MondegarAI
NORDEA INVESTMENT MANAGEMENT AB

Q2 2025 · 13F-HR

NORDEA INVESTMENT MANAGEMENT ABholdings as filed

Filed 2025-07-29 · accession 0001218210-25-000012

$107.78B
Reported value
861
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · NORDEA INVESTMENT MANAGEMENT AB · Q2 2025

AI · grounded in 13F

NORDEA INVESTMENT MANAGEMENT AB established a new position in MSFT valued at $7.03B. The fund also initiated new stakes in NVDA for $5.96B and AAPL for $4.45B. Additional new positions include AMZN at $2.48B and GOOGL at $2.28B.

Holdings as filed

First 500 of 861

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$7.03B6.52%14,153,148CommonNONE
67066G104NVDANVIDIA CORPORATION$5.96B5.53%37,839,683CommonNONE
037833100AAPLAPPLE INC$4.45B4.13%22,268,852CommonNONE
023135106AMZNAMAZON COM INC$2.48B2.30%11,216,339CommonNONE
02079K305GOOGLALPHABET INC$2.28B2.12%12,905,704CommonSOLE
11135F101AVGOBROADCOM INC$1.88B1.74%6,839,082CommonNONE
30303M102METAMETA PLATFORMS INC$1.72B1.60%2,322,667CommonNONE
17275R102CSCOCISCO SYS INC$1.48B1.37%21,341,310CommonSOLE
02079K107GOOGALPHABET INC$1.37B1.27%7,709,452CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.32B1.23%2,384,970CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.30B1.20%226,608CommonSOLE
64110L106NFLXNETFLIX INC$1.26B1.17%945,067CommonNONE
291011104EMREMERSON ELEC CO$1.22B1.14%9,195,005CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.07B0.99%2,455,734CommonNONE
512807306LRCXLAM RESEARCH CORP$1.03B0.95%10,594,574CommonNONE
92826C839VVISA INC$1.02B0.94%2,898,338CommonSOLE
532457108LLYELI LILLY & CO$1.01B0.94%1,294,391CommonNONE
478160104JNJJOHNSON & JOHNSON$951.1M0.88%6,259,259CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$932.0M0.86%3,204,332CommonNONE
81762P102NOWSERVICENOW INC$918.7M0.85%896,122CommonNONE
872540109TJXTJX COS INC NEW$899.1M0.83%7,347,792CommonNONE
94106L109WMWASTE MGMT INC DEL$870.2M0.81%3,829,480CommonNONE
58933Y105MRKMERCK & CO INC$845.1M0.78%10,735,428CommonNONE
00287Y109ABBVABBVIE INC$833.7M0.77%4,489,477CommonNONE
031162100AMGNAMGEN INC$796.0M0.74%2,851,938CommonSOLE
58155Q103MCKMCKESSON CORP$722.2M0.67%994,678CommonSOLE
025816109AXPAMERICAN EXPRESS CO$721.5M0.67%2,267,377CommonNONE
040413205ANETARISTA NETWORKS INC$721.3M0.67%7,065,054CommonNONE
34959E109FTNTFORTINET INC$706.0M0.65%6,726,135CommonSOLE
00724F101ADBEADOBE INC$702.8M0.65%1,805,683CommonSOLE
G54950103LINLINDE PLC$696.1M0.65%1,489,031CommonNONE
461202103INTUINTUIT$687.0M0.64%875,558CommonSOLE
278642103EBAYEBAY INC.$674.1M0.63%9,085,603CommonSOLE
760759100RSGREPUBLIC SVCS INC$656.5M0.61%2,688,522CommonNONE
125523100CITHE CIGNA GROUP$636.0M0.59%1,941,124CommonSOLE
25809K105DASHDOORDASH INC$626.6M0.58%2,574,182CommonNONE
79466L302CRMSALESFORCE INC$621.1M0.58%2,271,603CommonNONE
172967424CCITIGROUP INC$613.7M0.57%7,201,827CommonNONE
075887109BDXBECTON DICKINSON & CO$577.4M0.54%3,365,509CommonNONE
911363109URIUNITED RENTALS INC$565.4M0.52%749,276CommonNONE
194162103CLCOLGATE PALMOLIVE CO$556.7M0.52%6,191,771CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$555.6M0.52%7,195,669CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$555.1M0.51%1,793,835CommonNONE
172908105CTASCINTAS CORP$551.1M0.51%2,496,732CommonNONE
871607107SNPSSYNOPSYS INC$544.9M0.51%1,058,564CommonNONE
65339F101NEENEXTERA ENERGY INC$533.9M0.50%7,836,465CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$513.7M0.48%4,091,676CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$506.6M0.47%5,459,829CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$478.8M0.44%2,365,301CommonNONE
504922105LHLABCORP HOLDINGS INC$477.0M0.44%1,829,039CommonSOLE
949746101WMT2WELLS FARGO CO NEW$466.0M0.43%5,783,095CommonNONE
191216100KOCOCA COLA CO$459.8M0.43%6,542,059CommonSOLE
501889208LKQLKQ CORP$456.6M0.42%12,367,007CommonNONE
872590104TMUST-MOBILE US INC$450.9M0.42%1,904,969CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$448.3M0.42%1,472,835CommonSOLE
370334104GISGENERAL MLS INC$443.2M0.41%8,588,624CommonSOLE
863667101SYKSTRYKER CORPORATION$440.4M0.41%1,120,319CommonNONE
88160R101TSLATESLA INC$439.0M0.41%1,366,620CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$438.2M0.41%1,363,410CommonNONE
375558103GILDGILEAD SCIENCES INC$436.6M0.41%3,956,933CommonNONE
278865100ECLECOLAB INC$431.3M0.40%1,613,002CommonNONE
92338C103VLTOVERALTO CORP$430.6M0.40%4,284,088CommonNONE
038222105AMATAPPLIED MATLS INC$427.3M0.40%2,329,966CommonNONE
713448108PEPPEPSICO INC$420.6M0.39%3,193,102CommonSOLE
742718109PGPROCTER AND GAMBLE CO$418.6M0.39%2,635,401CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$415.1M0.39%3,246,769CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$406.0M0.38%800,068CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$383.1M0.36%3,213,748CommonNONE
78409V104SPGIS&P GLOBAL INC$379.4M0.35%730,290CommonNONE
833034101SNASNAP ON INC$376.8M0.35%1,221,748CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$372.4M0.35%8,734,229CommonSOLE
743315103PGRPROGRESSIVE CORP$371.0M0.34%1,401,116CommonNONE
98978V103ZTSZOETIS INC$368.2M0.34%2,356,166CommonNONE
55354G100MSCIMSCI INC$365.7M0.34%641,470CommonNONE
747525103QCOMQUALCOMM INC$363.4M0.34%2,295,458CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$362.5M0.34%3,598,284CommonNONE
59156R108METMETLIFE INC$355.2M0.33%4,426,101CommonNONE
235851102DHRDANAHER CORPORATION$352.2M0.33%1,763,580CommonNONE
29444U700EQIXEQUINIX INC$352.2M0.33%450,693CommonNONE
40412C101HCAHCA HEALTHCARE INC$350.4M0.33%927,781CommonNONE
437076102HDHOME DEPOT INC$347.1M0.32%948,793CommonNONE
03073E105CORCENCORA INC$346.5M0.32%1,157,951CommonNONE
254687106DISDISNEY WALT CO$346.5M0.32%2,807,113CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$339.8M0.32%2,470,129CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$338.6M0.31%4,357,428CommonNONE
98138H101WDAYWORKDAY INC$334.9M0.31%1,397,260CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$334.4M0.31%1,532,818CommonNONE
929740108WABWABTEC$333.1M0.31%1,592,529CommonNONE
337738108FISVFISERV INC$329.4M0.31%1,925,448CommonSOLE
46266C105IQVIQVIA HLDGS INC$326.3M0.30%2,060,460CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$325.4M0.30%670,264CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$318.9M0.30%2,311,591CommonSOLE
16115Q308GTLSCHART INDS INC$317.2M0.29%1,906,083CommonSOLE
501044101KRKROGER CO$315.6M0.29%4,415,092CommonNONE
G25508105CRHCRH PLC$308.9M0.29%3,369,259CommonNONE
036752103ELVELEVANCE HEALTH INC$307.9M0.29%795,123CommonSOLE
690742101OCOWENS CORNING NEW$305.3M0.28%2,225,800CommonNONE
494368103KMBKIMBERLY-CLARK CORP$305.0M0.28%2,380,714CommonNONE
30161N101EXCEXELON CORP$298.7M0.28%6,944,168CommonNONE
615369105MCOMOODYS CORP$298.5M0.28%604,010CommonSOLE
126650100CVSCVS HEALTH CORP$298.1M0.28%4,341,044CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$295.2M0.27%3,979,403CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$287.9M0.27%6,399,905CommonNONE
053332102AZOAUTOZONE INC$285.6M0.26%78,624CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$280.7M0.26%4,209,243CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$276.1M0.26%1,700,655CommonSOLE
858119100STLDSTEEL DYNAMICS INC$271.2M0.25%2,088,372CommonNONE
G87052109TELTE CONNECTIVITY PLC$269.7M0.25%1,605,782CommonNONE
482480100KLACKLA CORP$267.4M0.25%299,094CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$264.2M0.25%1,203,722CommonNONE
29670G102WTRGESSENTIAL UTILS INC$263.6M0.24%7,150,259CommonSOLE
20030N101CMCSACOMCAST CORP NEW$253.8M0.24%7,118,755CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$248.5M0.23%2,734,960CommonNONE
149123101CATCATERPILLAR INC$244.4M0.23%631,379CommonNONE
670346105NUENUCOR CORP$244.1M0.23%1,856,100CommonNONE
36168Q104GFLGFL ENVIRONMENTAL INC$243.9M0.23%4,881,766CommonSOLE
95040Q104WELLWELLTOWER INC$242.6M0.23%1,602,490CommonNONE
857477103STTSTATE STR CORP$241.9M0.22%2,273,567CommonNONE
526057104LENLENNAR CORP$241.8M0.22%2,197,646CommonNONE
74762E102QUREQUANTA SVCS INC$241.7M0.22%639,262CommonSOLE
931142103WMTWALMART INC$237.4M0.22%2,460,416CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$234.9M0.22%5,468,249CommonSOLE
576323109MTZMASTEC INC$234.6M0.22%1,378,230CommonSOLE
871829107SYYSYSCO CORP$233.3M0.22%3,093,485CommonSOLE
58733R102MELIMERCADOLIBRE INC$231.1M0.21%89,454CommonNONE
758750103RRXREGAL REXNORD CORPORATION$224.9M0.21%1,552,134CommonSOLE
67059N108NTNXNUTANIX INC$224.9M0.21%2,924,167CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$224.8M0.21%996,347CommonSOLE
192422103CGNXCOGNEX CORP$223.6M0.21%7,075,772CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$223.2M0.21%3,985,846CommonNONE
37940X102GPNGLOBAL PMTS INC$218.0M0.20%2,729,151CommonSOLE
G0176J109ALLEALLEGION PLC$216.1M0.20%1,509,567CommonNONE
98389B100XELXCEL ENERGY INC$216.0M0.20%3,211,081CommonNONE
574599106MASMASCO CORP$212.4M0.20%3,311,261CommonNONE
892672106TWTRADEWEB MKTS INC$212.1M0.20%1,477,454CommonNONE
29084Q100EMEEMCOR GROUP INC$210.3M0.20%395,110CommonSOLE
205887102CAGCONAGRA BRANDS INC$206.5M0.19%10,105,309CommonSOLE
500754106KHCKRAFT HEINZ CO$201.3M0.19%7,820,516CommonNONE
231021106CMICUMMINS INC$200.5M0.19%615,541CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$196.5M0.18%2,456,506CommonSOLE
87612E106TGTTARGET CORP$196.1M0.18%1,983,424CommonNONE
761152107RMDRESMED INC$195.9M0.18%764,243CommonNONE
651639106NEMNEWMONT CORP$184.7M0.17%3,220,062CommonNONE
744320102PRUPRUDENTIAL FINL INC$184.2M0.17%1,720,781CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$183.2M0.17%1,285,854CommonNONE
832696405SJMSMUCKER J M CO$178.5M0.17%1,829,767CommonSOLE
001055102AFLAFLAC INC$178.1M0.17%1,703,397CommonNONE
78463M107SPSCSPS COMM INC$177.6M0.16%1,330,237CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$176.9M0.16%727,219CommonNONE
228368106CCKCROWN HLDGS INC$174.0M0.16%1,691,770CommonSOLE
580135101MCDMCDONALDS CORP$172.0M0.16%590,295CommonSOLE
595112103MUMICRON TECHNOLOGY INC$171.5M0.16%1,395,586CommonNONE
G02602103DOXAMDOCS LTD$170.8M0.16%1,879,023CommonNONE
68389X105ORCLORACLE CORP$170.5M0.16%769,111CommonSOLE
436440101HO1HOLOGIC INC$168.7M0.16%2,587,414CommonNONE
55306N104MKSIMKS INC.$167.7M0.16%1,693,950CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$166.0M0.15%7,945,771CommonNONE
776696106ROPROPER TECHNOLOGIES INC$165.9M0.15%294,853CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$165.6M0.15%716,518CommonNONE
75734B100RDDTREDDIT INC$164.0M0.15%1,060,935CommonNONE
00206R102TAT&T INC$163.8M0.15%5,733,014CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$163.2M0.15%2,205,415CommonNONE
443201108HWMHOWMET AEROSPACE INC$163.1M0.15%880,155CommonSOLE
244199105DEDEERE & CO$157.9M0.15%310,351CommonNONE
929160109VMCVULCAN MATLS CO$157.6M0.15%601,680CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$156.9M0.15%686,639CommonNONE
72352L106PINSPINTEREST INC$156.5M0.15%4,374,297CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$154.1M0.14%1,840,156CommonNONE
303075105FDSFACTSET RESH SYS INC$153.9M0.14%347,220CommonNONE
773903109ROKROCKWELL AUTOMATION INC$151.8M0.14%459,480CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$150.9M0.14%1,340,818CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$150.7M0.14%127,624CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$150.1M0.14%505,028CommonSOLE
45687V106IRINGERSOLL RAND INC$149.9M0.14%1,797,823CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$146.9M0.14%193,180CommonNONE
311900104FASTFASTENAL CO$146.3M0.14%3,494,315CommonNONE
609207105MDLZMONDELEZ INTL INC$144.9M0.13%2,154,954CommonNONE
717081103PFEPFIZER INC$144.2M0.13%5,930,075CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$142.8M0.13%658,140CommonSOLE
45167R104IEXIDEX CORP$141.1M0.13%805,188CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$140.2M0.13%643,153CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$140.0M0.13%789,821CommonNONE
90138F102TWLOTWILIO INC$139.7M0.13%1,123,638CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$136.1M0.13%2,191,598CommonSOLE
654106103NKENIKE INC$133.7M0.12%1,879,181CommonNONE
969904101WSMWILLIAMS SONOMA INC$133.0M0.12%816,176CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$128.2M0.12%2,290,764CommonNONE
617446448MSMORGAN STANLEY$127.7M0.12%912,282CommonNONE
36828A101GEVGE VERNOVA INC$125.3M0.12%237,732CommonNONE
87162W100SNXTD SYNNEX CORPORATION$125.1M0.12%928,628CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$123.8M0.11%175,216CommonNONE
835495102SONSONOCO PRODS CO$122.9M0.11%2,827,569CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$122.6M0.11%419,727CommonNONE
45784P101PODDINSULET CORP$122.4M0.11%389,658CommonNONE
049468101TEAMATLASSIAN CORPORATION$122.0M0.11%600,149CommonNONE
704326107PAYXPAYCHEX INC$121.3M0.11%846,180CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$121.1M0.11%638,341CommonNONE
91529Y106UNMUNUM GROUP$119.2M0.11%1,482,096CommonNONE
701094104PHPARKER-HANNIFIN CORP$118.9M0.11%170,095CommonNONE
G3922B107GGENPACT LIMITED$114.9M0.11%2,617,255CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$114.0M0.11%1,239,257CommonNONE
15135B101CNCCENTENE CORP DEL$113.9M0.11%2,125,268CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$112.8M0.10%570,386CommonSOLE
30231G102XOMEXXON MOBIL CORP$111.8M0.10%1,028,776CommonNONE
032095101APHAMPHENOL CORP NEW$110.9M0.10%1,131,809CommonNONE
922475108VEEVVEEVA SYS INC$110.8M0.10%391,273CommonNONE
G5960L103MDTMEDTRONIC PLC$110.5M0.10%1,269,448CommonSOLE
071813109BAXBAXTER INTL INC$108.1M0.10%3,552,698CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$107.0M0.10%347,285CommonNONE
G7S00T104PNRPENTAIR PLC$106.1M0.10%1,037,084CommonNONE
30040W108ESEVERSOURCE ENERGY$104.2M0.10%1,623,363CommonSOLE
37959E102GLGLOBE LIFE INC$104.1M0.10%841,501CommonSOLE
778296103ROSTROSS STORES INC$101.4M0.09%797,705CommonSOLE
04621X108AIZASSURANT INC$101.2M0.09%514,776CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$98.5M0.09%606,946CommonNONE
969457100WMBWILLIAMS COS INC$98.3M0.09%1,563,144CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$98.2M0.09%1,215,877CommonNONE
457187102INGRINGREDION INC$97.5M0.09%722,933CommonNONE
23331A109DHID R HORTON INC$96.1M0.09%748,190CommonNONE
384802104GWWGRAINGER W W INC$94.5M0.09%91,481CommonSOLE
745867101PHMPULTE GROUP INC$94.0M0.09%897,079CommonNONE
548661107LOWLOWES COS INC$93.5M0.09%423,543CommonNONE
902973304USBUS BANCORP DEL$90.8M0.08%1,994,993CommonNONE
34959J108FTVFORTIVE CORP$87.9M0.08%1,701,657CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$87.6M0.08%17,190,535CommonNONE
518439104ELLAUDER ESTEE COS INC$87.5M0.08%1,097,706CommonNONE
256163106DOCUDOCUSIGN INC$86.4M0.08%1,114,392CommonNONE
05722G100BKRBAKER HUGHES COMPANY$86.0M0.08%2,228,911CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$85.7M0.08%733,420CommonSOLE
281020107EIXEDISON INTL$85.5M0.08%1,666,964CommonNONE
060505104BACBANK AMERICA CORP$83.2M0.08%1,749,976CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$82.2M0.08%1,874,950CommonNONE
00766T100ACMAECOM$80.5M0.07%717,270CommonNONE
053484101AVBAVALONBAY CMNTYS INC$77.2M0.07%383,618CommonNONE
03831W108APPAPPLOVIN CORP$76.8M0.07%213,855CommonNONE
260557103DOWDOW INC$75.9M0.07%2,828,504CommonNONE
817565104SCISERVICE CORP INTL$74.9M0.07%922,648CommonNONE
443510607HUBBHUBBELL INC$71.4M0.07%175,823CommonNONE
537008104LFUSLITTELFUSE INC$70.7M0.07%311,436CommonNONE
806857108SLBSCHLUMBERGER LTD$70.2M0.07%2,056,967CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$68.3M0.06%603,252CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$67.9M0.06%3,923,205CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$67.1M0.06%864,519CommonNONE
749685103RPMRPM INTL INC$62.7M0.06%571,595CommonNONE
98139A105WKWORKIVA INC$61.2M0.06%907,861CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$59.9M0.06%143,319CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$59.9M0.06%359,824CommonNONE
682680103OKEONEOK INC NEW$58.9M0.05%722,818CommonNONE
166764100CVXCHEVRON CORP NEW$58.8M0.05%408,900CommonNONE
H1467J104CBCHUBB LIMITED$58.7M0.05%204,972CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$58.5M0.05%2,276,521CommonNONE
770700102HOODROBINHOOD MKTS INC$58.4M0.05%664,317CommonNONE
189054109CLXCLOROX CO DEL$57.8M0.05%484,352CommonNONE
115236101BROBROWN & BROWN INC$56.4M0.05%514,958CommonNONE
316773100FITBFIFTH THIRD BANCORP$56.1M0.05%1,354,288CommonNONE
81141R100SESEA LTD$56.0M0.05%352,099CommonNONE
253393102DKSDICKS SPORTING GOODS INC$55.7M0.05%278,602CommonNONE
83444M101SOLVSOLVENTUM CORP$55.5M0.05%732,860CommonNONE
941848103WATWATERS CORP$53.3M0.05%151,868CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$52.9M0.05%220,314CommonNONE
73278L105POOLPOOL CORP$52.8M0.05%183,802CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$52.2M0.05%239,783CommonSOLE
736508847PORPORTLAND GEN ELEC CO$51.7M0.05%1,280,187CommonNONE
303250104FICOFAIR ISAAC CORP$51.2M0.05%28,240CommonNONE
48020Q107JLLJONES LANG LASALLE INC$49.4M0.05%193,901CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$48.9M0.05%157,212CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$48.7M0.05%213,509CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$48.5M0.05%823,853CommonNONE
68622V106OGNORGANON & CO$48.3M0.04%4,904,076CommonNONE
456788108INFYINFOSYS LTD$47.4M0.04%2,561,795CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$47.1M0.04%153,004CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$45.7M0.04%1,026,244CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$45.6M0.04%197,227CommonNONE
12504L109CBRECBRE GROUP INC$44.4M0.04%320,189CommonNONE
64110W102NTESNETEASE INC$42.9M0.04%319,208CommonSOLE
009066101ABNBAIRBNB INC$42.8M0.04%321,281CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$42.6M0.04%151,036CommonNONE
42226K105HRHEALTHCARE RLTY TR$42.6M0.04%2,715,139CommonNONE
002824100ABTABBOTT LABS$41.9M0.04%310,456CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$40.5M0.04%227,412CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$40.0M0.04%484,979CommonNONE
086516101BBYBEST BUY INC$39.8M0.04%590,212CommonNONE
29364G103ETRENTERGY CORP NEW$39.8M0.04%483,177CommonNONE
23918K108DVADAVITA INC$39.7M0.04%281,392CommonNONE
855244109SBUXSTARBUCKS CORP$39.1M0.04%419,850CommonNONE
631103108NDAQNASDAQ INC$38.9M0.04%437,226CommonNONE
824348106SHWSHERWIN WILLIAMS CO$37.2M0.03%108,492CommonNONE
40434L105HPQHP INC$37.0M0.03%1,489,344CommonNONE
217204106CPRTCOPART INC$36.2M0.03%753,973CommonNONE
199908104FIXCOMFORT SYS USA INC$36.0M0.03%67,098CommonNONE
64110D104NTAPNETAPP INC$35.8M0.03%336,347CommonNONE
907818108UNPUNION PAC CORP$34.3M0.03%148,389CommonNONE
26884L109EQTEQT CORP$33.5M0.03%574,013CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$32.8M0.03%343,050CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$32.7M0.03%1,682,287CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$32.4M0.03%674,214CommonNONE
48123V102ZDZIFF DAVIS INC$31.4M0.03%1,035,836CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$31.2M0.03%31,682CommonNONE
775711104ROLROLLINS INC$31.1M0.03%557,404CommonNONE
988498101YUMYUM BRANDS INC$29.9M0.03%203,294CommonNONE
750940108RALRALLIANT CORP$29.5M0.03%566,972CommonNONE
37637K108GTLBGITLAB INC$28.0M0.03%610,902CommonNONE
89055F103BLDTOPBUILD CORP$27.5M0.03%84,834CommonSOLE
233331107DTEDTE ENERGY CO$27.5M0.03%208,818CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$27.1M0.03%144,141CommonSOLE
285512109EAELECTRONIC ARTS INC$27.0M0.03%171,833CommonNONE
44332N106HTHTH WORLD GROUP LTD$26.9M0.02%790,947CommonNONE
056752108BIDUBAIDU INC$26.9M0.02%313,637CommonSOLE
16411R208LNGCHENIERE ENERGY INC$26.4M0.02%109,285CommonNONE
98980G102ZSZSCALER INC$26.3M0.02%84,437CommonNONE
882508104TXNTEXAS INSTRS INC$26.3M0.02%126,720CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$26.0M0.02%63,191CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$25.6M0.02%130,300CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$24.5M0.02%46,988CommonNONE
92276F100VTRVENTAS INC$24.1M0.02%386,881CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$24.0M0.02%1,616,025CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$23.7M0.02%655,995CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$23.6M0.02%43,921CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$23.4M0.02%502,686CommonNONE
942622200WSOWATSCO INC$23.3M0.02%53,103CommonNONE
020002101ALLALLSTATE CORP$23.1M0.02%116,705CommonNONE
94106B101WCNWASTE CONNECTIONS INC$22.8M0.02%123,062CommonNONE
260003108DOVDOVER CORP$22.7M0.02%124,031CommonSOLE
87612G101TRGPTARGA RES CORP$22.5M0.02%128,911CommonNONE
40415F101HDBHDFC BANK LTD$22.4M0.02%293,004CommonNONE
032654105ADIANALOG DEVICES INC$21.9M0.02%92,413CommonNONE
315616102FFIVF5 INC$21.5M0.02%72,273CommonNONE
50155Q100KDKYNDRYL HLDGS INC$21.3M0.02%506,392CommonNONE
369604301GEGE AEROSPACE$20.5M0.02%80,210CommonNONE
460146103IPINTERNATIONAL PAPER CO$20.5M0.02%436,954CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$20.5M0.02%468,448CommonNONE
47215P106JDJD.COM INC$20.3M0.02%624,424CommonNONE
72703H101PLNTPLANET FITNESS INC$19.6M0.02%183,312CommonNONE
674599105OXYOCCIDENTAL PETE CORP$19.4M0.02%459,826CommonNONE
90384S303ULTAULTA BEAUTY INC$19.4M0.02%41,694CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$19.1M0.02%61,125CommonNONE
617700109MORNMORNINGSTAR INC$18.8M0.02%60,181CommonNONE
03076C106AMPAMERIPRISE FINL INC$18.3M0.02%34,416CommonNONE
571903202MARMARRIOTT INTL INC NEW$18.3M0.02%67,098CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$18.2M0.02%146,587CommonNONE
229663109CUBECUBESMART$18.1M0.02%429,717CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$18.1M0.02%68,451CommonNONE
680223104ORIOLD REP INTL CORP$18.0M0.02%472,546CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$17.6M0.02%945,897CommonNONE
86333M108LRNSTRIDE INC$17.0M0.02%117,199CommonNONE
92343E102VRSNVERISIGN INC$17.0M0.02%59,217CommonNONE
143658300CCL1EURCARNIVAL CORP$16.6M0.02%601,693CommonNONE
146869102CVNACARVANA CO$16.5M0.02%49,717CommonNONE
H2906T109GRMNGARMIN LTD$16.3M0.02%78,525CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$16.1M0.01%51,777CommonNONE
00827B106AFRMAFFIRM HLDGS INC$15.9M0.01%229,837CommonNONE
201723103CMCCOMMERCIAL METALS CO$15.8M0.01%318,575CommonNONE
09062X103BIIBBIOGEN INC$15.8M0.01%125,935CommonNONE
14040H105COFCAPITAL ONE FINL CORP$15.8M0.01%73,968CommonNONE
35905A109FTDRFRONTDOOR INC$15.6M0.01%264,527CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$14.9M0.01%157,570CommonNONE
87161C501SYU1SYNOVUS FINL CORP$14.7M0.01%281,862CommonNONE
00508Y102AYIACUITY INC$14.6M0.01%48,418CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$14.5M0.01%221,045CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$14.3M0.01%140,489CommonNONE
81211K100SDASEALED AIR CORP NEW$13.8M0.01%444,575CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$13.8M0.01%129,051CommonNONE
420261109HWKNHAWKINS INC$13.8M0.01%96,881CommonNONE
M4R82T106FVRRFIVERR INTL LTD$13.7M0.01%466,623CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$13.6M0.01%129,681CommonNONE
441593100HLIHOULIHAN LOKEY INC$13.5M0.01%74,469CommonNONE
09290D101BLKBLACKROCK INC$13.4M0.01%12,804CommonNONE
989701107ZIONZIONS BANCORPORATION N A$13.3M0.01%256,710CommonNONE
231561101CWCURTISS WRIGHT CORP$13.3M0.01%27,303CommonNONE
78440P306SKMSK TELECOM CO LTD$12.9M0.01%553,198CommonSOLE
011311107ALGALAMO GROUP INC$12.8M0.01%59,301CommonNONE
88033G407THCTENET HEALTHCARE CORP$12.8M0.01%74,647CommonNONE
G3323L100FNFABRINET$12.8M0.01%43,411CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$12.6M0.01%51,540CommonNONE
74624M102PPURE STORAGE INC$12.5M0.01%216,386CommonNONE
91879Q109MTNVAIL RESORTS INC$12.4M0.01%78,988CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$12.4M0.01%526,244CommonNONE
09260D107BXBLACKSTONE INC$12.3M0.01%82,031CommonNONE
74736K101QRVOQORVO INC$12.3M0.01%146,730CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$12.3M0.01%67,555CommonNONE
10316T104BOXBOX INC$12.2M0.01%359,341CommonNONE
03852U106ARMKARAMARK$12.2M0.01%291,762CommonNONE
783549108RRYDER SYS INC$12.2M0.01%76,402CommonNONE
277276101EGPEASTGROUP PPTYS INC$12.0M0.01%72,757CommonNONE
258278100DORMDORMAN PRODS INC$12.0M0.01%96,499CommonNONE
671044105OSISOSI SYSTEMS INC$11.9M0.01%53,064CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$11.9M0.01%389,058CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$11.8M0.01%148,699CommonNONE
896288107TNETTRINET GROUP INC$11.8M0.01%162,757CommonNONE
552848103MTGMGIC INVT CORP WIS$11.8M0.01%426,347CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$11.8M0.01%414,200CommonNONE
133131102CPTCAMDEN PPTY TR$11.8M0.01%104,888CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$11.5M0.01%94,442CommonNONE
00090Q103ADTADT INC DEL$11.4M0.01%1,350,257CommonNONE
004498101ACIWACI WORLDWIDE INC$11.4M0.01%246,006CommonNONE
92839U206VCVISTEON CORP$11.3M0.01%121,610CommonNONE
141788109CARGCARGURUS INC$11.2M0.01%336,930CommonNONE
406216101HALHALLIBURTON CO$11.1M0.01%539,079CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$11.1M0.01%111,584CommonNONE
88025T102TENBTENABLE HLDGS INC$11.1M0.01%330,046CommonNONE
428103105HESMHESS MIDSTREAM LP$11.0M0.01%285,360CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.9M0.01%24,512CommonNONE
819047101SHAKSHAKE SHACK INC$10.8M0.01%77,830CommonNONE
74758T303QLYSQUALYS INC$10.7M0.01%75,685CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$10.7M0.01%175,654CommonNONE
45104G104IBNICICI BANK LIMITED$10.7M0.01%319,802CommonNONE
705573103PEGAPEGASYSTEMS INC$10.5M0.01%196,065CommonNONE
09739D100BCCBOISE CASCADE CO DEL$10.5M0.01%120,693CommonNONE
74736L109QTWOQ2 HLDGS INC$10.4M0.01%110,815CommonNONE
30212P303EXPEEXPEDIA GROUP INC$10.4M0.01%61,346CommonNONE
30161Q104EXELEXELIXIS INC$10.3M0.01%235,267CommonNONE
410867105THGHANOVER INS GROUP INC$10.3M0.01%61,501CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$10.3M0.01%375,699CommonNONE
447462102HURNHURON CONSULTING GROUP INC$10.1M0.01%74,285CommonNONE
983134107WYNNWYNN RESORTS LTD$10.1M0.01%108,220CommonNONE
360271100FULTFULTON FINL CORP PA$10.1M0.01%557,158CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$10.1M0.01%444,636CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$10.0M0.01%43,317CommonNONE
743713109PRLBPROTO LABS INC$10.0M0.01%249,584CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$9.9M0.01%419,311CommonNONE
40090E106CIBGRUPO CIBEST SA$9.9M0.01%213,523CommonNONE
18467V109YOUCLEAR SECURE INC$9.9M0.01%358,788CommonNONE
4315711089HIHILLENBRAND INC$9.8M0.01%485,870CommonNONE
65290E101NXTNEXTRACKER INC$9.8M0.01%179,990CommonNONE
55305B101MHOM/I HOMES INC$9.7M0.01%86,704CommonNONE
427866108HSYHERSHEY CO$9.7M0.01%58,078CommonNONE
88579Y101MMM3M CO$9.6M0.01%63,631CommonNONE
458140100INTCINTEL CORP$9.6M0.01%431,002CommonNONE
452308109ITWILLINOIS TOOL WKS INC$9.6M0.01%38,993CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$9.6M0.01%522,914CommonNONE
693718108PCARPACCAR INC$9.5M0.01%100,480CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$9.5M0.01%314,769CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$9.4M0.01%162,095CommonNONE
253868103DLRDIGITAL RLTY TR INC$9.3M0.01%54,030CommonNONE
147528103CASYCASEYS GEN STORES INC$9.3M0.01%18,504CommonNONE
21874C102CNMCORE & MAIN INC$9.3M0.01%154,797CommonNONE
48203R104JNPJUNIPER NETWORKS INC$9.2M0.01%231,553CommonNONE
683344105ONTOONTO INNOVATION INC$9.1M0.01%90,130CommonNONE
55087P104LYFTLYFT INC$9.1M0.01%575,665CommonNONE
292104106ESRTEMPIRE ST RLTY TR INC$9.1M0.01%1,135,511CommonNONE
23804L103DDOGDATADOG INC$9.0M0.01%67,082CommonNONE
002474104AZZAZZ INC$9.0M0.01%94,998CommonNONE
443573100HUBSHUBSPOT INC$8.9M0.01%16,043CommonNONE
12572Q105CMECME GROUP INC$8.9M0.01%32,575CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$8.8M0.01%227,623CommonNONE
74340W103PLDPROLOGIS INC.$8.7M0.01%83,647CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$8.7M0.01%50,228CommonNONE
49926D109KNKNOWLES CORP$8.7M0.01%491,659CommonNONE
359694106FULFULLER H B CO$8.7M0.01%142,986CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$8.6M0.01%117,851CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$8.6M0.01%41,640CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$8.6M0.01%29,731CommonNONE
526107107LIILENNOX INTL INC$8.5M0.01%15,082CommonNONE
594972408MSTRMICROSTRATEGY INC$8.4M0.01%21,472CommonNONE
L6388F110TIGOMILLICOM INTL CELLULAR S A$8.3M0.01%223,326CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$8.2M0.01%72,244CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$8.2M0.01%42,172CommonNONE
18915M107NETCLOUDFLARE INC$8.2M0.01%42,000CommonNONE
374689107ROCKGIBRALTAR INDS INC$8.1M0.01%136,673CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$8.1M0.01%25,583CommonNONE
48666K109KBHKB HOME$8.1M0.01%154,571CommonNONE
70509V100PEBPEBBLEBROOK HOTEL TR$8.0M0.01%802,145CommonNONE
149150104CATYCATHAY GEN BANCORP$8.0M0.01%174,987CommonNONE
64119V303NTSTNETSTREIT CORP$8.0M0.01%476,691CommonNONE
55955D100MGNIMAGNITE INC$7.9M0.01%330,917CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$7.8M0.01%782,248CommonNONE
18539C204CWENCLEARWAY ENERGY INC$7.7M0.01%245,614CommonNONE
91913Y100VLOVALERO ENERGY CORP$7.7M0.01%57,343CommonNONE
405024100HAEHAEMONETICS CORP MASS$7.7M0.01%103,721CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$7.7M0.01%538,367CommonNONE
25402D102DOCNDIGITALOCEAN HLDGS INC$7.6M0.01%270,459CommonNONE
92539P101VERVE THERAPEUTICS INC$7.6M0.01%675,849CommonNONE
047649108ATKRATKORE INC$7.6M0.01%107,233CommonNONE
636180101NFGNATIONAL FUEL GAS CO$7.6M0.01%89,754CommonNONE
00847X104AGIOAGIOS PHARMACEUTICALS INC$7.5M0.01%224,746CommonNONE
76169C100REXRREXFORD INDL RLTY INC$7.5M0.01%209,945CommonNONE
N14506104ESTCELASTIC N V$7.5M0.01%88,846CommonNONE
05464C101AXONAXON ENTERPRISE INC$7.5M0.01%9,103CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$7.4M0.01%92,206CommonNONE
830830105SKYCHAMPION HOMES INC$7.4M0.01%117,824CommonNONE
12047B105BMBLBUMBLE INC$7.3M0.01%1,104,094CommonNONE
92337F107VCYTVERACYTE INC$7.3M0.01%266,074CommonNONE
920253101VMIVALMONT INDS INC$7.3M0.01%22,035CommonNONE
298736109EEFTEURONET WORLDWIDE INC$7.3M0.01%72,174CommonNONE
320209109FFBCFIRST FINL BANCORP OH$7.3M0.01%297,917CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$7.2M0.01%57,894CommonNONE
66981J102MNSOMINISO GROUP HLDG LTD$7.2M0.01%397,322CommonNONE
750236101RDNRADIAN GROUP INC$7.2M0.01%199,681CommonNONE
48251W104KKRKKR & CO INC$7.1M0.01%53,472CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$7.1M0.01%89,925CommonNONE
12685J105CABOCABLE ONE INC$7.0M0.01%52,874CommonNONE
880779103TEXTEREX CORP NEW$7.0M0.01%149,487CommonNONE
87157D109SYNASYNAPTICS INC$7.0M0.01%107,822CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$7.0M0.01%12,726CommonNONE
368736104GNRCGENERAC HLDGS INC$6.9M0.01%48,474CommonNONE
31428X106FDXFEDEX CORP$6.9M0.01%30,238CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$6.9M0.01%428,015CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$6.8M0.01%76,663CommonNONE
505336107LZBLA Z BOY INC$6.8M0.01%182,668CommonNONE
71424F105PRPERMIAN RESOURCES CORP$6.7M0.01%490,311CommonNONE

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.