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Fieldview Capital Management, LLC

Q4 2024 · 13F-HR

Fieldview Capital Management, LLCholdings as filed

Filed 2025-02-14 · accession 0001420506-25-000543

$647.6M
Reported value
402
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$8.8M1.36%20,933CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$8.7M1.34%9,504CommonSOLE
891092108TTCTORO CO$8.1M1.25%101,110CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.0M1.23%99,788CommonSOLE
64110L106NFLXNETFLIX INC$8.0M1.23%8,920CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.7M1.18%181,436CommonSOLE
902973304USBUS BANCORP DEL$7.4M1.14%154,039CommonSOLE
73278L105POOLPOOL CORP$7.1M1.10%20,880CommonSOLE
315616102FFIVF5 INC$7.0M1.08%27,821CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$6.9M1.06%29,857CommonSOLE
031162100AMGNAMGEN INC$6.7M1.03%25,555CommonSOLE
418056107HASHASBRO INC$6.6M1.02%118,598CommonSOLE
500754106KHCKRAFT HEINZ CO$6.5M1.01%213,124CommonSOLE
H5919C104ONONON HLDG AG$6.5M1.01%119,373CommonSOLE
872540109TJXTJX COS INC NEW$6.4M0.99%53,024CommonSOLE
29414B104EPAMEPAM SYS INC$6.2M0.96%26,574CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$6.2M0.96%356,036CommonSOLE
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713448108PEPPEPSICO INC$5.7M0.88%37,692CommonSOLE
889478103TOLTOLL BROTHERS INC$5.6M0.87%44,513CommonSOLE
67059N108NTNXNUTANIX INC$5.6M0.86%91,113CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$5.5M0.85%80,915CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.4M0.84%45,072CommonSOLE
26210C104DBXDROPBOX INC$5.3M0.83%178,000CommonSOLE
465741106ITRIITRON INC$5.1M0.78%46,812CommonSOLE
422806109HEIHEICO CORP NEW$5.0M0.78%21,171CommonSOLE
632307104NTRANATERA INC$5.0M0.77%31,346CommonSOLE
N14506104ESTCELASTIC N V$4.9M0.76%49,368CommonSOLE
91879Q109MTNVAIL RESORTS INC$4.9M0.75%26,015CommonSOLE
20717M1038QRCONFLUENT INC$4.8M0.74%171,580CommonSOLE
98980G102ZSZSCALER INC$4.8M0.74%26,517CommonSOLE
90384S303ULTAULTA BEAUTY INC$4.8M0.74%10,993CommonSOLE
681919106OMCOMNICOM GROUP INC$4.6M0.71%53,294CommonSOLE
217204106CPRTCOPART INC$4.5M0.69%78,040CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4.5M0.69%74,676CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$4.4M0.68%47,711CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$4.3M0.67%13,066CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$4.3M0.67%59,349CommonSOLE
75960P104RELYREMITLY GLOBAL INC$4.3M0.66%188,692CommonSOLE
888787108TOSTTOAST INC$4.3M0.66%116,814CommonSOLE
18915M107NETCLOUDFLARE INC$4.1M0.64%38,492CommonSOLE
922475108VEEVVEEVA SYS INC$4.1M0.64%19,706CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.1M0.64%175,003CommonSOLE
55354G100MSCIMSCI INC$4.1M0.63%6,788CommonSOLE
038222105AMATAPPLIED MATLS INC$4.1M0.63%24,954CommonSOLE
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76680R206RNGRINGCENTRAL INC$3.8M0.59%108,969CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$3.8M0.59%30,852CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$3.8M0.58%101,020CommonSOLE
03674X106ARANTERO RESOURCES CORP$3.7M0.57%105,691CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.7M0.57%91,707CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$3.6M0.56%29,952CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$3.6M0.56%24,324CommonSOLE
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09627Y1092655787DBLUEPRINT MEDICINES CORP$3.4M0.53%39,089CommonSOLE
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443573100HUBSHUBSPOT INC$3.4M0.52%4,814CommonSOLE
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084423102WRBBERKLEY W R CORP$3.3M0.51%56,918CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.1M0.48%6,675CommonSOLE
364760108GAPGAP INC$3.1M0.48%131,500CommonSOLE
10316T104BOXBOX INC$3.1M0.47%97,095CommonSOLE
852234103XYZBLOCK INC$3.1M0.47%36,091CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$2.9M0.45%203,832CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.9M0.45%25,772CommonSOLE
149123101CATCATERPILLAR INC$2.9M0.45%7,990CommonSOLE
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G4474Y214JHGJANUS HENDERSON GROUP PLC$2.9M0.44%67,448CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.9M0.44%4,946CommonSOLE
920253101VMIVALMONT INDS INC$2.8M0.44%9,274CommonSOLE
G0176J109ALLEALLEGION PLC$2.8M0.44%21,747CommonSOLE
60937P106MDBMONGODB INC$2.8M0.44%12,168CommonSOLE
G54950103LINLINDE PLC$2.8M0.44%6,757CommonSOLE
03783C100APPFAPPFOLIO INC$2.8M0.43%11,243CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.8M0.43%2,330CommonSOLE
832696405SJMSMUCKER J M CO$2.7M0.42%24,783CommonSOLE
50050N103KTBKONTOOR BRANDS INC$2.7M0.42%31,716CommonSOLE
052800109ALVAUTOLIV INC$2.7M0.41%28,607CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$2.7M0.41%48,648CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.6M0.41%26,601CommonSOLE
423452101HPHELMERICH & PAYNE INC$2.6M0.39%79,650CommonSOLE
688239201OSKOSHKOSH CORP$2.5M0.39%26,818CommonSOLE
482480100KLACKLA CORP$2.5M0.39%4,011CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.5M0.39%3,534CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M0.35%17,007CommonSOLE
22052L104CTVACORTEVA INC$2.3M0.35%39,705CommonSOLE
09260D107BXBLACKSTONE INC$2.3M0.35%13,055CommonSOLE
89055F103BLDTOPBUILD CORP$2.2M0.35%7,219CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.2M0.35%6,727CommonSOLE
314211103FHIFEDERATED HERMES INC$2.2M0.34%53,431CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$2.2M0.34%108,927CommonSOLE
74758T303QLYSQUALYS INC$2.2M0.33%15,469CommonSOLE
29530P102ERIEERIE INDTY CO$2.1M0.33%5,212CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.1M0.33%13,325CommonSOLE
626755102MUSAMURPHY USA INC$2.1M0.32%4,107CommonSOLE
33829M101FIVEFIVE BELOW INC$2.0M0.31%19,386CommonSOLE
35137L105FOXAFOX CORP$2.0M0.31%41,636CommonSOLE
536797103LADLITHIA MTRS INC$2.0M0.31%5,654CommonSOLE
G3922B107GGENPACT LIMITED$2.0M0.31%46,076CommonSOLE
29358P101ENSGENSIGN GROUP INC$2.0M0.31%14,868CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$2.0M0.30%61,405CommonSOLE
574599106MASMASCO CORP$2.0M0.30%26,891CommonSOLE
26875P101EOGEOG RES INC$1.9M0.30%15,699CommonSOLE
911363109URIUNITED RENTALS INC$1.9M0.29%2,677CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$1.9M0.29%43,913CommonSOLE
679295105OKTAOKTA INC$1.8M0.28%23,407CommonSOLE
05465C100AXAXOS FINANCIAL INC$1.8M0.28%25,866CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.8M0.28%23,631CommonSOLE
G8473T100STESTERIS PLC$1.8M0.28%8,759CommonSOLE
45827U109INTAINTAPP INC$1.8M0.28%28,046CommonSOLE
83304A106SNAPSNAP INC$1.8M0.28%166,747CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$1.8M0.28%51,282CommonSOLE
733174700BPOPPOPULAR INC$1.8M0.28%18,957CommonSOLE
00187Y100APGAPI GROUP CORP$1.8M0.27%49,397CommonSOLE
617700109MORNMORNINGSTAR INC$1.7M0.27%5,117CommonSOLE
974155103WINGWINGSTOP INC$1.7M0.26%6,028CommonSOLE
172908105CTASCINTAS CORP$1.7M0.26%9,289CommonSOLE
23331A109DHID R HORTON INC$1.7M0.26%11,846CommonSOLE
12653C108CNXCNX RES CORP$1.6M0.25%44,944CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$1.6M0.25%69,037CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$1.6M0.25%41,106CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$1.6M0.25%30,732CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.24%22,097CommonSOLE
127203107WHDCACTUS INC$1.5M0.24%26,548CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1.5M0.24%44,986CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.24%2,622CommonSOLE
835495102SONSONOCO PRODS CO$1.5M0.24%31,343CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.5M0.23%70,876CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.5M0.23%8,523CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.5M0.23%37,013CommonSOLE
743315103PGRPROGRESSIVE CORP$1.5M0.23%6,208CommonSOLE
011642105ALRMALARM COM HLDGS INC$1.5M0.23%24,446CommonSOLE
651639106NEMNEWMONT CORP$1.5M0.23%39,926CommonSOLE
904311107UAAUNDER ARMOUR INC$1.5M0.23%178,660CommonSOLE
M7S64H106MNDYMONDAY COM LTD$1.5M0.23%6,281CommonSOLE
457187102INGRINGREDION INC$1.5M0.23%10,688CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.22%44,459CommonSOLE
576485205MTDRMATADOR RES CO$1.4M0.22%25,691CommonSOLE
171779309CIENCIENA CORP$1.4M0.22%17,004CommonSOLE
256746108DLTRDOLLAR TREE INC$1.4M0.22%19,221CommonSOLE
H8817H100RIGTRANSOCEAN LTD$1.4M0.22%382,664CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.22%11,845CommonSOLE
318672706FBPFIRST BANCORP P R$1.4M0.22%75,026CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$1.4M0.21%66,070CommonSOLE
745867101PHMPULTE GROUP INC$1.4M0.21%12,774CommonSOLE
01741R102ATIATI INC$1.4M0.21%24,614CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.4M0.21%18,693CommonSOLE
896239100TRMBTRIMBLE INC$1.3M0.21%18,977CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$1.3M0.21%11,909CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.3M0.20%3,296CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.20%23,445CommonSOLE
749685103RPMRPM INTL INC$1.3M0.20%10,694CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.3M0.20%2,542CommonSOLE
87612E106TGTTARGET CORP$1.3M0.20%9,686CommonSOLE
10576N102BRZEBRAZE INC$1.3M0.20%30,929CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.3M0.20%5,964CommonSOLE
05329W102ANAUTONATION INC$1.3M0.19%7,408CommonSOLE
65290E101NXTNEXTRACKER INC$1.3M0.19%34,266CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.2M0.19%13,868CommonSOLE
100557107SAMBOSTON BEER INC$1.2M0.19%4,101CommonSOLE
549498103CCIVGBPLUCID GROUP INC$1.2M0.19%402,311CommonSOLE
91332U101UUNITY SOFTWARE INC$1.2M0.19%53,617CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.18%4,214CommonSOLE
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366651107ITGARTNER INC$1.2M0.18%2,453CommonSOLE
79589L106IOTSAMSARA INC$1.2M0.18%26,823CommonSOLE
91529Y106UNMUNUM GROUP$1.2M0.18%15,985CommonSOLE
08265T208BSYBENTLEY SYS INC$1.2M0.18%24,922CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$1.2M0.18%31,972CommonSOLE
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50212V100LPLALPL FINL HLDGS INC$1.2M0.18%3,532CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.1M0.18%13,446CommonSOLE
488401100KMPRKEMPER CORP$1.1M0.17%17,025CommonSOLE
77543R102ROKUROKU INC$1.1M0.17%15,137CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.17%9,709CommonSOLE
26884L109EQTEQT CORP$1.1M0.17%24,289CommonSOLE
436893200HOMBHOME BANCSHARES INC$1.1M0.17%39,174CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.1M0.17%897CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$1.1M0.17%23,638CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.1M0.17%7,548CommonSOLE
458334109IPARINTERPARFUMS INC$1.1M0.17%8,188CommonSOLE
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90353T100UBERUBER TECHNOLOGIES INC$1.1M0.17%17,816CommonSOLE
368736104GNRCGENERAC HLDGS INC$1.1M0.17%6,895CommonSOLE
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311900104FASTFASTENAL CO$980,6370.15%13,637CommonSOLE
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90364P105PATHUIPATH INC$954,3430.15%75,086CommonSOLE
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N5749R1002GHMERUS N V$926,0250.14%22,022CommonSOLE
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452308109ITWILLINOIS TOOL WKS INC$532,2220.08%2,099CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$527,4300.08%22,882CommonSOLE
857477103STTSTATE STR CORP$526,1820.08%5,361CommonSOLE
682189105ONON SEMICONDUCTOR CORP$517,9560.08%8,215CommonSOLE
863667101SYKSTRYKER CORPORATION$516,6720.08%1,435CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$516,5660.08%4,346CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$512,9910.08%7,874CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$512,9410.08%13,268CommonSOLE
29362U104ENTGENTEGRIS INC$510,6540.08%5,155CommonSOLE
192108504CDECOEUR MNG INC$495,3860.08%86,606CommonSOLE
26701L100BROSDUTCH BROS INC$486,8720.08%9,295CommonSOLE
871829107SYYSYSCO CORP$485,5970.07%6,351CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$483,8500.07%16,673CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$483,2230.07%17,166CommonSOLE
02209S103MOALTRIA GROUP INC$479,3420.07%9,167CommonSOLE
19247G107COHRCOHERENT CORP$476,6810.07%5,032CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$473,9320.07%58,366CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$470,8630.07%5,573CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$466,7950.07%4,682CommonSOLE
008492100ADCAGREE RLTY CORP$466,4490.07%6,621CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$465,8540.07%26,928CommonSOLE
253868103DLRDIGITAL RLTY TR INC$459,9940.07%2,594CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$455,7410.07%24,555CommonSOLE
960413102WLKWESTLAKE CORPORATION$450,4600.07%3,929CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$445,7880.07%8,824CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$441,9950.07%7,711CommonSOLE
95082P105WCCWESCO INTL INC$437,9230.07%2,420CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$436,0570.07%5,144CommonSOLE
216648501COOCOOPER COS INC$433,0820.07%4,711CommonSOLE
04621X108AIZASSURANT INC$432,8370.07%2,030CommonSOLE
770700102HOODROBINHOOD MKTS INC$432,7750.07%11,615CommonSOLE
75524B104RBCRBC BEARINGS INC$430,1630.07%1,438CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$429,8320.07%1,698CommonSOLE
23804L103DDOGDATADOG INC$421,6680.07%2,951CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$419,5830.06%4,061CommonSOLE
438516106HONHONEYWELL INTL INC$413,1530.06%1,829CommonSOLE
099724106BWABORGWARNER INC$410,3140.06%12,907CommonSOLE
747525103QCOMQUALCOMM INC$408,3220.06%2,658CommonSOLE
683344105ONTOONTO INNOVATION INC$402,3410.06%2,414CommonSOLE
222070203COTYCOTY INC$402,0440.06%57,765CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$398,5380.06%5,704CommonSOLE
G5509L101LIVNLIVANOVA PLC$397,0160.06%8,573CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$389,6050.06%10,727CommonSOLE
M7516K103NVMINOVA LTD$388,5820.06%1,973CommonSOLE
371901109GNTXGENTEX CORP$383,5170.06%13,349CommonSOLE
29275Y102ENSENERSYS$372,7700.06%4,033CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$370,2240.06%69,722CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$370,0490.06%12,101CommonSOLE
929160109VMCVULCAN MATLS CO$369,8970.06%1,438CommonSOLE
693506107PPGPPG INDS INC$368,0250.06%3,081CommonSOLE
023135106AMZNAMAZON COM INC$365,7230.06%1,667CommonSOLE
98419M100XYLXYLEM INC$361,9820.06%3,120CommonSOLE
55305B101MHOM/I HOMES INC$359,3640.06%2,703CommonSOLE
156504300CCSCENTURY CMNTYS INC$352,1280.05%4,800CommonSOLE
624756102MLIMUELLER INDS INC$352,1200.05%4,437CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$349,2000.05%1,897CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$349,0180.05%1,456CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$348,9290.05%8,294CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$346,6270.05%1,396CommonSOLE
806857108SLBSCHLUMBERGER LTD$346,0190.05%9,025CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$344,5390.05%4,407CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$341,0360.05%2,402CommonSOLE
682680103OKEONEOK INC NEW$340,2560.05%3,389CommonSOLE
55087P104LYFTLYFT INC$340,0050.05%26,357CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$339,2270.05%3,410CommonSOLE
26856L103ELFE L F BEAUTY INC$336,8510.05%2,683CommonSOLE
30231G102XOMEXXON MOBIL CORP$333,5750.05%3,101CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$330,9650.05%38,042CommonSOLE
00191U102EFORASGN INC$330,7760.05%3,969CommonSOLE
78454L100SMSM ENERGY CO$329,1890.05%8,493CommonSOLE
55306N104MKSIMKS INSTRS INC$325,3840.05%3,117CommonSOLE
478160104JNJJOHNSON & JOHNSON$323,6600.05%2,238CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$322,9790.05%1,775CommonSOLE
086516101BBYBEST BUY INC$322,6080.05%3,760CommonSOLE
422704106HLHECLA MNG CO$322,5130.05%65,685CommonSOLE
87265H109T86TRI POINTE HOMES INC$320,8280.05%8,848CommonSOLE
14316J108CGCARLYLE GROUP INC$319,1470.05%6,321CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$316,8200.05%609CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$315,2280.05%4,104CommonSOLE
G87110105FTITECHNIPFMC PLC$313,7960.05%10,843CommonSOLE
058498106BALLBALL CORP$306,3570.05%5,557CommonSOLE
577081102MATMATTEL INC$306,3390.05%17,278CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$304,8730.05%4,827CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$293,9590.05%8,788CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$290,5220.04%3,188CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$288,0350.04%6,954CommonSOLE
G01767105ALKSALKERMES PLC$285,8740.04%9,940CommonSOLE
98954M200ZZILLOW GROUP INC$285,2410.04%3,852CommonSOLE
03937C105ARCBARCBEST CORP$283,8790.04%3,042CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$283,8300.04%17,445CommonSOLE
69331C108PCGPG&E CORP$282,8230.04%14,015CommonSOLE
G65163100JOBYJOBY AVIATION INC$281,7290.04%34,653CommonSOLE
142339100CSLCARLISLE COS INC$279,5810.04%758CommonSOLE
695156109PKGPACKAGING CORP AMER$278,9360.04%1,239CommonSOLE
94419L101WWAYFAIR INC$278,9060.04%6,293CommonSOLE
830566105SKAASKECHERS U S A INC$272,1880.04%4,048CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$269,8920.04%6,857CommonSOLE
375558103GILDGILEAD SCIENCES INC$268,9810.04%2,912CommonSOLE
670703107NUVLNUVALENT INC$261,6900.04%3,343CommonSOLE
941848103WATWATERS CORP$261,5410.04%705CommonSOLE
980745103WWDWOODWARD INC$261,4460.04%1,571CommonSOLE
20464U100COMPCOMPASS INC$258,8220.04%44,243CommonSOLE
15677J108DAYDAYFORCE INC$254,3130.04%3,501CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$252,6380.04%884CommonSOLE
74736L109QTWOQ2 HLDGS INC$248,6060.04%2,470CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$241,5980.04%533CommonSOLE
916896103UECURANIUM ENERGY CORP$241,4690.04%36,094CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$237,1940.04%13,679CommonSOLE
45768S105IOSPINNOSPEC INC$236,5190.04%2,149CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$234,2660.04%3,885CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$227,6880.04%1,696CommonSOLE
74762E102QUREQUANTA SVCS INC$223,1310.03%706CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$222,9150.03%9,219CommonSOLE
G2519Y108BAPCREDICORP LTD$222,3670.03%1,213CommonSOLE
03852U106ARMKARAMARK$222,2560.03%5,957CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$219,9930.03%3,095CommonSOLE
077454106BDCBELDEN INC$219,5900.03%1,950CommonSOLE
30063P105EXKEXACT SCIENCES CORP$219,4780.03%3,906CommonSOLE
172755100CRUSCIRRUS LOGIC INC$218,4790.03%2,194CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$217,1370.03%11,593CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$214,7380.03%950CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$207,7570.03%988CommonSOLE
260557103DOWDOW INC$201,9740.03%5,033CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$200,5770.03%7,385CommonSOLE
G0250X107AMCRAMCOR PLC$150,2490.02%15,967CommonSOLE
G98239109XPXP INC$133,8580.02%11,296CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$129,1170.02%10,662CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$124,6350.02%15,089CommonSOLE

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.