MondegarAI
AXQ CAPITAL, LP

Q2 2025 · 13F-HR

AXQ CAPITAL, LPholdings as filed

Filed 2025-08-12 · accession 0001420506-25-001846

$309.7M
Reported value
547
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · AXQ CAPITAL, LP · Q2 2025

AI · grounded in 13F

AXQ CAPITAL, LP established a new position in PLTR valued at $2.65M. The fund also initiated new stakes in GDDY for $2.47M and CCL1EUR for $2.43M. Other new additions include TMO at $2.27M and AME at $2.25M. Total assets under management stand at $309.68M across 547 positions.

Holdings as filed

First 500 of 547

CUSIPTickerIssuerValue% port.SharesClassVoting
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.7M0.86%19,473CommonSOLE
380237107GDDYGODADDY INC$2.5M0.80%13,726CommonSOLE
143658300CCL1EURCARNIVAL CORP$2.4M0.79%86,460CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.3M0.73%5,591CommonSOLE
031100100AMEAMETEK INC$2.2M0.73%12,418CommonSOLE
69331C108PCGPG&E CORP$2.2M0.72%159,522CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.2M0.71%13,931CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$2.2M0.71%120,753CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.2M0.70%106,275CommonSOLE
191216100KOCOCA COLA CO$2.0M0.66%28,897CommonSOLE
959802109WUWESTERN UN CO$2.0M0.66%242,556CommonSOLE
629377508NRGNRG ENERGY INC$2.0M0.65%12,465CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$1.9M0.63%23,906CommonSOLE
92826C839VVISA INC$1.9M0.62%5,415CommonSOLE
22266T109CPNGCOUPANG INC$1.9M0.62%63,928CommonSOLE
00287Y109ABBVABBVIE INC$1.9M0.60%9,978CommonSOLE
501044101KRKROGER CO$1.8M0.59%25,686CommonSOLE
61945C103MOSMOSAIC CO NEW$1.8M0.59%50,468CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.8M0.58%3,167CommonSOLE
02005N100ALLYALLY FINL INC$1.8M0.57%45,580CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.7M0.56%10,745CommonSOLE
418056107HASHASBRO INC$1.7M0.56%23,674CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.56%37,507CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.7M0.55%18,708CommonSOLE
770323103RHIROBERT HALF INC.$1.7M0.54%40,431CommonSOLE
192422103CGNXCOGNEX CORP$1.7M0.54%52,267CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.6M0.53%7,178CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.53%3,369CommonSOLE
65249B109NWSANEWS CORP NEW$1.6M0.53%54,896CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.6M0.52%6,590CommonSOLE
03674X106ARANTERO RESOURCES CORP$1.6M0.52%40,276CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.52%29,211CommonSOLE
784117103SEICSEI INVTS CO$1.6M0.52%17,934CommonSOLE
438516106HONHONEYWELL INTL INC$1.6M0.52%6,904CommonSOLE
00130H105AESAES CORP$1.6M0.52%152,072CommonSOLE
26884L109EQTEQT CORP$1.6M0.51%27,222CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.51%12,724CommonSOLE
G3922B107GGENPACT LIMITED$1.6M0.50%35,267CommonSOLE
87612G101TRGPTARGA RES CORP$1.5M0.50%8,821CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.5M0.49%73,748CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1.5M0.49%26,001CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.5M0.48%22,221CommonSOLE
189054109CLXCLOROX CO DEL$1.4M0.47%12,015CommonSOLE
681919106OMCOMNICOM GROUP INC$1.4M0.46%19,929CommonSOLE
931142103WMTWALMART INC$1.4M0.46%14,567CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1.4M0.46%11,220CommonSOLE
009066101ABNBAIRBNB INC$1.4M0.46%10,668CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$1.4M0.46%94,179CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$1.4M0.45%25,757CommonSOLE
G02602103DOXAMDOCS LTD$1.3M0.44%14,788CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.3M0.42%3,060CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.41%2,356CommonSOLE
552690109MDUMDU RES GROUP INC$1.3M0.41%75,891CommonSOLE
090043100BILLBILL HOLDINGS INC$1.2M0.40%26,956CommonSOLE
447011107HUNHUNTSMAN CORP$1.2M0.40%119,476CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.2M0.39%13,488CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.2M0.38%7,048CommonSOLE
384802104GWWGRAINGER W W INC$1.2M0.38%1,130CommonSOLE
88579Y101MMM3M CO$1.2M0.38%7,703CommonSOLE
49177J102KVUEKENVUE INC$1.2M0.38%55,934CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.2M0.37%101,061CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.2M0.37%50,225CommonSOLE
291011104EMREMERSON ELEC CO$1.1M0.37%8,554CommonSOLE
82452J109FOURSHIFT4 PMTS INC$1.1M0.37%11,452CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.1M0.36%3,888CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.1M0.36%2,751CommonSOLE
55616P104MMACYS INC$1.1M0.35%93,975CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.35%10,893CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$1.1M0.35%46,682CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.35%3,493CommonSOLE
988498101YUMYUM BRANDS INC$1.1M0.35%7,335CommonSOLE
00090Q103ADTADT INC DEL$1.1M0.35%127,026CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.1M0.34%140,554CommonSOLE
444859102HUMHUMANA INC$1.1M0.34%4,365CommonSOLE
73278L105POOLPOOL CORP$1.1M0.34%3,636CommonSOLE
14316J108CGCARLYLE GROUP INC$1.1M0.34%20,570CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.0M0.34%76,281CommonSOLE
406216101HALHALLIBURTON CO$1.0M0.34%51,287CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.0M0.33%9,015CommonSOLE
12504L109CBRECBRE GROUP INC$1.0M0.33%7,303CommonSOLE
458140100INTCINTEL CORP$1.0M0.33%45,421CommonSOLE
172908105CTASCINTAS CORP$1.0M0.33%4,546CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$986,5600.32%4,996CommonSOLE
29414B104EPAMEPAM SYS INC$975,8700.32%5,519CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$974,5820.31%29,731CommonSOLE
88162G103TTEKTETRA TECH INC NEW$966,9280.31%26,889CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$964,8510.31%1,717CommonSOLE
254687106DISDISNEY WALT CO$951,9010.31%7,676CommonSOLE
929089100VOYAVOYA FINANCIAL INC$946,2170.31%13,327CommonSOLE
148929102CAVACAVA GROUP INC$936,6380.30%11,120CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$934,0660.30%24,452CommonSOLE
68389X105ORCLORACLE CORP$932,8940.30%4,267CommonSOLE
032095101APHAMPHENOL CORP NEW$931,6080.30%9,434CommonSOLE
77311W101RKTROCKET COS INC$931,1010.30%65,663CommonSOLE
428291108HXLHEXCEL CORP NEW$929,0350.30%16,446CommonSOLE
23345M107DTMDT MIDSTREAM INC$919,5070.30%8,366CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$919,3580.30%5,074CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$918,3900.30%53,707CommonSOLE
872657101TPGTPG INC$915,2000.30%17,449CommonSOLE
422806109HEIHEICO CORP NEW$915,1200.30%2,790CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$914,8620.30%59,834CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$883,2690.29%18,769CommonSOLE
184496107CLHCLEAN HARBORS INC$882,8760.29%3,819CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$880,0030.28%8,451CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$879,3380.28%4,297CommonSOLE
06652K103BKUBANKUNITED INC$872,8450.28%24,525CommonSOLE
02079K107GOOGALPHABET INC$871,8720.28%4,915CommonSOLE
81730H109SSENTINELONE INC$868,2820.28%47,499CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$865,1810.28%5,280CommonSOLE
G5960L103MDTMEDTRONIC PLC$862,1110.28%9,890CommonSOLE
143130102KMXCARMAX INC$859,1450.28%12,783CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$855,9220.28%9,381CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$852,9560.28%11,654CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$845,5720.27%8,372CommonSOLE
G0260P102ASAMER SPORTS INC$845,2780.27%21,808CommonSOLE
902681105UGIUGI CORP NEW$836,7860.27%22,976CommonSOLE
695156109PKGPACKAGING CORP AMER$813,1620.26%4,315CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$809,0250.26%1,541CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$800,8810.26%4,415CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$796,5910.26%30,709CommonSOLE
90353W103UIUBIQUITI INC$793,6610.26%1,928CommonSOLE
55087P104LYFTLYFT INC$792,5700.26%50,290CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$785,6500.25%44,387CommonSOLE
H1467J104CBCHUBB LIMITED$781,6650.25%2,698CommonSOLE
466313103JBLJABIL INC$780,5800.25%3,579CommonSOLE
221006109CRVLCORVEL CORP$762,4220.25%7,418CommonSOLE
929740108WABWABTEC$760,1500.25%3,631CommonSOLE
013872106AAALCOA CORP$754,3050.24%25,561CommonSOLE
146229109CRICARTERS INC$739,7520.24%24,552CommonSOLE
20030N101CMCSACOMCAST CORP NEW$731,0740.24%20,484CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$730,6950.24%3,342CommonSOLE
16411R208LNGCHENIERE ENERGY INC$721,5500.23%2,963CommonSOLE
92840M102VSTVISTRA CORP$717,0970.23%3,700CommonSOLE
59156R108METMETLIFE INC$713,3250.23%8,870CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$712,7570.23%720CommonSOLE
001055102AFLAFLAC INC$696,3520.22%6,603CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$695,4630.22%5,125CommonSOLE
553368101MPMP MATERIALS CORP$694,0120.22%20,860CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$693,8170.22%8,689CommonSOLE
156504300CCSCENTURY CMNTYS INC$692,5670.22%12,297CommonSOLE
493267108KEYKEYCORP$691,2260.22%39,680CommonSOLE
235825205DANDANA INC$690,6820.22%40,273CommonSOLE
302491303FMCFMC CORP$688,3740.22%16,488CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$682,4160.22%19,223CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$669,2600.22%12,175CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$667,9230.22%10,880CommonSOLE
55024U109LITELUMENTUM HLDGS INC$667,5110.22%7,022CommonSOLE
G54950103LINLINDE PLC$659,1980.21%1,405CommonSOLE
337738108FISVFISERV INC$656,8820.21%3,810CommonSOLE
278865100ECLECOLAB INC$645,5780.21%2,396CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$645,3220.21%8,104CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$637,4080.21%19,919CommonSOLE
97717P104WTWISDOMTREE INC$632,5320.20%54,955CommonSOLE
042735100ARWARROW ELECTRS INC$630,2690.20%4,946CommonSOLE
771049103RBLXROBLOX CORP$627,5180.20%5,965CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$626,5690.20%8,035CommonSOLE
95058W100WENWENDYS CO$625,6790.20%54,788CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$622,0040.20%5,319CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$615,7100.20%4,070CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$614,7230.20%4,333CommonSOLE
29355A107ENPHENPHASE ENERGY INC$608,8260.20%15,355CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$607,1610.20%2,372CommonSOLE
149123101CATCATERPILLAR INC$605,6080.20%1,560CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$603,9170.20%26,616CommonSOLE
302941109FCNFTI CONSULTING INC$595,6120.19%3,688CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$595,1670.19%37,479CommonSOLE
687793109OSCROSCAR HEALTH INC$595,1530.19%27,759CommonSOLE
74346Y103PROPROS HOLDINGS INC$594,1560.19%37,941CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$592,9220.19%5,874CommonSOLE
624756102MLIMUELLER INDS INC$591,9720.19%7,449CommonSOLE
00191U102EFORASGN INC$590,1730.19%11,820CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$584,3140.19%19,727CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$584,0200.19%1,261CommonSOLE
880770102TERTERADYNE INC$583,5810.19%6,490CommonSOLE
683344105ONTOONTO INNOVATION INC$582,1640.19%5,768CommonSOLE
437076102HDHOME DEPOT INC$581,1240.19%1,585CommonSOLE
23918K108DVADAVITA INC$580,3410.19%4,074CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$579,5460.19%19,108CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$576,6920.19%97,250CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$576,1830.19%7,759CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$573,8610.19%26,654CommonSOLE
17243V102CNKCINEMARK HLDGS INC$571,4580.18%18,935CommonSOLE
78709Y105SAIASAIA INC$570,9950.18%2,084CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$569,4050.18%12,185CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$568,3380.18%538CommonSOLE
45768S105IOSPINNOSPEC INC$567,6920.18%6,751CommonSOLE
228368106CCKCROWN HLDGS INC$567,6260.18%5,512CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$567,5280.18%17,177CommonSOLE
863667101SYKSTRYKER CORPORATION$566,5420.18%1,432CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$558,4190.18%49,770CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$556,8770.18%12,717CommonSOLE
718172109PMPHILIP MORRIS INTL INC$556,5890.18%3,056CommonSOLE
512807306LRCXLAM RESEARCH CORP$552,5020.18%5,676CommonSOLE
011659109ALKALASKA AIR GROUP INC$549,7230.18%11,110CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$549,5790.18%28,609CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$548,2470.18%12,647CommonSOLE
004498101ACIWACI WORLDWIDE INC$546,2830.18%11,899CommonSOLE
88556E102TDUPTHREDUP INC$542,6950.18%72,456CommonSOLE
631103108NDAQNASDAQ INC$541,5280.17%6,056CommonSOLE
778296103ROSTROSS STORES INC$540,5560.17%4,237CommonSOLE
384637104GHCGRAHAM HLDGS CO$539,3170.17%570CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$537,4750.17%10,348CommonSOLE
422806208HEI/AHEICO CORP NEW$536,9060.17%2,075CommonSOLE
48123V102ZDZIFF DAVIS INC$536,1420.17%17,712CommonSOLE
45337C102INCYINCYTE CORP$532,2020.17%7,815CommonSOLE
743315103PGRPROGRESSIVE CORP$531,8520.17%1,993CommonSOLE
78442P106SLMSLM CORP$529,4270.17%16,146CommonSOLE
885160101THOTHOR INDS INC$524,4230.17%5,905CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$523,8970.17%7,073CommonSOLE
163851108CCCHEMOURS CO$523,8260.17%45,749CommonSOLE
919794107VLYVALLEY NATL BANCORP$523,7270.17%58,648CommonSOLE
668771108GENGEN DIGITAL INC$521,5560.17%17,740CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$521,5390.17%10,125CommonSOLE
46571Y107IIIVI3 VERTICALS INC$519,0970.17%18,890CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$514,5550.17%4,196CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$513,8970.17%11,425CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$513,4930.17%10,544CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$512,5430.17%19,082CommonSOLE
34959E109FTNTFORTINET INC$510,7330.16%4,831CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$510,2230.16%6,717CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$509,1240.16%16,731CommonSOLE
09227Q100BLKBBLACKBAUD INC$507,5800.16%7,905CommonSOLE
963320106WHRWHIRLPOOL CORP$506,3900.16%4,993CommonSOLE
89832Q109TFCTRUIST FINL CORP$506,0780.16%11,772CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$500,8340.16%1,145CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$498,6690.16%21,139CommonSOLE
751212101RLRALPH LAUREN CORP$498,6410.16%1,818CommonSOLE
26603R106DUOLDUOLINGO INC$495,3040.16%1,208CommonSOLE
030506109AMWDAMERICAN WOODMARK CORPORATIO$495,1130.16%9,277CommonSOLE
29357K103ENVAENOVA INTL INC$493,9220.16%4,429CommonSOLE
85423L103SAROSTANDARDAERO INC$487,3150.16%15,397CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$484,6520.16%23,002CommonSOLE
75960P104RELYREMITLY GLOBAL INC$484,0220.16%25,787CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$481,8370.16%6,914CommonSOLE
46222L108IONQIONQ INC$476,4080.15%11,087CommonSOLE
98954M200ZZILLOW GROUP INC$473,1180.15%6,754CommonSOLE
537008104LFUSLITTELFUSE INC$472,9590.15%2,086CommonSOLE
831865209AOSSMITH A O CORP$471,4480.15%7,190CommonSOLE
901109108TPCTUTOR PERINI CORP$470,9810.15%10,068CommonSOLE
576690101MTRNMATERION CORP$469,3150.15%5,913CommonSOLE
65249B208NWSNEWS CORP NEW$468,4340.15%13,653CommonSOLE
70975L107PENPENUMBRA INC$464,5000.15%1,810CommonSOLE
902973304USBUS BANCORP DEL$461,5950.15%10,201CommonSOLE
038222105AMATAPPLIED MATLS INC$456,5770.15%2,494CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$444,8140.14%10,956CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$440,3600.14%10,900CommonSOLE
300426103ECGEVERUS CONSTR GROUP$434,7360.14%6,843CommonSOLE
916896103UECURANIUM ENERGY CORP$434,3640.14%63,877CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$431,8730.14%22,102CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$431,7630.14%20,718CommonSOLE
78573M104SABRSABRE CORP$428,3100.14%135,541CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$428,1720.14%6,258CommonSOLE
69376K106RPCP10 INC$427,2680.14%41,807CommonSOLE
20464U100COMPCOMPASS INC$426,5820.14%67,927CommonSOLE
67079K100SMRNUSCALE PWR CORP$425,3890.14%10,753CommonSOLE
23331A109DHID R HORTON INC$423,3730.14%3,284CommonSOLE
039653100ACAARCOSA INC$421,0640.14%4,856CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$420,7890.14%826CommonSOLE
680665205OLNOLIN CORP$420,2020.14%20,916CommonSOLE
553498106MSAMSA SAFETY INC$418,6570.14%2,499CommonSOLE
N14506104ESTCELASTIC N V$418,6140.14%4,964CommonSOLE
47074L105JAMFJAMF HLDG CORP$417,1560.13%43,865CommonSOLE
26210C104DBXDROPBOX INC$415,7010.13%14,535CommonSOLE
540424108LLOEWS CORP$414,4870.13%4,522CommonSOLE
149568107CVCOCAVCO INDS INC DEL$410,9710.13%946CommonSOLE
45784P101PODDINSULET CORP$410,6330.13%1,307CommonSOLE
04626A103ALABASTERA LABS INC$409,7830.13%4,532CommonSOLE
30214U102EXPOEXPONENT INC$409,2610.13%5,478CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$409,2070.13%2,866CommonSOLE
125269100CFCF INDS HLDGS INC$409,0320.13%4,446CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$407,5950.13%1,825CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$405,6750.13%43,111CommonSOLE
142339100CSLCARLISLE COS INC$405,5120.13%1,086CommonSOLE
78349D107RXSTRXSIGHT INC$404,6250.13%31,125CommonSOLE
83570H108SONOSONOS INC$403,7640.13%37,351CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$402,4850.13%4,858CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$402,0960.13%4,912CommonSOLE
172755100CRUSCIRRUS LOGIC INC$401,6950.13%3,853CommonSOLE
904311107UAAUNDER ARMOUR INC$400,6070.13%58,654CommonSOLE
45167R104IEXIDEX CORP$396,4370.13%2,258CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$393,7570.13%12,138CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$393,6680.13%60,102CommonSOLE
73931J109AIOTPOWERFLEET INC$392,9210.13%91,165CommonSOLE
001084102AGCOAGCO CORP$390,9760.13%3,790CommonSOLE
60786M105MCMOELIS & CO$386,4460.12%6,201CommonSOLE
G65163100JOBYJOBY AVIATION INC$385,5290.12%36,543CommonSOLE
254543101DIODDIODES INC$384,7220.12%7,274CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$384,5320.12%7,392CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$383,8030.12%92,706CommonSOLE
30052F100EVGOEVGO INC$381,7940.12%104,601CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$377,8320.12%86,263CommonSOLE
412822108HOGHARLEY DAVIDSON INC$376,5620.12%15,956CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$375,3990.12%18,621CommonSOLE
040413205ANETARISTA NETWORKS INC$372,6130.12%3,642CommonSOLE
81762P102NOWSERVICENOW INC$370,1090.12%360CommonSOLE
92343E102VRSNVERISIGN INC$369,6640.12%1,280CommonSOLE
75776W103RDWREDWIRE CORPORATION$368,8850.12%22,631CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$368,5280.12%15,609CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$368,3020.12%6,774CommonSOLE
87043Q108SGSWEETGREEN INC$367,2240.12%24,679CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$366,1680.12%4,204CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$365,5950.12%11,256CommonSOLE
98419M100XYLXYLEM INC$365,5710.12%2,826CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$364,4050.12%20,752CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$361,0570.12%2,945CommonSOLE
02079K305GOOGLALPHABET INC$360,3900.12%2,045CommonSOLE
88025U109TXG10X GENOMICS INC$357,4860.12%30,871CommonSOLE
722304102PDDPDD HOLDINGS INC$357,1000.12%3,412CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$355,3010.11%3,849CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$355,1370.11%7,639CommonSOLE
690370101BBBYBEYOND INC$354,0860.11%51,466CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$352,8930.11%1,893CommonSOLE
864159108RGRSTURM RUGER & CO INC$350,7430.11%9,770CommonSOLE
293594107ENVXENOVIX CORPORATION$346,8970.11%33,549CommonSOLE
500754106KHCKRAFT HEINZ CO$346,5560.11%13,422CommonSOLE
852312305STAASTAAR SURGICAL CO$346,5070.11%20,650CommonSOLE
88337F105ODP1THE ODP CORP$346,2290.11%19,097CommonSOLE
67098H104OIO-I GLASS INC$343,7660.11%23,322CommonSOLE
53216B104LFMDLIFEMD INC$343,5100.11%25,221CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$342,5750.11%66,262CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$341,1150.11%32,958CommonSOLE
237266101DARDARLING INGREDIENTS INC$340,0940.11%8,964CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$339,7600.11%778CommonSOLE
929566107WNCWABASH NATL CORP$338,6720.11%31,860CommonSOLE
18915M107NETCLOUDFLARE INC$337,8070.11%1,725CommonSOLE
45674M101INFA1EURINFORMATICA INC$331,7930.11%13,626CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$326,8390.11%23,997CommonSOLE
904311206UAUNDER ARMOUR INC$326,4280.11%50,297CommonSOLE
042068205ARMARM HOLDINGS PLC$324,9360.10%2,009CommonSOLE
57686G105MATXMATSON INC$324,4740.10%2,914CommonSOLE
146869102CVNACARVANA CO$321,7970.10%955CommonSOLE
466367109JACKJACK IN THE BOX INC$318,0340.10%18,215CommonSOLE
74982T103RXORXO INC$316,8050.10%20,153CommonSOLE
896945201TRIPTRIPADVISOR INC$316,7890.10%24,275CommonSOLE
85256A109STGWSTAGWELL INC$316,6920.10%70,376CommonSOLE
109696104BCOBRINKS CO$316,1760.10%3,541CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$316,0160.10%8,677CommonSOLE
53947R105LOARLOAR HOLDINGS INC$315,6410.10%3,663CommonSOLE
655663102NDSNNORDSON CORP$314,9100.10%1,469CommonSOLE
337932107FEFIRSTENERGY CORP$313,9880.10%7,799CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$313,8710.10%28,875CommonSOLE
393222104GPREGREEN PLAINS INC$313,7770.10%52,036CommonSOLE
12468P104AIC3 AI INC$312,9730.10%12,738CommonSOLE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$311,9810.10%23,870CommonSOLE
749607107RLIRLI CORP$311,1960.10%4,309CommonSOLE
717081103PFEPFIZER INC$310,9750.10%12,829CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$310,7300.10%3,912CommonSOLE
374689107ROCKGIBRALTAR INDS INC$309,8680.10%5,252CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$306,2090.10%13,963CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$305,3790.10%9,886CommonSOLE
29082K105EMBCEMBECTA CORP$303,2780.10%31,298CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$300,1630.10%1,236CommonSOLE
084423102WRBBERKLEY W R CORP$297,8470.10%4,054CommonSOLE
626755102MUSAMURPHY USA INC$296,9640.10%730CommonSOLE
74967X103RHRH$295,2340.10%1,562CommonSOLE
646025106NJRNEW JERSEY RES CORP$294,6020.10%6,573CommonSOLE
89055F103BLDTOPBUILD CORP$293,3080.09%906CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$292,7680.09%5,548CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$291,2590.09%71,387CommonSOLE
589889104MMSIMERIT MED SYS INC$291,1900.09%3,115CommonSOLE
922475108VEEVVEEVA SYS INC$291,1480.09%1,011CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$291,1120.09%4,807CommonSOLE
38046C109GOGOGOGO INC$290,7520.09%19,806CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$290,4650.09%3,010CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$289,8190.09%5,695CommonSOLE
825704109SIBNSI-BONE INC$289,6400.09%15,390CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$289,6400.09%50,548CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$289,2900.09%10,455CommonSOLE
737446104POSTPOST HLDGS INC$288,7110.09%2,648CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$288,1460.09%4,560CommonSOLE
410867105THGHANOVER INS GROUP INC$288,1000.09%1,696CommonSOLE
G4740B105ICHRICHOR HOLDINGS$287,8830.09%14,658CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$286,4310.09%23,344CommonSOLE
413160102HLITHARMONIC INC$285,8520.09%30,185CommonSOLE
974637100WGOWINNEBAGO INDS INC$285,6210.09%9,849CommonSOLE
92243G108PCVXVAXCYTE INC$284,5930.09%8,754CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$284,5420.09%30,335CommonSOLE
05350V106AVNSAVANOS MED INC$284,2130.09%23,220CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$284,1480.09%13,807CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$281,7380.09%7,658CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$281,0640.09%3,602CommonSOLE
515098101LSTRLANDSTAR SYS INC$280,9590.09%2,021CommonSOLE
60770K107MRNAMODERNA INC$278,6310.09%10,099CommonSOLE
04272N102AVBPARRIVENT BIOPHARMA INC$277,2410.09%12,735CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$276,8250.09%1,918CommonSOLE
36251C103GMS1EURGMS INC$274,0500.09%2,520CommonSOLE
115236101BROBROWN & BROWN INC$273,7380.09%2,469CommonSOLE
74624M102PPURE STORAGE INC$273,0440.09%4,742CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$272,5790.09%5,143CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$272,5540.09%2,731CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$272,4590.09%9,597CommonSOLE
G6683N103NUNU HLDGS LTD$272,1770.09%19,838CommonSOLE
H2906T109GRMNGARMIN LTD$271,9620.09%1,303CommonSOLE
03475V101ANGOANGIODYNAMICS INC$270,1320.09%27,231CommonSOLE
05969A105TBBKBANCORP INC DEL$268,2150.09%4,708CommonSOLE
012653101ALBALBEMARLE CORP$267,1000.09%4,262CommonSOLE
513272104LWLAMB WESTON HLDGS INC$266,5610.09%5,141CommonSOLE
67011P100DNOWDNOW INC$266,2130.09%17,951CommonSOLE
00724F101ADBEADOBE INC$262,6920.08%679CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$262,5030.08%1,616CommonSOLE
50127T109KURAKURA ONCOLOGY INC$262,3730.08%45,472CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$261,4890.08%2,537CommonSOLE
038336103ATRAPTARGROUP INC$260,7690.08%1,667CommonSOLE
008940108AISPAIRSHIP AI HLDGS INC$259,3660.08%44,035CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$256,1710.08%12,951CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$255,4110.08%6,087CommonSOLE
580135101MCDMCDONALDS CORP$254,4800.08%871CommonSOLE
14575E105CARSCARS COM INC$254,3130.08%21,461CommonSOLE
30303M102METAMETA PLATFORMS INC$253,9030.08%344CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$253,2680.08%1,320CommonSOLE
191098102COKECOCA COLA CONS INC$252,9990.08%2,266CommonSOLE
488401100KMPRKEMPER CORP$252,6100.08%3,914CommonSOLE
023139884OSGAMBAC FINL GROUP INC$251,6170.08%35,439CommonSOLE
00508Y102AYIACUITY INC$251,2020.08%842CommonSOLE
08986R309BHBIGLARI HLDGS INC$248,9630.08%852CommonSOLE
93148P102WDWALKER & DUNLOP INC$248,7240.08%3,529CommonSOLE
G1110E107BHVNBIOHAVEN LTD$248,3640.08%17,602CommonSOLE
98585N106YEXTYEXT INC$248,2260.08%29,203CommonSOLE
92337F107VCYTVERACYTE INC$245,4320.08%9,080CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$245,3960.08%479CommonSOLE
012348108AINALBANY INTL CORP$243,7020.08%3,475CommonSOLE
88033G407THCTENET HEALTHCARE CORP$243,4080.08%1,383CommonSOLE
457669307INSMINSMED INC$242,7440.08%2,412CommonSOLE
03071H100AMSFAMERISAFE INC$241,5650.08%5,524CommonSOLE
360271100FULTFULTON FINL CORP PA$239,9320.08%13,300CommonSOLE
21900C308CRMDCORMEDIX INC$239,0200.08%19,401CommonSOLE
750917106RMBSRAMBUS INC DEL$236,4900.08%3,694CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$235,1990.08%851CommonSOLE
671044105OSISOSI SYSTEMS INC$234,9790.08%1,045CommonSOLE
896239100TRMBTRIMBLE INC$233,0310.08%3,067CommonSOLE
571903202MARMARRIOTT INTL INC NEW$230,3160.07%843CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$229,7920.07%7,990CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$229,5710.07%13,536CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$226,9780.07%41,495CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$226,0010.07%6,143CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$224,0000.07%3,014CommonSOLE
254067101DDSDILLARDS INC$223,5390.07%535CommonSOLE
89531P105TREXTREX CO INC$223,1210.07%4,103CommonSOLE
448947507IDTIDT CORP$222,7920.07%3,261CommonSOLE
05329W102ANAUTONATION INC$222,0910.07%1,118CommonSOLE
05603J108BKVBKV CORP$221,8080.07%9,196CommonSOLE
552848103MTGMGIC INVT CORP WIS$220,6320.07%7,925CommonSOLE
57776J100MXLMAXLINEAR INC$220,5390.07%15,520CommonSOLE
127190304CACICACI INTL INC$219,2820.07%460CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$219,1220.07%6,218CommonSOLE
68989M202OUSTOUSTER INC$218,5410.07%9,012CommonSOLE
37247D106GNWGENWORTH FINL INC$217,0390.07%27,897CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$216,8770.07%691CommonSOLE
92338C103VLTOVERALTO CORP$216,7400.07%2,147CommonSOLE
01741R102ATIATI INC$216,3680.07%2,506CommonSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$215,6240.07%78,983CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$215,4770.07%484CommonSOLE
66405S100NBNNORTHEAST BK PORTLAND ME$214,8220.07%2,414CommonSOLE
55354G100MSCIMSCI INC$213,9710.07%371CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$213,5450.07%3,408CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$213,2540.07%4,157CommonSOLE
902494103TSNTYSON FOODS INC$208,9920.07%3,736CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$208,2840.07%5,538CommonSOLE
361448103GATXGATX CORP$207,7670.07%1,353CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$207,4060.07%5,081CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$205,3170.07%1,143CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$204,3010.07%5,037CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$202,9770.07%7,901CommonSOLE
985817105YELPYELP INC$200,7540.06%5,858CommonSOLE
500688106KOSKOSMOS ENERGY LTD$196,0800.06%114,000CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$193,8060.06%13,794CommonSOLE
051774107AURAURORA INNOVATION INC$190,9300.06%36,437CommonSOLE
423452101HPHELMERICH & PAYNE INC$188,5750.06%12,439CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED$188,1610.06%29,962CommonSOLE
678026105OISOIL STS INTL INC$187,2620.06%34,937CommonSOLE
67080N101NUVBNUVATION BIO INC$186,0200.06%95,395CommonSOLE
75134P600METCRAMACO RES INC$185,2080.06%14,095CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$183,7860.06%20,152CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$183,5140.06%31,104CommonSOLE
G491BT108IVZINVESCO LTD$182,1590.06%11,551CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$177,6550.06%11,469CommonSOLE
343498101FLOFLOWERS FOODS INC$177,1380.06%11,085CommonSOLE
80007P869SDSANDRIDGE ENERGY INC$175,3270.06%16,204CommonSOLE
15687V109CERTCERTARA INC$173,5340.06%14,832CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$172,7240.06%25,438CommonSOLE
43940T109HOPEHOPE BANCORP INC$162,4310.05%15,138CommonSOLE
02155H200ALTALTIMMUNE INC$159,7610.05%41,282CommonSOLE
72703X106PLPLANET LABS PBC$158,8560.05%26,042CommonSOLE
831754106SWBISMITH & WESSON BRANDS INC$156,5260.05%18,033CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$155,6100.05%57,000CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$153,8180.05%16,959CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$145,9450.05%15,171CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$145,8340.05%12,940CommonSOLE
68752M108OFIXORTHOFIX MED INC$144,7940.05%12,986CommonSOLE
05508R106BGSB & G FOODS INC NEW$144,2770.05%34,108CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$142,9680.05%10,212CommonSOLE
91688F104UPWKUPWORK INC$140,9720.05%10,489CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$138,1840.04%13,860CommonSOLE
302492103FLYWFLYWIRE CORPORATION$137,1010.04%11,718CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$134,9430.04%15,317CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$134,1240.04%16,579CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$131,6700.04%57,000CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$131,4430.04%12,950CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$130,6160.04%13,620CommonSOLE
29882P106EWCZEUROPEAN WAX CTR INC$128,7810.04%22,874CommonSOLE

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.