MondegarAI
Clearbridge Investments, LLC

Q3 2024 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2024-11-12 · accession 0001348883-24-000021

$127.16B
Reported value
709
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 709

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$5.49B4.32%12,760,299CommonSOLE
67066G104NVDANVIDIA Corp$4.56B3.58%37,531,879CommonSOLE
037833100AAPLApple Inc$3.74B2.94%16,044,439CommonSOLE
023135106AMZNAmazon.com Inc$3.71B2.92%19,921,341CommonSOLE
30303M102METAMeta Platforms Inc$3.26B2.56%5,694,760CommonSOLE
92826C839VVisa Inc$2.83B2.23%10,304,589CommonSOLE
91324P102UNHUnitedHealth Group Inc$2.75B2.16%4,700,423CommonSOLE
11135F101AVGOBroadcom Inc$2.11B1.66%12,247,024CommonSOLE
64110L106NFLXNetflix Inc$1.58B1.24%2,228,311CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.53B1.20%7,264,820CommonSOLE
02079K305GOOGLAlphabet Inc$1.49B1.17%8,989,312CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.30B1.02%2,093,583CommonSOLE
816851109SRESempra$1.18B0.93%14,127,869CommonSOLE
75513E101RTXRTX Corp$1.18B0.93%9,726,261CommonSOLE
G29183103ETNEaton Corp PLC$1.12B0.88%3,378,032CommonSOLE
20030N101CMCSAComcast Corp$1.10B0.86%26,309,495CommonSOLE
907818108UNPUnion Pacific Corp$1.05B0.82%4,252,582CommonSOLE
384802104GWWWW Grainger Inc$1.05B0.82%1,006,880CommonSOLE
68389X105ORCLOracle Corp$1.04B0.82%6,120,219CommonSOLE
532457108LLYEli Lilly & Co$1.03B0.81%1,161,674CommonSOLE
G1151C101ACNAccenture PLC$1.02B0.80%2,890,722CommonSOLE
N07059210ASMLASML Holding NV$1.02B0.80%1,219,246CommonSOLE
00724F101ADBEAdobe Inc$1.01B0.79%1,951,871CommonSOLE
89417E109TRVTravelers Cos Inc/The$987.4M0.78%4,217,502CommonSOLE
478160104JNJJohnson & Johnson$980.4M0.77%6,049,313CommonSOLE
824348106SHWSherwin-Williams Co/The$966.8M0.76%2,533,157CommonSOLE
90353T100UBERUber Technologies Inc$963.8M0.76%12,823,937CommonSOLE
46120E602ISRGIntuitive Surgical Inc$960.1M0.76%1,954,396CommonSOLE
79466L302CRMSalesforce Inc$952.7M0.75%3,480,864CommonSOLE
G54950103LINLINDE PLC$930.1M0.73%1,950,466CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$917.2M0.72%1,972,055CommonSOLE
30231G102XOMExxon Mobil Corp$890.6M0.70%7,597,546CommonSOLE
969457100WMBWilliams Cos Inc/The$880.2M0.69%19,282,362CommonSOLE
03027X100AMTAmerican Tower Corp$879.1M0.69%3,779,987CommonSOLE
697435105PANWPalo Alto Networks Inc$873.3M0.69%2,555,041CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$826.3M0.65%4,757,846CommonSOLE
29444U700EQIXEquinix Inc$818.0M0.64%921,527CommonSOLE
863667101SYKStryker Corp$799.6M0.63%2,213,331CommonSOLE
29250N105ENBEnbridge Inc$796.7M0.63%19,617,890CommonSOLE
872590104TMUST-Mobile US Inc$777.8M0.61%3,769,236CommonSOLE
58933Y105MRKMerck & Co Inc$775.7M0.61%6,830,504CommonSOLE
075887109BDXBecton Dickinson & Co$763.4M0.60%3,166,271CommonSOLE
70450Y103PYPLPayPal Holdings Inc$756.2M0.59%9,690,886CommonSOLE
78409V104SPGIS&P Global Inc$748.3M0.59%1,448,540CommonSOLE
H01301128ALCAlcon Inc$726.5M0.57%7,260,378CommonSOLE
052769106ADSKAutodesk Inc$716.8M0.56%2,602,065CommonSOLE
03769M106APOApollo Global Management Inc$710.1M0.56%5,684,798CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$702.5M0.55%3,148,987CommonSOLE
929160109VMCVulcan Materials Co$698.5M0.55%2,789,298CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$693.2M0.55%8,103,237CommonSOLE
872540109TJXTJX Cos Inc/The$691.2M0.54%5,880,129CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$674.5M0.53%2,404,954CommonSOLE
35671D857FCXFreeport-McMoRan Inc$669.4M0.53%13,409,310CommonSOLE
742718109PGProcter & Gamble Co/The$638.3M0.50%3,685,522CommonSOLE
191216100KOCoca-Cola Co/The$630.9M0.50%8,780,119CommonSOLE
060505104BACBank of America Corp$619.0M0.49%15,600,310CommonSOLE
98138H101WDAYWorkday Inc$617.7M0.49%2,527,187CommonSOLE
437076102HDHome Depot Inc/The$616.2M0.48%1,520,777CommonSOLE
14040H105COFCapital One Financial Corp$611.3M0.48%4,082,925CommonSOLE
61174X109MNSTMonster Beverage Corp$604.6M0.48%11,588,119CommonSOLE
461202103INTUIntuit Inc$603.3M0.47%971,515CommonSOLE
443573100HUBSHubSpot Inc$598.0M0.47%1,124,871CommonSOLE
98978V103ZTSZoetis Inc$589.6M0.46%3,017,743CommonSOLE
94106L109WMWaste Management Inc$566.2M0.45%2,727,270CommonSOLE
00287Y109ABBVAbbVie Inc$561.4M0.44%2,843,004CommonSOLE
81762P102NOWServiceNow Inc$560.0M0.44%626,176CommonSOLE
009158106APDAir Products and Chemicals Inc$551.9M0.43%1,853,490CommonSOLE
87612E106TGTTarget Corp$494.4M0.39%3,172,051CommonSOLE
502431109LHXL3Harris Technologies Inc$490.0M0.39%2,060,114CommonSOLE
45866F104ICEIntercontinental Exchange Inc$481.4M0.38%2,997,061CommonSOLE
82509L107SHOPShopify Inc$474.9M0.37%5,925,691CommonSOLE
281020107EIXEdison International$455.4M0.36%5,229,354CommonSOLE
855244109SBUXStarbucks Corp$455.2M0.36%4,668,881CommonSOLE
26884L109EQTEQT Corp$441.7M0.35%12,055,242CommonSOLE
71377A103PFGCPerformance Food Group Co$436.3M0.34%5,567,281CommonSOLE
G51502105JCIJohnson Controls International plc$435.4M0.34%5,609,730CommonSOLE
375558103GILDGilead Sciences Inc$434.0M0.34%5,176,300CommonSOLE
G4705A100ICLRICON PLC$430.0M0.34%1,496,495CommonSOLE
666807102NOCNorthrop Grumman Corp$420.5M0.33%796,359CommonSOLE
053484101AVBAvalonBay Communities Inc$413.0M0.32%1,833,691CommonSOLE
88160R101TSLATesla Inc$402.4M0.32%1,538,027CommonSOLE
20825C104COPConocoPhillips$402.1M0.32%3,819,042CommonSOLE
803054204SAPSAP SE$398.2M0.31%1,738,132CommonSOLE
405552100HLNHaleon PLC$395.4M0.31%37,370,408CommonSOLE
254687106DISWALT DISNEY COMPANY$389.1M0.31%4,044,892CommonSOLE
65339F101NEENextEra Energy Inc$381.4M0.30%4,512,119CommonSOLE
931142103WMTWalmart Inc$379.9M0.30%4,704,802CommonSOLE
G87052109TELTE Connectivity plc$356.6M0.28%2,361,997CommonSOLE
147528103CASYCasey's General Stores Inc$355.2M0.28%945,386CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$350.4M0.28%507CommonSOLE
92537N108VRTVertiv Holdings Co$346.3M0.27%3,480,265CommonSOLE
026874784AIGAmerican International Group Inc$344.7M0.27%4,707,509CommonSOLE
45784P101PODDInsulet Corp$341.9M0.27%1,469,085CommonSOLE
902973304USBUS Bancorp$340.4M0.27%7,443,092CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$331.6M0.26%720,489CommonSOLE
59156R108METMetLife Inc$324.9M0.26%3,939,716CommonSOLE
04016X101ARGXArgenx SE$319.6M0.25%589,498CommonSOLE
670100205NVONovo Nordisk A/S$319.2M0.25%2,680,768CommonSOLE
438516106HONHoneywell International Inc$308.4M0.24%1,492,172CommonSOLE
983793100XPOXPO Inc$295.9M0.23%2,752,368CommonSOLE
293792107EPDEnterprise Products Partners LP$293.5M0.23%10,080,929CommonSOLE
72352L106PINSPinterest Inc$292.5M0.23%9,034,950CommonSOLE
G25508105CRHCRH PLC$288.9M0.23%3,115,333CommonSOLE
184496107CLHClean Harbors Inc$288.2M0.23%1,192,266CommonSOLE
693506107PPGPPG Industries Inc$287.9M0.23%2,173,672CommonSOLE
971378104WSCWillScot Holdings Corp$287.0M0.23%7,631,786CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$279.2M0.22%1,510,540CommonSOLE
046353108AZNNAstraZeneca PLC$279.2M0.22%3,583,271CommonSOLE
233331107DTEDTE Energy Co$268.2M0.21%2,088,871CommonSOLE
29273V100ETEnergy Transfer LP$267.1M0.21%16,643,759CommonSOLE
74460D109PSAPUBLIC STORAGE$263.6M0.21%724,419CommonSOLE
89531P105TREXTrex Co Inc$261.2M0.21%3,923,552CommonSOLE
166764100CVXChevron Corp$257.1M0.20%1,745,788CommonSOLE
05722G100BKRBaker Hughes Co$253.2M0.20%7,003,818CommonSOLE
573874104MRVLMarvell Technology Inc$246.2M0.19%3,414,296CommonSOLE
81141R100SESea Ltd$243.8M0.19%2,586,389CommonSOLE
974155103WINGWingstop Inc$241.2M0.19%579,702CommonSOLE
92840M102VSTVistra Corp$238.1M0.19%2,008,215CommonSOLE
884903808TRI4EURThomson Reuters Corp$237.5M0.19%1,392,323CommonSOLE
713448108PEPPepsiCo Inc$235.1M0.18%1,382,680CommonSOLE
743315103PGRProgressive Corp/The$233.9M0.18%921,577CommonSOLE
26622P107DOCSDoximity Inc$231.8M0.18%5,320,216CommonSOLE
025816109AXPAmerican Express Co$229.5M0.18%846,284CommonSOLE
N3167Y103RACEFerrari NV$229.4M0.18%488,068CommonSOLE
87256C101TKOTKO Group Holdings Inc$226.3M0.18%1,829,073CommonSOLE
172908105CTASCintas Corp$225.4M0.18%1,094,634CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$223.3M0.18%2,038,797CommonSOLE
009066101ABNBAirbnb Inc$223.0M0.18%1,758,551CommonSOLE
053015103ADPAutomatic Data Processing Inc$222.9M0.18%805,637CommonSOLE
159864107CRLCharles River Laboratories International Inc$214.9M0.17%1,090,992CommonSOLE
882508104TXNTexas Instruments Inc$212.4M0.17%1,028,417CommonSOLE
36262G101GXOGXO Logistics Inc$212.2M0.17%4,074,622CommonSOLE
780087102RYRoyal Bank of Canada$210.6M0.17%1,702,575CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$209.9M0.17%1,056,491CommonSOLE
891160509TDToronto-Dominion Bank/The$207.9M0.16%3,326,011CommonSOLE
M98068105WIXWix.com Ltd$200.9M0.16%1,202,020CommonSOLE
620076307MSIMotorola Solutions Inc$200.3M0.16%445,559CommonSOLE
337738108FISVFiserv Inc$198.1M0.16%1,102,828CommonSOLE
42226A107HQYHealthEquity Inc$195.5M0.15%2,388,392CommonSOLE
278865100ECLEcolab Inc$194.2M0.15%760,593CommonSOLE
49456B101KMIKinder Morgan Inc$194.1M0.15%8,786,163CommonSOLE
82452J109FOURShift4 Payments Inc$194.0M0.15%2,189,672CommonSOLE
69351T106PPLPPL Corp$193.0M0.15%5,834,904CommonSOLE
75524B104RBCRBC Bearings Inc$188.9M0.15%631,057CommonSOLE
892356106TSCOTractor Supply Co$188.2M0.15%646,996CommonSOLE
21036P108STZConstellation Brands Inc$185.5M0.15%719,987CommonSOLE
58733R102MELIMercadoLibre Inc$180.7M0.14%88,062CommonSOLE
407497106HLNEHamilton Lane Inc$178.8M0.14%1,061,770CommonSOLE
682680103OKEOneok Inc$177.2M0.14%1,944,380CommonSOLE
48251W104KKRKKR & Co Inc$175.2M0.14%1,341,638CommonSOLE
94106B101WCNWaste Connections Inc$173.7M0.14%972,216CommonSOLE
45168D104IDXXIdexx Laboratories Inc$173.3M0.14%343,104CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$171.9M0.14%2,084,630CommonSOLE
922280102VRNSVaronis Systems Inc$171.9M0.14%3,042,807CommonSOLE
256163106DOCUDocuSign Inc$171.7M0.13%2,764,660CommonSOLE
458140100INTCIntel Corp$171.6M0.13%7,312,508CommonSOLE
58155Q103MCKMcKesson Corp$171.2M0.13%346,256CommonSOLE
122017106BURLBurlington Stores Inc$169.6M0.13%643,646CommonSOLE
26856L103ELFelf Beauty Inc$164.4M0.13%1,508,232CommonSOLE
92338C103VLTOVeralto Corp$164.2M0.13%1,468,165CommonSOLE
02079K107GOOGAlphabet Inc$160.1M0.13%957,309CommonSOLE
126650100CVSCVS Health Corp$158.8M0.12%2,524,977CommonSOLE
595017104MCHPMicrochip Technology Inc$157.2M0.12%1,957,633CommonSOLE
228368106CCKCrown Holdings Inc$155.5M0.12%1,622,279CommonSOLE
03990B101ARESAres Management Corp$153.4M0.12%984,560CommonSOLE
55354G100MSCIMSCI Inc$153.3M0.12%262,937CommonSOLE
595112103MUMicron Technology Inc$151.7M0.12%1,463,074CommonSOLE
573284106MLMMartin Marietta Materials Inc$151.1M0.12%280,634CommonSOLE
291011104EMREmerson Electric Co$151.0M0.12%1,380,541CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$148.9M0.12%714,993CommonSOLE
25243Q205DEODiageo PLC$148.2M0.12%1,056,261CommonSOLE
040413106ANETEURArista Networks Inc$146.1M0.11%380,669CommonSOLE
86881A100SGRYSurgery Partners Inc$145.1M0.11%4,501,055CommonSOLE
044186104ASHAshland Inc$144.8M0.11%1,665,060CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$144.5M0.11%1,866,173CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$143.8M0.11%290,539CommonSOLE
37045V100GMGeneral Motors Co$142.1M0.11%3,168,320CommonSOLE
808513105SCHWCharles Schwab Corp/The$140.9M0.11%2,173,821CommonSOLE
58506Q109MEDPMedpace Holdings Inc$139.5M0.11%417,905CommonSOLE
70975L107PENPenumbra Inc$138.0M0.11%710,052CommonSOLE
68902V107OTISOtis Worldwide Corp$137.9M0.11%1,326,919CommonSOLE
55336V100MPLXMPLX LP$137.9M0.11%3,101,897CommonSOLE
538034109LYVLive Nation Entertainment Inc$135.8M0.11%1,240,606CommonSOLE
136375102CNICanadian National Railway Co$135.0M0.11%1,152,749CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$134.8M0.11%2,426,977CommonSOLE
349553107FTSFortis Inc/Canada$134.5M0.11%2,960,705CommonSOLE
92939U106WECWEC Energy Group Inc$133.7M0.11%1,390,164CommonSOLE
063671101BMOBank of Montreal$133.3M0.10%1,495,899CommonSOLE
441593100HLIHoulihan Lokey Inc$132.8M0.10%840,382CommonSOLE
701094104PHParker-Hannifin Corp$132.7M0.10%210,013CommonSOLE
92243G108PCVXVaxcyte Inc$132.5M0.10%1,159,280CommonSOLE
457669307INSMInsmed Inc$132.0M0.10%1,808,767CommonSOLE
626755102MUSAMurphy USA Inc$131.9M0.10%267,610CommonSOLE
12008R107BLDRBuilders FirstSource Inc$131.7M0.10%679,413CommonSOLE
G65431127NENoble Corporation plc$129.9M0.10%3,594,415CommonSOLE
25659T107DLBDolby Laboratories Inc$128.3M0.10%1,676,530CommonSOLE
552848103MTGMGIC Investment Corp$128.0M0.10%5,000,291CommonSOLE
871607107SNPSSynopsys Inc$127.7M0.10%252,082CommonSOLE
833445109SNOWSnowflake Inc$127.4M0.10%1,108,899CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$126.6M0.10%1,729,729CommonSOLE
21871X109CRBGCorebridge Financial Inc$125.5M0.10%4,303,272CommonSOLE
878742204TECKTeck Resources Ltd$123.9M0.10%2,371,193CommonSOLE
064149107BNSBank of Nova Scotia/The$123.5M0.10%2,266,734CommonSOLE
852234103XYZBlock Inc$122.5M0.10%1,825,335CommonSOLE
36828A101GEVGE Vernova Inc$122.3M0.10%479,577CommonSOLE
879360105TDYTeledyne Technologies Inc$120.6M0.09%275,555CommonSOLE
00130H105AESAES Corp/The$120.6M0.09%6,011,874CommonSOLE
86614U1007SUSummit Materials Inc$120.3M0.09%3,081,361CommonSOLE
19247A100CNSCohen & Steers Inc$119.9M0.09%1,249,806CommonSOLE
835699307SONYSony Group Corp$118.4M0.09%1,226,353CommonSOLE
40415F101HDBHDFC Bank Ltd$118.4M0.09%1,892,636CommonSOLE
87612G101TRGPTarga Resources Corp$117.3M0.09%792,180CommonSOLE
09062X103BIIBBiogen Inc$116.7M0.09%601,986CommonSOLE
036752103ELVElevance Health Inc$116.4M0.09%223,763CommonSOLE
518415104LSCCLattice Semiconductor Corp$116.1M0.09%2,187,495CommonSOLE
03831W108APPAppLovin Corp$115.7M0.09%886,490CommonSOLE
42809H107HESHess Corp$115.1M0.09%847,587CommonSOLE
277432100EMNEastman Chemical Co$114.3M0.09%1,020,632CommonSOLE
576485205MTDRMatador Resources Co$111.2M0.09%2,249,786CommonSOLE
911312106UPSUnited Parcel Service Inc$111.1M0.09%815,187CommonSOLE
404030108HEESEURH&E Equipment Services Inc$110.8M0.09%2,276,014CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$109.9M0.09%95,417CommonSOLE
69331C108PCGPG&E Corp$109.3M0.09%5,530,700CommonSOLE
49177J102KVUEKenvue Inc$109.1M0.09%4,718,848CommonSOLE
29109X106AZPN1USDAspen Technology Inc$108.9M0.09%456,137CommonSOLE
21037T109CEGConstellation Energy Corp$108.9M0.09%418,751CommonSOLE
320517105FHNFirst Horizon Corp$108.8M0.09%7,004,091CommonSOLE
217204106CPRTCopart Inc$108.7M0.09%2,075,327CommonSOLE
268150109DTDynatrace Inc$108.7M0.09%2,032,145CommonSOLE
G3223R108EGEverest Group Ltd$107.6M0.08%274,735CommonSOLE
609207105MDLZMondelez International Inc$106.7M0.08%1,447,786CommonSOLE
87971M103TUTELUS Corp$106.1M0.08%6,321,592CommonSOLE
759530108RELXRELX PLC$106.0M0.08%2,233,064CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$105.8M0.08%899,542CommonSOLE
00187Y100APGAPI Group Corp$104.6M0.08%3,167,121CommonSOLE
72651A207PAGPPlains GP Holdings LP$101.9M0.08%5,506,071CommonSOLE
904767704Unilever PLC$100.6M0.08%1,549,042CommonSOLE
60937P106MDBMongoDB Inc$100.2M0.08%370,515CommonSOLE
89151E109TTENTotalEnergies SE$98.1M0.08%1,518,115CommonSOLE
69343T107PJTPJT Partners Inc$97.1M0.08%728,362CommonSOLE
683715106OTEXOpen Text Corp$96.5M0.08%2,898,832CommonSOLE
05605H100BWXTBWX Technologies Inc$96.4M0.08%886,817CommonSOLE
244199105DEDeere & Co$95.8M0.08%229,583CommonSOLE
22052L104CTVACorteva Inc$95.5M0.08%1,624,684CommonSOLE
958669103WESWestern Midstream Partners LP$95.2M0.07%2,487,735CommonSOLE
05534B760BCEBCE Inc$94.6M0.07%2,717,036CommonSOLE
892672106TWTradeweb Markets Inc$93.6M0.07%756,797CommonSOLE
758750103RRXRegal Rexnord Corp$93.1M0.07%561,172CommonSOLE
G5960L103MDTMedtronic PLC$93.0M0.07%1,032,883CommonSOLE
34959E109FTNTFortinet Inc$93.0M0.07%1,198,660CommonSOLE
222070203COTYCoty Inc$91.9M0.07%9,787,226CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$91.6M0.07%3,932,071CommonSOLE
11271J107BNBrookfield Corp$91.3M0.07%1,716,917CommonSOLE
958102105WDCWestern Digital Corp$91.1M0.07%1,333,687CommonSOLE
70435P102Paycor HCM Inc$90.0M0.07%6,339,121CommonSOLE
98956A105ZETAZeta Global Holdings Corp$89.8M0.07%3,008,868CommonSOLE
127203107WHDCactus Inc$88.8M0.07%1,489,013CommonSOLE
68268W103OMFOneMain Holdings Inc$88.1M0.07%1,872,649CommonSOLE
548661107LOWLowe's Cos Inc$87.6M0.07%323,333CommonSOLE
09581B103OWLBlue Owl Capital Inc$86.5M0.07%4,466,250CommonSOLE
M5216V106GLBEGlobal-E Online Ltd.$85.9M0.07%2,234,227CommonSOLE
02665T306AMHAmerican Homes 4 Rent$85.7M0.07%2,233,642CommonSOLE
85209W109SPTSprout Social Inc$84.0M0.07%2,890,394CommonSOLE
235851102DHRDanaher Corp$83.0M0.07%298,566CommonSOLE
30212P303EXPEExpedia Group Inc$82.0M0.06%553,705CommonSOLE
539439109LYGLloyds Banking Group PLC$80.7M0.06%25,857,903CommonSOLE
513272104LWLamb Weston Holdings Inc$79.2M0.06%1,223,016CommonSOLE
452308109ITWIllinois Tool Works Inc$79.1M0.06%301,851CommonSOLE
09073M104TECHBio-Techne Corp$76.8M0.06%961,219CommonSOLE
16679L109CHWYChewy Inc$76.8M0.06%2,622,699CommonSOLE
78410G104SBACSBA Communications Corp$76.3M0.06%316,910CommonSOLE
95082P105WCCWESCO International Inc$76.2M0.06%453,659CommonSOLE
49845K101KVYOKlaviyo Inc$76.0M0.06%2,148,769CommonSOLE
227046109CROXCrocs Inc$75.8M0.06%523,469CommonSOLE
37940X102GPNGlobal Payments Inc$75.5M0.06%737,308CommonSOLE
55261F104MTBM&T Bank Corp$75.0M0.06%421,201CommonSOLE
615394202MOG/AMoog Inc$72.8M0.06%360,186CommonSOLE
12504L109CBRECBRE Group Inc$72.5M0.06%582,142CommonSOLE
12532H104GIBCGI Inc$72.5M0.06%630,298CommonSOLE
45167R104IEXIDEX Corp$71.9M0.06%335,130CommonSOLE
057665200BCPCBalchem Corp$71.4M0.06%405,862CommonSOLE
351858105FNVFranco-Nevada Corp$71.2M0.06%573,291CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$71.1M0.06%598,406CommonSOLE
M2682V108CYBRCyberArk Software Ltd$69.9M0.05%239,674CommonSOLE
194162103CLColgate-Palmolive Co$69.3M0.05%667,100CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$68.2M0.05%1,702,393CommonSOLE
05946K101BBVABanco Bilbao Vizcaya Argentaria SA$67.9M0.05%6,260,676CommonSOLE
22160K105COSTCostco Wholesale Corp$67.6M0.05%76,255CommonSOLE
L44385109GLOBGlobant S.A.$67.3M0.05%339,442CommonSOLE
97650W108WTFCWintrust Financial Corp$66.5M0.05%612,359CommonSOLE
74340W103PLDProLogis Inc$64.9M0.05%513,901CommonSOLE
83088M102SWKSSkyworks Solutions Inc$63.8M0.05%646,291CommonSOLE
12572Q105CMECME Group Inc$63.5M0.05%287,858CommonSOLE
642045108AESIAtlas Energy Solutions Inc$63.2M0.05%2,901,178CommonSOLE
827048109SLGNSilgan Holdings Inc$61.6M0.05%1,174,139CommonSOLE
726503105PAAPlains All American Pipeline LP$61.4M0.05%3,536,608CommonSOLE
81730H109SSentinelOne Inc$60.7M0.05%2,536,760CommonSOLE
617446448MSMorgan Stanley$60.6M0.05%581,417CommonSOLE
69553P100PDPagerDuty Inc$59.8M0.05%3,221,859CommonSOLE
516544103LNTHLantheus Holdings Inc$59.4M0.05%541,042CommonSOLE
G8994E103TTTrane Technologies PLC$59.2M0.05%152,349CommonSOLE
124765108CAECAE Inc$59.1M0.05%3,154,131CommonSOLE
880345103TNCTennant Co$58.5M0.05%608,938CommonSOLE
05352A100AVTRAvantor Inc$57.5M0.05%2,221,100CommonSOLE
09260D107BXBlackstone Inc$57.4M0.05%374,927CommonSOLE
88339J105TTDTrade Desk Inc/The$57.3M0.05%522,758CommonSOLE
03676B102AMAntero Midstream Corp$57.2M0.04%3,797,393CommonSOLE
09247X101BLKCHFBlackRock Inc$57.1M0.04%60,130CommonSOLE
70438V106PCTYPaylocity Holding Corp$57.0M0.04%345,564CommonSOLE
671044105OSISOSI Systems Inc$56.2M0.04%370,160CommonSOLE
63947X101NCNOnCino Inc$56.1M0.04%1,776,387CommonSOLE
25278X109FANGDiamondback Energy Inc$56.0M0.04%324,675CommonSOLE
G0450A105ACGLArch Capital Group Ltd$55.6M0.04%496,818CommonSOLE
15872M104APY1EURChampionX Corp$55.4M0.04%1,837,261CommonSOLE
428103105HESMHess Midstream LP$55.3M0.04%1,567,585CommonSOLE
28618M106ESIElement Solutions Inc$55.3M0.04%2,034,827CommonSOLE
67000B104NOVTNovanta Inc$54.9M0.04%306,902CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$54.3M0.04%1,170,551CommonSOLE
760759100RSGRepublic Services Inc$53.7M0.04%267,456CommonSOLE
45780R101IBPInstalled Building Products Inc$53.6M0.04%217,744CommonSOLE
G6700G107NVTnVent Electric PLC$52.1M0.04%741,076CommonSOLE
67077M108NTRNutrien Ltd$51.6M0.04%1,074,243CommonSOLE
058498106BALLBall Corp$51.1M0.04%751,782CommonSOLE
750491102RDNTRadNet Inc$51.0M0.04%734,500CommonSOLE
39874R101GOGrocery Outlet Holding Corp$50.6M0.04%2,885,774CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$50.1M0.04%736,857CommonSOLE
11284V105Brookfield Renewable Corp$49.9M0.04%1,526,432CommonSOLE
609839105MPWRMonolithic Power Systems Inc$49.5M0.04%53,580CommonSOLE
56501R106MFCManulife Financial Corp$49.5M0.04%1,673,771CommonSOLE
78709Y105SAIASaia Inc$49.4M0.04%113,008CommonSOLE
H1467J104CBChubb Ltd$49.0M0.04%169,964CommonSOLE
40171V100GWREGuidewire Software Inc$48.6M0.04%265,779CommonSOLE
21044C107ROADConstruction Partners Inc$48.0M0.04%687,483CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$48.0M0.04%672,545CommonSOLE
030420103AWKAmerican Water Works Co Inc$47.3M0.04%323,569CommonSOLE
78464A870XBISPDR S&P Biotech ETF$46.9M0.04%474,263CommonSOLE
92686J106VKTXViking Therapeutics Inc$46.8M0.04%738,574CommonSOLE
35138V102FOXFFox Factory Holding Corp$44.7M0.04%1,076,853CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$44.6M0.04%867,416CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$44.6M0.04%481,885CommonSOLE
83200N103SMARGBPSmartsheet Inc$44.0M0.03%795,147CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$43.7M0.03%424,022CommonSOLE
371927104GELGenesis Energy LP$43.4M0.03%3,247,226CommonSOLE
08265T208BSYBentley Systems Inc$43.3M0.03%852,842CommonSOLE
683344105ONTOOnto Innovation Inc$42.5M0.03%204,637CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$42.0M0.03%987,993CommonSOLE
33767E202FSVFirstService Corp$41.8M0.03%229,348CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$41.4M0.03%1,182,327CommonSOLE
539830109LMTLockheed Martin Corp$41.1M0.03%70,238CommonSOLE
30161N101EXCExelon Corp$40.6M0.03%1,002,282CommonSOLE
15135U109CVECENOVUS ENERGY INC$40.3M0.03%2,410,699CommonSOLE
00217Y104ATSATS Corp$40.2M0.03%1,382,428CommonSOLE
097023105BABoeing Co/The$40.1M0.03%263,477CommonSOLE
436440101HO1Hologic Inc$39.7M0.03%487,746CommonSOLE
512807108LRCXEURLam Research Corp$39.7M0.03%48,587CommonSOLE
093712107BEBloom Energy Corp$38.6M0.03%3,655,797CommonSOLE
194693107CIGIColliers International Group Inc$38.6M0.03%253,962CommonSOLE
629209305NMIHNMI Holdings Inc$38.4M0.03%933,003CommonSOLE
136385101CNQCanadian Natural Resources Ltd$38.4M0.03%1,155,702CommonSOLE
31488V107FERGFerguson Enterprises Inc$38.2M0.03%192,315CommonSOLE
781154109RBRKRubrik Inc$37.8M0.03%1,175,702CommonSOLE
86765K109SUNSunoco LP$37.6M0.03%700,229CommonSOLE
216648501COOCooper Cos Inc/The$37.4M0.03%338,909CommonSOLE
18467V109YOUClear Secure Inc$37.3M0.03%1,125,098CommonSOLE
45827U109INTAIntapp Inc$37.3M0.03%779,245CommonSOLE
09857L108BKNGBooking Holdings Inc$37.1M0.03%8,817CommonSOLE
24703L202DELLDell Technologies Inc$37.1M0.03%312,870CommonSOLE
G8473T100STESTERIS PLC$37.1M0.03%152,818CommonSOLE
G3323L100FNFabrinet$36.9M0.03%156,089CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$36.8M0.03%319,299CommonSOLE
526057104LENLennar Corp$36.8M0.03%196,214CommonSOLE
49338L103KEYSKeysight Technologies Inc$36.3M0.03%228,231CommonSOLE
165167735EXEChesapeake Energy Corp$36.2M0.03%439,558CommonSOLE
361448103GATXGATX Corp$36.1M0.03%272,600CommonSOLE
207410101CNMDCONMED Corp$35.7M0.03%496,384CommonSOLE
34379V103FLNCFluence Energy Inc$35.3M0.03%1,552,976CommonSOLE
47074L105JAMFJamf Holding Corp$35.1M0.03%2,025,429CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$34.7M0.03%889,100CommonSOLE
26603R106DUOLDuolingo Inc$33.8M0.03%119,862CommonSOLE
23804L103DDOGDatadog Inc$33.7M0.03%292,835CommonSOLE
654106103NKENIKE Inc$33.3M0.03%376,595CommonSOLE
969904101WSMWilliams-Sonoma Inc$32.8M0.03%211,975CommonSOLE
15687V109CERTCertara Inc$32.5M0.03%2,775,859CommonSOLE
76118Y104REZIResideo Technologies Inc$32.4M0.03%1,607,882CommonSOLE
637417106NNNNNN REIT Inc$32.3M0.03%665,514CommonSOLE
19247G107COHRCoherent Corp$31.8M0.02%357,364CommonSOLE
N3144W105XPROExpro Group Holding N.V.$31.7M0.02%1,848,702CommonSOLE
74275K108PCORProcore Technologies Inc$31.7M0.02%514,092CommonSOLE
826919102SLABSilicon Laboratories Inc$31.6M0.02%273,776CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$31.5M0.02%2,916,427CommonSOLE
580589109MGRCMcGrath RentCorp$31.5M0.02%298,834CommonSOLE
22160N109CSGPCoStar Group Inc$31.2M0.02%414,146CommonSOLE
26701L100BROSDutch Bros Inc$31.2M0.02%974,845CommonSOLE
29786A106ETSYEtsy Inc$30.7M0.02%553,191CommonSOLE
59001A102MTHMeritage Homes Corp$30.3M0.02%147,579CommonSOLE
G3730V105FTAIFTAI Aviation Ltd.$30.1M0.02%226,855CommonSOLE
002896207ANFAbercrombie & Fitch Co$29.7M0.02%212,082CommonSOLE
803607100SRPTSarepta Therapeutics Inc$29.6M0.02%237,077CommonSOLE
747525103QCOMQUALCOMM Inc$29.4M0.02%172,606CommonSOLE
668771108GENGen Digital Inc$29.3M0.02%1,068,830CommonSOLE
754730109RJFRaymond James Financial Inc$29.0M0.02%237,131CommonSOLE
16411Q101CQPCheniere Energy Partners LP$28.7M0.02%589,418CommonSOLE
87807B107TRPTC Energy Corp$28.0M0.02%589,527CommonSOLE
608190104MHKMohawk Industries Inc$27.4M0.02%170,598CommonSOLE
44267T102HHHHoward Hughes Holdings Inc$26.8M0.02%346,647CommonSOLE
127097103CTRACoterra Energy Inc$26.5M0.02%1,107,497CommonSOLE
04010L103ARCCAres Capital Corp$26.5M0.02%1,265,812CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$26.2M0.02%294,215CommonSOLE
706327103PBAPembina Pipeline Corp$26.2M0.02%635,770CommonSOLE
09227Q100BLKBBlackbaud, Inc$25.9M0.02%305,832CommonSOLE
962879102WPMWheaton Precious Metals Corp$25.6M0.02%419,904CommonSOLE
219948106CPAYCorpay Inc$25.6M0.02%81,932CommonSOLE
53566V106LINELineage Inc$25.3M0.02%322,998CommonSOLE
37637K108GTLBGitlab Inc$25.1M0.02%486,493CommonSOLE
N6596X109NXPINXP Semiconductors NV$25.0M0.02%104,266CommonSOLE
30040W108ESEversource Energy$24.8M0.02%364,367CommonSOLE
218352102CORTCorcept Therapeutics Inc$24.7M0.02%533,693CommonSOLE
501889208LKQLKQ Corp$24.7M0.02%618,056CommonSOLE
536797103LADLithia Motors Inc$24.4M0.02%76,897CommonSOLE
G87264100TGLSTechnoglass Inc.$24.1M0.02%351,337CommonSOLE
031162100AMGNAmgen Inc$24.0M0.02%74,387CommonSOLE
G1110E107BHVNBiohaven Ltd.$23.9M0.02%479,249CommonSOLE
879369106TFXTeleflex Inc$23.8M0.02%96,283CommonSOLE
68278B107K4FOnestream Inc$23.8M0.02%702,196CommonSOLE
G48833118WFRDWeatherford International plc$23.7M0.02%278,950CommonSOLE
74758T303QLYSQualys Inc$23.6M0.02%183,955CommonSOLE
817565104SCIService Corp International/US$23.5M0.02%297,807CommonSOLE
92047W101VVVValvoline Inc$23.4M0.02%559,864CommonSOLE
298736109EEFTEuronet Worldwide Inc$23.4M0.02%235,795CommonSOLE
436893200HOMBHome Bancshares Inc/AR$23.4M0.02%862,907CommonSOLE
012348108AINAlbany International Corp$23.0M0.02%258,964CommonSOLE
778296103ROSTRoss Stores Inc$22.9M0.02%152,043CommonSOLE
98423F109XMTRXometry Inc$22.8M0.02%1,243,013CommonSOLE
29476L107EQREquity Residential$22.5M0.02%302,096CommonSOLE
736508847PORPortland General Electric Co$22.5M0.02%469,299CommonSOLE
339750101FNDFloor & Decor Holdings Inc$22.3M0.02%179,733CommonSOLE
06417N103OZKBank OZK$22.3M0.02%518,577CommonSOLE
760125104RTORentokil Initial PLC$22.2M0.02%892,140CommonSOLE
G76279101ROIVRoivant Sciences Ltd.$21.5M0.02%1,860,536CommonSOLE
74340E103PGNYProgyny Inc$21.3M0.02%1,268,266CommonSOLE
431636109HLMNHillman Solutions Corp$21.1M0.02%2,001,746CommonSOLE
98887Q104ZLABZai Lab Ltd$21.1M0.02%873,178CommonSOLE
49803T300KRGKite Realty Group Trust$21.1M0.02%792,674CommonSOLE
579780206MKCMcCormick & Co Inc/MD$20.8M0.02%252,817CommonSOLE
22002T108CDPCOPT Defense Properties$20.8M0.02%685,577CommonSOLE
26969P108EXPEagle Materials Inc$20.8M0.02%72,141CommonSOLE
69370C100PTCPTC Inc$20.7M0.02%114,611CommonSOLE
44925C103ICFIICF International Inc$20.7M0.02%124,101CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$20.7M0.02%629,048CommonSOLE
938824109WAFDWaFd Inc$20.7M0.02%592,922CommonSOLE
74319R101PRGPROG Holdings Inc$20.6M0.02%424,609CommonSOLE
114340102AZTAAzenta Inc$20.3M0.02%419,074CommonSOLE
29355A107ENPHEnphase Energy Inc$20.2M0.02%178,300CommonSOLE
316773100FITBFifth Third Bancorp$19.7M0.02%460,231CommonSOLE
29362U104ENTGEntegris Inc$19.7M0.02%174,665CommonSOLE
74164F103PRIMPrimoris Services Corp$19.4M0.02%334,537CommonSOLE
82982L103SITESiteOne Landscape Supply Inc$18.5M0.01%122,523CommonSOLE
781846209RUSHARush Enterprises Inc$18.4M0.01%347,989CommonSOLE
292554102ECPGEncore Capital Group Inc$18.2M0.01%385,582CommonSOLE
253868103DLRDigital Realty Trust Inc$18.0M0.01%111,416CommonSOLE
453836108INDBIndependent Bank Corp$18.0M0.01%304,280CommonSOLE
80874P109LNWOLight & Wonder Inc$18.0M0.01%197,935CommonSOLE
719405102PLABPhotronics Inc$17.8M0.01%720,377CommonSOLE
74736L109QTWOQ2 Holdings Inc$17.7M0.01%221,928CommonSOLE
088929104BGCBGC Group Inc$17.5M0.01%1,905,244CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$17.3M0.01%273,339CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$17.2M0.01%245,394CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$17.2M0.01%239,182CommonSOLE
87975H100TIXTTELUS International CDA Inc$17.2M0.01%4,408,482CommonSOLE
74624M102PPure Storage Inc$17.1M0.01%340,062CommonSOLE
830879102SKYWSkywest Inc$16.7M0.01%196,987CommonSOLE
226718104CRTOCriteo SA$16.5M0.01%409,871CommonSOLE
29275Y102ENSEnerSys$16.4M0.01%161,117CommonSOLE
147448104CWSTCasella Waste Systems Inc$16.4M0.01%165,231CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$16.3M0.01%227,442CommonSOLE
880779103TEXTerex Corp$16.1M0.01%305,201CommonSOLE
464287648IWOiShares Russell 2000 Growth ETF$16.1M0.01%56,609CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corp$16.0M0.01%368,533CommonSOLE
68235P108OGSONE Gas Inc$15.8M0.01%212,719CommonSOLE
85472N109STNStantec Inc$15.8M0.01%196,291CommonSOLE
737630103PCHPotlatchDeltic Corp$15.6M0.01%346,543CommonSOLE
80105N105SNYSanofi SA$15.6M0.01%269,840CommonSOLE
26142V105DKNGDraftKings Inc$15.5M0.01%395,254CommonSOLE
86333M108LRNStride Inc$15.5M0.01%181,275CommonSOLE
92839U206VCVisteon Corp$15.4M0.01%161,631CommonSOLE
G0585R106AGOAssured Guaranty Ltd$15.0M0.01%189,061CommonSOLE
500643200KFYKorn Ferry$14.9M0.01%198,593CommonSOLE
01748X102ALGTAllegiant Travel Co$14.9M0.01%270,952CommonSOLE
553368101MPMP Materials Corp$14.9M0.01%841,792CommonSOLE
12653C108CNXCNX Resources Corp$14.8M0.01%453,944CommonSOLE
691497309OXMOxford Industries Inc$14.7M0.01%169,374CommonSOLE
898202106TRUPTrupanion Inc$14.5M0.01%344,254CommonSOLE
G8232Y101SMART Global Holdings Inc$14.4M0.01%689,283CommonSOLE
680665205OLNOlin Corp$14.1M0.01%293,581CommonSOLE
758075402RWTRedwood Trust Inc$13.9M0.01%1,803,647CommonSOLE
204166102CVLTCommVault Systems Inc$13.7M0.01%89,139CommonSOLE
465741106ITRIItron Inc$13.5M0.01%126,050CommonSOLE
529043101LXPUSDLXP Industrial Trust$13.4M0.01%1,330,953CommonSOLE
G3198U102ESNTEssent Group Ltd$13.3M0.01%206,653CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$12.9M0.01%121,691CommonSOLE

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.