MondegarAI
Quantitative Investment Management, LLC

Q3 2025 · 13F-HR

Quantitative Investment Management, LLCholdings as filed

Filed 2025-11-13 · accession 0001445911-25-000023

$719,192
Reported value
322
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Quantitative Investment Management, LLC · Q3 2025

AI · grounded in 13F

Quantitative Investment Management, LLC established a new position in TSLA valued at $35,007. The fund also initiated new stakes in NVDA for $28,342 and PLTR for $25,653. Other new additions include XLU and XLE.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATesla Inc$35,0074.87%78,719CommonSOLE
67066G104NVDANvidia Corp$28,3423.94%151,906CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$25,6533.57%140,627CommonSOLE
81369Y886XLUSPDR S&P Utilities ETF$21,9803.06%252,036CommonSOLE
81369Y506XLESPDR Energy Select Sector Fund$21,2532.96%237,894CommonSOLE
573874104MRVLMarvell Technology Group Ltd$20,4772.85%243,580CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$17,8052.48%87,443CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$16,9462.36%104,743CommonSOLE
46438R105ETHAiShares Ethereum Trust ETF$16,0672.23%509,918CommonSOLE
532457108LLYELI LILLY AND CO$14,6512.04%19,202CommonSOLE
76655K103RGTIRigetti Computing Inc$14,4282.01%484,337CommonSOLE
038222105AMATApplied Materials Inc$13,9281.94%68,028CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$13,1251.82%173,877CommonSOLE
46222L108IONQIONQ Inc$12,1581.69%197,700CommonSOLE
670100205NVONOVO NORDISK A/S$11,0251.53%198,699CommonSOLE
433000106HIMSHims & Hers Health Inc$10,3021.43%181,633CommonSOLE
00214Q104ARKKARK Innovation ETF$10,2201.42%118,425CommonSOLE
68389X105ORCLOracle Corp$8,6211.20%30,655CommonSOLE
81369Y605XLFSPDR S&P Financial ETF$8,4881.18%157,580CommonSOLE
931142103WMTWalmart Inc$8,4821.18%82,309CommonSOLE
907818108UNPUNION PACIFIC CORP$8,3621.16%35,378CommonSOLE
N07059210ASMLASML HOLDING N.V.$7,6791.07%7,933CommonSOLE
256746108DLTRDollar Tree Inc$7,6241.06%80,793CommonSOLE
86800U302SMCISuper Micro Computer Inc$7,1390.99%148,924CommonSOLE
G1151C101ACNAccenture Plc$7,0730.98%28,685CommonSOLE
594918104MSFTMicrosoft Corp$6,3450.88%12,252CommonSOLE
256677105DGDollar General Corp$6,1910.86%59,911CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$5,9280.82%12,089CommonSOLE
718172109PMPhilip Morris International Inc$5,8600.81%36,132CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5,6330.78%33,667CommonSOLE
337738108FISVFiserv Inc$5,6150.78%43,557CommonSOLE
76954A103RIVNRivian Automotive Inc$5,6120.78%382,298CommonSOLE
722304102PDDPDD Holdings Inc$5,2070.72%39,402CommonSOLE
500767306KWEBKraneShares CSI China Internet ETF$5,1710.72%123,104CommonSOLE
580135101MCDMCDONALD'S CORP$4,9740.69%16,371CommonSOLE
459200101IBMInternational Business Machines Corp$4,8400.67%17,156CommonSOLE
770700102HOODRobinhood Markets Inc$4,6610.65%32,560CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4,5400.63%9,361CommonSOLE
92189F676SMHVanEck Semiconductor ETF$4,4630.62%13,678CommonSOLE
934423104WBDWarner Bros Disc Inc$4,0860.57%209,217CommonSOLE
G6683N103NUNu Holdings Ltd Cl A$3,7500.52%234,256CommonSOLE
464287523SOXXiShares Semiconductor ETF$3,5820.50%13,214CommonSOLE
852234103XYZBlock Inc$3,5700.50%49,399CommonSOLE
974155103WINGWingstop Inc$3,3850.47%13,451CommonSOLE
949746101WMT2Wells Fargo & Co$3,1820.44%37,972CommonSOLE
126650100CVSCvs Health Corp$3,1170.43%41,355CommonSOLE
871607107SNPSSynopsys Inc$3,0680.43%6,219CommonSOLE
632307104NTRANatera Inc$3,0040.42%18,662CommonSOLE
34959E109FTNTFortinet Inc$2,9760.41%35,395CommonSOLE
539830109LMTLockheed Martin Corp$2,9630.41%5,937CommonSOLE
747525103QCOMQualcomm Inc$2,7940.39%16,800CommonSOLE
988498101YUMYUM! BRANDS INC$2,7690.39%18,220CommonSOLE
81369Y803XLKSPDR S&P Technology ETF$2,7370.38%9,714CommonSOLE
98422D105XPEVXpeng Inc$2,7200.38%116,157CommonSOLE
55087P104LYFTLYFT Inc$2,6740.37%121,508CommonSOLE
941848103WATWaters Corp$2,6150.36%8,723CommonSOLE
79466L302CRMSalesforce Inc$2,5950.36%10,951CommonSOLE
110448107BTIBritish American Tobacco Industries$2,5740.36%48,494CommonSOLE
G29183103ETNEATON CORP PLC$2,5460.35%6,804CommonSOLE
90353T100UBERUber Technologies Inc$2,4800.34%25,321CommonSOLE
216648501COOCooper Companies Inc$2,4690.34%36,024CommonSOLE
46266C105IQVIqvia Holdings Inc$2,4220.34%12,754CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2,3900.33%28,615CommonSOLE
78468R556XOPSPDR S&P Oil & Gas Exploration & Product$2,3870.33%18,062CommonSOLE
98980L101ZNGAZoom Communications Inc$2,3340.32%28,300CommonSOLE
020002101ALLAllstate Corp (The)$2,3080.32%10,753CommonSOLE
30231G102XOMExxon Mobil Corp$2,2710.32%20,146CommonSOLE
98138H101WDAYWorkday Inc$2,2340.31%9,281CommonSOLE
443573100HUBSHUBSPOT INC$2,2140.31%4,733CommonSOLE
92276F100VTRVentas Inc$2,1730.30%31,059CommonSOLE
92345Y106VRSKVerisk Analytics Inc$2,0460.28%8,137CommonSOLE
969457100WMBWILLIAMS COMPANIES INC (THE)$2,0280.28%32,019CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$2,0040.28%88,021CommonSOLE
18452B209CLSKCleanspark Inc$1,9590.27%135,126CommonSOLE
49456B101KMIKinder Morgan Inc$1,9410.27%68,597CommonSOLE
31488V107FERGFerguson Enterprises Inc$1,9380.27%8,632CommonSOLE
30161N101EXCEXELON CORP$1,9350.27%43,008CommonSOLE
69351T106PPLPPL CORP$1,8940.26%50,982CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$1,7770.25%27,675CommonSOLE
574795100MASIMasimo Corp$1,7740.25%12,025CommonSOLE
H1467J104CBChubb Limited$1,7410.24%6,171CommonSOLE
29786A106ETSYEtsy Inc$1,7390.24%26,201CommonSOLE
87612E106TGTTARGET CORP$1,7140.24%19,115CommonSOLE
260557103DOWDOW INC$1,7100.24%74,597CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1,6470.23%14,376CommonSOLE
81663L200WGSGeneDx Holdings Corp$1,6230.23%15,071CommonSOLE
049468101TEAMAtlassian Corporation PLC$1,6140.22%10,110CommonSOLE
92537N108VRTVertiv Holdings Co$1,6010.22%10,616CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$1,5930.22%19,179CommonSOLE
G3265R107APTVAptiv Holdings Ltd.$1,5620.22%18,121CommonSOLE
518439104ELESTEE LAUDER COMPANIES INC (THE)$1,5540.22%17,646CommonSOLE
075887109BDXBECTON DICKINSON AND CO$1,5480.22%8,273CommonSOLE
78464A888XHBSPDR S&P Homebuilders ETF$1,5170.21%13,694CommonSOLE
143658300CCL1EURCarnival Corp$1,4940.21%51,706CommonSOLE
457642205INODINNODATA INC$1,4930.21%19,377CommonSOLE
81141R100SESea Ltd$1,4780.21%8,271CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$1,4620.20%4,867CommonSOLE
704326107PAYXPaychex Inc$1,4560.20%11,491CommonSOLE
26622P107DOCSDoximity Inc$1,4260.20%19,503CommonSOLE
910047109UALUnited Airlines Holdings Inc$1,4180.20%14,702CommonSOLE
053332102AZOAUTOZONE INC$1,4150.20%330CommonSOLE
461202103INTUIntuit Inc$1,4120.20%2,068CommonSOLE
N53745100LYBLyondellBasell Industries NV$1,3940.19%28,435CommonSOLE
08975B109BBAIBigBearai Holdings Inc$1,3890.19%213,174CommonSOLE
74762E102QUREQuanta Services Inc$1,3830.19%3,338CommonSOLE
464286400EWZiShares MSCI Brazil ETF$1,3730.19%44,303CommonSOLE
24703L202DELLDell Technologies Inc$1,3660.19%9,637CommonSOLE
294821608ERICTelefonaktiebolaget LM Ericsson$1,3490.19%163,228CommonSOLE
233331107DTEDTE ENERGY COMPANY$1,3480.19%9,533CommonSOLE
416515104HIGHartford Insurance Group Inc$1,3230.18%9,921CommonSOLE
98389B100XELXcel Energy Inc$1,2950.18%16,061CommonSOLE
35969L108YMMFull Truck Alliance Co Ltd$1,2900.18%99,525CommonSOLE
303250104FICOFair Isaac Corp$1,2880.18%861CommonSOLE
60937P106MDBMongoDB Inc Cl A$1,2640.18%4,074CommonSOLE
19247G107COHRCoherent Corp$1,2570.17%11,672CommonSOLE
596278101MIDDTHE MIDDLEBY CORP$1,2520.17%9,424CommonSOLE
872540109TJXTJX COMPANIES INC (THE)$1,2270.17%8,490CommonSOLE
911363109URIUnited Rentals Inc$1,2190.17%1,277CommonSOLE
29250N105ENBEnbridge Inc$1,2180.17%24,153CommonSOLE
368736104GNRCGenerac Holdlings Inc$1,2180.17%7,279CommonSOLE
291011104EMREmerson Electric Co$1,2090.17%9,221CommonSOLE
30063P105EXKEXACT Sciences Corp$1,1880.17%21,732CommonSOLE
47215P106JDJD.com Inc$1,1570.16%33,084CommonSOLE
N20944109CNHCNH Industrial NV$1,1340.16%104,526CommonSOLE
89055F103BLDTopBuild Corp$1,1280.16%2,888CommonSOLE
345370860FFord Motor Co$1,1030.15%92,242CommonSOLE
191216100KOCOCA-COLA CO (THE)$1,1000.15%16,597CommonSOLE
89677Q107TCOMTrip.com Group Ltd$1,0980.15%14,606CommonSOLE
29362U104ENTGEntegris Inc$1,0580.15%11,449CommonSOLE
718546104PSXPhillips 66$1,0490.15%7,718CommonSOLE
74834L100DGXQuest Diagnostics Inc$1,0310.14%5,414CommonSOLE
149123101CATCaterpillar Inc$1,0310.14%2,161CommonSOLE
878742204TECKTeck Resources Ltd$1,0150.14%23,144CommonSOLE
00217D100ASTSAst Spacemobile Inc$1,0100.14%20,592CommonSOLE
69331C108PCGPG&E Corp$1,0020.14%66,489CommonSOLE
68902V107OTISOTIS Worldwide Corp$9990.14%10,933CommonSOLE
235851102DHRDanaher Corp$9920.14%5,007CommonSOLE
443201108HWMHowmet Aerospace$9870.14%5,032CommonSOLE
85208M102SFMSprouts Farmers Market Inc$9780.14%8,991CommonSOLE
03831W108APPApplovin Corp$9700.13%1,351CommonSOLE
34959J108FTVFortive Corporation$9690.13%19,790CommonSOLE
89417E109TRVTHE TRAVELERS COMPANIES INC$9630.13%3,449CommonSOLE
30040W108ESEVERSOURCE ENERGY$9450.13%13,288CommonSOLE
713448108PEPPepsico Inc$9370.13%6,673CommonSOLE
12572Q105CMECME Group Inc$9290.13%3,440CommonSOLE
87256C101TKOTKO Group Holdings Inc$9280.13%4,595CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S.A.- PETROBRAS$9050.13%71,541CommonSOLE
252131107DXCMDexCom Inc$9050.13%13,457CommonSOLE
337932107FEFirstEnergy Corp$8860.12%19,346CommonSOLE
67103H107ORLYO'reilly Automotive Inc$8730.12%8,102CommonSOLE
548661107LOWLOWE'S COMPANIES INC$8690.12%3,460CommonSOLE
457730109INSPInspire Medical Systems Inc$8670.12%11,692CommonSOLE
22410J106CBRLCRACKER BARREL OLD COUNTRY STORE INC$8670.12%19,678CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$8630.12%13,649CommonSOLE
95040Q104WELLWelltower Inc$8550.12%4,800CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$8530.12%2,963CommonSOLE
G4705A100ICLRICON PLC$8410.12%4,808CommonSOLE
26884L109EQTEQT CORP$8390.12%15,431CommonSOLE
31428X106FDXFedEx Corp$8320.12%3,532CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$8250.11%2,616CommonSOLE
23804L103DDOGDatadog Inc$8050.11%5,658CommonSOLE
40131M109GHGuardant Health Inc$8040.11%12,873CommonSOLE
45687V106IRIngersoll Rand Inc$7990.11%9,678CommonSOLE
15643U104LEUCentrus Energy Corp$7950.11%2,566CommonSOLE
45784P101PODDInsulet Corp$7850.11%2,543CommonSOLE
166764100CVXCHEVRON CORP$7670.11%4,942CommonSOLE
364760108GAPGAP INC (THE)$7660.11%35,823CommonSOLE
12769G100CZRCaesars Entertainment Inc$7630.11%28,247CommonSOLE
687793109OSCROscar Health Inc$7620.11%40,287CommonSOLE
855244109SBUXStarbucks Corp$7590.11%8,976CommonSOLE
16119P108CHTRCharter Communications Inc$7540.10%2,741CommonSOLE
48553T106BZKanzhun Ltd$7450.10%31,911CommonSOLE
758750103RRXRegal Rexnord Corp$7420.10%5,179CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$7340.10%3,802CommonSOLE
74144T108TROWT. ROWE PRICE GROUP INC$7160.10%6,980CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners PLC$7120.10%7,882CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$7100.10%18,301CommonSOLE
L44385109GLOBGlobant S.A.$7080.10%12,339CommonSOLE
116794108BRKRBruker Corp$7060.10%21,751CommonSOLE
03073E105CORCencora Inc$7060.10%2,259CommonSOLE
717081103PFEPfizer Inc$7010.10%27,527CommonSOLE
464287515IGVIshr S&P Gs Sftw$6990.10%6,083CommonSOLE
209115104EDConsolidated Edison Inc$6850.10%6,820CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES LTD$6740.09%21,094CommonSOLE
929160109VMCVULCAN MATERIALS CO$6720.09%2,187CommonSOLE
09290D101BLKBlackrock Inc$6710.09%576CommonSOLE
59156R108METMETLIFE INC$6710.09%8,156CommonSOLE
682680103OKEONEOK Inc$6690.09%9,180CommonSOLE
58155Q103MCKMCKESSON CORP$6670.09%864CommonSOLE
125523100CICigna Group$6630.09%2,303CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6540.09%1,672CommonSOLE
81369Y704XLISPDR S&P Industrial ETF$6530.09%4,240CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$6520.09%10,449CommonSOLE
55354G100MSCIMSCI Inc$6500.09%1,146CommonSOLE
69370C100PTCPtc Inc$6460.09%3,182CommonSOLE
399473206GRPNGroupon Inc$6440.09%27,596CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$6390.09%35,222CommonSOLE
07831C103BRBRBellring Brands Inc$6350.09%17,486CommonSOLE
15118V207CELHCelsius Holdings$6340.09%11,031CommonSOLE
256163106DOCUDocuSign Inc$6310.09%8,762CommonSOLE
464287556IBBiShares Biotechnology ETF$6290.09%4,362CommonSOLE
44812J104HUTHut 8 Corp$6290.09%18,086CommonSOLE
150870103CECelanese Corp$6220.09%14,790CommonSOLE
550021109LULULululemon Athletica inc.$6190.09%3,480CommonSOLE
892672106TWTradeweb Markets Inc$6190.09%5,579CommonSOLE
482480100KLACKLA Corp$6130.09%569CommonSOLE
464288752ITBiShares U.S. Home Construction ETF$6100.08%5,695CommonSOLE
380237107GDDYGoDaddy Inc$6060.08%4,431CommonSOLE
844741108LUVSOUTHWEST AIRLINES CO$6040.08%18,941CommonSOLE
565788106MARAMARA Holdings Inc$6030.08%33,025CommonSOLE
N82405106STLAStellantis NV$5870.08%62,857CommonSOLE
74340W103PLDPROLOGIS INC$5820.08%5,089CommonSOLE
76131D103QSRRestaurant Brands International Inc$5820.08%9,088CommonSOLE
436440101HO1Hologic Inc$5780.08%8,569CommonSOLE
517834107LVSLas Vegas Sands Corp$5710.08%10,620CommonSOLE
832696405SJMJ.M. SMUCKER CO (THE)$5700.08%5,257CommonSOLE
464286608EZUiShares MSCI Eurozone ETF$5500.08%8,882CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$5430.08%3,040CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$5380.07%1,738CommonSOLE
051774107AURAurora Innovation Inc$5370.07%99,649CommonSOLE
767204100RIORIO TINTO PLC$5370.07%8,139CommonSOLE
75513E101RTXRtx Corp$5330.07%3,187CommonSOLE
088606108BHPBHP Group Limited$5310.07%9,528CommonSOLE
00214Q302ARKGARK Genomic Revolution ETF$5280.07%19,047CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$5270.07%6,163CommonSOLE
17243V102CNKCinemark Holdings Inc$5190.07%18,524CommonSOLE
101121101BXPBXP Inc$5150.07%6,932CommonSOLE
803054204SAPSap Ae Drc$5140.07%1,927CommonSOLE
773903109ROKRockwell Automation Inc$5110.07%1,462CommonSOLE
631103108NDAQNasdaq Inc$5070.07%5,740CommonSOLE
50212V100LPLALPL Financial Holdings Inc$5060.07%1,523CommonSOLE
349942102FSMFortuna Mining Corp$5050.07%56,375CommonSOLE
09073M104TECHBIO-TECHNE CORP$4940.07%8,881CommonSOLE
G5960L103MDTMedtronic Plc$4940.07%5,188CommonSOLE
94419L101WWAYFAIR INC$4810.07%5,385CommonSOLE
055622104BPBP P.L.C.$4770.07%13,861CommonSOLE
443510607HUBBHubbell Inc Cl B$4770.07%1,109CommonSOLE
126408103CSXCSX Corp$4720.07%13,311CommonSOLE
060505104BACBANK AMER CORP COM$4690.07%9,096CommonSOLE
00287Y109ABBVAbbVie Inc$4660.06%2,015CommonSOLE
418056107HASHASBRO INC$4640.06%6,121CommonSOLE
538034109LYVLive Nation Entertainment Inc$4500.06%2,754CommonSOLE
464287184FXIiShares China Large-Cap ETF$4450.06%10,820CommonSOLE
464286806EWGISHARES MSCI GERMANY INDEX FUND$4440.06%10,691CommonSOLE
05550J101BJBJ's Wholesale Club Hldgs Inc$4400.06%4,723CommonSOLE
159864107CRLCharles River Laboratories International$4340.06%2,778CommonSOLE
913903100UHSUNIVERSAL HEALTH SERVICES INC$4330.06%2,122CommonSOLE
79589L106IOTSamsara Inc$4260.06%11,445CommonSOLE
384802104GWWW.W. GRAINGER INC$4240.06%445CommonSOLE
464286772EWYiShares MSCI South Korea ETF$4230.06%5,285CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4150.06%1,809CommonSOLE
78464A797KBESPDR S&P Bank ETF$3960.06%6,678CommonSOLE
626755102MUSAMurphy Usa Inc$3900.05%1,007CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd$3890.05%15,803CommonSOLE
372460105GPCGenuine Parts Co$3880.05%2,800CommonSOLE
86333M108LRNStride Inc$3880.05%2,610CommonSOLE
14448C104CARRCarrier Global Corp$3850.05%6,463CommonSOLE
25179M103DVNDEVON ENERGY CORP$3840.05%10,966CommonSOLE
05352A100AVTRAvantor Inc$3730.05%29,932CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$3690.05%1,409CommonSOLE
G3223R108EGEverest Group Ltd$3620.05%1,035CommonSOLE
25809K105DASHDoorDash Inc$3570.05%1,313CommonSOLE
78463X202FEZSPDR DJ EURO STOXX 50 ETF$3500.05%5,636CommonSOLE
81762P102NOWServiceNow Inc$3460.05%377CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3440.05%7,635CommonSOLE
477143101JBLUJetBlue Airways Corp$3440.05%69,955CommonSOLE
247361702DALDelta Air Lines Inc$3440.05%6,072CommonSOLE
57667L107MTCHMatch Group Inc.$3440.05%9,741CommonSOLE
87612G101TRGPTarga Resources Inc$3390.05%2,025CommonSOLE
M2682V108CYBRCyberArk Software Ltd$3330.05%691CommonSOLE
74766W108QUBTQuantum Computing Inc$3260.05%17,732CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$3240.05%1,658CommonSOLE
056752108BIDUBaidu Inc$3160.04%2,404CommonSOLE
861012102STMSTMICROELECTRONICS N.V.$3160.04%11,205CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$3050.04%1,172CommonSOLE
482497104BEKEKe Holdings Inc$3020.04%15,916CommonSOLE
892356106TSCOTractor Supply Co$3000.04%5,286CommonSOLE
776696106ROPRoper Technologies Inc$2960.04%594CommonSOLE
714046109RVTYRevvity Inc$2940.04%3,361CommonSOLE
008073108AVAVAeroVironment Inc$2900.04%922CommonSOLE
37733W204GSKGSK plc$2860.04%6,645CommonSOLE
452327109ILMNILLUMINA INC$2850.04%3,009CommonSOLE
G96629103WTWWillis Towers Watson PLC$2850.04%826CommonSOLE
12504L109CBRECBRE Group Inc Common Stock Class A$2840.04%1,804CommonSOLE
574599106MASMASCO CORP$2820.04%4,017CommonSOLE
806857108SLBSchlumberger NV$2820.04%8,222CommonSOLE
92189H607OIHVanEck Oil Services ETF$2770.04%1,066CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$2760.04%3,773CommonSOLE
49338L103KEYSKeysight Technologies Inc$2750.04%1,574CommonSOLE
81369Y209XLVSPDR S&P Health Care ETF$2710.04%1,952CommonSOLE
759916109RGENREPLIGEN CORP$2680.04%2,010CommonSOLE
459506101IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$2670.04%4,340CommonSOLE
45780R101IBPInstalled Building Products Inc$2650.04%1,078CommonSOLE
G98239109XPXP Inc$2610.04%13,917CommonSOLE
558868105MDGLMadrigl Phrm Inc$2600.04%569CommonSOLE
G7709Q104RPRXRoyalty Pharma PLC$2590.04%7,357CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$2590.04%2,894CommonSOLE
G65163100JOBYJOBY Aviation$2570.04%15,943CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$2540.04%2,095CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$2530.04%4,124CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$2490.03%471CommonSOLE
115236101BROBrown & Brown Inc$2490.03%2,661CommonSOLE
67059N108NTNXNUTANIX INC$2390.03%3,225CommonSOLE
91913Y100VLOValero Energy Corp$2370.03%1,395CommonSOLE
516544103LNTHLantheus Holdings Inc$2360.03%4,612CommonSOLE
37940X102GPNGlobal Payments Inc$2360.03%2,847CommonSOLE
05722G100BKRBaker Hughes Co$2290.03%4,715CommonSOLE
26614N102DDDuPont de Nemours Inc$2280.03%2,939CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$2280.03%6,173CommonSOLE
450913108IAGIamgold Corp$2260.03%17,532CommonSOLE
343412102FLRFLUOR CORP$2190.03%5,221CommonSOLE
880770102TERTeradyne Inc$2180.03%1,586CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$2180.03%8,283CommonSOLE
281020107EIXEDISON INTERNATIONAL$2180.03%3,950CommonSOLE
42806J700HTZHertz Glbl Holdings Inc$2180.03%32,082CommonSOLE
00214Q401ARKWARK Next Generation Internet ETF$2160.03%1,242CommonSOLE
20717M1038QRConfluent Inc$2140.03%10,841CommonSOLE
448579102HHyatt Hotels Corp$2140.03%1,511CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP$2070.03%697CommonSOLE
70614W100PTONPeloton Interactive Inc$1560.02%17,352CommonSOLE
87918A105TDOCTeladoc Health Inc$1370.02%17,799CommonSOLE
904311107UAAUNDER ARMOUR INC$790.01%15,872CommonSOLE

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.