MondegarAI
Clearbridge Investments, LLC

Q1 2025 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2025-05-13 · accession 0001348883-25-000011

$114.46B
Reported value
702
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 702

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$4.46B3.89%11,871,342CommonSOLE
67066G104NVDANVIDIA Corp$3.68B3.22%33,964,365CommonSOLE
023135106AMZNAmazon.com Inc$3.52B3.07%18,480,765CommonSOLE
037833100AAPLApple Inc$3.31B2.89%14,888,644CommonSOLE
92826C839VVisa Inc$3.21B2.80%9,152,602CommonSOLE
30303M102METAMeta Platforms Inc$2.99B2.61%5,185,927CommonSOLE
91324P102UNHUnitedHealth Group Inc$2.14B1.87%4,082,788CommonSOLE
11135F101AVGOBroadcom Inc$1.70B1.49%10,165,095CommonSOLE
64110L106NFLXNetflix Inc$1.58B1.38%1,689,603CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.54B1.34%6,267,625CommonSOLE
02079K305GOOGLAlphabet Inc$1.35B1.18%8,758,809CommonSOLE
75513E101RTXRTX Corp$1.15B1.01%8,707,774CommonSOLE
907818108UNPUnion Pacific Corp$1.13B0.98%4,770,184CommonSOLE
89417E109TRVTravelers Cos Inc/The$1.10B0.96%4,153,683CommonSOLE
G29183103ETNEaton Corp PLC$981.2M0.86%3,609,633CommonSOLE
478160104JNJJohnson & Johnson$974.7M0.85%5,877,556CommonSOLE
384802104GWWWW Grainger Inc$945.3M0.83%956,973CommonSOLE
30231G102XOMExxon Mobil Corp$900.6M0.79%7,572,596CommonSOLE
79466L302CRMSalesforce Inc$900.2M0.79%3,354,521CommonSOLE
969457100WMBWilliams Cos Inc/The$892.7M0.78%14,938,320CommonSOLE
G54950103LINLinde PLC$892.1M0.78%1,915,917CommonSOLE
824348106SHWSherwin-Williams Co/The$854.9M0.75%2,448,191CommonSOLE
816851109SRESempra$852.6M0.74%11,947,355CommonSOLE
N07059210ASMLASML Holding NV$841.4M0.74%1,269,798CommonSOLE
532457108LLYEli Lilly & Co$840.5M0.73%1,017,687CommonSOLE
883556102TMOThermo Fisher Scientific Inc$827.4M0.72%1,662,865CommonSOLE
872590104TMUST-Mobile US Inc$815.9M0.71%3,058,977CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$814.1M0.71%1,679,171CommonSOLE
075887109BDXBecton Dickinson & Co$799.9M0.70%3,492,255CommonSOLE
697435105PANWPalo Alto Networks Inc$794.5M0.69%4,656,184CommonSOLE
03027X100AMTAmerican Tower Corp$793.8M0.69%3,647,776CommonSOLE
29250N105ENBEnbridge Inc$791.6M0.69%17,864,379CommonSOLE
863667101SYKStryker Corp$754.7M0.66%2,027,482CommonSOLE
060505104BACBank of America Corp$729.2M0.64%17,474,570CommonSOLE
461202103INTUIntuit Inc$728.1M0.64%1,185,778CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$718.2M0.63%2,943,040CommonSOLE
872540109TJXTJX Cos Inc/The$715.5M0.63%5,874,457CommonSOLE
G1151C101ACNAccenture PLC$712.8M0.62%2,284,187CommonSOLE
46120E602ISRGIntuitive Surgical Inc$697.3M0.61%1,407,954CommonSOLE
G87052109TELTE Connectivity plc$693.3M0.61%4,905,573CommonSOLE
191216100KOCoca-Cola Co/The$681.7M0.60%9,518,527CommonSOLE
98138H101WDAYWorkday Inc$680.0M0.59%2,911,638CommonSOLE
70450Y103PYPLPayPal Holdings Inc$676.8M0.59%10,372,649CommonSOLE
78409V104SPGIS&P Global Inc$669.5M0.58%1,317,726CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$668.5M0.58%4,026,844CommonSOLE
20030N101CMCSAComcast Corp$658.1M0.57%17,834,897CommonSOLE
26884L109EQTEQT Corp$651.6M0.57%12,196,316CommonSOLE
88160R101TSLATesla Inc$643.5M0.56%2,483,099CommonSOLE
871607107SNPSSynopsys Inc$636.3M0.56%1,483,831CommonSOLE
90353T100UBERUber Technologies Inc$635.8M0.56%8,726,863CommonSOLE
61174X109MNSTMonster Beverage Corp$621.6M0.54%10,621,843CommonSOLE
929160109VMCVulcan Materials Co$621.1M0.54%2,662,158CommonSOLE
666807102NOCNorthrop Grumman Corp$615.3M0.54%1,201,724CommonSOLE
94106L109WMWaste Management Inc$610.7M0.53%2,637,944CommonSOLE
742718109PGProcter & Gamble Co/The$607.3M0.53%3,563,797CommonSOLE
35671D857FCXFreeport-McMoRan Inc$589.6M0.52%15,572,514CommonSOLE
009066101ABNBAirbnb Inc$586.7M0.51%4,911,251CommonSOLE
29444U700EQIXEquinix Inc$584.3M0.51%716,575CommonSOLE
126650100CVSCVS Health Corp$574.7M0.50%8,482,382CommonSOLE
14040H105COFCapital One Financial Corp$563.6M0.49%3,143,315CommonSOLE
254687106DISWALT DISNEY COMPANY$542.0M0.47%5,491,372CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$540.6M0.47%1,533,392CommonSOLE
443573100HUBSHubSpot Inc$538.5M0.47%942,524CommonSOLE
58933Y105MRKMerck & Co Inc$532.2M0.47%5,929,684CommonSOLE
052769106ADSKAutodesk Inc$513.5M0.45%1,961,409CommonSOLE
855244109SBUXStarbucks Corp$498.2M0.44%5,079,432CommonSOLE
437076102HDHome Depot Inc/The$490.8M0.43%1,339,154CommonSOLE
82509L107SHOPShopify Inc$476.0M0.42%4,985,839CommonSOLE
009158106APDAir Products and Chemicals Inc$474.4M0.41%1,608,515CommonSOLE
98978V103ZTSZoetis Inc$468.4M0.41%2,844,665CommonSOLE
59156R108METMetLife Inc$463.0M0.40%5,766,688CommonSOLE
670100205NVONovo Nordisk A/S$460.7M0.40%6,633,934CommonSOLE
68389X105ORCLOracle Corp$453.3M0.40%3,242,107CommonSOLE
81762P102NOWServiceNow Inc$452.3M0.40%568,091CommonSOLE
03769M106APOApollo Global Management Inc$444.6M0.39%3,247,041CommonSOLE
502431109LHXL3Harris Technologies Inc$427.3M0.37%2,041,560CommonSOLE
713448108PEPPepsiCo Inc$426.6M0.37%2,845,430CommonSOLE
G51502105JCIJohnson Controls International plc$413.4M0.36%5,160,109CommonSOLE
00287Y109ABBVAbbVie Inc$412.2M0.36%1,967,162CommonSOLE
04016X101ARGXArgenx SE$393.2M0.34%664,368CommonSOLE
45784P101PODDInsulet Corp$388.7M0.34%1,480,031CommonSOLE
71377A103PFGCPerformance Food Group Co$382.2M0.33%4,861,309CommonSOLE
053484101AVBAvalonBay Communities Inc$381.2M0.33%1,776,146CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$368.1M0.32%461CommonSOLE
808513105SCHWCharles Schwab Corp/The$364.2M0.32%4,652,755CommonSOLE
931142103WMTWalmart Inc$355.0M0.31%4,044,181CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$348.4M0.30%654,239CommonSOLE
147528103CASYCasey's General Stores Inc$343.5M0.30%791,315CommonSOLE
904767704Unilever PLC$341.7M0.30%5,738,845CommonSOLE
405552100HLNHaleon PLC$335.4M0.29%32,594,931CommonSOLE
293792107EPDEnterprise Products Partners LP$326.6M0.29%9,565,069CommonSOLE
438516106HONHoneywell International Inc$325.6M0.28%1,537,751CommonSOLE
20825C104COPConocoPhillips$324.3M0.28%3,088,352CommonSOLE
G4705A100ICLRICON PLC$322.8M0.28%1,844,458CommonSOLE
81141R100SESea Ltd$318.9M0.28%2,443,636CommonSOLE
29273V100ETEnergy Transfer LP$311.5M0.27%16,756,463CommonSOLE
03831W108APPAppLovin Corp$298.2M0.26%1,125,552CommonSOLE
26622P107DOCSDoximity Inc$290.3M0.25%5,001,999CommonSOLE
58155Q103MCKMcKesson Corp$275.2M0.24%408,907CommonSOLE
72352L106PINSPinterest Inc$271.5M0.24%8,757,570CommonSOLE
233331107DTEDTE Energy Co$271.1M0.24%1,960,860CommonSOLE
983793100XPOXPO Inc$269.6M0.24%2,506,266CommonSOLE
49456B101KMIKinder Morgan Inc$266.1M0.23%9,326,425CommonSOLE
281020107EIXEdison International$265.3M0.23%4,503,277CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$258.8M0.23%3,686,117CommonSOLE
046353108AZNNAstraZeneca PLC$256.4M0.22%3,488,582CommonSOLE
00724F101ADBEAdobe Inc$251.0M0.22%654,554CommonSOLE
458140100INTCIntel Corp$250.3M0.22%11,022,743CommonSOLE
743315103PGRProgressive Corp/The$250.0M0.22%883,450CommonSOLE
92537N108VRTVertiv Holdings Co$248.1M0.22%3,436,352CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$247.1M0.22%1,405,631CommonSOLE
87612E106TGTTarget Corp$246.7M0.22%2,364,214CommonSOLE
184496107CLHClean Harbors Inc$245.1M0.21%1,243,475CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$242.0M0.21%2,121,155CommonSOLE
053015103ADPAutomatic Data Processing Inc$241.5M0.21%790,481CommonSOLE
595017104MCHPMicrochip Technology Inc$237.4M0.21%4,903,130CommonSOLE
45866F104ICEIntercontinental Exchange Inc$237.0M0.21%1,373,674CommonSOLE
166764100CVXChevron Corp$236.4M0.21%1,413,269CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$235.0M0.21%1,030,955CommonSOLE
69351T106PPLPPL Corp$232.8M0.20%6,447,812CommonSOLE
375558103GILDGilead Sciences Inc$230.0M0.20%2,052,573CommonSOLE
256163106DOCUDocuSign Inc$226.9M0.20%2,786,871CommonSOLE
87256C101TKOTKO Group Holdings Inc$225.6M0.20%1,476,043CommonSOLE
172908105CTASCintas Corp$216.4M0.19%1,052,992CommonSOLE
55354G100MSCIMSCI Inc$213.3M0.19%377,186CommonSOLE
971378104WSCWillScot Holdings Corp$212.9M0.19%7,657,764CommonSOLE
69608A108PLTRPalantir Technologies Inc$206.4M0.18%2,445,517CommonSOLE
892356106TSCOTractor Supply Co$204.8M0.18%3,717,092CommonSOLE
G25508105CRHCRH PLC$199.7M0.17%2,269,744CommonSOLE
74460D109PSAPUBLIC STORAGE$198.4M0.17%663,062CommonSOLE
682680103OKEOneok Inc$195.6M0.17%1,971,613CommonSOLE
026874784AIGAmerican International Group Inc$193.2M0.17%2,222,115CommonSOLE
36262G101GXOGXO Logistics Inc$192.7M0.17%4,931,019CommonSOLE
N3167Y103RACEFerrari NV$192.5M0.17%449,781CommonSOLE
882508104TXNTexas Instruments Inc$191.0M0.17%1,062,924CommonSOLE
72651A207PAGPPlains GP Holdings LP$190.0M0.17%8,895,283CommonSOLE
03990B101ARESAres Management Corp$188.6M0.16%1,286,542CommonSOLE
G8994E103TTTrane Technologies PLC$187.6M0.16%556,695CommonSOLE
891160509TDToronto-Dominion Bank/The$186.7M0.16%3,114,447CommonSOLE
89531P105TREXTrex Co Inc$186.2M0.16%3,204,739CommonSOLE
92939U106WECWEC Energy Group Inc$182.2M0.16%1,672,011CommonSOLE
884903808TRI4EURThomson Reuters Corp$180.3M0.16%1,043,565CommonSOLE
833445109SNOWSnowflake Inc$178.2M0.16%1,218,958CommonSOLE
21871X109CRBGCorebridge Financial Inc$175.2M0.15%5,550,358CommonSOLE
291011104EMREmerson Electric Co$172.2M0.15%1,570,439CommonSOLE
94106B101WCNWaste Connections Inc$170.1M0.15%871,600CommonSOLE
902973304USBUS Bancorp$169.0M0.15%4,002,656CommonSOLE
803054204SAPSAP SE$168.4M0.15%627,284CommonSOLE
278865100ECLEcolab Inc$167.8M0.15%661,715CommonSOLE
169656105CMGChipotle Mexican Grill Inc$167.7M0.15%3,340,914CommonSOLE
58733R102MELIMercadoLibre Inc$165.6M0.14%84,891CommonSOLE
780087102RYRoyal Bank of Canada$164.3M0.14%1,457,546CommonSOLE
42226A107HQYHealthEquity Inc$163.8M0.14%1,853,097CommonSOLE
75524B104RBCRBC Bearings Inc$163.2M0.14%507,180CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$161.5M0.14%976,317CommonSOLE
579780206MKCMcCormick & Co Inc/MD$160.9M0.14%1,955,349CommonSOLE
55336V100MPLXMPLX LP$160.7M0.14%3,002,493CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$160.6M0.14%1,784,261CommonSOLE
70975L107PENPenumbra Inc$156.9M0.14%586,840CommonSOLE
87612G101TRGPTarga Resources Corp$156.5M0.14%780,671CommonSOLE
244199105DEDeere & Co$155.1M0.14%330,457CommonSOLE
122017106BURLBurlington Stores Inc$155.1M0.14%650,607CommonSOLE
025816109AXPAmerican Express Co$154.6M0.14%574,626CommonSOLE
M98068105WIXWix.com Ltd$152.6M0.13%934,007CommonSOLE
835699307SONYSony Group Corp$147.5M0.13%5,810,394CommonSOLE
02079K107GOOGAlphabet Inc$147.3M0.13%943,075CommonSOLE
42809H107HESHess Corp$146.9M0.13%919,704CommonSOLE
21036P108STZConstellation Brands Inc$144.7M0.13%788,382CommonSOLE
68268W103OMFOneMain Holdings Inc$143.6M0.13%2,937,062CommonSOLE
878742204TECKTeck Resources Ltd$143.4M0.13%3,935,785CommonSOLE
L8681T102SPOTSpotify Technology SA$143.0M0.12%259,972CommonSOLE
45168D104IDXXIdexx Laboratories Inc$141.5M0.12%337,057CommonSOLE
29364G103ETREntergy Corp$140.7M0.12%1,646,140CommonSOLE
82452J109FOURShift4 Payments Inc$140.1M0.12%1,714,321CommonSOLE
620076307MSIMotorola Solutions Inc$139.6M0.12%318,812CommonSOLE
457669307INSMInsmed Inc$139.5M0.12%1,828,728CommonSOLE
626755102MUSAMurphy USA Inc$137.5M0.12%292,644CommonSOLE
68902V107OTISOtis Worldwide Corp$136.4M0.12%1,321,913CommonSOLE
879360105TDYTeledyne Technologies Inc$133.4M0.12%267,983CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$133.1M0.12%92,901CommonSOLE
063671101BMOBank of Montreal$133.0M0.12%1,392,883CommonSOLE
595112103MUMicron Technology Inc$131.7M0.12%1,515,459CommonSOLE
25243Q205DEODiageo PLC$130.9M0.11%1,249,114CommonSOLE
40415F101HDBHDFC Bank Ltd$129.2M0.11%1,944,438CommonSOLE
228368106CCKCrown Holdings Inc$128.0M0.11%1,434,077CommonSOLE
337738108FISVFiserv Inc$127.6M0.11%577,835CommonSOLE
136375102CNICanadian National Railway Co$127.0M0.11%1,302,684CommonSOLE
573284106MLMMartin Marietta Materials Inc$126.0M0.11%263,486CommonSOLE
16679L109CHWYChewy Inc$124.9M0.11%3,841,315CommonSOLE
806857108SLBSchlumberger NV$122.7M0.11%2,935,314CommonSOLE
770700102HOODRobinhood Markets Inc$122.1M0.11%2,934,798CommonSOLE
37045V100GMGeneral Motors Co$121.9M0.11%2,591,757CommonSOLE
701094104PHParker-Hannifin Corp$121.5M0.11%199,881CommonSOLE
538034109LYVLive Nation Entertainment Inc$121.2M0.11%928,107CommonSOLE
58506Q109MEDPMedpace Holdings Inc$120.4M0.11%395,095CommonSOLE
552848103MTGMGIC Investment Corp$120.2M0.10%4,849,891CommonSOLE
407497106HLNEHamilton Lane Inc$118.9M0.10%799,730CommonSOLE
05722G100BKRBaker Hughes Co$118.9M0.10%2,705,051CommonSOLE
98887Q104ZLABZai Lab Ltd$118.5M0.10%3,279,567CommonSOLE
22052L104CTVACorteva Inc$117.3M0.10%1,863,836CommonSOLE
349553107FTSFortis Inc/Canada$117.1M0.10%2,569,373CommonSOLE
92840M102VSTVistra Corp$115.6M0.10%984,395CommonSOLE
217204106CPRTCopart Inc$113.6M0.10%2,007,575CommonSOLE
351858105FNVFranco-Nevada Corp$113.6M0.10%721,022CommonSOLE
277432100EMNEastman Chemical Co$113.6M0.10%1,289,081CommonSOLE
00187Y100APGAPI Group Corp$113.0M0.10%3,160,070CommonSOLE
974155103WINGWingstop Inc$111.8M0.10%495,829CommonSOLE
11271J107BNBrookfield Corp$111.3M0.10%2,122,819CommonSOLE
69331C108PCGPG&E Corp$108.8M0.10%6,332,031CommonSOLE
759530108RELXRELX PLC$108.6M0.09%2,153,690CommonSOLE
320517105FHNFirst Horizon Corp$108.4M0.09%5,582,874CommonSOLE
576485205MTDRMatador Resources Co$107.4M0.09%2,102,779CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$107.1M0.09%550,034CommonSOLE
12008R107BLDRBuilders FirstSource Inc$106.8M0.09%854,842CommonSOLE
194162103CLColgate-Palmolive Co$106.3M0.09%1,134,688CommonSOLE
518415104LSCCLattice Semiconductor Corp$105.2M0.09%2,005,868CommonSOLE
922280102VRNSVaronis Systems Inc$105.2M0.09%2,599,687CommonSOLE
02665T306AMHAmerican Homes 4 Rent$104.3M0.09%2,758,846CommonSOLE
88322Q108TGTXTG Therapeutics Inc$104.3M0.09%2,644,457CommonSOLE
268150109DTDynatrace Inc$103.9M0.09%2,202,702CommonSOLE
159864107CRLCharles River Laboratories International Inc$103.6M0.09%688,582CommonSOLE
92333F101VGVenture Global Inc$102.8M0.09%9,978,168CommonSOLE
441593100HLIHoulihan Lokey Inc$102.4M0.09%633,966CommonSOLE
26856L103ELFelf Beauty Inc$102.0M0.09%1,623,934CommonSOLE
70438V106PCTYPaylocity Holding Corp$101.8M0.09%543,421CommonSOLE
539439109LYGLloyds Banking Group PLC$101.3M0.09%26,511,724CommonSOLE
064149107BNSBank of Nova Scotia/The$100.6M0.09%2,121,805CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$98.9M0.09%483,590CommonSOLE
97650W108WTFCWintrust Financial Corp$98.1M0.09%871,872CommonSOLE
34959E109FTNTFortinet Inc$97.8M0.09%1,016,044CommonSOLE
86881A100SGRYSurgery Partners Inc$97.2M0.08%4,094,558CommonSOLE
958669103WESWestern Midstream Partners LP$95.2M0.08%2,324,043CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$94.3M0.08%1,276,141CommonSOLE
92338C103VLTOVeralto Corp$94.0M0.08%965,101CommonSOLE
05605H100BWXTBWX Technologies Inc$91.8M0.08%930,661CommonSOLE
37940X102GPNGlobal Payments Inc$91.2M0.08%930,954CommonSOLE
040413205ANETArista Networks Inc$91.0M0.08%1,174,934CommonSOLE
852234103XYZBlock Inc$90.9M0.08%1,673,928CommonSOLE
G5960L103MDTMedtronic PLC$90.1M0.08%1,002,297CommonSOLE
26142V105DKNGDraftKings Inc$90.0M0.08%2,711,155CommonSOLE
87422Q109TLNTalen Energy Corp$87.8M0.08%439,476CommonSOLE
055622104BPBP PLC$84.9M0.07%2,511,879CommonSOLE
87971M103TUTELUS Corp$84.9M0.07%5,917,689CommonSOLE
372460105GPCGenuine Parts Co$84.1M0.07%705,915CommonSOLE
48251W104KKRKKR & Co Inc$83.7M0.07%723,996CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$81.8M0.07%2,259,705CommonSOLE
781154109RBRKRubrik Inc$80.3M0.07%1,316,947CommonSOLE
19247A100CNSCohen & Steers Inc$80.0M0.07%997,506CommonSOLE
05534B760BCEBCE Inc$79.9M0.07%3,478,049CommonSOLE
M5216V106GLBEGlobal-E Online Ltd.$79.5M0.07%2,229,825CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$79.5M0.07%3,161,587CommonSOLE
548661107LOWLowe's Cos Inc$78.5M0.07%336,390CommonSOLE
758750103RRXRegal Rexnord Corp$77.8M0.07%682,990CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$77.6M0.07%913,523CommonSOLE
911363109URIUnited Rentals Inc$77.2M0.07%123,176CommonSOLE
892672106TWTradeweb Markets Inc$76.8M0.07%517,338CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group Inc$76.3M0.07%5,595,525CommonSOLE
12504L109CBRECBRE Group Inc$76.2M0.07%582,806CommonSOLE
30212P303EXPEExpedia Group Inc$75.8M0.07%450,666CommonSOLE
05946K101BBVABanco Bilbao Vizcaya Argentaria SA$75.4M0.07%5,532,334CommonSOLE
124765108CAECAE Inc$75.2M0.07%3,059,298CommonSOLE
12572Q105CMECME Group Inc$74.8M0.07%282,056CommonSOLE
55261F104MTBM&T Bank Corp$73.6M0.06%411,504CommonSOLE
428103105HESMHess Midstream LP$71.7M0.06%1,695,705CommonSOLE
G3730V105FTAIFTAI Aviation Ltd.$70.6M0.06%636,073CommonSOLE
452308109ITWIllinois Tool Works Inc$70.6M0.06%284,696CommonSOLE
09581B103OWLBlue Owl Capital Inc$70.4M0.06%3,510,948CommonSOLE
M2682V108CYBRCyberArk Software Ltd$69.4M0.06%205,344CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$69.0M0.06%278,366CommonSOLE
416515104HIGHartford Insurance Group Inc/The$68.5M0.06%553,789CommonSOLE
683715106OTEXOpen Text Corp$68.4M0.06%2,709,296CommonSOLE
03676B102AMAntero Midstream Corp$67.8M0.06%3,767,133CommonSOLE
78410G104SBACSBA Communications Corp$66.8M0.06%303,815CommonSOLE
95082P105WCCWESCO International Inc$66.6M0.06%428,528CommonSOLE
69343T107PJTPJT Partners Inc$66.1M0.06%479,718CommonSOLE
78464A870XBISPDR S&P Biotech ETF$66.1M0.06%814,773CommonSOLE
093712107BEBloom Energy Corp$64.6M0.06%3,288,238CommonSOLE
726503105PAAPlains All American Pipeline LP$62.8M0.05%3,138,271CommonSOLE
693506107PPGPPG Industries Inc$60.9M0.05%557,101CommonSOLE
65339F101NEENextEra Energy Inc$60.8M0.05%857,439CommonSOLE
45167R104IEXIDEX Corp$60.7M0.05%335,168CommonSOLE
80874P109LNWOLight & Wonder Inc$60.4M0.05%697,198CommonSOLE
136385101CNQCanadian Natural Resources Ltd$60.3M0.05%1,956,298CommonSOLE
750491102RDNTRadNet Inc$59.8M0.05%1,201,764CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$59.4M0.05%671,617CommonSOLE
34964C106FBINFortune Brands Innovations Inc$59.2M0.05%971,904CommonSOLE
22160K105COSTCostco Wholesale Corp$58.7M0.05%62,064CommonSOLE
671044105OSISOSI Systems Inc$58.3M0.05%300,039CommonSOLE
12532H104GIBCGI Inc$58.1M0.05%582,280CommonSOLE
49845K101KVYOKlaviyo Inc$58.0M0.05%1,915,848CommonSOLE
25278X109FANGDiamondback Energy Inc$57.7M0.05%360,905CommonSOLE
235851102DHRDanaher Corp$57.0M0.05%278,194CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$56.6M0.05%848,866CommonSOLE
057665200BCPCBalchem Corp$56.3M0.05%339,416CommonSOLE
512807306LRCXLam Research Corp$56.2M0.05%773,384CommonSOLE
227046109CROXCrocs Inc$55.5M0.05%522,686CommonSOLE
827048109SLGNSilgan Holdings Inc$54.4M0.05%1,065,064CommonSOLE
26701L100BROSDutch Bros Inc$53.7M0.05%869,059CommonSOLE
75734B100RDDTReddit Inc$52.4M0.05%499,872CommonSOLE
85209W109SPTSprout Social Inc$52.1M0.05%2,371,412CommonSOLE
21044C107ROADConstruction Partners Inc$51.2M0.04%712,112CommonSOLE
706327103PBAPembina Pipeline Corp$50.8M0.04%1,268,626CommonSOLE
199908104FIXComfort Systems USA Inc$50.3M0.04%156,172CommonSOLE
63947X101NCNOnCino Inc$49.8M0.04%1,814,130CommonSOLE
40171V100GWREGuidewire Software Inc$49.8M0.04%265,818CommonSOLE
165167735EXEExpand Energy Corp$48.9M0.04%439,116CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$48.9M0.04%528,213CommonSOLE
67077M108NTRNutrien Ltd$48.3M0.04%972,240CommonSOLE
148929102CAVACava Group Inc$47.9M0.04%554,474CommonSOLE
09290D101BLKBlackrock Inc$47.5M0.04%50,214CommonSOLE
747525103QCOMQUALCOMM Inc$47.4M0.04%308,662CommonSOLE
81730H109SSentinelOne Inc$47.3M0.04%2,603,706CommonSOLE
617446448MSMorgan Stanley$47.1M0.04%403,828CommonSOLE
09073M104TECHBio-Techne Corp$46.8M0.04%799,000CommonSOLE
172967424CCitigroup Inc$46.7M0.04%657,763CommonSOLE
219948106CPAYCorpay Inc$46.2M0.04%132,430CommonSOLE
92243G108PCVXVaxcyte Inc$46.1M0.04%1,220,455CommonSOLE
45827U109INTAIntapp Inc$46.0M0.04%788,314CommonSOLE
74340W103PLDProLogis Inc$46.0M0.04%411,620CommonSOLE
371927104GELGenesis Energy LP$45.5M0.04%2,897,883CommonSOLE
030420103AWKAmerican Water Works Co Inc$45.4M0.04%307,808CommonSOLE
632307104NTRANatera Inc$45.0M0.04%317,959CommonSOLE
69553P100PDPagerDuty Inc$44.8M0.04%2,452,516CommonSOLE
127203107WHDCactus Inc$44.6M0.04%973,750CommonSOLE
615394202MOG/AMoog Inc$44.4M0.04%256,024CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$44.1M0.04%978,067CommonSOLE
760759100RSGRepublic Services Inc$43.8M0.04%180,711CommonSOLE
460146103IPInternational Paper Co$43.5M0.04%816,191CommonSOLE
39874R101GOGrocery Outlet Holding Corp$42.4M0.04%3,034,680CommonSOLE
642045108AESIAtlas Energy Solutions Inc$41.7M0.04%2,336,644CommonSOLE
45780R101IBPInstalled Building Products Inc$41.0M0.04%239,404CommonSOLE
28618M106ESIElement Solutions Inc$40.9M0.04%1,810,870CommonSOLE
60937P106MDBMongoDB Inc$40.4M0.04%230,089CommonSOLE
19247G107COHRCoherent Corp$40.0M0.03%616,693CommonSOLE
L44385109GLOBGlobant S.A.$40.0M0.03%339,395CommonSOLE
00217Y104ATSATS Corp$39.9M0.03%1,601,599CommonSOLE
86765K109SUNSunoco LP$39.8M0.03%685,429CommonSOLE
639057207NWGNatwest Group PLC$39.7M0.03%3,332,756CommonSOLE
925652109VICIVICI Properties Inc$39.6M0.03%1,212,826CommonSOLE
G0450A105ACGLArch Capital Group Ltd$39.4M0.03%409,938CommonSOLE
580589109MGRCMcGrath RentCorp$39.3M0.03%352,664CommonSOLE
09857L108BKNGBooking Holdings Inc$38.2M0.03%8,293CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$37.9M0.03%342,302CommonSOLE
09260D107BXBlackstone Inc$37.8M0.03%270,717CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$37.8M0.03%930,823CommonSOLE
M7S64H106MNDYmonday.com Ltd.$37.3M0.03%153,368CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$37.2M0.03%622,179CommonSOLE
33767E202FSVFirstService Corp$36.9M0.03%216,438CommonSOLE
H1467J104CBChubb Ltd$36.8M0.03%121,783CommonSOLE
05352A100AVTRAvantor Inc$35.4M0.03%2,184,413CommonSOLE
G8473T100STESTERIS PLC$34.5M0.03%152,316CommonSOLE
377322102GKOSGlaukos Corp$34.4M0.03%349,578CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$34.1M0.03%337,729CommonSOLE
03957W106AROCArchrock Inc$34.0M0.03%1,296,824CommonSOLE
53566V106LINELineage Inc$33.9M0.03%578,969CommonSOLE
04010L103ARCCAres Capital Corp$33.9M0.03%1,529,612CommonSOLE
754730109RJFRaymond James Financial Inc$33.7M0.03%242,817CommonSOLE
16411Q101CQPCheniere Energy Partners LP$33.6M0.03%509,291CommonSOLE
08265T208BSYBentley Systems Inc$32.6M0.03%828,869CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$32.3M0.03%987,993CommonSOLE
G3323L100FNFabrinet$32.3M0.03%163,320CommonSOLE
78781J109SAILSailPoint Inc$32.1M0.03%1,714,543CommonSOLE
98956A105ZETAZeta Global Holdings Corp$32.0M0.03%2,361,986CommonSOLE
608190104MHKMohawk Industries Inc$31.8M0.03%278,481CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$31.6M0.03%432,993CommonSOLE
22160N109CSGPCoStar Group Inc$31.5M0.03%398,206CommonSOLE
15135U109CVECENOVUS ENERGY INC$31.4M0.03%2,259,447CommonSOLE
218352102CORTCorcept Therapeutics Inc$31.0M0.03%271,147CommonSOLE
826919102SLABSilicon Laboratories Inc$30.8M0.03%273,776CommonSOLE
194693107CIGIColliers International Group Inc$30.7M0.03%248,305CommonSOLE
31488V107FERGFerguson Enterprises Inc$30.6M0.03%191,036CommonSOLE
69370C100PTCPTC Inc$30.2M0.03%194,874CommonSOLE
343412102FLRFluor Corp$30.0M0.03%836,576CommonSOLE
98423F109XMTRXometry Inc$29.5M0.03%1,185,058CommonSOLE
85472N109STNStantec Inc$29.5M0.03%356,321CommonSOLE
629209305NMIHNMI Holdings Inc$29.3M0.03%813,763CommonSOLE
26603R106DUOLDuolingo Inc$28.5M0.02%91,663CommonSOLE
637417106NNNNNN REIT Inc$28.4M0.02%665,732CommonSOLE
76118Y104REZIResideo Technologies Inc$28.3M0.02%1,598,623CommonSOLE
339750101FNDFloor & Decor Holdings Inc$28.2M0.02%350,065CommonSOLE
882681109TXRHTexas Roadhouse Inc$27.8M0.02%166,629CommonSOLE
87807B107TRPTC Energy Corp$27.8M0.02%587,937CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$27.2M0.02%1,015,893CommonSOLE
G48833118WFRDWeatherford International plc$27.1M0.02%506,292CommonSOLE
216648501COOCooper Cos Inc/The$25.4M0.02%300,628CommonSOLE
47074L105JAMFJamf Holding Corp$25.0M0.02%2,055,254CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & Co Inc$24.2M0.02%490,078CommonSOLE
18467V109YOUClear Secure Inc$24.1M0.02%931,369CommonSOLE
498894104KNFKnife River Corp$24.1M0.02%267,475CommonSOLE
607828100MODModine Manufacturing Co$24.0M0.02%312,862CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corp$23.9M0.02%496,537CommonSOLE
817565104SCIService Corp International/US$23.7M0.02%295,392CommonSOLE
044186104ASHAshland Inc$23.6M0.02%398,074CommonSOLE
171484108CHDNChurchill Downs Inc$23.6M0.02%212,440CommonSOLE
88033G407THCTenet Healthcare Corp$23.2M0.02%172,501CommonSOLE
573874104MRVLMarvell Technology Inc$23.1M0.02%375,514CommonSOLE
000360206AAONAAON Inc$23.0M0.02%294,455CommonSOLE
609839105MPWRMonolithic Power Systems Inc$22.7M0.02%39,120CommonSOLE
34354P105FLSFlowserve Corp$22.6M0.02%463,147CommonSOLE
683344105ONTOOnto Innovation Inc$22.6M0.02%186,033CommonSOLE
29476L107EQREquity Residential$22.3M0.02%311,856CommonSOLE
031162100AMGNAmgen Inc$22.3M0.02%71,546CommonSOLE
516544103LNTHLantheus Holdings Inc$21.6M0.02%221,603CommonSOLE
74624M102PPure Storage Inc$21.6M0.02%486,989CommonSOLE
501889208LKQLKQ Corp$21.3M0.02%501,011CommonSOLE
16411R208LNGCheniere Energy Inc$20.5M0.02%88,472CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$20.2M0.02%2,510,516CommonSOLE
78709Y105SAIASaia Inc$19.9M0.02%57,047CommonSOLE
002896207ANFAbercrombie & Fitch Co$19.9M0.02%260,927CommonSOLE
539830109LMTLockheed Martin Corp$19.8M0.02%44,361CommonSOLE
92047W101VVVValvoline Inc$19.4M0.02%558,103CommonSOLE
778296103ROSTRoss Stores Inc$19.3M0.02%150,784CommonSOLE
687793109OSCROscar Health Inc$19.1M0.02%1,457,783CommonSOLE
G76279101ROIVRoivant Sciences Ltd.$18.8M0.02%1,860,540CommonSOLE
760125104RTORentokil Initial PLC$18.7M0.02%814,934CommonSOLE
06417N103OZKBank OZK$18.5M0.02%425,046CommonSOLE
147448104CWSTCasella Waste Systems Inc$18.4M0.02%165,231CommonSOLE
526057104LENLennar Corp$18.4M0.02%160,135CommonSOLE
80105N105SNYSanofi SA$17.7M0.02%319,942CommonSOLE
912008109USFDUS Foods Holding Corp$17.5M0.02%267,785CommonSOLE
088929104BGCBGC Group Inc$17.5M0.02%1,905,244CommonSOLE
436893200HOMBHome Bancshares Inc/AR$17.4M0.02%616,529CommonSOLE
56501R106MFCManulife Financial Corp$17.4M0.02%558,387CommonSOLE
298736109EEFTEuronet Worldwide Inc$17.3M0.02%161,714CommonSOLE
49338L103KEYSKeysight Technologies Inc$17.0M0.01%113,839CommonSOLE
898202106TRUPTrupanion Inc$16.9M0.01%453,820CommonSOLE
736508847PORPortland General Electric Co$16.9M0.01%377,846CommonSOLE
17275R102CSCOCisco Systems Inc$16.4M0.01%265,059CommonSOLE
925050106VRNAVerona Pharma PLC$16.2M0.01%255,184CommonSOLE
361448103GATXGATX Corp$16.0M0.01%103,275CommonSOLE
35138V102FOXFFox Factory Holding Corp$15.8M0.01%678,185CommonSOLE
G96629103WTWWillis Towers Watson PLC$15.7M0.01%46,568CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$15.7M0.01%328,262CommonSOLE
11285B108BEPCBrookfield Renewable Corp$15.7M0.01%561,190CommonSOLE
453836108INDBIndependent Bank Corp$15.6M0.01%249,162CommonSOLE
59001A102MTHMeritage Homes Corp$15.6M0.01%219,558CommonSOLE
23345M107DTMDT Midstream Inc$15.3M0.01%158,550CommonSOLE
92686J106VKTXViking Therapeutics Inc$15.3M0.01%631,960CommonSOLE
22002T108CDPCOPT Defense Properties$15.2M0.01%558,133CommonSOLE
29362U104ENTGEntegris Inc$15.2M0.01%173,957CommonSOLE
781846209RUSHARush Enterprises Inc$15.1M0.01%283,023CommonSOLE
49803T300KRGKite Realty Group Trust$14.7M0.01%659,328CommonSOLE
74736K101QRVOQorvo Inc$14.6M0.01%202,278CommonSOLE
553368101MPMP Materials Corp$14.6M0.01%596,843CommonSOLE
316773100FITBFifth Third Bancorp$14.4M0.01%366,126CommonSOLE
23804L103DDOGDatadog Inc$14.3M0.01%144,510CommonSOLE
87975H100TIXTTELUS International CDA Inc$14.3M0.01%5,314,628CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$14.0M0.01%197,518CommonSOLE
74112D101PBHPrestige Consumer Healthcare Inc$13.9M0.01%162,202CommonSOLE
G0585R106AGOAssured Guaranty Ltd$13.9M0.01%157,624CommonSOLE
374163103GERNGeron Corp$13.8M0.01%8,687,142CommonSOLE
N20944109CNHCNH Industrial NV$13.6M0.01%1,110,344CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$13.5M0.01%180,720CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$13.4M0.01%163,064CommonSOLE
67000B104NOVTNovanta Inc$13.3M0.01%104,135CommonSOLE
431636109HLMNHillman Solutions Corp$12.9M0.01%1,470,189CommonSOLE
24664T103DKLDelek Logistics Partners LP$12.8M0.01%296,718CommonSOLE
737630103PCHPotlatchDeltic Corp$12.8M0.01%284,292CommonSOLE
74758T303QLYSQualys Inc$12.6M0.01%100,305CommonSOLE
531229771FWONALiberty Media Corp-Liberty Formula One$12.3M0.01%151,430CommonSOLE
G1110E107BHVNBiohaven Ltd.$12.3M0.01%510,824CommonSOLE
654106103NKENIKE Inc$12.2M0.01%191,987CommonSOLE
86333M108LRNStride Inc$12.2M0.01%96,338CommonSOLE
719405102PLABPhotronics Inc$12.1M0.01%582,400CommonSOLE
773122106Rocket Lab USA Inc$12.0M0.01%670,439CommonSOLE
26969P108EXPEagle Materials Inc$11.9M0.01%53,685CommonSOLE
226718104CRTOCriteo SA$11.9M0.01%335,608CommonSOLE
253868103DLRDigital Realty Trust Inc$11.6M0.01%81,253CommonSOLE
22758A105CAPLCrossAmerica Partners LP$11.6M0.01%471,012CommonSOLE
68278B107K4FOnestream Inc$11.5M0.01%540,218CommonSOLE
718172109PMPhilip Morris International Inc$11.5M0.01%72,467CommonSOLE
880779103TEXTerex Corp$11.4M0.01%301,926CommonSOLE
N3144W105XPROExpro Group Holdings N.V.$11.2M0.01%1,125,953CommonSOLE
197236102COLBColumbia Banking System Inc$11.1M0.01%445,424CommonSOLE
80706P103SRRKScholar Rock Holding Corp$11.0M0.01%343,492CommonSOLE
636274409NGGNational Grid PLC$11.0M0.01%167,282CommonSOLE
500643200KFYKorn Ferry$10.9M0.01%160,202CommonSOLE
292554102ECPGEncore Capital Group Inc$10.9M0.01%316,907CommonSOLE
40145W101GRDNGuardian Pharmacy Services Inc$10.9M0.01%510,840CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$10.8M0.01%81,371CommonSOLE
74164F103PRIMPrimoris Services Corp$10.8M0.01%187,300CommonSOLE
68235P108OGSONE Gas Inc$10.7M0.01%141,865CommonSOLE
830879102SKYWSkywest Inc$10.6M0.01%121,006CommonSOLE
G3R239101GAMBGambling.com Group Limited$10.4M0.01%826,541CommonSOLE
G87264100TGLSTecnoglass Inc.$10.4M0.01%145,703CommonSOLE
G3223R108EGEverest Group Ltd$10.4M0.01%28,659CommonSOLE
92839U206VCVisteon Corp$10.2M0.01%130,975CommonSOLE
G3198U102ESNTEssent Group Ltd$10.0M0.01%172,764CommonSOLE
918090101UTZUtz Brands Inc$9.9M0.01%702,663CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$9.9M0.01%18,040CommonSOLE
G8232Y101Penguin Solutions Inc$9.8M0.01%565,651CommonSOLE
960417103WLKPWestlake Chemical Partners LP$9.8M0.01%422,835CommonSOLE
929328102WSFSWSFS Financial Corp$9.7M0.01%186,343CommonSOLE
529043101LXPUSDLXP Industrial Trust$9.5M0.01%1,098,090CommonSOLE
G9460G101VALValaris Limited$9.5M0.01%240,947CommonSOLE
33748L101FWRGFirst Watch Restaurant Group Inc$9.3M0.01%560,978CommonSOLE
844741108LUVSouthwest Airlines Co$9.3M0.01%276,848CommonSOLE
803607100SRPTSarepta Therapeutics Inc$9.3M0.01%145,230CommonSOLE
74319R101PRGPROG Holdings Inc$9.2M0.01%345,012CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$9.1M0.01%40,073CommonSOLE

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.