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Clearbridge Investments, LLC

Q2 2023 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2023-08-11 · accession 0001348883-23-000018

$110.81B
Reported value
695
Positions
2023-06-30
Period end
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Holdings as filed

First 500 of 695

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$5.08B4.58%14,916,569CommonSOLE
037833100AAPLApple Inc$3.60B3.25%18,547,509CommonSOLE
91324P102UNHUnitedHealth Group Inc$3.02B2.73%6,289,205CommonSOLE
023135106AMZNAmazon.com Inc$2.48B2.24%19,042,247CommonSOLE
92826C839VVisa Inc$2.47B2.23%10,409,412CommonSOLE
67066G104NVDANVIDIA Corp$2.44B2.20%5,762,285CommonSOLE
11135F101AVGOBroadcom Inc$1.62B1.46%1,864,589CommonSOLE
30303M102METAMeta Platforms Inc$1.60B1.45%5,592,523CommonSOLE
75513E101RTXRaytheon Technologies Corp$1.59B1.44%16,243,792CommonSOLE
20030N101CMCSAComcast Corp$1.55B1.40%37,237,289CommonSOLE
64110L106NFLXNetflix Inc$1.16B1.05%2,644,529CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.15B1.04%7,926,898CommonSOLE
478160104JNJJohnson & Johnson$1.12B1.01%6,770,531CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$1.11B1.00%3,151,422CommonSOLE
911312106UPSUnited Parcel Service Inc$1.10B0.99%6,150,338CommonSOLE
G29183103ETNEaton Corp PLC$982.9M0.89%4,887,803CommonSOLE
384802104GWWWW Grainger Inc$934.6M0.84%1,185,146CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$922.0M0.83%6,578,063CommonSOLE
697435105PANWPalo Alto Networks Inc$917.5M0.83%3,590,996CommonSOLE
N07059210ASMLASML Holding NV$863.0M0.78%1,190,791CommonSOLE
58933Y105MRKMerck & Co Inc$855.7M0.77%7,415,773CommonSOLE
00724F101ADBEAdobe Inc$850.6M0.77%1,739,525CommonSOLE
883556102TMOThermo Fisher Scientific Inc$847.3M0.76%1,623,922CommonSOLE
816851109SRESempra Energy$846.7M0.76%5,815,727CommonSOLE
68389X105ORCLOracle Corp$843.1M0.76%7,079,897CommonSOLE
61174X109MNSTMonster Beverage Corp$817.2M0.74%14,227,402CommonSOLE
G54950103LINLinde PLC$813.7M0.73%2,135,271CommonSOLE
78409V104SPGIS&P Global Inc$804.4M0.73%2,006,511CommonSOLE
075887109BDXBecton Dickinson & Co$804.0M0.73%3,045,524CommonSOLE
H01301128ALCAlcon Inc$802.0M0.72%9,767,205CommonSOLE
969457100WMBWilliams Cos Inc/The$767.3M0.69%23,515,457CommonSOLE
79466L302CRMSalesforce Inc$766.4M0.69%3,627,812CommonSOLE
443573100HUBSHubSpot Inc$759.8M0.69%1,427,873CommonSOLE
437076102HDHome Depot Inc/The$733.9M0.66%2,362,399CommonSOLE
03769M106APOApollo Global Management Inc$719.2M0.65%9,363,989CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$707.8M0.64%3,763,353CommonSOLE
863667101SYKStryker Corp$706.5M0.64%2,315,869CommonSOLE
824348106SHWSherwin-Williams Co/The$699.4M0.63%2,634,093CommonSOLE
89417E109TRVTravelers Cos Inc/The$686.3M0.62%3,951,785CommonSOLE
929160109VMCVulcan Materials Co$682.1M0.62%3,025,765CommonSOLE
46120E602ISRGIntuitive Surgical Inc$675.2M0.61%1,974,478CommonSOLE
742718109PGProcter & Gamble Co/The$665.8M0.60%4,388,091CommonSOLE
654106103NKENIKE Inc$642.5M0.58%5,821,520CommonSOLE
723787107PXDEURPioneer Natural Resources Co$627.4M0.57%3,028,261CommonSOLE
052769106ADSKAutodesk Inc$610.3M0.55%2,982,973CommonSOLE
458140100INTCIntel Corp$605.5M0.55%18,107,168CommonSOLE
90353T100UBERUber Technologies Inc$602.1M0.54%13,946,759CommonSOLE
29444U700EQIXEquinix Inc$600.1M0.54%765,456CommonSOLE
35671D857FCXFreeport-McMoRan Inc$594.7M0.54%14,868,577CommonSOLE
29250N105ENBEnbridge Inc$592.3M0.53%15,944,707CommonSOLE
98978V103ZTSZoetis Inc$567.0M0.51%3,292,682CommonSOLE
693506107PPGPPG Industries Inc$560.7M0.51%3,781,035CommonSOLE
609207105MDLZMondelez International Inc$538.4M0.49%7,380,783CommonSOLE
191216100KOCoca-Cola Co/The$527.6M0.48%8,760,817CommonSOLE
94106L109WMWaste Management Inc$526.0M0.47%3,032,971CommonSOLE
252131107DXCMDexCom Inc$522.5M0.47%4,065,548CommonSOLE
09062X103BIIBBiogen Inc$520.6M0.47%1,827,664CommonSOLE
03027X100AMTAmerican Tower Corp$513.7M0.46%2,648,789CommonSOLE
G51502105JCIJohnson Controls International plc$513.0M0.46%7,527,896CommonSOLE
98138H101WDAYWorkday Inc$491.3M0.44%2,174,755CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$488.8M0.44%3,327,904CommonSOLE
26884L109EQTEQT Corp$484.4M0.44%11,776,306CommonSOLE
G1151C101ACNAccenture PLC$477.3M0.43%1,546,675CommonSOLE
00287Y109ABBVAbbVie Inc$473.7M0.43%3,516,127CommonSOLE
848637104SPLKCHFSplunk Inc$456.8M0.41%4,306,156CommonSOLE
G6095L109Aptiv PLC$453.5M0.41%4,442,307CommonSOLE
532457108LLYEli Lilly & Co$451.7M0.41%963,247CommonSOLE
45784P101PODDInsulet Corp$451.2M0.41%1,564,913CommonSOLE
502431109LHXL3Harris Technologies Inc$450.5M0.41%2,301,238CommonSOLE
70450Y103PYPLPayPal Holdings Inc$445.9M0.40%6,682,752CommonSOLE
518439104ELEstee Lauder Cos Inc/The$443.9M0.40%2,260,227CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$440.9M0.40%5,458,657CommonSOLE
281020107EIXEdison International$435.6M0.39%6,272,398CommonSOLE
65339F101NEENextEra Energy Inc$432.2M0.39%5,825,190CommonSOLE
717081103PFEPfizer Inc$431.9M0.39%11,775,424CommonSOLE
872540109TJXTJX Cos Inc/The$420.9M0.38%4,964,293CommonSOLE
25243Q205DEODiageo PLC$411.8M0.37%2,373,840CommonSOLE
907818108UNPUnion Pacific Corp$404.5M0.37%1,976,682CommonSOLE
02079K305GOOGLAlphabet Inc$387.7M0.35%3,239,115CommonSOLE
666807102NOCNorthrop Grumman Corp$385.4M0.35%845,636CommonSOLE
026874784AIGAmerican International Group Inc$368.6M0.33%6,406,653CommonSOLE
159864107CRLCharles River Laboratories International Inc$368.0M0.33%1,750,110CommonSOLE
461202103INTUIntuit Inc$356.1M0.32%777,268CommonSOLE
009158106APDAir Products and Chemicals Inc$353.9M0.32%1,181,611CommonSOLE
053484101AVBAvalonBay Communities Inc$351.5M0.32%1,857,217CommonSOLE
049468101TEAMAtlassian Corp Ltd$346.4M0.31%2,064,339CommonSOLE
293792107EPDEnterprise Products Partners LP$343.6M0.31%13,038,716CommonSOLE
88160R101TSLATesla Inc$340.1M0.31%1,299,382CommonSOLE
14040H105COFCapital One Financial Corp$333.1M0.30%3,045,413CommonSOLE
71377A103PFGCPerformance Food Group Co$329.5M0.30%5,469,463CommonSOLE
166764100CVXChevron Corp$321.8M0.29%2,045,330CommonSOLE
147528103CASYCasey's General Stores Inc$319.2M0.29%1,308,988CommonSOLE
803054204SAPSAP SE$318.0M0.29%2,324,268CommonSOLE
70975L107PENPenumbra Inc$312.2M0.28%907,453CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$311.7M0.28%602CommonSOLE
438516106HONHoneywell International Inc$311.1M0.28%1,499,413CommonSOLE
89531P105TREXTrex Co Inc$306.4M0.28%4,673,685CommonSOLE
57636Q104MAMasterCard Inc$305.2M0.28%775,963CommonSOLE
17275R102CSCOCisco Systems Inc$301.7M0.27%5,831,842CommonSOLE
833445109SNOWSnowflake Inc$301.2M0.27%1,711,561CommonSOLE
977852102WOLF*Wolfspeed Inc$300.2M0.27%5,400,196CommonSOLE
713448108PEPPepsiCo Inc$288.2M0.26%1,556,055CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$280.6M0.25%822,929CommonSOLE
060505104BACBank of America Corp$278.6M0.25%9,708,988CommonSOLE
G4705A100ICLRICON PLC$276.7M0.25%1,106,023CommonSOLE
29273V100ETEnergy Transfer LP$273.4M0.25%21,529,351CommonSOLE
009066101ABNBAirbnb Inc$271.4M0.24%2,117,669CommonSOLE
743315103PGRProgressive Corp/The$266.9M0.24%2,015,999CommonSOLE
244199105DEDeere & Co$265.3M0.24%654,672CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp$264.6M0.24%5,536,269CommonSOLE
29786A106ETSYEtsy Inc$263.9M0.24%3,119,007CommonSOLE
20825C104COPConocoPhillips$262.0M0.24%2,528,254CommonSOLE
931142103WMTWalmart Inc$258.3M0.23%1,643,373CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$254.1M0.23%4,033,198CommonSOLE
59156R108METMetLife Inc$245.2M0.22%4,336,844CommonSOLE
254687106DISWALT DISNEY COMPANY$242.5M0.22%2,716,508CommonSOLE
165167735EXEChesapeake Energy Corp$240.9M0.22%2,878,773CommonSOLE
86881A100SGRYSurgery Partners Inc$235.6M0.21%5,236,352CommonSOLE
92343V104VZVerizon Communications Inc$235.4M0.21%6,330,832CommonSOLE
75524B104RBCRBC Bearings Inc$229.3M0.21%1,054,423CommonSOLE
26622P107DOCSDoximity Inc$228.8M0.21%6,725,073CommonSOLE
609839105MPWRMonolithic Power Systems Inc$220.3M0.20%407,844CommonSOLE
25659T107DLBDolby Laboratories Inc$218.9M0.20%2,615,666CommonSOLE
82489W107SHLSShoals Technologies Group Inc$217.8M0.20%8,521,358CommonSOLE
025816109AXPAmerican Express Co$214.7M0.19%1,232,343CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$213.8M0.19%3,456,319CommonSOLE
670100205NVONovo Nordisk A/S$213.2M0.19%1,317,548CommonSOLE
405552100HLNHaleon PLC$212.9M0.19%25,409,879CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$212.8M0.19%5,187,204CommonSOLE
573874104MRVLMarvell Technology Inc$204.5M0.18%3,420,676CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$202.8M0.18%1,610,345CommonSOLE
92537N108VRTVertiv Holdings Co$198.5M0.18%8,015,103CommonSOLE
867224107SUSuncor Energy Inc$192.0M0.17%6,546,783CommonSOLE
620076307MSIMotorola Solutions Inc$191.3M0.17%652,148CommonSOLE
808513105SCHWCharles Schwab Corp/The$188.7M0.17%3,328,678CommonSOLE
053015103ADPAutomatic Data Processing Inc$187.5M0.17%853,187CommonSOLE
30231G102XOMExxon Mobil Corp$187.3M0.17%1,746,360CommonSOLE
37045V100GMGeneral Motors Co$184.7M0.17%4,791,198CommonSOLE
559080106WEPMagellan Midstream Partners LP$179.4M0.16%2,878,757CommonSOLE
36262G101GXOGXO Logistics Inc$179.3M0.16%2,854,976CommonSOLE
05722G100BKRBaker Hughes Co$177.7M0.16%5,621,321CommonSOLE
222070203COTYCoty Inc$176.4M0.16%14,353,329CommonSOLE
81141R100SESea Ltd$173.7M0.16%2,992,670CommonSOLE
882508104TXNTexas Instruments Inc$173.6M0.16%964,386CommonSOLE
518415104LSCCLattice Semiconductor Corp$171.5M0.15%1,785,378CommonSOLE
55336V100MPLXMPLX LP$171.4M0.15%5,050,196CommonSOLE
35138V102FOXFFox Factory Holding Corp$168.0M0.15%1,548,313CommonSOLE
949746101WMT2Wells Fargo & Co$164.1M0.15%3,844,742CommonSOLE
575385109DOORUSDMasonite International Corp$163.4M0.15%1,594,702CommonSOLE
974155103WINGWingstop Inc$161.8M0.15%808,422CommonSOLE
74340E103PGNYProgyny Inc$159.2M0.14%4,046,908CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$158.2M0.14%3,504,149CommonSOLE
02079K107GOOGAlphabet Inc$158.1M0.14%1,307,165CommonSOLE
902973304USBUS Bancorp$157.5M0.14%4,767,329CommonSOLE
15872M104APY1EURChampionX Corp$153.7M0.14%4,950,510CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$153.5M0.14%2,131,583CommonSOLE
49456B101KMIKinder Morgan Inc$152.7M0.14%8,869,327CommonSOLE
81762P102NOWServiceNow Inc$152.1M0.14%270,589CommonSOLE
884903808TRI4EURThomson Reuters Corp$148.5M0.13%1,100,518CommonSOLE
337738108FISVFiserv Inc$148.4M0.13%1,176,577CommonSOLE
835699307SONYSony Group Corp$148.3M0.13%1,646,926CommonSOLE
72352L106PINSPinterest Inc$148.0M0.13%5,412,650CommonSOLE
58155Q103MCKMcKesson Corp$147.9M0.13%346,143CommonSOLE
12572Q105CMECME Group Inc$147.7M0.13%797,231CommonSOLE
036752103ELVElevance Health Inc$147.1M0.13%331,082CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$143.9M0.13%765,063CommonSOLE
256163106DOCUDocuSign Inc$143.3M0.13%2,804,726CommonSOLE
98156Q108World Wrestling Entertainment Inc$142.6M0.13%1,314,510CommonSOLE
278865100ECLEcolab Inc$141.7M0.13%759,185CommonSOLE
758750103RRXRegal Rexnord Corp$135.4M0.12%879,989CommonSOLE
70435P102Paycor HCM Inc$133.9M0.12%5,656,495CommonSOLE
512807108LRCXEURLam Research Corp$133.6M0.12%207,747CommonSOLE
74460D109PSAPublic Storage$132.4M0.12%453,548CommonSOLE
879360105TDYTeledyne Technologies Inc$132.0M0.12%321,110CommonSOLE
025676206AELUSDAmerican Equity Investment Life Holding Co$131.4M0.12%2,522,086CommonSOLE
958669103WESWestern Midstream Partners LP$130.4M0.12%4,916,235CommonSOLE
64829B100New Relic Inc$130.3M0.12%1,991,723CommonSOLE
68902V107OTISOtis Worldwide Corp$130.3M0.12%1,463,767CommonSOLE
91332U101UUnity Software Inc$128.6M0.12%2,962,480CommonSOLE
46269C102IRDMIridium Communications Inc$128.2M0.12%2,064,085CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$127.5M0.12%2,763,246CommonSOLE
82452J109FOURShift4 Payments Inc$127.4M0.11%1,875,775CommonSOLE
626755102MUSAMurphy USA Inc$125.6M0.11%403,835CommonSOLE
375558103GILDGilead Sciences Inc$125.5M0.11%1,628,844CommonSOLE
42226A107HQYHealthEquity Inc$124.2M0.11%1,966,559CommonSOLE
72651A207PAGPPlains GP Holdings LP$124.1M0.11%8,366,546CommonSOLE
G65431127NENoble Corporation PLC$123.4M0.11%2,987,092CommonSOLE
595112103MUMicron Technology Inc$122.9M0.11%1,947,485CommonSOLE
16119P108CHTRCharter Communications Inc$121.0M0.11%329,384CommonSOLE
044186104ASHAshland Inc$119.5M0.11%1,374,643CommonSOLE
87612G101TRGPTarga Resources Corp$118.2M0.11%1,553,315CommonSOLE
872590104TMUST-Mobile US Inc$118.0M0.11%849,179CommonSOLE
538034109LYVLive Nation Entertainment Inc$117.6M0.11%1,290,928CommonSOLE
404030108HEESEURH&E Equipment Services Inc$116.8M0.11%2,552,928CommonSOLE
184496107CLHClean Harbors Inc$116.0M0.10%705,240CommonSOLE
09215C105Black Knight Inc$116.0M0.10%1,941,368CommonSOLE
441593100HLIHoulihan Lokey Inc$115.8M0.10%1,178,039CommonSOLE
86614U1007SUSummit Materials Inc$114.6M0.10%3,027,037CommonSOLE
457985208IARTIntegra LifeSciences Holdings Corp$113.5M0.10%2,760,594CommonSOLE
452308109ITWIllinois Tool Works Inc$113.2M0.10%452,478CommonSOLE
126650100CVSCVS Health Corp$112.5M0.10%1,626,868CommonSOLE
058498106BALLBall Corp$111.2M0.10%1,911,168CommonSOLE
531229854FWONKUSDLiberty Media Corp-Liberty Formula One$111.1M0.10%1,475,644CommonSOLE
89151E109TTENTotalEnergies SE$110.6M0.10%1,919,114CommonSOLE
83417M104SEDGSolarEdge Technologies Inc$110.0M0.10%408,740CommonSOLE
00130H105AESAES Corp/The$109.9M0.10%5,301,031CommonSOLE
92840M102VSTVistra Corp$109.8M0.10%4,183,996CommonSOLE
49338L103KEYSKeysight Technologies Inc$109.8M0.10%655,735CommonSOLE
653656108NICENice Ltd$109.8M0.10%531,616CommonSOLE
573284106MLMMartin Marietta Materials Inc$109.7M0.10%237,560CommonSOLE
00187Y100APGAPI Group Corp$109.5M0.10%4,016,582CommonSOLE
21037T109CEGConstellation Energy Corp$109.5M0.10%1,195,923CommonSOLE
85209W109SPTSprout Social Inc$109.4M0.10%2,370,431CommonSOLE
21036P108STZConstellation Brands Inc$107.5M0.10%436,659CommonSOLE
82509L107SHOPShopify Inc$106.5M0.10%1,649,000CommonSOLE
983793100XPOXPO Inc$106.4M0.10%1,803,501CommonSOLE
63845R107EYENational Vision Holdings Inc$105.6M0.10%4,348,138CommonSOLE
33829M101FIVEFive Below Inc$105.2M0.09%535,504CommonSOLE
217204106CPRTCopart Inc$105.1M0.09%1,152,681CommonSOLE
349853101FWRDUSDForward Air Corp$104.9M0.09%988,789CommonSOLE
34959E109FTNTFortinet Inc$102.8M0.09%1,360,267CommonSOLE
30212P303EXPEExpedia Group Inc$101.8M0.09%930,952CommonSOLE
29260Y1090C3Endeavor Group Holdings Inc$100.5M0.09%4,200,455CommonSOLE
093712107BEBloom Energy Corp$100.3M0.09%6,136,275CommonSOLE
58733R102MELIMercadoLibre Inc$99.5M0.09%84,036CommonSOLE
407497106HLNEHamilton Lane Inc$99.0M0.09%1,238,204CommonSOLE
68213N109OMCLOmnicell Inc$99.0M0.09%1,343,670CommonSOLE
726503105PAAPlains All American Pipeline LP$98.4M0.09%6,978,333CommonSOLE
922280102VRNSVaronis Systems Inc$97.1M0.09%3,643,876CommonSOLE
57667L107MTCHMatch Group Inc$96.9M0.09%2,314,411CommonSOLE
29452E101EQHEquitable Holdings Inc$94.8M0.09%3,492,223CommonSOLE
03743Q108APAAPA Corp$94.4M0.09%2,761,868CommonSOLE
124765108CAECAE Inc$93.5M0.08%4,178,997CommonSOLE
855244109SBUXStarbucks Corp$93.4M0.08%943,001CommonSOLE
05605H100BWXTBWX Technologies Inc$92.7M0.08%1,295,450CommonSOLE
934423104WBDWarner Bros Discovery Inc$91.9M0.08%7,324,782CommonSOLE
958102105WDCWestern Digital Corp$91.1M0.08%2,402,088CommonSOLE
552848103MTGMGIC Investment Corp$91.1M0.08%5,766,933CommonSOLE
45866F104ICEIntercontinental Exchange Inc$90.6M0.08%801,345CommonSOLE
094235108BLMNBloomin' Brands Inc$89.6M0.08%3,332,128CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$89.5M0.08%1,413,745CommonSOLE
607525102MODNEURModel N Inc$89.2M0.08%2,523,261CommonSOLE
127203107WHDCactus Inc$88.4M0.08%2,088,825CommonSOLE
62886E108VYXNCR Corp$88.0M0.08%3,490,909CommonSOLE
69553P100PDPagerDuty Inc$87.4M0.08%3,887,443CommonSOLE
78410G104SBACSBA Communications Corp$87.3M0.08%376,883CommonSOLE
09073M104TECHBio-Techne Corp$87.2M0.08%1,068,462CommonSOLE
576485205MTDRMatador Resources Co$85.8M0.08%1,640,361CommonSOLE
760125104RTORentokil Initial PLC$85.0M0.08%2,180,035CommonSOLE
03676B102AMAntero Midstream Corp$83.6M0.08%7,205,393CommonSOLE
29109X106AZPN1USDAspen Technology Inc$83.5M0.08%498,477CommonSOLE
122017106BURLBurlington Stores Inc$82.5M0.07%523,896CommonSOLE
682680103OKEOneok Inc$82.1M0.07%1,329,827CommonSOLE
87807B107TRPTC Energy Corp$81.8M0.07%2,024,791CommonSOLE
22160K105COSTCostco Wholesale Corp$79.8M0.07%148,265CommonSOLE
064058100BKBank of New York Mellon Corp/The$79.1M0.07%1,776,873CommonSOLE
08265T208BSYBentley Systems Inc$78.5M0.07%1,448,193CommonSOLE
03064D108COLDAmericold Realty Trust Inc$78.2M0.07%2,421,697CommonSOLE
00217Y104ATSATS Corp$76.1M0.07%1,650,841CommonSOLE
15687V109CERTCertara Inc$75.5M0.07%4,147,862CommonSOLE
00507V109AIYActivision Blizzard Inc$75.4M0.07%894,634CommonSOLE
19247A100CNSCohen & Steers Inc$74.8M0.07%1,289,928CommonSOLE
03938L203MTArcelorMittal SA$74.2M0.07%2,714,636CommonSOLE
852234103XYZBlock Inc$73.7M0.07%1,107,468CommonSOLE
428103105HESMHess Midstream LP$72.8M0.07%2,372,285CommonSOLE
39874R101GOGrocery Outlet Holding Corp$72.7M0.07%2,376,132CommonSOLE
291011104EMREmerson Electric Co$72.5M0.07%801,735CommonSOLE
69343T107PJTPJT Partners Inc$72.1M0.07%1,036,020CommonSOLE
45167R104IEXIDEX Corp$71.9M0.06%334,223CommonSOLE
29404K106ENVUSDEnvestnet Inc$71.0M0.06%1,196,929CommonSOLE
057665200BCPCBalchem Corp$70.7M0.06%524,785CommonSOLE
759530108RELXRELX PLC$70.6M0.06%2,111,046CommonSOLE
548661107LOWLowe's Cos Inc$70.1M0.06%310,612CommonSOLE
40131M109GHGuardant Health Inc$69.8M0.06%1,950,659CommonSOLE
277432100EMNEastman Chemical Co$69.3M0.06%827,820CommonSOLE
880345103TNCTennant Co$69.2M0.06%853,443CommonSOLE
N20944109CNHCNH Industrial NV$69.1M0.06%4,795,958CommonSOLE
74340W103PLDProLogis Inc$69.0M0.06%562,994CommonSOLE
233331107DTEDTE Energy Co$67.0M0.06%609,344CommonSOLE
235851102DHRDanaher Corp$67.0M0.06%279,277CommonSOLE
226344208Crestwood Equity Partners LP$66.8M0.06%2,521,298CommonSOLE
87166B102Syneos Health Inc$66.3M0.06%1,572,404CommonSOLE
04016X101ARGXArgenx SE$66.0M0.06%169,470CommonSOLE
298736109EEFTEuronet Worldwide Inc$65.4M0.06%557,065CommonSOLE
30161N101EXCExelon Corp$65.3M0.06%1,602,704CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$65.3M0.06%448,306CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$64.5M0.06%1,766,625CommonSOLE
74762E102QUREQuanta Services Inc$64.1M0.06%326,164CommonSOLE
617446448MSMorgan Stanley$61.4M0.06%718,980CommonSOLE
530307305LBRDKLiberty Broadband Corp$60.2M0.05%751,032CommonSOLE
512816109LAMRLamar Advertising Co$59.9M0.05%603,718CommonSOLE
M98068105WIXWix.com Ltd$59.2M0.05%757,143CommonSOLE
G0450A105ACGLArch Capital Group Ltd$59.0M0.05%788,018CommonSOLE
268150109DTDynatrace Inc$58.6M0.05%1,137,641CommonSOLE
194162103CLColgate-Palmolive Co$58.1M0.05%753,705CommonSOLE
48251W104KKRKKR & Co Inc$58.0M0.05%1,035,041CommonSOLE
68268W103OMFOneMain Holdings Inc$57.0M0.05%1,304,224CommonSOLE
82710M100SILKUSDSilk Road Medical Inc$56.4M0.05%1,736,607CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$55.5M0.05%3,088,840CommonSOLE
02665T306AMHAmerican Homes 4 Rent$55.4M0.05%1,563,103CommonSOLE
227046109CROXCrocs Inc$55.3M0.05%491,984CommonSOLE
G8060N102STSensata Technologies Holdings PLC$55.1M0.05%1,225,364CommonSOLE
09581B103OWLBlue Owl Capital Inc$54.5M0.05%4,678,700CommonSOLE
09260D107BXBlackstone Inc$54.4M0.05%585,406CommonSOLE
29978A104EVBGEUREverbridge Inc$54.2M0.05%2,014,144CommonSOLE
T9224W109STVNStevanato Group S.p.A.$53.9M0.05%1,665,860CommonSOLE
G8994E103TTTrane Technologies PLC$53.3M0.05%278,861CommonSOLE
011659109ALKAlaska Air Group Inc$53.1M0.05%998,198CommonSOLE
012348108AINAlbany International Corp$52.6M0.05%563,793CommonSOLE
G5960L103MDTMedtronic PLC$52.3M0.05%593,507CommonSOLE
892672106TWTradeweb Markets Inc$51.3M0.05%749,721CommonSOLE
16411Q101CQPCheniere Energy Partners LP$51.1M0.05%1,108,518CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$51.1M0.05%158,377CommonSOLE
040413106ANETEURArista Networks Inc$50.9M0.05%314,070CommonSOLE
22052L104CTVACorteva Inc$50.3M0.05%877,214CommonSOLE
046353108AZNNAstraZeneca PLC$50.0M0.05%698,939CommonSOLE
42809H107HESHess Corp$49.9M0.05%367,094CommonSOLE
G8232Y101SMART Global Holdings Inc$49.2M0.04%1,696,609CommonSOLE
361448103GATXGATX Corp$48.7M0.04%378,490CommonSOLE
11284V105Brookfield Renewable Corp$48.6M0.04%1,540,819CommonSOLE
579780206MKCMcCormick & Co Inc/MD$48.6M0.04%556,743CommonSOLE
023608102AEEAmeren Corp$48.5M0.04%594,376CommonSOLE
577933104MMSMAXIMUS Inc$47.1M0.04%557,357CommonSOLE
09857L108BKNGBooking Holdings Inc$47.1M0.04%17,432CommonSOLE
22160N109CSGPCoStar Group Inc$47.0M0.04%528,374CommonSOLE
09247X101BLKCHFBlackRock Inc$46.9M0.04%67,815CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$46.9M0.04%464,232CommonSOLE
G3223R108EGEverest Re Group Ltd$46.5M0.04%136,158CommonSOLE
216648402Cooper Cos Inc/The$46.5M0.04%121,349CommonSOLE
98139A105WKWorkiva Inc$46.4M0.04%456,631CommonSOLE
74758T303QLYSQualys Inc$46.4M0.04%359,218CommonSOLE
695127100PCRXPacira BioSciences Inc$46.2M0.04%1,154,149CommonSOLE
671044105OSISOSI Systems Inc$46.2M0.04%392,189CommonSOLE
553530106MSMMSC Industrial Direct Co Inc$45.5M0.04%478,018CommonSOLE
76118Y104REZIResideo Technologies Inc$45.1M0.04%2,555,406CommonSOLE
418056107HASHasbro Inc$44.9M0.04%692,903CommonSOLE
114340102AZTAAzenta Inc$44.8M0.04%959,203CommonSOLE
12504L109CBRECBRE Group Inc$44.1M0.04%546,372CommonSOLE
431636109HLMNHillman Solutions Corp$43.6M0.04%4,837,450CommonSOLE
05352A100AVTRAvantor Inc$43.5M0.04%2,116,866CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$42.6M0.04%375,420CommonSOLE
55261F104MTBM&T Bank Corp$42.4M0.04%342,479CommonSOLE
778296103ROSTRoss Stores Inc$42.0M0.04%374,958CommonSOLE
910047109UALUnited Airlines Holdings Inc$41.9M0.04%763,324CommonSOLE
682189105ONON Semiconductor Corp$41.5M0.04%438,878CommonSOLE
531229607Liberty Media Corp-Liberty SiriusXM$40.8M0.04%1,246,895CommonSOLE
025537101AEPAmerican Electric Power Co Inc$40.3M0.04%478,790CommonSOLE
925550105VIAVViavi Solutions Inc$40.1M0.04%3,537,371CommonSOLE
65341B106XIFRNextEra Energy Partners LP$40.1M0.04%683,223CommonSOLE
780287108RGLDRoyal Gold Inc$40.0M0.04%348,358CommonSOLE
00123Q104AGNCAGNC Investment Corp$39.9M0.04%3,934,186CommonSOLE
680665205OLNOlin Corp$39.2M0.04%762,778CommonSOLE
552953101MGMMGM Resorts International$39.0M0.04%889,101CommonSOLE
56600D107MRVIMaravai LifeSciences Holdings Inc$38.6M0.03%3,107,963CommonSOLE
83001A102SIXEURSix Flags Entertainment Corp$38.5M0.03%1,483,497CommonSOLE
G6700G107NVTnVent Electric PLC$38.5M0.03%745,716CommonSOLE
806857108SLBSchlumberger NV$38.2M0.03%778,385CommonSOLE
47074L105JAMFJamf Holding Corp$37.9M0.03%1,942,204CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$37.5M0.03%433,177CommonSOLE
12514G108CDWCDW Corp/DE$37.4M0.03%203,713CommonSOLE
871607107SNPSSynopsys Inc$37.0M0.03%85,006CommonSOLE
H1467J104CBChubb Ltd$37.0M0.03%192,059CommonSOLE
09075V102BNTXBioNTech SE$36.9M0.03%341,782CommonSOLE
536797103LADLithia Motors Inc$36.8M0.03%121,169CommonSOLE
747525103QCOMQUALCOMM Inc$36.3M0.03%305,216CommonSOLE
592688105MTDMettler-Toledo International Inc$35.9M0.03%27,344CommonSOLE
866674104SUISun Communities Inc$35.3M0.03%270,782CommonSOLE
517834107LVSLas Vegas Sands Corp$35.2M0.03%606,552CommonSOLE
30040W108ESEversource Energy$35.1M0.03%494,453CommonSOLE
421298100HAYWHayward Holdings Inc$35.1M0.03%2,728,355CommonSOLE
12626K203CRH PLC$35.0M0.03%627,412CommonSOLE
969904101WSMWilliams-Sonoma Inc$34.7M0.03%277,212CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$34.4M0.03%1,023,381CommonSOLE
81725T100SXTSensient Technologies Corp$34.2M0.03%480,193CommonSOLE
989207105ZBRAZebra Technologies Corp$33.7M0.03%113,967CommonSOLE
18467V109YOUClear Secure Inc$33.6M0.03%1,449,647CommonSOLE
74275K108PCORProcore Technologies Inc$33.5M0.03%514,096CommonSOLE
48251W401KKR & Co Inc$33.4M0.03%504,556CommonSOLE
131193104CALYTopgolf Callaway Brands Corp$32.9M0.03%1,655,487CommonSOLE
879369106TFXTeleflex Inc$31.4M0.03%129,731CommonSOLE
371927104GELGenesis Energy LP$31.1M0.03%3,261,226CommonSOLE
34379V103FLNCFluence Energy Inc$30.4M0.03%1,141,660CommonSOLE
23345M107DTMDT Midstream Inc$30.0M0.03%605,242CommonSOLE
04930R107Atlas Energy Solutions Inc$29.9M0.03%1,720,396CommonSOLE
962879102WPMWheaton Precious Metals Corp$29.7M0.03%687,024CommonSOLE
320517105FHNFirst Horizon Corp$29.5M0.03%2,618,255CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$29.4M0.03%311,997CommonSOLE
53814L108LTHM1EURLivent Corp$29.1M0.03%1,062,697CommonSOLE
826919102SLABSilicon Laboratories Inc$29.0M0.03%183,760CommonSOLE
83200N103SMARGBPSmartsheet Inc$29.0M0.03%756,790CommonSOLE
70438V106PCTYPaylocity Holding Corp$28.9M0.03%156,403CommonSOLE
65487K100LASRnLight Inc$28.5M0.03%1,850,431CommonSOLE
852312305STAASTAAR Surgical Co$28.5M0.03%541,383CommonSOLE
G8766E109TGHEURTextainer Group Holdings Ltd$28.2M0.03%715,560CommonSOLE
680710100Olink Holding AB$28.1M0.03%1,498,788CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$28.0M0.03%246,472CommonSOLE
28618M106ESIElement Solutions Inc$28.0M0.03%1,460,593CommonSOLE
81730H109SSentinelOne Inc$27.7M0.03%1,836,561CommonSOLE
539830109LMTLockheed Martin Corp$27.3M0.02%59,379CommonSOLE
911363109URIUnited Rentals Inc$27.1M0.02%60,812CommonSOLE
038222105AMATApplied Materials Inc$26.8M0.02%185,626CommonSOLE
358054104FRSHFreshworks Inc$26.2M0.02%1,491,375CommonSOLE
686688102ORAOrmat Technologies Inc$26.2M0.02%325,517CommonSOLE
817565104SCIService Corp International/US$25.9M0.02%401,502CommonSOLE
067901108ABXBarrick Gold Corp$25.6M0.02%1,510,924CommonSOLE
49803T300KRGKite Realty Group Trust$25.5M0.02%1,141,753CommonSOLE
G8473T100STESTERIS PLC$25.4M0.02%112,681CommonSOLE
98956A105ZETAZeta Global Holdings Corp$25.3M0.02%2,961,607CommonSOLE
67058H102NSUSDNuStar Energy LP$25.0M0.02%1,458,076CommonSOLE
24477E103DHDefinitive Healthcare Corp$25.0M0.02%2,270,039CommonSOLE
26701L100BROSDutch Bros Inc$24.7M0.02%867,757CommonSOLE
156504300CCSCentury Communities Inc$24.7M0.02%322,038CommonSOLE
880779103TEXTerex Corp$24.6M0.02%410,809CommonSOLE
047649108ATKRAtkore Inc$24.4M0.02%156,175CommonSOLE
26969P108EXPEagle Materials Inc$24.3M0.02%130,443CommonSOLE
44267D107Howard Hughes Corp/The$24.1M0.02%304,954CommonSOLE
494368103KMBKimberly-Clark Corp$24.0M0.02%174,061CommonSOLE
86765K109SUNSunoco LP$23.9M0.02%548,270CommonSOLE
435763107Holly Energy Partners LP$23.8M0.02%1,288,284CommonSOLE
339750101FNDFloor & Decor Holdings Inc$23.6M0.02%227,241CommonSOLE
G46188101HZNPNHorizon Therapeutics Plc$23.5M0.02%228,660CommonSOLE
683344105ONTOOnto Innovation Inc$22.9M0.02%197,037CommonSOLE
031162100AMGNAmgen Inc$22.7M0.02%102,207CommonSOLE
98887Q104ZLABZai Lab Ltd$22.5M0.02%811,314CommonSOLE
668771108GENGen Digital Inc$22.5M0.02%1,210,445CommonSOLE
98423F109XMTRXometry Inc$22.4M0.02%1,058,840CommonSOLE
24664T103DKLDelek Logistics Partners LP$22.2M0.02%405,718CommonSOLE
04010L103ARCCAres Capital Corp$21.9M0.02%1,165,178CommonSOLE
465741106ITRIItron Inc$21.8M0.02%302,900CommonSOLE
229050307CYRXCryoPort Inc$21.8M0.02%1,262,494CommonSOLE
61945C103MOSMosaic Co/The$21.4M0.02%610,213CommonSOLE
30225T102EXRExtra Space Storage Inc$21.2M0.02%142,487CommonSOLE
45168D104IDXXIdexx Laboratories Inc$21.1M0.02%42,049CommonSOLE
74164F103PRIMPrimoris Services Corp$20.7M0.02%678,171CommonSOLE
736508847PORPortland General Electric Co$20.6M0.02%440,264CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$20.6M0.02%425,152CommonSOLE
719405102PLABPhotronics Inc$20.5M0.02%794,873CommonSOLE
48576A100Karuna Therapeutics Inc$20.5M0.02%94,390CommonSOLE
781846209RUSHARush Enterprises Inc$19.4M0.02%320,027CommonSOLE
878742204TECKTeck Resources Ltd$19.4M0.02%460,312CommonSOLE
22002T108CDPCorporate Office Properties Trust$19.0M0.02%801,687CommonSOLE
398905109GPIGroup 1 Automotive Inc$18.9M0.02%73,275CommonSOLE
77634L105RCM1USDR1 RCM Inc$18.8M0.02%1,016,826CommonSOLE
737630103PCHPotlatchDeltic Corp$18.7M0.02%353,443CommonSOLE
128246105CVGWCalavo Growers Inc$18.6M0.02%640,505CommonSOLE
29275Y102ENSEnerSys$18.6M0.02%171,268CommonSOLE
527064109Leslie's Inc$18.4M0.02%1,958,964CommonSOLE
97650W108WTFCWintrust Financial Corp$18.3M0.02%251,347CommonSOLE
06417N103OZKBank OZK$17.9M0.02%445,063CommonSOLE
403949100DINOHF Sinclair Corp$17.8M0.02%399,963CommonSOLE
559663109MGYMagnolia Oil & Gas Corp$17.8M0.02%852,784CommonSOLE
69351T106PPLPPL Corp$17.8M0.02%672,693CommonSOLE
928377100VSTOEURVista Outdoor Inc$17.8M0.02%642,959CommonSOLE
44925C103ICFIICF International Inc$17.6M0.02%141,394CommonSOLE
573075108MRTNMarten Transport Ltd$17.6M0.02%817,578CommonSOLE
629209305NMIHNMI Holdings Inc$17.6M0.02%679,971CommonSOLE
204166102CVLTCommVault Systems Inc$17.5M0.02%240,803CommonSOLE
74319R101PRGPROG Holdings Inc$17.3M0.02%538,697CommonSOLE
L44385109GLOBGlobant S.A.$17.0M0.02%94,784CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$17.0M0.02%286,225CommonSOLE
898202106TRUPTrupanion Inc$17.0M0.02%864,050CommonSOLE
30034T103G2CEveri Holdings Inc$16.8M0.02%1,164,262CommonSOLE
292554102ECPGEncore Capital Group Inc$16.6M0.02%342,046CommonSOLE
29355A107ENPHEnphase Energy Inc$16.6M0.02%99,265CommonSOLE
82982L103SITESiteOne Landscape Supply Inc$16.3M0.01%97,118CommonSOLE
447011107HUNHuntsman Corp$16.2M0.01%599,254CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$16.1M0.01%202,455CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$15.8M0.01%83,185CommonSOLE
531229870Liberty Media Corp-Liberty Formula One$15.4M0.01%227,876CommonSOLE
053332102AZOAutoZone Inc$15.0M0.01%6,000CommonSOLE
F21107101CSTMConstellium SE$14.7M0.01%855,053CommonSOLE
G9460G101VALValaris Limited$14.7M0.01%233,571CommonSOLE
20717M1038QRConfluent Inc$14.7M0.01%415,979CommonSOLE
G0585R106AGOAssured Guaranty Ltd$14.6M0.01%260,982CommonSOLE
918090101UTZUtz Brands Inc$14.3M0.01%872,651CommonSOLE
938824109WAFDWashington Federal Inc$14.1M0.01%532,664CommonSOLE
714046109RVTYRevvity Inc$14.1M0.01%118,401CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$14.0M0.01%199,159CommonSOLE
294600101ETRNUSDEquitrans Midstream Corp$13.9M0.01%1,450,050CommonSOLE
12740C103CADECadence Bank$13.9M0.01%705,715CommonSOLE
74965L101RLJRLJ Lodging Trust$13.8M0.01%1,341,022CommonSOLE
22758A105CAPLCrossAmerica Partners LP$13.7M0.01%697,305CommonSOLE
92939U106WECWEC Energy Group Inc$13.7M0.01%155,248CommonSOLE
23804L103DDOGDatadog Inc$13.4M0.01%136,159CommonSOLE
529043101LXPUSDLXP Industrial Trust$13.3M0.01%1,359,398CommonSOLE
032095101APHAmphenol Corp$13.2M0.01%155,807CommonSOLE
08975P108CMRCBigCommerce Holdings Inc$13.2M0.01%1,329,465CommonSOLE
500643200KFYKorn Ferry$13.0M0.01%262,329CommonSOLE
007973100AEISAdvanced Energy Industries Inc$12.9M0.01%115,784CommonSOLE
753422104RPDRapid7 Inc$12.8M0.01%281,857CommonSOLE
743606105PBProsperity Bancshares Inc$12.6M0.01%223,223CommonSOLE
23204X103CTOSCustom Truck One Source Inc$12.6M0.01%1,863,562CommonSOLE
316773100FITBFifth Third Bancorp$12.5M0.01%476,194CommonSOLE
86745K104NOVAQSunnova Energy International Inc$12.2M0.01%667,151CommonSOLE
758075402RWTRedwood Trust Inc$12.0M0.01%1,877,675CommonSOLE
12653C108CNXCNX Resources Corp$11.9M0.01%671,008CommonSOLE
201723103CMCCommercial Metals Co$11.8M0.01%225,022CommonSOLE
05368V106AVNTAvient Corp$11.7M0.01%286,416CommonSOLE
950810101WSBCWesBanco Inc$11.6M0.01%454,292CommonSOLE
626717102MURMurphy Oil Corp$11.6M0.01%303,466CommonSOLE

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.