MondegarAI
NORDEA INVESTMENT MANAGEMENT AB

Q1 2026 · 13F-HR

NORDEA INVESTMENT MANAGEMENT ABholdings as filed

Filed 2026-05-13 · accession 0001218210-26-000013

$107.20B
Reported value
864
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · NORDEA INVESTMENT MANAGEMENT AB · Q1 2026

AI · grounded in 13F

NORDEA INVESTMENT MANAGEMENT AB significantly increased its position in FERG by 2254.57%. The fund also accumulated shares in DELL and VZ, increasing those holdings by 180.10% and 48.42% respectively. Conversely, the manager trimmed its stake in TMUS by 81.48%.

Holdings as filed

First 500 of 864

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$6.88B6.42%40,462,358CommonNONE
037833100AAPLAPPLE INC$5.65B5.27%22,832,186CommonNONE
594918104MSFTMICROSOFT CORP$4.91B4.58%13,520,853CommonNONE
023135106AMZNAMAZON COM INC$3.12B2.91%15,241,940CommonNONE
11135F101AVGOBROADCOM INC$3.04B2.84%10,119,987CommonNONE
02079K305GOOGLALPHABET INC$2.52B2.35%8,970,240CommonNONE
02079K107GOOGALPHABET INC$2.47B2.30%8,804,785CommonNONE
532457108LLYELI LILLY & CO$1.33B1.24%1,461,892CommonNONE
512807306LRCXLAM RESEARCH CORP$1.27B1.19%6,189,689CommonNONE
17275R102CSCOCISCO SYS INC$1.27B1.18%16,476,809CommonSOLE
30303M102METAMETA PLATFORMS INC$1.26B1.17%2,276,285CommonNONE
478160104JNJJOHNSON & JOHNSON$1.14B1.06%4,684,008CommonSOLE
872540109TJXTJX COS INC NEW$1.13B1.06%7,203,304CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.12B1.04%2,270,171CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.07B1.00%2,627,610CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.05B0.98%3,636,099CommonNONE
58933Y105MRKMERCK & CO INC$1.02B0.95%8,527,993CommonSOLE
00287Y109ABBVABBVIE INC$946.7M0.88%4,382,783CommonNONE
64110L106NFLXNETFLIX INC.$937.5M0.87%9,934,579CommonNONE
G54950103LINLINDE PLC$936.3M0.87%1,888,023CommonNONE
172967424CCITIGROUP INC$899.2M0.84%8,177,992CommonNONE
031162100AMGNAMGEN INC$876.3M0.82%2,519,147CommonNONE
929740108WABWABTEC$863.9M0.81%3,555,877CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$857.1M0.80%4,302,573CommonNONE
58155Q103MCKMCKESSON CORP$841.9M0.79%988,046CommonSOLE
94106L109WMWASTE MGMT INC DEL$793.7M0.74%3,467,788CommonNONE
025816109AXPAMERICAN EXPRESS CO$759.1M0.71%2,543,962CommonNONE
291011104EMREMERSON ELEC CO$758.4M0.71%5,976,070CommonNONE
92826C839VVISA INC$732.3M0.68%2,462,321CommonSOLE
375558103GILDGILEAD SCIENCES INC$726.6M0.68%5,260,363CommonNONE
65339F101NEENEXTERA ENERGY INC$682.6M0.64%7,461,725CommonNONE
98978V103ZTSZOETIS INC$679.8M0.63%5,865,111CommonSOLE
038222105AMATAPPLIED MATLS INC$675.0M0.63%2,043,289CommonNONE
40412C101HCAHCA HEALTHCARE INC$670.9M0.63%1,447,549CommonNONE
595112103MUMICRON TECHNOLOGY INC$631.8M0.59%1,958,105CommonNONE
278642103EBAYEBAY INC.$597.0M0.56%6,652,707CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$591.6M0.55%4,427,559CommonNONE
34959E109FTNTFORTINET INC$554.1M0.52%6,913,716CommonSOLE
651639106NEMNEWMONT CORP$546.8M0.51%5,165,621CommonNONE
36828A101GEVGE VERNOVA INC$534.1M0.50%632,877CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$530.7M0.50%10,650,883CommonSOLE
29444U700EQIXEQUINIX INC$524.7M0.49%543,920CommonNONE
30161N101EXCEXELON CORP$499.0M0.47%10,282,589CommonNONE
833034101SNASNAP ON INC$492.4M0.46%1,373,694CommonNONE
040413205ANETARISTA NETWORKS INC$480.8M0.45%4,064,100CommonNONE
760759100RSGREPUBLIC SVCS INC$472.4M0.44%2,163,016CommonNONE
949746101WMT2WELLS FARGO & CO$468.0M0.44%6,018,502CommonNONE
713448108PEPPEPSICO INC$459.7M0.43%2,963,383CommonSOLE
501044101KRKROGER CO$458.2M0.43%6,333,792CommonSOLE
278865100ECLECOLAB INC$457.7M0.43%1,759,281CommonNONE
172908105CTASCINTAS CORP$457.0M0.43%2,747,355CommonSOLE
79466L302CRMSALESFORCE INC$434.1M0.40%2,341,371CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$431.7M0.40%105,761CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$430.1M0.40%7,323,185CommonNONE
81762P102NOWSERVICENOW INC$420.6M0.39%4,014,338CommonNONE
911312106UPSUNITED PARCEL SVCS INC$417.4M0.39%4,346,685CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$413.5M0.39%2,017,529CommonNONE
191216100KOCOCA COLA CO$409.8M0.38%5,421,520CommonSOLE
03073E105CORCENCORA INC$406.0M0.38%1,310,056CommonNONE
95040Q104WELLWELLTOWER INC$398.7M0.37%2,030,294CommonNONE
88160R101TSLATESLA INC$391.4M0.37%1,078,653CommonNONE
370334104GISGENERAL MILLS INC$390.0M0.36%10,581,290CommonNONE
858119100STLDSTEEL DYNAMICS INC$386.4M0.36%2,216,828CommonNONE
G87052109TELTE CONNECTIVITY PLC$384.8M0.36%1,902,489CommonSOLE
075887109BDXBECTON DICKINSON & CO$376.1M0.35%2,435,206CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$374.4M0.35%1,413,879CommonNONE
857477103STTSTATE STR CORP$355.7M0.33%2,864,733CommonNONE
501889208LKQLKQ CORP$354.5M0.33%12,257,740CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$352.2M0.33%741,480CommonNONE
03027X100AMTAMERICAN TOWER CORP$350.0M0.33%2,044,852CommonNONE
45167R104IEXIDEX CORP$349.0M0.33%1,873,464CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$348.7M0.33%5,252,464CommonNONE
773903109ROKROCKWELL AUTOMATION INC$343.0M0.32%974,623CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$342.4M0.32%2,172,566CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$342.3M0.32%1,258,498CommonNONE
500754106KHCKRAFT HEINZ CO$340.7M0.32%15,297,142CommonNONE
808513105SCHWSCHWAB CHARLES CORP$339.6M0.32%3,672,084CommonNONE
697435105PANWPALO ALTO NETWORKS INC$338.4M0.32%2,148,128CommonNONE
36168Q104GFLGFL ENVIRONMENTAL INC$336.9M0.31%8,264,968CommonNONE
G7S00T104PNRPENTAIR PLC$335.8M0.31%3,924,161CommonNONE
931142103WMTWALMART INC$335.6M0.31%2,729,421CommonNONE
125523100CITHE CIGNA GROUP$331.7M0.31%1,274,784CommonSOLE
235851102DHRDANAHER CORP DEL$331.3M0.31%1,779,019CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$328.6M0.31%856,485CommonNONE
59156R108METMETLIFE INC$328.5M0.31%4,791,253CommonNONE
871607107SNPSSYNOPSYS INC$326.0M0.30%835,398CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$322.9M0.30%3,450,142CommonNONE
670346105NUENUCOR CORP$322.0M0.30%1,948,199CommonNONE
G3265R107APTVAPTIV PLC$318.5M0.30%4,691,957CommonNONE
87612E106TGTTARGET CORP$307.8M0.29%2,585,163CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$304.6M0.28%2,385,886CommonNONE
29670G102WTRGESSENTIAL UTILS INC$301.9M0.28%7,486,456CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$293.3M0.27%2,151,287CommonSOLE
192422103CGNXCOGNEX CORP$292.2M0.27%6,141,618CommonSOLE
126650100CVSCVS HEALTH CORP$290.8M0.27%4,113,183CommonSOLE
29084Q100EMEEMCOR GROUP INC$284.0M0.26%390,768CommonSOLE
25809K105DASHDOORDASH INC$283.9M0.26%1,907,187CommonNONE
494368103KMBKIMBERLY-CLARK CORP$279.2M0.26%2,944,144CommonSOLE
G25508105CRHCRH PLC$278.9M0.26%2,723,291CommonNONE
504922105LHLABCORP HOLDINGS INC$276.4M0.26%1,045,142CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$272.0M0.25%2,438,054CommonSOLE
00724F101ADBEADOBE INC$269.6M0.25%1,120,348CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$266.6M0.25%2,363,299CommonSOLE
574599106MASMASCO CORP$265.3M0.25%4,502,005CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$264.2M0.25%1,865,721CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$263.4M0.25%3,410,703CommonSOLE
742718109PGPROCTER & GAMBLE CO$257.4M0.24%1,807,965CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$254.5M0.24%904,379CommonSOLE
863667101SYKSTRYKER CORPORATION$251.6M0.23%785,076CommonNONE
461202103INTUINTUIT$246.2M0.23%581,503CommonNONE
615369105MCOMOODYS CORP$239.4M0.22%558,311CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$234.9M0.22%6,017,633CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$234.9M0.22%1,155,795CommonSOLE
254687106DISDISNEY WALT CO$234.0M0.22%2,480,845CommonNONE
369604301GEGE AEROSPACE$231.0M0.22%828,379CommonSOLE
576323109MTZMASTEC INC$228.8M0.21%733,628CommonSOLE
761152107RMDRESMED INC$227.0M0.21%1,033,381CommonNONE
30231G102XOMEXXON MOBIL CORP$226.4M0.21%1,299,120CommonNONE
92338C103VLTOVERALTO CORP$222.7M0.21%2,557,354CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$220.4M0.21%3,131,167CommonNONE
482480100KLACKLA CORP$215.0M0.20%152,108CommonNONE
758750103RRXREGAL REXNORD CORPORATION$214.7M0.20%1,174,145CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$214.0M0.20%1,265,463CommonNONE
443201108HWMHOWMET AEROSPACE INC$212.7M0.20%932,923CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$210.3M0.20%439,877CommonNONE
001055102AFLAFLAC INC$210.0M0.20%1,944,989CommonNONE
744320102PRUPRUDENTIAL FINL INC$209.5M0.20%2,198,592CommonNONE
74762E102QUREQUANTA SVCS INC$207.3M0.19%388,119CommonSOLE
231021106CMICUMMINS INC$204.4M0.19%389,474CommonSOLE
244199105DEDEERE & CO$196.3M0.18%352,978CommonNONE
37940X102GPNGLOBAL PMTS INC$195.8M0.18%2,993,373CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$195.2M0.18%156,133CommonNONE
892672106TWTRADEWEB MKTS INC$194.4M0.18%1,649,034CommonNONE
256677105DGDOLLAR GEN CORP$190.7M0.18%1,633,674CommonNONE
031100100AMEAMETEK INC$189.0M0.18%898,125CommonNONE
149123101CATCATERPILLAR INC$187.9M0.18%273,116CommonNONE
55354G100MSCIMSCI INC$182.1M0.17%341,571CommonNONE
G0176J109ALLEALLEGION PLC$181.0M0.17%1,267,678CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$180.5M0.17%221,124CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$180.0M0.17%786,825CommonNONE
58733R102MELIMERCADOLIBRE INC$178.6M0.17%107,471CommonNONE
256746108DLTRDOLLAR TREE INC$177.1M0.17%1,650,759CommonNONE
609207105MDLZMONDELEZ INTL INC$175.7M0.16%3,082,033CommonNONE
05722G100BKRBAKER HUGHES COMPANY$169.0M0.16%2,738,691CommonNONE
78409V104SPGIS&P GLOBAL INC$165.7M0.15%395,769CommonNONE
98389B100XELXCEL ENERGY INC$164.8M0.15%2,101,359CommonNONE
228368106CCKCROWN HLDGS INC$164.0M0.15%1,661,470CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$162.8M0.15%1,146,138CommonNONE
969904101WSMWILLIAMS SONOMA INC$159.8M0.15%892,639CommonNONE
184496107CLHCLEAN HARBORS INC$159.3M0.15%568,408CommonSOLE
267475101DYDYCOM INDS INC$157.8M0.15%477,871CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$157.5M0.15%2,024,887CommonNONE
617446448MSMORGAN STANLEY$156.3M0.15%975,478CommonNONE
75734B100RDDTREDDIT INC$151.0M0.14%1,168,295CommonNONE
969457100WMBWILLIAMS COS INC$149.7M0.14%2,050,889CommonNONE
90138F102TWLOTWILIO INC$145.0M0.14%1,186,745CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$143.4M0.13%1,171,596CommonSOLE
04621X108AIZASSURANT INC$142.0M0.13%661,921CommonSOLE
053332102AZOAUTOZONE INC$141.3M0.13%42,422CommonNONE
902973304USBUS BANCORP$140.3M0.13%2,747,928CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$139.7M0.13%1,740,457CommonNONE
14149Y108CAHCARDINAL HEALTH INC$137.9M0.13%663,170CommonNONE
871829107SYYSYSCO CORP$135.9M0.13%1,960,631CommonSOLE
G02602103DOXAMDOCS LTD$134.9M0.13%2,101,694CommonSOLE
032095101APHAMPHENOL CORP$133.5M0.12%1,095,863CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$133.4M0.12%893,598CommonNONE
717081103PFEPFIZER INC$133.3M0.12%4,779,054CommonSOLE
032654105ADIANALOG DEVICES INC$133.0M0.12%432,632CommonNONE
817565104SCISERVICE CORP INTL$132.1M0.12%1,617,269CommonSOLE
45687V106IRINGERSOLL RAND INC$130.3M0.12%1,677,308CommonNONE
253868103DLRDIGITAL RLTY TR INC$126.3M0.12%708,735CommonNONE
67059N108NTNXNUTANIX INC$126.2M0.12%3,324,733CommonSOLE
337738108FISVFISERV INC$123.9M0.12%2,279,869CommonNONE
311900104FASTFASTENAL CO$122.5M0.11%2,703,696CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$121.9M0.11%2,033,068CommonNONE
452327109ILMNILLUMINA INC$121.1M0.11%987,054CommonNONE
281020107EIXEDISON INTL$118.9M0.11%1,655,055CommonNONE
580135101MCDMCDONALDS CORP$118.8M0.11%385,923CommonSOLE
747525103QCOMQUALCOMM INC$118.6M0.11%939,163CommonSOLE
46266C105IQVIQVIA HLDGS INC$118.5M0.11%705,547CommonNONE
690742101OCOWENS CORNING NEW$118.1M0.11%1,126,860CommonSOLE
911363109URIUNITED RENTALS INC$116.8M0.11%163,260CommonSOLE
45784P101PODDINSULET CORP$115.7M0.11%557,290CommonNONE
929160109VMCVULCAN MATLS CO$114.1M0.11%430,119CommonNONE
759351604RGAREINSURANCE GROUP AMER INC$113.9M0.11%565,653CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$113.7M0.11%700,470CommonNONE
23331A109DHID R HORTON INC$113.4M0.11%850,264CommonNONE
72352L106PINSPINTEREST INC$111.0M0.10%6,098,505CommonNONE
835495102SONSONOCO PRODS CO$110.7M0.10%2,062,005CommonNONE
00206R102TAT&T INC$109.8M0.10%3,836,387CommonNONE
060505104BACBANK AMERICA CORP$109.6M0.10%2,304,467CommonNONE
20030N101CMCSACOMCAST CORP NEW$107.8M0.10%3,791,182CommonNONE
37959E102GLGLOBE LIFE INC$107.2M0.10%789,877CommonSOLE
548661107LOWLOWES COS INC$103.8M0.10%444,936CommonNONE
98138H101WDAYWORKDAY INC$103.7M0.10%804,728CommonNONE
89055F103BLDTOPBUILD COR$103.3M0.10%303,368CommonSOLE
443510607HUBBHUBBELL INC$102.1M0.10%212,672CommonNONE
92537N108VRTVERTIV HOLDINGS CO$101.4M0.09%421,986CommonSOLE
922475108VEEVVEEVA SYS INC$100.1M0.09%573,415CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$99.7M0.09%1,400,208CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$99.5M0.09%697,861CommonNONE
958102105WDCWESTERN DIGITAL CORP$99.0M0.09%380,371CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$98.7M0.09%1,093,551CommonNONE
194162103CLCOLGATE PALMOLIVE CO$97.9M0.09%1,171,760CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$96.8M0.09%1,401,293CommonNONE
29452E101EQHEQUITABLE HLDGS INC$95.2M0.09%2,661,117CommonNONE
29364G103ETRENTERGY CORP NEW$95.0M0.09%860,940CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$94.5M0.09%2,795,692CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$91.0M0.08%584,846CommonNONE
020002101ALLALLSTATE CORP$89.5M0.08%436,222CommonNONE
79589L106IOTSAMSARA INC$89.2M0.08%2,885,236CommonNONE
34959J108FTVFORTIVE CORP$88.1M0.08%1,621,787CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$86.9M0.08%24,297,108CommonNONE
03831W108APPAPPLOVIN CORP$84.7M0.08%219,550CommonNONE
87612G101TRGPTARGA RES CORP$84.6M0.08%335,876CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$82.1M0.08%1,330,037CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$81.7M0.08%299,165CommonSOLE
H1467J104CBCHUBB LTD SWITZ$81.0M0.08%251,671CommonSOLE
G5960L103MDTMEDTRONIC PLC$80.9M0.08%951,594CommonSOLE
682680103OKEONEOK INC NEW$80.8M0.08%869,854CommonNONE
745867101PHMPULTE GROUP INC$79.6M0.07%689,235CommonNONE
872590104TMUST-MOBILE US INC$79.2M0.07%376,823CommonNONE
941848103WATWATERS CORP$78.9M0.07%266,828CommonSOLE
91529Y106UNMUNUM GROUP$78.6M0.07%1,080,371CommonNONE
247361702DALDELTA AIR LINES INC$77.8M0.07%1,210,880CommonNONE
26884L109EQTEQT CORP$77.7M0.07%1,202,970CommonNONE
68389X105ORCLORACLE CORP$75.2M0.07%530,360CommonNONE
166764100CVXCHEVRON CORPORATION$75.1M0.07%352,799CommonNONE
009066101ABNBAIRBNB INC$73.7M0.07%596,282CommonNONE
537008104LFUSLITTELFUSE INC$73.2M0.07%222,812CommonNONE
053484101AVBAVALONBAY CMNTYS INC$72.9M0.07%454,573CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$72.4M0.07%94,322CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$71.5M0.07%247,530CommonSOLE
55306N104MKSIMKS INC.$71.5M0.07%326,308CommonNONE
743315103PGRPROGRESSIVE CORP$71.4M0.07%361,786CommonNONE
G3922B107GGENPACT LIMITED$70.8M0.07%1,901,045CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$70.4M0.07%427,086CommonNONE
30040W108ESEVERSOURCE ENERGY$70.3M0.07%1,029,899CommonSOLE
457187102INGRINGREDION INC$70.1M0.07%626,917CommonNONE
629377508NRGNRG ENERGY INC$69.2M0.06%487,595CommonSOLE
12504L109CBRECBRE GROUP INC$69.1M0.06%521,323CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$68.0M0.06%860,118CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$66.6M0.06%348,283CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$66.2M0.06%509,002CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$64.5M0.06%385,731CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$64.1M0.06%148,974CommonNONE
000957100ABMABM INDS INC$63.7M0.06%1,673,486CommonNONE
749685103RPMRPM INTL INC$62.9M0.06%643,936CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$62.3M0.06%191,672CommonSOLE
002824100ABTABBOTT LABORATORIES$62.2M0.06%616,182CommonNONE
37045V100GMGENERAL MTRS CO$62.2M0.06%845,792CommonNONE
654106103NKENIKE INC$62.1M0.06%1,196,041CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$60.1M0.06%366,747CommonNONE
316773100FITBFIFTH THIRD BANCORP$59.7M0.06%1,326,655CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$59.1M0.06%1,224,661CommonSOLE
23918K108DVADAVITA INC$58.6M0.05%384,709CommonNONE
888787108TOSTTOAST INC$57.5M0.05%2,219,103CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$57.3M0.05%293,139CommonNONE
14040H105COFCAPITAL ONE FINL CORP$56.6M0.05%315,828CommonNONE
31188V100FSLYFASTLY INC$56.0M0.05%2,058,580CommonSOLE
049468101TEAMATLASSIAN CORPORATION$55.0M0.05%817,831CommonNONE
143658300CCL1EURCARNIVAL CORP$55.0M0.05%2,203,681CommonNONE
87162W100SNXTD SYNNEX CORPORATION$54.9M0.05%346,260CommonNONE
90384S303ULTAULTA BEAUTY INC$54.9M0.05%106,333CommonSOLE
74164M108PRIPRIMERICA INC$53.1M0.05%216,463CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$52.8M0.05%113,462CommonSOLE
880770102TERTERADYNE INC$51.6M0.05%183,311CommonSOLE
260557103DOWDOW HLDGS INC$51.0M0.05%1,198,621CommonNONE
518439104ELLAUDER ESTEE COS INC$50.5M0.05%736,556CommonNONE
00766T100ACMAECOM$49.8M0.05%593,862CommonNONE
736508847PORPORTLAND GEN ELEC CO$48.8M0.05%931,520CommonNONE
209115104EDCONSOLIDATED EDISON INC$48.5M0.05%433,562CommonNONE
233331107DTEDTE ENERGY CO$48.1M0.04%332,436CommonNONE
458140100INTCINTEL CORP$47.2M0.04%1,114,266CommonNONE
81141R100SESEA LTD$46.5M0.04%577,020CommonNONE
115236101BROBROWN & BROWN INC$46.3M0.04%717,365CommonNONE
437076102HDHOME DEPOT INC$46.3M0.04%142,764CommonNONE
427866108HSYHERSHEY CO$45.9M0.04%218,230CommonNONE
012653101ALBALBEMARLE CORP$44.4M0.04%247,089CommonNONE
05464C101AXONAXON ENTERPRISE INC$44.1M0.04%105,830CommonNONE
16411R208LNGCHENIERE ENERGY INC$43.9M0.04%151,195CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$42.7M0.04%43,112CommonNONE
60937P106MDBMONGODB INC$42.7M0.04%177,624CommonNONE
146869102CVNACARVANA CO$41.8M0.04%145,013CommonNONE
189054109CLXCLOROX CO DEL$41.7M0.04%414,229CommonNONE
824348106SHWSHERWIN WILLIAMS CO$41.1M0.04%130,725CommonNONE
44332N106HTHTH WORLD GROUP LTD$41.1M0.04%823,471CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$41.1M0.04%444,819CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$40.9M0.04%141,619CommonNONE
775711104ROLROLLINS INC$40.9M0.04%772,069CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$40.7M0.04%155,958CommonNONE
770700102HOODROBINHOOD MKTS INC$40.6M0.04%617,395CommonNONE
704326107PAYXPAYCHEX INC$40.4M0.04%436,182CommonNONE
G6700G107NVTNVENT ELEC PLC$40.4M0.04%351,588CommonSOLE
285512109EAELECTRONIC ARTS INC$39.8M0.04%196,289CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$39.6M0.04%558,270CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$39.1M0.04%1,077,605CommonNONE
855244109SBUXSTARBUCKS CORP$39.0M0.04%444,575CommonNONE
674599105OXYOCCIDENTAL PETE CORP$38.9M0.04%578,123CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$38.7M0.04%196,602CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$38.0M0.04%1,788,310CommonNONE
260003108DOVDOVER CORP$37.8M0.04%184,565CommonSOLE
907818108UNPUNION PAC CORP$37.5M0.03%157,048CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$37.3M0.03%788,022CommonNONE
35671D857FCXFREEPORT MCMORAN INC$35.5M0.03%624,578CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$35.1M0.03%599,375CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$34.6M0.03%183,601CommonNONE
48020Q107JLLJONES LANG LASALLE INC$34.5M0.03%115,681CommonNONE
92276F100VTRVENTAS INC$34.4M0.03%422,394CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$34.4M0.03%175,424CommonNONE
64110D104NTAPNETAPP INC$34.2M0.03%341,441CommonNONE
086516101BBYBEST BUY INC$33.8M0.03%528,599CommonNONE
988498101YUMYUM BRANDS INC$31.3M0.03%203,711CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$30.9M0.03%68,580CommonSOLE
73278L105POOLPOOL CORP$30.4M0.03%150,845CommonNONE
78463M107SPSCSPS COMM INC$30.0M0.03%537,906CommonSOLE
384109104GGGGRACO INC$29.8M0.03%357,573CommonNONE
125269100CFCF INDUSTRIES HOLD$29.6M0.03%221,306CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$28.6M0.03%164,453CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$28.5M0.03%102,629CommonNONE
513847103MZTIMARZETTI COMPANY$28.1M0.03%200,410CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$28.0M0.03%377,563CommonNONE
64110W102NTESNETEASE COM INC$27.8M0.03%254,445CommonSOLE
665859104NTRSNORTHERN TR CORP$27.0M0.03%197,532CommonNONE
G6683N103NUNU HLDGS LTD$26.6M0.02%1,918,202CommonNONE
217204106CPRTCOPART INC$26.3M0.02%807,314CommonNONE
013872106AAALCOA CORP$26.2M0.02%395,175CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$25.3M0.02%95,218CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$25.3M0.02%592,183CommonSOLE
466313103JBLJABIL INC$25.1M0.02%98,213CommonNONE
48123V102ZDZIFF DAVIS INC$24.7M0.02%595,017CommonNONE
H2927K103AMRZAMRIZE LTD$24.4M0.02%450,151CommonSOLE
303250104FICOFAIR ISAAC CORP$24.2M0.02%23,164CommonNONE
517834107LVSLAS VEGAS SANDS CORP$24.0M0.02%457,457CommonNONE
78467J100SSNCSS&C TECH HLDGS$23.9M0.02%357,707CommonSOLE
42226K105HRHEALTHCARE RLTY TR$23.9M0.02%1,415,099CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$23.6M0.02%750,041CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$23.1M0.02%97,257CommonNONE
91913Y100VLOVALERO ENERGY CORP$22.9M0.02%90,285CommonNONE
056752108BIDUBAIDU INC$22.9M0.02%211,469CommonSOLE
03076C106AMPAMERIPRISE FINL INC$22.8M0.02%52,254CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$22.7M0.02%887,001CommonNONE
H2906T109GRMNGARMIN LTD$22.4M0.02%99,135CommonSOLE
631103108NDAQNASDAQ INC$22.0M0.02%262,491CommonNONE
571903202MARMARRIOTT INTL INC NEW$21.9M0.02%67,746CommonNONE
69370C100PTCPTC INC$21.9M0.02%157,369CommonSOLE
25754A201DPZDOMINOS PIZZA INC$21.8M0.02%62,016CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$21.4M0.02%2,329,739CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$21.1M0.02%231,197CommonNONE
48553T106BZKANZHUN LIMITED$20.8M0.02%1,556,357CommonNONE
406216101HALHALLIBURTON CO$20.7M0.02%517,030CommonNONE
929236107WDFCWD 40 CO$20.6M0.02%100,932CommonSOLE
171779309CIENCIENA CORP$20.3M0.02%54,362CommonNONE
882508104TXNTEXAS INSTRS INC$20.2M0.02%107,165CommonNONE
852234103XYZBLOCK INC$19.9M0.02%341,293CommonNONE
49271V100KDPKEURIG DR PEPPER INC$19.8M0.02%760,033CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$19.6M0.02%65,967CommonNONE
942622200WSOWATSCO INC$19.3M0.02%54,275CommonNONE
G3323L100FNFABRINET$19.2M0.02%38,318CommonNONE
25402D102DOCNDIGITALOCEAN HLDGS INC$19.0M0.02%231,764CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$18.9M0.02%421,617CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$18.8M0.02%39,050CommonNONE
201723103CMCCOMMERCIAL METALS CO$18.6M0.02%310,515CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$18.6M0.02%306,439CommonNONE
94106B101WCNWASTE CONNECTIONS INC$18.3M0.02%113,483CommonNONE
701094104PHPARKER-HANNIFIN CORP$18.3M0.02%20,982CommonNONE
47215P106JDJD.COM INC$18.2M0.02%629,282CommonNONE
65290E101NXTNEXTPOWER INC$18.0M0.02%155,188CommonNONE
69331C108PCGPG&E CORP$17.8M0.02%1,024,984CommonNONE
45104G104IBNICICI BANK LIMITED$17.6M0.02%692,710CommonNONE
456788108INFYINFOSYS LTD$17.5M0.02%1,307,794CommonNONE
74624M102PEVERPURE INC$17.4M0.02%304,165CommonNONE
199908104FIXCOMFORT SYS USA INC$16.8M0.02%12,685CommonNONE
252131107DXCMDEXCOM INC$16.6M0.02%266,786CommonNONE
693718108PCARPACCAR INC$16.2M0.02%142,522CommonNONE
80004C200SNDKSANDISK CORP$16.1M0.02%26,797CommonNONE
680223104ORIOLD REP INTL CORP$16.1M0.01%406,414CommonNONE
460146103IPINTERNATIONAL PAPER CO$15.8M0.01%450,767CommonSOLE
683344105ONTOONTO INNOVATION INC$15.5M0.01%78,470CommonNONE
40090E106CIBGRUPO CIBEST SA$15.5M0.01%219,538CommonNONE
18467V109YOUCLEAR SECURE INC$14.9M0.01%305,488CommonNONE
368736104GNRCGENERAC HLDGS INC$14.6M0.01%77,603CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$14.6M0.01%37,783CommonNONE
315616102FFIVF5 INC$14.5M0.01%51,428CommonNONE
74758T303QLYSQUALYS INC$14.5M0.01%168,031CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$14.4M0.01%194,121CommonNONE
09290D101BLKBLACKROCK INC$14.3M0.01%15,078CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$14.2M0.01%135,240CommonNONE
40434L105HPQHP INC$14.1M0.01%752,244CommonNONE
30212P303EXPEEXPEDIA GROUP INC$14.1M0.01%62,655CommonNONE
40415F101HDBHDFC BANK LTD$14.0M0.01%580,930CommonNONE
360271100FULTFULTON FINL CORP PA$14.0M0.01%705,438CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$13.6M0.01%500,147CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$13.6M0.01%596,684CommonNONE
778296103ROSTROSS STORES INC$13.5M0.01%63,298CommonNONE
88033G407THCTENET HEALTHCARE CORP$13.4M0.01%73,065CommonNONE
229663109CUBECUBESMART$13.4M0.01%372,168CommonNONE
237194105DRIDARDEN RESTAURANTS INC$13.0M0.01%66,869CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$12.9M0.01%65,960CommonNONE
989701107ZIONZIONS BANCORPORATION NATL AS$12.8M0.01%226,294CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$12.8M0.01%210,436CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$12.6M0.01%44,187CommonNONE
74340W103PLDPROLOGIS INC.$12.6M0.01%96,698CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$12.5M0.01%42,878CommonNONE
00827B106AFRMAFFIRM HLDGS INC$12.4M0.01%282,114CommonNONE
12572Q105CMECME GROUP INC$12.3M0.01%41,485CommonNONE
617700109MORNMORNINGSTAR INC$12.3M0.01%73,169CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$12.1M0.01%147,602CommonNONE
671044105OSISOSI SYSTEMS INC$12.1M0.01%45,750CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12.0M0.01%27,171CommonNONE
743713109PRLBPROTO LABS INC$12.0M0.01%214,381CommonNONE
31428X106FDXFEDEX CORP$11.8M0.01%34,249CommonNONE
00508Y102AYIACUITY INC$11.8M0.01%42,889CommonNONE
72703H101PLNTPLANET FITNESS MASTER ISSUER$11.8M0.01%159,233CommonNONE
69007J304OUTOUTFRONT MEDIA INC$11.8M0.01%460,855CommonNONE
62944T105NVRNVR INC$11.7M0.01%1,800CommonNONE
35905A109FTDRFRONTDOOR INC$11.7M0.01%229,252CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$11.7M0.01%362,828CommonNONE
093712107BEBLOOM ENERGY CORP$11.6M0.01%91,176CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$11.6M0.01%30,957CommonNONE
G8473T100STESTERIS PLC$11.6M0.01%53,080CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$11.4M0.01%331,925CommonNONE
03852U106ARMKARAMARK$11.4M0.01%285,044CommonNONE
428050108HSAIHESAI GROUP$11.3M0.01%596,255CommonNONE
219350105GLWCORNING INC$11.2M0.01%85,679CommonNONE
89832Q109TFCTRUIST FINL CORP$11.2M0.01%247,762CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$11.2M0.01%38,021CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$11.1M0.01%70,812CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$11.1M0.01%464,037CommonNONE
18539C204CWENCLEARWAY ENERGY INC$11.0M0.01%281,383CommonNONE
92343E102VRSNVERISIGN INC$11.0M0.01%44,351CommonNONE
33829M101FIVEFIVE BELOW INC$10.8M0.01%48,055CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$10.6M0.01%404,905CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$10.6M0.01%205,932CommonNONE
452308109ITWILLINOIS TOOL WKS INC$10.6M0.01%41,494CommonNONE
49926D109KNKNOWLES CORP$10.5M0.01%423,333CommonNONE
74736K101QRVOQORVO INC$10.4M0.01%137,276CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP$10.4M0.01%37,988CommonNONE
983134107WYNNWYNN RESORTS LTD$10.4M0.01%105,807CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$10.3M0.01%78,483CommonNONE
554382101MACMACERICH CO$10.3M0.01%549,665CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$10.2M0.01%26,326CommonNONE
231561101CWCURTISS WRIGHT CORP$10.2M0.01%15,408CommonNONE
002474104AZZAZZ INC$10.1M0.01%82,409CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$10.1M0.01%327,833CommonNONE
92839U206VCVISTEON CORP$10.0M0.01%113,149CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10.0M0.01%40,678CommonNONE
141788109CARGCARGURUS INC$9.9M0.01%291,377CommonNONE
45168D104IDXXIDEXX LABS INC$9.8M0.01%17,787CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$9.8M0.01%50,936CommonNONE
91879Q109MTNVAIL RESORTS INC$9.8M0.01%77,195CommonNONE
88579Y101MMM3M CO$9.8M0.01%68,772CommonNONE
920253101VMIVALMONT INDS INC$9.7M0.01%25,036CommonNONE
98980G102ZSZSCALER INC$9.7M0.01%70,120CommonNONE
552848103MTGMGIC INVT CORP WIS$9.6M0.01%370,163CommonNONE
410867105THGHANOVER INS GROUP INC$9.4M0.01%54,682CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$9.2M0.01%56,122CommonNONE
428103105HESMHESS MIDSTREAM LP$9.2M0.01%232,752CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$9.1M0.01%34,306CommonNONE
038336103ATRAPTARGROUP INC$9.1M0.01%73,466CommonNONE
636180101NFGNATIONAL FUEL GAS CO$8.9M0.01%93,920CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$8.9M0.01%154,188CommonNONE
55305B101MHOM/I HOMES INC$8.9M0.01%73,776CommonNONE
750917106RMBSRAMBUS INC DEL$8.9M0.01%108,055CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$8.8M0.01%458,757CommonNONE
064058100BKBANK NEW YORK MELLON CORP$8.7M0.01%74,701CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$8.7M0.01%35,664CommonNONE
004498101ACIWACI WORLDWIDE INC$8.7M0.01%215,338CommonNONE
09260D107BXBLACKSTONE INC$8.7M0.01%77,172CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$8.7M0.01%138,266CommonNONE
044186104ASHASHLAND INC$8.7M0.01%160,069CommonNONE
754907103RYNRAYONIER INC$8.7M0.01%420,659CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$8.6M0.01%231,706CommonNONE
86333M108LRNSTRIDE INC$8.6M0.01%99,978CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$8.6M0.01%94,469CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$8.6M0.01%64,268CommonNONE
30161Q104EXELEXELIXIS INC$8.6M0.01%201,553CommonNONE
258278100DORMDORMAN PRODS INC$8.6M0.01%82,783CommonNONE
011311107ALGALAMO GROUP INC$8.5M0.01%51,541CommonNONE
18915M107NETCLOUDFLARE INC$8.4M0.01%42,908CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$8.4M0.01%41,156CommonNONE
830830105SKYCHAMPION HOMES INC$8.3M0.01%114,312CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$8.3M0.01%540,139CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$8.3M0.01%14,255CommonNONE
447462102HURNHURON CONSULTING GROUP INC$8.2M0.01%64,860CommonNONE
819047101SHAKSHAKE SHACK INC$8.2M0.01%93,583CommonNONE
105368203BDNBRANDYWINE RLTY TR$8.1M0.01%3,104,735CommonNONE
G2519Y108BAPCREDICORP LTD$8.1M0.01%24,737CommonNONE
09739D100BCCBOISE CASCADE CO DEL$8.0M0.01%105,908CommonNONE
57142B104MQMARQETA INC$8.0M0.01%1,974,823CommonNONE
313855108FSSFEDERAL SIGNAL CORP$8.0M0.01%75,704CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$7.9M0.01%82,949CommonNONE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$7.9M0.01%972,191CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$7.9M0.01%509,948CommonNONE
126408103CSXCSX CORP$7.8M0.01%196,333CommonNONE
034164103ANDEANDERSONS INC$7.7M0.01%107,524CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$7.7M0.01%56,102CommonNONE
00090Q103ADTADT INC DEL$7.7M0.01%1,184,459CommonNONE
714046109RVTYREVVITY INC$7.6M0.01%88,179CommonNONE
359694106FULFULLER H B CO$7.5M0.01%123,620CommonNONE

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.