MondegarAI
Capital International Investors

Q2 2025 · 13F-HR

Capital International Investorsholdings as filed

Filed 2025-08-13 · accession 0001422848-25-000145

$580.56B
Reported value
443
Positions
2025-06-30
Period end
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The Brief · Capital International Investors · Q2 2025

AI · grounded in 13F

Capital International Investors established a new position in Broadcom Inc AVGO valued at $41.7B. The fund also initiated new stakes in Microsoft Corp MSFT for $39.5B and Meta Platforms Inc META for $18.1B. Additional new positions include Alphabet Inc GOOG at $16.3B, Philip Morris Intl Inc PM at $16.1B, and Nvidia Corporation NVDA at $15.3B.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$41.67B7.18%151,198,052CommonSOLE
594918104MSFTMICROSOFT CORP$39.55B6.81%79,511,159CommonSOLE
30303M102METAMETA PLATFORMS INC$18.14B3.12%24,574,720CommonSOLE
02079K107GOOGALPHABET INC$16.35B2.82%92,140,586CommonSOLE
718172109PMPHILIP MORRIS INTL INC$16.07B2.77%88,267,986CommonSOLE
67066G104NVDANVIDIA CORPORATION$15.34B2.64%97,126,641CommonSOLE
023135106AMZNAMAZON COM INC$13.45B2.32%61,283,559CommonSOLE
369604301GEGE AEROSPACE$12.25B2.11%47,593,784CommonSOLE
037833100AAPLAPPLE INC$10.74B1.85%52,350,493CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$10.22B1.76%32,641,646CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.79B1.69%17,431,516CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9.48B1.63%6,234,443CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.09B1.57%28,175,416CommonSOLE
002824100ABTABBOTT LABS$8.18B1.41%60,136,663CommonSOLE
75513E101RTXRTX CORPORATION$8.16B1.41%55,912,928CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.16B1.40%28,137,573CommonSOLE
92826C839VVISA INC$7.55B1.30%21,285,339CommonSOLE
532457108LLYELI LILLY & CO$7.34B1.27%9,422,128CommonSOLE
95040Q104WELLWELLTOWER INC$6.87B1.18%44,673,321CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5.98B1.03%11,966,741CommonSOLE
594972408MSTRMICROSTRATEGY INC$5.91B1.02%14,631,088CommonSOLE
02079K305GOOGLALPHABET INC$5.86B1.01%33,240,812CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.81B1.00%25,624,583CommonSOLE
031162100AMGNAMGEN INC$5.28B0.91%18,910,776CommonSOLE
482480100KLACKLA CORP$5.12B0.88%5,718,976CommonSOLE
79466L302CRMSALESFORCE INC$5.00B0.86%18,321,679CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.91B0.85%15,752,612CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.83B0.83%71,602,448CommonSOLE
82509L107SHOPSHOPIFY INC$4.62B0.80%40,056,659CommonSOLE
89832Q109TFCTRUIST FINL CORP$4.61B0.79%107,296,308CommonSOLE
64110L106NFLXNETFLIX INC$4.43B0.76%3,308,344CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.27B0.73%1,632,193CommonSOLE
48251W104KKRKKR & CO INC$4.23B0.73%31,772,984CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.02B0.69%18,369,664CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$3.98B0.69%54,351,778CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.98B0.68%9,728,293CommonSOLE
36828A101GEVGE VERNOVA INC$3.95B0.68%7,475,266CommonSOLE
617446448MSMORGAN STANLEY$3.82B0.66%27,153,727CommonSOLE
816851109SRESEMPRA$3.75B0.65%49,498,894CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.63B0.63%12,143,204CommonSOLE
45687V106IRINGERSOLL RAND INC$3.51B0.60%42,185,939CommonSOLE
20825C104COPCONOCOPHILLIPS$3.46B0.60%38,607,524CommonSOLE
704326107PAYXPAYCHEX INC$3.27B0.56%22,514,178CommonSOLE
235851102DHRDANAHER CORPORATION$3.25B0.56%16,445,289CommonSOLE
771049103RBLXROBLOX CORP$3.20B0.55%30,412,888CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$3.17B0.55%86,296,254CommonSOLE
872590104TMUST-MOBILE US INC$3.10B0.53%13,015,010CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.06B0.53%66,162,432CommonSOLE
G54950103LINLINDE PLC$3.06B0.53%6,528,518CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$2.94B0.51%62,166,377CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.89B0.50%26,802,820CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.87B0.49%35,826,112CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.86B0.49%23,216,961CommonSOLE
294429105EFXEQUIFAX INC$2.72B0.47%10,478,466CommonSOLE
N07059210ASMLASML HOLDING N V$2.68B0.46%3,341,706CommonSOLE
D18190898DBDEUTSCHE BANK A G$2.57B0.44%86,625,397CommonSOLE
00287Y109ABBVABBVIE INC$2.53B0.44%13,651,422CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.52B0.43%6,488,029CommonSOLE
81762P102NOWSERVICENOW INC$2.51B0.43%2,436,952CommonSOLE
842587107SOSOUTHERN CO$2.38B0.41%25,891,240CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.33B0.40%8,260,524CommonSOLE
988498101YUMYUM BRANDS INC$2.33B0.40%15,692,567CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.29B0.39%7,149,487CommonSOLE
046353108AZNNASTRAZENECA PLC$2.19B0.38%31,404,983CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$2.10B0.36%36,462,730CommonSOLE
911363109URIUNITED RENTALS INC$2.09B0.36%2,771,040CommonSOLE
743315103PGRPROGRESSIVE CORP$2.04B0.35%7,658,465CommonSOLE
122017106BURLBURLINGTON STORES INC$2.00B0.34%8,605,685CommonSOLE
888787108TOSTTOAST INC$2.00B0.34%45,076,515CommonSOLE
925652109VICIVICI PPTYS INC$1.98B0.34%60,870,969CommonSOLE
907818108UNPUNION PAC CORP$1.94B0.33%8,419,930CommonSOLE
09290D101BLKBLACKROCK INC$1.92B0.33%1,830,497CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.91B0.33%10,225,932CommonSOLE
285512109EAELECTRONIC ARTS INC$1.88B0.32%11,796,714CommonSOLE
872540109TJXTJX COS INC NEW$1.86B0.32%15,047,591CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.86B0.32%6,973,528CommonSOLE
126650100CVSCVS HEALTH CORP$1.82B0.31%26,389,704CommonSOLE
437076102HDHOME DEPOT INC$1.80B0.31%4,917,503CommonSOLE
H1467J104CBCHUBB LIMITED$1.79B0.31%6,189,162CommonSOLE
427866108HSYHERSHEY CO$1.77B0.30%10,662,022CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.75B0.30%21,995,609CommonSOLE
31428X106FDXFEDEX CORP$1.71B0.29%7,525,748CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.66B0.29%3,165,263CommonSOLE
049560105ATOATMOS ENERGY CORP$1.63B0.28%10,606,060CommonSOLE
87807B107TRPTC ENERGY CORP$1.62B0.28%33,091,725CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.59B0.27%13,801,469CommonSOLE
06849F108BBARRICK MNG CORP$1.56B0.27%74,925,369CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.52B0.26%27,026,269CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.52B0.26%32,368,657CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.50B0.26%10,603,369CommonSOLE
882508104TXNTEXAS INSTRS INC$1.48B0.25%7,110,758CommonSOLE
191216100KOCOCA COLA CO$1.45B0.25%20,427,947CommonSOLE
01741R102ATIATI INC$1.44B0.25%16,711,428CommonSOLE
22052L104CTVACORTEVA INC$1.40B0.24%18,787,125CommonSOLE
09260D107BXBLACKSTONE INC$1.40B0.24%9,359,514CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.38B0.24%2,609,434CommonSOLE
45073V108ITTITT INC$1.33B0.23%8,499,796CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.26B0.22%23,832,445CommonSOLE
12572Q105CMECME GROUP INC$1.23B0.21%4,463,831CommonSOLE
803054204SAPSAP SE$1.23B0.21%4,058,089CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.23B0.21%24,939,948CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.19B0.21%14,819,416CommonSOLE
07725L102ONCBEONE MEDICINES LTD$1.18B0.20%4,885,006CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.17B0.20%2,635,903CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1.16B0.20%60,584,461CommonSOLE
15677J108DAYDAYFORCE INC$1.14B0.20%20,576,340CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.12B0.19%6,005,812CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.12B0.19%4,101,884CommonSOLE
855244109SBUXSTARBUCKS CORP$1.10B0.19%11,992,293CommonSOLE
136375102CNICANADIAN NATL RY CO$1.09B0.19%10,505,583CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.06B0.18%39,694,561CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.05B0.18%51,999,598CommonSOLE
26884L109EQTEQT CORP$1.05B0.18%17,928,945CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$1.03B0.18%57,253,381CommonSOLE
03852U106ARMKARAMARK$1.01B0.17%24,066,694CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$997.5M0.17%849,164CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$996.5M0.17%172,130CommonSOLE
742718109PGPROCTER AND GAMBLE CO$959.1M0.17%6,019,930CommonSOLE
22266T109CPNGCOUPANG INC$950.7M0.16%31,732,005CommonSOLE
26875P101EOGEOG RES INC$950.0M0.16%7,941,971CommonSOLE
256746108DLTRDOLLAR TREE INC$944.1M0.16%9,532,333CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$935.6M0.16%23,691,285CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$921.9M0.16%9,128,872CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$914.6M0.16%9,517,832CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$900.7M0.16%2,622,977CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$899.6M0.15%16,273,490CommonSOLE
526107107LIILENNOX INTL INC$897.3M0.15%1,565,529CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$886.7M0.15%3,103,374CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$836.4M0.14%12,550,290CommonSOLE
15135U109CVECENOVUS ENERGY INC$831.6M0.14%61,121,314CommonSOLE
670100205NVONOVO-NORDISK A S$800.1M0.14%11,621,232CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$788.4M0.14%21,880,620CommonSOLE
91879Q109MTNVAIL RESORTS INC$774.4M0.13%4,928,134CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$774.3M0.13%8,503,963CommonSOLE
457669307INSMINSMED INC$752.7M0.13%7,478,859CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$745.4M0.13%20,952,752CommonSOLE
049468101TEAMATLASSIAN CORPORATION$737.7M0.13%3,632,514CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$732.2M0.13%4,227,281CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$700.9M0.12%4,309,018CommonSOLE
256677105DGDOLLAR GEN CORP NEW$687.9M0.12%6,014,330CommonSOLE
45104G104IBNICICI BANK LIMITED$684.7M0.12%20,352,830CommonSOLE
038222105AMATAPPLIED MATLS INC$684.2M0.12%3,737,399CommonSOLE
097023204BA 6 10/15/27BOEING CO$684.1M0.12%10,060,627CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$678.0M0.12%7,549,606CommonSOLE
69331C108PCGPG&E CORP$675.1M0.12%48,430,650CommonSOLE
74340W103PLDPROLOGIS INC.$662.3M0.11%6,300,536CommonSOLE
29364G103ETRENTERGY CORP NEW$652.0M0.11%7,845,716CommonSOLE
N3167Y103RACEFERRARI N V$647.9M0.11%1,321,610CommonSOLE
254687106DISDISNEY WALT CO$635.6M0.11%5,125,371CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$617.7M0.11%6,772,287CommonSOLE
G0403H108AONAON PLC$607.3M0.10%1,703,080CommonSOLE
G29183103ETNEATON CORP PLC$607.2M0.10%1,700,879CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$602.8M0.10%26,791,883CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$594.2M0.10%11,086,700CommonSOLE
872657101TPGTPG INC$592.2M0.10%11,290,128CommonSOLE
68268W103OMFONEMAIN HLDGS INC$586.8M0.10%10,294,388CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$583.5M0.10%17,350,853CommonSOLE
126408103CSXCSX CORP$580.8M0.10%17,788,742CommonSOLE
032654105ADIANALOG DEVICES INC$552.8M0.10%2,322,437CommonSOLE
20030N101CMCSACOMCAST CORP NEW$534.0M0.09%14,966,287CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$525.9M0.09%3,046,931CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$525.2M0.09%3,561,988CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$512.3M0.09%517,585CommonSOLE
91332U101UUNITY SOFTWARE INC$498.7M0.09%20,608,111CommonSOLE
903731107ULSUL SOLUTIONS INC$496.0M0.09%6,809,591CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$484.4M0.08%1,626,068CommonSOLE
91912E105VALEVALE S A$430.3M0.07%44,305,121CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$419.0M0.07%9,662,885CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$413.3M0.07%1,943,200CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$413.3M0.07%7,367,536CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$410.4M0.07%1,884,203CommonSOLE
83671M105SOBOSOUTH BOW CORP$399.7M0.07%15,395,507CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$394.9M0.07%2,431,051CommonSOLE
78709Y105SAIASAIA INC$385.7M0.07%1,407,608CommonSOLE
654106103NKENIKE INC$385.3M0.07%5,423,011CommonSOLE
722304102PDDPDD HOLDINGS INC$379.5M0.07%3,625,911CommonSOLE
89055F103BLDTOPBUILD CORP$372.0M0.06%1,148,965CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$371.9M0.06%6,341,290CommonSOLE
92840M102VSTVISTRA CORP$371.7M0.06%1,917,993CommonSOLE
693718108PCARPACCAR INC$369.6M0.06%3,887,684CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$368.7M0.06%909,309CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$367.8M0.06%1,514,482CommonSOLE
78468R663BILSPDR SERIES TRUST$366.4M0.06%3,994,685CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$366.0M0.06%1,506,043CommonSOLE
166764100CVXCHEVRON CORP NEW$363.9M0.06%2,541,039CommonSOLE
759530108RELXRELX PLC$345.3M0.06%6,397,255CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$343.1M0.06%175,347CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$331.2M0.06%1,498,530CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$330.5M0.06%429,628CommonSOLE
83304A106SNAPSNAP INC$327.5M0.06%37,684,216CommonSOLE
032095101APHAMPHENOL CORP NEW$325.1M0.06%3,292,347CommonSOLE
55306N104MKSIMKS INC.$323.2M0.06%3,252,586CommonSOLE
58933Y105MRKMERCK & CO INC$321.8M0.06%4,064,975CommonSOLE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$318.4M0.05%12,206,945CommonSOLE
G3323L100FNFABRINET$317.9M0.05%1,078,943CommonSOLE
67077M108NTRNUTRIEN LTD$317.2M0.05%5,444,371CommonSOLE
23804L103DDOGDATADOG INC$314.6M0.05%2,342,336CommonSOLE
857477103STTSTATE STR CORP$311.7M0.05%2,931,610CommonSOLE
G87052109TELTE CONNECTIVITY PLC$306.8M0.05%1,819,052CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$306.1M0.05%1,616,980CommonSOLE
438516106HONHONEYWELL INTL INC$289.3M0.05%1,243,063CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$288.1M0.05%4,058,892CommonSOLE
65473P105NINISOURCE INC$285.2M0.05%7,070,566CommonSOLE
03831W108APPAPPLOVIN CORP$284.2M0.05%811,904CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$272.1M0.05%5,593,747CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$269.1M0.05%2,663,929CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$269.0M0.05%553,857CommonSOLE
224408104CRCRANE COMPANY$265.9M0.05%1,400,065CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$264.4M0.05%5,908,690CommonSOLE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$259.9M0.04%9,883,029CommonSOLE
88160R101TSLATESLA INC$259.6M0.04%817,137CommonSOLE
40131M109GHGUARDANT HEALTH INC$259.0M0.04%4,976,458CommonSOLE
65339F101NEENEXTERA ENERGY INC$253.9M0.04%3,657,600CommonSOLE
594972887MSTR 8 PERPMICROSTRATEGY INC$251.1M0.04%2,075,300CommonSOLE
G6683N103NUNU HLDGS LTD$247.0M0.04%18,002,578CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$235.1M0.04%25,010,849CommonSOLE
00130H105AESAES CORP$227.1M0.04%21,567,881CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$226.2M0.04%1,960,075CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$222.4M0.04%16,189,733CommonSOLE
947890109WBSWEBSTER FINL CORP$222.3M0.04%4,070,882CommonSOLE
682189105ONON SEMICONDUCTOR CORP$221.6M0.04%4,227,268CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$220.4M0.04%17,619,209CommonSOLE
48268K101KTKT CORP$220.1M0.04%10,591,440CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$214.9M0.04%2,303,745CommonSOLE
89151E109TTENTOTALENERGIES SE$208.8M0.04%3,395,870CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$208.3M0.04%6,487,861CommonSOLE
806857108SLBSCHLUMBERGER LTD$202.5M0.03%5,989,564CommonSOLE
278865100ECLECOLAB INC$202.4M0.03%751,231CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$200.0M0.03%6,108,266CommonSOLE
500754106KHCKRAFT HEINZ CO$195.0M0.03%7,552,736CommonSOLE
L44385109GLOBGLOBANT S A$191.6M0.03%2,108,700CommonSOLE
639057207NWGNATWEST GROUP PLC$187.9M0.03%13,374,619CommonSOLE
G0896C103TBBBBBB FOODS INC$186.7M0.03%6,723,752CommonSOLE
453204109PIIMPINJ INC$173.7M0.03%1,564,251CommonSOLE
148929102CAVACAVA GROUP INC$173.4M0.03%2,059,183CommonSOLE
002474104AZZAZZ INC$170.4M0.03%1,803,718CommonSOLE
97650W108WTFCWINTRUST FINL CORP$169.6M0.03%1,367,835CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$167.4M0.03%4,126,230CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$164.7M0.03%5,464,036CommonSOLE
63947X101NCNONCINO INC$163.8M0.03%5,857,423CommonSOLE
29977A105EVREVERCORE INC$162.3M0.03%601,048CommonSOLE
422806109HEIHEICO CORP NEW$162.2M0.03%494,913CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$161.9M0.03%2,797,611CommonSOLE
48282T104KAIKADANT INC$160.8M0.03%506,569CommonSOLE
671044105OSISOSI SYSTEMS INC$151.6M0.03%674,343CommonSOLE
039653100ACAARCOSA INC$150.6M0.03%1,737,110CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$149.2M0.03%1,620,981CommonSOLE
15118V207CELHCELSIUS HLDGS INC$144.8M0.02%3,122,086CommonSOLE
441593100HLIHOULIHAN LOKEY INC$143.7M0.02%798,358CommonSOLE
G3198U102ESNTESSENT GROUP LTD$143.5M0.02%2,362,465CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$137.9M0.02%1,407,156CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$137.9M0.02%1,693,552CommonSOLE
G5S37H101MRXMAREX GROUP PLC$137.7M0.02%3,488,093CommonSOLE
303250104FICOFAIR ISAAC CORP$137.4M0.02%75,149CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$136.0M0.02%4,963,318CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$134.7M0.02%3,145,429CommonSOLE
896522109TRNTRINITY INDS INC$132.6M0.02%4,909,457CommonSOLE
817565104SCISERVICE CORP INTL$132.3M0.02%1,624,936CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$130.3M0.02%444,006CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$127.9M0.02%2,212,710CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$127.0M0.02%3,377,200CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$126.7M0.02%1,388,294CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$124.5M0.02%1,638,843CommonSOLE
29355X107NPOENPRO INC$123.8M0.02%646,280CommonSOLE
09075V102BNTXBIONTECH SE$120.7M0.02%1,133,473CommonSOLE
942622200WSOWATSCO INC$120.0M0.02%271,662CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$119.3M0.02%1,106,224CommonSOLE
58155Q103MCKMCKESSON CORP$119.1M0.02%162,554CommonSOLE
781154109RBRKRUBRIK INC.$118.4M0.02%1,321,667CommonSOLE
199908104FIXCOMFORT SYS USA INC$111.0M0.02%206,942CommonSOLE
866674104SUISUN CMNTYS INC$110.9M0.02%877,042CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$109.4M0.02%1,596,917CommonSOLE
89400J107TRUTRANSUNION$109.4M0.02%1,242,650CommonSOLE
443320106HUBGHUB GROUP INC$109.1M0.02%3,263,733CommonSOLE
14316J108CGCARLYLE GROUP INC$106.7M0.02%2,075,774CommonSOLE
974155103WINGWINGSTOP INC$106.3M0.02%315,706CommonSOLE
81764X103TTANSERVICETITAN INC$105.2M0.02%981,175CommonSOLE
26856L103ELFE L F BEAUTY INC$104.2M0.02%837,237CommonSOLE
055622104BPBP PLC$103.8M0.02%3,422,163CommonSOLE
370334104GISGENERAL MLS INC$102.6M0.02%1,979,813CommonSOLE
422806208HEI/AHEICO CORP NEW$102.2M0.02%395,209CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$100.4M0.02%6,576,299CommonSOLE
44332N106HTHTH WORLD GROUP LTD$99.6M0.02%2,937,172CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$99.6M0.02%3,181,549CommonSOLE
94106L109WMWASTE MGMT INC DEL$98.5M0.02%430,350CommonSOLE
922475108VEEVVEEVA SYS INC$98.3M0.02%341,251CommonSOLE
67000B104NOVTNOVANTA INC$97.4M0.02%755,395CommonSOLE
N72482206QGENQIAGEN NV$97.2M0.02%2,024,754CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$97.2M0.02%412,821CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$95.9M0.02%1,158,054CommonSOLE
224441105CXTCRANE NXT CO$92.5M0.02%1,716,724CommonSOLE
478160104JNJJOHNSON & JOHNSON$91.5M0.02%598,696CommonSOLE
71944F106PHRPHREESIA INC$89.2M0.02%3,134,872CommonSOLE
373737105GGBGERDAU SA$89.0M0.02%30,464,285CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$87.4M0.02%3,246,154CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$86.2M0.01%366,991CommonSOLE
518439104ELLAUDER ESTEE COS INC$86.1M0.01%1,066,201CommonSOLE
36118L106FUTUFUTU HLDGS LTD$84.6M0.01%684,271CommonSOLE
48553T106BZKANZHUN LIMITED$84.4M0.01%4,732,612CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$82.7M0.01%2,390,272CommonSOLE
892672106TWTRADEWEB MKTS INC$82.0M0.01%560,028CommonSOLE
53263P105LMBLIMBACH HLDGS INC$81.7M0.01%582,805CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$80.5M0.01%991,153CommonSOLE
607828100MODMODINE MFG CO$80.2M0.01%813,849CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$79.5M0.01%692,351CommonSOLE
127203107WHDCACTUS INC$78.4M0.01%1,793,382CommonSOLE
64110W102NTESNETEASE INC$76.7M0.01%575,983CommonSOLE
12763L105CDRECADRE HLDGS INC$73.9M0.01%2,320,341CommonSOLE
88162G103TTEKTETRA TECH INC NEW$72.9M0.01%2,028,190CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$72.6M0.01%970,400CommonSOLE
636274409NGGNATIONAL GRID PLC$72.1M0.01%981,125CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$72.1M0.01%1,979,821CommonSOLE
000360206AAONAAON INC$71.9M0.01%975,211CommonSOLE
87241L109TFIITFI INTL INC$71.9M0.01%796,362CommonSOLE
05964H105SANBANCO SANTANDER S.A.$71.5M0.01%8,672,990CommonSOLE
031100100AMEAMETEK INC$71.4M0.01%395,032CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$70.7M0.01%1,265,189CommonSOLE
92942W107KLGWK KELLOGG CO$70.3M0.01%4,412,189CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$64.1M0.01%1,488,266CommonSOLE
05464C101AXONAXON ENTERPRISE INC$62.7M0.01%75,760CommonSOLE
443573100HUBSHUBSPOT INC$62.2M0.01%111,806CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$55.8M0.01%821,014CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$55.8M0.01%1,971,334CommonSOLE
48241A105KBKB FINL GROUP INC$55.3M0.01%671,937CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$54.5M0.01%1,132,874CommonSOLE
91688F104UPWKUPWORK INC$53.6M0.01%3,986,549CommonSOLE
829073105SSDSIMPSON MFG INC$53.2M0.01%342,325CommonSOLE
302491303FMCFMC CORP$51.5M0.01%1,232,705CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$51.2M0.01%833,392CommonSOLE
54150E104LOMALOMA NEGRA C I A S A MTN 14$51.0M0.01%4,650,575CommonSOLE
124765108CAECAE INC$48.6M0.01%1,657,584CommonSOLE
14020Y870CGHYCAPITAL GRP FIXED INCM ETF T$48.4M0.01%1,920,000CommonSOLE
87422Q109TLNTALEN ENERGY CORP$46.5M0.01%159,843CommonSOLE
835699307SONYSONY GROUP CORP$46.1M0.01%1,753,590CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$46.1M0.01%722,081CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$45.9M0.01%332,387CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$45.4M0.01%2,708,988CommonSOLE
M7518J104ODDODDITY TECH LTD$45.0M0.01%596,306CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$44.6M0.01%1,518,959CommonSOLE
451107106IDAIDACORP INC$43.6M0.01%377,251CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$43.5M0.01%124,086CommonSOLE
Y2573F102FLEXFLEX LTD$43.2M0.01%864,879CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$42.0M0.01%231,478CommonSOLE
485924104KRMNKARMAN HLDGS INC$41.9M0.01%831,719CommonSOLE
126402106CSWCSW INDUSTRIALS INC$41.8M0.01%145,891CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$39.5M0.01%260,976CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$39.2M0.01%2,899,020CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$39.1M0.01%152,950CommonSOLE
192422103CGNXCOGNEX CORP$38.7M0.01%1,219,012CommonSOLE
23282W605CYTKCYTOKINETICS INC$38.6M0.01%1,168,110CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$38.4M0.01%1,082,473CommonSOLE
53947R105LOARLOAR HOLDINGS INC$38.1M0.01%442,028CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$37.4M0.01%2,062,535CommonSOLE
14020Y706CGIBCAPITAL GRP FIXED INCM ETF T$37.2M0.01%1,475,300CommonSOLE
200340107CMACOMERICA INC$36.5M0.01%611,973CommonSOLE
088606108BHPBHP GROUP LTD$36.3M0.01%747,052CommonSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$36.2M0.01%1,150,000CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$35.8M0.01%2,392,541CommonSOLE
750236101RDNRADIAN GROUP INC$34.6M0.01%961,287CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$33.7M0.01%487,273CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$33.6M0.01%1,618,876CommonSOLE
125896100CMSCMS ENERGY CORP$33.2M0.01%479,557CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$33.0M0.01%5,345,350CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$31.8M0.01%299,099CommonSOLE
55354G100MSCIMSCI INC$31.5M0.01%54,569CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$31.4M0.01%818,755CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$31.2M0.01%1,528,664CommonSOLE
136385101CNQCANADIAN NAT RES LTD$30.7M0.01%977,643CommonSOLE
93627C101HCCWARRIOR MET COAL INC$30.7M0.01%670,428CommonSOLE
302941109FCNFTI CONSULTING INC$30.7M0.01%190,072CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$30.0M0.01%167,224CommonSOLE
368736104GNRCGENERAC HLDGS INC$29.8M0.01%207,989CommonSOLE
75383L102RAPPRAPPORT THERAPEUTICS INC$29.6M0.01%2,602,529CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$29.1M0.01%457,502CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$28.2M0.00%851,548CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$28.1M0.00%266,517CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$28.1M0.00%45,658CommonNONE
81684M104SMLRSEMLER SCIENTIFIC INC$27.0M0.00%696,958CommonSOLE
14022A201CGGGCAPITAL GROUP EQUITY ETF TR$26.2M0.00%1,000,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$26.0M0.00%229,121CommonSOLE
N5749R1002GHMERUS N V$25.8M0.00%491,244CommonSOLE
14022A300CGVVCAPITAL GROUP EQUITY ETF TR$25.5M0.00%1,000,000CommonSOLE
377322102GKOSGLAUKOS CORP$25.5M0.00%246,539CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$24.3M0.00%185,633CommonSOLE
92338C103VLTOVERALTO CORP$24.3M0.00%240,287CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$24.0M0.00%368,069CommonSOLE
464287465EFAISHARES TR$22.9M0.00%255,937CommonSOLE
00857U107AGLAGILON HEALTH INC$22.8M0.00%9,892,742CommonSOLE
464288257ACWIISHARES TR$22.5M0.00%175,704CommonSOLE
150870103CECELANESE CORP DEL$21.7M0.00%392,935CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$21.0M0.00%534,195CommonSOLE
36251C103GMS1EURGMS INC$20.6M0.00%189,079CommonSOLE
98585X104YETIYETI HLDGS INC$20.2M0.00%641,400CommonSOLE
80874P109LNWOLIGHT & WONDER INC$19.7M0.00%204,135CommonSOLE
47215P106JDJD.COM INC$18.7M0.00%571,669CommonSOLE
87318A101TWFGTWFG INC$18.0M0.00%515,409CommonSOLE
151290889CXCEMEX SAB DE CV$14.2M0.00%2,044,273CommonSOLE
72352L106PINSPINTEREST INC$12.6M0.00%352,109CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$12.1M0.00%212,060CommonSOLE
42704L104HRIHERC HLDGS INC$8.6M0.00%65,130CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$8.5M0.00%498,337CommonSOLE
G4388N106HELEHELEN OF TROY LTD$7.7M0.00%269,597CommonSOLE
464288588MBBISHARES TR$6.1M0.00%65,278CommonSOLE
G1466R173BORRBORR DRILLING LTD$5.3M0.00%2,890,799CommonSOLE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$4.7M0.00%174,909CommonSOLE
14020Y888CGUICAPITAL GRP FIXED INCM ETF T$3.6M0.00%142,000CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$3.4M0.00%122,892CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.9M0.00%22,986CommonSOLE
14021M107CGIECAPITAL GROUP INTERNATIONAL$2.6M0.00%80,000CommonSOLE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$2.4M0.00%81,470CommonSOLE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$2.4M0.00%91,002CommonSOLE
482497104BEKEKE HLDGS INC$2.2M0.00%116,604CommonNONE
464287572IOOISHARES TR$2.0M0.00%18,604CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$1.8M0.00%75,000CommonSOLE
14020U100CGCVCAPITAL GROUP CONSERVATIVE E$1.8M0.00%64,548CommonSOLE
92540K109VTMXVESTA REAL ESTATE CORP$1.7M0.00%63,558CommonSOLE
46434V621DGROISHARES TR$1.6M0.00%24,952CommonSOLE
767204100RIORIO TINTO PLC$1.5M0.00%25,694CommonNONE
253651202DBDDIEBOLD NIXDORF INC$1.3M0.00%23,254CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.2M0.00%18,409CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$1.2M0.00%33,275CommonSOLE
464287622IWBISHARES TR$1.2M0.00%3,542CommonSOLE
14021T102CGICCAPITAL GROUP INTERNATIONAL$1.2M0.00%40,127CommonSOLE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$1.2M0.00%40,515CommonSOLE
464287598IWDISHARES TR$1.1M0.00%5,945CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.1M0.00%40,278CommonSOLE
464287200IVVISHARES TR$1.0M0.00%1,677CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$949,0980.00%285,873CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$725,7820.00%21,704CommonSOLE
670346105NUENUCOR CORP$721,8120.00%5,570CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$714,2420.00%22,341CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$570,0020.00%1,068CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$549,4890.00%3,023CommonNONE
260557103DOWDOW INC$504,8110.00%19,063CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$499,0190.00%12,276CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROU$428,8190.00%3,698CommonNONE
922908744VTVVANGUARD INDEX FDS$304,9320.00%1,726CommonNONE
281020107EIXEDISON INTL$304,2850.00%5,897CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$270,1960.00%1,094CommonNONE
747525103QCOMQUALCOMM INC$235,4770.00%1,486CommonSOLE
380237107GDDYGODADDY INC$211,6930.00%1,176CommonSOLE
922908637VVVANGUARD INDEX FDS$205,8720.00%723CommonSOLE
60879E119MNTSWMOMENTUS INC$62,3000.00%2,225,000CommonSOLE

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.