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Clearbridge Investments, LLC

Q4 2023 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2024-02-09 · accession 0001348883-24-000001

$116.23B
Reported value
744
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 744

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$5.51B4.74%14,647,422CommonSOLE
037833100AAPLApple Inc$3.23B2.78%16,780,310CommonSOLE
91324P102UNHUnitedHealth Group Inc$3.02B2.60%5,740,355CommonSOLE
023135106AMZNAmazon.com Inc$2.92B2.51%19,202,465CommonSOLE
92826C839VVisa Inc$2.54B2.19%9,765,539CommonSOLE
67066G104NVDANVIDIA Corp$2.27B1.95%4,581,382CommonSOLE
30303M102METAMeta Platforms Inc$2.08B1.79%5,871,507CommonSOLE
11135F101AVGOBroadcom Inc$1.63B1.40%1,456,233CommonSOLE
20030N101CMCSAComcast Corp$1.42B1.22%32,338,932CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.31B1.13%7,717,238CommonSOLE
64110L106NFLXNetflix Inc$1.30B1.12%2,667,596CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.18B1.02%2,228,730CommonSOLE
00724F101ADBEAdobe Inc$1.10B0.94%1,836,405CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$1.05B0.91%2,592,575CommonSOLE
907818108UNPUnion Pacific Corp$1.02B0.88%4,159,891CommonSOLE
G29183103ETNEaton Corp PLC$1.01B0.87%4,199,673CommonSOLE
458140100INTCIntel Corp$1.01B0.87%20,032,657CommonSOLE
478160104JNJJohnson & Johnson$985.1M0.85%6,285,184CommonSOLE
911312106UPSUnited Parcel Service Inc$985.1M0.85%6,265,058CommonSOLE
N07059210ASMLASML Holding NV$944.0M0.81%1,247,197CommonSOLE
697435105PANWPalo Alto Networks Inc$924.9M0.80%3,136,547CommonSOLE
816851109SRESempra$922.5M0.79%12,344,960CommonSOLE
75513E101RTXRTX Corp$902.4M0.78%10,725,324CommonSOLE
824348106SHWSherwin-Williams Co/The$866.9M0.75%2,779,294CommonSOLE
89417E109TRVTravelers Cos Inc/The$850.8M0.73%4,466,371CommonSOLE
79466L302CRMSalesforce Inc$821.0M0.71%3,120,127CommonSOLE
384802104GWWWW Grainger Inc$810.6M0.70%978,154CommonSOLE
03769M106APOApollo Global Management Inc$801.1M0.69%8,596,740CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$783.6M0.67%5,577,350CommonSOLE
58933Y105MRKMerck & Co Inc$777.8M0.67%7,134,389CommonSOLE
075887109BDXBecton Dickinson & Co$769.1M0.66%3,154,438CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$765.9M0.66%2,999,660CommonSOLE
443573100HUBSHubSpot Inc$754.4M0.65%1,299,398CommonSOLE
H01301128ALCAlcon Inc$749.2M0.64%9,590,401CommonSOLE
03027X100AMTAmerican Tower Corp$730.7M0.63%3,384,864CommonSOLE
78409V104SPGIS&P Global Inc$728.7M0.63%1,654,294CommonSOLE
052769106ADSKAutodesk Inc$718.0M0.62%2,949,098CommonSOLE
723787107PXDEURPioneer Natural Resources Co$712.8M0.61%3,169,786CommonSOLE
68389X105ORCLOracle Corp$698.9M0.60%6,629,432CommonSOLE
90353T100UBERUber Technologies Inc$693.5M0.60%11,264,070CommonSOLE
29250N105ENBEnbridge Inc$689.9M0.59%19,153,696CommonSOLE
969457100WMBWilliams Cos Inc/The$689.9M0.59%19,808,099CommonSOLE
863667101SYKStryker Corp$681.3M0.59%2,274,950CommonSOLE
437076102HDHome Depot Inc/The$672.4M0.58%1,940,208CommonSOLE
61174X109MNSTMonster Beverage Corp$669.6M0.58%11,622,228CommonSOLE
929160109VMCVulcan Materials Co$654.5M0.56%2,883,287CommonSOLE
46120E602ISRGIntuitive Surgical Inc$647.8M0.56%1,920,194CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$632.1M0.54%3,335,923CommonSOLE
G1151C101ACNAccenture PLC$627.4M0.54%1,787,823CommonSOLE
98138H101WDAYWorkday Inc$624.2M0.54%2,260,982CommonSOLE
00287Y109ABBVAbbVie Inc$611.0M0.53%3,942,619CommonSOLE
35671D857FCXFreeport-McMoRan Inc$606.8M0.52%14,253,912CommonSOLE
29444U700EQIXEquinix Inc$603.3M0.52%749,081CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$599.4M0.52%7,581,167CommonSOLE
98978V103ZTSZoetis Inc$568.3M0.49%2,879,461CommonSOLE
742718109PGProcter & Gamble Co/The$567.4M0.49%3,872,144CommonSOLE
532457108LLYEli Lilly & Co$566.0M0.49%970,963CommonSOLE
693506107PPGPPG Industries Inc$537.5M0.46%3,593,990CommonSOLE
654106103NKENIKE Inc$527.0M0.45%4,853,958CommonSOLE
94106L109WMWaste Management Inc$522.9M0.45%2,919,475CommonSOLE
872540109TJXTJX Cos Inc/The$514.6M0.44%5,485,277CommonSOLE
191216100KOCoca-Cola Co/The$514.4M0.44%8,728,170CommonSOLE
609207105MDLZMondelez International Inc$512.3M0.44%7,072,898CommonSOLE
461202103INTUIntuit Inc$498.9M0.43%798,257CommonSOLE
872590104TMUST-Mobile US Inc$492.9M0.42%3,074,138CommonSOLE
502431109LHXL3Harris Technologies Inc$474.6M0.41%2,253,350CommonSOLE
281020107EIXEdison International$470.1M0.40%6,576,061CommonSOLE
049468101TEAMAtlassian Corp Ltd$461.6M0.40%1,940,675CommonSOLE
81762P102NOWServiceNow Inc$456.7M0.39%646,403CommonSOLE
71377A103PFGCPerformance Food Group Co$448.4M0.39%6,484,836CommonSOLE
518439104ELEstee Lauder Cos Inc/The$442.1M0.38%3,022,816CommonSOLE
02079K305GOOGLAlphabet Inc$440.8M0.38%3,155,750CommonSOLE
09062X103BIIBBiogen Inc$434.6M0.37%1,679,302CommonSOLE
65339F101NEENextEra Energy Inc$405.0M0.35%6,668,180CommonSOLE
375558103GILDGilead Sciences Inc$398.7M0.34%4,921,661CommonSOLE
666807102NOCNorthrop Grumman Corp$392.6M0.34%838,613CommonSOLE
G51502105JCIJohnson Controls International plc$389.9M0.34%6,764,528CommonSOLE
14040H105COFCapital One Financial Corp$383.4M0.33%2,923,931CommonSOLE
87612E106TGTTarget Corp$382.1M0.33%2,683,228CommonSOLE
89531P105TREXTrex Co Inc$381.4M0.33%4,606,322CommonSOLE
G6095L109Aptiv PLC$375.4M0.32%4,184,053CommonSOLE
G4705A100ICLRICON PLC$374.0M0.32%1,321,120CommonSOLE
026874784AIGAmerican International Group Inc$366.5M0.32%5,409,015CommonSOLE
147528103CASYCasey's General Stores Inc$356.0M0.31%1,295,896CommonSOLE
70450Y103PYPLPayPal Holdings Inc$352.5M0.30%5,739,513CommonSOLE
29273V100ETEnergy Transfer LP$350.8M0.30%25,423,547CommonSOLE
159864107CRLCharles River Laboratories International Inc$347.0M0.30%1,468,059CommonSOLE
30231G102XOMExxon Mobil Corp$344.7M0.30%3,447,245CommonSOLE
053484101AVBAvalonBay Communities Inc$344.2M0.30%1,838,702CommonSOLE
293792107EPDEnterprise Products Partners LP$331.5M0.29%12,580,127CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$329.4M0.28%607CommonSOLE
833445109SNOWSnowflake Inc$325.9M0.28%1,637,639CommonSOLE
26884L109EQTEQT Corp$325.4M0.28%8,415,939CommonSOLE
803054204SAPSAP SE$320.8M0.28%2,074,939CommonSOLE
25243Q205DEODiageo PLC$320.0M0.28%2,197,157CommonSOLE
060505104BACBank of America Corp$318.3M0.27%9,454,677CommonSOLE
438516106HONHoneywell International Inc$309.0M0.27%1,473,294CommonSOLE
166764100CVXChevron Corp$307.6M0.26%2,062,202CommonSOLE
72352L106PINSPinterest Inc$296.4M0.26%8,003,201CommonSOLE
45866F104ICEIntercontinental Exchange Inc$289.5M0.25%2,253,760CommonSOLE
45784P101PODDInsulet Corp$288.1M0.25%1,327,851CommonSOLE
931142103WMTWalmart Inc$286.1M0.25%1,814,810CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$282.6M0.24%792,220CommonSOLE
009158106APDAir Products and Chemicals Inc$281.2M0.24%1,027,023CommonSOLE
88160R101TSLATesla Inc$275.6M0.24%1,109,213CommonSOLE
009066101ABNBAirbnb Inc$270.9M0.23%1,989,511CommonSOLE
59156R108METMetLife Inc$265.3M0.23%4,011,837CommonSOLE
74460D109PSAPUBLIC STORAGE$262.6M0.23%861,028CommonSOLE
75524B104RBCRBC Bearings Inc$262.3M0.23%920,723CommonSOLE
902973304USBUS Bancorp$258.6M0.22%5,974,323CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp$258.4M0.22%5,807,486CommonSOLE
20825C104COPConocoPhillips$255.9M0.22%2,204,771CommonSOLE
17275R102CSCOCisco Systems Inc$255.6M0.22%5,061,118CommonSOLE
609839105MPWRMonolithic Power Systems Inc$246.0M0.21%390,036CommonSOLE
713448108PEPPepsiCo Inc$244.9M0.21%1,442,118CommonSOLE
G25508105CRHCRH PLC$244.3M0.21%3,532,378CommonSOLE
743315103PGRProgressive Corp/The$244.2M0.21%1,533,138CommonSOLE
573874104MRVLMarvell Technology Inc$243.6M0.21%4,039,319CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$242.1M0.21%1,563,308CommonSOLE
046353108AZNNAstraZeneca PLC$242.0M0.21%3,592,447CommonSOLE
126650100CVSCVS Health Corp$240.5M0.21%3,046,216CommonSOLE
670100205NVONovo Nordisk A/S$239.4M0.21%2,314,261CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$238.2M0.20%4,707,480CommonSOLE
58733R102MELIMercadoLibre Inc$234.6M0.20%149,306CommonSOLE
808513105SCHWCharles Schwab Corp/The$226.3M0.19%3,289,476CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$225.2M0.19%3,377,616CommonSOLE
025816109AXPAmerican Express Co$223.9M0.19%1,195,120CommonSOLE
254687106DISWALT DISNEY COMPANY$223.2M0.19%2,472,182CommonSOLE
717081103PFEPfizer Inc$222.7M0.19%7,734,669CommonSOLE
682680103OKEOneok Inc$222.1M0.19%3,163,012CommonSOLE
405552100HLNHaleon PLC$218.8M0.19%26,581,902CommonSOLE
82509L107SHOPShopify Inc$217.1M0.19%2,787,112CommonSOLE
867224107SUSuncor Energy Inc$213.8M0.18%6,673,111CommonSOLE
977852102WOLF*Wolfspeed Inc$210.6M0.18%4,840,456CommonSOLE
29786A106ETSYEtsy Inc$210.1M0.18%2,592,022CommonSOLE
25659T107DLBDolby Laboratories Inc$208.5M0.18%2,418,794CommonSOLE
05722G100BKRBaker Hughes Co$205.0M0.18%5,996,400CommonSOLE
974155103WINGWingstop Inc$202.4M0.17%788,720CommonSOLE
70975L107PENPenumbra Inc$201.4M0.17%800,827CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$198.0M0.17%2,319,364CommonSOLE
57636Q104MAMasterCard Inc$194.5M0.17%455,919CommonSOLE
949746101WMT2Wells Fargo & Co$194.0M0.17%3,942,281CommonSOLE
053015103ADPAutomatic Data Processing Inc$194.0M0.17%832,606CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$188.9M0.16%2,350,003CommonSOLE
884903808TRI4EURThomson Reuters Corp$187.6M0.16%1,283,166CommonSOLE
02079K107GOOGAlphabet Inc$184.8M0.16%1,311,361CommonSOLE
891160509TDToronto-Dominion Bank/The$184.4M0.16%2,887,397CommonSOLE
55336V100MPLXMPLX LP$183.6M0.16%4,999,259CommonSOLE
222070203COTYCoty Inc$183.1M0.16%14,745,121CommonSOLE
G65431127NENoble Corporation PLC$182.7M0.16%3,794,439CommonSOLE
780087102RYRoyal Bank of Canada$181.1M0.16%1,791,165CommonSOLE
172908105CTASCintas Corp$180.4M0.16%299,378CommonSOLE
36262G101GXOGXO Logistics Inc$179.9M0.15%2,941,518CommonSOLE
86881A100SGRYSurgery Partners Inc$176.8M0.15%5,525,671CommonSOLE
37045V100GMGeneral Motors Co$172.3M0.15%4,796,672CommonSOLE
94106B101WCNWaste Connections Inc$172.2M0.15%1,153,882CommonSOLE
922280102VRNSVaronis Systems Inc$168.6M0.15%3,722,692CommonSOLE
12572Q105CMECME Group Inc$168.5M0.15%800,285CommonSOLE
04016X101ARGXArgenx SE$166.2M0.14%436,797CommonSOLE
26622P107DOCSDoximity Inc$166.1M0.14%5,922,010CommonSOLE
848637104SPLKCHFSplunk Inc$165.4M0.14%1,085,556CommonSOLE
512807108LRCXEURLam Research Corp$165.2M0.14%210,934CommonSOLE
92840M102VSTVistra Corp$163.5M0.14%4,244,963CommonSOLE
595112103MUMicron Technology Inc$163.1M0.14%1,911,070CommonSOLE
407497106HLNEHamilton Lane Inc$160.4M0.14%1,413,804CommonSOLE
58155Q103MCKMcKesson Corp$158.9M0.14%343,148CommonSOLE
49456B101KMIKinder Morgan Inc$158.8M0.14%9,004,991CommonSOLE
337738108FISVFiserv Inc$158.5M0.14%1,192,996CommonSOLE
855244109SBUXStarbucks Corp$158.1M0.14%1,646,580CommonSOLE
256163106DOCUDocuSign Inc$157.2M0.14%2,643,464CommonSOLE
42226A107HQYHealthEquity Inc$156.3M0.13%2,357,572CommonSOLE
85209W109SPTSprout Social Inc$155.6M0.13%2,532,339CommonSOLE
82452J109FOURShift4 Payments Inc$154.9M0.13%2,083,024CommonSOLE
620076307MSIMotorola Solutions Inc$154.3M0.13%492,811CommonSOLE
835699307SONYSony Group Corp$151.4M0.13%1,598,441CommonSOLE
278865100ECLEcolab Inc$147.7M0.13%744,883CommonSOLE
983793100XPOXPO Inc$146.7M0.13%1,674,612CommonSOLE
852234103XYZBlock Inc$146.6M0.13%1,895,227CommonSOLE
882508104TXNTexas Instruments Inc$145.5M0.13%853,788CommonSOLE
15872M104APY1EURChampionX Corp$144.4M0.12%4,943,831CommonSOLE
958669103WESWestern Midstream Partners LP$143.8M0.12%4,915,235CommonSOLE
30212P303EXPEExpedia Group Inc$143.0M0.12%942,033CommonSOLE
136375102CNICanadian National Railway Co$140.9M0.12%1,121,368CommonSOLE
M98068105WIXWix.com Ltd$140.7M0.12%1,143,794CommonSOLE
044186104ASHAshland Inc$139.7M0.12%1,656,654CommonSOLE
33829M101FIVEFive Below Inc$139.7M0.12%655,176CommonSOLE
82489W107SHLSShoals Technologies Group Inc$139.5M0.12%8,976,984CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$138.8M0.12%763,563CommonSOLE
758750103RRXRegal Rexnord Corp$137.3M0.12%927,358CommonSOLE
89151E109TTENTotalEnergies SE$135.3M0.12%2,008,188CommonSOLE
70435P102Paycor HCM Inc$134.5M0.12%6,228,404CommonSOLE
87612G101TRGPTarga Resources Corp$134.5M0.12%1,547,715CommonSOLE
72651A207PAGPPlains GP Holdings LP$132.9M0.11%8,331,987CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$132.3M0.11%2,411,243CommonSOLE
404030108HEESEURH&E Equipment Services Inc$132.0M0.11%2,522,898CommonSOLE
441593100HLIHoulihan Lokey Inc$131.2M0.11%1,094,417CommonSOLE
74340E103PGNYProgyny Inc$129.8M0.11%3,492,360CommonSOLE
184496107CLHClean Harbors Inc$129.2M0.11%740,597CommonSOLE
217204106CPRTCopart Inc$126.0M0.11%2,571,410CommonSOLE
16119P108CHTRCharter Communications Inc$123.2M0.11%317,063CommonSOLE
122017106BURLBurlington Stores Inc$122.7M0.11%631,148CommonSOLE
92338C103VLTOVeralto Corp$122.3M0.11%1,486,603CommonSOLE
86614U1007SUSummit Materials Inc$122.2M0.11%3,177,677CommonSOLE
68902V107OTISOtis Worldwide Corp$121.7M0.10%1,359,683CommonSOLE
21036P108STZConstellation Brands Inc$120.3M0.10%497,756CommonSOLE
48251W104KKRKKR & Co Inc$120.2M0.10%1,451,150CommonSOLE
349553107FTSFortis Inc/Canada$119.0M0.10%2,894,301CommonSOLE
00130H105AESAES Corp/The$118.6M0.10%6,158,622CommonSOLE
538034109LYVLive Nation Entertainment Inc$118.1M0.10%1,261,978CommonSOLE
683715106OTEXOpen Text Corp$117.6M0.10%2,799,306CommonSOLE
036752103ELVElevance Health Inc$116.6M0.10%247,313CommonSOLE
452308109ITWIllinois Tool Works Inc$115.9M0.10%442,608CommonSOLE
573284106MLMMartin Marietta Materials Inc$115.4M0.10%231,220CommonSOLE
00187Y100APGAPI Group Corp$115.1M0.10%3,327,121CommonSOLE
064149107BNSBank of Nova Scotia/The$114.4M0.10%2,389,790CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$114.0M0.10%2,383,492CommonSOLE
87256C101TKOTKO Group Holdings Inc$114.0M0.10%1,396,857CommonSOLE
552848103MTGMGIC Investment Corp$113.2M0.10%5,868,480CommonSOLE
92537N108VRTVertiv Holdings Co$112.4M0.10%2,339,537CommonSOLE
92939U106WECWEC Energy Group Inc$112.2M0.10%1,332,587CommonSOLE
228368106CCKCrown Holdings Inc$111.9M0.10%1,214,618CommonSOLE
626755102MUSAMurphy USA Inc$111.4M0.10%312,402CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$111.2M0.10%1,553,135CommonSOLE
69343T107PJTPJT Partners Inc$109.9M0.09%1,079,129CommonSOLE
29109X106AZPN1USDAspen Technology Inc$109.6M0.09%497,888CommonSOLE
87971M103TUTELUS Corp$109.3M0.09%6,145,435CommonSOLE
457985208IARTIntegra LifeSciences Holdings Corp$107.8M0.09%2,474,249CommonSOLE
29260Y1090C3Endeavor Group Holdings Inc$107.4M0.09%4,527,575CommonSOLE
879360105TDYTeledyne Technologies Inc$107.2M0.09%240,243CommonSOLE
518415104LSCCLattice Semiconductor Corp$107.2M0.09%1,553,172CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$105.8M0.09%3,495,933CommonSOLE
05605H100BWXTBWX Technologies Inc$104.2M0.09%1,357,980CommonSOLE
576485205MTDRMatador Resources Co$103.5M0.09%1,820,404CommonSOLE
653656108NICENice Ltd$103.3M0.09%517,648CommonSOLE
726503105PAAPlains All American Pipeline LP$101.6M0.09%6,704,150CommonSOLE
G3223R108EGEverest Group Ltd$100.8M0.09%285,027CommonSOLE
49338L103KEYSKeysight Technologies Inc$100.6M0.09%632,313CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$99.9M0.09%1,582,766CommonSOLE
42809H107HESHess Corp$99.5M0.09%690,526CommonSOLE
19247A100CNSCohen & Steers Inc$97.7M0.08%1,289,928CommonSOLE
21037T109CEGConstellation Energy Corp$95.4M0.08%816,044CommonSOLE
063671101BMOBank of Montreal$95.3M0.08%974,526CommonSOLE
69553P100PDPagerDuty Inc$94.9M0.08%4,100,271CommonSOLE
244199105DEDeere & Co$94.8M0.08%237,133CommonSOLE
291011104EMREmerson Electric Co$94.3M0.08%968,561CommonSOLE
127203107WHDCactus Inc$93.8M0.08%2,066,000CommonSOLE
46269C102IRDMIridium Communications Inc$93.3M0.08%2,266,706CommonSOLE
165167735EXEChesapeake Energy Corp$93.0M0.08%1,208,212CommonSOLE
575385109DOORUSDMasonite International Corp$92.2M0.08%1,089,064CommonSOLE
22160K105COSTCostco Wholesale Corp$92.1M0.08%139,470CommonSOLE
21871X109CRBGCorebridge Financial Inc$92.0M0.08%4,248,529CommonSOLE
63845R107EYENational Vision Holdings Inc$90.6M0.08%4,329,234CommonSOLE
03676B102AMAntero Midstream Corp$90.2M0.08%7,198,393CommonSOLE
11271J107BNBrookfield Corp$89.2M0.08%2,222,170CommonSOLE
09260D107BXBlackstone Inc$89.1M0.08%680,574CommonSOLE
778296103ROSTRoss Stores Inc$88.1M0.08%636,292CommonSOLE
60937P106MDBMongoDB Inc$87.1M0.07%212,983CommonSOLE
958102105WDCWestern Digital Corp$86.8M0.07%1,657,815CommonSOLE
233331107DTEDTE Energy Co$86.2M0.07%781,647CommonSOLE
12532H104GIBCGI Inc$85.9M0.07%801,314CommonSOLE
05534B760BCEBCE Inc$85.8M0.07%2,179,785CommonSOLE
277432100EMNEastman Chemical Co$85.2M0.07%948,659CommonSOLE
74340W103PLDProLogis Inc$84.8M0.07%636,496CommonSOLE
69351T106PPLPPL Corp$84.8M0.07%3,128,744CommonSOLE
759530108RELXRELX PLC$84.0M0.07%2,117,567CommonSOLE
428103105HESMHess Midstream LP$83.0M0.07%2,623,885CommonSOLE
35138V102FOXFFox Factory Holding Corp$82.6M0.07%1,223,519CommonSOLE
09073M104TECHBio-Techne Corp$82.4M0.07%1,068,150CommonSOLE
34959E109FTNTFortinet Inc$81.1M0.07%1,385,125CommonSOLE
194162103CLColgate-Palmolive Co$81.0M0.07%1,016,193CommonSOLE
268150109DTDynatrace Inc$80.8M0.07%1,477,041CommonSOLE
040413106ANETEURArista Networks Inc$80.4M0.07%341,212CommonSOLE
39874R101GOGrocery Outlet Holding Corp$79.3M0.07%2,940,288CommonSOLE
057665200BCPCBalchem Corp$77.6M0.07%521,590CommonSOLE
78410G104SBACSBA Communications Corp$77.0M0.07%303,627CommonSOLE
03938L203MTArcelorMittal SA$76.8M0.07%2,704,891CommonSOLE
235851102DHRDanaher Corp$76.7M0.07%331,599CommonSOLE
880345103TNCTennant Co$75.2M0.06%811,401CommonSOLE
093712107BEBloom Energy Corp$74.9M0.06%5,061,082CommonSOLE
87807B107TRPTC Energy Corp$73.5M0.06%1,881,293CommonSOLE
607525102MODNEURModel N Inc$73.2M0.06%2,718,760CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$73.0M0.06%189,162CommonSOLE
45167R104IEXIDEX Corp$72.9M0.06%335,588CommonSOLE
15687V109CERTCertara Inc$72.8M0.06%4,140,349CommonSOLE
03064D108COLDAmericold Realty Trust Inc$72.7M0.06%2,402,879CommonSOLE
00123Q104AGNCAGNC Investment Corp$72.4M0.06%7,380,614CommonSOLE
548661107LOWLowe's Cos Inc$72.2M0.06%324,262CommonSOLE
00217Y104ATSATS Corp$70.7M0.06%1,618,425CommonSOLE
74758T303QLYSQualys Inc$70.3M0.06%357,961CommonSOLE
09581B103OWLBlue Owl Capital Inc$68.7M0.06%4,607,604CommonSOLE
124765108CAECAE Inc$68.4M0.06%3,168,978CommonSOLE
892672106TWTradeweb Markets Inc$68.4M0.06%752,443CommonSOLE
02665T306AMHAmerican Homes 4 Rent$66.7M0.06%1,854,995CommonSOLE
094235108BLMNBloomin' Brands Inc$66.2M0.06%2,350,059CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$65.4M0.06%2,076,718CommonSOLE
05352A100AVTRAvantor Inc$65.4M0.06%2,863,981CommonSOLE
70438V106PCTYPaylocity Holding Corp$63.0M0.05%381,952CommonSOLE
617446448MSMorgan Stanley$62.9M0.05%674,055CommonSOLE
62886E108VYXNCR Voyix Corp$62.1M0.05%3,672,463CommonSOLE
114340102AZTAAzenta Inc$61.8M0.05%948,216CommonSOLE
49845K101KVYOKlaviyo Inc$60.4M0.05%2,174,097CommonSOLE
29404K106ENVUSDEnvestnet Inc$59.6M0.05%1,203,280CommonSOLE
012348108AINAlbany International Corp$58.7M0.05%598,038CommonSOLE
12504L109CBRECBRE Group Inc$57.9M0.05%621,477CommonSOLE
227046109CROXCrocs Inc$57.8M0.05%618,400CommonSOLE
G0450A105ACGLArch Capital Group Ltd$57.7M0.05%776,488CommonSOLE
09857L108BKNGBooking Holdings Inc$57.0M0.05%16,056CommonSOLE
N20944109CNHCNH Industrial NV$56.9M0.05%4,673,103CommonSOLE
320517105FHNFirst Horizon Corp$56.9M0.05%4,016,853CommonSOLE
579780206MKCMcCormick & Co Inc/MD$56.5M0.05%826,433CommonSOLE
68268W103OMFOneMain Holdings Inc$56.4M0.05%1,146,983CommonSOLE
136385101CNQCanadian Natural Resources Ltd$56.0M0.05%855,000CommonSOLE
08265T208BSYBentley Systems Inc$55.6M0.05%1,066,276CommonSOLE
047649108ATKRAtkore Inc$55.5M0.05%346,866CommonSOLE
553530106MSMMSC Industrial Direct Co Inc$55.1M0.05%544,540CommonSOLE
81730H109SSentinelOne Inc$55.1M0.05%2,007,657CommonSOLE
16411Q101CQPCheniere Energy Partners LP$55.1M0.05%1,106,418CommonSOLE
298736109EEFTEuronet Worldwide Inc$55.1M0.05%542,492CommonSOLE
760125104RTORentokil Initial PLC$54.5M0.05%1,905,953CommonSOLE
934423104WBDWarner Bros Discovery Inc$54.4M0.05%4,779,977CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$53.7M0.05%423,415CommonSOLE
09075V102BNTXBioNTech SE$53.5M0.05%506,692CommonSOLE
30161N101EXCExelon Corp$53.5M0.05%1,489,536CommonSOLE
G8994E103TTTrane Technologies PLC$53.4M0.05%218,742CommonSOLE
67000B104NOVTNovanta Inc$52.2M0.04%310,032CommonSOLE
09247X101BLKCHFBlackRock Inc$51.9M0.04%63,875CommonSOLE
L44385109GLOBGlobant S.A.$50.8M0.04%213,353CommonSOLE
671044105OSISOSI Systems Inc$50.4M0.04%390,734CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$50.3M0.04%3,494,608CommonSOLE
G6700G107NVTnVent Electric PLC$50.3M0.04%850,861CommonSOLE
03743Q108APAAPA Corp$49.9M0.04%1,391,935CommonSOLE
83200N103SMARGBPSmartsheet Inc$49.3M0.04%1,030,834CommonSOLE
57667L107MTCHMatch Group Inc$48.3M0.04%1,322,045CommonSOLE
G5960L103MDTMedtronic PLC$47.8M0.04%579,890CommonSOLE
55261F104MTBM&T Bank Corp$47.3M0.04%344,993CommonSOLE
G8060N102STSensata Technologies Holdings PLC$46.8M0.04%1,244,391CommonSOLE
577933104MMSMAXIMUS Inc$46.7M0.04%557,357CommonSOLE
56501R106MFCManulife Financial Corp$46.6M0.04%2,109,886CommonSOLE
030420103AWKAmerican Water Works Co Inc$46.5M0.04%352,583CommonSOLE
358054104FRSHFreshworks Inc$45.9M0.04%1,953,453CommonSOLE
22160N109CSGPCoStar Group Inc$45.5M0.04%521,039CommonSOLE
969904101WSMWilliams-Sonoma Inc$45.5M0.04%225,407CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$44.9M0.04%340,802CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$44.8M0.04%930,191CommonSOLE
76118Y104REZIResideo Technologies Inc$44.6M0.04%2,372,095CommonSOLE
68213N109OMCLOmnicell Inc$44.6M0.04%1,185,967CommonSOLE
615394202MOG/AMoog Inc$44.4M0.04%306,884CommonSOLE
361448103GATXGATX Corp$44.4M0.04%369,331CommonSOLE
349853101FWRDUSDForward Air Corp$42.5M0.04%676,018CommonSOLE
780287108RGLDRoyal Gold Inc$42.3M0.04%349,688CommonSOLE
431636109HLMNHillman Solutions Corp$42.3M0.04%4,588,847CommonSOLE
023608102AEEAmeren Corp$42.2M0.04%583,731CommonSOLE
682189105ONON Semiconductor Corp$41.8M0.04%500,121CommonSOLE
T9224W109STVNStevanato Group S.p.A.$41.7M0.04%1,528,644CommonSOLE
40415F101HDBHDFC Bank Ltd$41.0M0.04%610,751CommonSOLE
871607107SNPSSynopsys Inc$40.8M0.04%79,213CommonSOLE
28618M106ESIElement Solutions Inc$40.8M0.04%1,762,392CommonSOLE
866674104SUISun Communities Inc$40.7M0.03%304,180CommonSOLE
67058H102NSUSDNuStar Energy LP$40.2M0.03%2,149,680CommonSOLE
22052L104CTVACorteva Inc$40.0M0.03%835,643CommonSOLE
680665205OLNOlin Corp$40.0M0.03%742,021CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$39.7M0.03%703,625CommonSOLE
40131M109GHGuardant Health Inc$39.7M0.03%1,466,362CommonSOLE
98139A105WKWorkiva Inc$38.9M0.03%383,061CommonSOLE
536797103LADLithia Motors Inc$38.7M0.03%117,606CommonSOLE
695127100PCRXPacira BioSciences Inc$38.7M0.03%1,145,687CommonSOLE
33767E202FSVFirstService Corp$38.3M0.03%236,401CommonSOLE
011659109ALKAlaska Air Group Inc$38.3M0.03%979,511CommonSOLE
98423F109XMTRXometry Inc$37.8M0.03%1,052,692CommonSOLE
371927104GELGenesis Energy LP$37.8M0.03%3,261,226CommonSOLE
47074L105JAMFJamf Holding Corp$37.2M0.03%2,060,048CommonSOLE
421298100HAYWHayward Holdings Inc$36.9M0.03%2,714,364CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$36.8M0.03%437,393CommonSOLE
058498106BALLBall Corp$36.6M0.03%635,954CommonSOLE
580589109MGRCMcGrath RentCorp$36.4M0.03%304,419CommonSOLE
63947X101NCNOnCino Inc$36.1M0.03%1,072,724CommonSOLE
29452E101EQHEquitable Holdings Inc$36.0M0.03%1,081,001CommonSOLE
30225T102EXRExtra Space Storage Inc$35.7M0.03%222,920CommonSOLE
74275K108PCORProcore Technologies Inc$35.6M0.03%514,096CommonSOLE
216648402Cooper Cos Inc/The$35.4M0.03%93,575CommonSOLE
487836108KKellanova$35.4M0.03%632,666CommonSOLE
925550105VIAVViavi Solutions Inc$35.4M0.03%3,512,235CommonSOLE
339750101FNDFloor & Decor Holdings Inc$35.1M0.03%314,858CommonSOLE
747525103QCOMQUALCOMM Inc$34.6M0.03%239,371CommonSOLE
464287671IUSGiShares Core S&P U.S. Growth ETF$34.5M0.03%331,180CommonSOLE
83001A102SIXEURSix Flags Entertainment Corp$34.4M0.03%1,371,979CommonSOLE
15135U109CVECENOVUS ENERGY INC$34.4M0.03%2,065,120CommonSOLE
989207105ZBRAZebra Technologies Corp$34.1M0.03%124,609CommonSOLE
219798105QDELQuidelOrtho Corp$34.0M0.03%461,717CommonSOLE
34379V103FLNCFluence Energy Inc$34.0M0.03%1,424,170CommonSOLE
962879102WPMWheaton Precious Metals Corp$33.9M0.03%686,233CommonSOLE
592688105MTDMettler-Toledo International Inc$33.7M0.03%27,748CommonSOLE
H1467J104CBChubb Ltd$33.5M0.03%148,251CommonSOLE
48576A100Karuna Therapeutics Inc$33.5M0.03%105,780CommonSOLE
516544103LNTHLantheus Holdings Inc$33.4M0.03%538,782CommonSOLE
29978A104EVBGEUREverbridge Inc$33.2M0.03%1,366,776CommonSOLE
806857108SLBSchlumberger NV$33.2M0.03%638,472CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$33.1M0.03%69,694CommonSOLE
63001N106NATLNCR Atleos Corp$32.8M0.03%1,349,680CommonSOLE
34354P105FLSFlowserve Corp$32.7M0.03%792,965CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$32.5M0.03%1,023,381CommonSOLE
67077M108NTRNutrien Ltd$32.4M0.03%576,041CommonSOLE
11284V105Brookfield Renewable Corp$32.1M0.03%1,116,016CommonSOLE
038222105AMATApplied Materials Inc$32.1M0.03%197,905CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$32.0M0.03%227,224CommonSOLE
879369106TFXTeleflex Inc$31.7M0.03%127,317CommonSOLE
253868103DLRDigital Realty Trust Inc$31.7M0.03%235,669CommonSOLE
517834107LVSLas Vegas Sands Corp$31.0M0.03%629,182CommonSOLE
G8232Y101SMART Global Holdings Inc$30.5M0.03%1,612,785CommonSOLE
G8473T100STESTERIS PLC$30.4M0.03%138,144CommonSOLE
683344105ONTOOnto Innovation Inc$30.1M0.03%197,037CommonSOLE
30040W108ESEversource Energy$29.9M0.03%484,743CommonSOLE
23804L103DDOGDatadog Inc$29.9M0.03%246,203CommonSOLE
18467V109YOUClear Secure Inc$29.8M0.03%1,441,107CommonSOLE
031162100AMGNAmgen Inc$29.7M0.03%103,117CommonSOLE
86765K109SUNSunoco LP$29.5M0.03%492,331CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$28.9M0.02%759,293CommonSOLE
88339J105TTDTrade Desk Inc/The$28.8M0.02%400,794CommonSOLE
642045108AESIAtlas Energy Solutions Inc$28.7M0.02%1,668,486CommonSOLE
530307305LBRDKLiberty Broadband Corp$28.5M0.02%353,321CommonSOLE
194693107CIGIColliers International Group Inc$28.4M0.02%224,638CommonSOLE
668771108GENGen Digital Inc$27.7M0.02%1,212,122CommonSOLE
26701L100BROSDutch Bros Inc$27.4M0.02%863,657CommonSOLE
44267T102HHHHoward Hughes Holdings Inc$27.3M0.02%318,814CommonSOLE
29362U104ENTGEntegris Inc$27.1M0.02%226,368CommonSOLE
539830109LMTLockheed Martin Corp$27.1M0.02%59,743CommonSOLE
M7518J104ODDOddity Tech Ltd.$27.1M0.02%581,468CommonSOLE
754730109RJFRaymond James Financial Inc$27.0M0.02%242,225CommonSOLE
817565104SCIService Corp International/US$27.0M0.02%394,207CommonSOLE
898202106TRUPTrupanion Inc$26.3M0.02%863,205CommonSOLE
878742204TECKTeck Resources Ltd$26.3M0.02%621,270CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$26.1M0.02%270,843CommonSOLE
98956A105ZETAZeta Global Holdings Corp$26.0M0.02%2,952,677CommonSOLE
156504300CCSCentury Communities Inc$25.9M0.02%284,580CommonSOLE
37637K108GTLBGitlab Inc$25.7M0.02%407,984CommonSOLE
002824100ABTAbbott Laboratories$25.5M0.02%231,552CommonSOLE
06417N103OZKBank OZK$25.4M0.02%509,581CommonSOLE
85472N109STNStantec Inc$24.6M0.02%306,187CommonSOLE
436440101HO1Hologic Inc$24.5M0.02%342,590CommonSOLE
826919102SLABSilicon Laboratories Inc$24.3M0.02%183,760CommonSOLE
97650W108WTFCWintrust Financial Corp$24.0M0.02%258,610CommonSOLE
629209305NMIHNMI Holdings Inc$23.9M0.02%804,527CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$23.8M0.02%482,072CommonSOLE
45168D104IDXXIdexx Laboratories Inc$23.8M0.02%42,842CommonSOLE
131193104CALYTopgolf Callaway Brands Corp$23.7M0.02%1,655,471CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$23.3M0.02%330,109CommonSOLE
04010L103ARCCAres Capital Corp$23.3M0.02%1,162,008CommonSOLE
512816109LAMRLamar Advertising Co$23.2M0.02%218,138CommonSOLE
09227Q100BLKBBlackbaud, Inc.$23.0M0.02%265,396CommonSOLE
686688102ORAOrmat Technologies Inc$23.0M0.02%303,281CommonSOLE
98887Q104ZLABZai Lab Ltd$22.5M0.02%823,400CommonSOLE
24477E103DHDefinitive Healthcare Corp$22.4M0.02%2,257,850CommonSOLE
436893200HOMBHome Bancshares Inc/AR$22.4M0.02%885,265CommonSOLE
65487K100LASRnLight Inc$22.2M0.02%1,644,789CommonSOLE
025676206AELUSDAmerican Equity Investment Life Holding Co$21.8M0.02%390,697CommonSOLE
82489T104SWAVUSDShockwave Medical Inc$21.5M0.02%112,659CommonSOLE
316773100FITBFifth Third Bancorp$21.4M0.02%619,257CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$21.2M0.02%70,018CommonSOLE
781846209RUSHARush Enterprises Inc$21.0M0.02%418,156CommonSOLE
20717M1038QRConfluent Inc$20.8M0.02%888,502CommonSOLE
22002T108CDPCOPT Defense Properties$20.2M0.02%788,248CommonSOLE
465741106ITRIItron Inc$20.0M0.02%264,909CommonSOLE
453836108INDBIndependent Bank Corp$20.0M0.02%303,905CommonSOLE
82982L103SITESiteOne Landscape Supply Inc$19.9M0.02%122,523CommonSOLE
58506Q109MEDPMedpace Holdings Inc$19.8M0.02%64,713CommonSOLE
032095101APHAmphenol Corp$19.7M0.02%198,543CommonSOLE
880779103TEXTerex Corp$19.7M0.02%342,245CommonSOLE
938824109WAFDWaFd Inc$19.6M0.02%593,230CommonSOLE
229050307CYRXCryoPort Inc$19.4M0.02%1,255,111CommonSOLE
559663109MGYMagnolia Oil & Gas Corp$19.3M0.02%908,652CommonSOLE
53814L108LTHM1EURLivent Corp$19.0M0.02%1,056,490CommonSOLE
G0585R106AGOAssured Guaranty Ltd$18.9M0.02%252,270CommonSOLE
101121101BXPBoston Properties Inc$18.8M0.02%268,321CommonSOLE
128246105CVGWCalavo Growers Inc$18.7M0.02%636,303CommonSOLE
398905109GPIGroup 1 Automotive Inc$18.7M0.02%61,214CommonSOLE
G1110E107BHVNBiohaven, Ltd.$18.5M0.02%432,064CommonSOLE
736508847PORPortland General Electric Co$18.4M0.02%424,796CommonSOLE
204166102CVLTCommVault Systems Inc$18.4M0.02%229,895CommonSOLE
26969P108EXPEagle Materials Inc$18.3M0.02%90,160CommonSOLE
49803T300KRGKite Realty Group Trust$18.2M0.02%796,042CommonSOLE
403949100DINOHF Sinclair Corp$17.6M0.02%316,458CommonSOLE
24664T103DKLDelek Logistics Partners LP$17.5M0.02%405,718CommonSOLE
G87264100TGLSTecnoglass Inc.$17.4M0.01%380,963CommonSOLE
74164F103PRIMPrimoris Services Corp$17.3M0.01%519,978CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$17.1M0.01%279,917CommonSOLE
737630103PCHPotlatchDeltic Corp$17.1M0.01%347,592CommonSOLE
83417M104SEDGSolarEdge Technologies Inc$17.0M0.01%182,115CommonSOLE
292554102ECPGEncore Capital Group Inc$17.0M0.01%335,162CommonSOLE
719405102PLABPhotronics Inc$16.8M0.01%536,199CommonSOLE
44925C103ICFIICF International Inc$16.7M0.01%124,311CommonSOLE
30034T103G2CEveri Holdings Inc$16.6M0.01%1,471,387CommonSOLE
29275Y102ENSEnerSys$16.4M0.01%162,317CommonSOLE
47103N106JBIJanus International Group Inc$16.0M0.01%1,226,249CommonSOLE
053332102AZOAutoZone Inc$16.0M0.01%6,179CommonSOLE
03750L109AIRCUSDApartment Income REIT Corp$15.9M0.01%458,399CommonSOLE
F21107101CSTMConstellium SE$15.8M0.01%793,356CommonSOLE
23345M107DTMDT Midstream Inc$15.7M0.01%286,200CommonSOLE
G9460G101VALValaris Limited$15.6M0.01%226,897CommonSOLE
74965L101RLJRLJ Lodging Trust$15.4M0.01%1,316,177CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$15.4M0.01%198,058CommonSOLE

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.