MondegarAI
Clearbridge Investments, LLC

Q2 2025 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2025-08-12 · accession 0001348883-25-000013

$123.16B
Reported value
706
Positions
2025-06-30
Period end
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The Brief · Clearbridge Investments, LLC · Q2 2025

AI · grounded in 13F

Clearbridge Investments, LLC established a new position in MSFT valued at $5.92B. The fund also initiated new stakes in NVDA for $5.53B and META for $4.09B. Additional new positions include AMZN at $3.99B and AAPL at $3.1B.

Holdings as filed

First 500 of 706

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$5.92B4.81%11,909,708CommonSOLE
67066G104NVDANVIDIA Corp$5.53B4.49%35,019,508CommonSOLE
30303M102METAMeta Platforms Inc$4.09B3.32%5,534,748CommonSOLE
023135106AMZNAmazon.com Inc$3.99B3.24%18,192,416CommonSOLE
037833100AAPLApple Inc$3.10B2.52%15,109,464CommonSOLE
11135F101AVGOBroadcom Inc$3.03B2.46%11,001,532CommonSOLE
92826C839VVisa Inc$2.91B2.37%8,208,697CommonSOLE
64110L106NFLXNetflix Inc$2.19B1.78%1,633,921CommonSOLE
02079K305GOOGLAlphabet Inc$1.63B1.32%9,259,866CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.54B1.25%5,305,311CommonSOLE
G29183103ETNEaton Corp PLC$1.20B0.98%3,365,018CommonSOLE
75513E101RTXRTX Corp$1.12B0.91%7,698,673CommonSOLE
G54950103LINLinde PLC$1.10B0.89%2,334,385CommonSOLE
91324P102UNHUnitedHealth Group Inc$1.08B0.88%3,462,883CommonSOLE
697435105PANWPalo Alto Networks Inc$1.08B0.87%5,254,888CommonSOLE
89417E109TRVTravelers Cos Inc/The$1.05B0.85%3,906,677CommonSOLE
N07059210ASMLASML Holding NV$1.01B0.82%1,264,513CommonSOLE
30231G102XOMExxon Mobil Corp$1.01B0.82%9,395,668CommonSOLE
907818108UNPUnion Pacific Corp$980.5M0.80%4,261,444CommonSOLE
384802104GWWWW Grainger Inc$945.6M0.77%909,032CommonSOLE
816851109SRESempra$929.0M0.75%12,261,344CommonSOLE
824348106SHWSherwin-Williams Co/The$919.9M0.75%2,679,238CommonSOLE
G87052109TELTE Connectivity Ltd.$913.8M0.74%5,417,937CommonSOLE
461202103INTUIntuit Inc$897.2M0.73%1,139,152CommonSOLE
46120E602ISRGIntuitive Surgical Inc$842.4M0.68%1,550,270CommonSOLE
502431109LHXL3Harris Technologies Inc$836.8M0.68%3,336,133CommonSOLE
871607107SNPSSynopsys Inc$832.5M0.68%1,623,822CommonSOLE
060505104BACBank of America Corp$829.2M0.67%17,522,676CommonSOLE
478160104JNJJohnson & Johnson$822.7M0.67%5,385,683CommonSOLE
29250N105ENBEnbridge Inc$811.5M0.66%17,905,505CommonSOLE
03027X100AMTAmerican Tower Corp$797.3M0.65%3,607,409CommonSOLE
88160R101TSLATesla Inc$796.5M0.65%2,507,516CommonSOLE
969457100WMBWilliams Cos Inc/The$788.9M0.64%12,560,023CommonSOLE
79466L302CRMSalesforce Inc$788.5M0.64%2,891,497CommonSOLE
254687106DISWALT DISNEY COMPANY$781.1M0.63%6,298,686CommonSOLE
863667101SYKStryker Corp$762.5M0.62%1,927,316CommonSOLE
009066101ABNBAirbnb Inc$757.4M0.61%5,722,823CommonSOLE
70450Y103PYPLPayPal Holdings Inc$737.9M0.60%9,929,160CommonSOLE
532457108LLYEli Lilly & Co$719.2M0.58%922,593CommonSOLE
872590104TMUST-Mobile US Inc$699.7M0.57%2,936,900CommonSOLE
20030N101CMCSAComcast Corp$691.7M0.56%19,382,359CommonSOLE
872540109TJXTJX Cos Inc/The$691.1M0.56%5,596,242CommonSOLE
35671D857FCXFreeport-McMoRan Inc$683.5M0.55%15,766,065CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$680.2M0.55%1,527,864CommonSOLE
075887109BDXBecton Dickinson & Co$657.8M0.53%3,818,880CommonSOLE
90353T100UBERUber Technologies Inc$650.8M0.53%6,974,844CommonSOLE
855244109SBUXStarbucks Corp$633.6M0.51%6,914,648CommonSOLE
929160109VMCVulcan Materials Co$632.7M0.51%2,425,754CommonSOLE
126650100CVSCVS Health Corp$629.7M0.51%9,129,220CommonSOLE
191216100KOCoca-Cola Co/The$628.7M0.51%8,885,819CommonSOLE
98138H101WDAYWorkday Inc$625.1M0.51%2,604,591CommonSOLE
81762P102NOWServiceNow Inc$624.6M0.51%607,555CommonSOLE
68389X105ORCLOracle Corp$614.3M0.50%2,809,902CommonSOLE
052769106ADSKAutodesk Inc$613.9M0.50%1,983,220CommonSOLE
61174X109MNSTMonster Beverage Corp$601.5M0.49%9,602,144CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$598.7M0.49%1,175,532CommonSOLE
82509L107SHOPShopify Inc$595.6M0.48%5,163,273CommonSOLE
94106L109WMWaste Management Inc$593.8M0.48%2,595,060CommonSOLE
78409V104SPGIS&P Global Inc$579.4M0.47%1,098,901CommonSOLE
883556102TMOThermo Fisher Scientific Inc$576.1M0.47%1,420,941CommonSOLE
G1151C101ACNAccenture PLC$575.4M0.47%1,925,227CommonSOLE
670100205NVONovo Nordisk A/S$567.5M0.46%8,222,673CommonSOLE
26884L109EQTEQT Corp$564.7M0.46%9,681,981CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$560.4M0.45%2,562,974CommonSOLE
29444U700EQIXEquinix Inc$555.7M0.45%698,606CommonSOLE
742718109PGProcter & Gamble Co/The$553.9M0.45%3,476,636CommonSOLE
G51502105JCIJohnson Controls International plc$547.3M0.44%5,181,342CommonSOLE
437076102HDHome Depot Inc/The$527.7M0.43%1,439,391CommonSOLE
666807102NOCNorthrop Grumman Corp$525.4M0.43%1,050,868CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$514.4M0.42%2,271,139CommonSOLE
45784P101PODDInsulet Corp$482.8M0.39%1,536,664CommonSOLE
59156R108METMetLife Inc$474.0M0.38%5,894,545CommonSOLE
443573100HUBSHubSpot Inc$463.5M0.38%832,764CommonSOLE
03769M106APOApollo Global Management Inc$462.8M0.38%3,262,117CommonSOLE
14040H105COFCapital One Financial Corp$455.9M0.37%2,142,643CommonSOLE
009158106APDAir Products and Chemicals Inc$426.2M0.35%1,511,174CommonSOLE
04016X101ARGXArgenx SE$426.0M0.35%772,866CommonSOLE
808513105SCHWCharles Schwab Corp/The$424.6M0.34%4,653,846CommonSOLE
053484101AVBAvalonBay Communities Inc$420.4M0.34%2,065,603CommonSOLE
92537N108VRTVertiv Holdings Co$413.8M0.34%3,222,724CommonSOLE
71377A103PFGCPerformance Food Group Co$412.4M0.33%4,714,407CommonSOLE
931142103WMTWalmart Inc$407.1M0.33%4,163,421CommonSOLE
882508104TXNTexas Instruments Inc$400.5M0.33%1,928,997CommonSOLE
81141R100SESea Ltd$394.0M0.32%2,463,243CommonSOLE
58933Y105MRKMerck & Co Inc$387.2M0.31%4,891,067CommonSOLE
595017104MCHPMicrochip Technology Inc$376.7M0.31%5,353,312CommonSOLE
147528103CASYCasey's General Stores Inc$369.6M0.30%724,365CommonSOLE
92840M102VSTVistra Corp$367.9M0.30%1,898,359CommonSOLE
904767704Unilever PLC$366.3M0.30%5,988,599CommonSOLE
438516106HONHoneywell International Inc$338.2M0.27%1,452,437CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$328.0M0.27%450CommonSOLE
03831W108APPAppLovin Corp$326.5M0.27%932,631CommonSOLE
405552100HLNHaleon PLC$326.1M0.26%31,445,971CommonSOLE
00287Y109ABBVAbbVie Inc$320.4M0.26%1,726,030CommonSOLE
26622P107DOCSDoximity Inc$318.2M0.26%5,187,860CommonSOLE
74460D109PSAPUBLIC STORAGE$316.9M0.26%1,079,988CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$316.5M0.26%651,598CommonSOLE
72352L106PINSPinterest Inc$312.9M0.25%8,726,991CommonSOLE
983793100XPOXPO Inc$309.4M0.25%2,449,767CommonSOLE
184496107CLHClean Harbors Inc$306.1M0.25%1,324,143CommonSOLE
046353108AZNNAstraZeneca PLC$304.2M0.25%4,353,354CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$300.7M0.24%1,612,920CommonSOLE
58155Q103MCKMcKesson Corp$292.0M0.24%398,456CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$290.4M0.24%3,663,632CommonSOLE
58733R102MELIMercadoLibre Inc$274.3M0.22%104,956CommonSOLE
458140100INTCIntel Corp$273.1M0.22%12,190,738CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$272.4M0.22%1,678,647CommonSOLE
573874104MRVLMarvell Technology Inc$267.7M0.22%3,458,468CommonSOLE
03990B101ARESAres Management Corp$261.3M0.21%1,508,428CommonSOLE
770700102HOODRobinhood Markets Inc$259.1M0.21%2,767,278CommonSOLE
233331107DTEDTE Energy Co$258.9M0.21%1,954,766CommonSOLE
45866F104ICEIntercontinental Exchange Inc$258.2M0.21%1,407,139CommonSOLE
87256C101TKOTKO Group Holdings Inc$258.1M0.21%1,418,788CommonSOLE
G8994E103TTTrane Technologies PLC$249.3M0.20%569,982CommonSOLE
833445109SNOWSnowflake Inc$245.3M0.20%1,096,242CommonSOLE
55354G100MSCIMSCI Inc$234.8M0.19%407,099CommonSOLE
36262G101GXOGXO Logistics Inc$231.5M0.19%4,754,289CommonSOLE
69351T106PPLPPL Corp$231.2M0.19%6,820,824CommonSOLE
172908105CTASCintas Corp$230.1M0.19%1,032,537CommonSOLE
29273V100ETEnergy Transfer LP$227.7M0.18%12,559,563CommonSOLE
291011104EMREmerson Electric Co$226.4M0.18%1,698,141CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$225.5M0.18%1,019,290CommonSOLE
053015103ADPAutomatic Data Processing Inc$225.5M0.18%731,129CommonSOLE
49456B101KMIKinder Morgan Inc$224.5M0.18%7,636,062CommonSOLE
169656105CMGChipotle Mexican Grill Inc$224.0M0.18%3,989,176CommonSOLE
26856L103ELFelf Beauty Inc$218.3M0.18%1,754,386CommonSOLE
256163106DOCUDocuSign Inc$216.3M0.18%2,777,121CommonSOLE
20825C104COPConocoPhillips$215.1M0.17%2,396,562CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$209.7M0.17%1,944,434CommonSOLE
743315103PGRProgressive Corp/The$208.8M0.17%782,521CommonSOLE
244199105DEDeere & Co$206.9M0.17%406,943CommonSOLE
N3167Y103RACEFerrari NV$204.7M0.17%417,094CommonSOLE
097023105BABoeing Co/The$202.6M0.16%966,837CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$201.8M0.16%757,820CommonSOLE
293792107EPDEnterprise Products Partners LP$201.2M0.16%6,489,750CommonSOLE
166764100CVXChevron Corp$198.6M0.16%1,387,159CommonSOLE
40415F101HDBHDFC Bank Ltd$192.7M0.16%2,512,907CommonSOLE
82452J109FOURShift4 Payments Inc$191.5M0.16%1,932,050CommonSOLE
21871X109CRBGCorebridge Financial Inc$189.1M0.15%5,326,237CommonSOLE
281020107EIXEdison International$188.2M0.15%3,646,403CommonSOLE
892356106TSCOTractor Supply Co$186.0M0.15%3,524,291CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$181.7M0.15%557,099CommonSOLE
803054204SAPSAP SE$181.1M0.15%595,612CommonSOLE
780087102RYRoyal Bank of Canada$180.6M0.15%1,384,576CommonSOLE
595112103MUMicron Technology Inc$180.1M0.15%1,460,968CommonSOLE
98978V103ZTSZoetis Inc$179.4M0.15%1,150,468CommonSOLE
70975L107PENPenumbra Inc$179.3M0.15%698,660CommonSOLE
891160509TDToronto-Dominion Bank/The$178.8M0.15%2,459,267CommonSOLE
75524B104RBCRBC Bearings Inc$178.3M0.14%463,277CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$173.5M0.14%1,826,747CommonSOLE
30212P303EXPEExpedia Group Inc$172.7M0.14%1,023,618CommonSOLE
92939U106WECWEC Energy Group Inc$169.7M0.14%1,628,429CommonSOLE
278865100ECLEcolab Inc$168.8M0.14%626,421CommonSOLE
G4705A100ICLRICON PLC$167.0M0.14%1,148,066CommonSOLE
05464C101AXONAxon Enterprise Inc$164.8M0.13%199,041CommonSOLE
94106B101WCNWaste Connections Inc$163.0M0.13%874,672CommonSOLE
89531P105TREXTrex Co Inc$160.4M0.13%2,949,262CommonSOLE
974155103WINGWingstop Inc$159.6M0.13%473,920CommonSOLE
878742204TECKTeck Resources Ltd$157.5M0.13%3,901,573CommonSOLE
16679L109CHWYChewy Inc$155.4M0.13%3,646,767CommonSOLE
579780206MKCMcCormick & Co Inc/MD$153.7M0.12%2,027,326CommonSOLE
45168D104IDXXIdexx Laboratories Inc$152.2M0.12%283,765CommonSOLE
026874784AIGAmerican International Group Inc$151.6M0.12%1,771,719CommonSOLE
835699307SONYSony Group Corp$151.4M0.12%5,817,383CommonSOLE
122017106BURLBurlington Stores Inc$151.4M0.12%650,653CommonSOLE
00187Y100APGAPI Group Corp$151.3M0.12%2,963,126CommonSOLE
228368106CCKCrown Holdings Inc$151.0M0.12%1,466,255CommonSOLE
971378104WSCWillScot Holdings Corp$149.5M0.12%5,455,439CommonSOLE
884903808TRI4EURThomson Reuters Corp$146.2M0.12%726,663CommonSOLE
682680103OKEOneok Inc$145.4M0.12%1,780,818CommonSOLE
375558103GILDGilead Sciences Inc$145.1M0.12%1,308,467CommonSOLE
M98068105WIXWix.com Ltd$145.0M0.12%915,322CommonSOLE
063671101BMOBank of Montreal$144.7M0.12%1,322,230CommonSOLE
29364G103ETREntergy Corp$143.7M0.12%1,728,351CommonSOLE
457669307INSMInsmed Inc$143.4M0.12%1,424,562CommonSOLE
573284106MLMMartin Marietta Materials Inc$142.8M0.12%260,187CommonSOLE
72651A207PAGPPlains GP Holdings LP$142.6M0.12%7,340,956CommonSOLE
025816109AXPAmerican Express Co$141.1M0.11%442,468CommonSOLE
02079K107GOOGAlphabet Inc$140.7M0.11%792,983CommonSOLE
98887Q104ZLABZai Lab Ltd$140.3M0.11%4,011,956CommonSOLE
22052L104CTVACorteva Inc$138.8M0.11%1,861,715CommonSOLE
42226A107HQYHealthEquity Inc$138.4M0.11%1,321,383CommonSOLE
136375102CNICanadian National Railway Co$137.3M0.11%1,319,342CommonSOLE
701094104PHParker-Hannifin Corp$135.8M0.11%194,420CommonSOLE
879360105TDYTeledyne Technologies Inc$135.5M0.11%264,472CommonSOLE
68268W103OMFOneMain Holdings Inc$135.0M0.11%2,368,158CommonSOLE
05605H100BWXTBWX Technologies Inc$133.7M0.11%928,139CommonSOLE
87612G101TRGPTarga Resources Corp$131.1M0.11%753,280CommonSOLE
69608A108PLTRPalantir Technologies Inc$129.0M0.10%946,047CommonSOLE
620076307MSIMotorola Solutions Inc$128.9M0.10%306,485CommonSOLE
68902V107OTISOtis Worldwide Corp$127.6M0.10%1,288,864CommonSOLE
538034109LYVLive Nation Entertainment Inc$125.7M0.10%831,073CommonSOLE
064149107BNSBank of Nova Scotia/The$125.2M0.10%2,297,775CommonSOLE
11271J107BNBrookfield Corp$123.8M0.10%2,001,501CommonSOLE
922280102VRNSVaronis Systems Inc$122.9M0.10%2,420,792CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$122.2M0.10%1,355,757CommonSOLE
42809H107HESHess Corp$122.1M0.10%881,399CommonSOLE
268150109DTDynatrace Inc$121.9M0.10%2,207,468CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$121.2M0.10%1,782,776CommonSOLE
L8681T102SPOTSpotify Technology SA$120.8M0.10%157,387CommonSOLE
87422Q109TLNTalen Energy Corp$119.9M0.10%412,495CommonSOLE
852234103XYZBlock Inc$119.8M0.10%1,763,992CommonSOLE
21036P108STZConstellation Brands Inc$117.7M0.10%723,795CommonSOLE
26142V105DKNGDraftKings Inc$117.0M0.10%2,728,508CommonSOLE
759530108RELXRELX PLC$116.4M0.09%2,141,871CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$116.3M0.09%977,860CommonSOLE
552848103MTGMGIC Investment Corp$115.8M0.09%4,159,499CommonSOLE
902973304USBUS Bancorp$115.4M0.09%2,549,735CommonSOLE
320517105FHNFirst Horizon Corp$115.2M0.09%5,436,047CommonSOLE
194162103CLColgate-Palmolive Co$114.9M0.09%1,263,715CommonSOLE
199908104FIXComfort Systems USA Inc$112.6M0.09%209,906CommonSOLE
351858105FNVFranco-Nevada Corp$112.1M0.09%683,899CommonSOLE
626755102MUSAMurphy USA Inc$111.4M0.09%273,888CommonSOLE
55336V100MPLXMPLX LP$110.8M0.09%2,150,093CommonSOLE
781154109RBRKRubrik Inc$110.0M0.09%1,227,559CommonSOLE
88322Q108TGTXTG Therapeutics Inc$109.9M0.09%3,052,556CommonSOLE
25243Q205DEODiageo PLC$109.0M0.09%1,080,641CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$108.7M0.09%520,220CommonSOLE
758750103RRXRegal Rexnord Corp$108.6M0.09%749,057CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$108.2M0.09%3,163,764CommonSOLE
97650W108WTFCWintrust Financial Corp$108.2M0.09%872,430CommonSOLE
349553107FTSFortis Inc/Canada$106.8M0.09%2,237,069CommonSOLE
518415104LSCCLattice Semiconductor Corp$106.3M0.09%2,169,118CommonSOLE
713448108PEPPepsiCo Inc$106.1M0.09%803,651CommonSOLE
639057207NWGNatwest Group PLC$105.5M0.09%7,459,015CommonSOLE
441593100HLIHoulihan Lokey Inc$104.4M0.08%579,902CommonSOLE
70438V106PCTYPaylocity Holding Corp$103.1M0.08%568,939CommonSOLE
34959E109FTNTFortinet Inc$102.2M0.08%967,169CommonSOLE
G5960L103MDTMedtronic PLC$101.6M0.08%1,165,693CommonSOLE
407497106HLNEHamilton Lane Inc$100.7M0.08%708,455CommonSOLE
651639106NEMNewmont Corp$99.4M0.08%1,705,908CommonSOLE
02665T306AMHAmerican Homes 4 Rent$99.3M0.08%2,754,349CommonSOLE
12008R107BLDRBuilders FirstSource Inc$99.3M0.08%850,805CommonSOLE
337738108FISVFiserv Inc$98.5M0.08%571,357CommonSOLE
217204106CPRTCopart Inc$98.2M0.08%2,001,856CommonSOLE
576485205MTDRMatador Resources Co$96.5M0.08%2,023,151CommonSOLE
92338C103VLTOVeralto Corp$95.1M0.08%942,460CommonSOLE
86881A100SGRYSurgery Partners Inc$95.1M0.08%4,275,807CommonSOLE
05722G100BKRBaker Hughes Co$94.5M0.08%2,465,371CommonSOLE
806857108SLBSchlumberger NV$91.0M0.07%2,693,053CommonSOLE
87971M103TUTELUS Corp$90.3M0.07%5,620,630CommonSOLE
277432100EMNEastman Chemical Co$89.8M0.07%1,202,180CommonSOLE
958669103WESWestern Midstream Partners LP$86.4M0.07%2,232,943CommonSOLE
05946K101BBVABanco Bilbao Vizcaya Argentaria SA$86.3M0.07%5,616,471CommonSOLE
911363109URIUnited Rentals Inc$86.0M0.07%114,195CommonSOLE
69331C108PCGPG&E Corp$85.7M0.07%6,150,987CommonSOLE
218352102CORTCorcept Therapeutics Inc$85.7M0.07%1,167,935CommonSOLE
M2682V108CYBRCyberArk Software Ltd$85.7M0.07%210,546CommonSOLE
16119P108CHTRCharter Communications Inc$84.4M0.07%206,531CommonSOLE
80874P109LNWOLight & Wonder Inc$84.4M0.07%876,552CommonSOLE
58506Q109MEDPMedpace Holdings Inc$82.8M0.07%263,909CommonSOLE
372460105GPCGenuine Parts Co$82.0M0.07%675,666CommonSOLE
12504L109CBRECBRE Group Inc$82.0M0.07%584,906CommonSOLE
48251W104KKRKKR & Co Inc$80.7M0.07%606,393CommonSOLE
443201108HWMHowmet Aerospace Inc$79.5M0.06%427,100CommonSOLE
M5216V106GLBEGlobal-E Online Ltd.$78.8M0.06%2,350,403CommonSOLE
95082P105WCCWESCO International Inc$78.8M0.06%425,272CommonSOLE
90400D108RAREUltragenyx Pharmaceutical Inc$77.8M0.06%2,140,577CommonSOLE
28414H103ELANElanco Animal Health Inc$77.1M0.06%5,397,434CommonSOLE
55261F104MTBM&T Bank Corp$76.8M0.06%395,886CommonSOLE
148929102CAVACava Group Inc$76.2M0.06%905,154CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group Inc$75.9M0.06%5,530,366CommonSOLE
21044C107ROADConstruction Partners Inc$75.8M0.06%713,049CommonSOLE
683715106OTEXOpen Text Corp$75.1M0.06%2,570,857CommonSOLE
548661107LOWLowe's Cos Inc$74.9M0.06%337,543CommonSOLE
452308109ITWIllinois Tool Works Inc$74.5M0.06%301,268CommonSOLE
05534B760BCEBCE Inc$73.2M0.06%3,301,008CommonSOLE
75734B100RDDTReddit Inc$72.4M0.06%480,969CommonSOLE
124765108CAECAE Inc$72.3M0.06%2,469,472CommonSOLE
69343T107PJTPJT Partners Inc$72.3M0.06%437,976CommonSOLE
055622104BPBP PLC$71.9M0.06%2,401,872CommonSOLE
19247A100CNSCohen & Steers Inc$71.8M0.06%952,506CommonSOLE
78410G104SBACSBA Communications Corp$71.6M0.06%304,868CommonSOLE
G02602103DOXAmdocs Ltd$71.4M0.06%782,978CommonSOLE
093712107BEBloom Energy Corp$70.6M0.06%2,950,960CommonSOLE
750491102RDNTRadNet Inc$68.7M0.06%1,207,352CommonSOLE
12572Q105CMECME Group Inc$68.4M0.06%248,156CommonSOLE
03676B102AMAntero Midstream Corp$68.3M0.06%3,606,133CommonSOLE
49845K101KVYOKlaviyo Inc$68.1M0.06%2,026,846CommonSOLE
136385101CNQCanadian Natural Resources Ltd$67.8M0.06%2,159,415CommonSOLE
706327103PBAPembina Pipeline Corp$64.3M0.05%1,714,844CommonSOLE
G3730V105FTAIFTAI Aviation Ltd.$64.3M0.05%558,735CommonSOLE
428103105HESMHess Midstream LP$63.6M0.05%1,651,315CommonSOLE
40171V100GWREGuidewire Software Inc$62.6M0.05%265,840CommonSOLE
63947X101NCNOnCino Inc$61.7M0.05%2,207,159CommonSOLE
M7S64H106MNDYMonday.com LTD$61.6M0.05%195,739CommonSOLE
78464A870XBISPDR S&P Biotech ETF$61.1M0.05%736,279CommonSOLE
26701L100BROSDutch Bros Inc$59.3M0.05%866,937CommonSOLE
09290D101BLKBlackrock Inc$58.9M0.05%56,131CommonSOLE
00217Y104ATSATS Corp$58.9M0.05%1,847,036CommonSOLE
172967424CCitigroup Inc$58.7M0.05%689,292CommonSOLE
22160K105COSTCostco Wholesale Corp$58.3M0.05%58,874CommonSOLE
632307104NTRANatera Inc$57.8M0.05%342,242CommonSOLE
45167R104IEXIDEX Corp$57.6M0.05%328,353CommonSOLE
12532H104GIBCGI Inc$57.5M0.05%548,788CommonSOLE
671044105OSISOSI Systems Inc$57.4M0.05%255,418CommonSOLE
69370C100PTCPTC Inc$56.7M0.05%328,759CommonSOLE
747525103QCOMQUALCOMM Inc$56.2M0.05%352,885CommonSOLE
19247G107COHRCoherent Corp$55.6M0.05%622,793CommonSOLE
87807B107TRPTC Energy Corp$54.5M0.04%1,116,119CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$54.3M0.04%1,366,186CommonSOLE
617446448MSMorgan Stanley$54.2M0.04%385,043CommonSOLE
09581B103OWLBlue Owl Capital Inc$54.0M0.04%2,812,361CommonSOLE
159864107CRLCharles River Laboratories International Inc$53.5M0.04%352,488CommonSOLE
057665200BCPCBalchem Corp$53.5M0.04%335,832CommonSOLE
235851102DHRDanaher Corp$53.2M0.04%269,389CommonSOLE
227046109CROXCrocs Inc$52.9M0.04%522,374CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$52.3M0.04%1,027,527CommonSOLE
827048109SLGNSilgan Holdings Inc$52.2M0.04%964,067CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$52.0M0.04%405,708CommonSOLE
165167735EXEExpand Energy Corp$51.8M0.04%443,173CommonSOLE
371927104GELGenesis Energy LP$49.9M0.04%2,897,883CommonSOLE
34964C106FBINFortune Brands Innovations Inc$49.8M0.04%966,677CommonSOLE
377322102GKOSGlaukos Corp$49.5M0.04%478,792CommonSOLE
726503105PAAPlains All American Pipeline LP$48.9M0.04%2,671,371CommonSOLE
925652109VICIVICI Properties Inc$48.6M0.04%1,490,057CommonSOLE
G3323L100FNFabrinet$48.2M0.04%163,501CommonSOLE
74736K101QRVOQorvo Inc$47.6M0.04%560,622CommonSOLE
81730H109SSentinelOne Inc$47.6M0.04%2,603,706CommonSOLE
416515104HIGHartford Insurance Group Inc/The$47.6M0.04%374,799CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$47.4M0.04%767,947CommonSOLE
L44385109GLOBGlobant S.A.$46.3M0.04%509,756CommonSOLE
615394202MOG/AMoog Inc$46.2M0.04%255,141CommonSOLE
08265T208BSYBentley Systems Inc$44.9M0.04%831,873CommonSOLE
25278X109FANGDiamondback Energy Inc$44.5M0.04%323,597CommonSOLE
760759100RSGRepublic Services Inc$43.2M0.04%175,008CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$43.0M0.03%342,302CommonSOLE
526057104LENLennar Corp$43.0M0.03%388,321CommonSOLE
85209W109SPTSprout Social Inc$42.3M0.03%2,024,988CommonSOLE
127203107WHDCactus Inc$42.3M0.03%967,959CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$42.3M0.03%622,179CommonSOLE
67077M108NTRNutrien Ltd$41.9M0.03%718,912CommonSOLE
31488V107FERGFerguson Enterprises Inc$41.8M0.03%191,893CommonSOLE
45827U109INTAIntapp Inc$41.3M0.03%800,612CommonSOLE
74340W103PLDProLogis Inc$41.3M0.03%392,749CommonSOLE
74624M102PPure Storage Inc$40.9M0.03%710,628CommonSOLE
28618M106ESIElement Solutions Inc$40.9M0.03%1,804,564CommonSOLE
580589109MGRCMcGrath RentCorp$40.7M0.03%351,155CommonSOLE
826919102SLABSilicon Laboratories Inc$40.3M0.03%273,776CommonSOLE
45780R101IBPInstalled Building Products Inc$39.9M0.03%221,316CommonSOLE
512807306LRCXLam Research Corp$39.7M0.03%408,118CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$39.5M0.03%987,591CommonSOLE
78781J109SAILSailPoint Inc$39.4M0.03%1,723,449CommonSOLE
92343V104VZVerizon Communications Inc$39.3M0.03%907,880CommonSOLE
902788108UMBFUMB Financial Corp$39.0M0.03%370,936CommonSOLE
030420103AWKAmerican Water Works Co Inc$38.7M0.03%278,178CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$38.6M0.03%532,149CommonSOLE
39874R101GOGrocery Outlet Holding Corp$38.5M0.03%3,096,948CommonSOLE
460146103IPInternational Paper Co$38.3M0.03%818,640CommonSOLE
15135U109CVECENOVUS ENERGY INC$37.7M0.03%2,774,549CommonSOLE
754730109RJFRaymond James Financial Inc$37.7M0.03%245,663CommonSOLE
G0450A105ACGLArch Capital Group Ltd$37.1M0.03%407,908CommonSOLE
G8473T100STESTERIS PLC$36.8M0.03%153,316CommonSOLE
85472N109STNStantec Inc$36.5M0.03%336,029CommonSOLE
82846H504QXO 5.5 05/15/28QXO Inc$36.1M0.03%582,725CommonSOLE
92345Y106VRSKVerisk Analytics Inc$36.1M0.03%115,904CommonSOLE
33767E202FSVFirstService Corp$35.9M0.03%205,407CommonSOLE
26603R106DUOLDuolingo Inc$35.7M0.03%87,012CommonSOLE
86765K109SUNSunoco LP$35.5M0.03%662,929CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$35.5M0.03%50,191CommonSOLE
09857L108BKNGBooking Holdings Inc$35.4M0.03%6,107CommonSOLE
03957W106AROCArchrock Inc$35.3M0.03%1,423,623CommonSOLE
04010L103ARCCAres Capital Corp$35.3M0.03%1,607,212CommonSOLE
498894104KNFKnife River Corp$35.0M0.03%428,705CommonSOLE
629209305NMIHNMI Holdings Inc$34.2M0.03%811,684CommonSOLE
219948106CPAYCorpay Inc$33.6M0.03%101,333CommonSOLE
142152107CAICaris Life Sciences Inc$33.6M0.03%1,257,125CommonSOLE
98423F109XMTRXometry Inc$33.4M0.03%988,686CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$33.1M0.03%325,237CommonSOLE
98956A105ZETAZeta Global Holdings Corp$32.9M0.03%2,121,898CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$32.4M0.03%432,993CommonSOLE
22160N109CSGPCoStar Group Inc$32.0M0.03%398,212CommonSOLE
82452J307FOUR 6 05/01/28Shift4 Payments Inc$31.5M0.03%273,056CommonSOLE
882681109TXRHTexas Roadhouse Inc$31.2M0.03%166,628CommonSOLE
687793109OSCROscar Health Inc$31.1M0.03%1,449,224CommonSOLE
032654105ADIAnalog Devices Inc$30.8M0.03%129,497CommonSOLE
88033G407THCTenet Healthcare Corp$30.5M0.02%173,243CommonSOLE
642045108AESIAtlas Energy Solutions Inc$30.4M0.02%2,274,696CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$29.8M0.02%506,342CommonSOLE
69553P100PDPagerDuty Inc$29.8M0.02%1,948,867CommonSOLE
92047W101VVVValvoline Inc$29.6M0.02%782,188CommonSOLE
05352A100AVTRAvantor Inc$29.6M0.02%2,197,897CommonSOLE
608190104MHKMohawk Industries Inc$29.2M0.02%278,373CommonSOLE
637417106NNNNNN REIT Inc$28.8M0.02%667,009CommonSOLE
H1467J104CBChubb Ltd$28.2M0.02%97,338CommonSOLE
16411Q101CQPCheniere Energy Partners LP$27.6M0.02%493,091CommonSOLE
09260D107BXBlackstone Inc$27.4M0.02%183,012CommonSOLE
65339F101NEENextEra Energy Inc$26.8M0.02%386,572CommonSOLE
339750101FNDFloor & Decor Holdings Inc$26.6M0.02%350,065CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corp$26.3M0.02%496,537CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & Co Inc$26.3M0.02%490,078CommonSOLE
912008109USFDUS Foods Holding Corp$26.0M0.02%337,245CommonSOLE
18467V109YOUClear Secure Inc$25.9M0.02%931,369CommonSOLE
171484108CHDNChurchill Downs Inc$25.5M0.02%252,047CommonSOLE
191241108KOFCoca-Cola Femsa SAB de CV$25.4M0.02%262,451CommonSOLE
G48833118WFRDWeatherford International PLC$25.4M0.02%506,292CommonSOLE
898202106TRUPTrupanion Inc$25.3M0.02%457,708CommonSOLE
34354P105FLSFlowserve Corp$25.1M0.02%479,828CommonSOLE
56501R106MFCManulife Financial Corp$24.8M0.02%775,537CommonSOLE
817565104SCIService Corp International/US$24.7M0.02%303,684CommonSOLE
088929104BGCBGC Group Inc$24.6M0.02%2,407,748CommonSOLE
76118Y104REZIResideo Technologies Inc$24.2M0.02%1,095,387CommonSOLE
16935C109CHYMChime Financial Inc$24.2M0.02%700,020CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$22.1M0.02%1,007,373CommonSOLE
147448104CWSTCasella Waste Systems Inc$21.9M0.02%190,235CommonSOLE
000360206AAONAAON Inc$21.7M0.02%294,455CommonSOLE
194693107CIGIColliers International Group Inc$21.7M0.02%310,298CommonSOLE
539830109LMTLockheed Martin Corp$21.6M0.02%46,587CommonSOLE
09073M104TECHBio-Techne Corp$21.3M0.02%413,807CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$21.2M0.02%252,367CommonSOLE
92243G108PCVXVaxcyte Inc$21.0M0.02%646,055CommonSOLE
G76279101ROIVRoivant Sciences Ltd.$21.0M0.02%1,860,540CommonSOLE
343412102FLRFluor Corp$20.8M0.02%405,224CommonSOLE
17275R102CSCOCisco Systems Inc$20.8M0.02%299,124CommonSOLE
29476L107EQREquity Residential$20.5M0.02%304,256CommonSOLE
216648501COOCooper Cos Inc/The$20.3M0.02%285,680CommonSOLE
374163103GERNGeron Corp$20.3M0.02%14,376,311CommonSOLE
76243J105RYTMRhythm Pharmaceuticals Inc$19.7M0.02%312,445CommonSOLE
031162100AMGNAmgen Inc$19.7M0.02%70,662CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$19.3M0.02%2,325,232CommonSOLE
778296103ROSTRoss Stores Inc$19.3M0.02%151,186CommonSOLE
607828100MODModine Manufacturing Co$19.0M0.02%192,805CommonSOLE
23804L103DDOGDatadog Inc$18.9M0.02%140,723CommonSOLE
683344105ONTOOnto Innovation Inc$18.8M0.02%186,033CommonSOLE
29358P101ENSGEnsign Group Inc/The$18.4M0.01%119,523CommonSOLE
19260Q107COINCoinbase Global Inc$18.4M0.01%52,363CommonSOLE
87975H100TIXTTELUS International CDA Inc$18.2M0.01%5,009,672CommonSOLE
516544103LNTHLantheus Holdings Inc$18.2M0.01%222,085CommonSOLE
87650L103TARSTarsus Pharmaceuticals Inc$18.0M0.01%444,502CommonSOLE
16411R208LNGCheniere Energy Inc$17.6M0.01%72,259CommonSOLE
53566V106LINELineage Inc$17.3M0.01%397,977CommonSOLE
92686J106VKTXViking Therapeutics Inc$16.7M0.01%631,353CommonSOLE
23345M107DTMDT Midstream Inc$16.6M0.01%151,364CommonSOLE
80105N105SNYSanofi SA$16.5M0.01%341,443CommonSOLE
78709Y105SAIASaia Inc$15.6M0.01%57,047CommonSOLE
68278B107K4FOnestream Inc$15.5M0.01%549,003CommonSOLE
316773100FITBFifth Third Bancorp$15.1M0.01%368,196CommonSOLE
06417N103OZKBank OZK$14.8M0.01%314,200CommonSOLE
553368101MPMP Materials Corp$14.4M0.01%433,288CommonSOLE
N20944109CNHCNH Industrial NV$14.4M0.01%1,111,128CommonNONE
531229771FWONALiberty Media Corp-Liberty Formula One$13.9M0.01%146,715CommonSOLE
46222L108IONQIonQ Inc$13.9M0.01%324,205CommonSOLE
G96629103WTWWillis Towers Watson PLC$13.8M0.01%45,079CommonNONE
718172109PMPhilip Morris International Inc$13.8M0.01%75,674CommonSOLE
361448103GATXGATX Corp$13.2M0.01%85,836CommonSOLE
47074L105JAMFJamf Holding Corp$13.0M0.01%1,361,838CommonSOLE
913915104UTIUniversal Technical Institute Inc$12.9M0.01%381,943CommonSOLE
925050106VRNAVerona Pharma PLC$12.8M0.01%135,799CommonSOLE
736508847PORPortland General Electric Co$12.8M0.01%314,955CommonSOLE
92333F101VGVenture Global Inc$12.7M0.01%817,767CommonSOLE
298736109EEFTEuronet Worldwide Inc$12.7M0.01%125,228CommonSOLE
35138V102FOXFFox Factory Holding Corp$12.7M0.01%488,835CommonSOLE
49803T300KRGKite Realty Group Trust$12.4M0.01%548,259CommonSOLE
002896207ANFAbercrombie & Fitch Co$12.4M0.01%149,518CommonSOLE
74758T303QLYSQualys Inc$12.2M0.01%85,578CommonSOLE
59001A102MTHMeritage Homes Corp$12.2M0.01%181,648CommonSOLE
781846209RUSHARush Enterprises Inc$12.0M0.01%233,717CommonSOLE
24664T103DKLDelek Logistics Partners LP$12.0M0.01%279,818CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$11.9M0.01%149,831CommonSOLE
636274409NGGNational Grid PLC$11.9M0.01%159,527CommonSOLE
880779103TEXTerex Corp$11.7M0.01%251,209CommonSOLE
903731107ULSUL Solutions Inc$11.7M0.01%160,243CommonSOLE
771049103RBLXROBLOX Corp$11.6M0.01%109,907CommonSOLE
G0585R106AGOAssured Guaranty Ltd$11.4M0.01%131,015CommonSOLE
008492100ADCAgree Realty Corp$11.1M0.01%151,732CommonSOLE
453836108INDBIndependent Bank Corp$11.0M0.01%174,687CommonSOLE
253868103DLRDigital Realty Trust Inc$10.7M0.01%61,459CommonSOLE
844741108LUVSouthwest Airlines Co$10.7M0.01%330,139CommonSOLE
74164F103PRIMPrimoris Services Corp$10.4M0.01%133,157CommonSOLE
433000106HIMSHims & Hers Health Inc$10.4M0.01%207,704CommonSOLE
459200101IBMInternational Business Machines Corp$10.3M0.01%34,912CommonSOLE
92839U206VCVisteon Corp$10.2M0.01%109,002CommonSOLE
830879102SKYWSkywest Inc$10.1M0.01%97,985CommonSOLE
80706P103SRRKScholar Rock Holding Corp$10.1M0.01%284,412CommonSOLE
59100U108CASHPathward Financial Inc$10.0M0.01%126,987CommonSOLE
G3223R108EGEverest Group Ltd$10.0M0.01%29,500CommonSOLE
30226D106EXTRExtreme Networks Inc$10.0M0.01%556,981CommonSOLE
22758A105CAPLCrossAmerica Partners LP$9.9M0.01%471,012CommonSOLE
500643200KFYKorn Ferry$9.7M0.01%132,466CommonSOLE
539439109LYGLloyds Banking Group PLC$9.7M0.01%2,280,279CommonSOLE
11285B108BEPCBrookfield Renewable Corp$9.6M0.01%293,850CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$9.5M0.01%284,359CommonSOLE
40145W101GRDNGuardian Pharmacy Services Inc$9.5M0.01%445,524CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$9.4M0.01%65,273CommonSOLE
00724F101ADBEAdobe Inc$9.4M0.01%24,230CommonSOLE
960417103WLKPWestlake Chemical Partners LP$9.3M0.01%422,835CommonSOLE
G87264100TGLSTecnoglass Inc.$9.3M0.01%120,418CommonSOLE
099406100BOOTBoot Barn Holdings Inc$9.3M0.01%61,090CommonSOLE
G8232Y101Penguin Solutions Inc$9.3M0.01%467,797CommonSOLE
918090101UTZUtz Brands Inc$9.0M0.01%719,457CommonSOLE
465741106ITRIItron Inc$9.0M0.01%68,525CommonSOLE
719405102PLABPhotronics Inc$9.0M0.01%478,944CommonSOLE
737630103PCHPotlatchDeltic Corp$9.0M0.01%235,010CommonSOLE
78473E103SPXCSPX Technologies Inc$9.0M0.01%53,385CommonSOLE
67000B104NOVTNovanta Inc$8.9M0.01%69,170CommonSOLE
31428X106FDXFedEx Corp$8.9M0.01%39,207CommonSOLE
464287648IWOiShares Russell 2000 Growth ETF$8.8M0.01%30,868CommonSOLE
26969P108EXPEagle Materials Inc$8.8M0.01%43,465CommonSOLE
949746101WMT2Wells Fargo & Co$8.7M0.01%108,380CommonSOLE
G3R239101GAMBGambling.com Group Limited$8.6M0.01%725,413CommonSOLE

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.