MondegarAI
APG Asset Management N.V.

Q2 2025 · 13F-HR

APG Asset Management N.V.holdings as filed

Filed 2025-08-12 · accession 0001434819-25-000009

$33.77B
Reported value
539
Positions
2025-06-30
Period end
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The Brief · APG Asset Management N.V. · Q2 2025

AI · grounded in 13F

APG Asset Management N.V. established a new position in MSFT valued at $2.69B. The fund also initiated new stakes in NVDA for $2.57B and AAPL for $1.91B. Additional new positions include AMZN at $1.43B and AVGO at $1.18B. Total assets under management stand at $33.77B across 539 positions.

Holdings as filed

First 500 of 539

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$2.69B7.95%6,339,274CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.57B7.62%19,130,016CommonSOLE
037833100AAPLAPPLE INC$1.91B5.65%10,917,706CommonSOLE
023135106AMZNAMAZON COM INC$1.43B4.25%7,673,219CommonSOLE
11135F101AVGOBROADCOM INC$1.18B3.48%5,005,563CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$678.9M2.01%2,748,925CommonSOLE
532457108LLYELI LILLY & CO$578.9M1.71%871,752CommonSOLE
92826C839VVISA INC$518.9M1.54%1,715,644CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$426.0M1.26%2,296,288CommonSOLE
775711104ROLROLLINS INC$414.5M1.23%8,624,178CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$407.5M1.21%851,261CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$394.5M1.17%1,502,718CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$391.1M1.16%774,303CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$353.0M1.05%2,299,751CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$347.3M1.03%1,677,703CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$326.7M0.97%1,197,868CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$322.2M0.95%695,913CommonSOLE
G8473T100STESTERIS PLC$322.1M0.95%1,573,732CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$314.9M0.93%373,448CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$309.2M0.92%1,658,664CommonSOLE
931142103WMTWALMART INC$289.7M0.86%3,478,142CommonSOLE
553498106MSAMSA SAFETY INC$266.4M0.79%1,866,963CommonSOLE
060505104BACBANK AMERICA CORP$264.8M0.78%6,569,430CommonSOLE
742718109PGPROCTER AND GAMBLE CO$251.7M0.75%1,854,641CommonSOLE
89400J107TRUTRANSUNION$238.1M0.71%3,176,128CommonSOLE
00287Y109ABBVABBVIE INC$236.7M0.70%1,497,023CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$229.5M0.68%873,824CommonSOLE
437076102HDHOME DEPOT INC$228.4M0.68%731,135CommonSOLE
863667101SYKSTRYKER CORPORATION$215.5M0.64%639,445CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$214.1M0.63%619,706CommonSOLE
68389X105ORCLORACLE CORP$210.6M0.62%1,130,579CommonSOLE
369604301GEGE AEROSPACE$207.7M0.61%947,137CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$194.7M0.58%1,676,257CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$171.3M0.51%4,646,298CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$169.5M0.50%637,599CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$167.5M0.50%277,890CommonSOLE
00206R102TAT&T INC$166.6M0.49%6,756,372CommonSOLE
278865100ECLECOLAB INC$163.1M0.48%710,546CommonSOLE
50212V100LPLALPL FINL HLDGS INC$162.1M0.48%507,593CommonSOLE
G54950103LINLINDE PLC$162.0M0.48%405,350CommonSOLE
81762P102NOWSERVICENOW INC$161.1M0.48%183,913CommonSOLE
17275R102CSCOCISCO SYS INC$150.6M0.45%2,547,788CommonSOLE
254687106DISDISNEY WALT CO$148.4M0.44%1,404,668CommonSOLE
79466L302CRMSALESFORCE INC$140.8M0.42%605,930CommonSOLE
617446448MSMORGAN STANLEY$131.4M0.39%1,095,102CommonSOLE
032095101APHAMPHENOL CORP NEW$128.3M0.38%1,524,865CommonSOLE
58933Y105MRKMERCK & CO INC$128.2M0.38%1,901,744CommonSOLE
713448108PEPPEPSICO INC$126.2M0.37%1,122,228CommonSOLE
743315103PGRPROGRESSIVE CORP$123.8M0.37%544,663CommonSOLE
872540109TJXTJX COS INC NEW$123.8M0.37%1,176,904CommonSOLE
461202103INTUINTUIT$123.2M0.36%183,586CommonSOLE
872590104TMUST-MOBILE US INC$118.5M0.35%583,653CommonSOLE
172967424CCITIGROUP INC$117.8M0.35%1,623,949CommonSOLE
025816109AXPAMERICAN EXPRESS CO$117.2M0.35%431,414CommonSOLE
65339F101NEENEXTERA ENERGY INC$117.2M0.35%1,981,191CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$115.8M0.34%958,353CommonSOLE
78409V104SPGIS&P GLOBAL INC$115.3M0.34%256,660CommonSOLE
002824100ABTABBOTT LABS$114.5M0.34%988,200CommonSOLE
375558103GILDGILEAD SCIENCES INC$109.5M0.32%1,159,136CommonSOLE
882508104TXNTEXAS INSTRS INC$105.6M0.31%597,195CommonSOLE
031162100AMGNAMGEN INC$104.9M0.31%441,144CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$103.8M0.31%1,306,546CommonSOLE
780087102RYROYAL BK CDA$102.2M0.30%912,063CommonSOLE
580135101MCDMCDONALDS CORP$100.7M0.30%404,700CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$95.8M0.28%1,237,222CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$95.0M0.28%373,070CommonSOLE
717081103PFEPFIZER INC$93.6M0.28%4,534,665CommonSOLE
00724F101ADBEADOBE INC$93.6M0.28%283,951CommonSOLE
09290D101BLKBLACKROCK INC$93.1M0.28%104,164CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$91.8M0.27%1,003,178CommonSOLE
842587107SOSOUTHERN CO$91.4M0.27%1,168,486CommonSOLE
747525103QCOMQUALCOMM INC$88.6M0.26%653,181CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$87.6M0.26%1,127,602CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$87.5M0.26%870,729CommonSOLE
94106L109WMWASTE MGMT INC DEL$87.2M0.26%447,575CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$84.2M0.25%2,134,346CommonSOLE
58155Q103MCKMCKESSON CORP$83.6M0.25%133,961CommonSOLE
H1467J104CBCHUBB LIMITED$80.7M0.24%327,083CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$79.7M0.24%457,014CommonSOLE
G29183103ETNEATON CORP PLC$76.8M0.23%252,429CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$76.6M0.23%201,952CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$76.2M0.23%290,180CommonSOLE
038222105AMATAPPLIED MATLS INC$76.2M0.23%488,600CommonSOLE
244199105DEDEERE & CO$75.0M0.22%173,029CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$74.8M0.22%401,636CommonSOLE
45687V106IRINGERSOLL RAND INC$73.5M0.22%1,037,551CommonSOLE
58733R102MELIMERCADOLIBRE INC$72.6M0.21%32,607CommonSOLE
548661107LOWLOWES COS INC$71.5M0.21%378,428CommonSOLE
82509L107SHOPSHOPIFY INC$71.5M0.21%727,259CommonSOLE
907818108UNPUNION PAC CORP$70.5M0.21%359,548CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$70.0M0.21%144,997CommonSOLE
595112103MUMICRON TECHNOLOGY INC$69.9M0.21%665,538CommonSOLE
20030N101CMCSACOMCAST CORP NEW$68.6M0.20%2,257,424CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$66.9M0.20%369,308CommonSOLE
040413205ANETARISTA NETWORKS INC$66.7M0.20%765,617CommonSOLE
235851102DHRDANAHER CORPORATION$66.4M0.20%394,715CommonSOLE
512807306LRCXLAM RESEARCH CORP$66.0M0.20%796,023CommonSOLE
482480100KLACKLA CORP$65.0M0.19%85,158CommonSOLE
036752103ELVELEVANCE HEALTH INC$64.8M0.19%195,625CommonSOLE
871607107SNPSSYNOPSYS INC$64.7M0.19%148,063CommonSOLE
337738108FISVFISERV INC$63.8M0.19%434,383CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$63.4M0.19%146,183CommonSOLE
615369105MCOMOODYS CORP$63.1M0.19%147,600CommonSOLE
053332102AZOAUTOZONE INC$63.1M0.19%19,940CommonSOLE
12572Q105CMECME GROUP INC$62.2M0.18%264,716CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$61.0M0.18%390,536CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$60.9M0.18%93,233CommonSOLE
74340W103PLDPROLOGIS INC.$59.8M0.18%667,841CommonSOLE
760759100RSGREPUBLIC SVCS INC$59.6M0.18%283,753CommonSOLE
902973304USBUS BANCORP DEL$59.5M0.18%1,544,340CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$59.5M0.18%316,165CommonSOLE
125523100CITHE CIGNA GROUP$58.8M0.17%208,909CommonSOLE
651639106NEMNEWMONT CORP$58.0M0.17%1,169,395CommonSOLE
G5960L103MDTMEDTRONIC PLC$58.0M0.17%781,421CommonSOLE
48251W104KKRKKR & CO INC$57.7M0.17%509,213CommonSOLE
032654105ADIANALOG DEVICES INC$56.3M0.17%277,900CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$55.6M0.16%149,212CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$54.5M0.16%495,914CommonSOLE
172908105CTASCINTAS CORP$53.7M0.16%282,850CommonSOLE
40412C101HCAHCA HEALTHCARE INC$53.6M0.16%164,243CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$53.1M0.16%192,999CommonSOLE
701094104PHPARKER-HANNIFIN CORP$52.1M0.15%87,595CommonSOLE
893641100TDGTRANSDIGM GROUP INC$51.8M0.15%39,981CommonSOLE
09260D107BXBLACKSTONE INC$51.3M0.15%402,900CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$50.4M0.15%221,170CommonSOLE
855244109SBUXSTARBUCKS CORP$49.4M0.15%633,300CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$48.9M0.14%341,857CommonSOLE
126650100CVSCVS HEALTH CORP$48.4M0.14%824,047CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$48.2M0.14%259,197CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$47.8M0.14%622,451CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$47.0M0.14%982,646CommonSOLE
25809K105DASHDOORDASH INC$46.7M0.14%222,521CommonSOLE
458140100INTCINTEL CORP$46.5M0.14%2,434,612CommonSOLE
209115104EDCONSOLIDATED EDISON INC$46.5M0.14%543,413CommonSOLE
95040Q104WELLWELLTOWER INC$46.2M0.14%352,856CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$44.8M0.13%952,183CommonSOLE
29444U700EQIXEQUINIX INC$44.0M0.13%64,982CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$43.1M0.13%425,472CommonSOLE
89832Q109TFCTRUIST FINL CORP$43.0M0.13%1,175,429CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$42.9M0.13%161,760CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$41.8M0.12%660,530CommonSOLE
56501R106MFCMANULIFE FINL CORP$41.7M0.12%1,533,983CommonSOLE
G87052109TELTE CONNECTIVITY PLC$41.4M0.12%288,092CommonSOLE
443201108HWMHOWMET AEROSPACE INC$41.3M0.12%260,304CommonSOLE
654106103NKENIKE INC$40.3M0.12%665,300CommonSOLE
020002101ALLALLSTATE CORP$40.1M0.12%233,625CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$40.0M0.12%133,918CommonSOLE
291011104EMREMERSON ELEC CO$40.0M0.12%351,727CommonSOLE
115236101BROBROWN & BROWN INC$39.7M0.12%420,627CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$39.7M0.12%587,829CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$39.6M0.12%840,600CommonSOLE
704326107PAYXPAYCHEX INC$39.4M0.12%317,891CommonSOLE
219350105GLWCORNING INC$38.5M0.11%860,088CommonSOLE
063671101BMOBANK MONTREAL QUE$38.3M0.11%406,500CommonSOLE
G0403H108AONAON PLC$38.0M0.11%125,100CommonSOLE
833445109SNOWSNOWFLAKE INC$37.4M0.11%196,155CommonSOLE
052769106ADSKAUTODESK INC$37.0M0.11%140,440CommonSOLE
55354G100MSCIMSCI INC$36.8M0.11%74,955CommonSOLE
12504L109CBRECBRE GROUP INC$36.5M0.11%305,786CommonSOLE
722304102PDDPDD HOLDINGS INC$36.5M0.11%409,328CommonSOLE
34959E109FTNTFORTINET INC$36.4M0.11%404,017CommonSOLE
98978V103ZTSZOETIS INC$36.2M0.11%272,563CommonSOLE
59156R108METMETLIFE INC$36.0M0.11%525,299CommonSOLE
92343E102VRSNVERISIGN INC$35.9M0.11%145,835CommonSOLE
G25508105CRHCRH PLC$35.0M0.10%446,971CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$34.8M0.10%165,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$34.7M0.10%77,475CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$34.4M0.10%224,868CommonSOLE
001055102AFLAFLAC INC$34.2M0.10%380,473CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$34.0M0.10%516,138CommonSOLE
770700102HOODROBINHOOD MKTS INC$34.0M0.10%426,300CommonSOLE
136375102CNICANADIAN NATL RY CO$33.9M0.10%382,900CommonSOLE
988498101YUMYUM BRANDS INC$33.8M0.10%268,000CommonSOLE
05464C101AXONAXON ENTERPRISE INC$33.8M0.10%47,918CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$33.6M0.10%373,900CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$33.5M0.10%3,329,800CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$33.1M0.10%498,128CommonSOLE
084423102WRBBERKLEY W R CORP$33.0M0.10%527,072CommonSOLE
969457100WMBWILLIAMS COS INC$33.0M0.10%616,506CommonSOLE
057665200BCPCBALCHEM CORP$32.3M0.10%238,458CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$32.2M0.10%170,729CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$32.2M0.10%715,459CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$31.9M0.09%528,500CommonSOLE
92840M102VSTVISTRA CORP$31.8M0.09%192,548CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$31.6M0.09%507,147CommonSOLE
30161N101EXCEXELON CORP$31.6M0.09%854,426CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$31.3M0.09%289,676CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$31.1M0.09%400,700CommonSOLE
366651107ITGARTNER INC$30.4M0.09%88,218CommonSOLE
744320102PRUPRUDENTIAL FINL INC$30.3M0.09%330,874CommonSOLE
98138H101WDAYWORKDAY INC$30.2M0.09%147,844CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$30.0M0.09%411,074CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29.7M0.09%123,800CommonSOLE
H2906T109GRMNGARMIN LTD$29.5M0.09%166,100CommonSOLE
380237107GDDYGODADDY INC$29.5M0.09%192,017CommonSOLE
126408103CSXCSX CORP$29.2M0.09%1,052,000CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$29.2M0.09%370,100CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$28.8M0.09%237,900CommonSOLE
29364G103ETRENTERGY CORP NEW$28.7M0.09%405,922CommonSOLE
98419M100XYLXYLEM INC$28.2M0.08%256,277CommonSOLE
18915M107NETCLOUDFLARE INC$28.2M0.08%169,000CommonSOLE
12514G108CDWCDW CORP$28.2M0.08%185,305CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$28.2M0.08%177,242CommonSOLE
929236107WDFCWD 40 CO$27.5M0.08%141,736CommonSOLE
693718108PCARPACCAR INC$27.5M0.08%339,300CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$27.5M0.08%262,946CommonSOLE
911363109URIUNITED RENTALS INC$27.4M0.08%42,685CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$27.3M0.08%125,300CommonSOLE
125896100CMSCMS ENERGY CORP$27.2M0.08%460,595CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$27.2M0.08%407,977CommonSOLE
219948106CPAYCORPAY INC$27.0M0.08%95,687CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$27.0M0.08%348,700CommonSOLE
217204106CPRTCOPART INC$27.0M0.08%646,942CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$27.0M0.08%228,101CommonSOLE
64110D104NTAPNETAPP INC$26.8M0.08%295,508CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$26.7M0.08%194,922CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$26.3M0.08%240,591CommonSOLE
92939U106WECWEC ENERGY GROUP INC$26.2M0.08%295,101CommonSOLE
253868103DLRDIGITAL RLTY TR INC$26.1M0.08%175,500CommonSOLE
075887109BDXBECTON DICKINSON & CO$25.4M0.08%173,402CommonSOLE
761152107RMDRESMED INC$25.4M0.08%115,739CommonSOLE
285512109EAELECTRONIC ARTS INC$25.3M0.07%186,016CommonSOLE
031100100AMEAMETEK INC$24.9M0.07%161,751CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$24.9M0.07%190,493CommonSOLE
69370C100PTCPTC INC$24.8M0.07%169,035CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$24.8M0.07%142,930CommonSOLE
G6683N103NUNU HLDGS LTD$24.3M0.07%2,077,772CommonSOLE
03076C106AMPAMERIPRISE FINL INC$24.3M0.07%53,400CommonSOLE
370334104GISGENERAL MLS INC$24.3M0.07%550,059CommonSOLE
315616102FFIVF5 INC$23.8M0.07%94,881CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$23.7M0.07%842,600CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$23.5M0.07%278,387CommonSOLE
816851109SRESEMPRA$23.4M0.07%363,200CommonSOLE
29476L107EQREQUITY RESIDENTIAL$23.1M0.07%401,300CommonSOLE
501044101KRKROGER CO$23.0M0.07%376,800CommonSOLE
311900104FASTFASTENAL CO$22.7M0.07%635,100CommonSOLE
384802104GWWGRAINGER W W INC$22.6M0.07%25,500CommonSOLE
303250104FICOFAIR ISAAC CORP$22.6M0.07%14,483CommonSOLE
233331107DTEDTE ENERGY CO$22.3M0.07%197,893CommonSOLE
922475108VEEVVEEVA SYS INC$22.3M0.07%90,696CommonSOLE
929740108WABWABTEC$22.1M0.07%124,021CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$22.1M0.07%88,400CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$21.9M0.06%385,435CommonSOLE
87612E106TGTTARGET CORP$21.8M0.06%259,800CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$21.6M0.06%301,202CommonSOLE
023608102AEEAMEREN CORP$21.3M0.06%260,047CommonSOLE
231021106CMICUMMINS INC$21.3M0.06%76,200CommonSOLE
570535104MKLMARKEL GROUP INC$21.2M0.06%12,438CommonSOLE
049560105ATOATMOS ENERGY CORP$21.1M0.06%160,339CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$21.0M0.06%392,900CommonSOLE
78463M107SPSCSPS COMM INC$20.6M0.06%177,476CommonSOLE
23331A109DHID R HORTON INC$20.5M0.06%186,914CommonSOLE
22822V101CCICROWN CASTLE INC$20.5M0.06%233,900CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$20.3M0.06%293,400CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$20.2M0.06%77,400CommonSOLE
345370860FFORD MTR CO$20.0M0.06%2,160,300CommonSOLE
871829107SYYSYSCO CORP$19.8M0.06%306,946CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$19.8M0.06%241,797CommonSOLE
852234103XYZBLOCK INC$19.3M0.06%333,428CommonSOLE
294429105EFXEQUIFAX INC$19.2M0.06%86,967CommonSOLE
49177J102KVUEKENVUE INC$19.1M0.06%1,069,500CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$19.0M0.06%91,700CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$18.4M0.05%146,590CommonSOLE
316773100FITBFIFTH THIRD BANCORP$18.4M0.05%525,064CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$18.0M0.05%90,147CommonSOLE
G0250X107AMCRAMCOR PLC$18.0M0.05%2,298,470CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18.0M0.05%63,500CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$18.0M0.05%317,500CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$17.9M0.05%298,700CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$17.8M0.05%28,494CommonSOLE
631103108NDAQNASDAQ INC$17.7M0.05%232,700CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$17.6M0.05%139,600CommonSOLE
172062101CINFCINCINNATI FINL CORP$17.5M0.05%138,200CommonSOLE
252131107DXCMDEXCOM INC$17.5M0.05%234,798CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$17.4M0.05%173,353CommonSOLE
444859102HUMHUMANA INC$17.4M0.05%83,615CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$17.3M0.05%273,984CommonSOLE
281020107EIXEDISON INTL$17.1M0.05%387,952CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$17.0M0.05%99,700CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$16.9M0.05%673,935CommonSOLE
049468101TEAMATLASSIAN CORPORATION$16.9M0.05%97,509CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$16.9M0.05%3,420CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$16.8M0.05%74,214CommonSOLE
15135B101CNCCENTENE CORP DEL$16.8M0.05%363,851CommonSOLE
278642103EBAYEBAY INC.$16.5M0.05%260,900CommonSOLE
67077M108NTRNUTRIEN LTD$16.3M0.05%330,000CommonSOLE
540424108LLOEWS CORP$16.1M0.05%205,700CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$15.9M0.05%62,762CommonSOLE
297178105ESSESSEX PPTY TR INC$15.8M0.05%65,400CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15.7M0.05%228,500CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$15.6M0.05%105,800CommonSOLE
03662Q105AKXANSYS INC$15.6M0.05%52,154CommonSOLE
98980G102ZSZSCALER INC$15.5M0.05%57,862CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$15.4M0.05%125,628CommonSOLE
941848103WATWATERS CORP$15.4M0.05%51,921CommonSOLE
55261F104MTBM & T BK CORP$15.3M0.05%92,400CommonSOLE
668771108GENGEN DIGITAL INC$15.2M0.05%607,657CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$15.1M0.04%15,121CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$14.6M0.04%384,130CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14.6M0.04%214,496CommonSOLE
857477103STTSTATE STR CORP$14.6M0.04%160,700CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$14.4M0.04%1,475,109CommonSOLE
46284V101IRMIRON MTN INC DEL$14.4M0.04%164,400CommonSOLE
12532H104GIBCGI INC$14.3M0.04%160,703CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$14.3M0.04%215,970CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$14.3M0.04%387,500CommonSOLE
443573100HUBSHUBSPOT INC$14.3M0.04%30,082CommonSOLE
018802108LNTALLIANT ENERGY CORP$14.2M0.04%275,709CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$14.2M0.04%200,685CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$14.1M0.04%101,700CommonSOLE
25746U109DDOMINION ENERGY INC$13.8M0.04%286,746CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$13.8M0.04%15,295CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$13.7M0.04%167,318CommonSOLE
45337C102INCYINCYTE CORP$13.6M0.04%234,011CommonSOLE
256746108DLTRDOLLAR TREE INC$13.5M0.04%160,517CommonSOLE
46266C105IQVIQVIA HLDGS INC$13.5M0.04%100,739CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$13.5M0.04%231,100CommonSOLE
550021109LULULULULEMON ATHLETICA INC$13.4M0.04%66,100CommonSOLE
482497104BEKEKE HLDGS INC$13.4M0.04%884,600CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$13.3M0.04%95,600CommonSOLE
92276F100VTRVENTAS INC$13.1M0.04%243,100CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$13.1M0.04%134,195CommonSOLE
133131102CPTCAMDEN PPTY TR$12.7M0.04%132,000CommonSOLE
518439104ELLAUDER ESTEE COS INC$12.3M0.04%178,972CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$12.3M0.04%246,400CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$12.3M0.04%294,300CommonSOLE
833034101SNASNAP ON INC$12.3M0.04%46,300CommonSOLE
693506107PPGPPG INDS INC$12.2M0.04%126,000CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$12.2M0.04%389,913CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$12.0M0.04%27,558CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12.0M0.04%123,300CommonSOLE
92338C103VLTOVERALTO CORP$11.8M0.03%137,300CommonSOLE
665859104NTRSNORTHERN TR CORP$11.7M0.03%108,400CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$11.5M0.03%804,400CommonSOLE
72352L106PINSPINTEREST INC$11.4M0.03%372,996CommonSOLE
682189105ONON SEMICONDUCTOR CORP$11.2M0.03%251,261CommonSOLE
45784P101PODDINSULET CORP$11.2M0.03%41,709CommonSOLE
496902404KGCKINROSS GOLD CORP$11.2M0.03%839,387CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$11.1M0.03%177,951CommonSOLE
958102105WDCWESTERN DIGITAL CORP$11.1M0.03%204,173CommonSOLE
30040W108ESEVERSOURCE ENERGY$11.1M0.03%204,300CommonSOLE
34959J108FTVFORTIVE CORP$11.0M0.03%247,374CommonSOLE
36165L108GDSGDS HLDGS LTD$11.0M0.03%421,577CommonSOLE
87971M103TUTELUS CORPORATION$10.8M0.03%793,032CommonSOLE
349553107FTSFORTIS INC$10.8M0.03%266,200CommonSOLE
37959E102GLGLOBE LIFE INC$10.7M0.03%101,303CommonSOLE
189054109CLXCLOROX CO DEL$10.7M0.03%104,600CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$10.6M0.03%610,208CommonSOLE
902653104UDRUDR INC$10.6M0.03%305,300CommonSOLE
09062X103BIIBBIOGEN INC$10.5M0.03%98,295CommonSOLE
90384S303ULTAULTA BEAUTY INC$10.4M0.03%26,100CommonSOLE
504922105LHLABCORP HOLDINGS INC$10.4M0.03%46,500CommonSOLE
443510607HUBBHUBBELL INC$10.3M0.03%29,600CommonSOLE
745867101PHMPULTE GROUP INC$10.3M0.03%114,200CommonSOLE
758849103REGREGENCY CTRS CORP$10.2M0.03%168,500CommonSOLE
071813109BAXBAXTER INTL INC$10.2M0.03%394,487CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10.2M0.03%507,600CommonSOLE
23804L103DDOGDATADOG INC$10.2M0.03%88,746CommonSOLE
042068205ARMARM HOLDINGS PLC$10.2M0.03%73,700CommonSOLE
372460105GPCGENUINE PARTS CO$10.1M0.03%98,100CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10.1M0.03%122,900CommonSOLE
303075105FDSFACTSET RESH SYS INC$10.0M0.03%26,300CommonSOLE
13321L108CCJCAMECO CORP$10.0M0.03%158,433CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$10.0M0.03%325,834CommonSOLE
G2519Y108BAPCREDICORP LTD$9.9M0.03%51,926CommonSOLE
436440101HO1HOLOGIC INC$9.8M0.03%176,492CommonSOLE
90138F102TWLOTWILIO INC$9.6M0.03%90,412CommonSOLE
268150109DTDYNATRACE INC$9.5M0.03%201,140CommonSOLE
37940X102GPNGLOBAL PMTS INC$9.4M0.03%137,900CommonSOLE
679295105OKTAOKTA INC$9.4M0.03%110,101CommonSOLE
74935Q107RBARB GLOBAL INC$9.3M0.03%103,000CommonSOLE
579780206MKCMCCORMICK & CO INC$9.3M0.03%143,426CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$9.2M0.03%118,839CommonSOLE
422806208HEI/AHEICO CORP NEW$9.1M0.03%41,300CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$9.1M0.03%102,455CommonSOLE
05534B760BCEBCE INC$9.0M0.03%478,953CommonSOLE
149123101CATCATERPILLAR INC$9.0M0.03%27,293CommonSOLE
058498106BALLBALL CORP$9.0M0.03%187,400CommonSOLE
878742204TECKTECK RESOURCES LTD$9.0M0.03%260,409CommonSOLE
46187W107INVHINVITATION HOMES INC$8.9M0.03%318,300CommonSOLE
896239100TRMBTRIMBLE INC$8.8M0.03%136,100CommonSOLE
493267108KEYKEYCORP$8.8M0.03%591,500CommonSOLE
695156109PKGPACKAGING CORP AMER$8.7M0.03%54,500CommonSOLE
526107107LIILENNOX INTL INC$8.7M0.03%17,900CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8.5M0.03%126,200CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$8.5M0.03%197,800CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$8.4M0.02%176,400CommonSOLE
336433107FSLRFIRST SOLAR INC$8.4M0.02%59,500CommonSOLE
571903202MARMARRIOTT INTL INC NEW$8.3M0.02%35,610CommonSOLE
574599106MASMASCO CORP$8.3M0.02%150,553CommonSOLE
892672106TWTRADEWEB MKTS INC$8.2M0.02%65,600CommonSOLE
15101Q207CLSCELESTICA INC$8.1M0.02%61,200CommonSOLE
G7S00T104PNRPENTAIR PLC$8.0M0.02%91,300CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$7.7M0.02%162,100CommonSOLE
866674104SUISUN CMNTYS INC$7.5M0.02%69,700CommonSOLE
125269100CFCF INDS HLDGS INC$7.5M0.02%95,700CommonSOLE
452327109ILMNILLUMINA INC$7.4M0.02%91,477CommonSOLE
228368106CCKCROWN HLDGS INC$7.4M0.02%84,399CommonSOLE
G3265R107APTVAPTIV PLC$7.4M0.02%127,100CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$7.2M0.02%146,700CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$7.2M0.02%201,433CommonSOLE
290876101EMAEMERA INC$7.0M0.02%180,548CommonSOLE
880770102TERTERADYNE INC$7.0M0.02%91,600CommonSOLE
422806109HEIHEICO CORP NEW$7.0M0.02%25,000CommonSOLE
122017106BURLBURLINGTON STORES INC$6.9M0.02%35,000CommonSOLE
G3223R108EGEVEREST GROUP LTD$6.9M0.02%23,900CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$6.9M0.02%28,200CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$6.8M0.02%209,682CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$6.8M0.02%1,594,400CommonSOLE
681919106OMCOMNICOM GROUP INC$6.8M0.02%110,600CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$6.7M0.02%41,617CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$6.7M0.02%25,012CommonSOLE
36828A101GEVGE VERNOVA INC$6.6M0.02%14,638CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$6.6M0.02%18,414CommonSOLE
98954M200ZZILLOW GROUP INC$6.5M0.02%109,700CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.5M0.02%60,578CommonSOLE
92936U109WPCWP CAREY INC$6.4M0.02%120,700CommonSOLE
14316J108CGCARLYLE GROUP INC$6.4M0.02%146,400CommonSOLE
086516101BBYBEST BUY INC$6.3M0.02%110,400CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$6.2M0.02%183,600CommonSOLE
45167R104IEXIDEX CORP$6.2M0.02%41,700CommonSOLE
670346105NUENUCOR CORP$6.2M0.02%56,455CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$6.1M0.02%36,000CommonSOLE
35137L105FOXAFOX CORP$6.0M0.02%125,900CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$6.0M0.02%30,400CommonSOLE
714046109RVTYREVVITY INC$6.0M0.02%72,370CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$5.8M0.02%67,208CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$5.8M0.02%183,281CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$5.8M0.02%387,400CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.8M0.02%67,012CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$5.7M0.02%89,100CommonSOLE
91879Q109MTNVAIL RESORTS INC$5.6M0.02%42,172CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$5.6M0.02%45,900CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$5.6M0.02%25,700CommonSOLE
N20944109CNHCNH INDL N V$5.6M0.02%504,500CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$5.6M0.02%106,000CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5.5M0.02%88,100CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$5.4M0.02%114,458CommonSOLE
03852U106ARMKARAMARK$5.3M0.02%149,700CommonSOLE
85472N109STNSTANTEC INC$5.3M0.02%57,600CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$5.3M0.02%451,900CommonSOLE
929160109VMCVULCAN MATLS CO$5.3M0.02%23,746CommonSOLE
73278L105POOLPOOL CORP$5.2M0.02%21,100CommonSOLE
31428X106FDXFEDEX CORP$5.2M0.02%27,029CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$5.2M0.02%318,400CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$5.2M0.02%395,200CommonSOLE
H11356104BGBUNGE GLOBAL SA$5.2M0.02%75,500CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.1M0.02%88,304CommonSOLE
60770K107MRNAMODERNA INC$5.1M0.02%215,700CommonSOLE
143130102KMXCARMAX INC$5.0M0.01%88,200CommonSOLE
02005N100ALLYALLY FINL INC$5.0M0.01%151,800CommonSOLE
83304A106SNAPSNAP INC$5.0M0.01%680,000CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$5.0M0.01%86,300CommonSOLE
G02602103DOXAMDOCS LTD$5.0M0.01%64,000CommonSOLE
559222401MGAMAGNA INTL INC$4.9M0.01%149,800CommonSOLE
011532108AGIALAMOS GOLD INC NEW$4.9M0.01%217,600CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$4.9M0.01%58,531CommonSOLE
09075V102BNTXBIONTECH SE$4.8M0.01%53,100CommonSOLE
784117103SEICSEI INVTS CO$4.8M0.01%62,600CommonSOLE
29414B104EPAMEPAM SYS INC$4.7M0.01%31,500CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$4.7M0.01%295,600CommonSOLE
05352A100AVTRAVANTOR INC$4.7M0.01%409,979CommonSOLE
101121101BXPBXP INC$4.7M0.01%81,200CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$4.6M0.01%53,913CommonSOLE
36118L106FUTUFUTU HLDGS LTD$4.6M0.01%43,400CommonSOLE
501889208LKQLKQ CORP$4.5M0.01%143,900CommonSOLE
81141R100SESEA LTD$4.5M0.01%32,751CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$4.5M0.01%41,500CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$4.5M0.01%213,400CommonSOLE
565394103CARTMAPLEBEAR INC$4.4M0.01%113,800CommonSOLE
124765108CAECAE INC$4.3M0.01%174,100CommonSOLE
277432100EMNEASTMAN CHEM CO$4.3M0.01%66,900CommonSOLE
15677J108DAYDAYFORCE INC$4.2M0.01%89,500CommonSOLE
29530P102ERIEERIE INDTY CO$4.2M0.01%14,200CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$4.1M0.01%131,438CommonSOLE
09073M104TECHBIO-TECHNE CORP$3.9M0.01%88,800CommonSOLE
115637209BF/BBROWN FORMAN CORP$3.9M0.01%169,300CommonSOLE
682680103OKEONEOK INC NEW$3.8M0.01%54,970CommonSOLE
247361702DALDELTA AIR LINES INC DEL$3.8M0.01%91,000CommonSOLE
683715106OTEXOPEN TEXT CORP$3.6M0.01%145,800CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$3.6M0.01%85,500CommonSOLE
67059N108NTNXNUTANIX INC$3.6M0.01%54,866CommonSOLE
35137L204FOXFOX CORP$3.5M0.01%80,200CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.5M0.01%120,550CommonSOLE
23918K108DVADAVITA INC$3.5M0.01%28,536CommonSOLE
354613101BENFRANKLIN RESOURCES INC$3.5M0.01%170,300CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.4M0.01%38,969CommonSOLE
750940108RALRALLIANT CORP$3.4M0.01%81,236CommonSOLE
771049103RBLXROBLOX CORP$3.3M0.01%36,801CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$3.1M0.01%20,800CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.1M0.01%14,859CommonSOLE
87241L109TFIITFI INTL INC$3.1M0.01%39,990CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$3.0M0.01%44,900CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3.0M0.01%80,384CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$2.9M0.01%75,759CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$2.8M0.01%110,800CommonSOLE
226718104CRTOCRITEO S A$2.7M0.01%130,970CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$2.5M0.01%152,971CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.5M0.01%18,127CommonSOLE
009066101ABNBAIRBNB INC$2.5M0.01%22,067CommonSOLE

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.