MondegarAI
Capital Research Global Investors

Q3 2025 · 13F-HR

Capital Research Global Investorsholdings as filed

Filed 2025-11-13 · accession 0001422848-25-000223

$532.97B
Reported value
433
Positions
2025-09-30
Period end
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The Brief · Capital Research Global Investors · Q3 2025

AI · grounded in 13F

Capital Research Global Investors established a new position in MSFT valued at $37.6B. The fund also initiated new stakes in NVDA for $30.9B and AVGO for $28.9B. Additional new positions included AMZN at $20.7B and LLY at $19.1B. Total assets under management reached $533B across 433 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$37.63B7.06%72,659,760CommonSOLE
67066G104NVDANVIDIA CORPORATION$30.86B5.79%165,377,852CommonSOLE
11135F101AVGOBROADCOM INC$28.94B5.43%87,716,681CommonSOLE
023135106AMZNAMAZON COM INC$20.70B3.88%94,284,962CommonSOLE
532457108LLYELI LILLY & CO$19.14B3.59%25,088,371CommonSOLE
30303M102METAMETA PLATFORMS INC$17.44B3.27%23,749,769CommonSOLE
75513E101RTXRTX CORPORATION$12.75B2.39%76,197,762CommonSOLE
02079K305GOOGLALPHABET INC$12.33B2.31%50,732,476CommonSOLE
037833100AAPLAPPLE INC$11.60B2.18%45,575,256CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$10.83B2.03%110,553,355CommonSOLE
369604301GEGE AEROSPACE$7.93B1.49%26,354,708CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.26B1.36%23,014,353CommonSOLE
855244109SBUXSTARBUCKS CORP$7.23B1.36%85,460,350CommonSOLE
718172109PMPHILIP MORRIS INTL INC$7.06B1.33%43,546,533CommonSOLE
02079K107GOOGALPHABET INC$6.62B1.24%27,189,906CommonSOLE
68389X105ORCLORACLE CORP$6.56B1.23%23,310,827CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6.48B1.22%16,553,281CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$6.23B1.17%19,256,502CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.89B1.10%10,347,834CommonSOLE
00287Y109ABBVABBVIE INC$5.84B1.10%25,230,830CommonSOLE
64110L106NFLXNETFLIX INC$5.64B1.06%4,706,442CommonSOLE
002824100ABTABBOTT LABS$5.19B0.97%38,768,839CommonSOLE
437076102HDHOME DEPOT INC$4.62B0.87%11,400,133CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.50B0.84%13,042,049CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$4.50B0.84%75,366,127CommonSOLE
09290D101BLKBLACKROCK INC$4.46B0.84%3,826,918CommonSOLE
G54950103LINLINDE PLC$4.43B0.83%9,329,728CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.24B0.80%1,816,092CommonSOLE
88160R101TSLATESLA INC$3.99B0.75%8,982,484CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.79B0.71%33,620,927CommonSOLE
136385101CNQCANADIAN NAT RES LTD$3.56B0.67%111,264,193CommonSOLE
25746U109DDOMINION ENERGY INC$3.36B0.63%54,850,042CommonSOLE
097023105BABOEING CO$3.33B0.63%15,446,780CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.33B0.63%30,014,046CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$3.29B0.62%7,222,840CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.21B0.60%11,766,942CommonSOLE
617446448MSMORGAN STANLEY$3.06B0.57%19,248,911CommonSOLE
038222105AMATAPPLIED MATLS INC$3.05B0.57%14,877,672CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.99B0.56%35,660,903CommonSOLE
G6683N103NUNU HLDGS LTD$2.96B0.55%184,607,140CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.92B0.55%30,692,989CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.91B0.55%2,207,837CommonSOLE
911363109URIUNITED RENTALS INC$2.82B0.53%2,955,961CommonSOLE
26875P101EOGEOG RES INC$2.79B0.52%24,926,659CommonSOLE
743315103PGRPROGRESSIVE CORP$2.76B0.52%11,167,940CommonSOLE
882508104TXNTEXAS INSTRS INC$2.65B0.50%14,439,860CommonSOLE
040413205ANETARISTA NETWORKS INC$2.58B0.48%17,738,184CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.52B0.47%54,330,790CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.35B0.44%8,021,194CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.34B0.44%6,862,376CommonSOLE
863667101SYKSTRYKER CORPORATION$2.32B0.44%6,274,304CommonSOLE
87807B107TRPTC ENERGY CORP$2.28B0.43%41,977,582CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.24B0.42%28,534,448CommonSOLE
406216101HALHALLIBURTON CO$2.24B0.42%91,030,451CommonSOLE
79466L302CRMSALESFORCE INC$2.19B0.41%9,241,798CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.13B0.40%28,249,815CommonSOLE
907818108UNPUNION PAC CORP$2.06B0.39%8,713,196CommonSOLE
149123101CATCATERPILLAR INC$2.05B0.38%4,295,367CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.99B0.37%9,861,067CommonSOLE
032095101APHAMPHENOL CORP NEW$1.92B0.36%15,523,085CommonSOLE
580135101MCDMCDONALDS CORP$1.90B0.36%6,247,866CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.88B0.35%24,972,556CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.87B0.35%27,953,803CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$1.87B0.35%30,117,476CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.86B0.35%29,704,828CommonSOLE
00206R102TAT&T INC$1.85B0.35%65,607,835CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.84B0.35%27,957,354CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.83B0.34%34,041,456CommonSOLE
983793100XPOXPO INC$1.81B0.34%14,016,004CommonSOLE
15135U109CVECENOVUS ENERGY INC$1.81B0.34%106,582,971CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.79B0.34%8,426,060CommonSOLE
74340W103PLDPROLOGIS INC.$1.76B0.33%15,383,027CommonSOLE
233331107DTEDTE ENERGY CO$1.71B0.32%12,068,505CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.70B0.32%15,959,335CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$1.68B0.32%23,041,703CommonSOLE
925652109VICIVICI PPTYS INC$1.67B0.31%51,353,272CommonSOLE
H1467J104CBCHUBB LIMITED$1.65B0.31%5,863,462CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.65B0.31%42,024,835CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.63B0.31%6,406,445CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.62B0.30%9,657,000CommonSOLE
45687V106IRINGERSOLL RAND INC$1.59B0.30%19,254,676CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.53B0.29%3,162,662CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.52B0.28%9,877,878CommonSOLE
871829107SYYSYSCO CORP$1.51B0.28%18,360,707CommonSOLE
146869102CVNACARVANA CO$1.51B0.28%3,989,809CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.48B0.28%4,452,660CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.46B0.27%6,189,644CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$1.42B0.27%15,853,302CommonSOLE
82509L107SHOPSHOPIFY INC$1.41B0.27%9,512,437CommonSOLE
45784P101PODDINSULET CORP$1.40B0.26%4,549,069CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.40B0.26%5,677,090CommonSOLE
89055F103BLDTOPBUILD CORP$1.37B0.26%3,496,884CommonSOLE
594972408MSTRSTRATEGY INC$1.35B0.25%4,205,258CommonSOLE
031162100AMGNAMGEN INC$1.34B0.25%4,731,290CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.26B0.24%25,903,241CommonSOLE
871607107SNPSSYNOPSYS INC$1.25B0.23%2,524,512CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.24B0.23%9,277,951CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.19B0.22%3,432,977CommonSOLE
191216100KOCOCA COLA CO$1.18B0.22%17,864,662CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$1.17B0.22%27,531,119CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.17B0.22%4,493,555CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$1.17B0.22%22,068,891CommonSOLE
92826C839VVISA INC$1.09B0.20%3,197,405CommonSOLE
62944T105NVRNVR INC$1.07B0.20%133,003CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.06B0.20%33,706,330CommonSOLE
69331C108PCGPG&E CORP$1.04B0.20%68,930,804CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$949.0M0.18%12,768,115CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$947.1M0.18%4,924,771CommonSOLE
125523100CITHE CIGNA GROUP$916.4M0.17%3,179,301CommonSOLE
219350105GLWCORNING INC$907.2M0.17%11,058,929CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$881.1M0.17%18,595,696CommonSOLE
126650100CVSCVS HEALTH CORP$864.7M0.16%11,469,250CommonSOLE
438516106HONHONEYWELL INTL INC$851.9M0.16%4,046,957CommonSOLE
713448108PEPPEPSICO INC$849.5M0.16%6,048,615CommonSOLE
03073E105CORCENCORA INC$831.7M0.16%2,661,033CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$804.7M0.15%869,356CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$803.4M0.15%20,706,563CommonSOLE
02209S103MOALTRIA GROUP INC$801.4M0.15%12,131,644CommonSOLE
23331A109DHID R HORTON INC$785.3M0.15%4,633,933CommonSOLE
25809K105DASHDOORDASH INC$780.7M0.15%2,870,284CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$754.9M0.14%17,176,941CommonSOLE
03831W108APPAPPLOVIN CORP$743.9M0.14%1,035,293CommonSOLE
48251W104KKRKKR & CO INC$725.0M0.14%5,578,779CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$694.4M0.13%1,552,672CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$678.8M0.13%8,132,936CommonSOLE
81762P102NOWSERVICENOW INC$674.4M0.13%732,819CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$672.4M0.13%2,043,218CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$652.2M0.12%1,297,329CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$647.6M0.12%6,633,733CommonSOLE
29362U104ENTGENTEGRIS INC$644.8M0.12%6,974,133CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$636.3M0.12%2,452,623CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$625.6M0.12%7,829,926CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$622.9M0.12%5,033,225CommonSOLE
693718108PCARPACCAR INC$587.1M0.11%5,971,153CommonSOLE
91332U101UUNITY SOFTWARE INC$562.4M0.11%14,044,619CommonSOLE
478160104JNJJOHNSON & JOHNSON$559.0M0.10%3,014,727CommonSOLE
166764100CVXCHEVRON CORP NEW$556.9M0.10%3,586,241CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$556.0M0.10%2,767,206CommonSOLE
09260D107BXBLACKSTONE INC$547.4M0.10%3,203,634CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$543.6M0.10%3,798,812CommonSOLE
902653104UDRUDR INC$539.8M0.10%14,486,692CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$539.7M0.10%1,933,705CommonSOLE
26884L109EQTEQT CORP$538.6M0.10%9,894,837CommonSOLE
29364G103ETRENTERGY CORP NEW$522.9M0.10%5,611,258CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$512.2M0.10%733,797CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$506.1M0.09%1,657,085CommonSOLE
858119100STLDSTEEL DYNAMICS INC$503.8M0.09%3,613,095CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$491.3M0.09%16,824,722CommonSOLE
980745103WWDWOODWARD INC$477.3M0.09%1,888,873CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$477.2M0.09%1,540,553CommonSOLE
172967424CCITIGROUP INC$462.0M0.09%4,551,427CommonSOLE
891160509TDTORONTO DOMINION BK ONT$455.0M0.09%5,690,845CommonSOLE
29444U700EQIXEQUINIX INC$452.3M0.08%577,518CommonSOLE
94106L109WMWASTE MGMT INC DEL$447.1M0.08%2,024,824CommonSOLE
45168D104IDXXIDEXX LABS INC$441.2M0.08%690,601CommonSOLE
22160N109CSGPCOSTAR GROUP INC$421.3M0.08%4,993,854CommonSOLE
217204106CPRTCOPART INC$420.3M0.08%9,347,568CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$420.1M0.08%2,062,988CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$417.0M0.08%6,216,912CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$414.0M0.08%15,317,941CommonSOLE
148929102CAVACAVA GROUP INC$400.8M0.08%6,634,866CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$388.2M0.07%5,673,603CommonSOLE
278865100ECLECOLAB INC$387.7M0.07%1,415,887CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$386.5M0.07%1,721,164CommonSOLE
051774107AURAURORA INNOVATION INC$384.3M0.07%71,298,585CommonSOLE
N3167Y103RACEFERRARI N V$384.2M0.07%794,123CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$379.5M0.07%3,847,016CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$378.1M0.07%9,647,801CommonSOLE
G3323L100FNFABRINET$367.7M0.07%1,008,468CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$353.7M0.07%721,369CommonSOLE
512807306LRCXLAM RESEARCH CORP$352.6M0.07%2,633,281CommonSOLE
651639106NEMNEWMONT CORP$349.7M0.07%4,147,847CommonSOLE
29358P101ENSGENSIGN GROUP INC$348.3M0.07%2,016,101CommonSOLE
872540109TJXTJX COS INC NEW$345.5M0.06%2,390,346CommonSOLE
81141R100SESEA LTD$341.7M0.06%1,911,679CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$338.8M0.06%5,033,066CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$337.1M0.06%4,597,217CommonSOLE
816850101SMTCSEMTECH CORP$335.2M0.06%4,691,676CommonSOLE
461202103INTUINTUIT$329.4M0.06%482,316CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$327.2M0.06%1,189,287CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$321.9M0.06%1,989,503CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$321.7M0.06%2,209,239CommonSOLE
00724F101ADBEADOBE INC$317.2M0.06%899,146CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$315.0M0.06%58,347CommonSOLE
806857108SLBSCHLUMBERGER LTD$310.4M0.06%9,031,260CommonSOLE
427866108HSYHERSHEY CO$300.3M0.06%1,605,628CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$298.2M0.06%6,126,400CommonSOLE
12572Q105CMECME GROUP INC$284.9M0.05%1,054,627CommonSOLE
98389B100XELXCEL ENERGY INC$282.0M0.05%3,496,842CommonSOLE
78442P106SLMSLM CORP$281.3M0.05%10,160,825CommonSOLE
903731107ULSUL SOLUTIONS INC$279.4M0.05%3,942,905CommonSOLE
443201108HWMHOWMET AEROSPACE INC$278.7M0.05%1,420,464CommonSOLE
574795100MASIMASIMO CORP$273.6M0.05%1,854,128CommonSOLE
260557103DOWDOW INC$268.8M0.05%11,721,113CommonSOLE
277432100EMNEASTMAN CHEM CO$265.1M0.05%4,204,804CommonSOLE
55024U109LITELUMENTUM HLDGS INC$264.0M0.05%1,622,546CommonSOLE
01741R102ATIATI INC$262.3M0.05%3,224,970CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$258.4M0.05%2,825,737CommonSOLE
316773100FITBFIFTH THIRD BANCORP$254.8M0.05%5,719,002CommonSOLE
860630102SFSTIFEL FINL CORP$251.0M0.05%2,211,993CommonSOLE
747525103QCOMQUALCOMM INC$243.5M0.05%1,463,800CommonSOLE
042068205ARMARM HOLDINGS PLC$243.1M0.05%1,718,132CommonSOLE
681919106OMCOMNICOM GROUP INC$238.9M0.04%2,930,632CommonSOLE
418056107HASHASBRO INC$232.4M0.04%3,063,521CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$231.9M0.04%1,271,352CommonSOLE
458140100INTCINTEL CORP$231.4M0.04%6,897,918CommonSOLE
576690101MTRNMATERION CORP$230.9M0.04%1,911,665CommonSOLE
00187Y100APGAPI GROUP CORP$223.4M0.04%6,500,638CommonSOLE
44332N106HTHTH WORLD GROUP LTD$217.5M0.04%5,560,557CommonSOLE
253868103DLRDIGITAL RLTY TR INC$217.3M0.04%1,257,134CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$215.3M0.04%4,389,442CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$214.4M0.04%29,215,208CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$214.1M0.04%119,673CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$212.4M0.04%3,306,583CommonSOLE
98978V103ZTSZOETIS INC$208.2M0.04%1,422,646CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$207.6M0.04%4,960,303CommonSOLE
482480100KLACKLA CORP$206.5M0.04%191,470CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$203.6M0.04%1,183,736CommonSOLE
770323103RHIROBERT HALF INC.$202.9M0.04%5,971,698CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$200.4M0.04%4,261,472CommonSOLE
060505104BACBANK AMERICA CORP$198.4M0.04%3,845,010CommonSOLE
441593100HLIHOULIHAN LOKEY INC$196.4M0.04%956,441CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$196.2M0.04%13,404,129CommonSOLE
918284100VSECVSE CORP$195.6M0.04%1,176,436CommonSOLE
931142103WMTWALMART INC$194.8M0.04%1,889,872CommonSOLE
58933Y105MRKMERCK & CO INC$193.9M0.04%2,310,615CommonSOLE
704326107PAYXPAYCHEX INC$192.6M0.04%1,519,430CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$190.8M0.04%1,532,860CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$190.8M0.04%2,010,818CommonSOLE
150870103CECELANESE CORP DEL$188.9M0.04%4,488,911CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$185.6M0.03%1,492,999CommonSOLE
607828100MODMODINE MFG CO$184.6M0.03%1,298,607CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$180.1M0.03%226,124CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$178.3M0.03%6,552,691CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$175.0M0.03%4,620,404CommonSOLE
07831C103BRBRBELLRING BRANDS INC$172.3M0.03%4,740,349CommonSOLE
46266C105IQVIQVIA HLDGS INC$171.1M0.03%901,348CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$169.6M0.03%339,773CommonSOLE
80874P109LNWOLIGHT & WONDER INC$166.8M0.03%1,986,835CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$166.7M0.03%3,744,607CommonSOLE
336433107FSLRFIRST SOLAR INC$166.6M0.03%755,532CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$165.6M0.03%1,472,210CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$165.3M0.03%1,671,501CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$163.2M0.03%1,458,898CommonSOLE
252131107DXCMDEXCOM INC$159.3M0.03%2,367,676CommonSOLE
885160101THOTHOR INDS INC$159.0M0.03%1,533,410CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$158.7M0.03%4,243,201CommonSOLE
G0896C103TBBBBBB FOODS INC$158.6M0.03%5,882,050CommonSOLE
87422Q109TLNTALEN ENERGY CORP$158.0M0.03%371,434CommonSOLE
40415F101HDBHDFC BANK LTD$157.8M0.03%4,619,844CommonSOLE
124805102CBZCBIZ INC$154.7M0.03%2,921,326CommonSOLE
78409V104SPGIS&P GLOBAL INC$154.3M0.03%317,060CommonSOLE
988498101YUMYUM BRANDS INC$152.1M0.03%1,000,617CommonSOLE
55955D100MGNIMAGNITE INC$152.1M0.03%6,982,861CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$151.7M0.03%792,786CommonSOLE
436893200HOMBHOME BANCSHARES INC$151.4M0.03%5,349,719CommonSOLE
370334104GISGENERAL MLS INC$150.5M0.03%2,985,454CommonSOLE
H01301128ALCALCON AG$150.0M0.03%2,015,585CommonSOLE
126408103CSXCSX CORP$149.7M0.03%4,214,472CommonSOLE
44925C103ICFIICF INTL INC$149.2M0.03%1,607,461CommonSOLE
30161N101EXCEXELON CORP$147.1M0.03%3,268,339CommonSOLE
705573103PEGAPEGASYSTEMS INC$144.8M0.03%2,517,587CommonSOLE
498894104KNFKNIFE RIVER CORP$143.2M0.03%1,862,778CommonSOLE
351858105FNVFRANCO NEV CORP$142.2M0.03%638,396CommonSOLE
006739106ADUSADDUS HOMECARE CORP$141.8M0.03%1,201,560CommonSOLE
23345M107DTMDT MIDSTREAM INC$141.2M0.03%1,249,101CommonSOLE
16935C109CHYMCHIME FINL INC$138.7M0.03%6,878,057CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$137.7M0.03%1,637,881CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$137.4M0.03%2,537,596CommonSOLE
830830105SKYCHAMPION HOMES INC$134.6M0.03%1,762,378CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$134.5M0.03%9,210,843CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$130.8M0.02%2,038,745CommonSOLE
698884103PARPAR TECHNOLOGY CORP$128.1M0.02%3,237,004CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$127.3M0.02%4,513,250CommonSOLE
12653C108CNXCNX RES CORP$126.9M0.02%3,950,000CommonSOLE
199908104FIXCOMFORT SYS USA INC$125.9M0.02%152,607CommonSOLE
513272104LWLAMB WESTON HLDGS INC$124.9M0.02%2,150,000CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$123.9M0.02%364,830CommonSOLE
74736L109QTWOQ2 HLDGS INC$122.1M0.02%1,686,968CommonSOLE
53566V106LINELINEAGE INC$121.8M0.02%3,152,949CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$121.2M0.02%1,887,854CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$121.2M0.02%6,700,000CommonSOLE
52110M109LAZLAZARD INC$118.0M0.02%2,235,512CommonSOLE
090572207BIOBIO RAD LABS INC$117.3M0.02%418,355CommonSOLE
235851102DHRDANAHER CORPORATION$113.7M0.02%573,394CommonSOLE
20825C104COPCONOCOPHILLIPS$108.1M0.02%1,143,187CommonSOLE
826919102SLABSILICON LABORATORIES INC$106.5M0.02%811,937CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$106.1M0.02%1,131,294CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$106.0M0.02%1,350,000CommonSOLE
00912X302ALAIR LEASE CORP$103.4M0.02%1,625,000CommonSOLE
092113109BKHBLACK HILLS CORP$101.1M0.02%1,641,122CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$100.4M0.02%1,933,126CommonSOLE
11271J107BNBROOKFIELD CORP$99.7M0.02%1,452,739CommonSOLE
775133101ROGROGERS CORP$98.3M0.02%1,221,660CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$97.4M0.02%7,869,105CommonSOLE
650111107NYTNEW YORK TIMES CO$97.2M0.02%1,692,846CommonSOLE
38526M106LOPEGRAND CANYON ED INC$95.7M0.02%436,021CommonSOLE
703343103PATKPATRICK INDS INC$94.6M0.02%914,516CommonSOLE
291011104EMREMERSON ELEC CO$91.8M0.02%700,037CommonSOLE
48268K101KTKT CORP$91.2M0.02%4,674,380CommonSOLE
556269108SHOOMADDEN STEVEN LTD$91.1M0.02%2,720,354CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$90.9M0.02%2,642,249CommonSOLE
09073M104TECHBIO-TECHNE CORP$90.4M0.02%1,625,502CommonSOLE
91912E105VALEVALE S A$88.4M0.02%8,142,345CommonSOLE
011659109ALKALASKA AIR GROUP INC$84.6M0.02%1,700,000CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$84.5M0.02%323,793CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$83.8M0.02%1,192,174CommonSOLE
548661107LOWLOWES COS INC$83.4M0.02%331,910CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$82.9M0.02%500,112CommonSOLE
97785W106WOLFWOLFSPEED INC$79.4M0.01%2,777,120CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$79.3M0.01%699,550CommonSOLE
857477103STTSTATE STR CORP$79.1M0.01%681,940CommonSOLE
842587107SOSOUTHERN CO$78.2M0.01%824,760CommonSOLE
G3198U102ESNTESSENT GROUP LTD$78.0M0.01%1,227,199CommonSOLE
37733W204GSKGSK PLC$77.4M0.01%1,794,427CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$76.5M0.01%602,521CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$75.1M0.01%4,880,860CommonSOLE
7495271071RGREV GROUP INC$73.3M0.01%1,294,033CommonSOLE
26856L103ELFE L F BEAUTY INC$72.4M0.01%546,232CommonSOLE
816851109SRESEMPRA$72.0M0.01%800,000CommonSOLE
49845K101KVYOKLAVIYO INC$71.8M0.01%2,593,143CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$71.4M0.01%1,262,182CommonSOLE
N14506104ESTCELASTIC N V$70.5M0.01%833,950CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$69.1M0.01%4,760,858CommonSOLE
565788106MARAMARA HOLDINGS INC$68.1M0.01%3,728,896CommonSOLE
67077M108NTRNUTRIEN LTD$67.1M0.01%1,143,265CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$66.8M0.01%496,340CommonSOLE
57686G105MATXMATSON INC$65.4M0.01%663,825CommonSOLE
244199105DEDEERE & CO$64.7M0.01%141,493CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$63.7M0.01%402,112CommonSOLE
688239201OSKOSHKOSH CORP$63.4M0.01%489,134CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$62.6M0.01%850,023CommonSOLE
281020107EIXEDISON INTL$62.3M0.01%1,126,693CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$61.8M0.01%82CommonSOLE
959802109WUWESTERN UN CO$61.5M0.01%7,691,575CommonSOLE
63947X101NCNONCINO INC$60.4M0.01%2,229,082CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$60.4M0.01%598,247CommonSOLE
046353108AZNNASTRAZENECA PLC$60.2M0.01%785,259CommonSOLE
88162G103TTEKTETRA TECH INC NEW$59.7M0.01%1,787,103CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$59.5M0.01%105,749CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$58.7M0.01%3,715,646CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$58.3M0.01%453,972CommonSOLE
95082P105WCCWESCO INTL INC$57.2M0.01%270,312CommonSOLE
780259305SHELSHELL PLC$55.3M0.01%773,610CommonSOLE
95040Q104WELLWELLTOWER INC$54.6M0.01%306,310CommonSOLE
903002103UMHUMH PPTYS INC$54.5M0.01%3,671,303CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$51.9M0.01%794,883CommonSOLE
207410101CNMDCONMED CORP$48.6M0.01%1,032,733CommonSOLE
337738108FISVFISERV INC$48.0M0.01%372,056CommonSOLE
55306N104MKSIMKS INC.$47.9M0.01%387,153CommonSOLE
64119N608NTSKNETSKOPE INC$47.7M0.01%2,100,000CommonSOLE
000899104ADMAADMA BIOLOGICS INC$47.7M0.01%3,253,913CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$46.4M0.01%753,785CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$46.2M0.01%250,845CommonSOLE
790148100JOEST JOE CO$46.0M0.01%930,218CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$45.4M0.01%322,314CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$44.9M0.01%2,425,736CommonSOLE
77664L207ROOTROOT INC$44.5M0.01%496,598CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$44.1M0.01%178,631CommonSOLE
852066208SIISPROTT INC$43.8M0.01%527,162CommonSOLE
257554105DOMODOMO INC$43.6M0.01%2,750,000CommonSOLE
53626N102LIONLIONSGATE STUDIOS CORP$43.4M0.01%6,290,244CommonSOLE
615394202MOG/AMOOG INC$42.4M0.01%204,349CommonSOLE
12448X201BYRNBYRNA TECHNOLOGIES INC$42.3M0.01%1,907,001CommonSOLE
31428X106FDXFEDEX CORP$42.2M0.01%179,077CommonSOLE
316841105FIGFIGMA INC$41.8M0.01%806,640CommonSOLE
302301106EZPWEZCORP INC$40.9M0.01%2,148,126CommonSOLE
126600105CVBFCVB FINL CORP$40.6M0.01%2,149,618CommonSOLE
92556W104VIAVIA TRANSN INC$40.5M0.01%843,086CommonSOLE
69343T107PJTPJT PARTNERS INC$39.1M0.01%220,074CommonSOLE
64361Q101VNOMVIPER ENERGY INC$38.9M0.01%1,016,927CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$38.7M0.01%119,686CommonSOLE
13321L108CCJCAMECO CORP$36.8M0.01%438,751CommonSOLE
89531P105TREXTREX CO INC$36.4M0.01%705,297CommonSOLE
580589109MGRCMCGRATH RENTCORP$35.8M0.01%305,450CommonSOLE
127055101CBTCABOT CORP$35.2M0.01%462,691CommonSOLE
12763L105CDRECADRE HLDGS INC$34.0M0.01%930,318CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$33.4M0.01%814,491CommonSOLE
052769106ADSKAUTODESK INC$32.7M0.01%103,014CommonSOLE
902494103TSNTYSON FOODS INC$31.4M0.01%577,683CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$31.0M0.01%109,935CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$30.9M0.01%290,263CommonSOLE
92243G108PCVXVAXCYTE INC$30.4M0.01%842,978CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$29.7M0.01%1,164,623CommonSOLE
20717M1038QRCONFLUENT INC$29.2M0.01%1,475,965CommonSOLE
N82405106STLASTELLANTIS N.V$29.0M0.01%3,139,748CommonSOLE
G4705A100ICLRICON PLC$28.8M0.01%164,563CommonSOLE
032654105ADIANALOG DEVICES INC$28.7M0.01%116,826CommonSOLE
097023204BA 6 10/15/27BOEING CO$28.3M0.01%406,339CommonSOLE
546347105LPXLOUISIANA PAC CORP$27.9M0.01%313,497CommonSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$26.9M0.01%1,315,465CommonSOLE
92346J108VCELVERICEL CORP$26.9M0.01%853,668CommonSOLE
780087102RYROYAL BK CDA$26.2M0.00%177,506CommonSOLE
49177J102KVUEKENVUE INC$25.6M0.00%1,578,221CommonSOLE
80517M109SVVSAVERS VALUE VLG INC$25.5M0.00%1,926,550CommonSOLE
60937P106MDBMONGODB INC$24.8M0.00%80,010CommonSOLE
302941109FCNFTI CONSULTING INC$23.9M0.00%147,614CommonSOLE
292671708UUUUENERGY FUELS INC$22.8M0.00%1,485,310CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$22.4M0.00%1,320,269CommonSOLE
248356107DNNDENISON MINES CORP$22.1M0.00%8,024,816CommonSOLE
855919106STRZSTARZ ENTERTAINMENT CORP.$21.9M0.00%1,488,612CommonSOLE
00218A105ASPIASP ISOTOPES INC$19.7M0.00%2,043,567CommonSOLE
127203107WHDCACTUS INC$19.6M0.00%495,642CommonSOLE
65340P106NXENEXGEN ENERGY LTD$19.3M0.00%2,157,119CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$18.0M0.00%304,259CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$16.9M0.00%270,072CommonSOLE
G1110E107BHVNBIOHAVEN LTD$15.2M0.00%1,011,530CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$15.1M0.00%307,215CommonSOLE
87612E106TGTTARGET CORP$13.5M0.00%150,848CommonSOLE
149568107CVCOCAVCO INDS INC DEL$12.8M0.00%22,104CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$8.3M0.00%282,338CommonSOLE
49446R109KIMKIMCO RLTY CORP$6.6M0.00%303,941CommonSOLE
22266T109CPNGCOUPANG INC$6.6M0.00%205,724CommonSOLE
36118L106FUTUFUTU HLDGS LTD$6.2M0.00%35,499CommonSOLE
803054204SAPSAP SE$6.1M0.00%23,213CommonNONE
456837103INGING GROEP N.V.$5.5M0.00%212,558CommonNONE
N07059210ASMLASML HOLDING N V$5.1M0.00%5,314CommonNONE
48241A105KBKB FINL GROUP INC$5.0M0.00%60,494CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$4.4M0.00%229,295CommonNONE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$4.2M0.00%17,864CommonSOLE
78468R663BILSPDR SERIES TRUST$4.1M0.00%44,215CommonNONE
G5279N105KLARKLARNA GROUP PLC$3.8M0.00%103,490CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.8M0.00%4,150CommonNONE
670100205NVONOVO-NORDISK A S$2.7M0.00%49,226CommonNONE
N4732M103JBSJBS N.V.$2.2M0.00%145,352CommonNONE
92892B103VOYGVOYAGER TECHNOLOGIES INC$1.8M0.00%61,500CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$905,4500.00%1,486CommonSOLE
464288257ACWIISHARES TR$874,1300.00%6,349CommonNONE
042735100ARWARROW ELECTRS INC$691,0310.00%5,711CommonSOLE
04621X108AIZASSURANT INC$682,5070.00%3,151CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$535,1820.00%5,144CommonSOLE
714046109RVTYREVVITY INC$489,6130.00%5,586CommonSOLE
464287614IWFISHARES TR$286,2270.00%613CommonNONE

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.