MondegarAI
Clearbridge Investments, LLC

Q4 2024 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2025-02-12 · accession 0001348883-25-000002

$123.39B
Reported value
713
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 713

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$5.16B4.18%12,237,284CommonSOLE
67066G104NVDANVIDIA Corp$4.60B3.73%34,267,986CommonSOLE
023135106AMZNAmazon.com Inc$4.13B3.34%18,811,461CommonSOLE
037833100AAPLApple Inc$4.00B3.24%15,979,440CommonSOLE
30303M102METAMeta Platforms Inc$3.20B2.59%5,461,224CommonSOLE
92826C839VVisa Inc$3.11B2.52%9,850,347CommonSOLE
11135F101AVGOBroadcom Inc$2.59B2.10%11,186,749CommonSOLE
91324P102UNHUnitedHealth Group Inc$2.19B1.78%4,333,891CommonSOLE
02079K305GOOGLAlphabet Inc$1.75B1.41%9,220,676CommonSOLE
64110L106NFLXNetflix Inc$1.69B1.37%1,891,858CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.61B1.30%6,709,410CommonSOLE
816851109SRESempra$1.23B0.99%13,989,939CommonSOLE
79466L302CRMSalesforce Inc$1.17B0.95%3,490,948CommonSOLE
75513E101RTXRTX Corp$1.09B0.88%9,397,896CommonSOLE
907818108UNPUnion Pacific Corp$1.06B0.86%4,649,767CommonSOLE
G29183103ETNEaton Corp PLC$1.06B0.86%3,185,918CommonSOLE
384802104GWWWW Grainger Inc$1.01B0.82%961,315CommonSOLE
89417E109TRVTravelers Cos Inc/The$992.3M0.80%4,119,149CommonSOLE
883556102TMOThermo Fisher Scientific Inc$963.0M0.78%1,851,189CommonSOLE
68389X105ORCLOracle Corp$899.7M0.73%5,399,376CommonSOLE
697435105PANWPalo Alto Networks Inc$868.9M0.70%4,775,171CommonSOLE
N07059210ASMLASML Holding NV$868.3M0.70%1,252,849CommonSOLE
969457100WMBWilliams Cos Inc/The$860.0M0.70%15,890,879CommonSOLE
532457108LLYEli Lilly & Co$844.6M0.68%1,094,096CommonSOLE
478160104JNJJohnson & Johnson$837.0M0.68%5,787,442CommonSOLE
G1151C101ACNAccenture PLC$829.1M0.67%2,356,751CommonSOLE
824348106SHWSherwin-Williams Co/The$825.7M0.67%2,428,978CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$817.2M0.66%4,138,103CommonSOLE
30231G102XOMExxon Mobil Corp$816.8M0.66%7,381,098CommonSOLE
872590104TMUST-Mobile US Inc$810.8M0.66%3,673,269CommonSOLE
46120E602ISRGIntuitive Surgical Inc$805.9M0.65%1,543,919CommonSOLE
70450Y103PYPLPayPal Holdings Inc$797.2M0.65%9,340,162CommonSOLE
88160R101TSLATesla Inc$780.5M0.63%1,932,700CommonSOLE
29250N105ENBEnbridge Inc$775.4M0.63%18,275,318CommonSOLE
075887109BDXBecton Dickinson & Co$766.6M0.62%3,378,906CommonSOLE
G54950103LINLinde plc$762.3M0.62%1,830,655CommonSOLE
443573100HUBSHubSpot Inc$761.6M0.62%1,093,037CommonSOLE
863667101SYKStryker Corp$755.7M0.61%2,098,886CommonSOLE
20030N101CMCSAComcast Corp$755.2M0.61%20,123,083CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$745.3M0.60%1,850,858CommonSOLE
060505104BACBank of America Corp$741.7M0.60%16,875,268CommonSOLE
29444U700EQIXEquinix Inc$736.5M0.60%781,135CommonSOLE
872540109TJXTJX Cos Inc/The$715.3M0.58%5,921,211CommonSOLE
052769106ADSKAutodesk Inc$699.3M0.57%2,366,077CommonSOLE
461202103INTUIntuit Inc$696.2M0.56%1,107,767CommonSOLE
98138H101WDAYWorkday Inc$687.2M0.56%2,663,398CommonSOLE
14040H105COFCapital One Financial Corp$679.6M0.55%3,811,315CommonSOLE
78409V104SPGIS&P Global Inc$662.6M0.54%1,330,426CommonSOLE
81762P102NOWServiceNow Inc$661.0M0.54%623,530CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$642.7M0.52%3,025,709CommonSOLE
929160109VMCVulcan Materials Co$641.0M0.52%2,491,835CommonSOLE
26884L109EQTEQT Corp$637.7M0.52%13,829,938CommonSOLE
03027X100AMTAmerican Tower Corp$637.6M0.52%3,476,429CommonSOLE
82509L107SHOPShopify Inc$619.8M0.50%5,828,705CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$613.4M0.50%1,792,661CommonSOLE
00724F101ADBEAdobe Inc$584.6M0.47%1,314,546CommonSOLE
G87052109TELTE Connectivity plc$581.1M0.47%4,064,822CommonSOLE
58933Y105MRKMerck & Co Inc$578.3M0.47%5,813,122CommonSOLE
61174X109MNSTMonster Beverage Corp$575.0M0.47%10,940,300CommonSOLE
009066101ABNBAirbnb Inc$571.5M0.46%4,349,026CommonSOLE
90353T100UBERUber Technologies Inc$566.7M0.46%9,394,721CommonSOLE
742718109PGProcter & Gamble Co/The$563.6M0.46%3,361,809CommonSOLE
94106L109WMWaste Management Inc$539.1M0.44%2,671,480CommonSOLE
437076102HDHome Depot Inc/The$535.8M0.43%1,377,496CommonSOLE
009158106APDAir Products and Chemicals Inc$532.0M0.43%1,834,077CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$527.9M0.43%7,294,919CommonSOLE
03769M106APOApollo Global Management Inc$527.8M0.43%3,195,842CommonSOLE
35671D857FCXFreeport-McMoRan Inc$509.1M0.41%13,367,924CommonSOLE
191216100KOCoca-Cola Co/The$494.0M0.40%7,991,009CommonSOLE
254687106DISWALT DISNEY COMPANY$465.9M0.38%4,183,835CommonSOLE
59156R108METMetLife Inc$463.7M0.38%5,663,177CommonSOLE
00287Y109ABBVAbbVie Inc$460.4M0.37%2,590,852CommonSOLE
98978V103ZTSZoetis Inc$459.3M0.37%2,819,024CommonSOLE
666807102NOCNorthrop Grumman Corp$454.0M0.37%967,335CommonSOLE
H01301128ALCAlcon AG$439.8M0.36%5,180,353CommonSOLE
G51502105JCIJohnson Controls International plc$435.7M0.35%5,519,909CommonSOLE
855244109SBUXStarbucks Corp$434.4M0.35%4,760,722CommonSOLE
G4705A100ICLRICON PLC$430.3M0.35%2,051,977CommonSOLE
502431109LHXL3Harris Technologies Inc$417.2M0.34%1,984,233CommonSOLE
71377A103PFGCPerformance Food Group Co$415.6M0.34%4,914,844CommonSOLE
931142103WMTWalmart Inc$414.4M0.34%4,586,413CommonSOLE
92537N108VRTVertiv Holdings Co$414.4M0.34%3,647,326CommonSOLE
053484101AVBAvalonBay Communities Inc$393.1M0.32%1,786,853CommonSOLE
281020107EIXEdison International$390.3M0.32%4,887,930CommonSOLE
45866F104ICEIntercontinental Exchange Inc$390.2M0.32%2,618,867CommonSOLE
87612E106TGTTarget Corp$389.4M0.32%2,880,545CommonSOLE
04016X101ARGXArgenx SE$387.3M0.31%629,828CommonSOLE
20825C104COPConocoPhillips$373.1M0.30%3,762,068CommonSOLE
670100205NVONovo Nordisk A/S$368.5M0.30%4,283,317CommonSOLE
45784P101PODDInsulet Corp$367.2M0.30%1,406,353CommonSOLE
375558103GILDGilead Sciences Inc$367.1M0.30%3,973,798CommonSOLE
803054204SAPSAP SE$355.0M0.29%1,441,844CommonSOLE
983793100XPOXPO Inc$348.5M0.28%2,657,361CommonSOLE
438516106HONHoneywell International Inc$348.1M0.28%1,540,988CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$336.4M0.27%494CommonSOLE
147528103CASYCasey's General Stores Inc$332.0M0.27%838,022CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$319.3M0.26%704,367CommonSOLE
29273V100ETEnergy Transfer LP$316.7M0.26%16,165,263CommonSOLE
293792107EPDEnterprise Products Partners LP$315.8M0.26%10,068,872CommonSOLE
405552100HLNHaleon PLC$312.9M0.25%32,803,243CommonSOLE
03831W108APPAppLovin Corp$306.9M0.25%947,642CommonSOLE
902973304USBUS Bancorp$305.3M0.25%6,383,454CommonSOLE
026874784AIGAmerican International Group Inc$300.9M0.24%4,132,727CommonSOLE
808513105SCHWCharles Schwab Corp/The$300.6M0.24%4,062,247CommonSOLE
573874104MRVLMarvell Technology Inc$280.5M0.23%2,539,482CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$276.2M0.22%1,432,355CommonSOLE
26622P107DOCSDoximity Inc$273.4M0.22%5,121,344CommonSOLE
713448108PEPPepsiCo Inc$266.9M0.22%1,755,099CommonSOLE
81141R100SESea Ltd$266.2M0.22%2,509,363CommonSOLE
184496107CLHClean Harbors Inc$265.9M0.22%1,155,334CommonSOLE
G25508105CRHCRH PLC$252.6M0.20%2,729,697CommonSOLE
72352L106PINSPinterest Inc$249.5M0.20%8,603,664CommonSOLE
971378104WSCWillScot Holdings Corp$247.0M0.20%7,384,130CommonSOLE
256163106DOCUDocuSign Inc$240.8M0.20%2,677,010CommonSOLE
49456B101KMIKinder Morgan Inc$240.8M0.20%8,788,380CommonSOLE
166764100CVXChevron Corp$238.6M0.19%1,647,356CommonSOLE
233331107DTEDTE Energy Co$233.1M0.19%1,930,734CommonSOLE
87256C101TKOTKO Group Holdings Inc$231.8M0.19%1,631,450CommonSOLE
89531P105TREXTrex Co Inc$231.0M0.19%3,347,062CommonSOLE
053015103ADPAutomatic Data Processing Inc$229.7M0.19%784,823CommonSOLE
03990B101ARESAres Management Corp$228.5M0.19%1,290,741CommonSOLE
046353108AZNNAstraZeneca PLC$227.0M0.18%3,464,189CommonSOLE
M98068105WIXWix.com Ltd$225.5M0.18%1,051,035CommonSOLE
58155Q103MCKMcKesson Corp$223.0M0.18%391,280CommonSOLE
26856L103ELFelf Beauty Inc$222.5M0.18%1,772,528CommonSOLE
884903808TRI4EURThomson Reuters Corp$220.7M0.18%1,376,012CommonSOLE
743315103PGRProgressive Corp/The$219.2M0.18%914,838CommonSOLE
882508104TXNTexas Instruments Inc$217.7M0.18%1,161,171CommonSOLE
904767704Unilever PLC$210.9M0.17%3,719,284CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$208.2M0.17%2,330,361CommonSOLE
48251W104KKRKKR & Co Inc$201.5M0.16%1,362,269CommonSOLE
682680103OKEOneok Inc$198.5M0.16%1,976,864CommonSOLE
42226A107HQYHealthEquity Inc$197.7M0.16%2,060,026CommonSOLE
126650100CVSCVS Health Corp$197.4M0.16%4,397,121CommonSOLE
74460D109PSAPUBLIC STORAGE$195.9M0.16%654,078CommonSOLE
N3167Y103RACEFerrari NV$195.3M0.16%459,651CommonSOLE
69351T106PPLPPL Corp$194.2M0.16%5,982,984CommonSOLE
172908105CTASCintas Corp$193.6M0.16%1,059,592CommonSOLE
169656105CMGChipotle Mexican Grill Inc$191.8M0.16%3,180,051CommonSOLE
693506107PPGPPG Industries Inc$191.7M0.16%1,605,110CommonSOLE
291011104EMREmerson Electric Co$187.6M0.15%1,513,435CommonSOLE
36262G101GXOGXO Logistics Inc$183.9M0.15%4,228,144CommonSOLE
122017106BURLBurlington Stores Inc$183.8M0.15%644,801CommonSOLE
780087102RYRoyal Bank of Canada$183.6M0.15%1,523,267CommonSOLE
025816109AXPAmerican Express Co$183.5M0.15%618,212CommonSOLE
833445109SNOWSnowflake Inc$181.7M0.15%1,177,057CommonSOLE
82452J109FOURShift4 Payments Inc$181.1M0.15%1,745,084CommonSOLE
75524B104RBCRBC Bearings Inc$178.5M0.14%596,591CommonSOLE
02079K107GOOGAlphabet Inc$178.3M0.14%936,365CommonSOLE
892356106TSCOTractor Supply Co$175.1M0.14%3,300,360CommonSOLE
891160509TDToronto-Dominion Bank/The$173.3M0.14%3,254,825CommonSOLE
871607107SNPSSynopsys Inc$169.0M0.14%348,229CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$167.7M0.14%1,810,214CommonSOLE
55354G100MSCIMSCI Inc$165.8M0.13%276,297CommonSOLE
21036P108STZConstellation Brands Inc$164.1M0.13%742,458CommonSOLE
040413205ANETArista Networks Inc$163.3M0.13%1,477,237CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$160.3M0.13%279,883CommonSOLE
278865100ECLEcolab Inc$158.8M0.13%677,912CommonSOLE
21871X109CRBGCorebridge Financial Inc$158.8M0.13%5,305,120CommonSOLE
92840M102VSTVistra Corp$158.7M0.13%1,150,834CommonSOLE
620076307MSIMotorola Solutions Inc$158.7M0.13%343,247CommonSOLE
70975L107PENPenumbra Inc$157.7M0.13%663,948CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$156.9M0.13%889,196CommonSOLE
94106B101WCNWaste Connections Inc$156.7M0.13%912,986CommonSOLE
974155103WINGWingstop Inc$153.5M0.12%540,061CommonSOLE
538034109LYVLive Nation Entertainment Inc$150.7M0.12%1,163,735CommonSOLE
68268W103OMFOneMain Holdings Inc$150.4M0.12%2,885,961CommonSOLE
58733R102MELIMercadoLibre Inc$148.8M0.12%87,533CommonSOLE
852234103XYZBlock Inc$147.8M0.12%1,739,182CommonSOLE
337738108FISVFiserv Inc$147.5M0.12%718,007CommonSOLE
573284106MLMMartin Marietta Materials Inc$147.1M0.12%284,887CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$144.6M0.12%640,834CommonSOLE
458140100INTCIntel Corp$144.0M0.12%7,180,529CommonSOLE
063671101BMOBank of Montreal$143.1M0.12%1,465,507CommonSOLE
159864107CRLCharles River Laboratories International Inc$143.1M0.12%775,213CommonSOLE
626755102MUSAMurphy USA Inc$142.8M0.12%284,564CommonSOLE
L8681T102SPOTSpotify Technology SA$142.8M0.12%319,131CommonSOLE
55336V100MPLXMPLX LP$142.5M0.12%2,976,393CommonSOLE
25243Q205DEODiageo PLC$141.7M0.11%1,114,467CommonSOLE
244199105DEDeere & Co$141.6M0.11%334,211CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$140.8M0.11%1,686,384CommonSOLE
87612G101TRGPTarga Resources Corp$140.4M0.11%786,630CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$140.1M0.11%1,623,439CommonSOLE
92338C103VLTOVeralto Corp$137.8M0.11%1,352,960CommonSOLE
37045V100GMGeneral Motors Co$136.2M0.11%2,557,423CommonSOLE
58506Q109MEDPMedpace Holdings Inc$136.1M0.11%409,711CommonSOLE
701094104PHParker-Hannifin Corp$135.6M0.11%213,207CommonSOLE
92939U106WECWEC Energy Group Inc$134.9M0.11%1,434,886CommonSOLE
595017104MCHPMicrochip Technology Inc$133.1M0.11%2,320,212CommonSOLE
407497106HLNEHamilton Lane Inc$131.9M0.11%890,610CommonSOLE
69331C108PCGPG&E Corp$130.8M0.11%6,479,470CommonSOLE
136375102CNICanadian National Railway Co$130.1M0.11%1,281,715CommonSOLE
457669307INSMInsmed Inc$129.7M0.11%1,878,450CommonSOLE
16679L109CHWYChewy Inc$129.5M0.10%3,866,680CommonSOLE
879360105TDYTeledyne Technologies Inc$127.8M0.10%275,401CommonSOLE
11271J107BNBrookfield Corp$127.7M0.10%2,222,358CommonSOLE
576485205MTDRMatador Resources Co$126.5M0.10%2,249,058CommonSOLE
835699307SONYSony Group Corp$125.5M0.10%5,929,924CommonSOLE
G65431127NENoble Corporation plc$124.1M0.10%3,950,714CommonSOLE
M5216V106GLBEGlobal-E Online Ltd.$123.7M0.10%2,268,618CommonSOLE
595112103MUMicron Technology Inc$120.5M0.10%1,431,434CommonSOLE
349553107FTSFortis Inc/Canada$120.3M0.10%2,892,968CommonSOLE
68902V107OTISOtis Worldwide Corp$120.3M0.10%1,298,514CommonSOLE
268150109DTDynatrace Inc$120.0M0.10%2,207,192CommonSOLE
40415F101HDBHDFC Bank Ltd$119.7M0.10%1,874,329CommonSOLE
064149107BNSBank of Nova Scotia/The$119.2M0.10%2,218,646CommonSOLE
70435P102Paycor HCM Inc$118.6M0.10%6,386,128CommonSOLE
518415104LSCCLattice Semiconductor Corp$118.4M0.10%2,089,923CommonSOLE
228368106CCKCrown Holdings Inc$117.6M0.10%1,421,951CommonSOLE
217204106CPRTCopart Inc$115.6M0.09%2,014,389CommonSOLE
19247A100CNSCohen & Steers Inc$115.4M0.09%1,249,806CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$115.0M0.09%97,021CommonSOLE
552848103MTGMGIC Investment Corp$114.6M0.09%4,832,677CommonSOLE
922280102VRNSVaronis Systems Inc$114.2M0.09%2,569,276CommonSOLE
00187Y100APGAPI Group Corp$113.9M0.09%3,166,969CommonSOLE
320517105FHNFirst Horizon Corp$113.3M0.09%5,626,107CommonSOLE
72651A207PAGPPlains GP Holdings LP$113.1M0.09%6,152,201CommonSOLE
277432100EMNEastman Chemical Co$112.3M0.09%1,229,707CommonSOLE
37940X102GPNGlobal Payments Inc$111.6M0.09%995,487CommonSOLE
05722G100BKRBaker Hughes Co$111.1M0.09%2,707,639CommonSOLE
42809H107HESHess Corp$110.7M0.09%832,582CommonSOLE
441593100HLIHoulihan Lokey Inc$110.3M0.09%635,360CommonSOLE
97650W108WTFCWintrust Financial Corp$107.9M0.09%865,409CommonSOLE
02665T306AMHAmerican Homes 4 Rent$105.6M0.09%2,821,944CommonSOLE
45168D104IDXXIdexx Laboratories Inc$104.2M0.08%252,128CommonSOLE
404030108HEESEURH&E Equipment Services Inc$103.8M0.08%2,119,455CommonSOLE
09581B103OWLBlue Owl Capital Inc$103.7M0.08%4,457,672CommonSOLE
806857108SLBSchlumberger NV$101.7M0.08%2,652,804CommonSOLE
22052L104CTVACorteva Inc$100.6M0.08%1,765,829CommonSOLE
044186104ASHAshland Inc$100.6M0.08%1,407,423CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$100.5M0.08%538,064CommonSOLE
69343T107PJTPJT Partners Inc$100.2M0.08%634,846CommonSOLE
05605H100BWXTBWX Technologies Inc$100.1M0.08%899,013CommonSOLE
12008R107BLDRBuilders FirstSource Inc$98.7M0.08%690,237CommonSOLE
759530108RELXRELX PLC$97.7M0.08%2,151,851CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$97.7M0.08%2,322,205CommonSOLE
34959E109FTNTFortinet Inc$97.6M0.08%1,032,932CommonSOLE
758750103RRXRegal Rexnord Corp$95.8M0.08%617,762CommonSOLE
30212P303EXPEExpedia Group Inc$95.6M0.08%512,981CommonSOLE
25659T107DLBDolby Laboratories Inc$91.1M0.07%1,165,919CommonSOLE
878742204TECKTeck Resources Ltd$90.7M0.07%2,238,569CommonSOLE
92243G108PCVXVaxcyte Inc$90.2M0.07%1,102,486CommonSOLE
86881A100SGRYSurgery Partners Inc$89.6M0.07%4,234,536CommonSOLE
49845K101KVYOKlaviyo Inc$89.4M0.07%2,168,336CommonSOLE
958669103WESWestern Midstream Partners LP$89.3M0.07%2,324,043CommonSOLE
351858105FNVFranco-Nevada Corp$88.9M0.07%756,117CommonSOLE
87422Q109TLNTalen Energy Corp$88.1M0.07%437,111CommonSOLE
87971M103TUTELUS Corp$83.8M0.07%6,177,634CommonSOLE
55261F104MTBM&T Bank Corp$82.5M0.07%438,577CommonSOLE
683715106OTEXOpen Text Corp$80.2M0.07%2,833,612CommonSOLE
M2682V108CYBRCyberArk Software Ltd$80.2M0.07%240,801CommonSOLE
548661107LOWLowe's Cos Inc$80.0M0.06%324,318CommonSOLE
95082P105WCCWESCO International Inc$79.6M0.06%440,031CommonSOLE
124765108CAECAE Inc$79.5M0.06%3,133,171CommonSOLE
83088M102SWKSSkyworks Solutions Inc$79.0M0.06%890,659CommonSOLE
513272104LWLamb Weston Holdings Inc$78.9M0.06%1,180,629CommonSOLE
85209W109SPTSprout Social Inc$78.8M0.06%2,564,758CommonSOLE
452308109ITWIllinois Tool Works Inc$77.5M0.06%305,762CommonSOLE
093712107BEBloom Energy Corp$77.5M0.06%3,488,955CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$77.4M0.06%890,203CommonSOLE
892672106TWTradeweb Markets Inc$76.9M0.06%587,304CommonSOLE
781154109RBRKRubrik Inc$76.7M0.06%1,173,215CommonSOLE
12504L109CBRECBRE Group Inc$76.2M0.06%580,186CommonSOLE
05534B760BCEBCE Inc$75.7M0.06%3,263,813CommonSOLE
127203107WHDCactus Inc$74.9M0.06%1,284,023CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$74.0M0.06%3,384,997CommonSOLE
958102105WDCWestern Digital Corp$73.1M0.06%1,225,201CommonSOLE
L44385109GLOBGlobant S.A.$72.8M0.06%339,459CommonSOLE
00130H105AESAES Corp/The$71.8M0.06%5,579,921CommonSOLE
G5960L103MDTMedtronic PLC$70.8M0.06%886,302CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$70.7M0.06%11,189CommonSOLE
45167R104IEXIDEX Corp$70.1M0.06%335,148CommonSOLE
222070203COTYCoty Inc$68.4M0.06%9,824,638CommonSOLE
G3730V105FTAIFTAI Aviation Ltd.$66.7M0.05%463,411CommonSOLE
12532H104GIBCGI Inc$66.7M0.05%610,547CommonSOLE
09260D107BXBlackstone Inc$66.2M0.05%383,771CommonSOLE
60937P106MDBMongoDB Inc$66.1M0.05%283,763CommonSOLE
750491102RDNTRadNet Inc$65.8M0.05%942,082CommonSOLE
12572Q105CMECME Group Inc$65.1M0.05%280,138CommonSOLE
428103105HESMHess Midstream LP$64.9M0.05%1,751,875CommonSOLE
78410G104SBACSBA Communications Corp$64.3M0.05%315,544CommonSOLE
642045108AESIAtlas Energy Solutions Inc$63.6M0.05%2,866,378CommonSOLE
617446448MSMorgan Stanley$62.9M0.05%500,016CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$62.2M0.05%568,959CommonSOLE
21044C107ROADConstruction Partners Inc$62.2M0.05%702,823CommonSOLE
88339J105TTDTrade Desk Inc/The$61.6M0.05%524,028CommonSOLE
827048109SLGNSilgan Holdings Inc$60.3M0.05%1,158,629CommonSOLE
65339F101NEENextEra Energy Inc$60.2M0.05%839,682CommonSOLE
057665200BCPCBalchem Corp$60.0M0.05%368,310CommonSOLE
34964C106FBINFortune Brands Innovations Inc$60.0M0.05%877,658CommonSOLE
539439109LYGLloyds Banking Group PLC$59.2M0.05%21,754,568CommonSOLE
25278X109FANGDiamondback Energy Inc$59.0M0.05%359,966CommonSOLE
671044105OSISOSI Systems Inc$58.4M0.05%348,821CommonSOLE
22160K105COSTCostco Wholesale Corp$57.8M0.05%63,070CommonSOLE
09073M104TECHBio-Techne Corp$57.7M0.05%801,625CommonSOLE
70438V106PCTYPaylocity Holding Corp$57.4M0.05%287,713CommonSOLE
63947X101NCNOnCino Inc$57.4M0.05%1,708,602CommonSOLE
03676B102AMAntero Midstream Corp$57.3M0.05%3,797,393CommonSOLE
227046109CROXCrocs Inc$57.3M0.05%522,809CommonSOLE
194162103CLColgate-Palmolive Co$57.0M0.05%627,425CommonSOLE
81730H109SSentinelOne Inc$56.7M0.05%2,552,471CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$56.6M0.05%1,618,220CommonSOLE
69608A108PLTRPalantir Technologies Inc$56.0M0.05%740,874CommonSOLE
609207105MDLZMondelez International Inc$55.8M0.05%934,272CommonSOLE
235851102DHRDanaher Corp$55.5M0.04%241,788CommonSOLE
88322Q108TGTXTG Therapeutics Inc$55.2M0.04%1,835,127CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$54.7M0.04%560,512CommonSOLE
09290D101BLKBlackrock Inc$54.4M0.04%53,040CommonSOLE
78709Y105SAIASaia Inc$54.2M0.04%119,033CommonSOLE
726503105PAAPlains All American Pipeline LP$53.6M0.04%3,138,271CommonSOLE
615394202MOG/AMoog Inc$53.6M0.04%272,310CommonSOLE
G6700G107NVTnVent Electric PLC$53.2M0.04%779,967CommonSOLE
19247G107COHRCoherent Corp$52.6M0.04%555,390CommonSOLE
69553P100PDPagerDuty Inc$52.2M0.04%2,857,679CommonSOLE
75734B100RDDTReddit Inc$52.1M0.04%318,897CommonSOLE
78464A870XBISPDR S&P Biotech ETF$51.5M0.04%571,664CommonSOLE
45827U109INTAIntapp Inc$51.2M0.04%798,968CommonSOLE
770700102HOODRobinhood Markets Inc$50.3M0.04%1,348,839CommonSOLE
98423F109XMTRXometry Inc$50.2M0.04%1,177,415CommonSOLE
00217Y104ATSATS Corp$49.6M0.04%1,627,746CommonSOLE
39874R101GOGrocery Outlet Holding Corp$49.3M0.04%3,158,059CommonSOLE
G8994E103TTTrane Technologies PLC$49.0M0.04%132,745CommonSOLE
28618M106ESIElement Solutions Inc$48.8M0.04%1,918,577CommonSOLE
98887Q104ZLABZai Lab Ltd$48.8M0.04%1,862,842CommonSOLE
760759100RSGRepublic Services Inc$48.6M0.04%241,797CommonSOLE
26701L100BROSDutch Bros Inc$48.3M0.04%921,267CommonSOLE
05946K101BBVABanco Bilbao Vizcaya Argentaria SA$47.7M0.04%4,906,926CommonSOLE
706327103PBAPembina Pipeline Corp$47.3M0.04%1,279,008CommonSOLE
67077M108NTRNutrien Ltd$47.0M0.04%1,051,148CommonSOLE
632307104NTRANatera Inc$46.6M0.04%294,395CommonSOLE
86614U1007SUSummit Materials Inc$46.4M0.04%917,924CommonSOLE
05352A100AVTRAvantor Inc$46.4M0.04%2,201,171CommonSOLE
74340W103PLDProLogis Inc$45.9M0.04%434,667CommonSOLE
H1467J104CBChubb Ltd$45.8M0.04%165,604CommonSOLE
40171V100GWREGuidewire Software Inc$44.8M0.04%265,787CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group Inc$44.8M0.04%3,822,530CommonSOLE
09857L108BKNGBooking Holdings Inc$43.8M0.04%8,813CommonSOLE
165167735EXEExpand Energy Corp$43.7M0.04%439,314CommonSOLE
45780R101IBPInstalled Building Products Inc$43.6M0.04%248,827CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$43.6M0.04%319,299CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$42.8M0.03%490,779CommonSOLE
058498106BALLBall Corp$41.7M0.03%757,156CommonSOLE
361448103GATXGATX Corp$41.0M0.03%264,463CommonSOLE
33767E202FSVFirstService Corp$40.9M0.03%225,761CommonSOLE
16411R208LNGCheniere Energy Inc$40.8M0.03%189,880CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$40.4M0.03%516,665CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$40.0M0.03%352,421CommonSOLE
219948106CPAYCorpay Inc$40.0M0.03%118,116CommonSOLE
G0450A105ACGLArch Capital Group Ltd$38.1M0.03%413,002CommonSOLE
98956A105ZETAZeta Global Holdings Corp$38.0M0.03%2,111,522CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$37.9M0.03%925,727CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$37.8M0.03%785,579CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$37.5M0.03%907,317CommonSOLE
002896207ANFAbercrombie & Fitch Co$37.5M0.03%250,908CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$37.2M0.03%63,412CommonSOLE
207410101CNMDCONMED Corp$37.2M0.03%542,966CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$37.1M0.03%1,167,098CommonSOLE
754730109RJFRaymond James Financial Inc$37.1M0.03%238,599CommonSOLE
76118Y104REZIResideo Technologies Inc$36.8M0.03%1,598,274CommonSOLE
49338L103KEYSKeysight Technologies Inc$36.6M0.03%227,908CommonSOLE
G48833118WFRDWeatherford International plc$36.3M0.03%506,292CommonSOLE
15135U109CVECENOVUS ENERGY INC$35.7M0.03%2,356,673CommonSOLE
136385101CNQCanadian Natural Resources Ltd$35.7M0.03%1,155,514CommonSOLE
030420103AWKAmerican Water Works Co Inc$35.4M0.03%284,019CommonSOLE
86765K109SUNSunoco LP$35.3M0.03%685,430CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$35.2M0.03%987,993CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$34.9M0.03%524,088CommonSOLE
30161N101EXCExelon Corp$34.5M0.03%917,303CommonSOLE
G3323L100FNFabrinet$34.5M0.03%156,726CommonSOLE
08265T208BSYBentley Systems Inc$34.3M0.03%735,318CommonSOLE
47074L105JAMFJamf Holding Corp$34.2M0.03%2,434,960CommonSOLE
194693107CIGIColliers International Group Inc$34.2M0.03%251,310CommonSOLE
683344105ONTOOnto Innovation Inc$34.1M0.03%204,637CommonSOLE
826919102SLABSilicon Laboratories Inc$34.0M0.03%273,776CommonSOLE
580589109MGRCMcGrath RentCorp$33.9M0.03%303,566CommonSOLE
26603R106DUOLDuolingo Inc$33.9M0.03%104,693CommonSOLE
56501R106MFCManulife Financial Corp$33.8M0.03%1,101,946CommonSOLE
539830109LMTLockheed Martin Corp$33.5M0.03%68,880CommonSOLE
516544103LNTHLantheus Holdings Inc$33.0M0.03%369,151CommonSOLE
31488V107FERGFerguson Enterprises Inc$32.8M0.03%188,997CommonSOLE
69370C100PTCPTC Inc$32.5M0.03%176,619CommonSOLE
629209305NMIHNMI Holdings Inc$32.3M0.03%879,176CommonSOLE
609839105MPWRMonolithic Power Systems Inc$31.2M0.03%52,746CommonSOLE
G8473T100STESTERIS PLC$31.1M0.03%151,433CommonSOLE
460146103IPInternational Paper Co$31.1M0.03%577,453CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corp$31.1M0.03%564,328CommonSOLE
04010L103ARCCAres Capital Corp$30.6M0.02%1,399,012CommonSOLE
371927104GELGenesis Energy LP$30.6M0.02%3,026,583CommonSOLE
512807306LRCXLam Research Corp$30.4M0.02%421,563CommonSOLE
882681109TXRHTexas Roadhouse Inc$30.1M0.02%166,628CommonSOLE
34379V103FLNCFluence Energy Inc$29.4M0.02%1,849,301CommonSOLE
85472N109STNStantec Inc$29.3M0.02%373,983CommonSOLE
22160N109CSGPCoStar Group Inc$29.3M0.02%408,638CommonSOLE
35138V102FOXFFox Factory Holding Corp$29.1M0.02%959,724CommonSOLE
803607100SRPTSarepta Therapeutics Inc$28.8M0.02%237,078CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$28.5M0.02%2,729,420CommonSOLE
171484108CHDNChurchill Downs Inc$28.4M0.02%212,440CommonSOLE
87807B107TRPTC Energy Corp$27.4M0.02%589,883CommonSOLE
526057104LENLennar Corp$27.4M0.02%201,009CommonSOLE
747525103QCOMQUALCOMM Inc$27.3M0.02%177,954CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$27.2M0.02%446,038CommonSOLE
637417106NNNNNN REIT Inc$27.1M0.02%663,322CommonSOLE
16411Q101CQPCheniere Energy Partners LP$27.1M0.02%509,291CommonSOLE
216648501COOCooper Cos Inc/The$27.0M0.02%293,997CommonSOLE
53566V106LINELineage Inc$26.8M0.02%458,177CommonSOLE
74624M102PPure Storage Inc$26.7M0.02%434,479CommonSOLE
536797103LADLithia Motors Inc$26.5M0.02%74,262CommonSOLE
23804L103DDOGDatadog Inc$26.5M0.02%185,381CommonSOLE
92686J106VKTXViking Therapeutics Inc$25.8M0.02%640,118CommonSOLE
67000B104NOVTNovanta Inc$25.1M0.02%164,576CommonSOLE
343412102FLRFluor Corp$25.1M0.02%508,035CommonSOLE
80874P109LNWOLight & Wonder Inc$24.9M0.02%288,052CommonSOLE
18467V109YOUClear Secure Inc$24.8M0.02%931,369CommonSOLE
654106103NKENIKE Inc$24.6M0.02%325,550CommonSOLE
436893200HOMBHome Bancshares Inc/AR$24.4M0.02%861,742CommonSOLE
218352102CORTCorcept Therapeutics Inc$24.3M0.02%481,389CommonSOLE
298736109EEFTEuronet Worldwide Inc$24.0M0.02%233,548CommonSOLE
817565104SCIService Corp International/US$23.7M0.02%297,381CommonSOLE
199908104FIXComfort Systems USA Inc$23.4M0.02%55,211CommonSOLE
06417N103OZKBank OZK$23.1M0.02%518,112CommonSOLE
778296103ROSTRoss Stores Inc$22.9M0.02%151,684CommonSOLE
26142V105DKNGDraftKings Inc$22.8M0.02%613,558CommonSOLE
962879102WPMWheaton Precious Metals Corp$22.8M0.02%405,073CommonSOLE
74758T303QLYSQualys Inc$22.7M0.02%161,764CommonSOLE
G76279101ROIVRoivant Sciences Ltd.$22.0M0.02%1,860,540CommonSOLE
87975H100TIXTTELUS International CDA Inc$22.0M0.02%5,606,794CommonSOLE
74164F103PRIMPrimoris Services Corp$21.2M0.02%277,271CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$21.2M0.02%114,334CommonSOLE
29476L107EQREquity Residential$21.1M0.02%293,425CommonSOLE
22002T108CDPCOPT Defense Properties$21.0M0.02%679,088CommonSOLE
59001A102MTHMeritage Homes Corp$20.5M0.02%133,586CommonSOLE
736508847PORPortland General Electric Co$20.3M0.02%464,970CommonSOLE
92047W101VVVValvoline Inc$20.3M0.02%560,116CommonSOLE
49803T300KRGKite Realty Group Trust$20.2M0.02%798,457CommonSOLE
608190104MHKMohawk Industries Inc$20.1M0.02%168,827CommonSOLE
000360206AAONAAON Inc$19.8M0.02%167,831CommonSOLE
501889208LKQLKQ Corp$19.5M0.02%530,910CommonSOLE
453836108INDBIndependent Bank Corp$19.5M0.02%303,338CommonSOLE
G1110E107BHVNBiohaven Ltd.$19.5M0.02%521,099CommonSOLE
760125104RTORentokil Initial PLC$19.5M0.02%768,172CommonSOLE
579780206MKCMcCormick & Co Inc/MD$19.3M0.02%252,748CommonSOLE
253868103DLRDigital Realty Trust Inc$19.2M0.02%108,523CommonSOLE
031162100AMGNAmgen Inc$19.2M0.02%73,567CommonSOLE
687793109OSCROscar Health Inc$19.1M0.02%1,420,208CommonSOLE
938824109WAFDWaFd Inc$19.1M0.02%591,427CommonSOLE
607828100MODModine Manufacturing Co$18.9M0.02%163,291CommonSOLE
781846209RUSHARush Enterprises Inc$18.9M0.02%344,755CommonSOLE
969904101WSMWilliams-Sonoma Inc$18.7M0.02%101,067CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$18.7M0.02%238,981CommonSOLE
292554102ECPGEncore Capital Group Inc$18.5M0.02%387,550CommonSOLE
86333M108LRNStride Inc$18.3M0.01%175,622CommonSOLE
80706P103SRRKScholar Rock Holding Corp$18.2M0.01%421,384CommonSOLE
01748X102ALGTAllegiant Travel Co$18.1M0.01%192,567CommonSOLE
339750101FNDFloor & Decor Holdings Inc$17.9M0.01%179,733CommonSOLE
N6596X109NXPINXP Semiconductors NV$17.8M0.01%85,847CommonSOLE
74319R101PRGPROG Holdings Inc$17.8M0.01%420,492CommonSOLE
29109X106AZPN1USDAspen Technology Inc$17.5M0.01%70,157CommonSOLE
431636109HLMNHillman Solutions Corp$17.5M0.01%1,797,612CommonSOLE
147448104CWSTCasella Waste Systems Inc$17.5M0.01%165,231CommonSOLE
29362U104ENTGEntegris Inc$17.3M0.01%174,575CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$17.3M0.01%220,793CommonSOLE
088929104BGCBGC Group Inc$17.3M0.01%1,905,244CommonSOLE
03957W106AROCArchrock Inc$17.2M0.01%692,924CommonSOLE
830879102SKYWSkywest Inc$17.1M0.01%170,717CommonSOLE
880779103TEXTerex Corp$17.1M0.01%369,055CommonSOLE
G0585R106AGOAssured Guaranty Ltd$16.8M0.01%186,881CommonSOLE
879369106TFXTeleflex Inc$16.8M0.01%94,461CommonSOLE
719405102PLABPhotronics Inc$16.8M0.01%713,176CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$16.3M0.01%191,925CommonSOLE
82982L103SITESiteOne Landscape Supply Inc$16.1M0.01%122,523CommonSOLE
226718104CRTOCriteo SA$16.0M0.01%405,017CommonSOLE
23345M107DTMDT Midstream Inc$15.9M0.01%159,700CommonSOLE
26969P108EXPEagle Materials Inc$15.8M0.01%64,110CommonSOLE
898202106TRUPTrupanion Inc$15.6M0.01%323,611CommonSOLE
316773100FITBFifth Third Bancorp$15.6M0.01%368,694CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$15.5M0.01%562,406CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$15.4M0.01%245,025CommonSOLE
097023105BABoeing Co/The$15.3M0.01%86,577CommonSOLE
11285B108BEPCBrookfield Renewable Corp$15.2M0.01%549,240CommonSOLE
68235P108OGSONE Gas Inc$14.5M0.01%209,896CommonSOLE
925050106VRNAVerona Pharma PLC$14.5M0.01%312,173CommonSOLE
N3144W105XPROExpro Group Holdings N.V.$14.4M0.01%1,155,610CommonSOLE
G3R239101GAMBGambling.com Group Limited$14.3M0.01%1,013,247CommonSOLE
92839U206VCVisteon Corp$14.2M0.01%159,877CommonSOLE
30040W108ESEversource Energy$14.1M0.01%246,328CommonSOLE
G87264100TGLSTecnoglass Inc.$14.1M0.01%177,611CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$13.8M0.01%210,254CommonSOLE
30226D106EXTRExtreme Networks Inc$13.8M0.01%822,860CommonSOLE
737630103PCHPotlatchDeltic Corp$13.6M0.01%345,288CommonSOLE
74736L109QTWOQ2 Holdings Inc$13.5M0.01%134,469CommonSOLE
37637K108GTLBGitlab Inc$13.5M0.01%239,732CommonSOLE
74965L101RLJRLJ Lodging Trust$13.4M0.01%1,315,588CommonSOLE
40145W101GRDNGuardian Pharmacy Services Inc$13.4M0.01%660,650CommonSOLE
500643200KFYKorn Ferry$13.3M0.01%196,510CommonSOLE
691497309OXMOxford Industries Inc$13.2M0.01%167,785CommonSOLE
G8232Y101Penguin Solutions Inc$13.1M0.01%684,421CommonSOLE
531229771FWONALiberty Media Corp-Liberty Formula One$13.0M0.01%154,292CommonSOLE
00404A109ACHCAcadia Healthcare Co Inc$13.0M0.01%326,886CommonSOLE
19260Q107COINCoinbase Global Inc$12.9M0.01%51,806CommonSOLE
33748L101FWRGFirst Watch Restaurant Group Inc$12.7M0.01%684,155CommonSOLE

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.