MondegarAI
Clearbridge Investments, LLC

Q4 2025 · 13F-HR

Clearbridge Investments, LLCholdings as filed

Filed 2026-02-11 · accession 0001348883-26-000001

$124.90B
Reported value
697
Positions
2025-12-31
Period end
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The Brief · Clearbridge Investments, LLC · Q4 2025

AI · grounded in 13F

Clearbridge Investments, LLC established a new position in Unilever PLC UL valued at $361.26M. The fund increased its holdings in Chipotle Mexican Grill Inc CMG by 206.43% and Automatic Data Processing Inc ADP by 133.32%. Conversely, the fund reduced its exposure to PayPal Holdings Inc PYPL by 67.10% and Sempra SRE by 44.84%.

Holdings as filed

First 500 of 697

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$6.24B5.00%33,464,435CommonSOLE
594918104MSFTMicrosoft Corp$5.01B4.01%10,357,897CommonSOLE
023135106AMZNAmazon.com Inc$3.86B3.09%16,707,241CommonSOLE
037833100AAPLApple Inc$3.83B3.07%14,085,524CommonSOLE
11135F101AVGOBroadcom Inc$3.41B2.73%9,841,452CommonSOLE
30303M102METAMeta Platforms Inc$3.32B2.66%5,027,934CommonSOLE
02079K305GOOGLAlphabet Inc$3.18B2.55%10,169,215CommonSOLE
92826C839VVisa Inc$2.33B1.86%6,633,285CommonSOLE
64110L106NFLXNetflix Inc$1.56B1.25%16,671,024CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.49B1.19%4,621,543CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$1.34B1.07%4,414,472CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$1.30B1.04%2,860,176CommonSOLE
969457100WMBWilliams Cos Inc/The$1.28B1.03%21,325,482CommonSOLE
N07059210ASMLASML Holding NV$1.24B0.99%1,157,608CommonSOLE
75513E101RTXRTX Corp$1.16B0.93%6,345,691CommonSOLE
478160104JNJJohnson & Johnson$1.16B0.93%5,609,012CommonSOLE
30231G102XOMExxon Mobil Corp$1.08B0.87%9,005,043CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.08B0.86%1,862,726CommonSOLE
G54950103LINLINDE PLC$1.06B0.85%2,476,011CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.04B0.83%4,566,738CommonSOLE
G29183103ETNEaton Corp PLC$1.03B0.83%3,242,283CommonSOLE
697435105PANWPalo Alto Networks Inc$1.03B0.83%5,601,625CommonSOLE
88160R101TSLATesla Inc$1.02B0.81%2,260,324CommonSOLE
68389X105ORCLOracle Corp$955.2M0.76%4,900,873CommonSOLE
46120E602ISRGIntuitive Surgical Inc$953.3M0.76%1,683,260CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$941.8M0.75%5,076,693CommonSOLE
502431109LHXL3Harris Technologies Inc$909.5M0.73%3,098,057CommonSOLE
060505104BACBank of America Corp$895.7M0.72%16,285,931CommonSOLE
384802104GWWWW Grainger Inc$851.9M0.68%844,249CommonSOLE
89417E109TRVTravelers Cos Inc/The$832.6M0.67%2,870,373CommonSOLE
872540109TJXTJX Cos Inc/The$831.1M0.67%5,410,710CommonSOLE
009066101ABNBAirbnb Inc$824.4M0.66%6,073,947CommonSOLE
907818108UNPUnion Pacific Corp$803.3M0.64%3,472,757CommonSOLE
075887109BDXBecton Dickinson & Co$794.2M0.64%4,092,337CommonSOLE
461202103INTUIntuit Inc$792.6M0.63%1,196,536CommonSOLE
824348106SHWSherwin-Williams Co/The$776.7M0.62%2,396,919CommonSOLE
35671D857FCXFreeport-McMoRan Inc$758.4M0.61%14,932,930CommonSOLE
29250N105ENBEnbridge Inc$739.0M0.59%15,450,315CommonSOLE
126650100CVSCVS Health Corp$697.7M0.56%8,791,761CommonSOLE
82509L107SHOPShopify Inc$670.8M0.54%4,167,267CommonSOLE
009158106APDAir Products and Chemicals Inc$665.6M0.53%2,694,659CommonSOLE
929160109VMCVulcan Materials Co$656.1M0.53%2,300,183CommonSOLE
81762P102NOWServiceNow Inc$630.6M0.50%4,116,668CommonSOLE
29364G103ETREntergy Corp$618.9M0.50%6,695,633CommonSOLE
863667101SYKStryker Corp$598.0M0.48%1,701,362CommonSOLE
191216100KOCoca-Cola Co/The$589.2M0.47%8,427,307CommonSOLE
742718109PGProcter & Gamble Co/The$586.1M0.47%4,089,585CommonSOLE
G51502105JCIJohnson Controls International plc$572.9M0.46%4,784,319CommonSOLE
254687106DISWALT DISNEY COMPANY$568.5M0.46%4,997,205CommonSOLE
03027X100AMTAmerican Tower Corp$568.0M0.45%3,234,980CommonSOLE
871607107SNPSSynopsys Inc$565.5M0.45%1,203,804CommonSOLE
872590104TMUST-Mobile US Inc$561.4M0.45%2,765,014CommonSOLE
20030N101CMCSAComcast Corp$552.4M0.44%18,488,681CommonSOLE
94106L109WMWaste Management Inc$550.6M0.44%2,506,121CommonSOLE
052769106ADSKAutodesk Inc$546.0M0.44%1,844,472CommonSOLE
79466L302CRMSalesforce Inc$541.8M0.43%2,045,223CommonSOLE
61174X109MNSTMonster Beverage Corp$538.5M0.43%7,023,538CommonSOLE
816851109SRESempra$532.1M0.43%6,026,893CommonSOLE
882508104TXNTexas Instruments Inc$530.7M0.42%3,059,136CommonSOLE
90353T100UBERUber Technologies Inc$526.2M0.42%6,439,772CommonSOLE
169656105CMGChipotle Mexican Grill Inc$520.3M0.42%14,062,158CommonSOLE
03831W108APPAppLovin Corp$499.7M0.40%741,609CommonSOLE
14040H105COFCapital One Financial Corp$488.1M0.39%2,013,927CommonSOLE
78409V104SPGIS&P Global Inc$487.6M0.39%933,029CommonSOLE
87807B107TRPTC Energy Corp$483.1M0.39%8,782,559CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$472.8M0.38%1,008,536CommonSOLE
437076102HDHome Depot Inc/The$461.2M0.37%1,340,404CommonSOLE
59156R108METMetLife Inc$458.9M0.37%5,813,831CommonSOLE
03769M106APOApollo Global Management Inc$456.7M0.37%3,154,623CommonSOLE
92537N108VRTVertiv Holdings Co$456.6M0.37%2,818,560CommonSOLE
136375102CNICanadian National Railway Co$443.0M0.35%4,481,206CommonSOLE
808513105SCHWCharles Schwab Corp/The$436.9M0.35%4,372,698CommonSOLE
053015103ADPAutomatic Data Processing Inc$434.2M0.35%1,687,793CommonSOLE
04016X101ARGXArgenx SE$432.1M0.35%513,764CommonSOLE
91324P102UNHUnitedHealth Group Inc$430.7M0.34%1,304,769CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$430.6M0.34%2,062,804CommonSOLE
26884L109EQTEQT Corp$422.3M0.34%7,878,544CommonSOLE
532457108LLYEli Lilly & Co$405.9M0.33%377,726CommonSOLE
983793100XPOXPO Inc$403.7M0.32%2,970,231CommonSOLE
45784P101PODDInsulet Corp$394.4M0.32%1,387,527CommonSOLE
29444U700EQIXEquinix Inc$387.5M0.31%505,719CommonSOLE
046353108AZNNAstraZeneca PLC$386.5M0.31%4,204,564CommonSOLE
931142103WMTWalmart Inc$383.9M0.31%3,445,521CommonSOLE
74460D109PSAPUBLIC STORAGE$374.5M0.30%1,442,975CommonSOLE
166764100CVXChevron Corp$367.7M0.29%2,412,287CommonSOLE
45866F104ICEIntercontinental Exchange Inc$367.6M0.29%2,269,826CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$364.4M0.29%2,149,463CommonSOLE
904767803ULUnilever PLC$361.3M0.29%5,523,856CommonSOLE
65339F101NEENextEra Energy Inc$353.8M0.28%4,407,007CommonSOLE
11285B108BEPCBrookfield Renewable Corp$353.2M0.28%9,211,875CommonSOLE
71377A103PFGCPerformance Food Group Co$349.5M0.28%3,886,587CommonSOLE
147528103CASYCasey's General Stores Inc$347.7M0.28%629,089CommonSOLE
92939U106WECWEC Energy Group Inc$341.3M0.27%3,236,154CommonSOLE
233331107DTEDTE Energy Co$339.7M0.27%2,633,729CommonSOLE
666807102NOCNorthrop Grumman Corp$337.7M0.27%592,285CommonSOLE
682680103OKEOneok Inc$326.0M0.26%4,435,030CommonSOLE
405552100HLNHaleon PLC$317.7M0.25%31,423,276CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$312.3M0.25%1,087,304CommonSOLE
184496107CLHClean Harbors Inc$311.7M0.25%1,329,426CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$293.0M0.23%582,851CommonSOLE
053484101AVBAvalonBay Communities Inc$291.1M0.23%1,605,273CommonSOLE
03990B101ARESAres Management Corp$284.2M0.23%1,758,316CommonSOLE
69331C108PCGPG&E Corp$282.0M0.23%17,550,374CommonSOLE
87256C101TKOTKO Group Holdings Inc$273.1M0.22%1,306,874CommonSOLE
92840M102VSTVistra Corp$271.4M0.22%1,682,219CommonSOLE
701094104PHParker-Hannifin Corp$267.2M0.21%304,051CommonSOLE
670837103OGEOGE Energy Corp$266.5M0.21%6,240,594CommonSOLE
573874104MRVLMarvell Technology Inc$263.7M0.21%3,103,454CommonSOLE
81141R100SESea Ltd$259.6M0.21%2,035,302CommonSOLE
49456B101KMIKinder Morgan Inc$249.7M0.20%9,083,280CommonSOLE
36262G101GXOGXO Logistics Inc$249.6M0.20%4,740,919CommonSOLE
58733R102MELIMercadoLibre Inc$245.4M0.20%121,831CommonSOLE
780087102RYRoyal Bank of Canada$241.3M0.19%1,415,117CommonSOLE
097023105BABoeing Co/The$239.1M0.19%1,101,368CommonSOLE
02079K107GOOGAlphabet Inc$238.0M0.19%758,370CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$237.4M0.19%597,013CommonSOLE
595017104MCHPMicrochip Technology Inc$236.0M0.19%3,704,121CommonSOLE
443573100HUBSHubSpot Inc$230.2M0.18%573,651CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$228.7M0.18%303CommonSOLE
833445109SNOWSnowflake Inc$227.2M0.18%1,035,695CommonSOLE
26622P107DOCSDoximity Inc$224.4M0.18%5,066,841CommonSOLE
736508847PORPortland General Electric Co$222.8M0.18%4,643,134CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$222.3M0.18%1,417,524CommonSOLE
21037T109CEGConstellation Energy Corp$221.4M0.18%626,681CommonSOLE
69351T106PPLPPL Corp$220.7M0.18%6,301,025CommonSOLE
58155Q103MCKMcKesson Corp$219.7M0.18%267,859CommonSOLE
70975L107PENPenumbra Inc$214.8M0.17%690,814CommonSOLE
29273V100ETEnergy Transfer LP$214.6M0.17%13,014,994CommonSOLE
291011104EMREmerson Electric Co$210.3M0.17%1,584,316CommonSOLE
770700102HOODRobinhood Markets Inc$210.3M0.17%1,859,124CommonSOLE
20825C104COPConocoPhillips$206.8M0.17%2,209,685CommonSOLE
293792107EPDEnterprise Products Partners LP$204.9M0.16%6,391,002CommonSOLE
00287Y109ABBVAbbVie Inc$203.4M0.16%890,125CommonSOLE
83671M105SOBOSouth Bow Corp$199.5M0.16%7,262,965CommonSOLE
438516106HONHoneywell International Inc$198.8M0.16%1,019,189CommonSOLE
040413205ANETArista Networks Inc$198.3M0.16%1,513,280CommonSOLE
45168D104IDXXIdexx Laboratories Inc$198.2M0.16%292,948CommonSOLE
891160509TDToronto-Dominion Bank/The$196.6M0.16%2,086,930CommonSOLE
05464C101AXONAxon Enterprise Inc$195.3M0.16%343,910CommonSOLE
40415F101HDBHDFC Bank Ltd$195.2M0.16%5,341,338CommonSOLE
595112103MUMicron Technology Inc$194.8M0.16%682,470CommonSOLE
N3168P101FERFERROVIAL SE$191.5M0.15%2,963,444CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd$191.1M0.15%2,595,766CommonSOLE
55354G100MSCIMSCI Inc$189.9M0.15%331,016CommonSOLE
172908105CTASCintas Corp$189.2M0.15%1,005,754CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$188.4M0.15%2,346,100CommonSOLE
199908104FIXComfort Systems USA Inc$187.2M0.15%200,545CommonSOLE
878742204TECKTeck Resources Ltd$187.0M0.15%3,904,683CommonSOLE
290876101EMAEmera Inc$186.6M0.15%3,788,810CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$183.2M0.15%987,465CommonSOLE
23804L103DDOGDatadog Inc$181.8M0.15%1,337,187CommonSOLE
632307104NTRANatera Inc$181.0M0.14%790,101CommonSOLE
75524B104RBCRBC Bearings Inc$179.6M0.14%400,602CommonSOLE
256163106DOCUDocuSign Inc$179.6M0.14%2,625,984CommonSOLE
70450Y103PYPLPayPal Holdings Inc$176.1M0.14%3,015,720CommonSOLE
15101Q207CLSCelestica Inc$172.3M0.14%582,794CommonSOLE
15189T107CNPCenterPoint Energy Inc$171.6M0.14%4,474,911CommonSOLE
303250104FICOFair Isaac Corp$171.6M0.14%101,473CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$171.1M0.14%1,167,370CommonSOLE
244199105DEDeere & Co$170.1M0.14%365,289CommonSOLE
H01301128ALCAlcon AG$168.7M0.14%2,140,116CommonSOLE
579780206MKCMcCormick & Co Inc/MD$166.6M0.13%2,445,575CommonSOLE
855244109SBUXStarbucks Corp$165.0M0.13%1,959,854CommonSOLE
122017106BURLBurlington Stores Inc$161.3M0.13%558,431CommonSOLE
94106B101WCNWaste Connections Inc$159.1M0.13%907,316CommonSOLE
87612G101TRGPTarga Resources Corp$154.9M0.12%839,528CommonSOLE
18539C204CWENClearway Energy Inc$154.9M0.12%4,656,937CommonSOLE
278865100ECLEcolab Inc$154.6M0.12%588,877CommonSOLE
063671101BMOBank of Montreal$153.8M0.12%1,185,077CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$153.6M0.12%1,718,546CommonSOLE
025816109AXPAmerican Express Co$153.4M0.12%414,673CommonSOLE
093712107BEBloom Energy Corp$152.6M0.12%1,755,876CommonSOLE
443201108HWMHowmet Aerospace Inc$152.2M0.12%742,521CommonSOLE
892356106TSCOTractor Supply Co$152.2M0.12%3,042,598CommonSOLE
573284106MLMMartin Marietta Materials Inc$152.0M0.12%244,152CommonSOLE
00187Y100APGAPI Group Corp$151.5M0.12%3,960,744CommonSOLE
05605H100BWXTBWX Technologies Inc$151.0M0.12%873,591CommonSOLE
69608A108PLTRPalantir Technologies Inc$151.0M0.12%849,350CommonSOLE
064149107BNSBank of Nova Scotia/The$150.8M0.12%2,046,439CommonSOLE
375558103GILDGilead Sciences Inc$150.0M0.12%1,221,692CommonSOLE
651639106NEMNewmont Corp$148.4M0.12%1,486,497CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$148.3M0.12%1,647,471CommonSOLE
835699307SONYSony Group Corp$143.6M0.11%5,608,050CommonSOLE
518415104LSCCLattice Semiconductor Corp$143.4M0.11%1,948,959CommonSOLE
N3167Y103RACEFerrari NV$143.1M0.11%387,182CommonSOLE
457669307INSMInsmed Inc$142.5M0.11%819,011CommonSOLE
316773100FITBFifth Third Bancorp$141.0M0.11%3,012,022CommonSOLE
72352L106PINSPinterest Inc$138.2M0.11%5,338,466CommonSOLE
21871X109CRBGCorebridge Financial Inc$136.3M0.11%4,519,354CommonSOLE
351858105FNVFranco-Nevada Corp$134.2M0.11%647,433CommonSOLE
803054204SAPSAP SE$132.1M0.11%543,921CommonSOLE
72651A207PAGPPlains GP Holdings LP$132.1M0.11%6,902,032CommonSOLE
879360105TDYTeledyne Technologies Inc$132.1M0.11%258,647CommonSOLE
974155103WINGWingstop Inc$132.0M0.11%553,686CommonSOLE
11271J107BNBrookfield Corp$130.9M0.10%2,851,937CommonSOLE
28414H103ELANElanco Animal Health Inc$128.4M0.10%5,672,645CommonSOLE
82452J109FOURShift4 Payments Inc$127.5M0.10%2,025,529CommonSOLE
639057207NWGNatwest Group PLC$126.5M0.10%7,230,451CommonSOLE
55336V100MPLXMPLX LP$125.1M0.10%2,343,689CommonSOLE
42226A107HQYHealthEquity Inc$124.5M0.10%1,358,933CommonSOLE
320517105FHNFirst Horizon Corp$124.3M0.10%5,200,621CommonSOLE
281020107EIXEdison International$123.7M0.10%2,060,228CommonSOLE
26856L103ELFelf Beauty Inc$123.5M0.10%1,624,413CommonSOLE
31488V107FERGFerguson Enterprises Inc$123.5M0.10%554,575CommonSOLE
68268W103OMFOneMain Holdings Inc$122.7M0.10%1,815,808CommonSOLE
97650W108WTFCWintrust Financial Corp$122.3M0.10%874,770CommonSOLE
458140100INTCIntel Corp$121.8M0.10%3,301,142CommonSOLE
87422Q109TLNTalen Energy Corp$120.3M0.10%321,058CommonSOLE
16679L109CHWYChewy Inc$118.2M0.09%3,576,529CommonSOLE
55825T103MSGSMadison Square Garden Sports Corp$117.3M0.09%453,585CommonSOLE
552848103MTGMGIC Investment Corp$117.2M0.09%4,010,854CommonSOLE
538034109LYVLive Nation Entertainment Inc$116.4M0.09%816,865CommonSOLE
58506Q109MEDPMedpace Holdings Inc$115.2M0.09%205,182CommonSOLE
032095101APHAmphenol Corp$114.2M0.09%845,100CommonSOLE
404280406HSBCHSBC Holdings PLC$113.6M0.09%1,443,716CommonSOLE
G4705A100ICLRICON PLC$112.4M0.09%616,991CommonSOLE
M98068105WIXWix.com Ltd$112.1M0.09%1,079,489CommonSOLE
620076307MSIMotorola Solutions Inc$111.6M0.09%291,081CommonSOLE
05722G100BKRBaker Hughes Co$111.2M0.09%2,442,677CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$110.7M0.09%1,458,084CommonSOLE
349553107FTSFortis Inc/Canada$110.5M0.09%2,128,320CommonSOLE
22052L104CTVACorteva Inc$110.3M0.09%1,645,042CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$109.0M0.09%1,195,546CommonSOLE
626755102MUSAMurphy USA Inc$109.0M0.09%270,122CommonSOLE
19247G107COHRCoherent Corp$108.6M0.09%588,295CommonSOLE
G5960L103MDTMedtronic PLC$108.2M0.09%1,126,720CommonSOLE
45104G104IBNICICI Bank Ltd$107.5M0.09%3,605,757CommonSOLE
30212P303EXPEExpedia Group Inc$106.9M0.09%377,276CommonSOLE
606822104MUFGMitsubishi UFJ Financial Group Inc$106.7M0.09%6,730,203CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$105.5M0.08%535,736CommonSOLE
05964H105SANBanco Santander SA$105.4M0.08%8,983,771CommonSOLE
806857108SLBSLB Ltd$104.9M0.08%2,734,172CommonSOLE
781154109RBRKRubrik Inc$104.3M0.08%1,363,888CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$103.9M0.08%2,642,981CommonSOLE
958669103WESWestern Midstream Partners LP$103.6M0.08%2,623,943CommonSOLE
88322Q108TGTXTG Therapeutics Inc$102.8M0.08%3,448,033CommonSOLE
159864107CRLCharles River Laboratories International Inc$102.1M0.08%511,618CommonSOLE
H5919C104ONONON HLDG AG$101.3M0.08%2,179,978CommonSOLE
126408103CSXCSX Corp$99.8M0.08%2,753,452CommonSOLE
441593100HLIHoulihan Lokey Inc$99.1M0.08%568,883CommonSOLE
68902V107OTISOtis Worldwide Corp$97.4M0.08%1,115,251CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$97.1M0.08%1,881,074CommonSOLE
852234103XYZBlock Inc$96.2M0.08%1,477,895CommonSOLE
460146103IPInternational Paper Co$96.1M0.08%2,438,968CommonSOLE
268150109DTDynatrace Inc$93.5M0.07%2,157,902CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$93.0M0.07%646,639CommonSOLE
21044C107ROADConstruction Partners Inc$91.8M0.07%846,103CommonSOLE
771049103RBLXROBLOX Corp$89.7M0.07%1,107,307CommonSOLE
95082P105WCCWESCO International Inc$89.7M0.07%366,585CommonSOLE
407497106HLNEHamilton Lane Inc$89.0M0.07%662,922CommonSOLE
12504L109CBRECBRE Group Inc$86.6M0.07%538,666CommonSOLE
136385101CNQCanadian Natural Resources Ltd$86.2M0.07%2,545,271CommonSOLE
971378104WSCWillScot Holdings Corp$85.3M0.07%4,528,629CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$84.7M0.07%3,025,695CommonSOLE
922280102VRNSVaronis Systems Inc$83.4M0.07%2,544,180CommonSOLE
548661107LOWLowe's Cos Inc$82.1M0.07%340,335CommonSOLE
758750103RRXRegal Rexnord Corp$82.0M0.07%584,025CommonSOLE
055622104BPBP PLC$80.3M0.06%2,313,131CommonSOLE
02665T306AMHAmerican Homes 4 Rent$79.8M0.06%2,486,542CommonSOLE
372460105GPCGenuine Parts Co$79.8M0.06%648,838CommonSOLE
G02602103DOXAmdocs Ltd$79.7M0.06%989,594CommonSOLE
683715106OTEXOpen Text Corp$79.6M0.06%2,444,296CommonSOLE
750491102RDNTRadNet Inc$79.6M0.06%1,114,973CommonSOLE
89677Q107TCOMTrip.com Group Ltd$79.4M0.06%1,103,710CommonSOLE
713448108PEPPepsiCo Inc$79.2M0.06%551,984CommonSOLE
92338C103VLTOVeralto Corp$77.5M0.06%776,907CommonSOLE
512807306LRCXLam Research Corp$77.4M0.06%451,872CommonSOLE
01749D105ALGMAllegro MicroSystems Inc$76.9M0.06%2,916,785CommonSOLE
217204106CPRTCopart Inc$76.3M0.06%1,948,441CommonSOLE
89531P105TREXTrex Co Inc$76.2M0.06%2,172,743CommonSOLE
576485205MTDRMatador Resources Co$75.5M0.06%1,777,883CommonSOLE
75734B100RDDTReddit Inc$75.3M0.06%327,738CommonSOLE
911363109URIUnited Rentals Inc$75.3M0.06%93,025CommonSOLE
05534B760BCEBCE Inc$74.8M0.06%3,141,172CommonSOLE
78410G104SBACSBA Communications Corp$74.4M0.06%384,521CommonSOLE
147448104CWSTCasella Waste Systems Inc$73.5M0.06%750,859CommonSOLE
37940X102GPNGlobal Payments Inc$72.9M0.06%941,299CommonSOLE
124765108CAECAE Inc$71.9M0.06%2,363,866CommonSOLE
G3323L100FNFabrinet$70.8M0.06%155,520CommonSOLE
902788108UMBFUMB Financial Corp$70.6M0.06%614,037CommonSOLE
87971M103TUTELUS Corp$70.4M0.06%5,348,978CommonSOLE
101137107BSXBoston Scientific Corp$69.9M0.06%733,237CommonSOLE
452308109ITWIllinois Tool Works Inc$69.6M0.06%282,478CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$69.6M0.06%1,032,069CommonSOLE
171484108CHDNChurchill Downs Inc$69.5M0.06%610,465CommonSOLE
103310108BGSIBOYD GROUP INC$68.8M0.06%314,739CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$68.4M0.05%865,967CommonSOLE
759530108RELXRELX PLC$68.1M0.05%1,684,028CommonSOLE
962879102WPMWheaton Precious Metals Corp$67.6M0.05%575,559CommonSOLE
12008R107BLDRBuilders FirstSource Inc$66.3M0.05%643,937CommonSOLE
743315103PGRProgressive Corp/The$66.2M0.05%290,629CommonSOLE
86881A100SGRYSurgery Partners Inc$65.3M0.05%4,228,451CommonSOLE
12572Q105CMECME Group Inc$65.1M0.05%238,566CommonSOLE
03676B102AMAntero Midstream Corp$64.7M0.05%3,635,643CommonSOLE
69343T107PJTPJT Partners Inc$63.6M0.05%380,485CommonSOLE
58933Y105MRKMerck & Co Inc$63.2M0.05%600,371CommonSOLE
12532H104GIBCGI Inc$63.1M0.05%684,133CommonSOLE
706327103PBAPembina Pipeline Corp$62.2M0.05%1,635,257CommonSOLE
783513203RYAAYRyanair Holdings PLC$61.2M0.05%847,079CommonSOLE
148929102CAVACava Group Inc$58.8M0.05%1,002,273CommonSOLE
48251W104KKRKKR & Co Inc$58.5M0.05%459,075CommonSOLE
15135U109CVECENOVUS ENERGY INC$58.5M0.05%3,456,694CommonSOLE
428103105HESMHess Midstream LP$56.8M0.05%1,644,985CommonSOLE
34959E109FTNTFortinet Inc$56.3M0.05%708,668CommonSOLE
277432100EMNEastman Chemical Co$56.2M0.04%880,126CommonSOLE
947890109WBSWebster Financial Corp$55.8M0.04%886,344CommonSOLE
09073M104TECHBio-Techne Corp$55.8M0.04%948,512CommonSOLE
56501R106MFCManulife Financial Corp$55.7M0.04%1,534,757CommonSOLE
235851102DHRDanaher Corp$55.6M0.04%242,688CommonSOLE
G6683N103NUNU Holdings Ltd/Cayman Islands., A$54.9M0.04%3,281,682CommonSOLE
747525103QCOMQUALCOMM Inc$54.7M0.04%319,879CommonSOLE
63947X101NCNOnCino Inc$54.6M0.04%2,127,585CommonSOLE
76243J105RYTMRhythm Pharmaceuticals Inc$54.2M0.04%506,109CommonSOLE
74340W103PLDProLogis Inc$54.1M0.04%423,893CommonSOLE
49845K101KVYOKlaviyo Inc$53.3M0.04%1,641,958CommonSOLE
172967424CCitigroup Inc$52.8M0.04%452,595CommonSOLE
40171V100GWREGuidewire Software Inc$52.8M0.04%262,551CommonSOLE
26701L100BROSDutch Bros Inc$52.2M0.04%853,005CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$52.2M0.04%76,543CommonSOLE
615394202MOG/AMoog Inc$51.9M0.04%213,075CommonSOLE
416515104HIGHartford Insurance Group Inc/The$49.9M0.04%361,968CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$49.8M0.04%638,395CommonSOLE
165167735EXEExpand Energy Corp$49.0M0.04%444,221CommonSOLE
78464A870XBIState Street SPDR S&P Biotech ETF$48.3M0.04%395,991CommonSOLE
25278X109FANGDiamondback Energy Inc$48.2M0.04%320,957CommonSOLE
25243Q205DEODiageo PLC$48.1M0.04%556,998CommonSOLE
726503105PAAPlains All American Pipeline LP$48.0M0.04%2,670,671CommonSOLE
617446448MSMorgan Stanley$47.9M0.04%269,706CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$47.9M0.04%62,031CommonSOLE
74624M102PPure Storage Inc$47.8M0.04%713,951CommonSOLE
46434V423KSAiShares MSCI Saudi Arabia ETF$47.5M0.04%1,304,288CommonNONE
671044105OSISOSI Systems Inc$47.2M0.04%185,146CommonSOLE
558256103MSGEMadison Square Garden Entertainment Corp$46.6M0.04%865,363CommonSOLE
34964C106FBINFortune Brands Innovations Inc$46.0M0.04%920,120CommonSOLE
98956A105ZETAZeta Global Holdings Corp$45.8M0.04%2,248,191CommonSOLE
097023204BA 6 10/15/27Boeing Co/The$45.2M0.04%654,908CommonSOLE
371927104GELGenesis Energy LP$45.2M0.04%2,897,883CommonSOLE
15118V207CELHCelsius Holdings Inc$45.1M0.04%986,813CommonSOLE
754730109RJFRaymond James Financial Inc$44.8M0.04%279,203CommonSOLE
09290D101BLKBlackrock Inc$44.5M0.04%41,597CommonSOLE
G8473T100STESTERIS PLC$44.3M0.04%174,837CommonSOLE
194693107CIGIColliers International Group Inc$44.2M0.04%300,798CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$44.0M0.04%310,077CommonSOLE
09581B103OWLBlue Owl Capital Inc$43.8M0.04%2,931,085CommonSOLE
28618M106ESIElement Solutions Inc$43.5M0.03%1,739,797CommonSOLE
228368106CCKCrown Holdings Inc$43.3M0.03%420,101CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$42.8M0.03%1,972,921CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc$42.8M0.03%706,100CommonSOLE
74366E102PTGXProtagonist Therapeutics Inc$42.8M0.03%489,842CommonSOLE
057665200BCPCBalchem Corp$42.7M0.03%278,577CommonSOLE
88023U101SGISomnigroup International Inc$42.6M0.03%477,272CommonSOLE
98423F109XMTRXometry Inc$42.1M0.03%708,080CommonSOLE
87650L103TARSTarsus Pharmaceuticals Inc$41.4M0.03%506,089CommonSOLE
127203107WHDCactus Inc$41.0M0.03%897,082CommonSOLE
42824C208HPE 7.625 09/01/27Hewlett Packard Enterprise Co$39.5M0.03%592,464CommonSOLE
760759100RSGRepublic Services Inc$38.9M0.03%183,474CommonSOLE
81730H109SSentinelOne Inc$38.7M0.03%2,581,027CommonSOLE
76118Y104REZIResideo Technologies Inc$38.6M0.03%1,099,820CommonSOLE
33767E202FSVFirstService Corp$38.3M0.03%246,088CommonSOLE
142152107CAICaris Life Sciences Inc$38.2M0.03%1,416,207CommonSOLE
10806X102BBIOBridgebio Pharma Inc$38.1M0.03%498,329CommonSOLE
29414B104EPAMEPAM Systems Inc$38.1M0.03%185,843CommonSOLE
22160K105COSTCostco Wholesale Corp$37.8M0.03%43,885CommonSOLE
G0450A105ACGLArch Capital Group Ltd$37.8M0.03%394,381CommonSOLE
526057104LENLennar Corp$37.3M0.03%362,982CommonSOLE
925652109VICIVICI Properties Inc$36.9M0.03%1,311,403CommonSOLE
773121108RKLBRocket Lab Corp$36.2M0.03%518,904CommonSOLE
45827U109INTAIntapp Inc$36.0M0.03%786,541CommonSOLE
580589109MGRCMcGrath RentCorp$35.9M0.03%341,878CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$35.4M0.03%469,184CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$35.4M0.03%403,854CommonSOLE
86765Q106SUNCSunococorp LLC$35.3M0.03%716,678CommonSOLE
826919102SLABSilicon Laboratories Inc$35.3M0.03%269,864CommonSOLE
485924104KRMNKarman Holdings Inc$35.0M0.03%478,088CommonSOLE
92345Y106VRSKVerisk Analytics Inc$34.6M0.03%154,804CommonSOLE
G7553X122KRSP/URICE ACQUISITION CORP 3$34.3M0.03%3,348,418CommonSOLE
683344105ONTOOnto Innovation Inc$34.3M0.03%217,336CommonSOLE
04010L103ARCCAres Capital Corp$33.3M0.03%1,644,729CommonSOLE
78781J109SAILSailPoint Inc$33.1M0.03%1,636,859CommonSOLE
16411Q101CQPCheniere Energy Partners LP$32.7M0.03%611,873CommonSOLE
03957W106AROCArchrock Inc$32.7M0.03%1,256,953CommonSOLE
637417106NNNNNN REIT Inc$32.4M0.03%816,769CommonSOLE
82846H504QXO 5.5 05/15/28QXO Inc$32.3M0.03%585,147CommonSOLE
18467V109YOUClear Secure Inc$32.2M0.03%918,072CommonSOLE
032654105ADIAnalog Devices Inc$32.0M0.03%117,986CommonNONE
98887Q104ZLABZai Lab Ltd$31.9M0.03%1,808,035CommonSOLE
629209305NMIHNMI Holdings Inc$31.6M0.03%774,359CommonSOLE
884903808TRI4EURThomson Reuters Corp$30.9M0.02%234,156CommonSOLE
M2682V108CYBRCyberArk Software Ltd$30.8M0.02%68,961CommonSOLE
09260D107BXBlackstone Inc$30.6M0.02%198,640CommonSOLE
00217Y104ATSATS Corp$30.6M0.02%1,111,485CommonSOLE
194162103CLColgate-Palmolive Co$30.4M0.02%385,024CommonSOLE
85472N109STNStantec Inc$30.1M0.02%318,736CommonSOLE
29358P101ENSGEnsign Group Inc/The$29.6M0.02%170,204CommonSOLE
608190104MHKMohawk Industries Inc$29.6M0.02%270,615CommonSOLE
156944100CGONCG oncology Inc$29.3M0.02%705,014CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$29.0M0.02%32,979CommonSOLE
H1467J104CBChubb Ltd$29.0M0.02%92,843CommonSOLE
47215P106JDJD.com Inc$28.6M0.02%996,855CommonSOLE
39874R101GOGrocery Outlet Holding Corp$28.4M0.02%2,816,721CommonSOLE
46222L108IONQIonQ Inc$28.0M0.02%623,075CommonSOLE
23345M107DTMDT Midstream Inc$27.9M0.02%233,398CommonSOLE
M7S64H106MNDYMONDAY COM LTD$27.7M0.02%187,671CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & Co Inc$27.3M0.02%527,259CommonSOLE
882681109TXRHTexas Roadhouse Inc$27.3M0.02%164,548CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$27.3M0.02%81,051CommonSOLE
45780R101IBPInstalled Building Products Inc$27.1M0.02%104,493CommonSOLE
19247A100CNSCohen & Steers Inc$26.9M0.02%429,005CommonSOLE
88033G407THCTenet Healthcare Corp$26.7M0.02%134,261CommonSOLE
778296103ROSTRoss Stores Inc$26.5M0.02%146,955CommonSOLE
099406100BOOTBoot Barn Holdings Inc$26.4M0.02%149,466CommonSOLE
22160N109CSGPCoStar Group Inc$25.7M0.02%382,138CommonSOLE
912008109USFDUS Foods Holding Corp$25.6M0.02%339,696CommonNONE
G4R20B107INTRInter & Co Inc$25.4M0.02%2,997,023CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$25.1M0.02%1,039,953CommonSOLE
V5633W109MMYTMakeMyTrip Ltd$24.0M0.02%292,031CommonSOLE
031162100AMGNAmgen Inc$23.1M0.02%70,646CommonSOLE
74736K101QRVOQorvo Inc$22.9M0.02%271,236CommonSOLE
049560105ATOAtmos Energy Corp$22.9M0.02%136,633CommonSOLE
817565104SCIService Corp International/US$22.8M0.02%292,024CommonSOLE
607828100MODModine Manufacturing Co$22.6M0.02%169,434CommonSOLE
539830109LMTLockheed Martin Corp$22.4M0.02%46,406CommonSOLE
92047W101VVVValvoline Inc$22.1M0.02%760,949CommonSOLE
16411R208LNGCheniere Energy Inc$22.1M0.02%113,680CommonSOLE
088929104BGCBGC Group Inc$21.2M0.02%2,373,370CommonSOLE
920253101VMIValmont Industries Inc$20.9M0.02%51,915CommonNONE
76655K103RGTIRigetti Computing Inc$20.4M0.02%918,829CommonSOLE
G8994E103TTTrane Technologies PLC$20.2M0.02%51,856CommonNONE
34354P105FLSFlowserve Corp$20.0M0.02%288,701CommonNONE
464287671IUSGiShares Core S&P U.S. Growth ETF$20.0M0.02%119,065CommonSOLE
030420103AWKAmerican Water Works Co Inc$19.3M0.02%147,631CommonSOLE
G16258108BEPBrookfield Renewable Partners LP$19.0M0.02%706,237CommonSOLE
374163103GERNGeron Corp$18.8M0.02%14,242,953CommonSOLE
086921103BETABeta Technologies Inc$18.4M0.01%652,335CommonSOLE
218352102CORTCorcept Therapeutics Inc$17.7M0.01%507,354CommonSOLE
83443Q103SOLSSolstice Advanced Materials Inc$17.6M0.01%362,672CommonSOLE
903731107ULSUL Solutions Inc$17.6M0.01%222,573CommonNONE
85209W109SPTSprout Social Inc$17.5M0.01%1,555,545CommonSOLE
52476L109LGNLegence Corp$17.3M0.01%401,667CommonSOLE
898202106TRUPTrupanion Inc$16.7M0.01%447,854CommonSOLE
253868103DLRDigital Realty Trust Inc$16.7M0.01%107,872CommonSOLE
29476L107EQREquity Residential$16.3M0.01%259,264CommonSOLE
F92124100TTETotalEnergies SE$15.9M0.01%242,553CommonSOLE
216648501COOCooper Cos Inc/The$15.8M0.01%193,305CommonNONE
92686J106VKTXViking Therapeutics Inc$15.6M0.01%444,840CommonSOLE
829073105SSDSimpson Manufacturing Co Inc$15.1M0.01%93,625CommonSOLE
902252105TYLTyler Technologies Inc$15.0M0.01%33,131CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$14.9M0.01%31,432CommonNONE
913915104UTIUniversal Technical Institute Inc$14.5M0.01%555,573CommonSOLE
G96629103WTWWillis Towers Watson PLC$14.5M0.01%44,159CommonSOLE
20459V105GPGICompoSecure Inc$14.1M0.01%731,883CommonSOLE
04280A100ARWRArrowhead Pharmaceuticals Inc$13.8M0.01%208,062CommonSOLE
361448103GATXGATX Corp$13.7M0.01%80,743CommonSOLE
06417N103OZKBank OZK$13.6M0.01%295,257CommonSOLE
80706P103SRRKScholar Rock Holding Corp$13.0M0.01%295,475CommonSOLE
64119N608NTSKNetskope Inc$12.9M0.01%737,933CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$12.9M0.01%713,214CommonSOLE
298736109EEFTEuronet Worldwide Inc$12.7M0.01%167,291CommonSOLE
377322102GKOSGlaukos Corp$12.6M0.01%112,022CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth ETF$12.6M0.01%91,708CommonNONE
24664T103DKLDelek Logistics Partners LP$12.5M0.01%279,818CommonSOLE
531229771FWONALiberty Media Corp-Liberty Formula One$12.5M0.01%139,342CommonSOLE
960417103WLKPWestlake Chemical Partners LP$12.0M0.01%633,569CommonSOLE
008492100ADCAgree Realty Corp$11.5M0.01%159,515CommonSOLE
387437205GRTUFGranite Real Estate Investment Trust$11.4M0.01%139,866CommonSOLE
G0585R106AGOAssured Guaranty Ltd$11.3M0.01%126,163CommonSOLE
68278B107K4FOnestream Inc$11.3M0.01%613,505CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$11.2M0.01%124,126CommonSOLE
08265T208BSYBentley Systems Inc$11.2M0.01%293,488CommonSOLE
59001A102MTHMeritage Homes Corp$11.1M0.01%168,748CommonSOLE
515098101LSTRLandstar System Inc$11.1M0.01%77,171CommonSOLE
59100U108CASHPathward Financial Inc$11.0M0.01%155,243CommonSOLE
539439109LYGLloyds Banking Group PLC$10.9M0.01%2,057,267CommonSOLE
09857L108BKNGBooking Holdings Inc$10.8M0.01%2,012CommonNONE
Y41053102INSWInternational Seaways Inc$10.8M0.01%221,707CommonSOLE
15102K100CELCCelcuity Inc$10.7M0.01%106,931CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$10.5M0.01%301,968CommonSOLE
636274409NGGNational Grid PLC$10.5M0.01%135,359CommonSOLE
22758A105CAPLCrossAmerica Partners LP$10.4M0.01%505,147CommonSOLE
949746101WMT2Wells Fargo & Co$10.4M0.01%111,523CommonSOLE
49803T300KRGKite Realty Group Trust$10.4M0.01%433,086CommonSOLE
53263P105LMBLimbach Holdings Inc$10.4M0.01%133,311CommonSOLE
781846209RUSHARush Enterprises Inc$10.3M0.01%191,652CommonSOLE
L44385109GLOBGlobant SA$10.2M0.01%156,696CommonSOLE
26603R106DUOLDuolingo Inc$10.1M0.01%57,576CommonSOLE
830879102SKYWSkywest Inc$10.0M0.01%100,051CommonSOLE
197236102COLBColumbia Banking System Inc$9.8M0.01%349,859CommonSOLE
H2927K103AMRZAMRIZE LTD$9.8M0.01%180,516CommonSOLE
880779103TEXTerex Corp$9.7M0.01%181,283CommonSOLE
918090101UTZUtz Brands Inc$9.7M0.01%932,242CommonSOLE
88080T104WULFTerawulf Inc$9.6M0.01%839,662CommonSOLE
98585X104YETIYETI Holdings Inc$9.6M0.01%216,399CommonSOLE
626717102MURMurphy Oil Corp$9.5M0.01%303,466CommonSOLE
19260Q107COINCoinbase Global Inc$9.4M0.01%41,759CommonSOLE
01748X102ALGTAllegiant Travel Co$9.4M0.01%110,170CommonSOLE
G3198U102ESNTEssent Group Ltd$9.4M0.01%144,004CommonSOLE
827048109SLGNSilgan Holdings Inc$9.3M0.01%229,863CommonSOLE
82846H405QXOQXO Inc$9.2M0.01%479,200CommonSOLE
26969P108EXPEagle Materials Inc$9.1M0.01%44,250CommonSOLE
553368101MPMP Materials Corp$9.0M0.01%178,023CommonSOLE

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.