MondegarAI
NORDEA INVESTMENT MANAGEMENT AB

Q3 2025 · 13F-HR

NORDEA INVESTMENT MANAGEMENT ABholdings as filed

Filed 2025-10-27 · accession 0001218210-25-000019

$114.17B
Reported value
845
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · NORDEA INVESTMENT MANAGEMENT AB · Q3 2025

AI · grounded in 13F

NORDEA INVESTMENT MANAGEMENT AB established a new position in NVDA valued at $7.36B. The fund also initiated new stakes in MSFT for $7.32B and AAPL for $5.43B. Additional new positions include AMZN at $2.82B and GOOGL at $2.80B.

Holdings as filed

First 500 of 845

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$7.36B6.44%39,377,397CommonNONE
594918104MSFTMICROSOFT CORP$7.32B6.41%14,161,997CommonSOLE
037833100AAPLAPPLE INC$5.43B4.75%21,240,909CommonNONE
023135106AMZNAMAZON COM INC$2.82B2.47%12,832,514CommonNONE
02079K305GOOGLALPHABET INC$2.80B2.45%11,599,981CommonSOLE
11135F101AVGOBROADCOM INC$2.17B1.90%6,654,171CommonSOLE
02079K107GOOGALPHABET INC$1.97B1.73%8,160,966CommonNONE
30303M102METAMETA PLATFORMS INC$1.86B1.62%2,526,263CommonNONE
512807306LRCXLAM RESEARCH CORP$1.51B1.33%11,312,752CommonNONE
17275R102CSCOCISCO SYS INC$1.43B1.25%20,768,169CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.33B1.17%2,352,240CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.19B1.04%220,849CommonSOLE
64110L106NFLXNETFLIX INC$1.16B1.02%979,884CommonNONE
478160104JNJJOHNSON & JOHNSON$1.12B0.98%6,109,861CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.05B0.92%2,513,508CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.04B0.91%3,345,465CommonNONE
872540109TJXTJX COS INC NEW$1.02B0.89%7,058,931CommonNONE
00287Y109ABBVABBVIE INC$1.01B0.89%4,495,558CommonNONE
532457108LLYELI LILLY & CO$996.4M0.87%1,369,997CommonNONE
92826C839VVISA INC$961.9M0.84%2,821,352CommonSOLE
291011104EMREMERSON ELEC CO$903.7M0.79%6,981,363CommonNONE
040413205ANETARISTA NETWORKS INC$892.9M0.78%6,182,936CommonNONE
81762P102NOWSERVICENOW INC$886.1M0.78%963,077CommonNONE
58933Y105MRKMERCK & CO INC$876.6M0.77%10,945,187CommonNONE
58155Q103MCKMCKESSON CORP$837.3M0.73%1,093,531CommonSOLE
031162100AMGNAMGEN INC$794.5M0.70%2,874,403CommonSOLE
025816109AXPAMERICAN EXPRESS CO$778.4M0.68%2,329,851CommonNONE
G54950103LINLINDE PLC$753.6M0.66%1,580,032CommonNONE
278642103EBAYEBAY INC.$729.9M0.64%8,016,044CommonSOLE
94106L109WMWASTE MGMT INC DEL$726.4M0.64%3,294,461CommonNONE
172967424CCITIGROUP INC$712.9M0.62%7,142,351CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$631.9M0.55%3,905,148CommonNONE
88160R101TSLATESLA INC$615.6M0.54%1,399,001CommonNONE
25809K105DASHDOORDASH INC$598.4M0.52%2,220,227CommonNONE
075887109BDXBECTON DICKINSON & CO$592.9M0.52%3,231,514CommonNONE
34959E109FTNTFORTINET INC$586.8M0.51%6,922,031CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$570.3M0.50%4,307,617CommonNONE
461202103INTUINTUIT$565.1M0.49%819,955CommonSOLE
79466L302CRMSALESFORCE INC$546.5M0.48%2,300,371CommonNONE
760759100RSGREPUBLIC SVCS INC$537.6M0.47%2,334,935CommonNONE
172908105CTASCINTAS CORP$527.0M0.46%2,570,609CommonNONE
949746101WMT2WELLS FARGO CO NEW$514.6M0.45%6,190,687CommonNONE
038222105AMATAPPLIED MATLS INC$514.5M0.45%2,467,216CommonNONE
00724F101ADBEADOBE INC$500.7M0.44%1,409,275CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$498.1M0.44%2,430,115CommonNONE
370334104GISGENERAL MLS INC$494.5M0.43%9,956,665CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$494.2M0.43%5,901,344CommonNONE
375558103GILDGILEAD SCIENCES INC$494.0M0.43%4,412,598CommonNONE
65339F101NEENEXTERA ENERGY INC$488.4M0.43%6,468,943CommonNONE
871607107SNPSSYNOPSYS INC$479.6M0.42%976,023CommonNONE
872590104TMUST-MOBILE US INC$469.4M0.41%1,960,784CommonNONE
278865100ECLECOLAB INC$452.4M0.40%1,652,797CommonNONE
92338C103VLTOVERALTO CORP$442.3M0.39%4,194,379CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$436.6M0.38%4,497,806CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$435.0M0.38%1,325,233CommonNONE
833034101SNASNAP ON INC$433.6M0.38%1,258,712CommonNONE
504922105LHLABCORP HOLDINGS INC$432.4M0.38%1,520,932CommonSOLE
191216100KOCOCA COLA CO$422.9M0.37%6,369,770CommonSOLE
46266C105IQVIQVIA HLDGS INC$421.3M0.37%2,314,219CommonNONE
125523100CITHE CIGNA GROUP$420.8M0.37%1,458,222CommonSOLE
713448108PEPPEPSICO INC$419.9M0.37%2,998,209CommonSOLE
40412C101HCAHCA HEALTHCARE INC$415.7M0.36%975,741CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$409.5M0.36%2,260,519CommonNONE
863667101SYKSTRYKER CORPORATION$405.9M0.36%1,101,505CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$405.7M0.36%835,405CommonNONE
194162103CLCOLGATE PALMOLIVE CO$404.6M0.35%5,063,843CommonNONE
98978V103ZTSZOETIS INC$397.0M0.35%2,753,209CommonNONE
747525103QCOMQUALCOMM INC$394.3M0.35%2,367,971CommonSOLE
929740108WABWABTEC$393.3M0.34%1,974,257CommonNONE
501889208LKQLKQ CORP$385.5M0.34%12,766,314CommonNONE
45167R104IEXIDEX CORP$382.0M0.33%2,364,312CommonSOLE
742718109PGPROCTER AND GAMBLE CO$378.6M0.33%2,461,497CommonNONE
29444U700EQIXEQUINIX INC$376.2M0.33%483,483CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$374.8M0.33%8,599,828CommonSOLE
G25508105CRHCRH PLC$374.7M0.33%3,132,648CommonNONE
03073E105CORCENCORA INC$373.8M0.33%1,210,644CommonNONE
59156R108METMETLIFE INC$367.6M0.32%4,512,620CommonNONE
651639106NEMNEWMONT CORP$366.6M0.32%4,336,873CommonNONE
G87052109TELTE CONNECTIVITY PLC$363.2M0.32%1,662,615CommonNONE
192422103CGNXCOGNEX CORP$361.4M0.32%8,025,371CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$355.7M0.31%711,352CommonNONE
29670G102WTRGESSENTIAL UTILS INC$354.1M0.31%8,972,565CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$353.9M0.31%4,243,806CommonNONE
174610105CFGCITIZENS FINL GROUP INC$353.4M0.31%6,715,372CommonNONE
500754106KHCKRAFT HEINZ CO$351.3M0.31%13,694,483CommonNONE
55354G100MSCIMSCI INC$351.2M0.31%619,467CommonSOLE
235851102DHRDANAHER CORPORATION$350.1M0.31%1,844,686CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$344.1M0.30%1,184,798CommonSOLE
36828A101GEVGE VERNOVA INC$341.0M0.30%561,213CommonNONE
98138H101WDAYWORKDAY INC$340.2M0.30%1,393,596CommonNONE
92537N108VRTVERTIV HOLDINGS CO$338.9M0.30%2,297,311CommonNONE
743315103PGRPROGRESSIVE CORP$335.7M0.29%1,369,055CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$328.5M0.29%4,246,964CommonNONE
858119100STLDSTEEL DYNAMICS INC$322.5M0.28%2,340,480CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$318.2M0.28%4,542,336CommonNONE
126650100CVSCVS HEALTH CORP$315.4M0.28%4,214,060CommonSOLE
30161N101EXCEXELON CORP$312.5M0.27%7,024,249CommonNONE
501044101KRKROGER CO$311.8M0.27%4,680,219CommonNONE
G7S00T104PNRPENTAIR PLC$311.0M0.27%2,837,753CommonNONE
95040Q104WELLWELLTOWER INC$307.1M0.27%1,726,577CommonNONE
78409V104SPGIS&P GLOBAL INC$304.2M0.27%626,359CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$303.8M0.27%1,578,676CommonNONE
595112103MUMICRON TECHNOLOGY INC$303.6M0.27%1,820,218CommonNONE
494368103KMBKIMBERLY-CLARK CORP$301.4M0.26%2,439,692CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$301.0M0.26%2,171,839CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$292.7M0.26%997,495CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$291.4M0.26%3,040,864CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$291.3M0.26%4,292,583CommonSOLE
G3265R107APTVAPTIV PLC$291.1M0.25%3,411,780CommonNONE
758750103RRXREGAL REXNORD CORPORATION$289.1M0.25%2,028,936CommonSOLE
574599106MASMASCO CORP$286.4M0.25%4,104,852CommonNONE
254687106DISDISNEY WALT CO$285.8M0.25%2,518,687CommonNONE
857477103STTSTATE STR CORP$283.3M0.25%2,451,703CommonNONE
576323109MTZMASTEC INC$283.3M0.25%1,342,023CommonSOLE
615369105MCOMOODYS CORP$281.4M0.25%590,112CommonSOLE
443201108HWMHOWMET AEROSPACE INC$273.3M0.24%1,401,335CommonSOLE
29084Q100EMEEMCOR GROUP INC$262.2M0.23%407,292CommonSOLE
G0176J109ALLEALLEGION PLC$259.9M0.23%1,466,758CommonNONE
337738108FISVFISERV INC$258.9M0.23%2,003,668CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$258.7M0.23%3,437,472CommonSOLE
74762E102QUREQUANTA SVCS INC$257.2M0.23%623,162CommonSOLE
670346105NUENUCOR CORP$255.2M0.22%1,892,423CommonNONE
931142103WMTWALMART INC$254.8M0.22%2,459,916CommonNONE
75734B100RDDTREDDIT INC$253.4M0.22%1,104,173CommonNONE
58733R102MELIMERCADOLIBRE INC$247.5M0.22%104,821CommonNONE
244199105DEDEERE & CO$242.8M0.21%531,807CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$241.1M0.21%692,133CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$241.1M0.21%5,774,223CommonSOLE
98389B100XELXCEL ENERGY INC$240.5M0.21%2,991,639CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$235.5M0.21%1,880,440CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$232.7M0.20%2,134,324CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$231.9M0.20%1,293,175CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$229.1M0.20%1,182,076CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$222.9M0.20%1,070,850CommonNONE
36168Q104GFLGFL ENVIRONMENTAL INC$221.8M0.19%4,741,512CommonSOLE
761152107RMDRESMED INC$217.4M0.19%790,872CommonNONE
053332102AZOAUTOZONE INC$216.3M0.19%50,092CommonNONE
67059N108NTNXNUTANIX INC$216.3M0.19%2,864,846CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$215.8M0.19%617,081CommonNONE
37940X102GPNGLOBAL PMTS INC$214.3M0.19%2,578,909CommonSOLE
87612E106TGTTARGET CORP$210.9M0.18%2,408,505CommonNONE
29452E101EQHEQUITABLE HLDGS INC$204.7M0.18%3,982,790CommonNONE
482480100KLACKLA CORP$202.7M0.18%189,432CommonNONE
001055102AFLAFLAC INC$196.7M0.17%1,768,705CommonNONE
55306N104MKSIMKS INC.$195.9M0.17%1,596,444CommonSOLE
436440101HO1HOLOGIC INC$190.1M0.17%2,832,600CommonNONE
149123101CATCATERPILLAR INC$183.3M0.16%386,408CommonNONE
311900104FASTFASTENAL CO$181.6M0.16%3,713,469CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$180.7M0.16%1,670,010CommonSOLE
744320102PRUPRUDENTIAL FINL INC$180.3M0.16%1,752,952CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$179.2M0.16%556,061CommonNONE
369604301GEGE AEROSPACE$178.7M0.16%600,111CommonNONE
929160109VMCVULCAN MATLS CO$175.1M0.15%574,180CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$174.3M0.15%709,997CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$173.3M0.15%7,172,952CommonNONE
969904101WSMWILLIAMS SONOMA INC$170.8M0.15%883,031CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$167.4M0.15%140,680CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$166.4M0.15%241,332CommonNONE
45687V106IRINGERSOLL RAND INC$165.8M0.15%2,018,638CommonNONE
892672106TWTRADEWEB MKTS INC$163.9M0.14%1,487,005CommonNONE
580135101MCDMCDONALDS CORP$163.8M0.14%541,090CommonSOLE
03831W108APPAPPLOVIN CORP$163.5M0.14%229,814CommonNONE
72352L106PINSPINTEREST INC$162.8M0.14%5,021,548CommonNONE
20030N101CMCSACOMCAST CORP NEW$160.5M0.14%5,099,987CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$156.0M0.14%603,705CommonNONE
228368106CCKCROWN HLDGS INC$155.9M0.14%1,629,820CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$155.7M0.14%689,579CommonNONE
704326107PAYXPAYCHEX INC$155.3M0.14%1,260,376CommonSOLE
922475108VEEVVEEVA SYS INC$153.1M0.13%523,247CommonNONE
68389X105ORCLORACLE CORP$152.4M0.13%544,796CommonNONE
437076102HDHOME DEPOT INC$148.6M0.13%367,877CommonNONE
717081103PFEPFIZER INC$148.3M0.13%6,097,346CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$147.8M0.13%187,239CommonNONE
G02602103DOXAMDOCS LTD$146.8M0.13%1,801,486CommonNONE
23331A109DHID R HORTON INC$146.5M0.13%875,743CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$146.0M0.13%1,762,293CommonNONE
04621X108AIZASSURANT INC$143.6M0.13%665,683CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$143.1M0.13%515,058CommonSOLE
609207105MDLZMONDELEZ INTL INC$143.0M0.13%2,283,101CommonNONE
617446448MSMORGAN STANLEY$142.6M0.12%897,710CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$140.1M0.12%361,085CommonNONE
78463M107SPSCSPS COMM INC$135.2M0.12%1,292,056CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$130.9M0.11%408,794CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$129.0M0.11%2,128,879CommonNONE
30231G102XOMEXXON MOBIL CORP$125.3M0.11%1,114,772CommonNONE
45784P101PODDINSULET CORP$125.1M0.11%408,211CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$121.9M0.11%488,263CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$120.5M0.11%19,886,007CommonNONE
911363109URIUNITED RENTALS INC$119.1M0.10%126,084CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$118.7M0.10%2,445,747CommonNONE
835495102SONSONOCO PRODS CO$115.7M0.10%2,713,979CommonNONE
98139A105WKWORKIVA INC$115.6M0.10%1,368,401CommonSOLE
871829107SYYSYSCO CORP$115.2M0.10%1,406,927CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$115.1M0.10%770,574CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$114.9M0.10%572,964CommonSOLE
90138F102TWLOTWILIO INC$114.8M0.10%1,152,727CommonNONE
049468101TEAMATLASSIAN CORPORATION$114.7M0.10%721,690CommonNONE
654106103NKENIKE INC$113.6M0.10%1,648,756CommonNONE
37959E102GLGLOBE LIFE INC$113.3M0.10%794,307CommonSOLE
231021106CMICUMMINS INC$112.3M0.10%268,190CommonNONE
902973304USBUS BANCORP DEL$111.4M0.10%2,332,874CommonNONE
21036P108STZCONSTELLATION BRANDS INC$110.3M0.10%818,151CommonNONE
969457100WMBWILLIAMS COS INC$110.1M0.10%1,740,024CommonNONE
91529Y106UNMUNUM GROUP$109.9M0.10%1,420,929CommonNONE
060505104BACBANK AMERICA CORP$109.8M0.10%2,136,255CommonNONE
184496107CLHCLEAN HARBORS INC$108.6M0.10%471,206CommonSOLE
89055F103BLDTOPBUILD CORP$107.9M0.09%278,803CommonSOLE
30040W108ESEVERSOURCE ENERGY$106.7M0.09%1,516,412CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$106.4M0.09%1,170,968CommonNONE
87162W100SNXTD SYNNEX CORPORATION$105.7M0.09%637,042CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$105.5M0.09%379,480CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$104.6M0.09%549,909CommonSOLE
G3922B107GGENPACT LIMITED$104.2M0.09%2,517,593CommonNONE
00766T100ACMAECOM$103.3M0.09%792,378CommonNONE
548661107LOWLOWES COS INC$102.8M0.09%410,728CommonNONE
690742101OCOWENS CORNING NEW$102.3M0.09%735,438CommonNONE
303075105FDSFACTSET RESH SYS INC$100.9M0.09%354,387CommonNONE
817565104SCISERVICE CORP INTL$99.3M0.09%1,194,457CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$95.2M0.08%770,360CommonNONE
518439104ELLAUDER ESTEE COS INC$94.7M0.08%1,075,960CommonNONE
770700102HOODROBINHOOD MKTS INC$94.3M0.08%677,250CommonNONE
281020107EIXEDISON INTL$93.0M0.08%1,695,550CommonNONE
071813109BAXBAXTER INTL INC$92.4M0.08%4,154,658CommonSOLE
34959J108FTVFORTIVE CORP$91.6M0.08%1,887,727CommonNONE
032095101APHAMPHENOL CORP NEW$91.3M0.08%742,949CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$91.3M0.08%2,333,587CommonNONE
443510607HUBBHUBBELL INC$87.3M0.08%203,399CommonNONE
256163106DOCUDOCUSIGN INC$87.3M0.08%1,154,824CommonNONE
00206R102TAT&T INC$84.9M0.07%3,013,435CommonNONE
457187102INGRINGREDION INC$84.7M0.07%698,093CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$84.0M0.07%334,513CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$82.1M0.07%177,057CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$82.0M0.07%1,248,253CommonNONE
053484101AVBAVALONBAY CMNTYS INC$81.5M0.07%426,870CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$81.4M0.07%660,313CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$78.9M0.07%648,101CommonNONE
115236101BROBROWN & BROWN INC$78.7M0.07%842,364CommonNONE
537008104LFUSLITTELFUSE INC$75.8M0.07%293,280CommonNONE
79589L106IOTSAMSARA INC$75.2M0.07%2,077,481CommonNONE
253868103DLRDIGITAL RLTY TR INC$74.6M0.07%439,671CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$74.1M0.06%894,492CommonNONE
315616102FFIVF5 INC$74.1M0.06%229,591CommonSOLE
020002101ALLALLSTATE CORP$74.1M0.06%345,741CommonNONE
000957100ABMABM INDS INC$73.3M0.06%1,606,331CommonNONE
745867101PHMPULTE GROUP INC$73.3M0.06%559,806CommonNONE
806857108SLBSCHLUMBERGER LTD$72.4M0.06%2,157,885CommonNONE
166764100CVXCHEVRON CORP NEW$72.3M0.06%469,374CommonNONE
736508847PORPORTLAND GEN ELEC CO$70.5M0.06%1,605,974CommonNONE
749685103RPMRPM INTL INC$70.2M0.06%600,546CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$69.6M0.06%1,847,406CommonNONE
92840M102VSTVISTRA CORP$69.5M0.06%362,178CommonNONE
256746108DLTRDOLLAR TREE INC$68.2M0.06%727,895CommonNONE
81141R100SESEA LTD$65.4M0.06%368,380CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$64.6M0.06%350,107CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$63.8M0.06%140,201CommonNONE
12504L109CBRECBRE GROUP INC$63.5M0.06%406,963CommonNONE
M7S64H106MNDYMONDAY COM LTD$63.0M0.06%326,951CommonNONE
253393102DKSDICKS SPORTING GOODS INC$58.1M0.05%266,955CommonNONE
526107107LIILENNOX INTL INC$58.0M0.05%110,196CommonNONE
73278L105POOLPOOL CORP$57.3M0.05%187,061CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$57.3M0.05%2,322,728CommonNONE
189054109CLXCLOROX CO DEL$57.3M0.05%468,961CommonNONE
48020Q107JLLJONES LANG LASALLE INC$55.9M0.05%188,534CommonNONE
682680103OKEONEOK INC NEW$55.9M0.05%777,262CommonNONE
83444M101SOLVSOLVENTUM CORP$54.9M0.05%758,847CommonNONE
316773100FITBFIFTH THIRD BANCORP$54.5M0.05%1,237,168CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$54.2M0.05%228,444CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$52.5M0.05%784,455CommonSOLE
146869102CVNACARVANA CO$51.9M0.05%136,115CommonNONE
37637K108GTLBGITLAB INC$51.4M0.05%1,132,977CommonNONE
74164M108PRIPRIMERICA INC$51.0M0.04%184,436CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$47.8M0.04%633,839CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$47.5M0.04%185,172CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$47.4M0.04%362,592CommonNONE
G5960L103MDTMEDTRONIC PLC$45.8M0.04%484,540CommonNONE
42226K105HRHEALTHCARE RLTY TR$45.4M0.04%2,548,108CommonNONE
29364G103ETRENTERGY CORP NEW$44.5M0.04%482,037CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$44.5M0.04%1,037,034CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$44.0M0.04%196,642CommonSOLE
002824100ABTABBOTT LABS$43.8M0.04%329,430CommonNONE
824348106SHWSHERWIN WILLIAMS CO$43.5M0.04%125,914CommonNONE
69370C100PTCPTC INC$43.4M0.04%213,911CommonSOLE
143658300CCL1EURCARNIVAL CORP$43.3M0.04%1,489,288CommonNONE
086516101BBYBEST BUY INC$42.2M0.04%563,379CommonNONE
64110W102NTESNETEASE INC$42.1M0.04%278,437CommonSOLE
303250104FICOFAIR ISAAC CORP$41.8M0.04%27,527CommonNONE
199908104FIXCOMFORT SYS USA INC$41.5M0.04%51,293CommonNONE
233331107DTEDTE ENERGY CO$41.0M0.04%290,278CommonNONE
456788108INFYINFOSYS LTD$39.8M0.03%2,438,691CommonNONE
009066101ABNBAIRBNB INC$39.6M0.03%326,322CommonNONE
056752108BIDUBAIDU INC$38.6M0.03%290,083CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$38.6M0.03%1,643,560CommonNONE
64110D104NTAPNETAPP INC$38.1M0.03%322,940CommonNONE
48123V102ZDZIFF DAVIS INC$37.9M0.03%995,157CommonNONE
23918K108DVADAVITA INC$37.9M0.03%286,585CommonNONE
907818108UNPUNION PAC CORP$36.8M0.03%156,289CommonNONE
855244109SBUXSTARBUCKS CORP$36.6M0.03%433,112CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$36.3M0.03%410,811CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$36.3M0.03%359,343CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$35.1M0.03%62,971CommonNONE
384802104GWWGRAINGER W W INC$34.7M0.03%36,650CommonNONE
26884L109EQTEQT CORP$34.6M0.03%633,587CommonNONE
285512109EAELECTRONIC ARTS INC$34.4M0.03%170,625CommonNONE
G6683N103NUNU HLDGS LTD$34.3M0.03%2,184,031CommonNONE
217204106CPRTCOPART INC$34.1M0.03%766,429CommonNONE
49456B101KMIKINDER MORGAN INC DEL$33.9M0.03%1,200,668CommonNONE
775711104ROLROLLINS INC$33.1M0.03%560,300CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$32.6M0.03%35,520CommonNONE
988498101YUMYUM BRANDS INC$31.8M0.03%206,965CommonNONE
68622V106OGNORGANON & CO$31.7M0.03%3,086,456CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$31.5M0.03%62,618CommonNONE
44332N106HTHTH WORLD GROUP LTD$31.4M0.03%803,801CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$30.3M0.03%87,776CommonNONE
631103108NDAQNASDAQ INC$30.1M0.03%339,507CommonNONE
H1467J104CBCHUBB LIMITED$28.9M0.03%102,844CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$28.7M0.03%643,332CommonNONE
92276F100VTRVENTAS INC$28.2M0.02%406,029CommonNONE
40434L105HPQHP INC$28.2M0.02%1,046,554CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$27.1M0.02%775,999CommonNONE
460146103IPINTERNATIONAL PAPER CO$26.6M0.02%583,647CommonSOLE
16411R208LNGCHENIERE ENERGY INC$26.2M0.02%112,344CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$25.8M0.02%90,304CommonNONE
517834107LVSLAS VEGAS SANDS CORP$25.2M0.02%468,597CommonNONE
032654105ADIANALOG DEVICES INC$24.9M0.02%100,990CommonNONE
98980G102ZSZSCALER INC$24.5M0.02%82,936CommonNONE
87612G101TRGPTARGA RES CORP$24.3M0.02%146,368CommonNONE
882508104TXNTEXAS INSTRS INC$24.1M0.02%131,656CommonNONE
14149Y108CAHCARDINAL HEALTH INC$23.6M0.02%150,705CommonNONE
674599105OXYOCCIDENTAL PETE CORP$23.2M0.02%499,474CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$23.2M0.02%520,150CommonNONE
942622200WSOWATSCO INC$23.0M0.02%57,303CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$22.9M0.02%110,761CommonNONE
260003108DOVDOVER CORP$22.4M0.02%135,415CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$22.2M0.02%1,699,440CommonNONE
47215P106JDJD.COM INC$21.7M0.02%620,884CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$21.3M0.02%47,953CommonNONE
680223104ORIOLD REP INTL CORP$20.7M0.02%487,659CommonNONE
74624M102PPURE STORAGE INC$20.6M0.02%249,885CommonNONE
617700109MORNMORNINGSTAR INC$20.4M0.02%88,108CommonNONE
H2906T109GRMNGARMIN LTD$20.4M0.02%83,473CommonNONE
94106B101WCNWASTE CONNECTIONS INC$20.2M0.02%114,875CommonNONE
40415F101HDBHDFC BANK LTD$20.1M0.02%590,675CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$20.0M0.02%144,337CommonNONE
72703H101PLNTPLANET FITNESS INC$19.8M0.02%190,479CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$18.5M0.02%70,842CommonNONE
35905A109FTDRFRONTDOOR INC$18.3M0.02%274,407CommonNONE
201723103CMCCOMMERCIAL METALS CO$18.2M0.02%325,034CommonNONE
09062X103BIIBBIOGEN INC$18.2M0.02%132,583CommonNONE
571903202MARMARRIOTT INTL INC NEW$18.1M0.02%68,854CommonNONE
229663109CUBECUBESMART$18.0M0.02%445,678CommonNONE
86333M108LRNSTRIDE INC$18.0M0.02%120,804CommonNONE
205887102CAGCONAGRA BRANDS INC$17.9M0.02%995,680CommonNONE
420261109HWKNHAWKINS INC$17.9M0.02%100,208CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$17.8M0.02%148,484CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$17.6M0.02%457,361CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$17.5M0.02%670,977CommonNONE
00508Y102AYIACUITY INC$17.4M0.02%50,677CommonNONE
03076C106AMPAMERIPRISE FINL INC$17.4M0.02%35,123CommonNONE
031100100AMEAMETEK INC$17.3M0.02%92,175CommonNONE
701094104PHPARKER-HANNIFIN CORP$17.1M0.01%22,756CommonNONE
45104G104IBNICICI BANK LIMITED$17.0M0.01%564,280CommonNONE
09290D101BLKBLACKROCK INC$16.6M0.01%14,172CommonNONE
14040H105COFCAPITAL ONE FINL CORP$16.4M0.01%78,074CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$16.3M0.01%162,752CommonNONE
92839U206VCVISTEON CORP$16.2M0.01%135,025CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$16.2M0.01%421,127CommonNONE
G3323L100FNFABRINET$16.1M0.01%44,749CommonNONE
92343E102VRSNVERISIGN INC$16.1M0.01%57,813CommonNONE
81211K100SDASEALED AIR CORP NEW$15.9M0.01%459,490CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$15.4M0.01%45,115CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$15.4M0.01%602,984CommonNONE
258278100DORMDORMAN PRODS INC$15.3M0.01%99,639CommonNONE
989701107ZIONZIONS BANCORPORATION N A$15.0M0.01%268,866CommonNONE
87161C501SYU1SYNOVUS FINL CORP$15.0M0.01%309,249CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$14.9M0.01%156,559CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$14.8M0.01%53,218CommonNONE
750917106RMBSRAMBUS INC DEL$14.7M0.01%139,430CommonNONE
231561101CWCURTISS WRIGHT CORP$14.6M0.01%27,428CommonNONE
441593100HLIHOULIHAN LOKEY INC$14.6M0.01%71,255CommonNONE
88033G407THCTENET HEALTHCARE CORP$14.6M0.01%71,999CommonNONE
50155Q100KDKYNDRYL HLDGS INC$14.5M0.01%486,500CommonNONE
458140100INTCINTEL CORP$14.3M0.01%428,071CommonNONE
65290E101NXTNEXTRACKER INC$14.1M0.01%186,366CommonNONE
983134107WYNNWYNN RESORTS LTD$14.1M0.01%108,451CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$14.0M0.01%143,313CommonNONE
277276101EGPEASTGROUP PPTYS INC$13.9M0.01%82,533CommonNONE
4315711089HIHILLENBRAND INC$13.5M0.01%503,722CommonNONE
30212P303EXPEEXPEDIA GROUP INC$13.3M0.01%62,899CommonNONE
671044105OSISOSI SYSTEMS INC$13.3M0.01%54,979CommonNONE
004498101ACIWACI WORLDWIDE INC$13.2M0.01%255,820CommonNONE
M4R82T106FVRRFIVERR INTL LTD$13.2M0.01%544,289CommonNONE
406216101HALHALLIBURTON CO$13.1M0.01%544,562CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$13.0M0.01%62,783CommonNONE
55087P104LYFTLYFT INC$13.0M0.01%594,298CommonNONE
141788109CARGCARGURUS INC$12.9M0.01%349,217CommonNONE
18467V109YOUCLEAR SECURE INC$12.9M0.01%367,310CommonNONE
55305B101MHOM/I HOMES INC$12.9M0.01%89,205CommonNONE
74736K101QRVOQORVO INC$12.8M0.01%140,769CommonNONE
743713109PRLBPROTO LABS INC$12.7M0.01%257,255CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$12.7M0.01%193,249CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$12.7M0.01%129,655CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$12.7M0.01%372,282CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$12.6M0.01%229,008CommonNONE
552848103MTGMGIC INVT CORP WIS$12.6M0.01%443,132CommonNONE
57142B104MQMARQETA INC$12.5M0.01%2,360,309CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$12.5M0.01%98,504CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$12.4M0.01%73,880CommonNONE
830830105SKYCHAMPION HOMES INC$12.2M0.01%164,340CommonNONE
00090Q103ADTADT INC DEL$12.2M0.01%1,408,740CommonNONE
683344105ONTOONTO INNOVATION INC$12.2M0.01%93,810CommonNONE
832696405SJMSMUCKER J M CO$12.2M0.01%112,765CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$12.1M0.01%555,662CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$12.1M0.01%63,313CommonNONE
09260D107BXBLACKSTONE INC$12.0M0.01%70,180CommonNONE
10316T104BOXBOX INC$12.0M0.01%372,300CommonNONE
49926D109KNKNOWLES CORP$11.9M0.01%508,933CommonNONE
90384S303ULTAULTA BEAUTY INC$11.7M0.01%21,576CommonNONE
011311107ALGALAMO GROUP INC$11.7M0.01%61,468CommonNONE
410867105THGHANOVER INS GROUP INC$11.6M0.01%64,569CommonNONE
91879Q109MTNVAIL RESORTS INC$11.6M0.01%79,160CommonNONE
452308109ITWILLINOIS TOOL WKS INC$11.6M0.01%44,246CommonNONE
705573103PEGAPEGASYSTEMS INC$11.5M0.01%200,664CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$11.4M0.01%393,117CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$11.3M0.01%414,489CommonNONE
896288107TNETTRINET GROUP INC$11.3M0.01%168,278CommonNONE
L6388F110TIGOMILLICOM INTL CELLULAR S A$11.3M0.01%232,426CommonNONE
03852U106ARMKARAMARK$11.3M0.01%292,280CommonNONE
447462102HURNHURON CONSULTING GROUP INC$11.2M0.01%77,161CommonNONE
133131102CPTCAMDEN PPTY TR$11.1M0.01%105,847CommonNONE
40090E106CIBGRUPO CIBEST SA$11.0M0.01%211,192CommonNONE
360271100FULTFULTON FINL CORP PA$10.9M0.01%589,338CommonNONE
928881101VNTVONTIER CORPORATION$10.9M0.01%261,430CommonNONE
693718108PCARPACCAR INC$10.8M0.01%108,783CommonNONE
78440P306SKMSK TELECOM CO LTD$10.8M0.01%499,727CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$10.7M0.01%241,314CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$10.7M0.01%446,662CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$10.7M0.01%61,001CommonNONE
002474104AZZAZZ INC$10.7M0.01%98,764CommonNONE
88579Y101MMM3M CO$10.7M0.01%69,431CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$10.6M0.01%44,580CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$10.5M0.01%41,871CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$10.5M0.01%114,545CommonNONE
74340W103PLDPROLOGIS INC.$10.5M0.01%92,472CommonNONE
74758T303QLYSQUALYS INC$10.4M0.01%77,369CommonNONE
147528103CASYCASEYS GEN STORES INC$10.4M0.01%18,589CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$10.4M0.01%167,419CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$10.3M0.01%75,741CommonNONE
91913Y100VLOVALERO ENERGY CORP$10.3M0.01%61,032CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$10.3M0.01%338,428CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$10.2M0.01%544,870CommonNONE
443573100HUBSHUBSPOT INC$10.1M0.01%21,638CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$10.1M0.01%43,084CommonNONE
88025T102TENBTENABLE HLDGS INC$10.1M0.01%344,116CommonNONE
30161Q104EXELEXELIXIS INC$10.0M0.01%243,459CommonNONE
12572Q105CMECME GROUP INC$9.9M0.01%36,333CommonNONE
428103105HESMHESS MIDSTREAM LP$9.9M0.01%286,660CommonNONE
819047101SHAKSHAKE SHACK INC$9.9M0.01%106,317CommonNONE
55955D100MGNIMAGNITE INC$9.7M0.01%447,340CommonNONE
25402D102DOCNDIGITALOCEAN HLDGS INC$9.6M0.01%279,093CommonNONE
09739D100BCCBOISE CASCADE CO DEL$9.6M0.01%125,739CommonNONE
636180101NFGNATIONAL FUEL GAS CO$9.5M0.01%103,374CommonNONE
12685J105CABOCABLE ONE INC$9.4M0.01%54,806CommonNONE
18915M107NETCLOUDFLARE INC$9.4M0.01%44,174CommonNONE
920253101VMIVALMONT INDS INC$9.3M0.01%24,242CommonNONE
18539C204CWENCLEARWAY ENERGY INC$9.2M0.01%328,235CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$9.2M0.01%85,227CommonNONE
92337F107VCYTVERACYTE INC$9.2M0.01%272,597CommonNONE
66981J102MNSOMINISO GROUP HLDG LTD$9.1M0.01%404,050CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$9.1M0.01%31,707CommonNONE
292104106ESRTEMPIRE ST RLTY TR INC$9.0M0.01%1,180,485CommonNONE
922417100VECOVEECO INSTRS INC DEL$9.0M0.01%292,420CommonNONE
64119V303NTSTNETSTREIT CORP$8.9M0.01%495,518CommonNONE
76169C100REXRREXFORD INDL RLTY INC$8.9M0.01%217,031CommonNONE
374689107ROCKGIBRALTAR INDS INC$8.8M0.01%140,756CommonNONE
359694106FULFULLER H B CO$8.7M0.01%148,111CommonNONE
48553T106BZKANZHUN LIMITED$8.7M0.01%373,919CommonNONE
69007J304OUTOUTFRONT MEDIA INC$8.7M0.01%474,055CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$8.7M0.01%28,216CommonNONE
149150104CATYCATHAY GEN BANCORP$8.6M0.01%181,351CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$8.5M0.01%53,957CommonNONE
368736104GNRCGENERAC HLDGS INC$8.5M0.01%50,644CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$8.4M0.01%131,300CommonNONE
958102105WDCWESTERN DIGITAL CORP$8.3M0.01%69,002CommonNONE
74736L109QTWOQ2 HLDGS INC$8.3M0.01%115,837CommonNONE
33829M101FIVEFIVE BELOW INC$8.1M0.01%52,624CommonNONE
594972408MSTRSTRATEGY INC$8.0M0.01%24,956CommonNONE
816850101SMTCSEMTECH CORP$8.0M0.01%117,669CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$7.9M0.01%39,872CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$7.9M0.01%808,157CommonNONE
453204109PIIMPINJ INC$7.9M0.01%44,762CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$7.9M0.01%92,132CommonNONE
880779103TEXTEREX CORP NEW$7.9M0.01%154,557CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$7.8M0.01%997,780CommonNONE
M5216V106GLBEGLOBAL E ONLINE LTD$7.8M0.01%218,757CommonNONE
252131107DXCMDEXCOM INC$7.8M0.01%116,329CommonNONE
320209109FFBCFIRST FINL BANCORP OH$7.8M0.01%309,024CommonNONE
48251W104KKRKKR & CO INC$7.7M0.01%59,713CommonNONE
N14506104ESTCELASTIC N V$7.7M0.01%92,567CommonNONE
052800109ALVAUTOLIV INC$7.7M0.01%62,530CommonNONE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$7.7M0.01%895,837CommonNONE

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.