MondegarAI
Itau Unibanco Holding S.A. (ITUB)

Q3 2025 · 13F-HR

Itau Unibanco Holding S.A. (ITUB)holdings as filed

Filed 2025-11-12 · accession 0001292814-25-003919

$3.00B
Reported value
393
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Itau Unibanco Holding S.A. (ITUB) · Q3 2025

AI · grounded in 13F

Itau Unibanco Holding S.A. (ITUB) established a new position in SPY valued at $299.03M. The fund also initiated new stakes in VOO for $206.06M and ITUB for $166.41M. Additional new positions include BBD at $121.98M, BAP at $119.13M, and NU at $107.02M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$299.0M9.97%448,878CommonSOLE
922908363VOOVANGUARD INDEX FDS$206.1M6.87%336,485CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$166.4M5.55%22,672,324CommonSOLE
059460303BBDBANCO BRADESCO S A$122.0M4.07%36,088,332CommonSOLE
G2519Y108BAPCREDICORP LTD$119.1M3.97%447,388CommonSOLE
G6683N103NUNU HLDGS LTD$107.0M3.57%6,684,418CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$101.8M3.40%8,041,545CommonSOLE
67066G104NVDANVIDIA CORP$82.9M2.76%444,294CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$75.6M2.52%6,399,690CommonSOLE
46138E727PXHINVESCO EXCHNG TRADED FD TR$74.4M2.48%2,925,998CommonSOLE
023135106AMZNAMAZON COM INC$70.3M2.35%320,393CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$67.9M2.26%850,566CommonSOLE
191241108KOFCOCA COLA FEMSA S A B DE C V$67.8M2.26%815,476CommonSOLE
91912E105VALEVALE S A$64.8M2.16%5,967,080CommonSOLE
29082A107EMBJEMBRAER S A$63.8M2.13%1,055,100CommonSOLE
151290889CXCEMEX SAB DE CV$63.7M2.13%7,091,193CommonSOLE
51817R106LTMLATAM AIRLS GROUP S A$59.0M1.97%1,304,565CommonSOLE
78463V907GLDSPDR GOLD TRUST$56.4M1.88%3,750CALLNONE
84265V105SCCOSOUTHERN COPPER CORP$50.4M1.68%414,907CommonSOLE
594918104MSFTMICROSOFT CORP$49.5M1.65%95,528CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$48.9M1.63%151,364CommonSOLE
88160R101TSLATESLA INC$42.7M1.42%96,023CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$41.6M1.39%1,982,312CommonSOLE
46434G822EWJISHARES INC$40.2M1.34%501,258CommonSOLE
30303M102METAFACEBOOK INC$36.5M1.22%49,701CommonNONE
464287614IWFISHARES TR$35.1M1.17%74,959CommonSOLE
G0896C103TBBBBBB FOODS INC$32.4M1.08%1,201,241CommonSOLE
464288885EFGISHARES TR$31.3M1.04%274,602CommonSOLE
373737105GGBGERDAU SA$30.9M1.03%9,956,261CommonSOLE
464288240ACWXISHARES TR$29.6M0.99%455,513CommonNONE
02079K305GOOGLALPHABET INC$27.7M0.92%117,019CommonSOLE
68389X105ORCLORACLE CORP$25.8M0.86%91,644CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$24.9M0.83%50,788CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S A$23.7M0.79%861,049CommonSOLE
64110L106NFLXNETFLIX INC$23.2M0.77%19,345CommonSOLE
81762P102NOWSERVICENOW INC$23.0M0.77%25,005CommonNONE
11135F101AVGOBROADCOM INC$22.1M0.74%66,910CommonSOLE
500767306KWEBKRANESHARES TR$21.6M0.72%514,595CommonNONE
059520106BCHBANCO DE CHILE$19.6M0.65%645,215CommonSOLE
037833100AAPLAPPLE INC$19.3M0.64%75,790CommonSOLE
464287655IWMISHARES TR$18.6M0.62%77,077CommonNONE
464287234EEMISHARES TR$16.0M0.53%298,715CommonSOLE
464286400EWZISHARES INC$15.7M0.53%525,035CommonNONE
78463V107GLDSPDR GOLD TR$15.1M0.50%43,574CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGD ETF$15.0M0.50%24,980CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$13.6M0.45%41,491CommonSOLE
40090E106CIBGRUPO CIBEST AS$12.8M0.43%246,270CommonSOLE
G85158106STNESTONECO LTD$12.1M0.40%637,944CommonSOLE
46429B267GOVTISHARES TR$10.3M0.34%445,745CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$9.7M0.32%40,283CommonNONE
464287242LQDISHARES TR$9.4M0.31%83,981CommonNONE
056752108BIDUBAIDU INC$8.7M0.29%66,000CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$8.5M0.28%342,268CommonSOLE
86959K105SUZSUZANO S A SPON$7.8M0.26%828,449CommonSOLE
464288224ICLNISHARES TR$7.7M0.26%500,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.4M0.25%26,431CommonNONE
19260Q107COINCOINBASE GLOBAL INC$7.2M0.24%21,271CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$7.1M0.24%79,201CommonNONE
22160N109CSGPCOSTAR GROUP INC$7.1M0.24%83,665CommonSOLE
464287432TLTISHARES TR$6.9M0.23%77,500CommonNONE
770700102HOODROBINHOOD MKTS INC$6.8M0.23%47,206CommonNONE
458140100INTCINTEL CORP$6.5M0.22%192,898CommonNONE
595112103MUMICRON TECHNOLOGY INC$6.1M0.20%36,356CommonSOLE
48581R205KSPIKASPI KZ JSC$6.0M0.20%73,461CommonNONE
26875P101EOGEOG RES INC$5.9M0.20%52,258CommonSOLE
086516101BBYBEST BUY INC$5.4M0.18%72,007CommonSOLE
20441B407COMPANHIA PARANAENSE ENERG C$5.3M0.18%544,344CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.3M0.18%59,188CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5.3M0.18%98,021CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$5.3M0.18%134,000CommonNONE
78409V104SPGIS&P GLOBAL INC$4.5M0.15%9,300CommonNONE
46140H106DBAINVESCO DB MLTI SECTR CMMTY$4.5M0.15%168,400CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.1M0.14%54,198CommonSOLE
464287184FXIISHARES TR$4.0M0.13%97,610CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$4.0M0.13%12,052CommonSOLE
931142103WMTWALMART INC$3.9M0.13%37,873CommonSOLE
767292105RIOTRIOT BLOCKCHAIN INC$3.8M0.13%202,000CommonNONE
N97284108NBISYANDEX N V$3.7M0.12%32,800CommonNONE
565788106MARAMARA HOLDINGS INC$3.3M0.11%178,000CommonNONE
46436E403GARPISHARES TR$3.1M0.10%16,170CommonNONE
92189F106GDXVANECK VECTORS ETF TR$3.1M0.10%40,000CommonNONE
22113B103CSANCOSAN LTD$3.0M0.10%658,046CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.8M0.09%14,953CommonNONE
00287Y109ABBVABBVIE INC$2.8M0.09%12,210CommonSOLE
697660207PAMPAMPA ENERGIA S A$2.8M0.09%46,329CommonNONE
29970N104EVEXEVE HLDG INC$2.8M0.09%730,317CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.7M0.09%17,316CommonNONE
P31076105CPACOPA HOLDINGS SA$2.5M0.08%21,078CommonSOLE
191216100KOCOCA COLA CO$2.5M0.08%37,496CommonSOLE
37954Y871URAGLOBAL X FDS$2.4M0.08%50,486CommonNONE
532457108LLYLILLY ELI & CO$2.3M0.08%3,062CommonSOLE
464286822EWWISHARES INC$2.3M0.08%33,800CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$2.3M0.08%26,966CommonSOLE
651639106NEMNEWMONT MINING CORP$2.2M0.07%26,298CommonSOLE
P5626F128IFSINTERCORP FINL SVCS INC$2.0M0.07%50,620CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.0M0.07%16,597CommonNONE
49271V100KDPKEURIG DR PEPPER INC$2.0M0.07%77,007CommonNONE
21873S108CRWVCOREWEAVE INC$1.9M0.06%14,000CommonNONE
05967A107BSBRBANCO SANTANDER BRASIL S A$1.9M0.06%342,322CommonNONE
458140900INTCINTEL CORP$1.8M0.06%2,700CALLNONE
437076102HDHOME DEPOT INC$1.8M0.06%4,524CommonSOLE
878742204TECKTECK RESOURCES LTD$1.8M0.06%41,000CommonNONE
440452100HRLHORMEL FOODS CORP$1.8M0.06%70,792CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.7M0.06%6,667CommonNONE
G29183103ETNEATON CORP PLC$1.6M0.05%4,267CommonNONE
91232N108USOUNITED STATES OIL FUND LP$1.5M0.05%20,000CommonNONE
46428Q109SLVISHARES SILVER TRUST$1.5M0.05%34,526CommonNONE
46138E628KBWBINVESCO EXCHNG TRADED FD TR$1.4M0.05%18,400CommonNONE
464288653TLHISHARES TR$1.4M0.05%13,838CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.4M0.05%6,703CommonNONE
05722G100BKRBAKER HUGHES A GE CO$1.4M0.05%28,775CommonSOLE
82846H405QXOQXO INC$1.3M0.04%70,700CommonNONE
48251W104KKRKKR & CO INC$1.3M0.04%10,078CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.04%2,000CommonNONE
78468R663BILSPDR SER TR$1.2M0.04%13,212CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.04%4,811CommonNONE
254687106DISDISNEY WALT CO$1.1M0.04%9,912CommonNONE
37637K108GTLBGITLAB INC$1.1M0.04%25,000CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$1.1M0.04%4,900CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.04%2,200CommonNONE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$1.1M0.04%30,000CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.04%5,298CommonSOLE
38059T106GFIGOLD FIELDS LTD NEW$1.1M0.04%25,033CommonSOLE
97717W422EPIWISDOMTREE TR$1.0M0.03%23,600CommonNONE
81141R100SESEA LTD$1.0M0.03%5,738CommonSOLE
464287408IVEISHARES TR$1.0M0.03%4,895CommonNONE
23804L103DDOGDATADOG INC$946,2480.03%6,645CommonNONE
464287739IYRISHARES TR$938,2780.03%9,665CommonNONE
29786A106ETSYETSY INC$882,3890.03%13,291CommonNONE
31816X106FLYFIREFLY AEROSPACE INC$879,6000.03%30,000CommonNONE
833445109SNOWSNOWFLAKE INC$879,4190.03%3,899CommonNONE
500767906KRANESHARES TR$870,7140.03%663CALLSOLE
60937P106MDBMONGODB INC$864,0980.03%2,784CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$842,2860.03%156CommonNONE
835699307SONYSONY CORP$814,6710.03%28,297CommonNONE
77311W101RKTROCKET COS INC$782,3900.03%40,371CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$758,3100.03%4,687CommonNONE
N3167Y103RACEFERRARI N V$679,3080.02%1,400CommonNONE
464288356CMFISHARES TR$624,0710.02%10,941CommonSOLE
37960A529SHLDGLOBAL X FDS$611,4390.02%8,705CommonNONE
G29018101DLODLOCAL LTD CLASS A COM$585,0940.02%40,973CommonSOLE
464287176TIPISHARES TR$565,9180.02%5,088CommonSOLE
78463X301GMFSPDR INDEX SHS FDS$556,0680.02%4,000CommonNONE
149123101CATCATERPILLAR INC DEL$544,4280.02%1,141CommonNONE
654106103NKENIKE INC$520,7440.02%7,468CommonSOLE
13321L108CCJCAMECO CORP$495,5290.02%5,909CommonNONE
456788108INFYINFOSYS LTD$494,3150.02%30,382CommonNONE
464285204IAUISHARES GOLD TR$464,2000.02%6,379CommonSOLE
92826C839VVISA INC$458,1320.02%1,342CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$458,0100.02%4,675CommonNONE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$428,8750.01%4,582CommonSOLE
36165L108GDSGDS HLDGS LTD$425,5840.01%10,997CommonSOLE
53656F417METVLISTED FD TR$416,1200.01%20,200CommonNONE
478160104JNJJOHNSON & JOHNSON$406,4410.01%2,192CommonSOLE
771049103RBLXROBLOX CORP$401,7080.01%2,900CommonNONE
046353108AZNNASTRAZENECA PLC$393,3430.01%5,127CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$385,6530.01%678CommonNONE
46625H100JPMJPMORGAN CHASE & CO$362,4290.01%1,149CommonNONE
46429B671MCHIISHARES TR$355,5900.01%5,400CommonNONE
H5919C104ONONON HLDG AG$336,3010.01%7,941CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$333,6890.01%1,867CommonSOLE
629377508NRGNRG ENERGY INC$329,2440.01%2,033CommonNONE
632307104NTRANATERA INC$305,8430.01%1,900CommonNONE
46090F100PDBCINVESCO ACTIVELY MANAGD ETF$298,5350.01%22,229CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$280,0150.01%1,535CommonNONE
233051440QARPDBX ETF TR$268,4240.01%8,139CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$268,3740.01%150CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$262,4580.01%11,245CommonSOLE
92840M102VSTVISTRA ENERGY CORP$259,0130.01%1,322CommonSOLE
093712107BEBLOOM ENERGY CORP$245,7600.01%2,906CommonNONE
369604301GEGENERAL ELECTRIC CO$234,0380.01%778CommonNONE
26856L103ELFE L F BEAUTY INC$230,5150.01%1,740CommonNONE
464287465EFAISHARES TR$206,7210.01%2,214CommonNONE
464286665EPPISHARES INC$206,2400.01%4,000CommonNONE
49177J102KVUEKENVUE INC$204,0110.01%12,570CommonSOLE
87615L107THTARGET HOSPITALITY CORP$190,7660.01%22,496CommonNONE
832696405SJMSMUCKER J M CO$190,7020.01%1,756CommonNONE
46432F339QUALISHARES TR$190,5060.01%979CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$187,1100.01%2,268CommonNONE
025816109AXPAMERICAN EXPRESS CO$179,6990.01%541CommonNONE
03831W108APPAPPLOVIN CORP$176,7610.01%246CommonSOLE
N07059210ASMLASML HOLDING N V$160,7030.01%166CommonNONE
040413205ANETARISTA NETWORKS INC$150,3730.01%1,032CommonNONE
09260D107BXBLACKSTONE INC$147,1020.00%861CommonNONE
78462F953SPYSPDR S&P 500 ETF TR$141,4760.00%650PUTNONE
22160N909CSGPCOSTAR GROUP INC$137,9200.00%550CALLNONE
512807108LRCXEURLAM RESEARCH CORP$136,3100.00%1,018CommonNONE
052769106ADSKAUTODESK INC$133,4210.00%420CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$129,7270.00%442CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$128,4010.00%364CommonSOLE
443573100HUBSHUBSPOT INC$127,7090.00%273CommonNONE
743315103PGRPROGRESSIVE CORP OHIO$127,1790.00%515CommonSOLE
65339F901NEENEXTERA ENERGY INC$123,1670.00%400CALLNONE
038222105AMATAPPLIED MATLS INC$123,0490.00%601CommonNONE
747525103QCOMQUALCOMM INC$118,7810.00%714CommonNONE
086516901BBYBEST BUY INC$112,9090.00%950CALLNONE
058586108BLDPBALLARD PWR SYS INC NEW$108,8710.00%40,026CommonNONE
285512109EAELECTRONIC ARTS INC$105,6910.00%524CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$96,0300.00%3,910CommonNONE
615369105MCOMOODYS CORP$91,4840.00%192CommonNONE
29444U700EQIXEQUINIX INC$90,0730.00%115CommonNONE
548661107LOWLOWES COS INC$84,1890.00%335CommonNONE
58155Q103MCKMCKESSON CORP$83,4340.00%108CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$80,3730.00%731CommonNONE
25809K105DASHDOORDASH INC$76,9730.00%283CommonNONE
91332U101UUNITY SOFTWARE INC$76,6770.00%1,915CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$76,6080.00%168CommonNONE
10806X102BBIORIDGEBIO PHARMA INC COM$76,3520.00%1,470CommonNONE
037612906APOLLO GLOBAL MGMT LLC$75,9640.00%570CommonNONE
02209S103MOALTRIA GROUP INC$74,5820.00%1,129CommonNONE
94106L109WMWASTE MGMT INC DEL$74,4200.00%337CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$73,3360.00%1,121CommonNONE
88579Y101MMM3M CO$72,3140.00%466CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$71,4080.00%127CommonNONE
35137L105FOXAFOX CORP$69,5550.00%1,103CommonNONE
204409601CIGCOMPANHIA ENERGETICA DE MINA$68,1830.00%32,314CommonSOLE
882508104TXNTEXAS INSTRS INC$65,2240.00%355CommonNONE
907818108UNPUNION PAC CORP$65,0020.00%275CommonNONE
16115Q308GTLSCHART INDS INC$63,8480.00%319CommonNONE
49456B101KMIKINDER MORGAN INC DEL$63,4990.00%2,243CommonSOLE
893641100TDGTRANSDIGM GROUP INC$63,2650.00%48CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW$63,0690.00%585CommonNONE
77543R102ROKUROKU INC$61,7800.00%617CommonNONE
443201108HWMHOWMET AEROSPACE INC$61,6160.00%314CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$60,6280.00%125CommonSOLE
172908105CTASCINTAS CORP$60,1410.00%293CommonNONE
418056107HASHASBRO INC$60,0730.00%792CommonNONE
009066101ABNBAIRBNB INC$59,4960.00%490CommonNONE
680665205OLNOLIN CORP$58,9510.00%2,359CommonNONE
009158106APDAIR PRODS & CHEMS INC$58,9070.00%216CommonSOLE
235851102DHRDANAHER CORP DEL$58,0900.00%293CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$57,8110.00%892CommonNONE
34959E109FTNTFORTINET INC$56,8380.00%676CommonNONE
H2906T109GRMNGARMIN LTD$56,6310.00%230CommonNONE
163851108CCCHEMOURS CO$56,3270.00%3,556CommonNONE
67059N108NTNXNUTANIX INC$55,7180.00%749CommonNONE
303250104FICOFAIR ISAAC CORP$55,3720.00%37CommonSOLE
231021106CMICUMMINS INC$54,9080.00%130CommonNONE
03076C106AMPAMERIPRISE FINL INC$53,5460.00%109CommonNONE
G87110105FTITECHNIPFMC PLC$52,5080.00%1,331CommonNONE
37954Y855LITGLOBAL X FDS$51,8470.00%912CommonNONE
375558103GILDGILEAD SCIENCES INC$51,1710.00%461CommonNONE
G5494J103LINDE PLC$50,8250.00%107CommonNONE
002824100ABTABBOTT LABS$49,9600.00%373CommonNONE
45337C102INCYINCYTE CORP$49,9530.00%589CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$49,1040.00%40CommonNONE
871607107SNPSSYNOPSYS INC$48,8460.00%99CommonNONE
020002101ALLALLSTATE CORP$48,7260.00%227CommonNONE
22266T109CPNGCOUPANG INC$48,3000.00%1,500CommonNONE
45784P101PODDINSULET CORP$48,1620.00%156CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$47,6130.00%1,746CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$47,3700.00%314CommonNONE
053332102AZOAUTOZONE INC$47,1930.00%11CommonNONE
311900104FASTFASTENAL CO$46,6860.00%952CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$46,5250.00%353CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$46,5030.00%1,998CommonNONE
45168D104IDXXIDEXX LABS INC$46,0000.00%72CommonNONE
969457100WMBWILLIAMS COS INC DEL$45,9920.00%726CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$45,8860.00%470CommonNONE
90138F102TWLOTWILIO INC$45,1410.00%451CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$44,8730.00%577CommonNONE
031162100AMGNAMGEN INC$44,0230.00%156CommonNONE
59156R108METMETLIFE INC$43,4090.00%527CommonNONE
717081103PFEPFIZER INC$43,0100.00%1,688CommonNONE
780259305SHELSHELL PLC$42,6320.00%596CommonNONE
863667101SYKSTRYKER CORP$41,7730.00%113CommonNONE
760759100RSGREPUBLIC SVCS INC$41,7650.00%182CommonNONE
922475108VEEVVEEVA SYS INC$40,8140.00%137CommonNONE
23331A109DHID R HORTON INC$40,6730.00%240CommonNONE
704326107PAYXPAYCHEX INC$40,4360.00%319CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$39,5880.00%43CommonNONE
256163106DOCUDOCUSIGN INC$38,7840.00%538CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$38,6380.00%510CommonNONE
960413102WLKWESTLAKE CHEM CORP$38,2990.00%497CommonNONE
09062X103BIIBBIOGEN INC$37,9620.00%271CommonNONE
336433107FSLRFIRST SOLAR INC$37,7110.00%171CommonNONE
278642103EBAYEBAY INC$37,4710.00%412CommonNONE
384802104GWWGRAINGER W W INC$37,1650.00%39CommonNONE
14149Y108CAHCARDINAL HEALTH INC$36,8860.00%235CommonNONE
30063P105EXKEXACT SCIENCES CORP$36,8750.00%674CommonNONE
69349H107TXNMPNM RES INC$36,8710.00%652CommonSOLE
759916109RGENREPLIGEN CORP$36,6260.00%274CommonNONE
58933Y105MRKMERCK & CO INC$35,8380.00%427CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$35,6390.00%91CommonNONE
88339J105TTDTHE TRADE DESK INC$35,0910.00%716CommonNONE
090572207BIOBIO RAD LABS INC$35,0490.00%125CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$35,0420.00%647CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$34,8840.00%78CommonNONE
934550203WMGWARNER MUSIC GROUP CORP$34,8770.00%1,024CommonNONE
40049J206TVGRUPO TELEVISA SA$34,6530.00%12,882CommonSOLE
761152107RMDRESMED INC$34,2160.00%125CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$33,9150.00%752CommonNONE
384556106GHMGRAHAM CORP$33,8730.00%617CommonNONE
29084Q100EMEEMCOR GROUP INC$33,7760.00%52CommonNONE
941848103WATWATERS CORP$33,2790.00%111CommonNONE
N14506104ESTCELASTIC N V$33,2050.00%393CommonSOLE
83304A106SNAPSNAP INC$32,7600.00%4,249CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$32,6810.00%245CommonNONE
988498101YUMYUM BRANDS INC$32,6800.00%215CommonNONE
50212V100LPLALPL FINL HLDGS INC$32,2710.00%97CommonNONE
714046109RVTYPERKINELMER INC$32,0800.00%366CommonNONE
217204106CPRTCOPART INC$31,5690.00%702CommonNONE
09073M104TECHBIO TECHNE CORP$30,9300.00%556CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$30,9030.00%338CommonNONE
526057104LENLENNAR CORP$30,2500.00%240CommonNONE
15118V207CELHCELSIUS HOLDINGS INC$30,0670.00%523CommonNONE
126408103CSXCSX CORP$29,9700.00%844CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$28,2390.00%94CommonNONE
452327109ILMNILLUMINA INC$27,3510.00%288CommonNONE
858119100STLDSTEEL DYNAMICS INC$26,7710.00%192CommonNONE
40434L105HPQHP INC$26,7130.00%981CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$26,6450.00%53CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$26,4830.00%1,356CommonNONE
G5876H105MRVLEURMARVELL TECHNOLOGY GROUP LTD$26,0620.00%310CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$25,8700.00%354CommonNONE
60770K107MRNAMODERNA INC$25,7010.00%995CommonNONE
64110D104NTAPNETAPP INC$25,3500.00%214CommonNONE
679580100ODFLOLD DOMINION FGHT LINES INC$24,6370.00%175CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$24,4970.00%176CommonNONE
962166104WYWEYERHAEUSER CO$24,3440.00%982CommonNONE
79466L302CRMSALESFORCE COM INC$22,2780.00%94CommonSOLE
02319V103ABEVAMBEV SA$21,9520.00%9,844CommonNONE
87422Q109TLNTALEN ENERGY CORP$21,6940.00%51CommonNONE
90353W103UIUBIQUITI NETWORKS INC$19,1570.00%29CommonNONE
929740108WABWABTEC CORP$18,4430.00%92CommonNONE
449172105HYHYSTER YALE MATLS HANDLING I$18,3560.00%498CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$16,8880.00%400CommonNONE
98419M100XYLXYLEM INC$16,8150.00%114CommonNONE
89346D107TACTRANSALTA CORP$16,7730.00%1,227CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$16,6250.00%164CommonNONE
29355A107ENPHENPHASE ENERGY INC$16,4560.00%465CommonSOLE
01741R102ATIALLEGHENY TECHNOLOGIES INC$16,4310.00%202CommonSOLE
26884L109EQTEQT CORP$16,3830.00%301CommonSOLE
366651107ITGARTNER INC$16,2980.00%62CommonNONE
62944T105NVRNVR INC$16,0690.00%2CommonNONE
H2927K103AMRZAMRIZE LTD$14,5590.00%300CommonSOLE
142339100CSLCARLISLE COS INC$13,4870.00%41CommonNONE
101121101BXPBOSTON PROPERTIES INC$12,5630.00%169CommonNONE
19247G107COHRCOHERENT CORP$11,6340.00%108CommonSOLE
G5698W116LXFRLUXFER HOLDINGS PLC$11,5090.00%828CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$11,4740.00%358CommonNONE
74340W103PLDPROLOGIS INC$11,0910.00%97CommonSOLE
099724106BWABORGWARNER INC$11,0780.00%252CommonNONE
053774105CARAVIS BUDGET GROUP$10,9190.00%68CommonNONE
042068205ARMARM HOLDINGS PLC$10,7530.00%76CommonSOLE
969904101WSMWILLIAMS SONOMA INC$10,7500.00%55CommonNONE
184496107CLHCLEAN HARBORS INC$10,4500.00%45CommonNONE
49427F108KRCKILROY RLTY CORP$10,4360.00%247CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10,1820.00%11CommonSOLE
428291108HXLHEXCEL CORP NEW$9,8440.00%157CommonNONE
929042109VNOVORNADO RLTY TR$9,7680.00%241CommonNONE
115236101BROBROWN & BROWN INC$9,6600.00%103CommonNONE
615394202MOG/AMOOG INC$9,3450.00%45CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$9,1300.00%162CommonNONE
058498106BALLBALL CORP$9,0250.00%179CommonNONE
754907103RYNRAYONIER INC$8,8910.00%335CommonNONE
549498202LCIDLUCID GROUP INC$8,8740.00%373CommonNONE
855244109SBUXSTARBUCKS CORP$8,7980.00%104CommonSOLE
45167R104IEXIDEX CORP$8,7890.00%54CommonSOLE
65340P106NXENEXGEN ENERGY LTD$8,6370.00%965CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$8,5280.00%268CommonNONE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR$8,3330.00%840CommonNONE
237266101DARDARLING INGREDIENTS INC$8,2420.00%267CommonNONE
89055F103BLDTOPBUILD CORP$8,2080.00%21CommonNONE
222795502CUZCOUSINS PPTYS INC$8,1900.00%283CommonNONE
008492100ADCAGREE REALTY CORP$8,0990.00%114CommonNONE
00508Y102AYIACUITY BRANDS INC$7,9210.00%23CommonNONE
29530P102ERIEERIE INDTY CO$7,6360.00%24CommonNONE
925652109VICIVICI PPTYS INC$7,5660.00%232CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$7,4480.00%38CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$7,3660.00%30CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$7,3510.00%53CommonNONE
562750109MANHMANHATTAN ASSOCS INC$7,1740.00%35CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$6,8500.00%199CommonNONE
09739D100BCCBOISE CASCADE CO DEL$6,8040.00%88CommonSOLE
574599106MASMASCO CORP$6,6170.00%94CommonNONE
20825C104COPCONOCOPHILLIPS$6,5270.00%69CommonSOLE
031100100AMEAMETEK INC NEW$6,4030.00%34CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$6,3040.00%158CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$6,2570.00%18CommonSOLE
443510607HUBBHUBBELL INC$6,0240.00%14CommonSOLE
21874C102CNMCORE & MAIN INC$5,8670.00%109CommonNONE
546347105LPXLOUISIANA PAC CORP$5,7750.00%65CommonNONE
000360206AAONAAON INC$5,7000.00%61CommonNONE
513272104LWLAMB WESTON HLDGS INC$5,6340.00%97CommonSOLE
88162G103TTEKTETRA TECH INC NEW$5,6080.00%168CommonNONE
18539C105NY4BCLEARWAY ENERGY INC$5,4670.00%203CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$5,4560.00%45CommonSOLE
89531P105TREXTREX CO INC$5,4250.00%105CommonNONE
21874A106CORZCORE SCIENTIFIC INC NEW$5,4180.00%302CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$5,3960.00%191CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$5,2500.00%136CommonSOLE
N5749R1002GHMERUS N V$3,0130.00%32CommonSOLE

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.