MondegarAI
Clearbridge Investments, LLC

Q2 2024 · 13F-HR/A

Clearbridge Investments, LLCholdings as filed

Filed 2024-08-27 · accession 0001348883-24-000015

$123.12B
Reported value
734
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 734

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$5.85B4.75%13,095,335CommonSOLE
67066G104NVDANVIDIA Corp$4.77B3.87%38,584,018CommonSOLE
023135106AMZNAmazon.com Inc$3.80B3.08%19,653,717CommonSOLE
037833100AAPLApple Inc$3.31B2.69%15,725,503CommonSOLE
30303M102METAMeta Platforms Inc$2.96B2.41%5,875,761CommonSOLE
92826C839VVisa Inc$2.54B2.07%9,692,309CommonSOLE
91324P102UNHUnitedHealth Group Inc$2.52B2.04%4,941,432CommonSOLE
11135F101AVGOBroadcom Inc$1.82B1.48%1,132,922CommonSOLE
64110L106NFLXNetflix Inc$1.52B1.23%2,252,018CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.51B1.23%7,458,056CommonSOLE
02079K305GOOGLAlphabet Inc$1.26B1.03%6,939,456CommonSOLE
N07059210ASMLASML Holding NV$1.23B1.00%1,200,515CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.16B0.94%2,098,082CommonSOLE
00724F101ADBEAdobe Inc$1.10B0.89%1,974,734CommonSOLE
G29183103ETNEaton Corp PLC$1.07B0.87%3,403,268CommonSOLE
20030N101CMCSAComcast Corp$1.04B0.84%26,475,083CommonSOLE
75513E101RTXRTX Corp$1.03B0.84%10,263,095CommonSOLE
532457108LLYEli Lilly & Co$1.02B0.83%1,131,967CommonSOLE
816851109SRESempra$1.02B0.83%13,452,912CommonSOLE
68389X105ORCLOracle Corp$989.5M0.80%7,007,978CommonSOLE
907818108UNPUnion Pacific Corp$985.2M0.80%4,354,243CommonSOLE
384802104GWWWW Grainger Inc$982.8M0.80%1,089,334CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$980.0M0.80%2,090,704CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$961.0M0.78%2,507,921CommonSOLE
697435105PANWPalo Alto Networks Inc$903.9M0.73%2,666,149CommonSOLE
90353T100UBERUber Technologies Inc$890.0M0.72%12,244,856CommonSOLE
30231G102XOMExxon Mobil Corp$882.8M0.72%7,668,483CommonSOLE
79466L302CRMSalesforce Inc$881.6M0.72%3,428,934CommonSOLE
46120E602ISRGIntuitive Surgical Inc$881.4M0.72%1,981,297CommonSOLE
478160104JNJJohnson & Johnson$879.7M0.71%6,019,024CommonSOLE
G54950103LINLinde PLC$874.9M0.71%1,993,820CommonSOLE
89417E109TRVTravelers Cos Inc/The$867.7M0.70%4,267,394CommonSOLE
58933Y105MRKMerck & Co Inc$852.6M0.69%6,886,549CommonSOLE
G1151C101ACNAccenture PLC$822.2M0.67%2,709,989CommonSOLE
969457100WMBWilliams Cos Inc/The$821.5M0.67%19,329,666CommonSOLE
824348106SHWSherwin-Williams Co/The$810.4M0.66%2,715,531CommonSOLE
H01301128ALCAlcon Inc$805.7M0.65%9,044,602CommonSOLE
863667101SYKStryker Corp$790.6M0.64%2,323,452CommonSOLE
03769M106APOApollo Global Management Inc$770.9M0.63%6,529,589CommonSOLE
03027X100AMTAmerican Tower Corp$720.2M0.58%3,705,145CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$718.4M0.58%3,409,110CommonSOLE
443573100HUBSHubSpot Inc$710.1M0.58%1,203,954CommonSOLE
075887109BDXBecton Dickinson & Co$697.5M0.57%2,984,524CommonSOLE
35671D857FCXFreeport-McMoRan Inc$684.5M0.56%14,083,952CommonSOLE
052769106ADSKAutodesk Inc$683.5M0.56%2,762,156CommonSOLE
29444U700EQIXEquinix Inc$682.8M0.55%902,493CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$675.4M0.55%4,490,024CommonSOLE
29250N105ENBEnbridge Inc$669.4M0.54%18,808,954CommonSOLE
872540109TJXTJX Cos Inc/The$662.0M0.54%6,012,310CommonSOLE
00287Y109ABBVAbbVie Inc$660.0M0.54%3,847,664CommonSOLE
78409V104SPGIS&P Global Inc$651.7M0.53%1,461,169CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$646.8M0.53%3,721,489CommonSOLE
060505104BACBank of America Corp$646.7M0.53%16,260,822CommonSOLE
929160109VMCVulcan Materials Co$644.8M0.52%2,593,090CommonSOLE
872590104TMUST-Mobile US Inc$640.3M0.52%3,634,100CommonSOLE
461202103INTUIntuit Inc$633.8M0.51%964,328CommonSOLE
742718109PGProcter & Gamble Co/The$624.7M0.51%3,788,079CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$617.7M0.50%7,845,880CommonSOLE
94106L109WMWaste Management Inc$590.2M0.48%2,766,495CommonSOLE
437076102HDHome Depot Inc/The$589.4M0.48%1,712,275CommonSOLE
61174X109MNSTMonster Beverage Corp$580.0M0.47%11,612,166CommonSOLE
191216100KOCoca-Cola Co/The$569.5M0.46%8,947,132CommonSOLE
98138H101WDAYWorkday Inc$546.5M0.44%2,444,520CommonSOLE
81762P102NOWServiceNow Inc$533.3M0.43%677,942CommonSOLE
98978V103ZTSZoetis Inc$527.8M0.43%3,044,384CommonSOLE
14040H105COFCapital One Financial Corp$507.2M0.41%3,663,439CommonSOLE
009158106APDAir Products and Chemicals Inc$499.7M0.41%1,936,582CommonSOLE
70450Y103PYPLPayPal Holdings Inc$493.9M0.40%8,511,242CommonSOLE
502431109LHXL3Harris Technologies Inc$493.2M0.40%2,196,156CommonSOLE
G4705A100ICLRICON PLC$472.9M0.38%1,508,463CommonSOLE
87612E106TGTTarget Corp$468.0M0.38%3,161,372CommonSOLE
65339F101NEENextEra Energy Inc$452.1M0.37%6,384,793CommonSOLE
911312106UPSUnited Parcel Service Inc$446.5M0.36%3,262,718CommonSOLE
45866F104ICEIntercontinental Exchange Inc$413.3M0.34%3,019,195CommonSOLE
693506107PPGPPG Industries Inc$410.9M0.33%3,263,625CommonSOLE
20825C104COPConocoPhillips$405.7M0.33%3,546,526CommonSOLE
254687106DISWALT DISNEY COMPANY$400.6M0.33%4,034,429CommonSOLE
458140100INTCIntel Corp$396.0M0.32%12,785,105CommonSOLE
026874784AIGAmerican International Group Inc$395.2M0.32%5,322,738CommonSOLE
147528103CASYCasey's General Stores Inc$394.4M0.32%1,033,631CommonSOLE
71377A103PFGCPerformance Food Group Co$393.5M0.32%5,951,944CommonSOLE
803054204SAPSAP SE$385.2M0.31%1,909,543CommonSOLE
053484101AVBAvalonBay Communities Inc$380.9M0.31%1,841,090CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$365.5M0.30%597CommonSOLE
049468101TEAMAtlassian Corp Ltd$363.8M0.30%2,056,544CommonSOLE
931142103WMTWalmart Inc$363.0M0.29%5,361,767CommonSOLE
573874104MRVLMarvell Technology Inc$362.8M0.29%5,189,682CommonSOLE
666807102NOCNorthrop Grumman Corp$362.3M0.29%831,000CommonSOLE
281020107EIXEdison International$360.2M0.29%5,015,988CommonSOLE
72352L106PINSPinterest Inc$352.9M0.29%8,007,179CommonSOLE
405552100HLNHaleon PLC$344.9M0.28%41,753,987CommonSOLE
09062X103BIIBBiogen Inc$340.5M0.28%1,468,822CommonSOLE
26884L109EQTEQT Corp$336.0M0.27%9,084,686CommonSOLE
375558103GILDGilead Sciences Inc$328.0M0.27%4,781,031CommonSOLE
518439104ELEstee Lauder Cos Inc/The$325.0M0.26%3,054,300CommonSOLE
438516106HONHoneywell International Inc$322.5M0.26%1,510,313CommonSOLE
166764100CVXChevron Corp$312.7M0.25%1,999,218CommonSOLE
82509L107SHOPShopify Inc$311.4M0.25%4,714,691CommonSOLE
G51502105JCIJohnson Controls International plc$306.9M0.25%4,617,290CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$306.2M0.25%752,819CommonSOLE
670100205NVONovo Nordisk A/S$305.6M0.25%2,140,714CommonSOLE
89531P105TREXTrex Co Inc$304.7M0.25%4,111,523CommonSOLE
009066101ABNBAirbnb Inc$295.1M0.24%1,945,993CommonSOLE
293792107EPDEnterprise Products Partners LP$290.0M0.24%10,006,439CommonSOLE
G6095L109Aptiv PLC$284.4M0.23%4,039,247CommonSOLE
159864107CRLCharles River Laboratories International Inc$282.7M0.23%1,368,505CommonSOLE
902973304USBUS Bancorp$276.4M0.22%6,962,394CommonSOLE
59156R108METMetLife Inc$274.7M0.22%3,913,581CommonSOLE
29273V100ETEnergy Transfer LP$270.8M0.22%16,694,747CommonSOLE
45784P101PODDInsulet Corp$270.4M0.22%1,339,763CommonSOLE
04016X101ARGXArgenx SE$265.5M0.22%617,466CommonSOLE
046353108AZNNAstraZeneca PLC$265.5M0.22%3,403,748CommonSOLE
26856L103ELFelf Beauty Inc$265.4M0.22%1,259,644CommonSOLE
983793100XPOXPO Inc$264.1M0.21%2,488,210CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$259.5M0.21%2,513,148CommonSOLE
974155103WINGWingstop Inc$257.0M0.21%608,158CommonSOLE
233331107DTEDTE Energy Co$252.4M0.21%2,273,883CommonSOLE
884903808TRI4EURThomson Reuters Corp$245.9M0.20%1,458,700CommonSOLE
808513105SCHWCharles Schwab Corp/The$240.4M0.20%3,262,233CommonSOLE
184496107CLHClean Harbors Inc$239.4M0.19%1,058,415CommonSOLE
88160R101TSLATesla Inc$239.0M0.19%1,207,779CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$238.5M0.19%1,533,728CommonSOLE
G25508105CRHCRH PLC$235.3M0.19%3,137,718CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$232.9M0.19%2,651,927CommonSOLE
713448108PEPPepsiCo Inc$231.9M0.19%1,405,977CommonSOLE
05722G100BKRBaker Hughes Co$230.2M0.19%6,544,078CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp$221.6M0.18%5,887,128CommonSOLE
92537N108VRTVertiv Holdings Co$221.0M0.18%2,553,001CommonSOLE
25243Q205DEODiageo PLC$213.8M0.17%1,695,762CommonSOLE
74460D109PSAPUBLIC STORAGE$209.8M0.17%729,274CommonSOLE
609207105MDLZMondelez International Inc$207.8M0.17%3,175,729CommonSOLE
58155Q103MCKMcKesson Corp$204.9M0.17%350,877CommonSOLE
42226A107HQYHealthEquity Inc$204.9M0.17%2,377,204CommonSOLE
75524B104RBCRBC Bearings Inc$204.1M0.17%756,539CommonSOLE
053015103ADPAutomatic Data Processing Inc$203.0M0.16%850,550CommonSOLE
172908105CTASCintas Corp$198.6M0.16%283,557CommonSOLE
025816109AXPAmerican Express Co$196.6M0.16%848,960CommonSOLE
N3167Y103RACEFerrari NV$195.7M0.16%479,135CommonSOLE
743315103PGRProgressive Corp/The$194.5M0.16%936,539CommonSOLE
87256C101TKOTKO Group Holdings Inc$194.5M0.16%1,800,784CommonSOLE
882508104TXNTexas Instruments Inc$193.4M0.16%994,222CommonSOLE
02079K107GOOGAlphabet Inc$190.5M0.15%1,038,566CommonSOLE
M98068105WIXWix.com Ltd$190.5M0.15%1,197,474CommonSOLE
595112103MUMicron Technology Inc$186.6M0.15%1,418,726CommonSOLE
595017104MCHPMicrochip Technology Inc$185.6M0.15%2,028,230CommonSOLE
512807108LRCXEURLam Research Corp$185.3M0.15%174,051CommonSOLE
780087102RYRoyal Bank of Canada$184.5M0.15%1,734,161CommonSOLE
337738108FISVFiserv Inc$183.3M0.15%1,229,608CommonSOLE
278865100ECLEcolab Inc$183.0M0.15%768,767CommonSOLE
94106B101WCNWaste Connections Inc$176.3M0.14%1,005,297CommonSOLE
G65431127NENoble Corp PLC$173.2M0.14%3,878,016CommonSOLE
620076307MSIMotorola Solutions Inc$172.6M0.14%447,086CommonSOLE
45168D104IDXXIdexx Laboratories Inc$171.9M0.14%352,814CommonSOLE
609839105MPWRMonolithic Power Systems Inc$171.2M0.14%208,362CommonSOLE
49177J102KVUEKenvue Inc$170.5M0.14%9,377,764CommonSOLE
82452J109FOURShift4 Payments Inc$169.8M0.14%2,314,928CommonSOLE
891160509TDToronto-Dominion Bank/The$168.5M0.14%3,065,894CommonSOLE
58506Q109MEDPMedpace Holdings Inc$166.3M0.14%403,892CommonSOLE
044186104ASHAshland Inc$166.1M0.13%1,757,607CommonSOLE
49456B101KMIKinder Morgan Inc$166.0M0.13%8,353,663CommonSOLE
92840M102VSTVistra Corp$163.8M0.13%1,905,499CommonSOLE
407497106HLNEHamilton Lane Inc$163.7M0.13%1,324,804CommonSOLE
26622P107DOCSDoximity Inc$163.7M0.13%5,853,035CommonSOLE
69351T106PPLPPL Corp$162.9M0.13%5,890,854CommonSOLE
833445109SNOWSnowflake Inc$161.6M0.13%1,196,034CommonSOLE
922280102VRNSVaronis Systems Inc$160.8M0.13%3,351,149CommonSOLE
122017106BURLBurlington Stores Inc$159.2M0.13%663,527CommonSOLE
58733R102MELIMercadoLibre Inc$158.7M0.13%96,556CommonSOLE
25659T107DLBDolby Laboratories Inc$158.6M0.13%2,001,907CommonSOLE
682680103OKEOneok Inc$158.3M0.13%1,941,640CommonSOLE
256163106DOCUDocuSign Inc$156.3M0.13%2,920,842CommonSOLE
126650100CVSCVS Health Corp$149.1M0.12%2,524,592CommonSOLE
48251W104KKRKKR & Co Inc$147.6M0.12%1,402,916CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$146.1M0.12%323,110CommonSOLE
626755102MUSAMurphy USA Inc$145.6M0.12%310,136CommonSOLE
36262G101GXOGXO Logistics Inc$143.3M0.12%2,838,314CommonSOLE
37045V100GMGeneral Motors Co$143.1M0.12%3,080,298CommonSOLE
92338C103VLTOVeralto Corp$142.5M0.12%1,492,720CommonSOLE
70975L107PENPenumbra Inc$139.2M0.11%773,661CommonSOLE
89151E109TTENTotalEnergies SE$136.0M0.11%2,039,290CommonSOLE
291011104EMREmerson Electric Co$136.0M0.11%1,234,309CommonSOLE
00130H105AESAES Corp/The$135.2M0.11%7,692,410CommonSOLE
871607107SNPSSynopsys Inc$134.9M0.11%226,773CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$134.5M0.11%714,993CommonSOLE
576485205MTDRMatador Resources Co$134.1M0.11%2,250,036CommonSOLE
42809H107HESHess Corp$134.0M0.11%908,360CommonSOLE
86881A100SGRYSurgery Partners Inc$132.9M0.11%5,585,530CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$132.0M0.11%1,837,211CommonSOLE
55336V100MPLXMPLX LP$130.3M0.11%3,059,759CommonSOLE
68902V107OTISOtis Worldwide Corp$128.5M0.10%1,335,162CommonSOLE
136375102CNICanadian National Railway Co$127.8M0.10%1,082,231CommonSOLE
217204106CPRTCopart Inc$127.0M0.10%2,344,535CommonSOLE
21871X109CRBGCorebridge Financial Inc$125.8M0.10%4,318,777CommonSOLE
21036P108STZConstellation Brands Inc$124.9M0.10%485,278CommonSOLE
228368106CCKCrown Holdings Inc$124.8M0.10%1,677,752CommonSOLE
573284106MLMMartin Marietta Materials Inc$124.0M0.10%228,775CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$123.3M0.10%698,154CommonSOLE
036752103ELVElevance Health Inc$121.5M0.10%224,259CommonSOLE
040413106ANETEURArista Networks Inc$120.6M0.10%344,222CommonSOLE
538034109LYVLive Nation Entertainment Inc$119.4M0.10%1,274,268CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$117.9M0.10%1,721,610CommonSOLE
958102105WDCWestern Digital Corp$117.2M0.10%1,547,145CommonSOLE
349553107FTSFortis Inc/Canada$117.1M0.10%3,016,043CommonSOLE
441593100HLIHoulihan Lokey Inc$116.8M0.09%865,798CommonSOLE
86614U1007SUSummit Materials Inc$116.2M0.09%3,173,832CommonSOLE
30212P303EXPEExpedia Group Inc$115.3M0.09%915,287CommonSOLE
855244109SBUXStarbucks Corp$114.1M0.09%1,465,714CommonSOLE
552848103MTGMGIC Investment Corp$111.7M0.09%5,184,818CommonSOLE
879360105TDYTeledyne Technologies Inc$111.2M0.09%286,572CommonSOLE
29786A106ETSYEtsy Inc$111.1M0.09%1,884,297CommonSOLE
852234103XYZBlock Inc$111.1M0.09%1,722,288CommonSOLE
457669307INSMInsmed Inc$110.2M0.09%1,644,948CommonSOLE
222070203COTYCoty Inc$110.0M0.09%10,982,842CommonSOLE
277432100EMNEastman Chemical Co$109.2M0.09%1,114,533CommonSOLE
892356106TSCOTractor Supply Co$109.0M0.09%403,710CommonSOLE
G3223R108EGEverest Group Ltd$108.1M0.09%283,596CommonSOLE
92939U106WECWEC Energy Group Inc$106.4M0.09%1,355,909CommonSOLE
21037T109CEGConstellation Energy Corp$106.3M0.09%530,987CommonSOLE
518415104LSCCLattice Semiconductor Corp$105.7M0.09%1,822,190CommonSOLE
064149107BNSBank of Nova Scotia/The$105.6M0.09%2,309,567CommonSOLE
977852102WOLF*Wolfspeed Inc$104.6M0.08%4,597,953CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$103.9M0.08%3,679,307CommonSOLE
759530108RELXRELX PLC$103.7M0.08%2,260,445CommonSOLE
452308109ITWIllinois Tool Works Inc$103.6M0.08%437,391CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$103.0M0.08%2,160,270CommonSOLE
87612G101TRGPTarga Resources Corp$102.8M0.08%798,080CommonSOLE
00187Y100APGAPI Group Corp$102.6M0.08%2,725,623CommonSOLE
72651A207PAGPPlains GP Holdings LP$101.3M0.08%5,380,356CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$101.0M0.08%1,004,807CommonSOLE
404030108HEESEURH&E Equipment Services Inc$100.3M0.08%2,270,996CommonSOLE
81141R100SESea Ltd$100.0M0.08%1,400,007CommonSOLE
958669103WESWestern Midstream Partners LP$99.1M0.08%2,493,235CommonSOLE
74340E103PGNYProgyny Inc$98.0M0.08%3,424,601CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$96.7M0.08%2,353,804CommonSOLE
85209W109SPTSprout Social Inc$96.2M0.08%2,694,797CommonSOLE
22160K105COSTCostco Wholesale Corp$96.0M0.08%112,895CommonSOLE
60937P106MDBMongoDB Inc$95.4M0.08%381,788CommonSOLE
40415F101HDBHDFC Bank Ltd$93.8M0.08%1,457,755CommonSOLE
835699307SONYSony Group Corp$92.9M0.08%1,093,920CommonSOLE
68268W103OMFOneMain Holdings Inc$92.8M0.08%1,914,355CommonSOLE
758750103RRXRegal Rexnord Corp$92.7M0.08%685,474CommonSOLE
29109X106AZPN1USDAspen Technology Inc$92.6M0.08%466,288CommonSOLE
194162103CLColgate-Palmolive Co$90.7M0.07%934,794CommonSOLE
19247A100CNSCohen & Steers Inc$90.7M0.07%1,249,806CommonSOLE
87971M103TUTELUS Corp$90.0M0.07%5,944,050CommonSOLE
05534B760BCEBCE Inc$89.6M0.07%2,768,597CommonSOLE
69553P100PDPagerDuty Inc$89.5M0.07%3,901,912CommonSOLE
69343T107PJTPJT Partners Inc$89.2M0.07%826,531CommonSOLE
683715106OTEXOpen Text Corp$88.8M0.07%2,954,755CommonSOLE
244199105DEDeere & Co$87.8M0.07%234,952CommonSOLE
127203107WHDCactus Inc$86.7M0.07%1,644,744CommonSOLE
063671101BMOBank of Montreal$85.6M0.07%1,020,683CommonSOLE
05605H100BWXTBWX Technologies Inc$84.1M0.07%885,509CommonSOLE
M5216V106GLBEGlobal-e Online Ltd$83.0M0.07%2,289,381CommonSOLE
M7S64H106MNDYMonday.com Ltd$82.3M0.07%342,004CommonSOLE
227046109CROXCrocs Inc$81.7M0.07%559,573CommonSOLE
70435P102Paycor HCM Inc$80.7M0.07%6,357,764CommonSOLE
892672106TWTradeweb Markets Inc$80.4M0.07%758,061CommonSOLE
34959E109FTNTFortinet Inc$79.9M0.06%1,325,940CommonSOLE
15872M104APY1EURChampionX Corp$78.9M0.06%2,375,183CommonSOLE
22052L104CTVACorteva Inc$77.9M0.06%1,444,780CommonSOLE
09260D107BXBlackstone Inc$77.9M0.06%628,845CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$77.5M0.06%1,184,494CommonSOLE
235851102DHRDanaher Corp$77.3M0.06%309,301CommonSOLE
268150109DTDynatrace Inc$77.2M0.06%1,725,817CommonSOLE
29404K106ENVUSDEnvestnet Inc$74.8M0.06%1,194,878CommonSOLE
03831W108APPAppLovin Corp$74.3M0.06%893,344CommonSOLE
09581B103OWLBlue Owl Capital Inc$74.3M0.06%4,184,953CommonSOLE
548661107LOWLowe's Cos Inc$73.7M0.06%334,326CommonSOLE
11271J107BNBrookfield Corp$72.6M0.06%1,748,176CommonSOLE
904767704Unilever PLC$71.6M0.06%1,301,239CommonSOLE
09073M104TECHBio-Techne Corp$71.2M0.06%993,958CommonSOLE
02665T306AMHAmerican Homes 4 Rent$70.7M0.06%1,902,019CommonSOLE
962879102WPMWheaton Precious Metals Corp$70.5M0.06%1,344,131CommonSOLE
36828A101GEVGE Vernova Inc$69.8M0.06%407,167CommonSOLE
057665200BCPCBalchem Corp$69.6M0.06%452,336CommonSOLE
45167R104IEXIDEX Corp$67.6M0.05%335,761CommonSOLE
320517105FHNFirst Horizon Corp$65.5M0.05%4,151,852CommonSOLE
G6700G107NVTnVent Electric PLC$64.3M0.05%839,461CommonSOLE
047649108ATKRAtkore Inc$64.3M0.05%476,567CommonSOLE
12532H104GIBCGI Inc$64.1M0.05%642,665CommonSOLE
880345103TNCTennant Co$64.1M0.05%651,525CommonSOLE
G0450A105ACGLArch Capital Group Ltd$64.1M0.05%635,610CommonSOLE
39874R101GOGrocery Outlet Holding Corp$63.5M0.05%2,871,553CommonSOLE
726503105PAAPlains All American Pipeline LP$63.2M0.05%3,536,608CommonSOLE
124765108CAECAE Inc$62.1M0.05%3,343,015CommonSOLE
M2682V108CYBRCyberArk Software Ltd$61.4M0.05%224,381CommonSOLE
617446448MSMorgan Stanley$60.8M0.05%625,756CommonSOLE
78410G104SBACSBA Communications Corp$60.7M0.05%309,376CommonSOLE
L44385109GLOBGlobant SA$60.6M0.05%339,790CommonSOLE
615394202MOG/AMoog Inc$59.7M0.05%357,069CommonSOLE
03938L203MTArcelorMittal SA$59.6M0.05%2,601,361CommonSOLE
G8994E103TTTrane Technologies PLC$59.5M0.05%180,763CommonSOLE
25278X109FANGDiamondback Energy Inc$59.4M0.05%296,752CommonSOLE
74340W103PLDProLogis Inc$59.1M0.05%526,217CommonSOLE
33829M101FIVEFive Below Inc$58.9M0.05%540,921CommonSOLE
760125104RTORentokil Initial PLC$58.8M0.05%1,984,663CommonSOLE
298736109EEFTEuronet Worldwide Inc$58.3M0.05%563,131CommonSOLE
12572Q105CMECME Group Inc$58.1M0.05%295,612CommonSOLE
63845R107EYENational Vision Holdings Inc$57.9M0.05%4,422,514CommonSOLE
69331C108PCGPG&E Corp$56.7M0.05%3,246,216CommonSOLE
15687V109CERTCertara Inc$56.6M0.05%4,087,397CommonSOLE
03676B102AMAntero Midstream Corp$56.0M0.05%3,797,393CommonSOLE
81730H109SSentinelOne Inc$55.4M0.04%2,630,615CommonSOLE
12504L109CBRECBRE Group Inc$55.2M0.04%619,877CommonSOLE
30161N101EXCExelon Corp$55.2M0.04%1,595,714CommonSOLE
28618M106ESIElement Solutions Inc$55.0M0.04%2,027,386CommonSOLE
49845K101KVYOKlaviyo Inc$54.3M0.04%2,181,960CommonSOLE
09857L108BKNGBooking Holdings Inc$53.6M0.04%13,535CommonSOLE
56501R106MFCManulife Financial Corp$53.6M0.04%2,013,264CommonSOLE
55261F104MTBM&T Bank Corp$53.5M0.04%353,497CommonSOLE
35138V102FOXFFox Factory Holding Corp$53.2M0.04%1,103,327CommonSOLE
98956A105ZETAZeta Global Holdings Corp$53.0M0.04%3,001,375CommonSOLE
95082P105WCCWESCO International Inc$52.8M0.04%332,968CommonSOLE
097023105BABoeing Co/The$52.3M0.04%287,237CommonSOLE
05352A100AVTRAvantor Inc$51.7M0.04%2,440,173CommonSOLE
878742204TECKTeck Resources Ltd$51.0M0.04%1,065,704CommonSOLE
671044105OSISOSI Systems Inc$50.3M0.04%365,730CommonSOLE
67000B104NOVTNovanta Inc$50.0M0.04%306,475CommonSOLE
09247X101BLKCHFBlackRock Inc$49.9M0.04%63,434CommonSOLE
12008R107BLDRBuilders FirstSource Inc$49.0M0.04%354,019CommonSOLE
428103105HESMHess Midstream LP$48.5M0.04%1,331,185CommonSOLE
361448103GATXGATX Corp$48.4M0.04%365,861CommonSOLE
012348108AINAlbany International Corp$48.3M0.04%572,084CommonSOLE
15135U109CVECENOVUS ENERGY INC$48.2M0.04%2,453,704CommonSOLE
358054104FRSHFreshworks Inc$47.8M0.04%3,763,324CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$46.9M0.04%340,802CommonSOLE
88339J105TTDTrade Desk Inc/The$46.8M0.04%479,021CommonSOLE
371927104GELGenesis Energy LP$46.5M0.04%3,247,226CommonSOLE
G5960L103MDTMedtronic PLC$46.4M0.04%589,871CommonSOLE
030420103AWKAmerican Water Works Co Inc$46.1M0.04%357,186CommonSOLE
83001A102SIXEURSix Flags Entertainment Corp$46.0M0.04%1,388,794CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$45.6M0.04%1,098,969CommonSOLE
83200N103SMARGBPSmartsheet Inc$45.4M0.04%1,030,834CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$45.3M0.04%690,032CommonSOLE
642045108AESIAtlas Energy Solutions Inc$45.2M0.04%2,270,341CommonSOLE
516544103LNTHLantheus Holdings Inc$45.0M0.04%560,609CommonSOLE
67077M108NTRNutrien Ltd$44.9M0.04%882,591CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$44.8M0.04%382,700CommonSOLE
093712107BEBloom Energy Corp$44.5M0.04%3,635,149CommonSOLE
11284V105Brookfield Renewable Corp$44.2M0.04%1,556,531CommonSOLE
747525103QCOMQUALCOMM Inc$44.1M0.04%221,308CommonSOLE
08265T208BSYBentley Systems Inc$43.5M0.04%882,087CommonSOLE
750491102RDNTRadNet Inc$43.2M0.04%732,527CommonSOLE
17275R102CSCOCisco Systems Inc$42.7M0.03%897,946CommonSOLE
011659109ALKAlaska Air Group Inc$42.4M0.03%1,049,739CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$42.3M0.03%890,479CommonSOLE
136385101CNQCanadian Natural Resources Ltd$42.2M0.03%1,186,643CommonSOLE
969904101WSMWilliams-Sonoma Inc$42.1M0.03%148,925CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$41.5M0.03%428,684CommonSOLE
H1467J104CBChubb Ltd$41.3M0.03%162,017CommonSOLE
431636109HLMNHillman Solutions Corp$40.9M0.03%4,625,630CommonSOLE
00217Y104ATSATS Corp$40.9M0.03%1,264,654CommonSOLE
16679L109CHWYChewy Inc$40.8M0.03%1,497,741CommonSOLE
70438V106PCTYPaylocity Holding Corp$40.8M0.03%309,232CommonSOLE
40171V100GWREGuidewire Software Inc$40.5M0.03%293,947CommonSOLE
26701L100BROSDutch Bros Inc$40.2M0.03%971,037CommonSOLE
63947X101NCNOnCino Inc$40.1M0.03%1,275,963CommonSOLE
989207105ZBRAZebra Technologies Corp$39.8M0.03%128,802CommonSOLE
86765K109SUNSunoco LP$39.6M0.03%700,229CommonSOLE
34354P105FLSFlowserve Corp$39.6M0.03%822,978CommonSOLE
058498106BALLBall Corp$39.3M0.03%655,543CommonSOLE
83088M102SWKSSkyworks Solutions Inc$39.3M0.03%368,858CommonSOLE
165167735EXEChesapeake Energy Corp$39.0M0.03%474,459CommonSOLE
436440101HO1Hologic Inc$38.3M0.03%515,815CommonSOLE
487836108KKellanova$37.7M0.03%653,693CommonSOLE
78709Y105SAIASaia Inc$37.6M0.03%79,283CommonSOLE
803607100SRPTSarepta Therapeutics Inc$37.5M0.03%237,354CommonSOLE
517834107LVSLas Vegas Sands Corp$36.9M0.03%833,487CommonSOLE
G8473T100STESTERIS PLC$36.3M0.03%165,413CommonSOLE
680665205OLNOlin Corp$36.3M0.03%769,775CommonSOLE
26603R106DUOLDuolingo Inc$36.3M0.03%173,867CommonSOLE
539439109LYGLloyds Banking Group PLC$36.3M0.03%13,279,295CommonSOLE
683344105ONTOOnto Innovation Inc$35.7M0.03%162,729CommonSOLE
24703L202DELLDell Technologies Inc$35.3M0.03%256,325CommonSOLE
33767E202FSVFirstService Corp$35.3M0.03%231,565CommonSOLE
46269C102IRDMIridium Communications Inc$35.2M0.03%1,322,585CommonSOLE
194693107CIGIColliers International Group Inc$34.7M0.03%310,602CommonSOLE
76118Y104REZIResideo Technologies Inc$34.4M0.03%1,759,917CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$34.1M0.03%997,293CommonSOLE
G3421J106FERG1GBXFerguson PLC$34.1M0.03%176,231CommonSOLE
49338L103KEYSKeysight Technologies Inc$34.1M0.03%249,326CommonSOLE
74758T303QLYSQualys Inc$34.1M0.03%239,086CommonSOLE
74275K108PCORProcore Technologies Inc$34.1M0.03%514,092CommonSOLE
629209305NMIHNMI Holdings Inc$34.1M0.03%1,001,095CommonSOLE
23804L103DDOGDatadog Inc$33.6M0.03%259,107CommonSOLE
22160N109CSGPCoStar Group Inc$33.4M0.03%449,910CommonSOLE
47074L105JAMFJamf Holding Corp$33.3M0.03%2,016,243CommonSOLE
781154109RBRKRubrik Inc$32.9M0.03%1,072,652CommonSOLE
351858105FNVFranco-Nevada Corp$32.7M0.03%275,571CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$32.6M0.03%1,188,664CommonSOLE
579780206MKCMcCormick & Co Inc/MD$32.2M0.03%454,063CommonSOLE
580589109MGRCMcGrath RentCorp$31.7M0.03%297,672CommonSOLE
754730109RJFRaymond James Financial Inc$31.6M0.03%255,351CommonSOLE
216648501COOCooper Cos Inc/The$31.3M0.03%358,873CommonSOLE
339750101FNDFloor & Decor Holdings Inc$31.3M0.03%314,858CommonSOLE
05946K101BBVABanco Bilbao Vizcaya Argentaria SA$31.1M0.03%3,096,738CommonSOLE
92686J106VKTXViking Therapeutics Inc$31.0M0.03%584,601CommonSOLE
826919102SLABSilicon Laboratories Inc$30.3M0.02%273,776CommonSOLE
536797103LADLithia Motors Inc$30.3M0.02%119,963CommonSOLE
866674104SUISun Communities Inc$30.0M0.02%249,384CommonSOLE
654106103NKENIKE Inc$29.9M0.02%396,122CommonSOLE
114340102AZTAAzenta Inc$29.5M0.02%560,708CommonSOLE
207410101CNMDCONMED Corp$29.2M0.02%421,465CommonSOLE
16411Q101CQPCheniere Energy Partners LP$28.9M0.02%589,418CommonSOLE
45827U109INTAIntapp Inc$28.3M0.02%772,255CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$28.2M0.02%2,898,874CommonSOLE
N3144W105XPROExpro Group Holdings NV$28.2M0.02%1,228,461CommonSOLE
G3323L100FNFabrinet$27.9M0.02%114,022CommonSOLE
501889208LKQLKQ Corp$27.2M0.02%653,739CommonSOLE
421298100HAYWHayward Holdings Inc$27.1M0.02%2,204,436CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$27.0M0.02%415,048CommonSOLE
668771108GENGen Digital Inc$26.8M0.02%1,072,863CommonSOLE
539830109LMTLockheed Martin Corp$26.8M0.02%57,363CommonSOLE
37637K108GTLBGitlab Inc$26.0M0.02%523,820CommonSOLE
34379V103FLNCFluence Energy Inc$26.0M0.02%1,500,841CommonSOLE
82489W107SHLSShoals Technologies Group Inc$25.9M0.02%4,154,897CommonSOLE
29362U104ENTGEntegris Inc$25.7M0.02%189,875CommonSOLE
18467V109YOUClear Secure Inc$25.2M0.02%1,345,950CommonSOLE
87807B107TRPTC Energy Corp$24.9M0.02%657,495CommonSOLE
526057104LENLennar Corp$24.9M0.02%165,931CommonSOLE
45780R101IBPInstalled Building Products Inc$24.8M0.02%120,495CommonSOLE
778296103ROSTRoss Stores Inc$24.4M0.02%167,766CommonSOLE
97650W108WTFCWintrust Financial Corp$24.3M0.02%246,742CommonSOLE
706327103PBAPembina Pipeline Corp$24.1M0.02%649,778CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$23.9M0.02%699,933CommonSOLE
04010L103ARCCAres Capital Corp$23.8M0.02%1,143,576CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$23.8M0.02%220,980CommonSOLE
031162100AMGNAmgen Inc$23.8M0.02%76,046CommonSOLE
09227Q100BLKBBlackbaud Inc$23.7M0.02%310,678CommonSOLE
127097103CTRACoterra Energy Inc$23.4M0.02%877,510CommonSOLE
30034T103G2CEveri Holdings Inc$23.4M0.02%2,785,753CommonSOLE
156504300CCSCentury Communities Inc$23.3M0.02%285,350CommonSOLE
817565104SCIService Corp International/US$23.2M0.02%326,355CommonSOLE
69370C100PTCPTC Inc$22.9M0.02%126,171CommonSOLE
637417106NNNNNN REIT Inc$22.8M0.02%535,851CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$22.7M0.02%502,795CommonSOLE
30040W108ESEversource Energy$22.6M0.02%398,826CommonSOLE
879369106TFXTeleflex Inc$22.1M0.02%105,163CommonSOLE
44267T102HHHHoward Hughes Holdings Inc$22.1M0.02%340,194CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$21.4M0.02%259,573CommonSOLE
608190104MHKMohawk Industries Inc$21.1M0.02%185,410CommonSOLE
436893200HOMBHome Bancshares Inc/AR$20.8M0.02%867,497CommonSOLE
760759100RSGRepublic Services Inc$20.6M0.02%106,241CommonSOLE
736508847PORPortland General Electric Co$20.4M0.02%471,948CommonSOLE
21044C107ROADConstruction Partners Inc$20.4M0.02%368,773CommonSOLE
22002T108CDPCOPT Defense Properties$19.8M0.02%789,625CommonSOLE
G76279101ROIVRoivant Sciences Ltd$19.7M0.02%1,860,536CommonSOLE
62886E108VYXNCR Voyix Corp$19.7M0.02%1,591,097CommonSOLE
06417N103OZKBank OZK$19.5M0.02%476,199CommonSOLE
032095101APHAmphenol Corp$19.2M0.02%285,372CommonSOLE
G87264100TGLSTecnoglass Inc$19.1M0.02%381,350CommonSOLE
880779103TEXTerex Corp$18.9M0.02%345,268CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$18.6M0.02%275,474CommonSOLE
44925C103ICFIICF International Inc$18.5M0.02%124,929CommonSOLE
218352102CORTCorcept Therapeutics Inc$18.5M0.02%570,816CommonSOLE
316773100FITBFifth Third Bancorp$18.5M0.02%506,512CommonSOLE
398905109GPIGroup 1 Automotive Inc$18.3M0.01%61,499CommonSOLE
20717M1038QRConfluent Inc$18.2M0.01%617,836CommonSOLE
49803T300KRGKite Realty Group Trust$17.9M0.01%798,557CommonSOLE
053332102AZOAutoZone Inc$17.8M0.01%6,000CommonSOLE
781846209RUSHARush Enterprises Inc$17.5M0.01%418,757CommonSOLE
830879102SKYWSkywest Inc$17.3M0.01%211,065CommonSOLE
500643200KFYKorn Ferry$17.3M0.01%257,988CommonSOLE
87975H100TIXTTELUS International CDA Inc$17.1M0.01%2,964,589CommonSOLE
717081103PFEPfizer Inc$17.1M0.01%610,599CommonSOLE
938824109WAFDWaFd Inc$17.0M0.01%593,580CommonSOLE
65487K100LASRnLight Inc$16.9M0.01%1,549,428CommonSOLE
G9460G101VALValaris Ltd$16.9M0.01%226,565CommonSOLE
403949100DINOHF Sinclair Corp$16.9M0.01%316,210CommonSOLE
74164F103PRIMPrimoris Services Corp$16.8M0.01%337,085CommonSOLE
29275Y102ENSEnerSys$16.8M0.01%162,301CommonSOLE
85472N109STNStantec Inc$16.8M0.01%201,069CommonSOLE
G1110E107BHVNBiohaven Ltd.$16.6M0.01%479,369CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$16.6M0.01%241,029CommonSOLE
925550105VIAVViavi Solutions Inc$16.5M0.01%2,408,290CommonSOLE
29355A107ENPHEnphase Energy Inc$16.5M0.01%165,529CommonSOLE
292554102ECPGEncore Capital Group Inc$16.2M0.01%388,013CommonSOLE
G48833118WFRDWeatherford International PLC$16.2M0.01%132,424CommonSOLE
253868103DLRDigital Realty Trust Inc$16.1M0.01%105,667CommonSOLE
G8232Y101SMART Global Holdings Inc$15.9M0.01%693,309CommonSOLE
088929104BGCBGC Group Inc$15.8M0.01%1,905,244CommonSOLE
26969P108EXPEagle Materials Inc$15.8M0.01%72,481CommonSOLE
86333M108LRNStride Inc$15.7M0.01%222,799CommonSOLE
553530106MSMMSC Industrial Direct Co Inc$15.7M0.01%197,408CommonSOLE
47103N106JBIJanus International Group Inc$15.6M0.01%1,235,616CommonSOLE
453836108INDBIndependent Bank Corp$15.4M0.01%304,065CommonSOLE
F21107101CSTMConstellium SE$15.2M0.01%805,688CommonSOLE
82982L103SITESiteOne Landscape Supply Inc$14.9M0.01%122,523CommonSOLE
74319R101PRGPROG Holdings Inc$14.8M0.01%426,788CommonSOLE
G0585R106AGOAssured Guaranty Ltd$14.7M0.01%190,766CommonSOLE
77634L105RCM1USDR1 RCM Inc$14.3M0.01%1,140,404CommonSOLE
98423F109XMTRXometry Inc$14.2M0.01%1,230,524CommonSOLE
691497309OXMOxford Industries Inc$14.2M0.01%141,994CommonSOLE
92243G108PCVXVaxcyte Inc$14.1M0.01%186,141CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$14.0M0.01%229,144CommonSOLE
12653C108CNXCNX Resources Corp$13.9M0.01%573,246CommonSOLE
898202106TRUPTrupanion Inc$13.9M0.01%472,967CommonSOLE
G3198U102ESNTEssent Group Ltd$13.9M0.01%246,871CommonSOLE
98887Q104ZLABZai Lab Ltd$13.7M0.01%792,815CommonSOLE

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.