MondegarAI
NORDEA INVESTMENT MANAGEMENT AB

Q4 2025 · 13F-HR

NORDEA INVESTMENT MANAGEMENT ABholdings as filed

Filed 2026-01-08 · accession 0001218210-26-000001

$116.45B
Reported value
859
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · NORDEA INVESTMENT MANAGEMENT AB · Q4 2025

AI · grounded in 13F

NORDEA INVESTMENT MANAGEMENT AB reduced its position in Vertiv Holdings Co VRT by 85.71%. The fund also trimmed its holdings in Booking Holdings Inc BKNG by 55.52% and Arista Networks Inc ANET by 34.96%. On the buy side, the fund increased its stake in Broadcom Inc AVGO by 47.50% and Advanced Micro Devices Inc AMD by 11.71%.

Holdings as filed

First 500 of 859

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$7.61B6.54%40,423,871CommonNONE
594918104MSFTMICROSOFT CORP$6.88B5.91%14,194,502CommonNONE
037833100AAPLAPPLE INC$5.99B5.14%22,035,680CommonNONE
11135F101AVGOBROADCOM INC$3.41B2.93%9,814,757CommonNONE
023135106AMZNAMAZON COM INC$3.21B2.76%13,892,942CommonNONE
02079K305GOOGLALPHABET INC$2.90B2.49%9,263,225CommonSOLE
02079K107GOOGALPHABET INC$2.69B2.31%8,557,712CommonNONE
532457108LLYELI LILLY & CO$1.59B1.37%1,479,977CommonNONE
30303M102METAMETA PLATFORMS INC$1.49B1.28%2,255,736CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.37B1.17%2,378,194CommonNONE
17275R102CSCOCISCO SYS INC$1.33B1.14%17,171,264CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.28B1.10%7,403,443CommonNONE
872540109TJXTJX COS INC NEW$1.16B0.99%7,479,163CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.15B0.99%3,566,046CommonNONE
478160104JNJJOHNSON & JOHNSON$1.13B0.97%5,460,452CommonSOLE
58933Y105MRKMERCK & CO INC$1.12B0.96%10,573,821CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.01B0.87%2,586,506CommonNONE
92826C839VVISA INC$967.2M0.83%2,743,482CommonSOLE
00287Y109ABBVABBVIE INC$950.6M0.82%4,149,959CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$938.8M0.81%4,362,317CommonNONE
172967424CCITIGROUP INC$933.9M0.80%7,986,407CommonNONE
025816109AXPAMERICAN EXPRESS CO$920.7M0.79%2,474,363CommonNONE
G54950103LINLINDE PLC$910.1M0.78%2,124,882CommonNONE
64110L106NFLXNETFLIX INC$902.8M0.78%9,667,997CommonNONE
58155Q103MCKMCKESSON CORP$885.3M0.76%1,071,733CommonSOLE
031162100AMGNAMGEN INC$851.9M0.73%2,601,135CommonSOLE
291011104EMREMERSON ELEC CO$828.3M0.71%6,177,341CommonNONE
94106L109WMWASTE MGMT INC DEL$781.5M0.67%3,530,900CommonNONE
81762P102NOWSERVICENOW INC$720.3M0.62%4,706,164CommonNONE
929740108WABWABTEC$659.9M0.57%3,069,340CommonNONE
375558103GILDGILEAD SCIENCES INC$630.1M0.54%5,138,699CommonNONE
79466L302CRMSALESFORCE INC$624.1M0.54%2,356,075CommonNONE
98978V103ZTSZOETIS INC$622.2M0.53%4,932,787CommonSOLE
278642103EBAYEBAY INC.$612.0M0.53%7,015,881CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$607.0M0.52%4,389,329CommonNONE
88160R101TSLATESLA INC$581.9M0.50%1,281,857CommonNONE
038222105AMATAPPLIED MATLS INC$580.5M0.50%2,242,015CommonNONE
949746101WMT2WELLS FARGO CO NEW$561.1M0.48%5,982,559CommonNONE
34959E109FTNTFORTINET INC$550.3M0.47%6,905,674CommonSOLE
075887109BDXBECTON DICKINSON & CO$541.3M0.46%2,773,058CommonNONE
040413205ANETARISTA NETWORKS INC$532.0M0.46%4,021,514CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$528.5M0.45%98,242CommonSOLE
172908105CTASCINTAS CORP$517.5M0.44%2,729,394CommonSOLE
25809K105DASHDOORDASH INC$515.2M0.44%2,264,568CommonNONE
40412C101HCAHCA HEALTHCARE INC$507.4M0.44%1,084,590CommonSOLE
760759100RSGREPUBLIC SVCS INC$490.1M0.42%2,288,636CommonNONE
651639106NEMNEWMONT CORP$482.2M0.41%4,784,777CommonNONE
595112103MUMICRON TECHNOLOGY INC$469.2M0.40%1,631,149CommonNONE
370334104GISGENERAL MLS INC$464.5M0.40%9,980,850CommonNONE
697435105PANWPALO ALTO NETWORKS INC$464.3M0.40%2,505,894CommonNONE
65339F101NEENEXTERA ENERGY INC$463.6M0.40%5,763,447CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$457.4M0.39%1,874,206CommonNONE
833034101SNASNAP ON INC$454.2M0.39%1,310,198CommonNONE
278865100ECLECOLAB INC$453.9M0.39%1,718,633CommonNONE
871607107SNPSSYNOPSYS INC$444.6M0.38%944,143CommonNONE
00724F101ADBEADOBE INC$438.3M0.38%1,250,642CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$432.0M0.37%5,134,903CommonNONE
03073E105CORCENCORA INC$426.7M0.37%1,256,356CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$426.2M0.37%4,284,342CommonNONE
174610105CFGCITIZENS FINL GROUP INC$423.2M0.36%7,220,986CommonNONE
235851102DHRDANAHER CORPORATION$420.7M0.36%1,826,112CommonNONE
G87052109TELTE CONNECTIVITY PLC$419.9M0.36%1,836,123CommonNONE
461202103INTUINTUIT$419.9M0.36%631,567CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$416.4M0.36%825,834CommonNONE
872590104TMUST-MOBILE US INC$413.8M0.36%2,034,292CommonNONE
92338C103VLTOVERALTO CORP$409.9M0.35%4,065,069CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$409.0M0.35%1,147,831CommonNONE
29444U700EQIXEQUINIX INC$403.4M0.35%526,994CommonNONE
191216100KOCOCA COLA CO$402.5M0.35%5,753,813CommonSOLE
45167R104IEXIDEX CORP$401.4M0.34%2,255,150CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$398.1M0.34%840,828CommonNONE
36828A101GEVGE VERNOVA INC$391.8M0.34%594,749CommonNONE
863667101SYKSTRYKER CORPORATION$386.7M0.33%1,095,377CommonNONE
713448108PEPPEPSICO INC$385.2M0.33%2,688,460CommonSOLE
501889208LKQLKQ CORP$378.0M0.32%12,469,556CommonNONE
G25508105CRHCRH PLC$377.7M0.32%3,014,443CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$370.7M0.32%2,057,733CommonNONE
194162103CLCOLGATE PALMOLIVE CO$370.5M0.32%4,667,298CommonNONE
857477103STTSTATE STR CORP$367.0M0.32%2,829,271CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$366.9M0.32%1,306,784CommonNONE
G7S00T104PNRPENTAIR PLC$366.8M0.31%3,484,915CommonNONE
59156R108METMETLIFE INC$366.5M0.31%4,630,165CommonNONE
858119100STLDSTEEL DYNAMICS INC$361.8M0.31%2,140,819CommonNONE
95040Q104WELLWELLTOWER INC$358.9M0.31%1,930,894CommonNONE
125523100CITHE CIGNA GROUP$353.8M0.30%1,277,393CommonSOLE
30161N101EXCEXELON CORP$352.4M0.30%8,048,355CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$350.5M0.30%4,291,356CommonSOLE
742718109PGPROCTER AND GAMBLE CO$349.3M0.30%2,430,758CommonNONE
G3265R107APTVAPTIV PLC$349.1M0.30%4,579,726CommonNONE
808513105SCHWSCHWAB CHARLES CORP$344.4M0.30%3,437,222CommonNONE
670346105NUENUCOR CORP$342.6M0.29%2,103,000CommonNONE
500754106KHCKRAFT HEINZ CO$336.1M0.29%13,801,453CommonNONE
126650100CVSCVS HEALTH CORP$327.9M0.28%4,127,035CommonSOLE
501044101KRKROGER CO$325.7M0.28%5,204,987CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$312.6M0.27%3,642,618CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$306.3M0.26%1,743,321CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$303.9M0.26%1,174,898CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$302.6M0.26%3,538,278CommonNONE
254687106DISDISNEY WALT CO$295.8M0.25%2,600,216CommonNONE
29670G102WTRGESSENTIAL UTILS INC$292.9M0.25%7,625,755CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$292.8M0.25%7,176,288CommonSOLE
192422103CGNXCOGNEX CORP$292.2M0.25%8,101,583CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$291.1M0.25%744,814CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$290.7M0.25%2,219,816CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$290.1M0.25%6,673,954CommonSOLE
931142103WMTWALMART INC$289.3M0.25%2,595,263CommonNONE
78409V104SPGIS&P GLOBAL INC$287.7M0.25%547,464CommonNONE
615369105MCOMOODYS CORP$284.0M0.24%552,736CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$281.3M0.24%2,774,290CommonSOLE
55354G100MSCIMSCI INC$281.1M0.24%485,342CommonSOLE
231021106CMICUMMINS INC$280.4M0.24%546,540CommonSOLE
574599106MASMASCO CORP$278.6M0.24%4,371,864CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$274.2M0.24%2,276,753CommonNONE
758750103RRXREGAL REXNORD CORPORATION$268.9M0.23%1,906,595CommonSOLE
75734B100RDDTREDDIT INC$265.3M0.23%1,151,360CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$265.0M0.23%3,020,092CommonSOLE
761152107RMDRESMED INC$262.0M0.23%1,084,996CommonSOLE
743315103PGRPROGRESSIVE CORP$259.8M0.22%1,135,330CommonNONE
576323109MTZMASTEC INC$252.1M0.22%1,150,269CommonSOLE
184496107CLHCLEAN HARBORS INC$246.7M0.21%1,040,594CommonSOLE
87612E106TGTTARGET CORP$244.3M0.21%2,501,818CommonNONE
504922105LHLABCORP HOLDINGS INC$243.0M0.21%967,679CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$243.0M0.21%1,774,119CommonSOLE
29084Q100EMEEMCOR GROUP INC$241.6M0.21%391,244CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$241.2M0.21%1,245,399CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$239.6M0.21%947,884CommonSOLE
744320102PRUPRUDENTIAL FINL INC$231.3M0.20%2,044,374CommonNONE
74762E102QUREQUANTA SVCS INC$228.1M0.20%535,868CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$220.7M0.19%157,457CommonNONE
58733R102MELIMERCADOLIBRE INC$220.0M0.19%109,176CommonNONE
244199105DEDEERE & CO$219.6M0.19%468,988CommonNONE
443201108HWMHOWMET AEROSPACE INC$213.5M0.18%1,037,091CommonSOLE
G0176J109ALLEALLEGION PLC$212.7M0.18%1,325,503CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$211.4M0.18%5,450,082CommonSOLE
001055102AFLAFLAC INC$206.7M0.18%1,866,471CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$205.8M0.18%1,106,298CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$202.6M0.17%447,169CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$193.0M0.17%219,170CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$190.0M0.16%3,254,214CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$189.9M0.16%3,967,985CommonNONE
482480100KLACKLA CORP$188.4M0.16%153,230CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$186.6M0.16%2,323,216CommonSOLE
98389B100XELXCEL ENERGY INC$185.2M0.16%2,498,528CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$182.8M0.16%2,266,925CommonNONE
67059N108NTNXNUTANIX INC$181.7M0.16%3,517,888CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$180.8M0.16%1,240,360CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$179.7M0.15%7,485,650CommonNONE
23331A109DHID R HORTON INC$179.4M0.15%1,239,316CommonNONE
369604301GEGE AEROSPACE$178.6M0.15%575,917CommonNONE
45687V106IRINGERSOLL RAND INC$177.3M0.15%2,219,327CommonNONE
031100100AMEAMETEK INC$176.2M0.15%852,585CommonNONE
892672106TWTRADEWEB MKTS INC$174.8M0.15%1,621,318CommonNONE
969904101WSMWILLIAMS SONOMA INC$174.5M0.15%972,810CommonNONE
617446448MSMORGAN STANLEY$171.9M0.15%965,323CommonNONE
228368106CCKCROWN HLDGS INC$171.7M0.15%1,666,360CommonSOLE
98138H101WDAYWORKDAY INC$170.2M0.15%789,459CommonNONE
90138F102TWLOTWILIO INC$168.8M0.14%1,176,896CommonNONE
747525103QCOMQUALCOMM INC$168.1M0.14%978,674CommonSOLE
46266C105IQVIQVIA HLDGS INC$161.5M0.14%713,313CommonNONE
45784P101PODDINSULET CORP$157.1M0.13%551,133CommonNONE
37940X102GPNGLOBAL PMTS INC$156.2M0.13%1,998,332CommonSOLE
149123101CATCATERPILLAR INC$156.0M0.13%271,038CommonNONE
03831W108APPAPPLOVIN CORP$152.6M0.13%222,189CommonNONE
580135101MCDMCDONALDS CORP$151.9M0.13%497,212CommonSOLE
929160109VMCVULCAN MATLS CO$150.0M0.13%522,085CommonNONE
30231G102XOMEXXON MOBIL CORP$145.9M0.13%1,217,159CommonNONE
871829107SYYSYSCO CORP$144.6M0.12%1,952,615CommonSOLE
902973304USBUS BANCORP DEL$144.5M0.12%2,690,174CommonNONE
337738108FISVFISERV INC$142.0M0.12%2,105,607CommonNONE
04621X108AIZASSURANT INC$141.5M0.12%585,106CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$140.7M0.12%242,964CommonNONE
267475101DYDYCOM INDS INC$139.1M0.12%405,580CommonSOLE
311900104FASTFASTENAL CO$137.8M0.12%3,405,900CommonNONE
049468101TEAMATLASSIAN CORPORATION$137.8M0.12%846,483CommonNONE
053332102AZOAUTOZONE INC$137.4M0.12%40,562CommonNONE
72352L106PINSPINTEREST INC$137.1M0.12%5,301,880CommonNONE
14149Y108CAHCARDINAL HEALTH INC$133.7M0.11%645,436CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$132.7M0.11%723,625CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$131.3M0.11%875,953CommonNONE
704326107PAYXPAYCHEX INC$130.7M0.11%1,157,485CommonSOLE
G02602103DOXAMDOCS LTD$129.0M0.11%1,604,770CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$127.8M0.11%498,726CommonNONE
922475108VEEVVEEVA SYS INC$126.7M0.11%566,533CommonNONE
911363109URIUNITED RENTALS INC$126.4M0.11%154,688CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$126.2M0.11%468,304CommonSOLE
969457100WMBWILLIAMS COS INC$125.8M0.11%2,105,570CommonNONE
05722G100BKRBAKER HUGHES COMPANY$125.8M0.11%2,755,743CommonNONE
452327109ILMNILLUMINA INC$124.1M0.11%944,500CommonNONE
21036P108STZCONSTELLATION BRANDS INC$120.3M0.10%867,776CommonNONE
717081103PFEPFIZER INC$120.1M0.10%4,823,166CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$119.5M0.10%23,685,128CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$119.4M0.10%340,267CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$117.2M0.10%373,501CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$116.6M0.10%570,631CommonSOLE
060505104BACBANK AMERICA CORP$116.5M0.10%2,116,050CommonNONE
609207105MDLZMONDELEZ INTL INC$116.1M0.10%2,151,368CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$115.9M0.10%1,714,075CommonNONE
20030N101CMCSACOMCAST CORP NEW$113.4M0.10%3,785,959CommonNONE
37959E102GLGLOBE LIFE INC$111.8M0.10%793,925CommonSOLE
89055F103BLDTOPBUILD CORP$111.6M0.10%263,016CommonSOLE
98139A105WKWORKIVA INC$110.8M0.10%1,290,923CommonSOLE
78463M107SPSCSPS COMM INC$108.8M0.09%1,216,642CommonSOLE
281020107EIXEDISON INTL$108.2M0.09%1,790,277CommonNONE
548661107LOWLOWES COS INC$107.4M0.09%443,259CommonNONE
256746108DLTRDOLLAR TREE INC$106.1M0.09%858,636CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$105.8M0.09%137,321CommonSOLE
032095101APHAMPHENOL CORP NEW$105.5M0.09%776,512CommonSOLE
253868103DLRDIGITAL RLTY TR INC$104.3M0.09%673,347CommonNONE
68389X105ORCLORACLE CORP$103.6M0.09%528,938CommonNONE
458140100INTCINTEL CORP$103.6M0.09%2,783,339CommonNONE
437076102HDHOME DEPOT INC$101.9M0.09%294,774CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$99.2M0.09%1,089,910CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$98.6M0.08%775,652CommonNONE
55306N104MKSIMKS INC.$96.6M0.08%599,842CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$96.0M0.08%1,440,210CommonNONE
032654105ADIANALOG DEVICES INC$95.8M0.08%350,692CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$94.8M0.08%507,728CommonSOLE
00206R102TAT&T INC$94.6M0.08%3,804,842CommonNONE
518439104ELLAUDER ESTEE COS INC$93.4M0.08%893,493CommonNONE
443510607HUBBHUBBELL INC$92.4M0.08%206,382CommonNONE
835495102SONSONOCO PRODS CO$90.5M0.08%2,061,287CommonNONE
G3922B107GGENPACT LIMITED$89.7M0.08%1,904,301CommonNONE
654106103NKENIKE INC$88.7M0.08%1,418,136CommonNONE
79589L106IOTSAMSARA INC$88.2M0.08%2,467,232CommonNONE
817565104SCISERVICE CORP INTL$84.4M0.07%1,078,856CommonSOLE
34959J108FTVFORTIVE CORP$84.1M0.07%1,515,165CommonNONE
91529Y106UNMUNUM GROUP$83.9M0.07%1,078,811CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$82.6M0.07%377,534CommonNONE
256163106DOCUDOCUSIGN INC$82.5M0.07%1,198,634CommonNONE
770700102HOODROBINHOOD MKTS INC$81.6M0.07%712,721CommonNONE
053484101AVBAVALONBAY CMNTYS INC$80.4M0.07%444,222CommonNONE
30040W108ESEVERSOURCE ENERGY$80.3M0.07%1,192,168CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$77.9M0.07%2,843,000CommonNONE
87162W100SNXTD SYNNEX CORPORATION$76.4M0.07%504,133CommonNONE
29364G103ETRENTERGY CORP NEW$74.5M0.06%800,258CommonSOLE
166764100CVXCHEVRON CORP NEW$74.1M0.06%488,482CommonNONE
81141R100SESEA LTD$74.0M0.06%582,435CommonNONE
002824100ABTABBOTT LABS$74.0M0.06%589,519CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$73.3M0.06%252,255CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$73.3M0.06%467,383CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$73.2M0.06%847,625CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$68.8M0.06%179,437CommonSOLE
020002101ALLALLSTATE CORP$68.1M0.06%325,493CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$67.7M0.06%880,061CommonSOLE
745867101PHMPULTE GROUP INC$67.4M0.06%573,065CommonNONE
457187102INGRINGREDION INC$66.6M0.06%600,590CommonNONE
143658300CCL1EURCARNIVAL CORP$65.5M0.06%2,126,893CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$65.3M0.06%290,717CommonNONE
749685103RPMRPM INTL INC$65.2M0.06%624,167CommonNONE
14040H105COFCAPITAL ONE FINL CORP$64.7M0.06%265,062CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$64.5M0.06%320,112CommonNONE
00766T100ACMAECOM$61.2M0.05%634,791CommonNONE
517834107LVSLAS VEGAS SANDS CORP$60.9M0.05%934,927CommonNONE
37045V100GMGENERAL MTRS CO$60.6M0.05%740,658CommonNONE
736508847PORPORTLAND GEN ELEC CO$60.1M0.05%1,243,871CommonNONE
316773100FITBFIFTH THIRD BANCORP$59.8M0.05%1,276,429CommonNONE
115236101BROBROWN & BROWN INC$59.7M0.05%745,960CommonNONE
071813109BAXBAXTER INTL INC$59.7M0.05%3,102,781CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$59.7M0.05%508,021CommonNONE
537008104LFUSLITTELFUSE INC$59.6M0.05%233,383CommonNONE
12504L109CBRECBRE GROUP INC$59.4M0.05%365,374CommonNONE
682680103OKEONEOK INC NEW$59.1M0.05%807,387CommonNONE
48020Q107JLLJONES LANG LASALLE INC$59.1M0.05%175,799CommonNONE
146869102CVNACARVANA CO$58.6M0.05%137,930CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$58.5M0.05%363,587CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$56.3M0.05%2,370,437CommonNONE
74164M108PRIPRIMERICA INC$56.2M0.05%216,312CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$54.0M0.05%1,131,822CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$53.8M0.05%328,221CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$52.7M0.05%90,542CommonSOLE
000957100ABMABM INDS INC$51.8M0.04%1,219,882CommonNONE
775711104ROLROLLINS INC$51.4M0.04%852,362CommonSOLE
526107107LIILENNOX INTL INC$51.0M0.04%103,711CommonNONE
253393102DKSDICKS SPORTING GOODS INC$51.0M0.04%255,779CommonNONE
69370C100PTCPTC INC$47.1M0.04%269,396CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$47.0M0.04%54,490CommonSOLE
888787108TOSTTOAST INC$46.9M0.04%1,307,158CommonNONE
285512109EAELECTRONIC ARTS INC$46.6M0.04%227,893CommonNONE
303250104FICOFAIR ISAAC CORP$45.9M0.04%26,654CommonNONE
189054109CLXCLOROX CO DEL$45.6M0.04%451,114CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$45.3M0.04%1,300,308CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$44.8M0.04%172,765CommonNONE
009066101ABNBAIRBNB INC$44.2M0.04%325,666CommonNONE
983134107WYNNWYNN RESORTS LTD$42.6M0.04%353,004CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$41.9M0.04%186,753CommonNONE
824348106SHWSHERWIN WILLIAMS CO$41.8M0.04%128,309CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$41.7M0.04%580,964CommonNONE
256677105DGDOLLAR GEN CORP NEW$41.5M0.04%308,823CommonNONE
456788108INFYINFOSYS LTD$40.7M0.03%2,264,731CommonNONE
26884L109EQTEQT CORP$39.5M0.03%740,495CommonNONE
233331107DTEDTE ENERGY CO$39.1M0.03%302,304CommonNONE
690742101OCOWENS CORNING NEW$38.6M0.03%343,234CommonNONE
44332N106HTHTH WORLD GROUP LTD$38.4M0.03%815,955CommonNONE
23918K108DVADAVITA INC$38.3M0.03%338,192CommonNONE
056752108BIDUBAIDU INC$38.0M0.03%293,159CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$37.8M0.03%615,215CommonNONE
37637K108GTLBGITLAB INC$37.5M0.03%993,011CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$37.1M0.03%258,341CommonNONE
64110W102NTESNETEASE INC$37.1M0.03%269,408CommonSOLE
907818108UNPUNION PAC CORP$36.7M0.03%158,363CommonSOLE
855244109SBUXSTARBUCKS CORP$36.6M0.03%434,611CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$36.2M0.03%63,345CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$35.9M0.03%63,784CommonSOLE
086516101BBYBEST BUY INC$35.9M0.03%534,648CommonNONE
64110D104NTAPNETAPP INC$35.2M0.03%326,871CommonNONE
G6683N103NUNU HLDGS LTD$34.9M0.03%2,076,336CommonNONE
73278L105POOLPOOL CORP$34.2M0.03%148,898CommonNONE
427866108HSYHERSHEY CO$33.9M0.03%185,314CommonNONE
42226K105HRHEALTHCARE RLTY TR$33.8M0.03%1,989,491CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$33.4M0.03%325,029CommonNONE
681919106OMCOMNICOM GROUP INC$33.3M0.03%411,049CommonNONE
92276F100VTRVENTAS INC$32.4M0.03%417,793CommonNONE
62944T105NVRNVR INC$32.2M0.03%4,394CommonNONE
844741108LUVSOUTHWEST AIRLS CO$32.0M0.03%769,203CommonNONE
45337C102INCYINCYTE CORP$31.9M0.03%322,223CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$31.6M0.03%812,663CommonNONE
16411R208LNGCHENIERE ENERGY INC$31.5M0.03%163,108CommonNONE
629377508NRGNRG ENERGY INC$31.4M0.03%196,798CommonNONE
217204106CPRTCOPART INC$31.4M0.03%798,087CommonNONE
988498101YUMYUM BRANDS INC$31.3M0.03%206,163CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$30.7M0.03%1,744,170CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$30.7M0.03%298,175CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$30.6M0.03%956,047CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$30.3M0.03%190,276CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$30.3M0.03%91,496CommonNONE
466313103JBLJABIL INC$29.6M0.03%128,439CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$29.3M0.03%332,598CommonSOLE
384109104GGGGRACO INC$28.3M0.02%342,247CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$28.2M0.02%758,780CommonNONE
87612G101TRGPTARGA RES CORP$28.1M0.02%152,354CommonNONE
G5960L103MDTMEDTRONIC PLC$28.1M0.02%291,141CommonNONE
460146103IPINTERNATIONAL PAPER CO$28.0M0.02%708,620CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$27.8M0.02%93,105CommonNONE
48123V102ZDZIFF DAVIS INC$27.1M0.02%766,255CommonNONE
48553T106BZKANZHUN LIMITED$26.9M0.02%1,329,223CommonNONE
H1467J104CBCHUBB LIMITED$26.8M0.02%85,706CommonSOLE
H2927K103AMRZAMRIZE LTD$26.5M0.02%486,201CommonSOLE
631103108NDAQNASDAQ INC$25.8M0.02%264,097CommonNONE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$25.1M0.02%2,326,558CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$24.7M0.02%80,755CommonSOLE
880770102TERTERADYNE INC$24.6M0.02%125,312CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$23.6M0.02%552,242CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$23.5M0.02%284,344CommonNONE
90384S303ULTAULTA BEAUTY INC$23.3M0.02%38,421CommonSOLE
40434L105HPQHP INC$22.9M0.02%1,012,518CommonNONE
013872106AAALCOA CORP$21.9M0.02%408,624CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$21.6M0.02%324,251CommonNONE
571903202MARMARRIOTT INTL INC NEW$21.4M0.02%68,806CommonNONE
674599105OXYOCCIDENTAL PETE CORP$21.4M0.02%521,364CommonNONE
40415F101HDBHDFC BANK LTD$21.0M0.02%576,009CommonNONE
219350105GLWCORNING INC$20.9M0.02%235,899CommonNONE
94106B101WCNWASTE CONNECTIONS INC$20.8M0.02%117,323CommonNONE
201723103CMCCOMMERCIAL METALS CO$20.8M0.02%299,824CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$20.1M0.02%522,801CommonSOLE
680223104ORIOLD REP INTL CORP$19.6M0.02%426,052CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$19.5M0.02%67,378CommonNONE
942622200WSOWATSCO INC$19.4M0.02%56,815CommonNONE
H2906T109GRMNGARMIN LTD$19.0M0.02%93,493CommonNONE
701094104PHPARKER-HANNIFIN CORP$19.0M0.02%21,470CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$18.8M0.02%689,926CommonNONE
47215P106JDJD.COM INC$18.4M0.02%643,383CommonNONE
98980G102ZSZSCALER INC$18.4M0.02%81,323CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$18.3M0.02%104,906CommonNONE
72703H101PLNTPLANET FITNESS INC$18.2M0.02%167,443CommonNONE
G3323L100FNFABRINET$18.0M0.02%38,941CommonNONE
30212P303EXPEEXPEDIA GROUP INC$18.0M0.02%63,535CommonNONE
74624M102PPURE STORAGE INC$18.0M0.02%267,502CommonNONE
882508104TXNTEXAS INSTRS INC$17.7M0.02%101,273CommonNONE
315616102FFIVF5 INC$17.3M0.01%66,947CommonNONE
03076C106AMPAMERIPRISE FINL INC$17.2M0.01%34,822CommonNONE
958102105WDCWESTERN DIGITAL CORP$17.1M0.01%98,062CommonNONE
252131107DXCMDEXCOM INC$17.0M0.01%254,315CommonNONE
260003108DOVDOVER CORP$16.8M0.01%85,616CommonSOLE
74758T303QLYSQUALYS INC$16.8M0.01%125,636CommonSOLE
617700109MORNMORNINGSTAR INC$16.7M0.01%76,524CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$16.4M0.01%180,489CommonNONE
00508Y102AYIACUITY INC$16.2M0.01%44,880CommonNONE
45104G104IBNICICI BANK LIMITED$15.9M0.01%535,498CommonNONE
09290D101BLKBLACKROCK INC$15.7M0.01%14,607CommonNONE
406216101HALHALLIBURTON CO$15.6M0.01%550,302CommonNONE
91913Y100VLOVALERO ENERGY CORP$14.9M0.01%92,328CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$14.7M0.01%523,350CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$14.3M0.01%141,974CommonNONE
360271100FULTFULTON FINL CORP PA$14.3M0.01%737,737CommonNONE
65290E101NXTNEXTPOWER INC$14.3M0.01%162,756CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$14.1M0.01%147,282CommonNONE
229663109CUBECUBESMART$14.1M0.01%390,741CommonNONE
989701107ZIONZIONS BANCORPORATION N A$13.9M0.01%238,686CommonNONE
35905A109FTDRFRONTDOOR INC$13.9M0.01%240,603CommonNONE
87161C501SYU1SYNOVUS FINL CORP$13.6M0.01%268,694CommonNONE
92343E102VRSNVERISIGN INC$13.6M0.01%55,742CommonNONE
40090E106CIBGRUPO CIBEST SA$13.6M0.01%211,429CommonNONE
693718108PCARPACCAR INC$13.5M0.01%122,451CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$13.5M0.01%486,421CommonNONE
88033G407THCTENET HEALTHCARE CORP$13.3M0.01%66,795CommonNONE
G8473T100STESTERIS PLC$13.2M0.01%51,602CommonNONE
683344105ONTOONTO INNOVATION INC$13.1M0.01%82,599CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$12.9M0.01%46,437CommonNONE
231561101CWCURTISS WRIGHT CORP$12.9M0.01%23,210CommonNONE
277276101EGPEASTGROUP PPTYS INC$12.8M0.01%72,308CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$12.8M0.01%221,221CommonNONE
237194105DRIDARDEN RESTAURANTS INC$12.7M0.01%68,672CommonNONE
671044105OSISOSI SYSTEMS INC$12.6M0.01%48,083CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$12.3M0.01%801,336CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$12.3M0.01%39,645CommonNONE
50155Q100KDKYNDRYL HLDGS INC$12.2M0.01%460,268CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$12.1M0.01%146,845CommonNONE
447462102HURNHURON CONSULTING GROUP INC$11.8M0.01%67,567CommonNONE
74340W103PLDPROLOGIS INC.$11.8M0.01%91,951CommonNONE
141788109CARGCARGURUS INC$11.7M0.01%307,178CommonNONE
25402D102DOCNDIGITALOCEAN HLDGS INC$11.7M0.01%243,146CommonNONE
026874784AIGAMERICAN INTL GROUP INC$11.7M0.01%136,069CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$11.6M0.01%71,184CommonNONE
830830105SKYCHAMPION HOMES INC$11.5M0.01%135,262CommonNONE
743713109PRLBPROTO LABS INC$11.5M0.01%224,439CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$11.5M0.01%39,784CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$11.4M0.01%351,240CommonNONE
552848103MTGMGIC INVT CORP WIS$11.4M0.01%388,444CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$11.4M0.01%193,998CommonNONE
L6388F110TIGOMILLICOM INTL CELLULAR S A$11.4M0.01%204,852CommonNONE
74736K101QRVOQORVO INC$11.4M0.01%133,322CommonNONE
45168D104IDXXIDEXX LABS INC$11.3M0.01%16,597CommonNONE
18467V109YOUCLEAR SECURE INC$11.3M0.01%319,634CommonNONE
92839U206VCVISTEON CORP$11.2M0.01%118,683CommonNONE
09260D107BXBLACKSTONE INC$11.2M0.01%72,695CommonNONE
750917106RMBSRAMBUS INC DEL$11.2M0.01%120,976CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$11.2M0.01%39,640CommonNONE
452308109ITWILLINOIS TOOL WKS INC$11.1M0.01%44,820CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$11.1M0.01%63,531CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$11.0M0.01%54,694CommonNONE
88579Y101MMM3M CO$10.9M0.01%67,721CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.8M0.01%200,318CommonNONE
004498101ACIWACI WORLDWIDE INC$10.8M0.01%225,765CommonNONE
03852U106ARMKARAMARK$10.8M0.01%291,285CommonNONE
258278100DORMDORMAN PRODS INC$10.8M0.01%86,982CommonNONE
410867105THGHANOVER INS GROUP INC$10.5M0.01%57,422CommonNONE
91879Q109MTNVAIL RESORTS INC$10.5M0.01%78,886CommonNONE
705573103PEGAPEGASYSTEMS INC$10.4M0.01%173,892CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$10.3M0.01%215,939CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$10.2M0.01%53,725CommonNONE
92337F107VCYTVERACYTE INC$10.1M0.01%237,715CommonNONE
55087P104LYFTLYFT INC$10.0M0.01%519,327CommonNONE
00090Q103ADTADT INC DEL$10.0M0.01%1,240,251CommonNONE
55305B101MHOM/I HOMES INC$10.0M0.01%77,463CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$9.9M0.01%67,524CommonNONE
57142B104MQMARQETA INC$9.9M0.01%2,072,520CommonNONE
69007J304OUTOUTFRONT MEDIA INC$9.9M0.01%410,085CommonNONE
12572Q105CMECME GROUP INC$9.9M0.01%35,995CommonNONE
18539C204CWENCLEARWAY ENERGY INC$9.9M0.01%295,540CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$9.9M0.01%413,802CommonNONE
920253101VMIVALMONT INDS INC$9.9M0.01%24,335CommonNONE
10316T104BOXBOX INC$9.8M0.01%326,859CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$9.7M0.01%346,876CommonNONE
78440P306SKMSK TELECOM CO LTD$9.6M0.01%468,164CommonSOLE
49926D109KNKNOWLES CORP$9.6M0.01%445,889CommonNONE
31428X106FDXFEDEX CORP$9.6M0.01%32,913CommonNONE
33829M101FIVEFIVE BELOW INC$9.5M0.01%49,880CommonNONE
002474104AZZAZZ INC$9.4M0.01%86,688CommonNONE
443573100HUBSHUBSPOT INC$9.4M0.01%23,292CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$9.4M0.01%146,362CommonNONE
M4R82T106FVRRFIVERR INTL LTD$9.3M0.01%478,282CommonNONE
30161Q104EXELEXELIXIS INC$9.3M0.01%213,101CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$9.3M0.01%86,948CommonNONE
441593100HLIHOULIHAN LOKEY INC$9.3M0.01%53,126CommonNONE
011311107ALGALAMO GROUP INC$9.1M0.01%53,877CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$9.1M0.01%99,317CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$9.1M0.01%37,690CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$9.0M0.01%479,790CommonNONE
18915M107NETCLOUDFLARE INC$9.0M0.01%45,032CommonNONE
147528103CASYCASEYS GEN STORES INC$8.8M0.01%15,730CommonNONE
03783C100APPFAPPFOLIO INC$8.8M0.01%37,558CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.7M0.01%41,715CommonNONE
896288107TNETTRINET GROUP INC$8.7M0.01%147,567CommonNONE
778296103ROSTROSS STORES INC$8.6M0.01%47,790CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$8.6M0.01%33,288CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8.6M0.01%41,942CommonNONE
313855108FSSFEDERAL SIGNAL CORP$8.6M0.01%78,494CommonSOLE
G98239109XPXP INC$8.6M0.01%522,514CommonNONE
928881101VNTVONTIER CORPORATION$8.6M0.01%227,667CommonNONE
23804L103DDOGDATADOG INC$8.4M0.01%61,161CommonNONE
12685J105CABOCABLE ONE INC$8.3M0.01%72,159CommonNONE
428103105HESMHESS MIDSTREAM LP$8.3M0.01%242,583CommonNONE
880779103TEXTEREX CORP NEW$8.3M0.01%154,952CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$8.2M0.01%377,982CommonNONE
064058100BKBANK NEW YORK MELLON CORP$8.2M0.01%70,511CommonNONE
09739D100BCCBOISE CASCADE CO DEL$8.2M0.01%110,915CommonNONE
114340102AZTAAZENTA INC$8.0M0.01%238,908CommonNONE
66981J102MNSOMINISO GROUP HLDG LTD$8.0M0.01%427,717CommonNONE
819047101SHAKSHAKE SHACK INC$8.0M0.01%98,836CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$7.9M0.01%48,748CommonNONE
48251W104KKRKKR & CO INC$7.9M0.01%61,490CommonNONE
636180101NFGNATIONAL FUEL GAS CO$7.8M0.01%97,921CommonNONE
816850101SMTCSEMTECH CORP$7.8M0.01%104,421CommonNONE
149150104CATYCATHAY GEN BANCORP$7.8M0.01%159,689CommonNONE
64119V303NTSTNETSTREIT CORP$7.7M0.01%436,728CommonNONE
359694106FULFULLER H B CO$7.7M0.01%128,450CommonNONE
405024100HAEHAEMONETICS CORP MASS$7.6M0.01%95,257CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$7.6M0.01%29,247CommonNONE
G2519Y108BAPCREDICORP LTD$7.5M0.01%26,078CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$7.5M0.01%33,417CommonNONE

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.