MondegarAI
HRT FINANCIAL LP

Q2 2025 · 13F-HR

HRT FINANCIAL LPholdings as filed

Filed 2025-08-14 · accession 0001475597-25-000025

$22.7M
Reported value
2,511
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · HRT FINANCIAL LP · Q2 2025

AI · grounded in 13F

HRT FINANCIAL LP established a new position in SPY valued at $5.46M. The fund also initiated new stakes in QQQ for $1.74M and APP for $552K. Other new additions include PLTR, IWM, and MSFT.

Holdings as filed

First 500 of 2511

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$5.5M24.0%8,833,517CommonSOLE
46090E103QQQINVESCO QQQ TR$1.7M7.64%3,145,578CommonSOLE
03831W108APPAPPLOVIN CORP$552,1012.43%1,577,072CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$340,8301.50%2,500,227CommonSOLE
464287655IWMISHARES TR$315,9271.39%1,464,049CommonSOLE
594918954MSFTMICROSOFT CORP$294,5161.30%592,100CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$279,2861.23%1,388,588CommonSOLE
67066G954NVDANVIDIA CORPORATION$271,6161.20%1,719,200CommonSOLE
30303M952METAMETA PLATFORMS INC$216,5550.95%293,400CommonSOLE
037833950AAPLAPPLE INC$203,0560.89%989,700CommonSOLE
02079K955GOOGLALPHABET INC$197,8350.87%1,122,600CommonSOLE
023135956AMZNAMAZON COM INC$194,3790.86%886,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$191,1870.84%2,041,945CommonSOLE
02079K905GOOGLALPHABET INC$167,6120.74%951,100CommonSOLE
67066G904NVDANVIDIA CORPORATION$166,4580.73%1,053,600CommonSOLE
05478C105AZEKAZEK CO INC$154,0630.68%2,834,659CommonSOLE
02079K107GOOGALPHABET INC$128,1620.56%722,489CommonSOLE
12572Q105CMECME GROUP INC$127,1030.56%461,154CommonSOLE
037833900AAPLAPPLE INC$115,4280.51%562,600CommonSOLE
11135F901AVGOBROADCOM INC$114,8630.51%416,700CommonSOLE
95040Q104WELLWELLTOWER INC$109,5980.48%712,929CommonSOLE
594918904MSFTMICROSOFT CORP$107,3900.47%215,900CommonSOLE
922908769VTIVANGUARD INDEX FDS$100,3780.44%330,267CommonSOLE
88160R101TSLATESLA INC$95,8630.42%301,779CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$94,9730.42%1,109,634CommonSOLE
11135F951AVGOBROADCOM INC$93,9130.41%340,700CommonSOLE
G6683N103NUNU HLDGS LTD$90,0860.40%6,566,055CommonSOLE
58933Y105MRKMERCK & CO INC$88,2200.39%1,114,453CommonSOLE
64110L106NFLXNETFLIX INC$87,5410.39%65,372CommonSOLE
79466L302CRMSALESFORCE INC$87,0200.38%319,120CommonSOLE
40412C101HCAHCA HEALTHCARE INC$81,5960.36%212,990CommonSOLE
931142103WMTWALMART INC$79,0120.35%808,065CommonSOLE
037833100AAPLAPPLE INC$78,7220.35%383,692CommonSOLE
023135906AMZNAMAZON COM INC$73,7150.32%336,000CommonSOLE
457669307INSMINSMED INC$73,4260.32%729,597CommonSOLE
594972908MSTRMICROSTRATEGY INC$71,9520.32%178,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$71,7350.32%556,437CommonSOLE
718172109PMPHILIP MORRIS INTL INC$67,9000.30%372,816CommonSOLE
G25508105CRHCRH PLC$63,5040.28%691,775CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$63,2900.28%130,290CommonSOLE
743315103PGRPROGRESSIVE CORP$62,8760.28%235,616CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$61,7010.27%108,920CommonSOLE
02209S103MOALTRIA GROUP INC$61,0930.27%1,042,012CommonSOLE
773121108RKLBROCKET LAB CORP$59,4100.26%1,660,890CommonSOLE
501044101KRKROGER CO$58,5010.26%815,585CommonSOLE
16411R208LNGCHENIERE ENERGY INC$58,0130.26%238,227CommonSOLE
478160104JNJJOHNSON & JOHNSON$56,6670.25%370,985CommonSOLE
532457958LLYELI LILLY & CO$55,8140.25%71,600CommonSOLE
94106L109WMWASTE MGMT INC DEL$54,6080.24%238,654CommonSOLE
38141G954GSGOLDMAN SACHS GROUP INC$54,0010.24%76,300CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$53,1500.23%131,087CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$52,3830.23%318,169CommonSOLE
594972408MSTRMICROSTRATEGY INC$50,3470.22%124,551CommonSOLE
68389X105ORCLORACLE CORP$49,9770.22%228,593CommonSOLE
532457908LLYELI LILLY & CO$49,9670.22%64,100CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$49,6290.22%179,570CommonSOLE
969457100WMBWILLIAMS COS INC$49,4060.22%786,600CommonSOLE
747525103QCOMQUALCOMM INC$49,3750.22%310,028CommonSOLE
742718109PGPROCTER AND GAMBLE CO$48,7660.21%306,090CommonSOLE
22160K955COSTCO WHSL CORP NEW$48,6060.21%49,100CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$47,9290.21%8,279CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$47,4390.21%152,063CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$47,4010.21%1,528,580CommonSOLE
907818108UNPUNION PAC CORP$47,0030.21%204,292CommonSOLE
02079K957GOOGLALPHABET INC$45,4470.20%256,200CommonSOLE
149123101CATCATERPILLAR INC$44,4980.20%114,625CommonSOLE
09857L958BKNGBOOKING HOLDINGS INC$42,2610.19%7,300CommonSOLE
30303M102METAMETA PLATFORMS INC$42,1870.19%57,157CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$41,5930.18%361,556CommonSOLE
38141G904GSGOLDMAN SACHS GROUP INC$38,7130.17%54,700CommonSOLE
68389X955ORCLORACLE CORP$38,5000.17%176,100CommonSOLE
64110L956NFLXNETFLIX INC$38,2990.17%28,600CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$38,2010.17%269,272CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$37,6920.17%7,493,486CommonSOLE
83304A106SNAPSNAP INC$37,3360.16%4,296,542CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$37,1560.16%317,738CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$36,2260.16%337,270CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$36,1130.16%772,803CommonSOLE
594972958MSTRMICROSTRATEGY INC$36,0570.16%89,200CommonSOLE
46625H950JPMJPMORGAN CHASE & CO.$35,9190.16%123,900CommonSOLE
007903957AMDADVANCED MICRO DEVICES INC$35,2190.16%248,200CommonSOLE
406216101HALHALLIBURTON CO$35,0450.15%1,719,594CommonSOLE
097023955BABOEING CO$34,4880.15%164,600CommonSOLE
G54950103LINLINDE PLC$34,2700.15%73,043CommonSOLE
166764100CVXCHEVRON CORP NEW$34,0860.15%238,050CommonSOLE
29273V100ETENERGY TRANSFER L P$33,9600.15%1,873,174CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$33,7110.15%145,025CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$33,5500.15%104,807CommonSOLE
22160K905COSTCO WHSL CORP NEW$33,4590.15%33,800CommonSOLE
097023905BABOEING CO$33,2940.15%158,900CommonSOLE
22788C955CRWDCROWDSTRIKE HLDGS INC$32,7480.14%64,300CommonSOLE
595112953MUMICRON TECHNOLOGY INC$32,1430.14%260,800CommonSOLE
125523100CITHE CIGNA GROUP$32,1070.14%97,126CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$31,7230.14%340,015CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$31,3630.14%1,722,298CommonSOLE
22788C905CRWDCROWDSTRIKE HLDGS INC$30,9660.14%60,800CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$30,8130.14%189,855CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$30,7580.14%2,741,383CommonSOLE
92826C839VVISA INC$30,5060.13%85,922CommonSOLE
438516106HONHONEYWELL INTL INC$30,4690.13%130,838CommonSOLE
624756102MLIMUELLER INDS INC$30,4420.13%383,070CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$30,3460.13%306,471CommonSOLE
69608A958PLTRPALANTIR TECHNOLOGIES INC$30,0170.13%220,200CommonSOLE
548661107LOWLOWES COS INC$29,8750.13%134,653CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$29,7710.13%294,270CommonSOLE
00724F101ADBEADOBE INC$29,4960.13%76,241CommonSOLE
62482R10707WAMR COOPER GROUP INC$29,3400.13%196,636CommonSOLE
22052L104CTVACORTEVA INC$29,3020.13%393,169CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$29,3000.13%989,202CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$29,2580.13%63,175CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$29,2050.13%51,973CommonSOLE
278865100ECLECOLAB INC$28,3280.12%105,139CommonSOLE
337738108FISVFISERV INC$27,6120.12%160,158CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$27,3680.12%892,924CommonSOLE
902973304USBUS BANCORP DEL$27,0680.12%598,204CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$27,0030.12%160,738CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$26,8960.12%292,261CommonSOLE
001055102AFLAFLAC INC$26,8870.12%254,954CommonSOLE
009066101ABNBAIRBNB INC$26,8720.12%203,054CommonSOLE
049468101TEAMATLASSIAN CORPORATION$26,8520.12%132,218CommonSOLE
750236101RDNRADIAN GROUP INC$26,6610.12%740,190CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$25,3330.11%25,591CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$25,2530.11%686,426CommonSOLE
69331C108PCGPG&E CORP$25,1130.11%1,801,558CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$25,0570.11%115,075CommonSOLE
19260Q907COINCOINBASE GLOBAL INC$24,9890.11%71,300CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$24,6930.11%1,049,892CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$24,6180.11%115,708CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$24,2960.11%467,070CommonSOLE
146869902CVNACARVANA CO$23,9240.11%71,000CommonSOLE
78468R663BILSPDR SERIES TRUST$23,7840.10%259,284CommonSOLE
19260Q957COINCOINBASE GLOBAL INC$23,5520.10%67,200CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$23,3620.10%92,260CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$23,3160.10%199,819CommonSOLE
654106103NKENIKE INC$22,9070.10%322,454CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$21,9250.10%396,273CommonSOLE
872540109TJXTJX COS INC NEW$21,7900.10%176,458CommonSOLE
008492100ADCAGREE RLTY CORP$21,5820.10%295,414CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$21,5290.09%491,648CommonSOLE
617446448MSMORGAN STANLEY$21,4190.09%152,061CommonSOLE
532457108LLYELI LILLY & CO$21,3480.09%27,387CommonSOLE
92826C959VVISA INC$20,9470.09%59,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$20,8970.09%193,857CommonSOLE
N00985106AERAERCAP HOLDINGS NV$20,8900.09%178,551CommonSOLE
922475108VEEVVEEVA SYS INC$20,8080.09%72,256CommonSOLE
02079K907GOOGLALPHABET INC$20,8070.09%117,300CommonSOLE
91324P952UNHUNITEDHEALTH GROUP INC$20,5900.09%66,000CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$20,5210.09%1,011,915CommonSOLE
81762P952NOWSERVICENOW INC$20,4580.09%19,900CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$19,9390.09%68,779CommonSOLE
031100100AMEAMETEK INC$19,8570.09%109,733CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$19,8200.09%265,976CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$19,7400.09%620,581CommonSOLE
42809H107HESHESS CORP$19,7290.09%142,411CommonSOLE
060505954BANK AMERICA CORP$19,6940.09%416,200CommonSOLE
142339100CSLCARLISLE COS INC$19,6490.09%52,624CommonSOLE
72919P202PLUGPLUG POWER INC$19,2050.08%12,889,883CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$19,1430.08%345,486CommonSOLE
407497106HLNEHAMILTON LANE INC$19,1360.08%134,649CommonSOLE
04621X108AIZASSURANT INC$18,9700.08%96,058CommonSOLE
244199105DEDEERE & CO$18,9530.08%37,275CommonSOLE
G5960L103MDTMEDTRONIC PLC$18,8670.08%216,444CommonSOLE
G3223R108EGEVEREST GROUP LTD$18,3810.08%54,086CommonSOLE
880770102TERTERADYNE INC$18,2930.08%203,441CommonSOLE
125269100CFCF INDS HLDGS INC$18,2880.08%198,790CommonSOLE
759509102RSRELIANCE INC$18,1120.08%57,702CommonSOLE
090572207BIOBIO RAD LABS INC$18,0550.08%74,818CommonSOLE
46625H900JPMJPMORGAN CHASE & CO.$17,9450.08%61,900CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$17,5490.08%8,970CommonSOLE
92343E102VRSNVERISIGN INC$17,5020.08%60,603CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$17,4470.08%95,247CommonSOLE
88033G407THCTENET HEALTHCARE CORP$17,4230.08%98,998CommonSOLE
03674X106ARANTERO RESOURCES CORP$17,4050.08%432,108CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$17,2640.08%258,688CommonSOLE
03662Q105AKXANSYS INC$17,1480.08%48,825CommonSOLE
231561101CWCURTISS WRIGHT CORP$17,1250.08%35,054CommonSOLE
902494103TSNTYSON FOODS INC$17,1240.08%306,114CommonSOLE
60937P106MDBMONGODB INC$17,0010.07%80,961CommonSOLE
91324P902UNHUNITEDHEALTH GROUP INC$16,9390.07%54,300CommonSOLE
461202953INTUINTUIT$16,8550.07%21,400CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$16,8020.07%238,774CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$16,6720.07%84,431CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$16,5680.07%68,616CommonSOLE
98978V103ZTSZOETIS INC$16,2800.07%104,395CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$16,2620.07%836,999CommonSOLE
422806208HEI/AHEICO CORP NEW$16,2390.07%62,761CommonSOLE
57636Q954MASTERCARD INCORPORATED$16,1830.07%28,800CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$16,1500.07%404,473CommonSOLE
68389X905ORCLORACLE CORP$16,1130.07%73,700CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$16,0480.07%370,208CommonSOLE
464287432TLTISHARES TR$16,0090.07%181,413CommonSOLE
26884L109EQTEQT CORP$15,9780.07%273,979CommonSOLE
680223104ORIOLD REP INTL CORP$15,9480.07%414,900CommonSOLE
29444U700EQIXEQUINIX INC$15,8600.07%19,939CommonSOLE
H1467J104CBCHUBB LIMITED$15,8300.07%54,641CommonSOLE
690742101OCOWENS CORNING NEW$15,8200.07%115,039CommonSOLE
73278L105POOLPOOL CORP$15,8050.07%54,225CommonSOLE
294429105EFXEQUIFAX INC$15,7420.07%60,697CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$15,7290.07%1,631,649CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15,6680.07%85,402CommonSOLE
12468P104AIC3 AI INC$15,6330.07%636,270CommonSOLE
452327109ILMNILLUMINA INC$15,6060.07%163,570CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$15,6010.07%170,990CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$15,5480.07%2,289,916CommonSOLE
31428X106FDXFEDEX CORP$15,5400.07%68,367CommonSOLE
595112903MUMICRON TECHNOLOGY INC$15,4670.07%125,500CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$15,3150.07%168,101CommonSOLE
G4705A100ICLRICON PLC$15,1400.07%104,095CommonSOLE
29084Q100EMEEMCOR GROUP INC$14,9830.07%28,013CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$14,9020.07%81,907CommonSOLE
889478103TOLTOLL BROTHERS INC$14,8760.07%130,346CommonSOLE
931142953WMTWALMART INC$14,8030.07%151,400CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$14,7590.06%1,465,700CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$14,7530.06%200,996CommonSOLE
69608A908PLTRPALANTIR TECHNOLOGIES INC$14,7220.06%108,000CommonSOLE
00724F951ADBEADOBE INC$14,5850.06%37,700CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$14,5010.06%163,327CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$14,4850.06%143,505CommonSOLE
819047101SHAKSHAKE SHACK INC$14,3830.06%102,304CommonSOLE
464288687PFFISHARES TR$14,3240.06%466,887CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$14,3180.06%713,415CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$14,3100.06%112,790CommonSOLE
780259305SHELSHELL PLC$14,2140.06%201,880CommonSOLE
911363109URIUNITED RENTALS INC$14,1940.06%18,840CommonSOLE
228368106CCKCROWN HLDGS INC$13,9490.06%135,458CommonSOLE
78464A664SPTLSPDR SERIES TRUST$13,9240.06%523,882CommonSOLE
833445959SNOWSNOWFLAKE INC$13,8060.06%61,700CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$13,6750.06%19,322CommonSOLE
369550108GDGENERAL DYNAMICS CORP$13,6170.06%46,688CommonSOLE
58733R952MELIMERCADOLIBRE INC$13,5900.06%5,200CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$13,5700.06%26,644CommonSOLE
058498106BALLBALL CORP$13,5590.06%241,751CommonSOLE
G98239109XPXP INC$13,5500.06%670,841CommonSOLE
143130102KMXCARMAX INC$13,4320.06%199,861CommonSOLE
858119100STLDSTEEL DYNAMICS INC$13,3790.06%104,522CommonSOLE
278642103EBAYEBAY INC.$13,3660.06%179,509CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$13,3030.06%60,803CommonSOLE
79466L952CRMSALESFORCE INC$13,0070.06%47,700CommonSOLE
760759100RSGREPUBLIC SVCS INC$12,9890.06%52,674CommonSOLE
831865209AOSSMITH A O CORP$12,9820.06%197,996CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$12,7380.06%155,993CommonSOLE
N14506104ESTCELASTIC N V$12,7070.06%150,682CommonSOLE
46435U853USHYISHARES TR$12,6820.06%338,106CommonSOLE
929740108WABWABTEC$12,6580.06%60,464CommonSOLE
437076952HDHOME DEPOT INC$12,6490.06%34,500CommonSOLE
56035L104MAINMAIN STR CAP CORP$12,6130.06%213,431CommonSOLE
038222105AMATAPPLIED MATLS INC$12,5930.06%68,791CommonSOLE
91529Y106UNMUNUM GROUP$12,5410.06%155,293CommonSOLE
46187W107INVHINVITATION HOMES INC$12,5330.06%382,127CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$12,4740.05%40,046CommonSOLE
437076902HDHOME DEPOT INC$12,4650.05%34,000CommonSOLE
553368101MPMP MATERIALS CORP$12,4230.05%373,416CommonSOLE
30231G902XOMEXXON MOBIL CORP$12,3750.05%114,800CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$12,3540.05%55,315CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$12,3170.05%801,937CommonSOLE
45168D104IDXXIDEXX LABS INC$12,2750.05%22,887CommonSOLE
36251C103GMS1EURGMS INC$12,2490.05%112,636CommonSOLE
654106953NKENIKE INC$12,2400.05%172,300CommonSOLE
61945C103MOSMOSAIC CO NEW$12,2330.05%335,355CommonSOLE
949746951WFCWELLS FARGO CO NEW$12,2180.05%152,500CommonSOLE
78442P106SLMSLM CORP$12,1910.05%371,809CommonSOLE
693656100PVHPVH CORPORATION$12,1420.05%177,010CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$12,0720.05%111,238CommonSOLE
580135101MCDMCDONALDS CORP$12,0390.05%41,208CommonSOLE
35137L105FOXAFOX CORP$11,9880.05%213,935CommonSOLE
836100107SOUNSOUNDHOUND AI INC$11,9140.05%1,110,425CommonSOLE
055622104BPBP PLC$11,8530.05%396,027CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$11,8210.05%384,423CommonSOLE
254687956DISNEY WALT CO$11,7800.05%95,000CommonSOLE
806407102HSICHENRY SCHEIN INC$11,7400.05%160,722CommonSOLE
15135B101CNCCENTENE CORP DEL$11,6610.05%214,831CommonSOLE
687793109OSCROSCAR HEALTH INC$11,6310.05%542,518CommonSOLE
596278101MIDDMIDDLEBY CORP$11,6240.05%80,723CommonSOLE
051774107AURAURORA INNOVATION INC$11,5720.05%2,208,446CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$11,5030.05%768,469CommonSOLE
149123901CATCATERPILLAR INC$11,2960.05%29,100CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$11,2710.05%194,813CommonSOLE
02005N100ALLYALLY FINL INC$11,2410.05%288,603CommonSOLE
457642205INODINNODATA INC$11,1980.05%218,635CommonSOLE
855244109SBUXSTARBUCKS CORP$11,1920.05%122,144CommonSOLE
55336V100MPLXMPLX LP$11,0840.05%215,200CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$10,9470.05%243,385CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10,8840.05%214,769CommonSOLE
04010L103ARCCARES CAPITAL CORP$10,8380.05%493,561CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,8270.05%20,624CommonSOLE
81764X103TTANSERVICETITAN INC$10,7690.05%100,483CommonSOLE
59156R108METMETLIFE INC$10,7660.05%133,875CommonSOLE
82509L907SHOPIFY INC$10,6460.05%92,300CommonSOLE
697435955PANWPALO ALTO NETWORKS INC$10,6410.05%52,000CommonSOLE
00724F901ADBEADOBE INC$10,6390.05%27,500CommonSOLE
053611109AVYAVERY DENNISON CORP$10,6330.05%60,598CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$10,6190.05%100,548CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$10,6050.05%133,189CommonSOLE
833445909SNOWSNOWFLAKE INC$10,5610.05%47,200CommonSOLE
060505904BANK AMERICA CORP$10,5380.05%222,700CommonSOLE
670100205NVONOVO-NORDISK A S$10,4700.05%151,706CommonSOLE
75737F108RDFNREDFIN CORP$10,3710.05%926,888CommonSOLE
12653C108CNXCNX RES CORP$10,3330.05%306,803CommonSOLE
464288679SHVISHARES TR$10,2950.05%93,238CommonSOLE
78435P105SEZLSEZZLE INC$10,2850.05%57,378CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$10,2770.05%1,241,272CommonSOLE
427096508HTGCHERCULES CAPITAL INC$10,2000.04%558,010CommonSOLE
931142903WMTWALMART INC$10,1780.04%104,100CommonSOLE
87612G101TRGPTARGA RES CORP$10,0970.04%58,007CommonSOLE
46436E718SGOVISHARES TR$10,0710.04%100,029CommonSOLE
482497104BEKEKE HLDGS INC$10,0710.04%567,752CommonSOLE
267475101DYDYCOM INDS INC$10,0500.04%41,124CommonSOLE
929160109VMCVULCAN MATLS CO$9,9760.04%38,252CommonSOLE
617700109MORNMORNINGSTAR INC$9,9740.04%31,773CommonSOLE
74767V109QSQUANTUMSCAPE CORP$9,9120.04%1,475,074CommonSOLE
534187109LNCLINCOLN NATL CORP IND$9,9090.04%286,398CommonSOLE
189054109CLXCLOROX CO DEL$9,9070.04%82,513CommonSOLE
90353T900UBERUBER TECHNOLOGIES INC$9,8330.04%105,400CommonSOLE
23331A109DHID R HORTON INC$9,8080.04%76,082CommonSOLE
00090Q103ADTADT INC DEL$9,7370.04%1,149,598CommonSOLE
30231G952XOMEXXON MOBIL CORP$9,6910.04%89,900CommonSOLE
133131102CPTCAMDEN PPTY TR$9,6650.04%85,772CommonSOLE
55354G100MSCIMSCI INC$9,6320.04%16,702CommonSOLE
79466L902CRMSALESFORCE INC$9,6250.04%35,300CommonSOLE
23834J201DAVEDAVE INC$9,5980.04%35,761CommonSOLE
576323109MTZMASTEC INC$9,5870.04%56,254CommonSOLE
020002101ALLALLSTATE CORP$9,5390.04%47,387CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$9,4830.04%117,126CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$9,4750.04%202,990CommonSOLE
65249B109NWSANEWS CORP NEW$9,4620.04%318,387CommonSOLE
883203101TXTTEXTRON INC$9,4590.04%117,822CommonSOLE
65249B208NWSNEWS CORP NEW$9,4430.04%275,238CommonSOLE
86771W105RUNSUNRUN INC$9,4160.04%1,151,196CommonSOLE
387328107GVAGRANITE CONSTR INC$9,4020.04%100,554CommonSOLE
52661A108DRSLEONARDO DRS INC$9,3550.04%201,282CommonSOLE
172967904CCITIGROUP INC$9,3540.04%109,900CommonSOLE
751212101RLRALPH LAUREN CORP$9,3340.04%34,034CommonSOLE
784117103SEICSEI INVTS CO$9,2580.04%103,030CommonSOLE
478160954JNJJOHNSON & JOHNSON$9,2410.04%60,500CommonSOLE
78463V907GLDSPDR GOLD TR$9,1440.04%30,000CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$9,1340.04%5,087CommonSOLE
857477103STTSTATE STR CORP$9,1300.04%85,863CommonSOLE
92556V106VTRSVIATRIS INC$9,0970.04%1,018,702CommonSOLE
G9460G101VALVALARIS LTD$9,0770.04%215,564CommonSOLE
172967954CCITIGROUP INC$9,0650.04%106,500CommonSOLE
04010E109AGXARGAN INC$9,0180.04%40,905CommonSOLE
013872106AAALCOA CORP$9,0100.04%305,326CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$8,9610.04%69,916CommonSOLE
650111107NYTNEW YORK TIMES CO$8,9050.04%159,080CommonSOLE
149123951CATCATERPILLAR INC$8,8510.04%22,800CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$8,8120.04%8,342CommonSOLE
92826C909VVISA INC$8,8050.04%24,800CommonSOLE
26969P108EXPEAGLE MATLS INC$8,7610.04%43,349CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$8,7520.04%254,512CommonSOLE
697900108PAASPAN AMERN SILVER CORP$8,7340.04%307,555CommonSOLE
713448958PEPPEPSICO INC$8,7010.04%65,900CommonSOLE
89151E109TTENTOTALENERGIES SE$8,6650.04%141,157CommonSOLE
440452100HRLHORMEL FOODS CORP$8,6330.04%285,417CommonSOLE
565788106MARAMARA HOLDINGS INC$8,6060.04%548,858CommonSOLE
983793100XPOXPO INC$8,6010.04%68,107CommonSOLE
46284V101IRMIRON MTN INC DEL$8,5850.04%83,708CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$8,5690.04%140,306CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$8,5300.04%45,520CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$8,5220.04%223,104CommonSOLE
191216100KOCOCA COLA CO$8,5010.04%120,157CommonSOLE
65290E101NXTNEXTRACKER INC$8,4750.04%155,882CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$8,4750.04%27,485CommonSOLE
767204100RIORIO TINTO PLC$8,4330.04%144,576CommonSOLE
747525953QCOMQUALCOMM INC$8,3930.04%52,700CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$8,3560.04%231,920CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$8,3090.04%98,093CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$8,2230.04%67,057CommonSOLE
45867G101IDCCINTERDIGITAL INC$8,2150.04%36,638CommonSOLE
536797103LADLITHIA MTRS INC$8,1860.04%24,232CommonSOLE
97717Y527USFRWISDOMTREE TR$8,1180.04%161,368CommonSOLE
92189F956VANECK ETF TRUST$8,1150.04%29,100CommonSOLE
018802108LNTALLIANT ENERGY CORP$8,1110.04%134,140CommonSOLE
23918K108DVADAVITA INC$8,0670.04%56,634CommonSOLE
29786A106ETSYETSY INC$7,9180.03%157,863CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$7,9170.03%52,340CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$7,8940.03%176,173CommonSOLE
917047102URBNURBAN OUTFITTERS INC$7,8640.03%108,422CommonSOLE
H2927K103AMRZAMRIZE LTD$7,7580.03%156,582CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$7,7390.03%88,858CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$7,7100.03%365,616CommonSOLE
380237107GDDYGODADDY INC$7,7080.03%42,813CommonSOLE
192422103CGNXCOGNEX CORP$7,6730.03%241,919CommonSOLE
62944T105NVRNVR INC$7,6510.03%1,036CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7,6510.03%14,335CommonSOLE
90353T950UBERUBER TECHNOLOGIES INC$7,6310.03%81,800CommonSOLE
78709Y105SAIASAIA INC$7,5850.03%27,684CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$7,5440.03%59,467CommonSOLE
57636Q904MASTERCARD INCORPORATED$7,5290.03%13,400CommonSOLE
458140900INTCINTEL CORP$7,4500.03%332,600CommonSOLE
37247D106GNWGENWORTH FINL INC$7,4260.03%954,535CommonSOLE
88339J105TTDTHE TRADE DESK INC$7,4040.03%102,852CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$7,3140.03%176,115CommonSOLE
549498103CCIVGBPLUCID GROUP INC$7,3110.03%3,465,146CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$7,3090.03%34,982CommonSOLE
92552V100VSATVIASAT INC$7,3090.03%500,652CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$7,3060.03%63,615CommonSOLE
695156109PKGPACKAGING CORP AMER$7,2940.03%38,709CommonSOLE
03831W908APPLOVIN CORP$7,2810.03%20,800CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$7,2700.03%154,209CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$7,2580.03%187,568CommonSOLE
879369106TFXTELEFLEX INCORPORATED$7,2310.03%61,101CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$7,2140.03%38,107CommonSOLE
55261F104MTBM & T BK CORP$7,1920.03%37,077CommonSOLE
046353108AZNNASTRAZENECA PLC$7,1430.03%102,224CommonSOLE
09227Q100BLKBBLACKBAUD INC$7,1410.03%111,214CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$7,1310.03%32,235CommonSOLE
G1151C901ACCENTURE PLC IRELAND$7,1130.03%23,800CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$7,0750.03%158,244CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$6,9680.03%33,610CommonSOLE
00287Y959ABBVABBVIE INC$6,9600.03%37,500CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$6,9600.03%375,838CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$6,9580.03%234,359CommonSOLE
573874954MRVLMARVELL TECHNOLOGY INC$6,9420.03%89,700CommonSOLE
17275R902CISCO SYS INC$6,9310.03%99,900CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$6,8970.03%28,398CommonSOLE
459200901INTERNATIONAL BUSINESS MACHS$6,8970.03%23,400CommonSOLE
G0260P102ASAMER SPORTS INC$6,8920.03%177,833CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$6,8760.03%16,354CommonSOLE
115637209BF/BBROWN FORMAN CORP$6,8760.03%255,555CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$6,8740.03%76,841CommonSOLE
418056107HASHASBRO INC$6,8720.03%93,101CommonSOLE
166764950CVXCHEVRON CORP NEW$6,8440.03%47,800CommonSOLE
302635206FSKFS KKR CAP CORP$6,8300.03%329,181CommonSOLE
46266C105IQVIQVIA HLDGS INC$6,7790.03%43,017CommonSOLE
540424108LLOEWS CORP$6,7470.03%73,613CommonSOLE
384109104GGGGRACO INC$6,7280.03%78,265CommonSOLE
G2519Y108BAPCREDICORP LTD$6,7260.03%30,092CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$6,7150.03%39,087CommonSOLE
637417106NNNNNN REIT INC$6,7090.03%155,384CommonSOLE
929236107WDFCWD 40 CO$6,7010.03%29,380CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$6,7010.03%69,441CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$6,6620.03%351,574CommonSOLE
30303M902METAMETA PLATFORMS INC$6,6420.03%9,000CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$6,6250.03%121,154CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$6,6050.03%40,665CommonSOLE
205768302CRKCOMSTOCK RES INC$6,5610.03%237,131CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6,5430.03%11,919CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$6,5110.03%307,134CommonSOLE
24703L952DELLDELL TECHNOLOGIES INC$6,4610.03%52,700CommonSOLE
254687906DISNEY WALT CO$6,4600.03%52,100CommonSOLE
683344105ONTOONTO INNOVATION INC$6,4540.03%63,953CommonSOLE
05329W102ANAUTONATION INC$6,4530.03%32,486CommonSOLE
85423L103SAROSTANDARDAERO INC$6,4170.03%202,777CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$6,4000.03%191,061CommonSOLE
458140950INTCINTEL CORP$6,3920.03%285,400CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6,3860.03%81,657CommonSOLE
011659109ALKALASKA AIR GROUP INC$6,3640.03%128,637CommonSOLE
235851102DHRDANAHER CORPORATION$6,3100.03%31,945CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$6,2990.03%43,644CommonSOLE
433000906HIMSHIMS & HERS HEALTH INC$6,2610.03%125,600CommonSOLE
580135951MCDMCDONALDS CORP$6,2520.03%21,400CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$6,2100.03%185,156CommonSOLE
919794107VLYVALLEY NATL BANCORP$6,1820.03%692,320CommonSOLE
314211103FHIFEDERATED HERMES INC$6,1260.03%138,234CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$6,1220.03%202,938CommonSOLE
918204108VFCV F CORP$6,1080.03%519,837CommonSOLE
504922105LHLABCORP HOLDINGS INC$6,1080.03%23,269CommonSOLE
L8681T902SPOTSPOTIFY TECHNOLOGY S A$6,0610.03%7,900CommonSOLE
98149E303GLDMWORLD GOLD TR$6,0580.03%92,463CommonSOLE
65339F101NEENEXTERA ENERGY INC$6,0260.03%86,806CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$6,0030.03%127,579CommonSOLE
35137L204FOXFOX CORP$5,9730.03%115,706CommonSOLE
89531P105TREXTREX CO INC$5,9530.03%109,476CommonSOLE
64828T201RITMRITHM CAPITAL CORP$5,9170.03%524,114CommonSOLE
80105N105SNYSANOFI$5,8840.03%121,804CommonSOLE
651587107NEUNEWMARKET CORP$5,8610.03%8,484CommonSOLE
012653101ALBALBEMARLE CORP$5,8520.03%93,382CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5,8320.03%17,887CommonSOLE
733174700BPOPPOPULAR INC$5,7930.03%52,565CommonSOLE
464287622IWBISHARES TR$5,7850.03%17,038CommonSOLE
671044105OSISOSI SYSTEMS INC$5,7820.03%25,716CommonSOLE
31428X956FDXFEDEX CORP$5,7730.03%25,400CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$5,7530.03%18,333CommonSOLE
281020107EIXEDISON INTL$5,7420.03%111,292CommonSOLE
91680M107UPSTUPSTART HLDGS INC$5,7300.03%88,599CommonSOLE
68989M202OUSTOUSTER INC$5,6830.03%234,390CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$5,6650.02%39,452CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$5,6630.02%58,472CommonSOLE
17275R952CISCO SYS INC$5,6470.02%81,400CommonSOLE
G7S00T104PNRPENTAIR PLC$5,6300.02%54,846CommonSOLE
29446M102EQNREQUINOR ASA$5,6240.02%223,711CommonSOLE
29362U104ENTGENTEGRIS INC$5,6090.02%69,548CommonSOLE
302301106EZPWEZCORP INC$5,6070.02%404,006CommonSOLE
48666K109KBHKB HOME$5,6050.02%105,819CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$5,5930.02%371,882CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$5,5840.02%36,153CommonSOLE
337932107FEFIRSTENERGY CORP$5,5700.02%138,358CommonSOLE
222070203COTYCOTY INC$5,5640.02%1,196,639CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$5,5540.02%40,932CommonSOLE
24703L902DELLDELL TECHNOLOGIES INC$5,5530.02%45,300CommonSOLE
07831C103BRBRBELLRING BRANDS INC$5,5400.02%95,637CommonSOLE
949746901WFCWELLS FARGO CO NEW$5,5280.02%69,000CommonSOLE
942622200WSOWATSCO INC$5,5100.02%12,477CommonSOLE
89832Q109TFCTRUIST FINL CORP$5,4780.02%127,443CommonSOLE
09260D107BXBLACKSTONE INC$5,4420.02%36,385CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$5,4040.02%35,618CommonSOLE
126408103CSXCSX CORP$5,3990.02%165,489CommonSOLE
451107106IDAIDACORP INC$5,3820.02%46,623CommonSOLE
12514G108CDWCDW CORP$5,3610.02%30,020CommonSOLE
69351T106PPLPPL CORP$5,3570.02%158,077CommonSOLE

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.