MondegarAI
TWINBEECH CAPITAL LP

Q2 2024 · 13F-HR

TWINBEECH CAPITAL LPholdings as filed

Filed 2024-08-14 · accession 0001214659-24-014696

$5.08B
Reported value
495
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
855244109SBUXSTARBUCKS CORP$71.9M1.42%923,874CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$68.4M1.35%1,178,929CommonSOLE
88339J105TTDTHE TRADE DESK INC$65.8M1.29%673,418CommonSOLE
92826C839VVISA INC$65.1M1.28%247,868CommonSOLE
00724F101ADBEADOBE INC$64.1M1.26%115,339CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$62.3M1.23%141,242CommonSOLE
949746101WMT2WELLS FARGO CO NEW$62.2M1.22%1,047,960CommonSOLE
595112103MUMICRON TECHNOLOGY INC$61.7M1.21%468,732CommonSOLE
907818108UNPUNION PAC CORP$61.6M1.21%272,160CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$61.2M1.20%1,225,672CommonSOLE
58933Y105MRKMERCK & CO INC$60.5M1.19%488,321CommonSOLE
30161N101EXCEXELON CORP$58.1M1.14%1,677,456CommonSOLE
443201108HWMHOWMET AEROSPACE INC$54.6M1.07%703,040CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$54.2M1.07%181,662CommonSOLE
34959E109FTNTFORTINET INC$54.2M1.07%898,822CommonSOLE
75513E101RTXRTX CORPORATION$53.9M1.06%536,852CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$53.2M1.05%353,928CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$49.3M0.97%89,089CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$48.9M0.96%112,199CommonSOLE
25809K105DASHDOORDASH INC$48.5M0.95%445,974CommonSOLE
747525103QCOMQUALCOMM INC$48.3M0.95%242,599CommonSOLE
682189105ONON SEMICONDUCTOR CORP$47.3M0.93%689,933CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$46.8M0.92%617,672CommonSOLE
217204106CPRTCOPART INC$46.5M0.91%858,112CommonSOLE
651639106NEMNEWMONT CORP$46.3M0.91%1,106,413CommonSOLE
548661107LOWLOWES COS INC$46.2M0.91%209,686CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$44.6M0.88%325,963CommonSOLE
369604301GEGE AEROSPACE$42.7M0.84%268,698CommonSOLE
92840M102VSTVISTRA CORP$41.4M0.81%481,423CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$40.5M0.80%545,083CommonSOLE
032095101APHAMPHENOL CORP NEW$39.7M0.78%589,346CommonSOLE
87612E106TGTTARGET CORP$39.4M0.78%266,174CommonSOLE
038222105AMATAPPLIED MATLS INC$39.3M0.77%166,489CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$39.0M0.77%181,603CommonSOLE
68389X105ORCLORACLE CORP$38.3M0.75%271,276CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$37.7M0.74%347,460CommonSOLE
252131107DXCMDEXCOM INC$37.4M0.74%329,682CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$36.6M0.72%182,678CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$36.4M0.72%822,867CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$36.2M0.71%264,459CommonSOLE
009066101ABNBAIRBNB INC$35.7M0.70%235,226CommonSOLE
771049103RBLXROBLOX CORP$35.3M0.70%949,766CommonSOLE
22160N109CSGPCOSTAR GROUP INC$34.9M0.69%470,674CommonSOLE
075887109BDXBECTON DICKINSON & CO$33.6M0.66%143,736CommonSOLE
126408103CSXCSX CORP$33.6M0.66%1,003,604CommonSOLE
893641100TDGTRANSDIGM GROUP INC$33.3M0.66%26,084CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$32.5M0.64%549,540CommonSOLE
060505104BACBANK AMERICA CORP$32.3M0.64%812,105CommonSOLE
72352L106PINSPINTEREST INC$32.2M0.63%730,383CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$31.1M0.61%399,357CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$31.0M0.61%80,853CommonSOLE
654106103NKENIKE INC$30.2M0.59%400,370CommonSOLE
23804L103DDOGDATADOG INC$29.8M0.59%229,855CommonSOLE
872540109TJXTJX COS INC NEW$29.4M0.58%267,237CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$29.3M0.58%465,549CommonSOLE
60770K107MRNAMODERNA INC$29.3M0.58%246,518CommonSOLE
58733R102MELIMERCADOLIBRE INC$28.7M0.56%17,468CommonSOLE
149123101CATCATERPILLAR INC$28.4M0.56%85,214CommonSOLE
941848103WATWATERS CORP$28.4M0.56%97,826CommonSOLE
632307104NTRANATERA INC$28.2M0.55%259,953CommonSOLE
92338C103VLTOVERALTO CORP$27.7M0.55%290,411CommonSOLE
701094104PHPARKER-HANNIFIN CORP$27.0M0.53%53,348CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$26.5M0.52%694,136CommonSOLE
020002101ALLALLSTATE CORP$26.1M0.51%163,782CommonSOLE
518439104ELLAUDER ESTEE COS INC$25.4M0.50%239,140CommonSOLE
268150109DTDYNATRACE INC$25.3M0.50%566,379CommonSOLE
260557103DOWDOW INC$24.6M0.48%464,191CommonSOLE
81141R100SESEA LTD$24.5M0.48%343,415CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$23.5M0.46%16,783CommonSOLE
830566105SKAASKECHERS U S A INC$23.4M0.46%338,896CommonSOLE
89055F103BLDTOPBUILD CORP$23.4M0.46%60,767CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$23.4M0.46%97,980CommonSOLE
G8473T100STESTERIS PLC$23.2M0.46%105,565CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$23.0M0.45%103,526CommonSOLE
487836108KKELLANOVA$22.8M0.45%395,706CommonSOLE
37940X102GPNGLOBAL PMTS INC$22.6M0.45%234,015CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$22.4M0.44%72,638CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$22.4M0.44%245,167CommonSOLE
05352A100AVTRAVANTOR INC$21.8M0.43%1,028,596CommonSOLE
45168D104IDXXIDEXX LABS INC$21.1M0.42%43,348CommonSOLE
02079K107GOOGALPHABET INC$20.5M0.40%111,878CommonSOLE
571903202MARMARRIOTT INTL INC NEW$20.4M0.40%84,246CommonSOLE
34959J108FTVFORTIVE CORP$20.1M0.40%271,626CommonSOLE
49177J102KVUEKENVUE INC$20.1M0.40%1,106,022CommonSOLE
40434L105HPQHP INC$19.6M0.39%560,522CommonSOLE
46266C105IQVIQVIA HLDGS INC$19.3M0.38%91,200CommonSOLE
896239100TRMBTRIMBLE INC$18.9M0.37%338,659CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$18.8M0.37%324,828CommonSOLE
550021109LULULULULEMON ATHLETICA INC$18.5M0.36%62,003CommonSOLE
98389B100XELXCEL ENERGY INC$18.5M0.36%346,035CommonSOLE
452327109ILMNILLUMINA INC$17.4M0.34%166,344CommonSOLE
74624M102PPURE STORAGE INC$17.3M0.34%269,333CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$17.1M0.34%553,240CommonSOLE
150870103CECELANESE CORP DEL$17.1M0.34%126,413CommonSOLE
440452100HRLHORMEL FOODS CORP$16.9M0.33%553,124CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$16.8M0.33%62,509CommonSOLE
256746108DLTRDOLLAR TREE INC$15.8M0.31%148,400CommonSOLE
609207105MDLZMONDELEZ INTL INC$15.1M0.30%230,630CommonSOLE
15118V207CELHCELSIUS HLDGS INC$14.6M0.29%256,496CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$14.5M0.29%110,091CommonSOLE
98138H101WDAYWORKDAY INC$14.5M0.29%64,841CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$14.5M0.29%217,882CommonSOLE
023135106AMZNAMAZON COM INC$14.3M0.28%74,180CommonSOLE
070830104BBWIBATH & BODY WORKS INC$14.2M0.28%364,644CommonSOLE
Y2573F102FLEXFLEX LTD$14.2M0.28%480,431CommonSOLE
65290E101NXTNEXTRACKER INC$14.1M0.28%300,515CommonSOLE
56585A102MPCMARATHON PETE CORP$14.0M0.28%80,984CommonSOLE
345370860FFORD MTR CO DEL$14.0M0.28%1,116,788CommonSOLE
380237107GDDYGODADDY INC$14.0M0.27%99,933CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$13.9M0.27%214,041CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$13.8M0.27%35,468CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$13.4M0.26%263,697CommonSOLE
049468101TEAMATLASSIAN CORPORATION$13.1M0.26%74,234CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$13.1M0.26%363,446CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$13.1M0.26%98,154CommonSOLE
052800109ALVAUTOLIV INC$13.1M0.26%122,030CommonSOLE
07831C103BRBRBELLRING BRANDS INC$13.0M0.25%226,757CommonSOLE
631103108NDAQNASDAQ INC$13.0M0.25%214,958CommonSOLE
501889208LKQLKQ CORP$12.8M0.25%308,217CommonSOLE
918204108VFCV F CORP$12.8M0.25%946,503CommonSOLE
148929102CAVACAVA GROUP INC$12.4M0.24%133,585CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$12.2M0.24%56,881CommonSOLE
501044101KRKROGER CO$12.2M0.24%243,471CommonSOLE
436440101HO1HOLOGIC INC$12.1M0.24%162,988CommonSOLE
216648501COOCOOPER COS INC$11.9M0.24%136,873CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$11.9M0.23%132,641CommonSOLE
988498101YUMYUM BRANDS INC$11.7M0.23%88,566CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$11.5M0.23%150,534CommonSOLE
98980G102ZSZSCALER INC$11.3M0.22%58,886CommonSOLE
90138F102TWLOTWILIO INC$11.3M0.22%198,257CommonSOLE
969904101WSMWILLIAMS SONOMA INC$11.2M0.22%39,730CommonSOLE
099724106BWABORGWARNER INC$11.2M0.22%347,555CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$11.0M0.22%37,060CommonSOLE
58155Q103MCKMCKESSON CORP$10.9M0.21%18,595CommonSOLE
02079K305GOOGLALPHABET INC$10.8M0.21%59,463CommonSOLE
98585X104YETIYETI HLDGS INC$10.5M0.21%273,971CommonSOLE
172967424CCITIGROUP INC$10.0M0.20%158,159CommonSOLE
29362U104ENTGENTEGRIS INC$10.0M0.20%73,912CommonSOLE
228368106CCKCROWN HLDGS INC$9.9M0.20%133,356CommonSOLE
03073E105CORCENCORA INC$9.9M0.19%43,751CommonSOLE
48242W106KBRKBR INC$9.7M0.19%151,930CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$9.7M0.19%97,938CommonSOLE
22266T109CPNGCOUPANG INC$9.7M0.19%462,553CommonSOLE
15677J108DAYDAYFORCE INC$9.6M0.19%192,548CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$9.5M0.19%195,942CommonSOLE
917047102URBNURBAN OUTFITTERS INC$9.5M0.19%230,925CommonSOLE
G29183103ETNEATON CORP PLC$9.4M0.18%29,889CommonSOLE
45167R104IEXIDEX CORP$9.1M0.18%45,310CommonSOLE
336433107FSLRFIRST SOLAR INC$9.1M0.18%40,277CommonSOLE
26210C104DBXDROPBOX INC$9.0M0.18%401,371CommonSOLE
47215P106JDJD.COM INC$8.9M0.17%343,023CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8.8M0.17%113,965CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$8.6M0.17%341,247CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$8.5M0.17%220,289CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.5M0.17%42,123CommonSOLE
25754A201DPZDOMINOS PIZZA INC$8.4M0.16%16,190CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$8.3M0.16%686,990CommonSOLE
565788106MARAMARATHON DIGITAL HOLDINGS IN$8.3M0.16%416,109CommonSOLE
29084Q100EMEEMCOR GROUP INC$8.2M0.16%22,597CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$8.2M0.16%50,906CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8.2M0.16%119,990CommonSOLE
466313103JBLJABIL INC$8.2M0.16%74,926CommonSOLE
50050N103KTBKONTOOR BRANDS INC$8.2M0.16%123,220CommonSOLE
008073108AVAVAEROVIRONMENT INC$8.0M0.16%44,149CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$8.0M0.16%79,643CommonSOLE
199908104FIXCOMFORT SYS USA INC$8.0M0.16%26,380CommonSOLE
G5509L101LIVNLIVANOVA PLC$8.0M0.16%145,599CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$8.0M0.16%42,173CommonSOLE
98954M200ZZILLOW GROUP INC$7.9M0.16%171,271CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$7.9M0.16%146,473CommonSOLE
M98068105WIXWIX COM LTD$7.8M0.15%49,029CommonSOLE
500754106KHCKRAFT HEINZ CO$7.7M0.15%238,356CommonSOLE
01741R102ATIATI INC$7.5M0.15%134,716CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$7.4M0.15%232,320CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$7.4M0.15%60,709CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$7.2M0.14%109,089CommonSOLE
45778Q107NSPINSPERITY INC$7.2M0.14%78,708CommonSOLE
209115104EDCONSOLIDATED EDISON INC$7.1M0.14%78,873CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.0M0.14%51,200CommonSOLE
83200N103SMARGBPSMARTSHEET INC$7.0M0.14%158,333CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$7.0M0.14%128,058CommonSOLE
778296103ROSTROSS STORES INC$7.0M0.14%47,860CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$6.9M0.14%64,344CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.9M0.14%166,840CommonSOLE
74736L109QTWOQ2 HLDGS INC$6.9M0.14%114,718CommonSOLE
928881101VNTVONTIER CORPORATION$6.9M0.14%180,127CommonSOLE
78463M107SPSCSPS COMM INC$6.9M0.13%36,431CommonSOLE
826919102SLABSILICON LABORATORIES INC$6.8M0.13%61,567CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.8M0.13%16,642CommonSOLE
256163106DOCUDOCUSIGN INC$6.8M0.13%126,213CommonSOLE
05478C105AZEKAZEK CO INC$6.7M0.13%160,087CommonSOLE
231561101CWCURTISS WRIGHT CORP$6.7M0.13%24,785CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6.6M0.13%84,541CommonSOLE
687793109OSCROSCAR HEALTH INC$6.4M0.13%406,811CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$6.3M0.12%355,424CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$6.2M0.12%178,255CommonSOLE
344849104WOOFOOT LOCKER INC$6.1M0.12%246,438CommonSOLE
457730109INSPINSPIRE MED SYS INC$6.1M0.12%45,834CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$6.1M0.12%34,397CommonSOLE
03076C106AMPAMERIPRISE FINL INC$6.1M0.12%14,286CommonSOLE
87157D109SYNASYNAPTICS INC$6.0M0.12%67,960CommonSOLE
G9456A100GLNGGOLAR LNG LTD$5.9M0.12%189,023CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$5.9M0.12%56,452CommonSOLE
29786A106ETSYETSY INC$5.8M0.11%98,136CommonSOLE
127097103CTRACOTERRA ENERGY INC$5.7M0.11%215,371CommonSOLE
594918104MSFTMICROSOFT CORP$5.7M0.11%12,824CommonSOLE
00191U102EFORASGN INC$5.7M0.11%64,853CommonSOLE
238337109PLAYDAVE & BUSTERS ENTMT INC$5.7M0.11%142,351CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$5.6M0.11%62,172CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$5.6M0.11%28,275CommonSOLE
92276F100VTRVENTAS INC$5.6M0.11%108,839CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$5.6M0.11%200,534CommonSOLE
916896103UECURANIUM ENERGY CORP$5.5M0.11%914,480CommonSOLE
69047Q102OVVOVINTIV INC$5.5M0.11%116,972CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$5.5M0.11%178,320CommonSOLE
78454L100SMSM ENERGY CO$5.5M0.11%126,427CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$5.5M0.11%68,904CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$5.5M0.11%159,557CommonSOLE
682680103OKEONEOK INC NEW$5.4M0.11%66,472CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5.3M0.11%42,385CommonSOLE
117043109BCBRUNSWICK CORP$5.3M0.10%72,700CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$5.3M0.10%284,760CommonSOLE
037833100AAPLAPPLE INC$5.3M0.10%24,978CommonSOLE
98139A105WKWORKIVA INC$5.2M0.10%71,496CommonSOLE
96208T104WEXWEX INC$5.2M0.10%29,187CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$5.1M0.10%33,624CommonSOLE
25746U109DDOMINION ENERGY INC$5.0M0.10%102,808CommonSOLE
82509L107SHOPSHOPIFY INC$5.0M0.10%76,014CommonSOLE
75524B104RBCRBC BEARINGS INC$5.0M0.10%18,602CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.0M0.10%120,850CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4.9M0.10%35,386CommonSOLE
09073M104TECHBIO-TECHNE CORP$4.9M0.10%68,876CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$4.9M0.10%340,637CommonSOLE
761152107RMDRESMED INC$4.8M0.09%25,216CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$4.8M0.09%26,132CommonSOLE
929740108WABWABTEC$4.8M0.09%30,181CommonSOLE
902973304USBUS BANCORP DEL$4.8M0.09%119,963CommonSOLE
443573100HUBSHUBSPOT INC$4.8M0.09%8,072CommonSOLE
521865204LEALEAR CORP$4.8M0.09%41,669CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$4.7M0.09%151,498CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$4.5M0.09%252,823CommonSOLE
50212V100LPLALPL FINL HLDGS INC$4.4M0.09%15,812CommonSOLE
410867105THGHANOVER INS GROUP INC$4.4M0.09%35,081CommonSOLE
302941109FCNFTI CONSULTING INC$4.4M0.09%20,230CommonSOLE
163851108CCCHEMOURS CO$4.3M0.09%192,245CommonSOLE
45827U109INTAINTAPP INC$4.3M0.09%118,114CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$4.3M0.08%38,903CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$4.2M0.08%89,869CommonSOLE
62482R10707WAMR COOPER GROUP INC$4.2M0.08%51,921CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$4.2M0.08%188,846CommonSOLE
30050B101EVHEVOLENT HEALTH INC$4.1M0.08%213,752CommonSOLE
090043100BILLBILL HOLDINGS INC$4.1M0.08%77,517CommonSOLE
29530P102ERIEERIE INDTY CO$4.0M0.08%11,118CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$4.0M0.08%196,844CommonSOLE
142339100CSLCARLISLE COS INC$4.0M0.08%9,794CommonSOLE
48553T106BZKANZHUN LIMITED$3.9M0.08%209,666CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.9M0.08%33,960CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$3.8M0.08%76,602CommonSOLE
75960P104RELYREMITLY GLOBAL INC$3.7M0.07%308,878CommonSOLE
76680R206RNGRINGCENTRAL INC$3.6M0.07%129,136CommonSOLE
71880K101PHINPHINIA INC$3.6M0.07%91,449CommonSOLE
86614U1007SUSUMMIT MATLS INC$3.6M0.07%98,194CommonSOLE
125896100CMSCMS ENERGY CORP$3.5M0.07%58,698CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$3.5M0.07%88,711CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.5M0.07%79,991CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$3.4M0.07%28,937CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$3.4M0.07%167,714CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$3.4M0.07%196,273CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$3.4M0.07%30,818CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$3.4M0.07%93,176CommonSOLE
N72482149QIAGEN NV$3.3M0.07%81,080CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$3.3M0.07%139,089CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$3.3M0.06%87,058CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$3.3M0.06%107,883CommonSOLE
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98422D105XPEVXPENG INC$3.2M0.06%436,109CommonSOLE
904311107UAAUNDER ARMOUR INC$3.1M0.06%464,264CommonSOLE
92942W107KLGWK KELLOGG CO$3.1M0.06%188,081CommonSOLE
011642105ALRMALARM COM HLDGS INC$3.0M0.06%47,952CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$3.0M0.06%118,938CommonSOLE
85254J102STAGSTAG INDL INC$3.0M0.06%83,505CommonSOLE
29355A107ENPHENPHASE ENERGY INC$3.0M0.06%30,031CommonSOLE
87151X101SYMSYMBOTIC INC$3.0M0.06%84,341CommonSOLE
056525108BMIBADGER METER INC$3.0M0.06%15,894CommonSOLE
03940C100ACLXGBXARCELLX INC$3.0M0.06%53,585CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2.9M0.06%110,709CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$2.9M0.06%41,421CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$2.9M0.06%114,672CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$2.9M0.06%218,926CommonSOLE
G6095L109APTIV PLC$2.8M0.06%40,427CommonSOLE
980745103WWDWOODWARD INC$2.8M0.06%16,122CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$2.8M0.06%22,853CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$2.8M0.05%371,247CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$2.7M0.05%73,417CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2.7M0.05%16,535CommonSOLE
294429105EFXEQUIFAX INC$2.7M0.05%11,244CommonSOLE
G87264100TGLSTECNOGLASS INC$2.7M0.05%54,262CommonSOLE
219798105QDELQUIDELORTHO CORP$2.7M0.05%81,932CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.7M0.05%37,287CommonSOLE
88025T102TENBTENABLE HLDGS INC$2.7M0.05%61,030CommonSOLE
960413102WLKWESTLAKE CORPORATION$2.7M0.05%18,354CommonSOLE
122017106BURLBURLINGTON STORES INC$2.6M0.05%11,026CommonSOLE
00108J109ACMRACM RESH INC$2.6M0.05%113,543CommonSOLE
G037AX101AMBAAMBARELLA INC$2.6M0.05%48,398CommonSOLE
922475108VEEVVEEVA SYS INC$2.6M0.05%14,164CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$2.6M0.05%58,552CommonSOLE
437076102HDHOME DEPOT INC$2.6M0.05%7,428CommonSOLE
48251W104KKRKKR & CO INC$2.5M0.05%23,989CommonSOLE
H2906T109GRMNGARMIN LTD$2.5M0.05%15,320CommonSOLE
163092109CHGGCHEGG INC$2.5M0.05%782,712CommonSOLE
55354G100MSCIMSCI INC$2.5M0.05%5,119CommonSOLE
92343X100VTYVERINT SYS INC$2.5M0.05%76,268CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$2.4M0.05%226,845CommonSOLE
89531P105TREXTREX CO INC$2.4M0.05%31,913CommonSOLE
22266M104COURCOURSERA INC$2.4M0.05%329,284CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$2.3M0.04%96,070CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.3M0.04%11,125CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$2.2M0.04%48,988CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$2.2M0.04%99,952CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$2.2M0.04%58,072CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2.2M0.04%15,535CommonSOLE
57638P104MBCMASTERBRAND INC$2.2M0.04%150,636CommonSOLE
00130H105AESAES CORP$2.2M0.04%124,924CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2.2M0.04%15,911CommonSOLE
670346105NUENUCOR CORP$2.2M0.04%13,771CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.2M0.04%7,965CommonSOLE
26856L103ELFE L F BEAUTY INC$2.1M0.04%10,202CommonSOLE
G6674U108NVCRNOVOCURE LTD$2.1M0.04%125,128CommonSOLE
194014502ENOVENOVIS CORPORATION$2.1M0.04%47,208CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.0M0.04%25,630CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$2.0M0.04%100,425CommonSOLE
89400J107TRUTRANSUNION$2.0M0.04%26,870CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$2.0M0.04%111,442CommonSOLE
36251C103GMS1EURGMS INC$1.9M0.04%24,025CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$1.9M0.04%172,297CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$1.9M0.04%64,907CommonSOLE
444859102HUMHUMANA INC$1.9M0.04%5,104CommonSOLE
26622P107DOCSDOXIMITY INC$1.9M0.04%67,794CommonSOLE
29430C102VSTSVESTIS CORPORATION$1.9M0.04%152,285CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.8M0.04%52,047CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$1.8M0.04%94,767CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$1.8M0.04%45,224CommonSOLE
482497104BEKEKE HLDGS INC$1.8M0.04%127,569CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$1.8M0.04%114,165CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$1.8M0.04%30,157CommonSOLE
109641100EATBRINKER INTL INC$1.7M0.03%23,909CommonSOLE
876030107TPRTAPESTRY INC$1.7M0.03%40,437CommonSOLE
N20944109CNHCNH INDL N V$1.7M0.03%170,297CommonSOLE
447011107HUNHUNTSMAN CORP$1.7M0.03%75,566CommonSOLE
750491102RDNTRADNET INC$1.7M0.03%28,818CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$1.7M0.03%42,661CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$1.6M0.03%40,801CommonSOLE
G0084W101ADNTADIENT PLC$1.6M0.03%66,224CommonSOLE
78349D107RXSTRXSIGHT INC$1.6M0.03%26,718CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.6M0.03%8,020CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$1.6M0.03%54,274CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.6M0.03%13,447CommonSOLE
552690109MDUMDU RES GROUP INC$1.5M0.03%61,198CommonSOLE
681919106OMCOMNICOM GROUP INC$1.5M0.03%17,030CommonSOLE
08265T208BSYBENTLEY SYS INC$1.5M0.03%30,838CommonSOLE
12468P104AIC3 AI INC$1.5M0.03%51,552CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$1.5M0.03%78,145CommonSOLE
443510607HUBBHUBBELL INC$1.5M0.03%4,042CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$1.5M0.03%54,152CommonSOLE
77311W101RKTROCKET COS INC$1.5M0.03%106,982CommonSOLE
40131M109GHGUARDANT HEALTH INC$1.5M0.03%50,740CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$1.5M0.03%17,902CommonSOLE
500255104KSSKOHLS CORP$1.4M0.03%62,018CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$1.4M0.03%33,516CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$1.4M0.03%13,398CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$1.4M0.03%30,631CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$1.4M0.03%37,005CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$1.4M0.03%16,133CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$1.3M0.03%33,463CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.3M0.03%45,023CommonSOLE
875465106SKTTANGER INC$1.3M0.03%48,200CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$1.3M0.03%43,978CommonSOLE
45867G101IDCCINTERDIGITAL INC$1.3M0.03%11,079CommonSOLE
80517M109SVVSAVERS VALUE VLG INC$1.3M0.03%104,089CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.3M0.02%28,275CommonSOLE
93403J106WRBYWARBY PARKER INC$1.2M0.02%77,508CommonSOLE
87612G101TRGPTARGA RES CORP$1.2M0.02%9,606CommonSOLE
058498106BALLBALL CORP$1.2M0.02%20,517CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$1.2M0.02%58,619CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.2M0.02%13,475CommonSOLE
88579Y101MMM3M CO$1.2M0.02%11,802CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$1.2M0.02%16,122CommonSOLE
29336T1000E41ENLINK MIDSTREAM LLC$1.2M0.02%84,495CommonSOLE
9026851067WHUDEMY INC$1.2M0.02%134,392CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.2M0.02%28,606CommonSOLE
690732102ACHOWENS & MINOR INC NEW$1.1M0.02%84,669CommonSOLE
754907103RYNRAYONIER INC$1.1M0.02%39,188CommonSOLE
03782L101APPNAPPIAN CORP$1.1M0.02%36,791CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$1.1M0.02%36,952CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$1.1M0.02%140,545CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$1.1M0.02%8,168CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$1.1M0.02%54,931CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$1.1M0.02%11,604CommonSOLE
G3922B107GGENPACT LIMITED$1.1M0.02%33,799CommonSOLE
610236101MNROMONRO INC$1.1M0.02%45,145CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$1.1M0.02%156,754CommonSOLE
65249B109NWSANEWS CORP NEW$1.1M0.02%38,945CommonSOLE
679295105OKTAOKTA INC$1.0M0.02%10,987CommonSOLE
58470H101MEDMEDIFAST INC$1.0M0.02%46,501CommonSOLE
124805102CBZCBIZ INC$1.0M0.02%13,566CommonSOLE
207410101CNMDCONMED CORP$973,5990.02%14,045CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$960,2820.02%18,933CommonSOLE
63947X101NCNONCINO INC$949,0670.02%30,177CommonSOLE
127055101CBTCABOT CORP$947,8450.02%10,315CommonSOLE
36118L106FUTUFUTU HLDGS LTD$894,9830.02%13,642CommonSOLE
55955D100MGNIMAGNITE INC$893,3940.02%67,223CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$891,5550.02%5,317CommonSOLE
589889104MMSIMERIT MED SYS INC$884,5110.02%10,291CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$877,2070.02%44,847CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$855,7230.02%33,783CommonSOLE
718172109PMPHILIP MORRIS INTL INC$846,6120.02%8,355CommonSOLE
98423F109XMTRXOMETRY INC$844,3770.02%73,043CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$832,9610.02%17,178CommonSOLE
45258J102IMVTIMMUNOVANT INC$814,6780.02%30,859CommonSOLE
534187109LNCLINCOLN NATL CORP IND$810,8700.02%26,073CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$802,4390.02%19,165CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$783,2190.02%11,351CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$763,2930.02%40,536CommonSOLE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$761,5520.01%78,349CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$732,1140.01%17,813CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$731,9900.01%7,652CommonSOLE
52567D107LMNDLEMONADE INC$717,5520.01%43,488CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$709,8080.01%61,085CommonSOLE
683344105ONTOONTO INNOVATION INC$686,1250.01%3,125CommonSOLE
830830105SKYSKYLINE CHAMPION CORPORATION$677,7710.01%10,004CommonSOLE
576485205MTDRMATADOR RES CO$671,1560.01%11,261CommonSOLE
825704109SIBNSI-BONE INC$667,8220.01%51,649CommonSOLE
54738L109LOVELOVESAC COMPANY$662,5420.01%29,342CommonSOLE
759509102RSRELIANCE INC$650,5970.01%2,278CommonSOLE
418100103HCP2EURHASHICORP INC$635,9660.01%18,877CommonSOLE
20825C104COPCONOCOPHILLIPS$628,8610.01%5,498CommonSOLE
421298100HAYWHAYWARD HLDGS INC$627,4350.01%51,011CommonSOLE
60646V105MCWMISTER CAR WASH INC$603,3630.01%84,742CommonSOLE
464287655IWMISHARES TR$587,5690.01%2,896CommonSOLE
80810D103SDGRSCHRODINGER INC$583,6230.01%30,177CommonSOLE
141788109CARGCARGURUS INC$580,5130.01%22,157CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$580,4400.01%21,000CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$572,1210.01%6,552CommonSOLE
G3198U102ESNTESSENT GROUP LTD$562,1250.01%10,004CommonSOLE
527064109LESLIES INC$549,0660.01%131,042CommonSOLE
013091103ACIALBERTSONS COS INC$548,3790.01%27,766CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$535,6960.01%30,011CommonSOLE
885160101THOTHOR INDS INC$533,1320.01%5,705CommonSOLE
69331C108PCGPG&E CORP$531,1330.01%30,420CommonSOLE
675232102OIIOCEANEERING INTL INC$520,2120.01%21,987CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$516,4560.01%16,039CommonSOLE
64049M209NEONEOGENOMICS INC$509,1400.01%36,708CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$504,9480.01%6,035CommonSOLE
250565108DBIDESIGNER BRANDS INC$493,4130.01%72,242CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$487,4290.01%9,863CommonSOLE
285512109EAELECTRONIC ARTS INC$471,0750.01%3,381CommonSOLE
693718108PCARPACCAR INC$456,7450.01%4,437CommonSOLE
205768302CRKCOMSTOCK RES INC$454,0000.01%43,738CommonSOLE
784117103SEICSEI INVTS CO$445,1320.01%6,881CommonSOLE
478160104JNJJOHNSON & JOHNSON$436,1410.01%2,984CommonSOLE
498894104KNFKNIFE RIVER CORP$434,9380.01%6,201CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$431,2410.01%9,035CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$420,6880.01%3,774CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$413,9180.01%38,114CommonSOLE
68752L100KIDSORTHOPEDIATRICS CORP$412,3900.01%14,339CommonSOLE
88076W103TDCTERADATA CORP DEL$391,2190.01%11,320CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$383,5150.01%8,103CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$375,6080.01%3,720CommonSOLE
88025U109TXG10X GENOMICS INC$369,8420.01%19,015CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$338,7180.01%34,145CommonSOLE
05463X106AXGNAXOGEN INC$336,1530.01%46,430CommonSOLE
228903100AORTARTIVION INC$335,0150.01%13,061CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$334,7370.01%1,126CommonSOLE
749607107RLIRLI CORP$325,6970.01%2,315CommonSOLE
231021106CMICUMMINS INC$317,9160.01%1,148CommonSOLE
985817105YELPYELP INC$317,6960.01%8,598CommonSOLE
896288107TNETTRINET GROUP INC$314,2000.01%3,142CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$305,1470.01%26,374CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$297,9840.01%4,263CommonSOLE
09239B109BLBLACKLINE INC$292,8320.01%6,044CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$288,5090.01%1,195CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$283,2090.01%7,358CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$282,4460.01%3,661CommonSOLE
929566107WNCWABASH NATL CORP$272,4320.01%12,474CommonSOLE
67098H104OIO-I GLASS INC$272,3840.01%24,473CommonSOLE
254687106DISDISNEY WALT CO$266,7920.01%2,687CommonSOLE
443320106HUBGHUB GROUP INC$263,3800.01%6,118CommonSOLE
4315711089HIHILLENBRAND INC$244,8420.00%6,118CommonSOLE
832696405SJMSMUCKER J M CO$207,0670.00%1,899CommonSOLE
626717102MURMURPHY OIL CORP$204,5920.00%4,961CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$204,4220.00%5,972CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$203,3720.00%19,555CommonSOLE
704326107PAYXPAYCHEX INC$200,9590.00%1,695CommonSOLE
G39108108GTESGATES INDL CORP PLC$162,4640.00%10,276CommonSOLE
N97284108NBISYANDEX N V$0136,515CommonSOLE

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.