MondegarAI
Atom Investors LP

Q1 2026 · 13F-HR

Atom Investors LPholdings as filed

Filed 2026-05-15 · accession 0001214659-26-006309

$1.40B
Reported value
641
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Atom Investors LP · Q1 2026

AI · grounded in 13F

Atom Investors LP closed its position in CRM, reducing exposure by $14.0M. The fund also exited positions in XLU, XLP, USMV, and XLV. On the buy side, the fund established a new position in EQIX for $11.7M and increased its stake in AVGO by 417.9%. Other new entries include RS and WEX.

Holdings as filed

First 500 of 641

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$40.1M2.87%67,041CommonSOLE
09073M104TECHBIO-TECHNE CORP$16.7M1.19%319,316CommonSOLE
29444U700EQIXEQUINIX INC$11.7M0.84%11,954CommonSOLE
11135F101AVGOBROADCOM INC$11.5M0.82%37,170CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$10.5M0.75%173,347CommonSOLE
023135106AMZNAMAZON COM INC$10.2M0.73%49,094CommonSOLE
67066G104NVDANVIDIA CORPORATION$10.0M0.72%57,355CommonSOLE
501889208LKQLKQ CORP$9.8M0.70%335,096CommonSOLE
142339100CSLCARLISLE COS INC$9.2M0.66%27,688CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$9.0M0.65%107,753CommonSOLE
023608102AEEAMEREN CORP$8.9M0.64%80,850CommonSOLE
759509102RSRELIANCE INC$8.9M0.64%29,194CommonSOLE
96208T104WEXWEX INC$8.7M0.62%56,949CommonSOLE
15102K100CELCCELCUITY INC$8.7M0.62%76,321CommonSOLE
093671105HRBBLOCK H & R INC$8.7M0.62%273,466CommonSOLE
018802108LNTALLIANT ENERGY CORP$8.5M0.61%118,393CommonSOLE
011659109ALKALASKA AIR GROUP INC$8.4M0.60%229,238CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$8.4M0.60%102,063CommonSOLE
127203107WHDCACTUS INC$7.8M0.56%163,868CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$7.7M0.55%229,613CommonSOLE
192108504CDECOEUR MNG INC$7.7M0.55%408,502CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$7.6M0.54%124,525CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$7.5M0.54%478,485CommonSOLE
69331C108PCGPG&E CORP$7.4M0.53%419,914CommonSOLE
166764100CVXCHEVRON CORPORATION$7.3M0.53%35,518CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$7.3M0.52%48,750CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$7.3M0.52%85,229CommonSOLE
714046109RVTYREVVITY INC$7.3M0.52%83,292CommonSOLE
50015M109KODKODIAK SCIENCES INC$7.3M0.52%190,773CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$7.1M0.51%464,300CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$7.1M0.51%164,040CommonSOLE
122017106BURLBURLINGTON STORES INC$6.9M0.50%21,359CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$6.9M0.50%136,430CommonSOLE
629377508NRGNRG ENERGY INC$6.9M0.49%46,915CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$6.8M0.49%21,196CommonSOLE
69351T106PPLPPL CORP$6.8M0.48%177,082CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.7M0.48%11,106CommonSOLE
45257U108IMNMIMMUNOME INC$6.7M0.48%306,880CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$6.7M0.48%11,261CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$6.7M0.48%614,212CommonSOLE
038222105AMATAPPLIED MATLS INC$6.6M0.47%19,252CommonSOLE
109696104BCOBRINKS CO$6.5M0.46%62,498CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$6.4M0.46%392,739CommonSOLE
G6683N103NUNU HLDGS LTD$6.4M0.46%444,183CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6.4M0.46%57,193CommonSOLE
949746101WMT2WELLS FARGO & CO$6.3M0.45%79,579CommonSOLE
126408103CSXCSX CORP$6.3M0.45%154,032CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$6.3M0.45%158,509CommonSOLE
N4732M103JBSJBS N.V.$6.2M0.44%344,630CommonSOLE
703343103PATKPATRICK INDS INC$6.1M0.44%54,933CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.1M0.44%14,342CommonSOLE
969457100WMBWILLIAMS COS INC$6.1M0.44%83,733CommonSOLE
56117J100MBUUMALIBU BOATS INC$6.0M0.43%231,849CommonSOLE
117043109BCBRUNSWICK CORP$6.0M0.43%81,955CommonSOLE
78454L100SMSM ENERGY COMPANY$5.9M0.42%189,130CommonSOLE
443573100HUBSHUBSPOT INC$5.9M0.42%24,085CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$5.8M0.42%323,090CommonSOLE
87484T108TALOTALOS ENERGY INC$5.8M0.41%366,188CommonSOLE
74267C106PRAPROASSURANCE CORP$5.7M0.41%230,051CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$5.7M0.41%109,181CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$5.6M0.40%165,308CommonSOLE
464287655IWMISHARES TR$5.6M0.40%22,645CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.6M0.40%97,145CommonSOLE
37045V100GMGENERAL MTRS CO$5.6M0.40%75,155CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$5.6M0.40%111,077CommonSOLE
29479A108ERASERASCA INC$5.6M0.40%345,587CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$5.6M0.40%54,545CommonSOLE
042735100ARWARROW ELECTRS INC$5.4M0.39%37,627CommonSOLE
59001A102MTHMERITAGE HOMES CORP$5.3M0.38%86,496CommonSOLE
20337X109VISNVISTANCE NETWORKS INC$5.3M0.38%293,321CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$5.3M0.38%78,849CommonSOLE
09260D107BXBLACKSTONE INC$5.3M0.38%45,877CommonSOLE
701094104PHPARKER-HANNIFIN CORP$5.3M0.38%5,887CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$5.2M0.37%45,496CommonSOLE
438516106HONHONEYWELL INTL INC$5.2M0.37%23,025CommonSOLE
G3323L100FNFABRINET$5.2M0.37%9,976CommonSOLE
G0250X149AMCRAMCOR PLC$5.0M0.36%126,803CommonSOLE
35137L204FOXFOX CORP$5.0M0.36%93,390CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$5.0M0.35%57,000CommonSOLE
29364G103ETRENTERGY CORP NEW$5.0M0.35%44,085CommonSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$5.0M0.35%245,993CommonSOLE
717081103PFEPFIZER INC$4.9M0.35%176,255CommonSOLE
749685103RPMRPM INTL INC$4.9M0.35%49,677CommonSOLE
007973100AEISADVANCED ENERGY INDS$4.9M0.35%15,192CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.9M0.35%50,699CommonSOLE
65290E101NXTNEXTPOWER INC$4.8M0.34%39,501CommonSOLE
830830105SKYCHAMPION HOMES INC$4.7M0.34%63,682CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$4.7M0.34%17,762CommonSOLE
76134H101RHLDRESOLUTE HLDGS MGMT INC$4.7M0.34%28,981CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$4.6M0.33%60,992CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$4.6M0.33%42,930CommonSOLE
09062X103BIIBBIOGEN INC$4.5M0.32%24,749CommonSOLE
125523100CITHE CIGNA GROUP$4.5M0.32%17,008CommonSOLE
02079K107GOOGALPHABET INC$4.4M0.31%15,319CommonSOLE
64119V303NTSTNETSTREIT CORP$4.4M0.31%231,443CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$4.3M0.31%475,061CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.3M0.30%126,875CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$4.2M0.30%52,359CommonSOLE
25754A201DPZDOMINOS PIZZA INC$4.1M0.30%11,566CommonSOLE
594918104MSFTMICROSOFT CORP$4.1M0.30%11,167CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$4.1M0.30%66,453CommonSOLE
85423L103SAROSTANDARDAERO INC$4.1M0.30%159,890CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M0.29%7,161CommonSOLE
576323109MTZMASTEC INC$4.1M0.29%12,713CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$4.0M0.29%23,465CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4.0M0.29%16,142CommonSOLE
690742101OCOWENS CORNING NEW$4.0M0.29%36,933CommonSOLE
67011P100DNOWDNOW INC$4.0M0.28%331,714CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$3.9M0.28%28,508CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3.9M0.28%47,978CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$3.9M0.28%65,681CommonSOLE
02913V103APEIAMERICAN PUB ED INC$3.9M0.28%67,751CommonSOLE
013872106AAALCOA CORP$3.9M0.28%58,066CommonSOLE
580135101MCDMCDONALDS CORP$3.8M0.27%12,308CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$3.8M0.27%215,705CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$3.8M0.27%5,810CommonSOLE
833034101SNASNAP ON INC$3.8M0.27%10,368CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$3.8M0.27%22,767CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$3.6M0.26%155,965CommonSOLE
72348N109PNFPPINNACLE FINL PARTNERS INC$3.6M0.26%41,988CommonSOLE
278642103EBAYEBAY INC.$3.6M0.26%39,710CommonSOLE
683344105ONTOONTO INNOVATION INC$3.6M0.26%17,552CommonSOLE
55024U109LITELUMENTUM HLDGS INC$3.5M0.25%5,013CommonSOLE
631103108NDAQNASDAQ INC$3.5M0.25%41,267CommonSOLE
00676P107ADEAADEIA INC$3.5M0.25%144,805CommonSOLE
126600105CVBFCVB FINL CORP$3.5M0.25%179,247CommonSOLE
722304102PDDPDD HOLDINGS INC$3.4M0.25%33,616CommonSOLE
024061103DCHDAUCH CORP$3.4M0.24%575,725CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$3.4M0.24%94,414CommonSOLE
G7997W102SDRLSEADRILL LTD$3.4M0.24%74,896CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$3.4M0.24%149,700CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.4M0.24%1,963CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$3.4M0.24%87,676CommonSOLE
G3265R107APTVAPTIV PLC$3.3M0.24%48,223CommonSOLE
806857108SLBSLB LIMITED$3.3M0.24%64,463CommonSOLE
G85158106STNESTONECO LTD$3.3M0.24%233,335CommonSOLE
03674X106ARANTERO RESOURCES CORP$3.3M0.23%77,194CommonSOLE
384802104GWWWW GRAINGER INC$3.3M0.23%2,988CommonSOLE
489170100KMTKENNAMETAL INC$3.3M0.23%90,089CommonSOLE
83444M101SOLVSOLVENTUM CORP$3.2M0.23%49,710CommonSOLE
94419L101WWAYFAIR INC$3.2M0.23%43,134CommonSOLE
902681105UGIUGI CORP NEW$3.2M0.23%88,640CommonSOLE
03676C100ATEXANTERIX INC$3.2M0.23%84,179CommonSOLE
61225M102GLUEMONTE ROSA THERAPEUTICS INC$3.2M0.23%194,476CommonSOLE
89832Q109TFCTRUIST FINL CORP$3.2M0.23%69,031CommonSOLE
09624H208BXCBLUELINX HLDGS INC$3.2M0.23%58,298CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$3.1M0.22%475,071CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$3.1M0.22%43,227CommonSOLE
257651109DCIDONALDSON INC$3.1M0.22%36,613CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.1M0.22%738CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$3.1M0.22%24,088CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$3.1M0.22%167,081CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$3.1M0.22%16,144CommonSOLE
863667101SYKSTRYKER CORPORATION$3.0M0.22%9,224CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$3.0M0.22%89,038CommonSOLE
031100100AMEAMETEK INC$3.0M0.22%14,089CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3.0M0.21%109,127CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$3.0M0.21%162,016CommonSOLE
45768S105IOSPINNOSPEC INC$3.0M0.21%40,771CommonSOLE
67059N108NTNXNUTANIX INC$3.0M0.21%78,260CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$3.0M0.21%32,285CommonSOLE
G06973112AUGOAURA MINERALS INC$3.0M0.21%36,402CommonSOLE
29357K103ENVAENOVA INTL INC$3.0M0.21%21,867CommonSOLE
049468101TEAMATLASSIAN CORPORATION$3.0M0.21%43,346CommonSOLE
65406E102NICNICOLET BANKSHARES INC$3.0M0.21%19,903CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.9M0.21%42,564CommonSOLE
222795502CUZCOUSINS PPTYS INC$2.9M0.21%130,249CommonSOLE
L44385109GLOBGLOBANT S A$2.9M0.21%63,443CommonSOLE
655663102NDSNNORDSON CORP$2.9M0.21%10,978CommonSOLE
149568107CVCOCAVCO INDS INC DEL$2.9M0.21%5,939CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$2.9M0.21%226,804CommonSOLE
08265T208BSYBENTLEY SYS INC$2.8M0.20%80,683CommonSOLE
353514102FELEFRANKLIN ELEC INC$2.8M0.20%30,456CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$2.8M0.20%21,972CommonSOLE
736508847PORPORTLAND GEN ELEC CO$2.8M0.20%52,789CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.8M0.20%34,469CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.8M0.20%4,054CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.7M0.19%24,670CommonSOLE
71363P106PRDOPERDOCEO ED CORP$2.7M0.19%72,593CommonSOLE
69553P100PDPAGERDUTY INC$2.7M0.19%432,762CommonSOLE
77311W101RKTROCKET COS INC$2.7M0.19%188,310CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2.7M0.19%20,089CommonSOLE
74967X103RHRH$2.7M0.19%19,067CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$2.6M0.19%35,652CommonSOLE
380237107GDDYGODADDY INC$2.6M0.19%31,837CommonSOLE
553530106MSMMSC INDL DIRECT INC$2.6M0.19%28,451CommonSOLE
36828A101GEVGE VERNOVA INC$2.6M0.19%3,002CommonSOLE
M96088105URGNUROGEN PHARMA LTD$2.6M0.19%145,342CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$2.6M0.19%709,450CommonSOLE
457669307INSMINSMED INC$2.6M0.18%15,768CommonSOLE
45167R104IEXIDEX CORP$2.6M0.18%13,539CommonSOLE
060505104BACBANK AMERICA CORP$2.6M0.18%52,642CommonSOLE
440407104HBNCHORIZON BANCORP IND$2.6M0.18%154,724CommonSOLE
224441105CXTCRANE NXT CO$2.6M0.18%63,015CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.6M0.18%83,252CommonSOLE
172908105CTASCINTAS CORP$2.6M0.18%15,105CommonSOLE
950810101WSBCWESBANCO INC$2.5M0.18%72,952CommonSOLE
78475V103MWHSOLV ENERGY INC$2.5M0.18%83,780CommonSOLE
00737L103CVSACOVISTA INC$2.5M0.18%21,803CommonSOLE
N44445109IMTXIMMATICS N.V$2.5M0.18%254,140CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.5M0.18%9,083CommonSOLE
235825205DANDANA INC$2.5M0.18%74,263CommonSOLE
832696405SJMSMUCKER J M CO$2.5M0.18%25,623CommonSOLE
00091G104ACVAACV AUCTIONS INC$2.4M0.18%577,338CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$2.4M0.17%113,974CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$2.4M0.17%163,641CommonSOLE
871607107SNPSSYNOPSYS INC$2.4M0.17%6,042CommonSOLE
882508104TXNTEXAS INSTRS INC$2.4M0.17%12,288CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$2.4M0.17%22,914CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS$2.4M0.17%45,749CommonSOLE
29605J106ESABESAB CORPORATION$2.4M0.17%24,350CommonSOLE
30234F101XZOEXZEO GROUP INC$2.4M0.17%160,196CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2.3M0.17%35,240CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$2.3M0.16%59,404CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$2.3M0.16%70,747CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.3M0.16%40,026CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.3M0.16%16,608CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$2.2M0.16%136,415CommonSOLE
G6700G107NVTNVENT ELEC PLC$2.2M0.16%18,710CommonSOLE
71880K101PHINPHINIA INC$2.2M0.16%32,332CommonSOLE
404251100HNIHNI CORP$2.2M0.16%66,075CommonSOLE
10316T104BOXBOX INC$2.2M0.16%92,991CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$2.2M0.16%23,711CommonSOLE
H00501108AEBIAEBI SCHMIDT HLDG AG$2.2M0.16%225,849CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSP$2.2M0.16%59,801CommonSOLE
552690109MDUMDU RES GROUP INC$2.2M0.16%105,403CommonSOLE
070830104BBWIBATH & BODY WORKS INC$2.2M0.16%116,837CommonSOLE
40131M109GHGUARDANT HEALTH INC$2.2M0.16%23,557CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.15%3CommonSOLE
002824100ABTABBOTT LABORATORIES$2.1M0.15%20,909CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.1M0.15%7,287CommonSOLE
192576106COHUCOHU INC$2.1M0.15%69,502CommonSOLE
942622200WSOWATSCO INC$2.1M0.15%5,848CommonSOLE
G8473T100STESTERIS PLC$2.1M0.15%9,605CommonSOLE
753422104RPDRAPID7 INC$2.1M0.15%381,240CommonSOLE
48666K109KBHKB HOME$2.1M0.15%40,587CommonSOLE
98937L105ZBIOZENAS BIOPHARMA INC$2.1M0.15%107,016CommonSOLE
615369105MCOMOODYS CORP$2.1M0.15%4,771CommonSOLE
22266T109CPNGCOUPANG INC$2.1M0.15%110,100CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$2.1M0.15%44,028CommonSOLE
422704106HLHECLA MINING COMPANY$2.1M0.15%110,918CommonSOLE
233331107DTEDTE ENERGY CO$2.0M0.15%13,983CommonSOLE
92826C839VVISA INC$2.0M0.15%6,751CommonSOLE
071813109BAXBAXTER INTL INC$2.0M0.15%121,151CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.0M0.14%29,754CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$2.0M0.14%5,070CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2.0M0.14%14,689CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$2.0M0.14%55,206CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$2.0M0.14%30,521CommonSOLE
458665304TILEINTERFACE INC$2.0M0.14%79,099CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$2.0M0.14%93,622CommonSOLE
44925C103ICFIICF INTL INC$1.9M0.14%29,765CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.9M0.14%26,210CommonSOLE
680033107ONBOLD NATL BANCORP IND$1.9M0.13%84,363CommonSOLE
053611109AVYAVERY DENNISON CORP$1.8M0.13%10,679CommonSOLE
369604301GEGE AEROSPACE$1.8M0.13%6,477CommonSOLE
80004C200SNDKSANDISK CORP$1.8M0.13%2,873CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$1.8M0.13%344,933CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.8M0.13%10,996CommonSOLE
750940108RALRALLIANT CORP$1.8M0.13%43,544CommonSOLE
688239201OSKOSHKOSH CORP$1.8M0.13%12,264CommonSOLE
338307101FIVNFIVE9 INC$1.8M0.13%118,622CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$1.8M0.13%18,876CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$1.8M0.13%26,505CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$1.8M0.13%12,940CommonSOLE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$1.8M0.13%24,060CommonSOLE
013091103ACIALBERTSONS COS INC$1.8M0.13%103,386CommonSOLE
608190104MHKMOHAWK INDS INC$1.7M0.13%17,767CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$1.7M0.12%37,116CommonSOLE
718546104PSXPHILLIPS 66$1.7M0.12%9,424CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.7M0.12%4,119CommonSOLE
032654105ADIANALOG DEVICES INC$1.7M0.12%5,389CommonSOLE
G9456A100GLNGGOLAR LNG LTD$1.7M0.12%31,166CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.7M0.12%5,855CommonSOLE
69047Q102OVVOVINTIV INC$1.7M0.12%28,276CommonSOLE
872590104TMUST-MOBILE US INC$1.6M0.12%7,844CommonSOLE
008492100ADCAGREE RLTY CORP$1.6M0.12%21,645CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.6M0.12%40,398CommonSOLE
34959E109FTNTFORTINET INC$1.6M0.12%19,861CommonSOLE
917047102URBNURBAN OUTFITTERS INC$1.6M0.12%25,529CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$1.6M0.12%62,934CommonSOLE
87240R107TFSLTFS FINL CORP$1.6M0.11%112,265CommonSOLE
69318G106PBFPBF ENERGY INC$1.6M0.11%32,790CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$1.5M0.11%217,039CommonSOLE
12468P104AIC3 AI INC$1.5M0.11%181,240CommonSOLE
825690100SSTKSHUTTERSTOCK INC$1.5M0.11%91,093CommonSOLE
G0084W101ADNTADIENT PLC$1.5M0.11%74,835CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$1.5M0.11%32,937CommonSOLE
92343E102VRSNVERISIGN INC$1.5M0.11%5,951CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.5M0.10%64,479CommonSOLE
397624107GEFGREIF INC$1.5M0.10%21,779CommonSOLE
92556V106VTRSVIATRIS INC$1.4M0.10%106,772CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.4M0.10%6,222CommonSOLE
302635206FSKFS KKR CAP CORP$1.4M0.10%140,357CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.10%16,726CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$1.4M0.10%112,927CommonSOLE
01741R102ATIATI INC$1.4M0.10%9,762CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.10%8,861CommonSOLE
358054104FRSHFRESHWORKS INC$1.4M0.10%175,974CommonSOLE
671044105OSISOSI SYSTEMS INC$1.4M0.10%5,280CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.10%27,891CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$1.4M0.10%54,250CommonSOLE
80810D103SDGRSCHRODINGER INC$1.4M0.10%123,001CommonSOLE
09257W100BXMTBLACKSTONE MORTGAGE TRUST IN$1.4M0.10%72,738CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC.$1.4M0.10%8,191CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$1.4M0.10%38,886CommonSOLE
968223206WLYWILEY JOHN & SONS INC$1.4M0.10%35,852CommonSOLE
G0457F107ARCOARCOS DORADOS HLDGS INC$1.3M0.10%162,848CommonSOLE
95058W100WENWENDYS CO$1.3M0.10%193,270CommonSOLE
23282W605CYTKCYTOKINETICS INC$1.3M0.10%20,350CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.10%8,150CommonSOLE
85209W109SPTSPROUT SOCIAL INC$1.3M0.10%235,142CommonSOLE
92852X103VTSVITESSE ENERGY INC$1.3M0.10%73,353CommonSOLE
191216100KOCOCA COLA CO$1.3M0.09%17,278CommonSOLE
806037107SCSCSCANSOURCE INC$1.3M0.09%35,797CommonSOLE
303250104FICOFAIR ISAAC CORP$1.3M0.09%1,209CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.3M0.09%8,119CommonSOLE
254423106DINDINE BRANDS GLOBAL INC$1.3M0.09%48,492CommonSOLE
252131107DXCMDEXCOM INC$1.3M0.09%20,106CommonSOLE
743315103PGRPROGRESSIVE CORP$1.3M0.09%6,366CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.3M0.09%37,797CommonSOLE
23834J201DAVEDAVE INC$1.3M0.09%7,226CommonSOLE
600544100MLKNMILLERKNOLL INC$1.3M0.09%86,651CommonSOLE
50189K103LCIILCI INDS$1.2M0.09%10,047CommonSOLE
03073E105CORCENCORA INC$1.2M0.09%3,933CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$1.2M0.09%21,630CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.09%6,369CommonSOLE
G63755105NIQNIQ GLOBAL INTELLIGENCE PLC$1.2M0.09%107,122CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.2M0.09%4,248CommonSOLE
53566V106LINELINEAGE INC$1.2M0.09%36,519CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.08%2,556CommonSOLE
74275G107PRTHPRIORITY TECHNOLOGY HLDGS IN$1.2M0.08%248,535CommonSOLE
783754104RYZRYERSON HLDG CORP$1.2M0.08%51,458CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$1.2M0.08%5,201CommonSOLE
403949100DINOHF SINCLAIR CORP$1.2M0.08%18,502CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.1M0.08%191,244CommonSOLE
75574U101RCREADY CAPITAL CORP$1.1M0.08%705,596CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$1.1M0.08%6,837CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$1.1M0.08%6,220CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.08%6,147CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$1.1M0.08%57,297CommonSOLE
G98239109XPXP INC$1.1M0.08%58,556CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$1.1M0.08%52,764CommonSOLE
565394103CARTMAPLEBEAR INC$1.1M0.08%29,464CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.1M0.08%15,108CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.1M0.08%3,298CommonSOLE
92847W103VITLVITAL FARMS INC$1.1M0.08%76,288CommonSOLE
610236101MNROMONRO INC$1.1M0.08%66,835CommonSOLE
88579Y101MMM3M CO$1.1M0.08%7,347CommonSOLE
92552V100VSATVIASAT INC$1.1M0.08%23,236CommonSOLE
G38327105GPRKGEOPARK LTD$1.1M0.08%111,269CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.0M0.08%3,583CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$1.0M0.07%7,100CommonSOLE
26856L103ELFE L F BEAUTY INC$1.0M0.07%17,114CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$1.0M0.07%5,762CommonSOLE
29460X109EQBKEQUITY BANCSHARES INC$1.0M0.07%23,067CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$1.0M0.07%70,584CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.07%14,074CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.0M0.07%8,913CommonSOLE
461202103INTUINTUIT$965,0720.07%2,232CommonSOLE
448579102HHYATT HOTELS CORP$957,3540.07%6,658CommonSOLE
83304A106SNAPSNAP INC$955,5120.07%207,720CommonSOLE
12685J105CABOCABLE ONE INC$949,1310.07%10,406CommonSOLE
369550108GDGENERAL DYNAMICS CORP$946,9440.07%2,759CommonSOLE
444859102HUMHUMANA INC$942,8950.07%5,438CommonSOLE
G6375R107NESRNATIONAL ENERGY SERVICES REU$938,0030.07%43,689CommonSOLE
373865104GABCGERMAN AMERN BANCORP INC$935,2600.07%22,380CommonSOLE
G54950103LINLINDE PLC$931,0370.07%1,878CommonSOLE
458140100INTCINTEL CORP$925,9800.07%20,983CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$922,7400.07%16,254CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$917,1000.07%5,831CommonSOLE
689648103OTTROTTER TAIL CORP$913,8610.07%10,412CommonSOLE
285512109EAELECTRONIC ARTS INC$902,5320.06%4,427CommonSOLE
74340W103PLDPROLOGIS INC.$900,2780.06%6,811CommonSOLE
87507T101TBNTAMBORAN RES CORP$900,0700.06%18,005CommonSOLE
947890109WBSWEBSTER FINL CORP$898,9890.06%12,950CommonSOLE
G8068L108SNSHARKNINJA INC$896,1260.06%8,462CommonSOLE
974155103WINGWINGSTOP INC$892,4720.06%5,759CommonSOLE
88025T102TENBTENABLE HLDGS INC$892,1310.06%52,742CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$890,6060.06%117,961CommonSOLE
466367109JACKJACK IN THE BOX INC$887,6670.06%91,796CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$885,9650.06%5,376CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$872,9000.06%10,267CommonSOLE
15135B101CNCCENTENE CORP DEL$848,8500.06%25,927CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$848,7880.06%673CommonSOLE
33829M101FIVEFIVE BELOW INC$832,3530.06%3,643CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$829,8080.06%6,944CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$829,5260.06%6,223CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$826,1810.06%6,027CommonSOLE
87918A105TDOCTELADOC HEALTH INC$819,1240.06%150,298CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$817,4510.06%8,391CommonSOLE
745867101PHMPULTE GROUP INC$815,7430.06%6,936CommonSOLE
387328107GVAGRANITE CONSTR INC$813,2660.06%6,784CommonSOLE
G97822103PRGOPERRIGO CO PLC$807,4120.06%75,178CommonSOLE
15687V109CERTCERTARA INC$803,5920.06%140,981CommonSOLE
30034W106EVRGEVERGY INC$799,5390.06%9,760CommonSOLE
87652V109TASKTASKUS INC$790,6930.06%117,838CommonSOLE
931142103WMTWALMART INC$785,8220.06%6,323CommonSOLE
947002101WLTHWEALTHFRONT CORP$782,0510.06%84,546CommonSOLE
29476L107EQREQUITY RESIDENTIAL$779,2420.06%13,174CommonSOLE
92276F100VTRVENTAS INC$778,7090.06%9,522CommonSOLE
254604101IRONDISC MEDICINE INC$777,6380.06%12,162CommonSOLE
219350105GLWCORNING INC$772,7180.06%5,683CommonSOLE
G0260P102ASAMER SPORTS INC$770,7230.06%23,412CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$754,2790.05%7,667CommonSOLE
032095101APHAMPHENOL CORP$754,1830.05%5,969CommonSOLE
374689107ROCKGIBRALTAR INDS INC$752,5460.05%18,875CommonSOLE
875465106SKTTANGER INC$751,2300.05%22,108CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED$750,6300.05%95,500CommonSOLE
04124A100APCARKO PETE CORP$743,9560.05%41,585CommonSOLE
78467J100SSNCSS&C TECH HLDGS$736,4450.05%10,899CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$730,3220.05%2,699CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$728,2050.05%12,900CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$727,0980.05%563,642CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$719,5060.05%113,666CommonSOLE
756109104OREALTY INCOME CORP$710,8500.05%11,619CommonSOLE
77543R102ROKUROKU INC$699,7150.05%7,395CommonSOLE
229663109CUBECUBESMART$699,3920.05%19,083CommonSOLE
26622P107DOCSDOXIMITY INC$694,6430.05%29,813CommonSOLE
011642105ALRMALARM COM HLDGS INC$694,1930.05%16,073CommonSOLE
93403J106WRBYWARBY PARKER INC$693,7720.05%32,927CommonSOLE
902653104UDRUDR INC$689,7200.05%20,418CommonSOLE
30050B101EVHEVOLENT HEALTH INC$689,4860.05%302,406CommonSOLE
58155Q103MCKMCKESSON CORP$668,9230.05%773CommonSOLE
020002101ALLALLSTATE CORP$659,7560.05%3,182CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$657,8210.05%22,841CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$653,4270.05%3,216CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$647,3880.05%27,678CommonSOLE
62944T105NVRNVR INC$645,8030.05%98CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$645,0270.05%21,895CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$640,2010.05%36,772CommonSOLE
157085101CERSCERUS CORP$639,2090.05%351,214CommonSOLE
049560105ATOATMOS ENERGY CORP$637,0990.05%3,449CommonSOLE
565788106MARAMARA HOLDINGS INC$634,4810.05%77,755CommonSOLE
438333106HNSTHONEST CO INC$632,2880.05%215,064CommonSOLE
58470H101MEDMEDIFAST INC$622,3540.04%61,075CommonSOLE
693506107PPGPPG INDS INC$620,4380.04%5,805CommonSOLE
03782L101APPNAPPIAN CORP$618,0360.04%25,634CommonSOLE
14174T107CTRECARETRUST REIT INC$617,2230.04%16,841CommonSOLE
758849103REGREGENCY CTRS CORP$616,9320.04%8,154CommonSOLE
256746108DLTRDOLLAR TREE INC$615,8840.04%5,624CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$610,7760.04%10,200CommonSOLE
85208T107CXMSPRINKLR INC$609,6420.04%101,607CommonSOLE
N69958101PICSPICS NV$608,4830.04%58,228CommonSOLE
095306106BLBDBLUE BIRD CORP$599,2480.04%10,552CommonSOLE
45778Q107NSPINSPERITY INC$598,0440.04%22,117CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$595,0150.04%22,815CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$592,4000.04%3,122CommonSOLE
366651107ITGARTNER INC$590,2920.04%3,728CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$583,1050.04%12,726CommonSOLE
22041X102CRSRCORSAIR GAMING INC$574,3470.04%103,486CommonSOLE
816850101SMTCSEMTECH CORP$573,2920.04%7,456CommonSOLE
337932107FEFIRSTENERGY CORP$567,3410.04%11,199CommonSOLE
30069T101EEEXCELERATE ENERGY INC$565,8340.04%16,931CommonSOLE
754907103RYNRAYONIER INC$562,6370.04%27,286CommonSOLE
09227Q100BLKBBLACKBAUD INC$562,2000.04%14,561CommonSOLE
983134107WYNNWYNN RESORTS LTD$558,8300.04%5,503CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$558,7310.04%52,463CommonSOLE
22822V101CCICROWN CASTLE INC$556,8110.04%6,848CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$552,8830.04%564,166CommonSOLE
680277100OSBCOLD SECOND BANCORP INC DEL$542,9890.04%26,934CommonSOLE
48251K100KREFKKR REAL ESTATE FIN TR INC$542,2140.04%88,597CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$542,2020.04%9,148CommonSOLE
579780206MKCMCCORMICK & CO INC$539,6580.04%10,699CommonSOLE
093712107BEBLOOM ENERGY CORP$535,4560.04%3,952CommonSOLE
G21810109CLVTCLARIVATE PLC$534,8900.04%211,419CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$530,5810.04%12,147CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$530,4190.04%69,155CommonSOLE
852312305STAASTAAR SURGICAL CO$529,2850.04%28,304CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$528,9080.04%1,822CommonSOLE
L72967109OECORION S.A.$522,8150.04%80,433CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$521,1940.04%52,434CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$521,0960.04%19,664CommonSOLE
16359R103CHECHEMED CORP NEW$518,6370.04%1,373CommonSOLE
98389B100XELXCEL ENERGY INC$505,3180.04%6,361CommonSOLE
828730200SFNCSIMMONS FIRST NATL CORP$504,3000.04%25,928CommonSOLE
466313103JBLJABIL INC$501,2440.04%1,887CommonSOLE
05508R106BGSB & G FOODS INC$488,3740.03%101,533CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDGS$485,9760.03%25,988CommonSOLE
471024109JANJANUS LIVING INC$476,3260.03%20,209CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$473,0450.03%15,459CommonSOLE
00164V103AMCXAMC NETWORKS INC$471,0900.03%69,380CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$470,3020.03%6,638CommonSOLE
90384S303ULTAULTA BEAUTY INC$469,9160.03%899CommonSOLE
146280508SILASILA REALTY TRUST INC$463,6070.03%19,578CommonSOLE
987084100YSSYORK SPACE SYSTEMS INC$462,9320.03%20,881CommonSOLE
260557103DOWDOW HLDGS INC$461,0660.03%11,070CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$457,9060.03%26,047CommonSOLE
268150109DTDYNATRACE INC$457,7010.03%12,377CommonSOLE
36467J108GLPIGAMING & LEISURE P$456,1680.03%10,281CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$450,7920.03%83,480CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$448,7280.03%254,959CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$448,0050.03%1,298CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$446,5610.03%2,146CommonSOLE
40416E103HCIHCI GROUP INC$446,5140.03%2,888CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$446,2690.03%2,719CommonSOLE
402635502GPORGULFPORT ENERGY CORP$439,2190.03%2,076CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$436,5340.03%24,078CommonSOLE
929042109VNOVORNADO RLTY TR$435,6440.03%16,762CommonSOLE
90138A103VNETVNET GROUP INC$434,6860.03%51,810CommonSOLE

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.