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Numerai GP LLC

Q4 2023 · 13F-HR

Numerai GP LLCholdings as filed

Filed 2024-02-14 · accession 0001214659-24-002826

$282.5M
Reported value
232
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
629377508NRGNRG ENERGY INC$6.8M2.39%130,667CommonSOLE
920253101VMIVALMONT INDS INC$6.4M2.28%27,564CommonSOLE
440452100HRLHORMEL FOODS CORP$5.9M2.07%182,374CommonSOLE
10576N102BRZEBRAZE INC$5.3M1.89%100,520CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$5.1M1.80%149,805CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.1M1.79%19,832CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$4.3M1.52%210,575CommonSOLE
98139A105WKWORKIVA INC$4.3M1.52%42,273CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$4.2M1.48%402,759CommonSOLE
351858105FNVFRANCO NEV CORP$4.1M1.44%36,661CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$4.0M1.41%63,330CommonSOLE
427866108HSYHERSHEY CO$3.9M1.39%21,034CommonSOLE
346232101FORFORESTAR GROUP INC$3.7M1.30%111,426CommonSOLE
23804L103DDOGDATADOG INC$3.5M1.25%29,130CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$3.4M1.21%113,220CommonSOLE
591520200MEIMETHODE ELECTRS INC$3.4M1.20%149,702CommonSOLE
203607106CBUCOMMUNITY BK SYS INC$3.2M1.14%61,706CommonSOLE
452327109ILMNILLUMINA INC$3.2M1.13%22,935CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.2M1.13%164,162CommonSOLE
74051N1022655957DPREMIER INC$3.1M1.11%139,842CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$3.1M1.08%345,918CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.9M1.04%61,225CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.9M1.03%50,297CommonSOLE
717081103PFEPFIZER INC$2.9M1.02%99,900CommonSOLE
25809K105DASHDOORDASH INC$2.9M1.01%28,956CommonSOLE
G98239109XPXP INC$2.8M1.00%107,979CommonSOLE
26603R106DUOLDUOLINGO INC$2.8M0.98%12,213CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$2.8M0.98%73,404CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$2.7M0.96%8,882CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2.7M0.95%49,381CommonSOLE
372460105GPCGENUINE PARTS CO$2.7M0.95%19,339CommonSOLE
109641100EATBRINKER INTL INC$2.7M0.94%61,757CommonSOLE
06652V208BANRBANNER CORP$2.6M0.93%48,999CommonSOLE
67059N108NTNXNUTANIX INC$2.6M0.92%54,595CommonSOLE
G65773106NATNORDIC AMERICAN TANKERS LIMI$2.6M0.92%619,890CommonSOLE
03831W108APPAPPLOVIN CORP$2.5M0.90%63,831CommonSOLE
72352L106PINSPINTEREST INC$2.5M0.89%68,227CommonSOLE
85225A1078DTSQUARESPACE INC$2.5M0.88%75,460CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$2.5M0.87%49,912CommonSOLE
68134L109OLOGBXOLO INC$2.4M0.84%416,413CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$2.4M0.83%54,799CommonSOLE
92846Q107COCOVITA COCO CO INC$2.3M0.82%90,525CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$2.3M0.81%159,558CommonSOLE
358054104FRSHFRESHWORKS INC$2.3M0.80%95,890CommonSOLE
17243V102CNKCINEMARK HLDGS INC$2.2M0.77%154,204CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$2.0M0.70%442,935CommonSOLE
143658300CCL1EURCARNIVAL CORP$1.9M0.69%104,942CommonSOLE
393657101GBXGREENBRIER COS INC$1.9M0.68%43,512CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.9M0.68%24,255CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$1.9M0.67%132,959CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.8M0.65%11,607CommonSOLE
053604104AVPTAVEPOINT INC$1.8M0.64%220,021CommonSOLE
67077M108NTRNUTRIEN LTD$1.8M0.62%31,327CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$1.7M0.61%117,395CommonSOLE
01988P108MDRXVERADIGM INC$1.7M0.61%165,422CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.7M0.60%12,928CommonSOLE
12662P108CVICVR ENERGY INC$1.7M0.60%56,238CommonSOLE
825698103SPARUSDSHYFT GROUP INC$1.7M0.60%138,831CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.7M0.60%91,513CommonSOLE
983134107WYNNWYNN RESORTS LTD$1.7M0.59%18,278CommonSOLE
311642102FAROFARO TECHNOLOGIES INC$1.6M0.57%71,541CommonSOLE
029683109AMSWAUSDAMER SOFTWARE INC$1.5M0.55%136,807CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.5M0.54%21,259CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$1.5M0.52%13,867CommonSOLE
152006102CGAUCENTERRA GOLD INC$1.4M0.51%239,463CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$1.4M0.50%12,780CommonSOLE
157210105CEVACEVA INC$1.4M0.49%60,837CommonSOLE
053332102AZOAUTOZONE INC$1.4M0.48%529CommonSOLE
563571405MTWMANITOWOC CO INC$1.4M0.48%81,579CommonSOLE
74967X103RHRH$1.4M0.48%4,660CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1.4M0.48%69,576CommonSOLE
G037AX101AMBAAMBARELLA INC$1.3M0.47%21,611CommonSOLE
76156B107RVLVREVOLVE GROUP INC$1.3M0.46%77,930CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.2M0.43%13,949CommonSOLE
89785X101TBITRUEBLUE INC$1.2M0.42%77,187CommonSOLE
872657101TPGTPG INC$1.2M0.41%27,088CommonSOLE
902681105UGIUGI CORP NEW$1.2M0.41%47,534CommonSOLE
349915108FORTUNA SILVER MINES INC$1.2M0.41%300,998CommonSOLE
89854H102TTECTTEC HLDGS INC$1.1M0.40%51,903CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$1.1M0.39%88,513CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.38%1,646CommonSOLE
626755102MUSAMURPHY USA INC$1.1M0.38%3,034CommonSOLE
771049103RBLXROBLOX CORP$1.1M0.38%23,408CommonSOLE
05329W102ANAUTONATION INC$1.1M0.38%7,110CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$1.1M0.37%18,250CommonSOLE
52466B103LZLEGALZOOM COM INC$1.0M0.37%92,622CommonSOLE
405217100HAINHAIN CELESTIAL GROUP INC$1.0M0.37%94,719CommonSOLE
031100100AMEAMETEK INC$1.0M0.37%6,290CommonSOLE
192422103CGNXCOGNEX CORP$1.0M0.36%24,256CommonSOLE
143130102KMXCARMAX INC$983,5770.35%12,817CommonSOLE
092113109BKHBLACK HILLS CORP$977,9520.35%18,127CommonSOLE
631103108NDAQNASDAQ INC$972,7400.34%16,731CommonSOLE
75737F108RDFNREDFIN CORP$960,8750.34%93,108CommonSOLE
901109108TPCTUTOR PERINI CORP$956,2640.34%105,084CommonSOLE
26154D100DFHDREAM FINDERS HOMES INC$952,2750.34%26,802CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$949,0670.34%43,979CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$945,4350.33%32,478CommonSOLE
57776J100MXLMAXLINEAR INC$940,7220.33%39,576CommonSOLE
046224101ASTEASTEC INDS INC$923,1180.33%24,815CommonSOLE
421298100HAYWHAYWARD HLDGS INC$920,7880.33%67,705CommonSOLE
458665304TILEINTERFACE INC$872,7740.31%69,158CommonSOLE
07831C103BRBRBELLRING BRANDS INC$861,7700.31%15,547CommonSOLE
92719V100VMEO*VIMEO INC$823,7530.29%210,141CommonSOLE
835495102SONSONOCO PRODS CO$816,0370.29%14,606CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$814,4000.29%10,318CommonSOLE
743713109PRLBPROTO LABS INC$813,4850.29%20,880CommonSOLE
88830R101TITNTITAN MACHY INC$806,8490.29%27,938CommonSOLE
23331A109DHID R HORTON INC$798,8070.28%5,256CommonSOLE
59001A102MTHMERITAGE HOMES CORP$798,5330.28%4,584CommonSOLE
G7S00T104PNRPENTAIR PLC$790,5030.28%10,872CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$777,4330.28%14,845CommonSOLE
536797103LADLITHIA MTRS INC$771,5030.27%2,343CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$770,8500.27%59,069CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$766,1830.27%56,337CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$746,2530.26%14,544CommonSOLE
75134P600METCRAMACO RES INC$746,2130.26%43,435CommonSOLE
909214306UISUNISYS CORP$696,2510.25%123,888CommonSOLE
704551100BTUPEABODY ENERGY CORP$691,9040.24%28,450CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$687,1660.24%13,230CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$685,5910.24%12,382CommonSOLE
410495204HAFCHANMI FINL CORP$684,0630.24%35,261CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$678,2120.24%11,044CommonSOLE
03044L105AMERICAN WELL CORP$670,1890.24%449,791CommonSOLE
422806109HEIHEICO CORP NEW$654,4850.23%3,659CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$650,1790.23%143,845CommonSOLE
443573100HUBSHUBSPOT INC$649,6240.23%1,119CommonSOLE
902494103TSNTYSON FOODS INC$636,5610.23%11,843CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$633,2120.22%2,718CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$625,6370.22%36,039CommonSOLE
745867101PHMPULTE GROUP INC$617,6680.22%5,984CommonSOLE
26884L109EQTEQT CORP$603,0190.21%15,598CommonSOLE
22266M104COURCOURSERA INC$599,2690.21%30,938CommonSOLE
847215100SRJSPARTANNASH CO$593,4640.21%25,859CommonSOLE
15135B101CNCCENTENE CORP DEL$589,3020.21%7,941CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$588,9130.21%13,532CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$587,6770.21%12,973CommonSOLE
205768302CRKCOMSTOCK RES INC$587,0210.21%66,330CommonSOLE
227046109CROXCROCS INC$582,0380.21%6,231CommonSOLE
05478C105AZEKAZEK CO INC$571,2260.20%14,934CommonSOLE
88331L108SKINTHE BEAUTY HEALTH COMPANY$567,2760.20%182,404CommonSOLE
40434L105HPQHP INC$559,9150.20%18,608CommonSOLE
806407102HSICHENRY SCHEIN INC$540,3420.19%7,137CommonSOLE
9026851067WHUDEMY INC$531,7970.19%36,103CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$525,7540.19%14,915CommonSOLE
825690100SSTKSHUTTERSTOCK INC$520,6030.18%10,783CommonSOLE
040413106ANETEURARISTA NETWORKS INC$519,0640.18%2,204CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$517,4200.18%2,503CommonSOLE
03213A104AMPLAMPLITUDE INC$502,2620.18%39,486CommonSOLE
91688F104UPWKUPWORK INC$501,3120.18%33,713CommonSOLE
801056102SANMSANMINA CORPORATION$499,6250.18%9,726CommonSOLE
45688C107NGVTINGEVITY CORP$496,9910.18%10,525CommonSOLE
05464C101AXONAXON ENTERPRISE INC$478,9440.17%1,854CommonSOLE
38268T103GPROGOPRO INC$470,0810.17%135,470CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$467,4820.17%4,307CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$459,8220.16%36,727CommonSOLE
244199105DEDEERE & CO$453,4530.16%1,134CommonSOLE
402635502GPORGULFPORT ENERGY CORP$440,8920.16%3,310CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$437,9260.16%92,781CommonSOLE
89531P105TREXTREX CO INC$436,0550.15%5,267CommonSOLE
200340107CMACOMERICA INC$429,6250.15%7,698CommonSOLE
749607107RLIRLI CORP$426,2500.15%3,202CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$426,2140.15%2,564CommonSOLE
535919401LGFEURLIONS GATE ENTMNT CORP$420,4130.15%38,570CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$419,3120.15%31,742CommonSOLE
607525102MODNEURMODEL N INC$417,8460.15%15,516CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$411,8260.15%15,803CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$407,8000.14%41,401CommonSOLE
401617105GU9GUESS INC$405,0260.14%17,564CommonSOLE
05351W103AGREURAVANGRID INC$401,3010.14%12,382CommonSOLE
012348108AINALBANY INTL CORP$398,8710.14%4,061CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$397,7550.14%5,224CommonSOLE
03062T105CRMTAMERICAS CAR-MART INC$394,6100.14%5,208CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$389,0200.14%212,579CommonSOLE
87918A105TDOCTELADOC HEALTH INC$359,7560.13%16,694CommonSOLE
71375U101PRFTUSDPERFICIENT INC$356,6790.13%5,419CommonSOLE
890110109TMPTOMPKINS FINL CORP$353,0680.12%5,862CommonSOLE
92214X106VREXVAREX IMAGING CORP$348,3770.12%16,994CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$345,0690.12%24,097CommonSOLE
45167R104IEXIDEX CORP$341,5140.12%1,573CommonSOLE
98980G102ZSZSCALER INC$340,7590.12%1,538CommonSOLE
719405102PLABPHOTRONICS INC$327,4710.12%10,439CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$320,1750.11%9,965CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$319,9070.11%47,464CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$319,2010.11%101,981CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$318,1020.11%6,011CommonSOLE
898402102TRMKTRUSTMARK CORP$317,3860.11%11,384CommonSOLE
168905107PLCECHILDRENS PL INC NEW$303,4850.11%13,070CommonSOLE
29249E109ACTENACT HLDGS INC$295,5160.10%10,229CommonSOLE
575385109DOORUSDMASONITE INTL CORP$290,2990.10%3,429CommonSOLE
353514102FELEFRANKLIN ELEC INC$285,4070.10%2,953CommonSOLE
30260D103FIGSFIGS INC$281,4680.10%40,499CommonSOLE
21871N101CXWCORECIVIC INC$279,8480.10%19,260CommonSOLE
013872106AAALCOA CORP$278,2900.10%8,185CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$275,9130.10%11,736CommonSOLE
285512109EAELECTRONIC ARTS INC$274,9880.10%2,010CommonSOLE
690742101OCOWENS CORNING NEW$273,6330.10%1,846CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$272,3090.10%2,864CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$262,7950.09%3,324CommonSOLE
77543R102ROKUROKU INC$262,6060.09%2,865CommonSOLE
29259W700EUENCORE ENERGY CORP$262,0250.09%66,673CommonSOLE
48251W104KKRKKR & CO INC$261,7230.09%3,159CommonSOLE
090572207BIOBIO RAD LABS INC$261,2180.09%809CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$260,6800.09%1,975CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$252,8050.09%6,142CommonSOLE
92835K103VPGVISHAY PRECISION GROUP INC$251,6410.09%7,386CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$247,5700.09%2,518CommonSOLE
857477103STTSTATE STR CORP$241,1330.09%3,113CommonSOLE
95058W100WENWENDYS CO$240,8120.09%12,362CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$238,4530.08%10,354CommonSOLE
488401100KMPRKEMPER CORP$231,4750.08%4,756CommonSOLE
418100103HCP2EURHASHICORP INC$230,5140.08%9,751CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$228,3260.08%5,448CommonSOLE
87265H109T86TRI POINTE HOMES INC$224,5070.08%6,342CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$222,7670.08%12,650CommonSOLE
02079K305GOOGLALPHABET INC$216,9390.08%1,553CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$216,1830.08%4,767CommonSOLE
59151K108MEOHMETHANEX CORP$215,4880.08%4,550CommonSOLE
816850101SMTCSEMTECH CORP$209,0210.07%9,540CommonSOLE
78573M104SABRSABRE CORP$207,1650.07%47,083CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$205,5830.07%1,399CommonSOLE
68213N109OMCLOMNICELL COM$203,6540.07%5,412CommonSOLE
923451108VBTXVERITEX HLDGS INC$202,8910.07%8,719CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$174,7260.06%28,550CommonSOLE
65340P106NXENEXGEN ENERGY LTD$172,0110.06%24,573CommonSOLE
278768106SATSECHOSTAR CORP$165,7830.06%10,005CommonSOLE
G39637205GOGLGOLDEN OCEAN GROUP LTD$137,5770.05%14,096CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$133,6630.05%13,130CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$128,8540.05%11,234CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$98,0200.03%12,222CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$94,8760.03%12,117CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$53,1360.02%10,628CommonSOLE
43538H103HLLYHOLLEY INC$50,1510.02%10,298CommonSOLE

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.