MondegarAI
Clearbridge Investments, LLC

Q3 2025 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2025-11-13 · accession 0001348883-25-000015

$132.80B
Reported value
712
Positions
2025-09-30
Period end
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The Brief · Clearbridge Investments, LLC · Q3 2025

AI · grounded in 13F

Clearbridge Investments, LLC established a new position in NVDA valued at $6.58B. The fund also initiated new stakes in MSFT for $6.16B and AMZN for $4.02B. Additional new positions include META at $3.94B and AAPL at $3.90B.

Holdings as filed

First 500 of 712

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$6.58B4.96%35,292,101CommonSOLE
594918104MSFTMicrosoft Corp$6.16B4.64%11,890,252CommonSOLE
023135106AMZNAmazon.com Inc$4.02B3.03%18,328,890CommonSOLE
30303M102METAMeta Platforms Inc$3.94B2.97%5,362,298CommonSOLE
037833100AAPLApple Inc$3.90B2.93%15,299,452CommonSOLE
11135F101AVGOBroadcom Inc$3.47B2.61%10,517,921CommonSOLE
02079K305GOOGLAlphabet Inc$2.59B1.95%10,655,696CommonSOLE
92826C839VVisa Inc$2.57B1.94%7,539,235CommonSOLE
64110L106NFLXNetflix Inc$1.95B1.47%1,626,911CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.52B1.14%4,815,748CommonSOLE
68389X105ORCLOracle Corp$1.29B0.97%4,590,631CommonSOLE
G29183103ETNEaton Corp PLC$1.26B0.95%3,368,621CommonSOLE
88160R101TSLATesla Inc$1.21B0.91%2,719,179CommonSOLE
75513E101RTXRTX Corp$1.20B0.90%7,151,051CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.19B0.90%4,273,688CommonSOLE
697435105PANWPalo Alto Networks Inc$1.19B0.90%5,859,097CommonSOLE
G87052109TELTE Connectivity$1.15B0.86%5,232,261CommonSOLE
G54950103LINLinde PLC$1.15B0.86%2,411,888CommonSOLE
N07059210ASMLASML Holding NV$1.12B0.85%1,160,166CommonSOLE
969457100WMBWilliams Cos Inc/The$1.11B0.84%17,577,356CommonSOLE
29250N105ENBEnbridge Inc$1.09B0.82%21,628,289CommonSOLE
30231G102XOMExxon Mobil Corp$1.06B0.80%9,377,556CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$1.04B0.78%2,645,764CommonSOLE
478160104JNJJohnson & Johnson$989.3M0.74%5,335,692CommonSOLE
816851109SRESempra$983.1M0.74%10,926,600CommonSOLE
502431109LHXL3Harris Technologies Inc$978.7M0.74%3,204,642CommonSOLE
883556102TMOThermo Fisher Scientific Inc$954.3M0.72%1,967,528CommonSOLE
060505104BACBank of America Corp$931.3M0.70%18,051,330CommonSOLE
824348106SHWSherwin-Williams Co/The$912.6M0.69%2,635,566CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$910.3M0.69%4,517,111CommonSOLE
89417E109TRVTravelers Cos Inc/The$903.4M0.68%3,235,445CommonSOLE
461202103INTUIntuit Inc$875.4M0.66%1,281,847CommonSOLE
872540109TJXTJX Cos Inc/The$840.1M0.63%5,812,209CommonSOLE
075887109BDXBecton Dickinson & Co$824.9M0.62%4,406,987CommonSOLE
384802104GWWWW Grainger Inc$818.3M0.62%858,696CommonSOLE
907818108UNPUnion Pacific Corp$805.2M0.61%3,406,353CommonSOLE
46120E602ISRGIntuitive Surgical Inc$775.2M0.58%1,733,232CommonSOLE
929160109VMCVulcan Materials Co$711.7M0.54%2,313,647CommonSOLE
009066101ABNBAirbnb Inc$711.2M0.54%5,857,492CommonSOLE
03027X100AMTAmerican Tower Corp$707.2M0.53%3,677,219CommonSOLE
254687106DISWALT DISNEY COMPANY$695.4M0.52%6,073,069CommonSOLE
126650100CVSCVS Health Corp$680.9M0.51%9,031,836CommonSOLE
90353T100UBERUber Technologies Inc$672.2M0.51%6,861,280CommonSOLE
871607107SNPSSynopsys Inc$670.2M0.50%1,358,418CommonSOLE
863667101SYKStryker Corp$668.1M0.50%1,807,235CommonSOLE
872590104TMUST-Mobile US Inc$663.1M0.50%2,770,023CommonSOLE
29364G103ETREntergy Corp$651.8M0.49%6,994,555CommonSOLE
82509L107SHOPShopify Inc$647.2M0.49%4,354,811CommonSOLE
052769106ADSKAutodesk Inc$622.7M0.47%1,960,336CommonSOLE
03831W108APPAppLovin Corp$619.4M0.47%862,028CommonSOLE
70450Y103PYPLPayPal Holdings Inc$614.7M0.46%9,167,081CommonSOLE
35671D857FCXFreeport-McMoRan Inc$612.2M0.46%15,609,661CommonSOLE
81762P102NOWServiceNow Inc$603.0M0.45%655,191CommonSOLE
20030N101CMCSAComcast Corp$587.6M0.44%18,701,316CommonSOLE
191216100KOCoca-Cola Co/The$585.2M0.44%8,824,422CommonSOLE
742718109PGProcter & Gamble Co/The$573.1M0.43%3,729,901CommonSOLE
29444U700EQIXEquinix Inc$570.3M0.43%728,171CommonSOLE
94106L109WMWaste Management Inc$570.0M0.43%2,581,082CommonSOLE
437076102HDHome Depot Inc/The$568.0M0.43%1,401,786CommonSOLE
G51502105JCIJohnson Controls International plc$567.8M0.43%5,163,876CommonSOLE
04016X101ARGXArgenx SE$558.2M0.42%756,862CommonSOLE
855244109SBUXStarbucks Corp$547.5M0.41%6,471,592CommonSOLE
61174X109MNSTMonster Beverage Corp$536.8M0.40%7,974,897CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$531.1M0.40%1,082,987CommonSOLE
78409V104SPGIS&P Global Inc$528.5M0.40%1,085,798CommonSOLE
92939U106WECWEC Energy Group Inc$518.3M0.39%4,522,972CommonSOLE
65339F101NEENextEra Energy Inc$506.4M0.38%6,707,571CommonSOLE
59156R108METMetLife Inc$501.1M0.38%6,084,235CommonSOLE
882508104TXNTexas Instruments Inc$499.1M0.38%2,716,444CommonSOLE
91324P102UNHUnitedHealth Group Inc$493.4M0.37%1,428,761CommonSOLE
666807102NOCNorthrop Grumman Corp$492.0M0.37%807,406CommonSOLE
92537N108VRTVertiv Holdings Co$487.3M0.37%3,230,436CommonSOLE
26884L109EQTEQT Corp$486.8M0.37%8,943,904CommonSOLE
81141R100SESea Ltd$469.2M0.35%2,625,354CommonSOLE
87807B107TRPTC Energy Corp$454.7M0.34%8,356,989CommonSOLE
14040H105COFCapital One Financial Corp$453.3M0.34%2,132,274CommonSOLE
45784P101PODDInsulet Corp$453.0M0.34%1,467,274CommonSOLE
79466L302CRMSalesforce Inc$442.8M0.33%1,868,417CommonSOLE
808513105SCHWCharles Schwab Corp/The$441.3M0.33%4,622,055CommonSOLE
053484101AVBAvalonBay Communities Inc$437.9M0.33%2,267,079CommonSOLE
71377A103PFGCPerformance Food Group Co$436.8M0.33%4,198,074CommonSOLE
03769M106APOApollo Global Management Inc$436.2M0.33%3,273,187CommonSOLE
009158106APDAir Products and Chemicals Inc$431.8M0.33%1,583,281CommonSOLE
931142103WMTWalmart Inc$428.9M0.32%4,161,650CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$421.8M0.32%2,099,112CommonSOLE
58933Y105MRKMerck & Co Inc$417.2M0.31%4,970,487CommonSOLE
147528103CASYCasey's General Stores Inc$403.6M0.30%714,000CommonSOLE
904767704Unilever PLC$399.4M0.30%6,737,679CommonSOLE
573874104MRVLMarvell Technology Inc$396.6M0.30%4,717,628CommonSOLE
166764100CVXChevron Corp$388.3M0.29%2,500,648CommonSOLE
92840M102VSTVistra Corp$376.5M0.28%1,921,513CommonSOLE
233331107DTEDTE Energy Co$375.5M0.28%2,655,194CommonSOLE
26622P107DOCSDoximity Inc$375.2M0.28%5,128,772CommonSOLE
046353108AZNNAstraZeneca PLC$361.5M0.27%4,712,057CommonSOLE
983793100XPOXPO Inc$350.1M0.26%2,708,296CommonSOLE
58733R102MELIMERCADOLIBRE INC$346.3M0.26%148,181CommonSOLE
184496107CLHClean Harbors Inc$331.2M0.25%1,426,351CommonSOLE
74460D109PSAPUBLIC STORAGE$330.9M0.25%1,145,571CommonSOLE
136375102CNICanadian National Railway Co$330.5M0.25%3,504,882CommonSOLE
290876101EMAEmera Inc$329.3M0.25%6,866,836CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$313.4M0.24%3,754,625CommonSOLE
443573100HUBSHubSpot Inc$305.1M0.23%652,139CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$300.7M0.23%598,179CommonSOLE
405552100HLNHaleon PLC$299.1M0.23%33,347,932CommonSOLE
438516106HONHoneywell International Inc$298.3M0.22%1,417,150CommonSOLE
682680103OKEOneok Inc$298.3M0.22%4,087,514CommonSOLE
532457108LLYEli Lilly & Co$292.3M0.22%383,120CommonSOLE
770700102HOODRobinhood Markets Inc$291.0M0.22%2,032,476CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$283.8M0.21%622,435CommonSOLE
87256C101TKOTKO Group Holdings Inc$282.8M0.21%1,400,431CommonSOLE
72352L106PINSPinterest Inc$276.1M0.21%8,583,591CommonSOLE
670837103OGEOGE Energy Corp$266.6M0.20%5,761,316CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$266.0M0.20%3,570,807CommonSOLE
G8994E103TTTrane Technologies PLC$263.1M0.20%623,464CommonSOLE
45866F104ICEIntercontinental Exchange Inc$257.0M0.19%1,525,438CommonSOLE
26856L103ELFelf Beauty Inc$255.2M0.19%1,926,321CommonSOLE
00287Y109ABBVAbbVie Inc$253.3M0.19%1,094,139CommonSOLE
69351T106PPLPPL Corp$253.2M0.19%6,814,857CommonSOLE
36262G101GXOGXO Logistics Inc$252.4M0.19%4,771,411CommonSOLE
097023105BABoeing Co/The$250.6M0.19%1,161,062CommonSOLE
291011104EMREmerson Electric Co$248.4M0.19%1,893,641CommonSOLE
595017104MCHPMicrochip Technology Inc$247.6M0.19%3,854,970CommonSOLE
833445109SNOWSnowflake Inc$241.9M0.18%1,072,691CommonSOLE
58155Q103MCKMcKesson Corp$241.0M0.18%311,909CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$239.1M0.18%921,541CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$238.3M0.18%316CommonSOLE
03990B101ARESAres Management Corp$237.7M0.18%1,486,601CommonSOLE
20825C104COPConocoPhillips$230.0M0.17%2,431,929CommonSOLE
55354G100MSCIMSCI Inc$229.5M0.17%404,534CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$226.9M0.17%1,611,698CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$225.7M0.17%1,338,920CommonSOLE
701094104PHParker-Hannifin Corp$225.0M0.17%296,796CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$219.3M0.17%1,227,178CommonSOLE
172908105CTASCintas Corp$217.9M0.16%1,061,448CommonSOLE
29273V100ETEnergy Transfer LP$216.9M0.16%12,640,994CommonSOLE
49456B101KMIKinder Morgan Inc$215.6M0.16%7,615,120CommonSOLE
053015103ADPAutomatic Data Processing Inc$212.3M0.16%723,388CommonSOLE
23804L103DDOGDatadog Inc$211.1M0.16%1,482,607CommonSOLE
892356106TSCOTractor Supply Co$210.0M0.16%3,692,179CommonSOLE
093712107BEBloom Energy Corp$208.8M0.16%2,468,646CommonSOLE
05464C101AXONAxon Enterprise Inc$203.9M0.15%284,089CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$202.2M0.15%2,168,737CommonSOLE
21037T109CEGConstellation Energy Corp$201.0M0.15%610,702CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$200.9M0.15%971,042CommonSOLE
N3167Y103RACEFerrari NV$200.7M0.15%413,727CommonSOLE
780087102RYRoyal Bank of Canada$200.0M0.15%1,357,916CommonSOLE
293792107EPDEnterprise Products Partners LP$200.0M0.15%6,396,622CommonSOLE
83671M105SOBOSouth Bow Corp$199.5M0.15%7,053,101CommonSOLE
G4705A100ICLRICON PLC$198.5M0.15%1,134,440CommonSOLE
256163106DOCUDocuSign Inc$195.5M0.15%2,711,710CommonSOLE
70975L107PENPenumbra Inc$191.9M0.14%757,508CommonSOLE
N3168P101FERFerrovial SE$191.5M0.14%3,296,676CommonSOLE
02079K107GOOGAlphabet Inc$191.2M0.14%785,189CommonSOLE
281020107EIXEdison International$190.7M0.14%3,450,364CommonSOLE
15101Q207CLSCelestica Inc$190.7M0.14%774,003CommonSOLE
891160509TDToronto-Dominion Bank/The$189.8M0.14%2,374,211CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$186.7M0.14%1,787,770CommonSOLE
40415F101HDBHDFC BANK LTD$184.8M0.14%5,409,879CommonSOLE
878742204TECKTeck Resources Ltd$183.9M0.14%4,189,429CommonSOLE
169656105CMGChipotle Mexican Grill Inc$179.8M0.14%4,589,038CommonSOLE
45168D104IDXXIdexx Laboratories Inc$179.4M0.14%280,847CommonSOLE
75524B104RBCRBC Bearings Inc$176.1M0.13%451,077CommonSOLE
244199105DEDeere & Co$175.6M0.13%383,935CommonSOLE
69608A108PLTRPalantir Technologies Inc$172.8M0.13%947,158CommonSOLE
199908104FIXComfort Systems USA Inc$171.8M0.13%208,191CommonSOLE
063671101BMOBank of Montreal$168.9M0.13%1,296,450CommonSOLE
835699307SONYSony Group Corp$168.8M0.13%5,861,465CommonSOLE
05605H100BWXTBWX Technologies Inc$168.3M0.13%912,965CommonSOLE
278865100ECLEcolab Inc$168.1M0.13%613,883CommonSOLE
88322Q108TGTXTG Therapeutics Inc$167.8M0.13%4,644,475CommonSOLE
22822V101CCICrown Castle Inc$166.7M0.13%1,727,441CommonSOLE
579780206MKCMcCormick & Co Inc/MD$164.7M0.12%2,461,782CommonSOLE
94106B101WCNWaste Connections Inc$164.2M0.12%934,058CommonSOLE
15189T107CNPCenterPoint Energy Inc$162.0M0.12%4,174,576CommonSOLE
573284106MLMMartin Marietta Materials Inc$159.4M0.12%252,870CommonSOLE
M98068105WIXWix.com Ltd$159.2M0.12%896,389CommonSOLE
11285B108BEPCBrookfield Renewable Corp$155.9M0.12%4,530,672CommonSOLE
122017106BURLBurlington Stores Inc$155.9M0.12%612,553CommonSOLE
21871X109CRBGCorebridge Financial Inc$154.8M0.12%4,828,702CommonSOLE
82452J109FOURShift4 Payments Inc$154.4M0.12%1,994,284CommonSOLE
457669307INSMInsmed Inc$153.8M0.12%1,068,018CommonSOLE
879360105TDYTeledyne Technologies Inc$153.6M0.12%262,114CommonSOLE
518415104LSCCLattice Semiconductor Corp$151.9M0.11%2,071,359CommonSOLE
351858105FNVFranco-Nevada Corp$149.2M0.11%669,383CommonSOLE
16679L109CHWYChewy Inc$148.4M0.11%3,669,623CommonSOLE
803054204SAPSAP SE$147.0M0.11%550,234CommonSOLE
064149107BNSBank of Nova Scotia/The$145.6M0.11%2,252,532CommonSOLE
025816109AXPAmerican Express Co$142.7M0.11%429,755CommonSOLE
375558103GILDGilead Sciences Inc$141.3M0.11%1,273,087CommonSOLE
00187Y100APGAPI Group Corp$140.5M0.11%4,088,295CommonSOLE
651639106NEMNewmont Corp$140.0M0.11%1,660,888CommonSOLE
89531P105TREXTrex Co Inc$136.2M0.10%2,636,366CommonSOLE
620076307MSIMotorola Solutions Inc$136.1M0.10%297,629CommonSOLE
595112103MUMicron Technology Inc$134.9M0.10%806,057CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$133.9M0.10%1,242,345CommonSOLE
72651A207PAGPPlains GP Holdings LP$133.3M0.10%7,306,129CommonSOLE
58506Q109MEDPMedpace Holdings Inc$131.9M0.10%256,564CommonSOLE
538034109LYVLive Nation Entertainment Inc$131.5M0.10%804,910CommonSOLE
68268W103OMFOneMain Holdings Inc$130.6M0.10%2,313,309CommonSOLE
922280102VRNSVaronis Systems Inc$130.5M0.10%2,270,399CommonSOLE
632307104NTRANatera Inc$129.0M0.10%801,420CommonSOLE
443201108HWMHowmet Aerospace Inc$128.9M0.10%656,899CommonSOLE
42226A107HQYHealthEquity Inc$128.9M0.10%1,359,832CommonSOLE
87612G101TRGPTarga Resources Corp$126.1M0.09%752,950CommonSOLE
22052L104CTVACorteva Inc$125.5M0.09%1,855,883CommonSOLE
97650W108WTFCWintrust Financial Corp$120.2M0.09%907,483CommonSOLE
460146103IPInternational Paper Co$120.1M0.09%2,588,524CommonSOLE
05722G100BKRBaker Hughes Co$120.1M0.09%2,464,427CommonSOLE
320517105FHNFirst Horizon Corp$120.0M0.09%5,308,827CommonSOLE
98887Q104ZLABZai Lab Ltd$119.3M0.09%3,519,337CommonSOLE
974155103WINGWingstop Inc$119.0M0.09%472,792CommonSOLE
526057104LENLennar Corp$119.0M0.09%943,791CommonSOLE
28414H103ELANElanco Animal Health Inc$118.8M0.09%5,897,598CommonSOLE
441593100HLIHoulihan Lokey Inc$117.6M0.09%572,763CommonSOLE
552848103MTGMGIC Investment Corp$116.6M0.09%4,109,045CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$116.4M0.09%512,820CommonSOLE
126408103CSXCSX Corp$115.9M0.09%3,263,752CommonSOLE
45104G104IBNICICI BANK LIMITED$115.6M0.09%3,823,203CommonSOLE
458140100INTCIntel Corp$115.2M0.09%3,434,759CommonSOLE
852234103XYZBlock Inc$112.0M0.08%1,550,154CommonSOLE
026874784AIGAmerican International Group Inc$111.6M0.08%1,420,940CommonSOLE
349553107FTSFortis Inc/Canada$111.3M0.08%2,192,613CommonSOLE
713448108PEPPepsiCo Inc$110.7M0.08%788,165CommonSOLE
87422Q109TLNTalen Energy Corp$110.6M0.08%260,117CommonSOLE
G5960L103MDTMedtronic PLC$109.1M0.08%1,145,237CommonSOLE
971378104WSCWillScot Holdings Corp$109.0M0.08%5,165,672CommonSOLE
55336V100MPLXMPLX LP$108.5M0.08%2,171,689CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$108.4M0.08%1,923,251CommonSOLE
626755102MUSAMurphy USA Inc$107.9M0.08%277,882CommonSOLE
12008R107BLDRBuilders FirstSource Inc$107.9M0.08%889,501CommonSOLE
268150109DTDynatrace Inc$105.8M0.08%2,183,705CommonSOLE
68902V107OTISOtis Worldwide Corp$105.2M0.08%1,150,459CommonSOLE
781154109RBRKRubrik Inc$104.3M0.08%1,267,528CommonSOLE
639057207NWGNatwest Group PLC$103.9M0.08%7,343,366CommonSOLE
18539C204CWENClearway Energy Inc$103.8M0.08%3,675,449CommonSOLE
911363109URIUnited Rentals Inc$102.0M0.08%106,845CommonSOLE
69331C108PCGPG&E Corp$101.1M0.08%6,705,145CommonSOLE
26142V105DKNGDraftKings Inc$100.8M0.08%2,696,047CommonSOLE
218352102CORTCorcept Therapeutics Inc$96.6M0.07%1,161,828CommonSOLE
806857108SLBSchlumberger NV$96.2M0.07%2,798,839CommonSOLE
05964H105SANBanco Santander SA$95.7M0.07%9,133,900CommonSOLE
M5216V106GLBEGlobal-E Online Ltd$94.7M0.07%2,647,253CommonSOLE
683715106OTEXOpen Text Corp$94.2M0.07%2,518,853CommonSOLE
30212P303EXPEExpedia Group Inc$94.0M0.07%439,575CommonSOLE
16411R208LNGCheniere Energy Inc$93.2M0.07%396,567CommonSOLE
12504L109CBRECBRE Group Inc$92.2M0.07%584,906CommonSOLE
86881A100SGRYSurgery Partners Inc$91.8M0.07%4,242,620CommonSOLE
372460105GPCGenuine Parts Co$91.6M0.07%660,964CommonSOLE
750491102RDNTRadNet Inc$90.4M0.07%1,186,060CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$89.7M0.07%982,035CommonSOLE
02665T306AMHAmerican Homes 4 Rent$89.7M0.07%2,697,414CommonSOLE
217204106CPRTCopart Inc$89.6M0.07%1,992,184CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$89.5M0.07%536,632CommonSOLE
11271J107BNBrookfield Corp$89.5M0.07%1,958,211CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group Inc$89.4M0.07%5,608,962CommonSOLE
407497106HLNEHamilton Lane Inc$89.3M0.07%662,467CommonSOLE
303250104FICOFair Isaac Corp$87.8M0.07%58,652CommonSOLE
958669103WESWestern Midstream Partners LP$87.7M0.07%2,232,943CommonSOLE
H01301128ALCAlcon AG$87.2M0.07%1,169,665CommonSOLE
758750103RRXRegal Rexnord Corp$87.1M0.07%606,929CommonSOLE
87971M103TUTELUS Corp$86.9M0.07%5,512,180CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$86.2M0.06%1,146,876CommonSOLE
92338C103VLTOVeralto Corp$85.8M0.06%805,071CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$85.6M0.06%2,932,806CommonSOLE
548661107LOWLowe's Cos Inc$85.0M0.06%338,244CommonSOLE
21044C107ROADConstruction Partners Inc$82.1M0.06%646,250CommonSOLE
055622104BPBP PLC$82.0M0.06%2,379,416CommonSOLE
34959E109FTNTFortinet Inc$81.9M0.06%974,335CommonSOLE
48251W104KKRKKR & Co Inc$80.4M0.06%618,957CommonSOLE
95082P105WCCWESCO International Inc$80.2M0.06%378,992CommonSOLE
576485205MTDRMatador Resources Co$79.6M0.06%1,772,354CommonSOLE
337738108FISVFiserv Inc$78.1M0.06%605,787CommonSOLE
80874P109LNWOLight & Wonder Inc$78.0M0.06%929,488CommonSOLE
55261F104MTBM&T Bank Corp$76.5M0.06%387,044CommonSOLE
452308109ITWIllinois Tool Works Inc$76.4M0.06%292,811CommonSOLE
75734B100RDDTReddit Inc$76.3M0.06%331,675CommonSOLE
G25457105CRDOCredo Technology Group Holding$75.7M0.06%520,216CommonSOLE
05534B760BCEBCE Inc$75.7M0.06%3,236,562CommonSOLE
136385101CNQCanadian Natural Resources Ltd$75.7M0.06%2,367,150CommonSOLE
16119P108CHTRCharter Communications Inc$75.2M0.06%273,364CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$73.6M0.06%1,003,803CommonSOLE
69343T107PJTPJT Partners Inc$73.0M0.05%410,581CommonSOLE
124765108CAECAE Inc$72.3M0.05%2,438,716CommonSOLE
759530108RELXRELX PLC$71.8M0.05%1,504,351CommonSOLE
902788108UMBFUMB Financial Corp$71.6M0.05%604,890CommonSOLE
172967424CCitigroup Inc$71.3M0.05%702,352CommonSOLE
25243Q205DEODiageo PLC$70.0M0.05%752,680CommonSOLE
03676B102AMAntero Midstream Corp$69.9M0.05%3,598,243CommonSOLE
743315103PGRProgressive Corp/The$69.9M0.05%283,090CommonSOLE
M2682V108CYBRCyberArk Software Ltd$69.4M0.05%143,574CommonSOLE
706327103PBAPembina Pipeline Corp$68.1M0.05%1,684,235CommonSOLE
12572Q105CMECME Group Inc$66.7M0.05%246,957CommonSOLE
19247G107COHRCoherent Corp$66.5M0.05%617,191CommonSOLE
159864107CRLCharles River Laboratories International Inc$65.1M0.05%415,999CommonSOLE
09290D101BLKBlackrock Inc$64.8M0.05%55,575CommonSOLE
G02602103DOXAmdocs Ltd$64.3M0.05%783,290CommonSOLE
148929102CAVACava Group Inc$63.3M0.05%1,048,600CommonSOLE
771049103RBLXROBLOX Corp$62.7M0.05%452,522CommonSOLE
747525103QCOMQUALCOMM Inc$62.0M0.05%372,447CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$61.8M0.05%1,003,782CommonSOLE
19247A100CNSCohen & Steers Inc$61.6M0.05%938,806CommonSOLE
671044105OSISOSI Systems Inc$61.0M0.05%244,645CommonSOLE
40171V100GWREGuidewire Software Inc$60.3M0.05%262,188CommonSOLE
G3323L100FNFabrinet$59.5M0.04%163,081CommonSOLE
74624M102PPure Storage Inc$58.7M0.04%700,504CommonSOLE
63947X101NCNOnCino Inc$58.3M0.04%2,152,255CommonSOLE
194162103CLColgate-Palmolive Co$58.3M0.04%729,577CommonSOLE
404280406HSBCHSBC Holdings PLC$57.9M0.04%815,859CommonSOLE
617446448MSMorgan Stanley$57.6M0.04%362,533CommonSOLE
512807306LRCXLam Research Corp$57.3M0.04%428,185CommonSOLE
78410G104SBACSBA Communications Corp$57.2M0.04%296,083CommonSOLE
46434V423KSAISHARES TR$56.6M0.04%1,395,679CommonNONE
277432100EMNEastman Chemical Co$56.5M0.04%896,288CommonSOLE
428103105HESMHess Midstream LP$56.3M0.04%1,629,385CommonSOLE
76118Y104REZIResideo Technologies Inc$55.5M0.04%1,284,244CommonSOLE
49845K101KVYOKlaviyo Inc$54.9M0.04%1,981,598CommonSOLE
12532H104GIBCGI Inc$54.8M0.04%614,487CommonSOLE
45780R101IBPInstalled Building Products Inc$53.4M0.04%216,409CommonSOLE
09073M104TECHBio-Techne Corp$53.1M0.04%954,831CommonSOLE
34964C106FBINFortune Brands Innovations Inc$51.9M0.04%972,303CommonSOLE
74736K101QRVOQorvo Inc$51.2M0.04%562,290CommonSOLE
235851102DHRDanaher Corp$50.6M0.04%255,287CommonSOLE
615394202MOG/AMoog Inc$50.3M0.04%242,280CommonSOLE
416515104HIGHartford Insurance Group Inc/The$49.9M0.04%374,129CommonSOLE
09581B103OWLBlue Owl Capital Inc$49.9M0.04%2,946,104CommonSOLE
754730109RJFRaymond James Financial Inc$49.7M0.04%287,920CommonSOLE
670100205NVONovo Nordisk A/S$49.4M0.04%890,653CommonSOLE
56501R106MFCManulife Financial Corp$49.3M0.04%1,581,665CommonSOLE
76243J105RYTMRhythm Pharmaceuticals Inc$49.0M0.04%484,732CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$48.6M0.04%698,768CommonSOLE
371927104GELGenesis Energy LP$48.4M0.04%2,897,883CommonSOLE
057665200BCPCBalchem Corp$47.8M0.04%318,238CommonSOLE
194693107CIGIColliers International Group Inc$47.6M0.04%304,707CommonSOLE
925652109VICIVICI Properties Inc$47.4M0.04%1,452,884CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$47.3M0.04%336,936CommonSOLE
M7S64H106MNDYMonday.com LTD$47.1M0.04%243,108CommonSOLE
165167735EXEExpand Energy Corp$47.1M0.04%443,173CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$46.4M0.03%764,160CommonSOLE
25278X109FANGDiamondback Energy Inc$46.3M0.03%323,578CommonSOLE
74340W103PLDProLogis Inc$46.1M0.03%402,926CommonSOLE
726503105PAAPlains All American Pipeline LP$45.6M0.03%2,671,371CommonSOLE
81730H109SSentinelOne Inc$45.4M0.03%2,580,172CommonSOLE
15135U109CVECENOVUS ENERGY INC$45.2M0.03%2,662,933CommonSOLE
28618M106ESIElement Solutions Inc$45.0M0.03%1,788,832CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$44.9M0.03%538,889CommonSOLE
26701L100BROSDutch Bros Inc$44.7M0.03%854,685CommonSOLE
G8473T100STESTERIS PLC$44.6M0.03%180,265CommonSOLE
760759100RSGRepublic Services Inc$44.4M0.03%193,472CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$44.0M0.03%973,691CommonSOLE
H5919C104ONONOn Holding AG$43.9M0.03%1,036,564CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$43.5M0.03%1,704,599CommonSOLE
032654105ADIAnalog Devices Inc$42.5M0.03%172,773CommonSOLE
39874R101GOGrocery Outlet Holding Corp$42.4M0.03%2,643,413CommonSOLE
22160K105COSTCostco Wholesale Corp$42.1M0.03%45,430CommonSOLE
142152107CAICaris Life Sciences Inc$41.8M0.03%1,381,230CommonSOLE
228368106CCKCrown Holdings Inc$41.8M0.03%432,479CommonSOLE
98956A105ZETAZeta Global Holdings Corp$41.3M0.03%2,077,407CommonSOLE
580589109MGRCMcGrath RentCorp$40.6M0.03%346,379CommonSOLE
92343V104VZVerizon Communications Inc$40.5M0.03%921,304CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$40.2M0.03%592,461CommonSOLE
98423F109XMTRXometry Inc$40.2M0.03%738,083CommonSOLE
31488V107FERGFerguson Enterprises Inc$38.7M0.03%172,495CommonSOLE
827048109SLGNSilgan Holdings Inc$38.6M0.03%896,586CommonSOLE
377322102GKOSGlaukos Corp$38.5M0.03%471,552CommonSOLE
33767E202FSVFirstService Corp$38.3M0.03%201,092CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$38.1M0.03%47,899CommonSOLE
47215P106JDJD.COM INC$37.0M0.03%1,058,055CommonSOLE
G0450A105ACGLArch Capital Group Ltd$37.0M0.03%407,317CommonSOLE
227046109CROXCrocs Inc$36.5M0.03%436,387CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$36.4M0.03%64,726CommonSOLE
78781J109SAILSailPoint Inc$36.3M0.03%1,645,132CommonSOLE
92345Y106VRSKVerisk Analytics Inc$36.3M0.03%144,223CommonSOLE
78464A870XBISPDR S&P Biotech ETF$36.1M0.03%360,508CommonSOLE
608190104MHKMohawk Industries Inc$36.1M0.03%280,131CommonSOLE
127203107WHDCactus Inc$35.7M0.03%904,163CommonSOLE
85472N109STNStantec Inc$35.5M0.03%328,856CommonSOLE
826919102SLABSilicon Laboratories Inc$35.3M0.03%269,484CommonSOLE
88033G407THCTenet Healthcare Corp$35.0M0.03%172,290CommonSOLE
485924104KRMNKarman Holdings Inc$34.4M0.03%476,857CommonSOLE
G48833118WFRDWeatherford International PLC$34.0M0.03%498,355CommonSOLE
03957W106AROCArchrock Inc$33.8M0.03%1,283,491CommonSOLE
87650L103TARSTarsus Pharmaceuticals Inc$33.7M0.03%566,978CommonSOLE
22160N109CSGPCoStar Group Inc$33.7M0.03%399,113CommonSOLE
09260D107BXBlackstone Inc$33.6M0.03%196,785CommonSOLE
67077M108NTRNutrien Ltd$33.6M0.03%572,437CommonSOLE
04010L103ARCCAres Capital Corp$33.6M0.03%1,644,729CommonSOLE
86765K109SUNSunoco LP$33.2M0.02%662,929CommonSOLE
82846H504QXO 5.5 05/15/28QXO Inc$33.0M0.02%600,847CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$32.6M0.02%463,184CommonSOLE
45827U109INTAIntapp Inc$32.5M0.02%794,562CommonSOLE
70438V106PCTYPaylocity Holding Corp$32.5M0.02%203,900CommonSOLE
498894104KNFKnife River Corp$32.4M0.02%421,861CommonSOLE
05370A108RNAGBPAvidity Biosciences Inc$32.3M0.02%741,686CommonSOLE
G4R20B107INTRINTER & CO INC$32.0M0.02%3,464,132CommonSOLE
82452J307FOUR 6 05/01/28Shift4 Payments Inc$31.3M0.02%330,394CommonSOLE
69370C100PTCPTC Inc$31.1M0.02%153,115CommonSOLE
629209305NMIHNMI Holdings Inc$30.8M0.02%803,941CommonSOLE
18467V109YOUClear Secure Inc$30.6M0.02%916,768CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$30.4M0.02%322,500CommonSOLE
147448104CWSTCasella Waste Systems Inc$30.4M0.02%320,037CommonSOLE
637417106NNNNNN REIT Inc$30.0M0.02%704,018CommonSOLE
00217Y104ATSATS Corp$29.6M0.02%1,130,381CommonSOLE
29358P101ENSGEnsign Group Inc/The$29.3M0.02%169,323CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$29.2M0.02%312,046CommonSOLE
46222L108IONQIonQ Inc$28.4M0.02%462,241CommonSOLE
912008109USFDUS Foods Holding Corp$28.4M0.02%370,778CommonSOLE
683344105ONTOOnto Innovation Inc$28.0M0.02%217,026CommonSOLE
92047W101VVVValvoline Inc$28.0M0.02%778,620CommonSOLE
G76279101ROIVRoivant Sciences Ltd$27.7M0.02%1,831,372CommonSOLE
26603R106DUOLDuolingo Inc$27.5M0.02%85,296CommonSOLE
882681109TXRHTexas Roadhouse Inc$27.3M0.02%164,019CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & Co Inc$27.1M0.02%517,259CommonSOLE
09857L108BKNGBooking Holdings Inc$26.7M0.02%4,944CommonNONE
16411Q101CQPCheniere Energy Partners LP$26.5M0.02%493,091CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corp$26.5M0.02%533,418CommonSOLE
10806X102BBIOBridgebio Pharma Inc$25.6M0.02%493,063CommonSOLE
H1467J104CBChubb Ltd$25.6M0.02%90,637CommonSOLE
339750101FNDFloor & Decor Holdings Inc$25.4M0.02%344,577CommonSOLE
817565104SCIService Corp International/US$25.2M0.02%303,062CommonSOLE
69553P100PDPagerDuty Inc$25.1M0.02%1,516,835CommonSOLE
156944100CGONCG oncology Inc$24.7M0.02%613,852CommonSOLE
099406100BOOTBoot Barn Holdings Inc$24.7M0.02%148,855CommonSOLE
607828100MODModine Manufacturing Co$24.6M0.02%172,942CommonSOLE
171484108CHDNChurchill Downs Inc$24.1M0.02%248,096CommonSOLE
539830109LMTLockheed Martin Corp$23.4M0.02%46,819CommonSOLE
17275R102CSCOCisco Systems Inc$23.3M0.02%341,121CommonSOLE
778296103ROSTRoss Stores Inc$23.1M0.02%151,668CommonSOLE
088929104BGCBGC Group Inc$22.4M0.02%2,370,000CommonSOLE
216648501COOCooper Cos Inc/The$22.3M0.02%324,688CommonSOLE
030420103AWKAmerican Water Works Co Inc$22.2M0.02%159,528CommonSOLE
920253101VMIValmont Industries Inc$22.0M0.02%56,635CommonSOLE
34354P105FLSFlowserve Corp$20.8M0.02%391,477CommonSOLE
G25508105CRHCRH PLC$20.2M0.02%167,181CommonSOLE
85209W109SPTSprout Social Inc$20.1M0.02%1,559,151CommonSOLE
031162100AMGNAmgen Inc$20.1M0.02%71,105CommonSOLE
29476L107EQREquity Residential$19.9M0.02%307,915CommonSOLE
76655K103RGTIRigetti Computing Inc$19.9M0.01%668,002CommonSOLE
898202106TRUPTrupanion Inc$19.6M0.01%453,468CommonSOLE
374163103GERNGeron Corp$19.5M0.01%14,224,978CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$18.7M0.01%62,807CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$18.2M0.01%77,111CommonSOLE
19260Q107COINCoinbase Global Inc$17.7M0.01%52,475CommonSOLE
23345M107DTMDT Midstream Inc$17.5M0.01%154,593CommonSOLE
032095101APHAmphenol Corp$17.4M0.01%140,674CommonSOLE
903731107ULSUL Solutions Inc$17.2M0.01%243,291CommonSOLE
78709Y105SAIASaia Inc$17.1M0.01%57,047CommonSOLE
29414B104EPAMEPAM SYS INC$17.1M0.01%113,207CommonSOLE
316773100FITBFifth Third Bancorp$16.4M0.01%367,690CommonSOLE
06417N103OZKBank OZK$16.4M0.01%321,312CommonSOLE
718172109PMPhilip Morris International Inc$16.1M0.01%99,039CommonSOLE
773121108RKLBRocket Lab Corp$16.1M0.01%335,063CommonSOLE
80105N105SNYSanofi SA$15.6M0.01%329,458CommonSOLE
08265T208BSYBentley Systems Inc$15.5M0.01%300,876CommonSOLE
361448103GATXGATX Corp$15.3M0.01%87,726CommonSOLE
53566V106LINELineage Inc$15.3M0.01%396,366CommonSOLE
G96629103WTWWillis Towers Watson PLC$15.3M0.01%44,320CommonSOLE
049560105ATOAtmos Energy Corp$15.3M0.01%89,391CommonSOLE
433000106HIMSHims & Hers Health Inc$15.2M0.01%267,962CommonSOLE
093712107BEBLOOM ENERGY CORP$15.1M0.01%178,400PUTSOLE
553368101MPMP Materials Corp$14.3M0.01%213,372CommonSOLE
736508847PORPortland General Electric Co$14.2M0.01%321,829CommonSOLE
16935C109CHYMChime Financial Inc$14.0M0.01%694,738CommonSOLE
531229771FWONALiberty Media Corp-Liberty Formula One$13.5M0.01%142,152CommonSOLE
04280A100ARWRArrowhead Pharmaceuticals Inc$13.5M0.01%391,155CommonSOLE
53263P105LMBLimbach Holdings Inc$13.2M0.01%135,637CommonSOLE
59001A102MTHMeritage Homes Corp$13.2M0.01%181,712CommonSOLE
80706P103SRRKScholar Rock Holding Corp$13.0M0.01%348,449CommonSOLE
781846209RUSHARush Enterprises Inc$12.8M0.01%239,279CommonSOLE
24664T103DKLDelek Logistics Partners LP$12.7M0.01%279,818CommonSOLE
844741108LUVSouthwest Airlines Co$12.7M0.01%398,801CommonSOLE
925050106VRNAVerona Pharma PLC$12.7M0.01%119,217CommonSOLE
74164F103PRIMPrimoris Services Corp$12.7M0.01%92,407CommonSOLE
706915105PENGPenguin Solutions Inc$12.6M0.01%479,921CommonSOLE
745867101PHMPulteGroup Inc$12.6M0.01%95,241CommonSOLE
49803T300KRGKite Realty Group Trust$12.5M0.01%560,786CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$12.4M0.01%689,842CommonSOLE
453836108INDBIndependent Bank Corp$12.4M0.01%178,699CommonSOLE
52476L109LGNLegence Corp$12.3M0.01%400,000CommonSOLE
37045V100GMGeneral Motors Co$11.9M0.01%194,766CommonSOLE
913915104UTIUniversal Technical Institute Inc$11.8M0.01%362,556CommonSOLE
30226D106EXTRExtreme Networks Inc$11.8M0.01%571,443CommonSOLE
92686J106VKTXViking Therapeutics Inc$11.7M0.01%444,210CommonSOLE
88080T104WULFTerawulf Inc$11.7M0.01%1,021,416CommonSOLE
253868103DLRDigital Realty Trust Inc$11.7M0.01%67,434CommonSOLE
59100U108CASHPathward Financial Inc$11.7M0.01%157,422CommonSOLE
000360206AAONAAON Inc$11.6M0.01%124,049CommonSOLE
35138V102FOXFFox Factory Holding Corp$11.6M0.01%475,924CommonSOLE
G0585R106AGOAssured Guaranty Ltd$11.5M0.01%136,250CommonSOLE
008492100ADCAgree Realty Corp$11.5M0.01%161,214CommonSOLE
N20944109CNHCNH Industrial NV$11.4M0.01%1,053,381CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$11.4M0.01%134,693CommonSOLE
68278B107K4FOnestream Inc$11.3M0.01%611,506CommonSOLE
298736109EEFTEuronet Worldwide Inc$11.2M0.01%127,407CommonSOLE
31428X106FDXFedEx Corp$11.0M0.01%46,559CommonSOLE
74758T303QLYSQualys Inc$10.9M0.01%82,165CommonSOLE
92839U206VCVisteon Corp$10.7M0.01%89,516CommonSOLE
22758A105CAPLCrossAmerica Partners LP$10.6M0.01%505,147CommonSOLE
191241108KOFCoca-Cola Femsa SAB de CV$10.5M0.01%126,164CommonSOLE
918090101UTZUtz Brands Inc$10.4M0.01%852,037CommonSOLE
26969P108EXPEagle Materials Inc$10.3M0.01%44,322CommonSOLE

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.