MondegarAI
APG Asset Management N.V.

Q3 2024 · 13F-HR

APG Asset Management N.V.holdings as filed

Filed 2024-11-14 · accession 0001434819-24-000010

$15.07B
Reported value
407
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
31488V107FERGFERGUSON ENTERPRISES INC$839.0M5.57%4,715,931CommonSOLE
775711104ROLROLLINS INC$732.0M4.86%16,151,767CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$714.9M4.74%2,154,530CommonSOLE
89400J107TRUTRANSUNION$625.7M4.15%6,669,623CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$621.0M4.12%2,308,847CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$604.9M4.02%1,156,634CommonSOLE
553498106MSAMSA SAFETY INC$602.2M4.00%3,789,625CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$596.0M3.96%3,767,942CommonSOLE
G8473T100STESTERIS PLC$594.4M3.94%2,734,958CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$532.3M3.53%2,762,786CommonSOLE
G0176J109ALLEALLEGION PLC$474.6M3.15%3,634,685CommonSOLE
057665200BCPCBALCHEM CORP$436.6M2.90%2,768,378CommonSOLE
594918104MSFTMICROSOFT CORP$392.3M2.60%1,017,397CommonSOLE
929236107WDFCWD 40 CO$371.6M2.47%1,608,221CommonSOLE
67066G104NVDANVIDIA CORPORATION$337.8M2.24%3,104,455CommonSOLE
91879Q109MTNVAIL RESORTS INC$202.0M1.34%1,293,790CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$141.1M0.94%177,589CommonSOLE
78463M107SPSCSPS COMM INC$117.5M0.78%675,339CommonSOLE
532457108LLYELI LILLY & CO$108.3M0.72%136,460CommonSOLE
037833100AAPLAPPLE INC$102.4M0.68%490,484CommonSOLE
11135F101AVGOBROADCOM INC$95.4M0.63%617,314CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$92.6M0.61%1,739,200CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$92.3M0.61%488,733CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$85.9M0.57%164,025CommonSOLE
68389X105ORCLORACLE CORP$83.2M0.55%544,663CommonSOLE
722304102PDDPDD HOLDINGS INC$82.2M0.55%680,128CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$76.7M0.51%824,342CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$75.8M0.50%719,101CommonSOLE
92826C839VVISA INC$68.4M0.45%277,520CommonSOLE
58933Y105MRKMERCK & CO INC$67.1M0.45%659,062CommonSOLE
G54950103LINLINDE PLC$65.9M0.44%154,337CommonSOLE
023135106AMZNAMAZON COM INC$64.5M0.43%386,191CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$63.5M0.42%143,569CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$63.1M0.42%1,568,346CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$62.2M0.41%494,831CommonSOLE
115236101BROBROWN & BROWN INC$61.9M0.41%666,419CommonSOLE
713448108PEPPEPSICO INC$60.5M0.40%396,766CommonSOLE
00287Y109ABBVABBVIE INC$59.6M0.40%336,773CommonSOLE
031162100AMGNAMGEN INC$58.3M0.39%201,983CommonSOLE
316773100FITBFIFTH THIRD BANCORP$57.9M0.38%1,508,563CommonSOLE
084423102WRBBERKLEY W R CORP$57.7M0.38%1,136,010CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$57.5M0.38%524,287CommonSOLE
437076102HDHOME DEPOT INC$56.8M0.38%156,491CommonSOLE
032095101APHAMPHENOL CORP NEW$55.3M0.37%947,279CommonSOLE
94106L109WMWASTE MGMT INC DEL$54.3M0.36%292,135CommonSOLE
29364G103ETRENTERGY CORP NEW$53.6M0.36%454,223CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$51.7M0.34%124,020CommonSOLE
060505104BACBANK AMERICA CORP$49.9M0.33%1,402,408CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$48.2M0.32%96,696CommonSOLE
743315103PGRPROGRESSIVE CORP$47.6M0.32%209,360CommonSOLE
336433107FSLRFIRST SOLAR INC$47.6M0.32%212,926CommonSOLE
872590104TMUST-MOBILE US INC$47.5M0.32%256,730CommonSOLE
233331107DTEDTE ENERGY CO$47.0M0.31%408,700CommonSOLE
172062101CINFCINCINNATI FINL CORP$45.5M0.30%372,999CommonSOLE
570535104MKLMARKEL GROUP INC$45.2M0.30%32,157CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$44.8M0.30%184,362CommonSOLE
631103108NDAQNASDAQ INC$44.5M0.30%680,917CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$42.8M0.28%1,163,549CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$42.4M0.28%332,514CommonSOLE
760759100RSGREPUBLIC SVCS INC$42.3M0.28%235,175CommonSOLE
375558103GILDGILEAD SCIENCES INC$42.0M0.28%559,533CommonSOLE
G6683N103NUNU HLDGS LTD$40.5M0.27%3,314,117CommonSOLE
023608102AEEAMEREN CORP$39.3M0.26%500,889CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$39.1M0.26%1,872,822CommonSOLE
882508104TXNTEXAS INSTRS INC$38.7M0.26%209,170CommonSOLE
872540109TJXTJX COS INC NEW$37.7M0.25%357,593CommonSOLE
372460105GPCGENUINE PARTS CO$37.4M0.25%298,511CommonSOLE
125896100CMSCMS ENERGY CORP$37.3M0.25%589,665CommonSOLE
036752103ELVELEVANCE HEALTH INC$37.2M0.25%79,801CommonSOLE
00724F101ADBEADOBE INC$36.4M0.24%78,482CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$36.2M0.24%810,550CommonSOLE
65339F101NEENEXTERA ENERGY INC$35.9M0.24%474,392CommonSOLE
G3223R108EGEVEREST GROUP LTD$35.8M0.24%101,935CommonSOLE
053332102AZOAUTOZONE INC$35.7M0.24%12,659CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$35.4M0.24%240,861CommonSOLE
58155Q103MCKMCKESSON CORP$34.5M0.23%77,793CommonSOLE
871607107SNPSSYNOPSYS INC$34.4M0.23%75,925CommonSOLE
90384S303ULTAULTA BEAUTY INC$34.4M0.23%98,698CommonSOLE
209115104EDCONSOLIDATED EDISON INC$33.8M0.22%362,478CommonSOLE
79466L302CRMSALESFORCE INC$33.5M0.22%136,550CommonSOLE
69370C100PTCPTC INC$30.8M0.20%190,507CommonSOLE
369604301GEGE AEROSPACE$30.7M0.20%181,939CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$29.9M0.20%149,536CommonSOLE
969457100WMBWILLIAMS COS INC$29.7M0.20%724,913CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$29.3M0.19%199,326CommonSOLE
842587107SOSOUTHERN CO$29.0M0.19%358,962CommonSOLE
40412C101HCAHCA HEALTHCARE INC$28.8M0.19%79,123CommonSOLE
29355A107ENPHENPHASE ENERGY INC$28.0M0.19%276,699CommonSOLE
461202103INTUINTUIT$27.8M0.18%50,028CommonSOLE
12514G108CDWCDW CORP$27.5M0.18%135,670CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$27.1M0.18%107,587CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$26.9M0.18%260,604CommonSOLE
12572Q105CMECME GROUP INC$25.9M0.17%131,172CommonSOLE
09247X101BLKCHFBLACKROCK INC$25.9M0.17%30,399CommonSOLE
92343E102VRSNVERISIGN INC$25.3M0.17%148,541CommonSOLE
366651107ITGARTNER INC$24.7M0.16%54,424CommonSOLE
64110D104NTAPNETAPP INC$24.0M0.16%217,205CommonSOLE
278865100ECLECOLAB INC$23.9M0.16%104,490CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$23.3M0.15%235,596CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$23.3M0.15%502,325CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$22.9M0.15%132,577CommonSOLE
30034W106EVRGEVERGY INC$22.7M0.15%409,013CommonSOLE
235851102DHRDANAHER CORPORATION$22.6M0.15%90,866CommonSOLE
74340W103PLDPROLOGIS INC.$22.6M0.15%199,790CommonSOLE
172908105CTASCINTAS CORP$22.5M0.15%122,068CommonSOLE
001055102AFLAFLAC INC$21.7M0.14%217,044CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$21.7M0.14%231,397CommonSOLE
00206R102TAT&T INC$21.5M0.14%1,091,124CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$21.5M0.14%89,556CommonSOLE
012653101ALBALBEMARLE CORP$21.5M0.14%253,137CommonSOLE
038222105AMATAPPLIED MATLS INC$21.0M0.14%115,866CommonSOLE
81762P102NOWSERVICENOW INC$20.7M0.14%25,779CommonSOLE
125523100CITHE CIGNA GROUP$20.5M0.14%66,164CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$20.5M0.14%21,771CommonSOLE
219350105GLWCORNING INC$20.1M0.13%495,893CommonSOLE
17275R102CSCOCISCO SYS INC$20.1M0.13%420,463CommonSOLE
548661107LOWLOWES COS INC$19.9M0.13%81,930CommonSOLE
254687106DISDISNEY WALT CO$19.7M0.13%228,343CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19.4M0.13%519,416CommonSOLE
G87052109TELTE CONNECTIVITY PLC$19.4M0.13%143,065CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19.0M0.13%131,883CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$18.6M0.12%269,632CommonSOLE
704326107PAYXPAYCHEX INC$18.6M0.12%154,763CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$18.5M0.12%156,995CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$18.4M0.12%131,987CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$18.4M0.12%140,048CommonSOLE
891160509TDTORONTO DOMINION BK ONT$18.3M0.12%322,484CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$18.3M0.12%259,000CommonSOLE
370334104GISGENERAL MLS INC$18.2M0.12%274,859CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$18.2M0.12%73,201CommonSOLE
25746U109DDOMINION ENERGY INC$18.1M0.12%349,820CommonSOLE
427866108HSYHERSHEY CO$18.1M0.12%105,152CommonSOLE
380237107GDDYGODADDY INC$18.0M0.12%128,381CommonSOLE
G29183103ETNEATON CORP PLC$17.3M0.11%58,329CommonSOLE
H2906T109GRMNGARMIN LTD$17.2M0.11%109,300CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17.2M0.11%110,877CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.0M0.11%38,364CommonSOLE
315616102FFIVF5 INC$17.0M0.11%85,925CommonSOLE
337738108FISVFISERV INC$16.8M0.11%104,161CommonSOLE
H1467J104CBCHUBB LIMITED$16.5M0.11%63,700CommonSOLE
29476L107EQREQUITY RESIDENTIAL$16.4M0.11%246,300CommonSOLE
98419M100XYLXYLEM INC$16.4M0.11%135,142CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$16.1M0.11%162,335CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$15.6M0.10%155,200CommonSOLE
893641100TDGTRANSDIGM GROUP INC$15.3M0.10%11,929CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$15.2M0.10%202,542CommonSOLE
040413106ANETEURARISTA NETWORKS INC$15.1M0.10%43,946CommonSOLE
136375102CNICANADIAN NATL RY CO$15.0M0.10%142,871CommonSOLE
55354G100MSCIMSCI INC$15.0M0.10%28,678CommonSOLE
931142103WMTWALMART INC$14.9M0.10%205,690CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14.8M0.10%163,220CommonSOLE
87612E106TGTTARGET CORP$14.7M0.10%105,327CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$14.2M0.09%35,182CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$13.9M0.09%133,880CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$13.7M0.09%63,351CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$13.6M0.09%204,107CommonSOLE
025816109AXPAMERICAN EXPRESS CO$13.5M0.09%55,720CommonSOLE
G2519Y108BAPCREDICORP LTD$13.5M0.09%83,181CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$13.3M0.09%727,373CommonSOLE
48251W104KKRKKR & CO INC$13.1M0.09%112,006CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$13.0M0.09%252,436CommonSOLE
501889208LKQLKQ CORP$13.0M0.09%362,604CommonSOLE
832696405SJMSMUCKER J M CO$12.6M0.08%116,337CommonSOLE
482480100KLACKLA CORP$12.5M0.08%18,005CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$12.4M0.08%101,694CommonSOLE
244199105DEDEERE & CO$12.2M0.08%32,567CommonSOLE
717081103PFEPFIZER INC$12.1M0.08%465,956CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$12.0M0.08%604,000CommonSOLE
615369105MCOMOODYS CORP$11.9M0.08%27,893CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$11.7M0.08%3,112CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$11.7M0.08%82,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$11.6M0.08%109,394CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.6M0.08%36,669CommonSOLE
98978V103ZTSZOETIS INC$11.6M0.08%66,165CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$11.6M0.08%55,061CommonSOLE
695156109PKGPACKAGING CORP AMER$11.5M0.08%59,600CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$11.3M0.08%32,566CommonSOLE
747525103QCOMQUALCOMM INC$11.3M0.08%74,424CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$11.3M0.08%20,415CommonSOLE
149123101CATCATERPILLAR INC$11.2M0.07%31,963CommonSOLE
03662Q105AKXANSYS INC$11.2M0.07%39,184CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$11.1M0.07%35,971CommonSOLE
902973304USBUS BANCORP DEL$11.0M0.07%267,808CommonSOLE
G0250X107AMCRAMCOR PLC$10.9M0.07%1,074,970CommonSOLE
580135101MCDMCDONALDS CORP$10.6M0.07%38,974CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$10.6M0.07%182,724CommonSOLE
58733R102MELIMERCADOLIBRE INC$10.6M0.07%5,769CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.5M0.07%23,743CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$10.4M0.07%33,995CommonSOLE
571903202MARMARRIOTT INTL INC NEW$10.1M0.07%45,507CommonSOLE
670346105NUENUCOR CORP$10.1M0.07%75,087CommonSOLE
002824100ABTABBOTT LABS$10.0M0.07%98,190CommonSOLE
907818108UNPUNION PAC CORP$9.9M0.07%45,032CommonSOLE
579780206MKCMCCORMICK & CO INC$9.9M0.07%134,237CommonSOLE
126408103CSXCSX CORP$9.9M0.07%319,406CommonSOLE
05534B760BCEBCE INC$9.8M0.07%315,370CommonSOLE
98138H101WDAYWORKDAY INC$9.7M0.06%44,465CommonSOLE
651639106NEMNEWMONT CORP$9.7M0.06%202,923CommonSOLE
701094104PHPARKER-HANNIFIN CORP$9.6M0.06%17,001CommonSOLE
133131102CPTCAMDEN PPTY TR$9.6M0.06%86,900CommonSOLE
693718108PCARPACCAR INC$9.6M0.06%108,085CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$9.5M0.06%283,300CommonSOLE
761152107RMDRESMED INC$9.4M0.06%43,112CommonSOLE
780087102RYROYAL BK CDA$9.4M0.06%83,901CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$9.3M0.06%365,500CommonSOLE
291011104EMREMERSON ELEC CO$9.2M0.06%94,203CommonSOLE
285512109EAELECTRONIC ARTS INC$9.1M0.06%70,845CommonSOLE
15135B101CNCCENTENE CORP DEL$9.1M0.06%134,773CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.1M0.06%19,570CommonSOLE
540424108LLOEWS CORP$8.9M0.06%126,100CommonSOLE
297178105ESSESSEX PPTY TR INC$8.9M0.06%33,500CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$8.8M0.06%42,596CommonSOLE
45337C102INCYINCYTE CORP$8.7M0.06%147,192CommonSOLE
668771108GENGEN DIGITAL INC$8.7M0.06%354,619CommonSOLE
G25508105CRHCRH PLC$8.3M0.06%99,729CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8.0M0.05%121,667CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$7.9M0.05%243,900CommonSOLE
988498101YUMYUM BRANDS INC$7.8M0.05%62,700CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$7.6M0.05%37,696CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$7.5M0.05%162,430CommonSOLE
444859102HUMHUMANA INC$7.4M0.05%26,131CommonSOLE
929160109VMCVULCAN MATLS CO$7.4M0.05%32,913CommonSOLE
12532H104GIBCGI INC$7.4M0.05%71,262CommonSOLE
009066101ABNBAIRBNB INC$7.3M0.05%64,655CommonSOLE
911363109URIUNITED RENTALS INC$7.1M0.05%9,750CommonSOLE
31428X106FDXFEDEX CORP$6.9M0.05%28,333CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$6.9M0.05%90,545CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6.9M0.05%117,431CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.9M0.05%73,950CommonSOLE
37045V100GMGENERAL MTRS CO$6.8M0.05%170,223CommonSOLE
941848103WATWATERS CORP$6.8M0.05%21,191CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.7M0.04%28,784CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6.7M0.04%27,849CommonSOLE
902653104UDRUDR INC$6.7M0.04%164,700CommonSOLE
863667101SYKSTRYKER CORPORATION$6.7M0.04%20,625CommonSOLE
89832Q109TFCTRUIST FINL CORP$6.6M0.04%171,116CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$6.5M0.04%40,880CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$6.4M0.04%145,485CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$6.2M0.04%7,815CommonSOLE
87971M103TUTELUS CORPORATION$6.2M0.04%410,873CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6.0M0.04%22,900CommonSOLE
458140100INTCINTEL CORP$6.0M0.04%285,998CommonSOLE
806857108SLBSCHLUMBERGER LTD$5.9M0.04%155,674CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$5.8M0.04%183,174CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$5.8M0.04%33,345CommonSOLE
049560105ATOATMOS ENERGY CORP$5.7M0.04%46,136CommonSOLE
82509L107SHOPSHOPIFY INC$5.6M0.04%77,935CommonSOLE
071813109BAXBAXTER INTL INC$5.6M0.04%164,173CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$5.5M0.04%34,350CommonSOLE
075887109BDXBECTON DICKINSON & CO$5.4M0.04%25,024CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.3M0.04%21,161CommonSOLE
052769106ADSKAUTODESK INC$5.3M0.03%21,307CommonSOLE
30040W108ESEVERSOURCE ENERGY$5.1M0.03%83,408CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.0M0.03%54,203CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$5.0M0.03%3,749CommonSOLE
189054109CLXCLOROX CO DEL$5.0M0.03%34,000CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$4.9M0.03%151,133CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4.9M0.03%33,603CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$4.8M0.03%31,541CommonSOLE
833034101SNASNAP ON INC$4.6M0.03%17,700CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$4.5M0.03%62,420CommonSOLE
500754106KHCKRAFT HEINZ CO$4.5M0.03%142,000CommonSOLE
30161N101EXCEXELON CORP$4.4M0.03%121,893CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$4.4M0.03%46,783CommonSOLE
81141R100SESEA LTD$4.4M0.03%52,016CommonSOLE
778296103ROSTROSS STORES INC$4.4M0.03%32,529CommonSOLE
126650100CVSCVS HEALTH CORP$4.3M0.03%76,564CommonSOLE
436440101HO1HOLOGIC INC$4.2M0.03%58,226CommonSOLE
518439104ELLAUDER ESTEE COS INC$4.2M0.03%47,548CommonSOLE
34959E109FTNTFORTINET INC$4.2M0.03%60,679CommonSOLE
G6095L109APTIV PLC$4.2M0.03%64,424CommonSOLE
09062X103BIIBBIOGEN INC$4.1M0.03%23,635CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.1M0.03%121,637CommonSOLE
574599106MASMASCO CORP$4.0M0.03%53,471CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4.0M0.03%50,105CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.0M0.03%46,478CommonSOLE
217204106CPRTCOPART INC$3.9M0.03%84,071CommonSOLE
260003108DOVDOVER CORP$3.9M0.03%22,788CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.7M0.02%57,900CommonSOLE
23331A109DHID R HORTON INC$3.7M0.02%21,500CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.7M0.02%17,051CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.6M0.02%17,164CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.6M0.02%4,360CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.6M0.02%15,299CommonSOLE
67077M108NTRNUTRIEN LTD$3.6M0.02%83,268CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$3.5M0.02%95,022CommonSOLE
031100100AMEAMETEK INC$3.5M0.02%22,463CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.4M0.02%42,780CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.4M0.02%37,655CommonSOLE
256746108DLTRDOLLAR TREE INC$3.4M0.02%53,422CommonSOLE
260557103DOWDOW INC$3.3M0.02%68,328CommonSOLE
771049103RBLXROBLOX CORP$3.2M0.02%80,782CommonSOLE
05351W103AGREURAVANGRID INC$3.2M0.02%98,868CommonSOLE
294429105EFXEQUIFAX INC$3.2M0.02%12,028CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.1M0.02%34,829CommonSOLE
37959E102GLGLOBE LIFE INC$3.1M0.02%32,612CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$3.1M0.02%75,932CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.0M0.02%11,400CommonSOLE
922475108VEEVVEEVA SYS INC$2.9M0.02%15,491CommonSOLE
74736K101QRVOQORVO INC$2.8M0.02%30,634CommonSOLE
83304A106SNAPSNAP INC$2.8M0.02%295,233CommonSOLE
231021106CMICUMMINS INC$2.7M0.02%9,385CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.7M0.02%11,112CommonSOLE
833445109SNOWSNOWFLAKE INC$2.6M0.02%25,704CommonSOLE
23804L103DDOGDATADOG INC$2.6M0.02%25,451CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.6M0.02%35,881CommonSOLE
303250104FICOFAIR ISAAC CORP$2.5M0.02%1,440CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.5M0.02%7,274CommonSOLE
13321L108CCJCAMECO CORP$2.4M0.02%56,837CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.4M0.02%81,700CommonSOLE
216648501COOCOOPER COS INC$2.4M0.02%23,931CommonSOLE
058498106BALLBALL CORP$2.3M0.02%38,200CommonSOLE
311900104FASTFASTENAL CO$2.3M0.02%35,514CommonSOLE
303075105FDSFACTSET RESH SYS INC$2.3M0.02%5,500CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.2M0.01%15,767CommonSOLE
228368106CCKCROWN HLDGS INC$2.2M0.01%25,662CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.2M0.01%24,700CommonSOLE
26884L109EQTEQT CORP$2.2M0.01%66,164CommonSOLE
759509102RSRELIANCE INC$2.2M0.01%8,379CommonSOLE
252131107DXCMDEXCOM INC$2.2M0.01%35,981CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.2M0.01%133,195CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.1M0.01%15,741CommonSOLE
878742204TECKTECK RESOURCES LTD$2.1M0.01%44,601CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.0M0.01%11,497CommonSOLE
368736104GNRCGENERAC HLDGS INC$2.0M0.01%14,325CommonSOLE
05352A100AVTRAVANTOR INC$2.0M0.01%85,856CommonSOLE
929740108WABWABTEC$1.9M0.01%11,800CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1.9M0.01%74,776CommonSOLE
61945C103MOSMOSAIC CO NEW$1.9M0.01%78,247CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.9M0.01%28,697CommonSOLE
268150109DTDYNATRACE INC$1.8M0.01%37,357CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.8M0.01%21,133CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.8M0.01%4,565CommonSOLE
482497104BEKEKE HLDGS INC$1.8M0.01%98,366CommonSOLE
87612G101TRGPTARGA RES CORP$1.7M0.01%12,958CommonSOLE
98980G102ZSZSCALER INC$1.7M0.01%11,218CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.7M0.01%230,291CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1.7M0.01%48,451CommonSOLE
34959J108FTVFORTIVE CORP$1.6M0.01%22,894CommonSOLE
148806102CTLTEURCATALENT INC$1.6M0.01%29,063CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1.5M0.01%15,509CommonSOLE
72352L106PINSPINTEREST INC$1.5M0.01%52,270CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.5M0.01%9,367CommonSOLE
60770K107MRNAMODERNA INC$1.4M0.01%24,027CommonSOLE
45687V106IRINGERSOLL RAND INC$1.4M0.01%15,986CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$1.4M0.01%7,755CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.4M0.01%13,964CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.3M0.01%8,813CommonSOLE
M98068105WIXWIX COM LTD$1.3M0.01%8,671CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.3M0.01%9,016CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$1.3M0.01%13,800CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$1.3M0.01%117,671CommonSOLE
03831W108APPAPPLOVIN CORP$1.3M0.01%10,733CommonSOLE
880770102TERTERADYNE INC$1.2M0.01%10,416CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.2M0.01%19,332CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$1.2M0.01%7,933CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.2M0.01%21,800CommonSOLE
18915M107NETCLOUDFLARE INC$1.2M0.01%16,580CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$1.1M0.01%18,429CommonSOLE
45784P101PODDINSULET CORP$1.1M0.01%5,263CommonSOLE
44332N106HTHTH WORLD GROUP LTD$1.1M0.01%32,479CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1.0M0.01%5,000CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.0M0.01%10,591CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.0M0.01%3,172CommonSOLE
302491303FMCFMC CORP$1.0M0.01%17,040CommonSOLE
60937P106MDBMONGODB INC$1.0M0.01%4,133CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$978,4160.01%2,495CommonSOLE
126117100CNACNA FINL CORP$977,8790.01%22,300CommonSOLE
858119100STLDSTEEL DYNAMICS INC$922,8510.01%8,169CommonSOLE
896239100TRMBTRIMBLE INC$905,9950.01%16,285CommonSOLE
G98239109XPXP INC$888,9230.01%55,300CommonSOLE
226718104CRTOCRITEO S A$887,3320.01%24,610CommonSOLE
15677J108DAYDAYFORCE INC$848,5160.01%15,461CommonSOLE
466313103JBLJABIL INC$810,3190.01%7,547CommonSOLE
45168D104IDXXIDEXX LABS INC$803,0650.01%1,774CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$799,5370.01%12,795CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$758,1290.01%3,007CommonSOLE
74624M102PPURE STORAGE INC$738,3510.00%16,402CommonSOLE
95040Q104WELLWELLTOWER INC$732,6980.00%6,387CommonSOLE
759916109RGENREPLIGEN CORP$717,2640.00%5,379CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$657,8920.00%4,408CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$631,2440.00%44,787CommonSOLE
48553T106BZKANZHUN LIMITED$521,0880.00%33,500CommonSOLE
256163106DOCUDOCUSIGN INC$512,9980.00%9,221CommonSOLE
29414B104EPAMEPAM SYS INC$488,1010.00%2,737CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$484,2940.00%13,866CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$482,3840.00%5,454CommonSOLE
679295105OKTAOKTA INC$470,0000.00%7,056CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$464,0470.00%1,776CommonSOLE
443573100HUBSHUBSPOT INC$458,2220.00%962CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$431,5950.00%1,894CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$430,6350.00%1,483CommonSOLE
90138F102TWLOTWILIO INC$388,0880.00%6,641CommonSOLE
M7S64H106MNDYMONDAY COM LTD$343,9610.00%1,382CommonSOLE
G85158106STNESTONECO LTD$327,8980.00%32,500CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$301,8260.00%11,300CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$285,5800.00%1,932CommonSOLE
151290889CXCEMEX SAB DE CV$278,7510.00%51,000CommonSOLE
683715106OTEXOPEN TEXT CORP$254,8170.00%8,534CommonSOLE
08265T208BSYBENTLEY SYS INC$233,4610.00%5,128CommonSOLE
124765108CAECAE INC$229,7440.00%13,643CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$214,3740.00%17,287CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$199,0390.00%25,800CommonSOLE
46267X108IQIQIYI INC$180,8130.00%70,558CommonSOLE
G4R20B107INTRINTER & CO INC$173,6540.00%29,100CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$163,7540.00%11,171CommonSOLE
496902404KGCKINROSS GOLD CORP$127,1240.00%15,128CommonSOLE

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.