351T106PPLPPL CORP$20,6120.00%635CommonSOLE
G7134L118VEEAWPLUM ACQUISITION CORP I$20,6070.00%128,794CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$20,5780.00%191CommonSOLE
756109104OREALTY INCOME CORP$20,5630.00%385CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$20,5630.00%138CommonSOLE
337738108FISVFISERV INC$20,5420.00%100CommonSOLE
713448108PEPPEPSICO INC$20,5280.00%135CommonSOLE
609207105MDLZMONDELEZ INTL INC$20,3680.00%341CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$20,3610.00%65CommonSOLE
451107106IDAIDACORP INC$20,3260.00%186CommonSOLE
436440101HO1HOLOGIC INC$20,2570.00%281CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$20,2270.00%420CommonSOLE
760759100RSGREPUBLIC SVCS INC$20,1180.00%100CommonSOLE
126650100CVSCVS HEALTH CORP$20,0660.00%447CommonSOLE
209115104EDCONSOLIDATED EDISON INC$19,9880.00%224CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$19,9670.00%94CommonSOLE
053611109AVYAVERY DENNISON CORP$19,8360.00%106CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$19,7540.00%38CommonSOLE
G54950103LINLINDE PLC$19,6770.00%47CommonSOLE
872590104TMUST-MOBILE US INC$19,6450.00%89CommonSOLE
038336103ATRAPTARGROUP INC$19,6380.00%125CommonSOLE
285512109EAELECTRONIC ARTS INC$18,8730.00%129CommonSOLE
G8210L121SLAM CORP$18,5260.00%153,114CommonSOLE
H17182958CRISPR THERAPEUTICS AG$16,2050.00%10CommonSOLE
G3218G117EVE MOBILITY ACQUISITION COR$16,2000.00%359,998CommonSOLE
538146101LPSNUSDLIVEPERSON INC$13,7140.00%7,939CommonSOLE
G0888J124BATTERY FUTURE ACQUISITION C$12,1250.00%484,998CommonSOLE
457679116INNOVID CORP$10,4970.00%95,512CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$9,4800.00%600CommonSOLE
04845A108ATLANTIC COASTAL AQSTN CORP$8,9160.00%142,648CommonSOLE
04687C113ATEKWATHENA TECHNOLOGY ACQ CORP I$8,7330.00%409,999CommonSOLE
464287952ISHARES TR$8,4700.00%35CommonSOLE
62944T105NVRNVR INC$8,1790.00%1CommonSOLE
78463V907SPDR GOLD TR$7,5380.00%5CommonSOLE
037833950APPLE INC$7,3750.00%160CommonSOLE
G4923T113IVCWFINVESTCORP EUROPE ACQUISITIO$6,0420.00%284,998CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$5,0640.00%110CommonSOLE
78463V957SPDR GOLD TR$4,7000.00%5CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4,5890.00%12CommonSOLE
92343E102VRSNVERISIGN INC$4,5530.00%22CommonSOLE
78462F953SPDR S&P 500 ETF TR$4,5210.00%300CommonSOLE
26210C104DBXDROPBOX INC$4,3860.00%146CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,3490.00%10CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$4,3280.00%69CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4,2210.00%12CommonSOLE
384802104GWWGRAINGER W W INC$4,2160.00%4CommonSOLE
55354G100MSCIMSCI INC$4,2000.00%7CommonSOLE
45168D104IDXXIDEXX LABS INC$4,1340.00%10CommonSOLE
784117103SEICSEI INVTS CO$4,1240.00%50CommonSOLE
38526M106LOPEGRAND CANYON ED INC$4,0950.00%25CommonSOLE
704326107PAYXPAYCHEX INC$4,0660.00%29CommonSOLE
34959E109FTNTFORTINET INC$4,0630.00%43CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4,0620.00%31CommonSOLE
518613203LAURLAUREATE EDUCATION INC$4,0600.00%222CommonSOLE
189054109CLXCLOROX CO DEL$4,0600.00%25CommonSOLE
626755102MUSAMURPHY USA INC$4,0140.00%8CommonSOLE
221006109CRVLCORVEL CORP$4,0050.00%36CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$3,9940.00%90CommonSOLE
404609109HCKTHACKETT GROUP INC$3,9940.00%130CommonSOLE
90353W103UIUBIQUITI INC$3,9830.00%12CommonSOLE
303250104FICOFAIR ISAAC CORP$3,9820.00%2CommonSOLE
72703H901PLANET FITNESS INC$3,9810.00%1CommonSOLE
770323103RHIROBERT HALF INC.$3,9460.00%56CommonSOLE
26875P101EOGEOG RES INC$3,9230.00%32CommonSOLE
98978V103ZTSZOETIS INC$3,9100.00%24CommonSOLE
30161Q104EXELEXELIXIS INC$3,8960.00%117CommonSOLE
775711104ROLROLLINS INC$3,8930.00%84CommonSOLE
437076102HDHOME DEPOT INC$3,8900.00%10CommonSOLE
831865209AOSSMITH A O CORP$3,8880.00%57CommonSOLE
29977A105EVREVERCORE INC$3,8810.00%14CommonSOLE
366651107ITGARTNER INC$3,8760.00%8CommonSOLE
02209S103MOALTRIA GROUP INC$3,8690.00%74CommonSOLE
556269108SHOOMADDEN STEVEN LTD$3,8690.00%91CommonSOLE
493732101KFRCKFORCE INC$3,8560.00%68CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3,8560.00%14CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3,8510.00%32CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$3,8430.00%17CommonSOLE
257651109DCIDONALDSON INC$3,8390.00%57CommonSOLE
35905A109FTDRFRONTDOOR INC$3,8270.00%70CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3,7970.00%41CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$3,7870.00%48CommonSOLE
19247A100CNSCOHEN & STEERS INC$3,7860.00%41CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$3,7830.00%14CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$3,7820.00%35CommonSOLE
482480100KLACKLA CORP$3,7810.00%6CommonSOLE
574599106MASMASCO CORP$3,7740.00%52CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$3,7660.00%34CommonSOLE
50050N103KTBKONTOOR BRANDS INC$3,7580.00%44CommonSOLE
093671105HRBBLOCK H & R INC$3,7520.00%71CommonSOLE
73278L105POOLPOOL CORP$3,7500.00%11CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3,7390.00%11CommonSOLE
104932116BNAIWBRAND ENGAGEMENT NETWORK INC$3,7270.00%66,666CommonSOLE
64110D104NTAPNETAPP INC$3,7150.00%32CommonSOLE
548661107LOWLOWES COS INC$3,7020.00%15CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,6940.00%10CommonSOLE
142339100CSLCARLISLE COS INC$3,6880.00%10CommonSOLE
920253101VMIVALMONT INDS INC$3,6800.00%12CommonSOLE
74319R101PRGPROG HOLDINGS INC$3,6770.00%87CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$3,6750.00%26CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$3,6710.00%3CommonSOLE
311900104FASTFASTENAL CO$3,6670.00%51CommonSOLE
37611X118DNABWGINKGO BIOWORKS HOLDINGS INC$3,6580.00%576,345CommonSOLE
526107107LIILENNOX INTL INC$3,6560.00%6CommonSOLE
000360206AAONAAON INC$3,6480.00%31CommonSOLE
929236107WDFCWD 40 CO$3,6400.00%15CommonSOLE
149123101CATCATERPILLAR INC$3,6280.00%10CommonSOLE
546347105LPXLOUISIANA PAC CORP$3,6240.00%35CommonSOLE
204166102CVLTCOMMVAULT SYS INC$3,6220.00%24CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$3,5840.00%84CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$3,5710.00%50CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$3,5620.00%19CommonSOLE
00724F101ADBEADOBE INC$3,5570.00%8CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3,5570.00%3CommonSOLE
10948W103AAMIBRIGHTSPHERE INVT GROUP INC$3,5300.00%134CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3,5280.00%20CommonSOLE
759509102RSRELIANCE INC$3,5000.00%13CommonSOLE
745867101PHMPULTE GROUP INC$3,4850.00%32CommonSOLE
172908105CTASCINTAS CORP$3,4710.00%19CommonSOLE
26969P108EXPEAGLE MATLS INC$3,4550.00%14CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3,4300.00%24CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3,3180.00%3CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3,3060.00%102CommonSOLE
053332102AZOAUTOZONE INC$3,2020.00%1CommonSOLE
88105P111TERRAN ORBITAL CORPORATION$3,1400.00%436,663CommonSOLE
M6240T109KMDAKAMADA LTD$2,8680.00%473CommonSOLE
44951W106IESCIES HLDGS INC$2,8130.00%14CommonSOLE
69882P110PPYAWPAPAYA GRWT OPPORTUNITY CORP$2,2110.00%109,998CommonSOLE
46090E953INVESCO QQQ TR$9500.00%50CommonSOLE
04687C105ATEKATHENA TECHNOLOGY ACQ CORP I$8520.00%40,000CommonSOLE
G50737124JWSWFJAWS MUSTANG ACQUISITION COR$8370.00%42,277CommonSOLE
69882P102PPYAPAPAYA GRWT OPPORTUNITY CORP$7540.00%37,500CommonSOLE
G0888J108BATTERY FUTURE ACQUISITION C$6000.00%20,000CommonSOLE
22160K955COSTCO WHSL CORP NEW$5100.00%30CommonSOLE
023135956AMAZON COM INC$3000.00%300CommonSOLE
H8817H900TRANSOCEAN LTD$800.00%80CommonSOLE
66573W115NORTHERN STAR INVSTMNT CORP$750.00%29,998CommonSOLE
G4923T105IVCBFINVESTCORP EUROPE ACQUISITIO$140.00%15,000CommonSOLE
532457108LLYELI LILLY & CO$019,207CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$01,707CommonSOLE
72703H951PLANET FITNESS INC$01CommonSOLE

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.