MondegarAI
Skandinaviska Enskilda Banken AB (publ)

Q2 2025 · 13F-HR

Skandinaviska Enskilda Banken AB (publ)holdings as filed

Filed 2025-08-13 · accession 0001534653-25-000009

$22.96B
Reported value
843
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Skandinaviska Enskilda Banken AB (publ) · Q2 2025

AI · grounded in 13F

Skandinaviska Enskilda Banken AB (publ) established a new position in MSFT valued at $1.84B. The fund also initiated new stakes in NVDA for $1.67B and AMZN for $1.22B. Additional new positions include AAPL at $1.09B and META at $773.6M.

Holdings as filed

First 500 of 843

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.84B8.03%3,705,673CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.67B7.29%10,603,116CommonSOLE
023135106AMZNAMAZON COM INC$1.22B5.32%5,566,060CommonSOLE
037833100AAPLAPPLE INC$1.09B4.73%5,299,969CommonSOLE
30303M102METAMETA PLATFORMS INC$773.6M3.37%1,047,775CommonSOLE
11135F101AVGOBROADCOM INC$624.7M2.72%2,266,288CommonSOLE
02079K305GOOGLALPHABET INC$470.4M2.05%2,669,509CommonSOLE
92826C839VVISA INC$385.8M1.68%1,086,560CommonSOLE
88160R101TSLATESLA INC$342.7M1.49%1,079,003CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$339.8M1.48%606,750CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$272.4M1.19%939,097CommonSOLE
375558103GILDGILEAD SCIENCES INC$260.7M1.14%2,352,958CommonSHARED
532457108LLYELI LILLY & CO$256.5M1.12%329,014CommonNONE
02079K107GOOGALPHABET INC$254.3M1.11%1,433,938CommonSHARED
461202103INTUINTUIT$226.0M0.98%286,888CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$217.5M0.95%2,025,153CommonSOLE
052769106ADSKAUTODESK INC$198.0M0.86%639,645CommonSHARED
743315103PGRPROGRESSIVE CORP$185.5M0.81%695,016CommonNONE
172967424CCITIGROUP INC$178.2M0.78%2,093,882CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$177.0M0.77%30,584CommonSOLE
00287Y109ABBVABBVIE INC$164.2M0.72%884,419CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$148.4M0.65%1,632,904CommonSHARED
58933Y105MRKMERCK & CO INC$144.7M0.63%1,827,741CommonSHARED
384802104GWWGRAINGER W W INC$140.0M0.61%134,563CommonSHARED
863667101SYKSTRYKER CORPORATION$139.1M0.61%351,701CommonSOLE
747525103QCOMQUALCOMM INC$137.9M0.60%866,116CommonSHARED
81762P102NOWSERVICENOW INC$136.7M0.60%132,968CommonSOLE
00724F101ADBEADOBE INC$134.0M0.58%346,434CommonSOLE
98980G102ZSZSCALER INC$132.2M0.58%421,393CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$129.6M0.56%308,265CommonNONE
58733R102MELIMERCADOLIBRE INC$127.9M0.56%49,979CommonNONE
79466L302CRMSALESFORCE INC$126.2M0.55%462,855CommonSOLE
64110L106NFLXNETFLIX INC$121.6M0.53%90,766CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$116.5M0.51%395,274CommonSOLE
580135101MCDMCDONALDS CORP$113.2M0.49%387,333CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$112.6M0.49%793,761CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$111.0M0.48%253,829CommonNONE
478160104JNJJOHNSON & JOHNSON$109.4M0.48%716,327CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$107.7M0.47%2,326,341CommonSHARED
742718109PGPROCTER AND GAMBLE CO$102.5M0.45%643,517CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$101.9M0.44%326,494CommonSOLE
34959E109FTNTFORTINET INC$99.0M0.43%936,399CommonSHARED
437076102HDHOME DEPOT INC$97.4M0.42%265,591CommonSHARED
060505104BACBANK AMERICA CORP$95.2M0.41%2,012,356CommonNONE
03073E105CORCENCORA INC$92.5M0.40%308,510CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$92.3M0.40%169,713CommonSOLE
64110D104NTAPNETAPP INC$91.7M0.40%861,195CommonNONE
58155Q103MCKMCKESSON CORP$90.3M0.39%123,246CommonSHARED
482480100KLACKLA CORP$88.8M0.39%99,090CommonSOLE
931142103WMTWALMART INC$88.4M0.38%904,105CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$87.6M0.38%216,114CommonSOLE
68389X105ORCLORACLE CORP$85.3M0.37%389,979CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$85.3M0.37%1,090,051CommonNONE
038222105AMATAPPLIED MATLS INC$83.5M0.36%456,535CommonSOLE
78409V104SPGIS&P GLOBAL INC$81.9M0.36%155,292CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$78.6M0.34%176,604CommonSOLE
922475108VEEVVEEVA SYS INC$76.8M0.33%266,571CommonNONE
776696106ROPROPER TECHNOLOGIES INC$76.2M0.33%134,396CommonNONE
125523100CITHE CIGNA GROUP$75.5M0.33%228,316CommonSHARED
17275R102CSCOCISCO SYS INC$75.1M0.33%1,083,234CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$74.3M0.32%4,836,446CommonNONE
891160509TDTORONTO DOMINION BK ONT$73.2M0.32%996,707CommonNONE
031162100AMGNAMGEN INC$69.4M0.30%248,495CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$68.7M0.30%374,598CommonNONE
690742101OCOWENS CORNING NEW$63.2M0.28%459,346CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$63.0M0.27%462,400CommonSOLE
00206R102TAT&T INC$62.7M0.27%2,165,431CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$60.9M0.27%228,669CommonSHARED
855244109SBUXSTARBUCKS CORP$60.7M0.26%662,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$60.3M0.26%753,148CommonNONE
512807306LRCXLAM RESEARCH CORP$60.1M0.26%617,838CommonSOLE
37045V100GMGENERAL MTRS CO$59.8M0.26%1,214,603CommonNONE
191216100KOCOCA COLA CO$59.1M0.26%835,829CommonNONE
29444U700EQIXEQUINIX INC$55.0M0.24%69,190CommonNONE
98978V103ZTSZOETIS INC$53.8M0.23%344,731CommonSOLE
871607107SNPSSYNOPSYS INC$53.2M0.23%103,638CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$53.1M0.23%154,754CommonSOLE
65290E101NXTNEXTRACKER INC$52.9M0.23%972,904CommonNONE
40412C101HCAHCA HEALTHCARE INC$52.8M0.23%137,885CommonNONE
126650100CVSCVS HEALTH CORP$52.2M0.23%756,419CommonNONE
149123101CATCATERPILLAR INC$51.0M0.22%131,309CommonNONE
002824100ABTABBOTT LABS$50.2M0.22%369,066CommonNONE
882508104TXNTEXAS INSTRS INC$49.8M0.22%239,885CommonSHARED
08265T208BSYBENTLEY SYS INC$49.8M0.22%921,469CommonNONE
040413205ANETARISTA NETWORKS INC$49.2M0.21%481,056CommonSOLE
254687106DISDISNEY WALT CO$48.9M0.21%394,284CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$48.6M0.21%68,626CommonNONE
29084Q100EMEEMCOR GROUP INC$48.2M0.21%90,071CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$47.8M0.21%376,763CommonSHARED
526107107LIILENNOX INTL INC$47.8M0.21%83,317CommonNONE
98419M100XYLXYLEM INC$47.1M0.21%364,471CommonSOLE
872540109TJXTJX COS INC NEW$46.7M0.20%378,311CommonNONE
20030N101CMCSACOMCAST CORP NEW$45.6M0.20%1,277,877CommonNONE
14040H105COFCAPITAL ONE FINL CORP$43.5M0.19%204,341CommonNONE
064058100BKBANK NEW YORK MELLON CORP$43.2M0.19%473,755CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$43.0M0.19%196,760CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$40.6M0.18%131,806CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$40.5M0.18%434,482CommonSOLE
125269100CFCF INDS HLDGS INC$40.3M0.18%437,609CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$39.6M0.17%200,356CommonNONE
704326107PAYXPAYCHEX INC$39.2M0.17%269,328CommonSHARED
56501R106MFCMANULIFE FINL CORP$39.1M0.17%1,222,570CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$39.0M0.17%900,708CommonSHARED
617446448MSMORGAN STANLEY$38.8M0.17%275,471CommonNONE
458140100INTCINTEL CORP$38.6M0.17%1,723,025CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$38.4M0.17%64,755CommonNONE
025816109AXPAMERICAN EXPRESS CO$38.0M0.17%119,028CommonNONE
89832Q109TFCTRUIST FINL CORP$37.6M0.16%874,120CommonNONE
780087102RYROYAL BK CDA$37.1M0.16%206,691CommonNONE
713448108PEPPEPSICO INC$37.0M0.16%280,617CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$36.5M0.16%226,957CommonSHARED
98980L101ZNGAZOOM COMMUNICATIONS INC$36.3M0.16%464,957CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$36.1M0.16%176,521CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$35.8M0.16%197,515CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$35.8M0.16%68,140CommonNONE
902973304USBUS BANCORP DEL$35.5M0.15%784,664CommonNONE
36828A101GEVGE VERNOVA INC$35.1M0.15%66,333CommonNONE
761152107RMDRESMED INC$35.0M0.15%135,704CommonNONE
548661107LOWLOWES COS INC$34.7M0.15%156,575CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$34.0M0.15%189,159CommonNONE
668771108GENGEN DIGITAL INC$33.7M0.15%1,147,226CommonSHARED
88034P109TMETENCENT MUSIC ENTMT GROUP$33.6M0.15%1,718,774CommonNONE
09260D107BXBLACKSTONE INC$32.9M0.14%220,076CommonNONE
278865100ECLECOLAB INC$32.4M0.14%120,396CommonSOLE
65339F101NEENEXTERA ENERGY INC$32.4M0.14%466,616CommonNONE
46266C105IQVIQVIA HLDGS INC$32.1M0.14%203,404CommonNONE
808513105SCHWSCHWAB CHARLES CORP$32.0M0.14%350,483CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$31.9M0.14%103,474CommonSOLE
75513E101RTXRTX CORPORATION$31.6M0.14%216,000CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$30.9M0.13%105,220CommonNONE
09290D101BLKBLACKROCK INC$30.8M0.13%29,397CommonNONE
595112103MUMICRON TECHNOLOGY INC$30.5M0.13%247,418CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$30.1M0.13%59,107CommonNONE
032654105ADIANALOG DEVICES INC$29.4M0.13%123,599CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$29.3M0.13%1,747,901CommonNONE
172908105CTASCINTAS CORP$29.1M0.13%130,656CommonSOLE
717081103PFEPFIZER INC$28.9M0.13%1,192,179CommonNONE
907818108UNPUNION PAC CORP$28.9M0.13%125,703CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$28.7M0.12%144,588CommonNONE
25809K105DASHDOORDASH INC$28.3M0.12%114,744CommonNONE
48251W104KKRKKR & CO INC$28.2M0.12%212,324CommonNONE
244199105DEDEERE & CO$27.8M0.12%54,633CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$27.7M0.12%84,888CommonNONE
256163106DOCUDOCUSIGN INC$27.4M0.12%351,498CommonNONE
92343E102VRSNVERISIGN INC$27.3M0.12%94,356CommonNONE
315616102FFIVF5 INC$27.2M0.12%92,576CommonNONE
872590104TMUST-MOBILE US INC$26.9M0.12%112,910CommonSOLE
857477103STTSTATE STR CORP$26.4M0.12%248,314CommonNONE
235851102DHRDANAHER CORPORATION$26.1M0.11%132,345CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$25.9M0.11%89,960CommonNONE
98138H101WDAYWORKDAY INC$25.8M0.11%107,493CommonNONE
925652109VICIVICI PPTYS INC$25.8M0.11%790,649CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$25.6M0.11%248,012CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$25.5M0.11%265,468CommonNONE
252131107DXCMDEXCOM INC$25.5M0.11%292,259CommonNONE
571903202MARMARRIOTT INTL INC NEW$25.5M0.11%93,238CommonNONE
384109104GGGGRACO INC$25.0M0.11%290,745CommonNONE
366651107ITGARTNER INC$24.5M0.11%60,508CommonNONE
036752103ELVELEVANCE HEALTH INC$24.3M0.11%62,527CommonSHARED
693718108PCARPACCAR INC$24.2M0.11%254,432CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$24.1M0.11%143,099CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$23.8M0.10%336,351CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$23.7M0.10%76,112CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$23.7M0.10%127,131CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$22.9M0.10%490,708CommonNONE
775711104ROLROLLINS INC$22.8M0.10%404,575CommonNONE
59156R108METMETLIFE INC$22.6M0.10%281,485CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$22.3M0.10%157,493CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$21.7M0.09%21,972CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$21.7M0.09%179,300CommonNONE
337738108FISVFISERV INC$21.6M0.09%125,194CommonNONE
020002101ALLALLSTATE CORP$21.4M0.09%106,270CommonNONE
049468101TEAMATLASSIAN CORPORATION$21.2M0.09%104,402CommonNONE
12572Q105CMECME GROUP INC$21.0M0.09%76,239CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$21.0M0.09%43,255CommonNONE
228368106CCKCROWN HLDGS INC$20.8M0.09%201,664CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$20.7M0.09%93,811CommonNONE
92338C103VLTOVERALTO CORP$20.7M0.09%205,214CommonSOLE
67059N108NTNXNUTANIX INC$20.6M0.09%270,000CommonNONE
594972408MSTRMICROSTRATEGY INC$20.6M0.09%50,983CommonNONE
95040Q104WELLWELLTOWER INC$20.6M0.09%133,947CommonNONE
031100100AMEAMETEK INC$20.5M0.09%113,230CommonNONE
74624M102PPURE STORAGE INC$20.1M0.09%348,580CommonNONE
216648501COOCOOPER COS INC$19.9M0.09%279,852CommonNONE
94106L109WMWASTE MGMT INC DEL$19.9M0.09%86,940CommonNONE
82509L107SHOPSHOPIFY INC$19.5M0.08%169,182CommonNONE
651639106NEMNEWMONT CORP$19.4M0.08%332,847CommonNONE
35137L204FOXFOX CORP$19.3M0.08%374,506CommonNONE
749685103RPMRPM INTL INC$19.2M0.08%174,528CommonNONE
74340W103PLDPROLOGIS INC.$19.2M0.08%182,318CommonNONE
15135B101CNCCENTENE CORP DEL$19.0M0.08%350,020CommonSOLE
457187102INGRINGREDION INC$18.9M0.08%139,500CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$18.8M0.08%299,636CommonSHARED
03831W108APPAPPLOVIN CORP$18.7M0.08%53,443CommonNONE
303250104FICOFAIR ISAAC CORP$18.6M0.08%10,199CommonNONE
00508Y102AYIACUITY INC$18.6M0.08%62,357CommonNONE
009066101ABNBAIRBNB INC$18.5M0.08%139,993CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$18.5M0.08%58,997CommonNONE
494368103KMBKIMBERLY-CLARK CORP$18.5M0.08%143,463CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$18.4M0.08%327,774CommonSHARED
833034101SNASNAP ON INC$18.3M0.08%58,957CommonNONE
40434L105HPQHP INC$18.2M0.08%745,559CommonSHARED
88579Y101MMM3M CO$18.2M0.08%119,383CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$18.1M0.08%198,902CommonNONE
654106103NKENIKE INC$18.0M0.08%252,753CommonNONE
609207105MDLZMONDELEZ INTL INC$17.9M0.08%265,710CommonNONE
23918K108DVADAVITA INC$17.8M0.08%124,833CommonNONE
30063P105EXKEXACT SCIENCES CORP$17.6M0.08%332,180CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$17.5M0.08%194,235CommonSHARED
615369105MCOMOODYS CORP$17.5M0.08%35,122CommonNONE
452308109ITWILLINOIS TOOL WKS INC$16.8M0.07%67,851CommonNONE
G3223R108EGEVEREST GROUP LTD$16.6M0.07%48,841CommonSHARED
92936U109WPCWP CAREY INC$16.5M0.07%263,873CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$16.4M0.07%291,756CommonSHARED
45784P101PODDINSULET CORP$16.3M0.07%51,929CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$16.1M0.07%208,686CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$15.6M0.07%154,994CommonSHARED
443573100HUBSHUBSPOT INC$15.5M0.07%27,795CommonSHARED
291011104EMREMERSON ELEC CO$15.5M0.07%115,976CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$15.1M0.07%92,368CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$15.1M0.07%202,808CommonNONE
546347105LPXLOUISIANA PAC CORP$14.8M0.06%171,941CommonNONE
833445109SNOWSNOWFLAKE INC$14.7M0.06%65,674CommonNONE
81141R100SESEA LTD$14.5M0.06%90,815CommonNONE
69370C100PTCPTC INC$14.5M0.06%84,104CommonSHARED
911363109URIUNITED RENTALS INC$14.4M0.06%19,125CommonSOLE
62944T105NVRNVR INC$14.2M0.06%1,926CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$14.1M0.06%325,552CommonNONE
770700102HOODROBINHOOD MKTS INC$14.1M0.06%150,714CommonNONE
19260Q107COINCOINBASE GLOBAL INC$14.0M0.06%40,054CommonNONE
632307104NTRANATERA INC$14.0M0.06%82,856CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$13.9M0.06%207,587CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$13.8M0.06%51,517CommonNONE
042735100ARWARROW ELECTRS INC$13.8M0.06%108,129CommonSOLE
88025T102TENBTENABLE HLDGS INC$13.7M0.06%406,202CommonNONE
053332102AZOAUTOZONE INC$13.7M0.06%3,688CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$13.7M0.06%106,444CommonNONE
049560105ATOATMOS ENERGY CORP$13.7M0.06%88,641CommonNONE
03662Q105AKXANSYS INC$13.5M0.06%38,563CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$13.5M0.06%18,494CommonNONE
14149Y108CAHCARDINAL HEALTH INC$13.5M0.06%80,288CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$13.4M0.06%135,430CommonNONE
958102105WDCWESTERN DIGITAL CORP$13.4M0.06%209,143CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$13.2M0.06%55,532CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$13.1M0.06%44,128CommonNONE
23804L103DDOGDATADOG INC$12.9M0.06%95,761CommonSOLE
217204106CPRTCOPART INC$12.8M0.06%260,652CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.8M0.06%31,255CommonNONE
009158106APDAIR PRODS & CHEMS INC$12.7M0.06%45,116CommonNONE
18915M107NETCLOUDFLARE INC$12.7M0.06%64,943CommonNONE
071813109BAXBAXTER INTL INC$12.7M0.06%418,807CommonNONE
126408103CSXCSX CORP$12.6M0.05%386,685CommonNONE
45168D104IDXXIDEXX LABS INC$12.5M0.05%23,335CommonNONE
380237107GDDYGODADDY INC$12.4M0.05%68,590CommonSHARED
05464C101AXONAXON ENTERPRISE INC$12.3M0.05%14,874CommonSHARED
74762E102QUREQUANTA SVCS INC$12.2M0.05%32,214CommonSOLE
278642103EBAYEBAY INC.$12.2M0.05%163,503CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$12.1M0.05%59,503CommonNONE
001055102AFLAFLAC INC$12.1M0.05%114,782CommonNONE
099724106BWABORGWARNER INC$12.1M0.05%360,267CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$12.0M0.05%339,177CommonNONE
063671101BMOBANK MONTREAL QUE$12.0M0.05%108,550CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$12.0M0.05%552,700CommonNONE
771049103RBLXROBLOX CORP$12.0M0.05%113,892CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$12.0M0.05%163,374CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$11.9M0.05%152,058CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$11.8M0.05%54,022CommonSOLE
253868103DLRDIGITAL RLTY TR INC$11.8M0.05%67,467CommonNONE
655844108NSCNORFOLK SOUTHN CORP$11.6M0.05%45,432CommonNONE
969904101WSMWILLIAMS SONOMA INC$11.6M0.05%71,053CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$11.3M0.05%142,782CommonNONE
750491102RDNTRADNET INC$11.2M0.05%196,594CommonNONE
88557W101QFINQIFU TECHNOLOGY INC$11.2M0.05%257,454CommonNONE
760759100RSGREPUBLIC SVCS INC$11.1M0.05%44,997CommonNONE
665859104NTRSNORTHERN TR CORP$11.0M0.05%86,734CommonNONE
115236101BROBROWN & BROWN INC$11.0M0.05%98,935CommonNONE
075887109BDXBECTON DICKINSON & CO$11.0M0.05%63,657CommonNONE
22052L104CTVACORTEVA INC$10.9M0.05%145,963CommonNONE
31428X106FDXFEDEX CORP$10.9M0.05%47,851CommonNONE
682189105ONON SEMICONDUCTOR CORP$10.8M0.05%207,008CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$10.7M0.05%57,522CommonNONE
026874784AIGAMERICAN INTL GROUP INC$10.7M0.05%124,723CommonNONE
03076C106AMPAMERIPRISE FINL INC$10.6M0.05%19,944CommonNONE
142339100CSLCARLISLE COS INC$10.4M0.05%27,740CommonSOLE
436440101HO1HOLOGIC INC$10.4M0.05%158,964CommonNONE
146869102CVNACARVANA CO$10.1M0.04%29,974CommonNONE
311900104FASTFASTENAL CO$10.1M0.04%239,906CommonNONE
756109104OREALTY INCOME CORP$9.8M0.04%170,388CommonNONE
55354G100MSCIMSCI INC$9.7M0.04%16,886CommonNONE
929740108WABWABTEC$9.7M0.04%46,478CommonNONE
88162G103TTEKTETRA TECH INC NEW$9.7M0.04%268,738CommonSOLE
189054109CLXCLOROX CO DEL$9.7M0.04%80,463CommonSHARED
064149107BNSBANK NOVA SCOTIA HALIFAX$9.6M0.04%174,086CommonNONE
22822V101CCICROWN CASTLE INC$9.6M0.04%93,351CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$9.6M0.04%52,926CommonNONE
92276F100VTRVENTAS INC$9.6M0.04%151,638CommonNONE
12504L109CBRECBRE GROUP INC$9.5M0.04%67,919CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$9.5M0.04%65,786CommonNONE
29476L107EQREQUITY RESIDENTIAL$9.5M0.04%140,637CommonNONE
87612E106TGTTARGET CORP$9.5M0.04%95,808CommonNONE
136375102CNICANADIAN NATL RY CO$9.4M0.04%90,418CommonNONE
345370860FFORD MTR CO$9.4M0.04%862,155CommonSHARED
336433107FSLRFIRST SOLAR INC$9.3M0.04%55,893CommonSHARED
231021106CMICUMMINS INC$9.2M0.04%28,072CommonNONE
285512109EAELECTRONIC ARTS INC$9.2M0.04%57,476CommonNONE
219350105GLWCORNING INC$9.1M0.04%172,999CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$9.1M0.04%72,390CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$9.1M0.04%76,222CommonNONE
759509102RSRELIANCE INC$9.0M0.04%28,688CommonSHARED
30161N101EXCEXELON CORP$9.0M0.04%207,004CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$9.0M0.04%110,336CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$9.0M0.04%41,123CommonSOLE
143658300CCL1EURCARNIVAL CORP$8.9M0.04%317,777CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$8.9M0.04%72,834CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$8.9M0.04%119,552CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.9M0.04%36,600CommonNONE
49271V100KDPKEURIG DR PEPPER INC$8.9M0.04%267,979CommonNONE
988498101YUMYUM BRANDS INC$8.8M0.04%59,718CommonNONE
297178105ESSESSEX PPTY TR INC$8.8M0.04%30,975CommonNONE
778296103ROSTROSS STORES INC$8.7M0.04%67,917CommonNONE
487836108KKELLANOVA$8.6M0.04%107,866CommonSOLE
80004C200SNDKSANDISK CORP$8.6M0.04%188,846CommonSOLE
85472N109STNSTANTEC INC$8.5M0.04%78,358CommonSOLE
09062X103BIIBBIOGEN INC$8.4M0.04%67,231CommonNONE
872657101TPGTPG INC$8.4M0.04%160,491CommonNONE
744320102PRUPRUDENTIAL FINL INC$8.4M0.04%78,133CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$8.4M0.04%26,100CommonNONE
624756102MLIMUELLER INDS INC$8.3M0.04%104,896CommonNONE
H2927K103AMRZAMRIZE LTD$8.3M0.04%166,931CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$8.2M0.04%59,978CommonNONE
14316J108CGCARLYLE GROUP INC$8.2M0.04%160,001CommonNONE
852234103XYZBLOCK INC$8.2M0.04%120,782CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$8.2M0.04%116,473CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$8.1M0.04%24,314CommonNONE
631103108NDAQNASDAQ INC$8.1M0.04%90,166CommonNONE
G6683N103NUNU HLDGS LTD$8.0M0.04%586,336CommonNONE
871829107SYYSYSCO CORP$7.9M0.03%104,358CommonSHARED
49177J102KVUEKENVUE INC$7.9M0.03%376,630CommonNONE
N3168P101FERFERROVIAL SE$7.8M0.03%146,900CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$7.7M0.03%73,995CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.7M0.03%33,904CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$7.7M0.03%34,655CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$7.7M0.03%258,500CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$7.5M0.03%101,433CommonNONE
35905A109FTDRFRONTDOOR INC$7.4M0.03%125,600CommonNONE
23331A109DHID R HORTON INC$7.4M0.03%57,013CommonNONE
929160109VMCVULCAN MATLS CO$7.2M0.03%27,685CommonNONE
118440106BKEBUCKLE INC$7.2M0.03%158,800CommonNONE
45687V106IRINGERSOLL RAND INC$7.2M0.03%86,502CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$7.2M0.03%41,487CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$7.2M0.03%6,103CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$7.2M0.03%29,495CommonNONE
504922105LHLABCORP HOLDINGS INC$7.1M0.03%27,107CommonNONE
22160N109CSGPCOSTAR GROUP INC$7.1M0.03%87,951CommonNONE
880770102TERTERADYNE INC$7.1M0.03%78,403CommonNONE
209115104EDCONSOLIDATED EDISON INC$7.0M0.03%70,165CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$7.0M0.03%12,777CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7.0M0.03%22,613CommonNONE
910047109UALUNITED AIRLS HLDGS INC$6.9M0.03%86,474CommonNONE
88339J105TTDTHE TRADE DESK INC$6.7M0.03%93,677CommonNONE
55261F104MTBM & T BK CORP$6.7M0.03%34,716CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6.7M0.03%21,844CommonNONE
147448104CWSTCASELLA WASTE SYS INC$6.6M0.03%57,200CommonNONE
29260V105DAVAENDAVA PLC$6.6M0.03%428,800CommonNONE
670346105NUENUCOR CORP$6.6M0.03%50,688CommonNONE
50212V100LPLALPL FINL HLDGS INC$6.6M0.03%17,474CommonNONE
835495102SONSONOCO PRODS CO$6.5M0.03%149,400CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$6.5M0.03%55,083CommonNONE
294429105EFXEQUIFAX INC$6.5M0.03%25,058CommonNONE
26614N102DDDUPONT DE NEMOURS INC$6.4M0.03%93,880CommonSHARED
370334104GISGENERAL MLS INC$6.4M0.03%124,117CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$6.3M0.03%38,712CommonNONE
219948106CPAYCORPAY INC$6.2M0.03%18,786CommonNONE
032095101APHAMPHENOL CORP NEW$6.2M0.03%63,070CommonNONE
48203R104JNPJUNIPER NETWORKS INC$6.2M0.03%154,858CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6.1M0.03%39,809CommonNONE
056525108BMIBADGER METER INC$6.1M0.03%24,921CommonSOLE
46284V101IRMIRON MTN INC DEL$6.1M0.03%58,995CommonNONE
896239100TRMBTRIMBLE INC$6.0M0.03%79,603CommonNONE
687793109OSCROSCAR HEALTH INC$6.0M0.03%281,500CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$6.0M0.03%67,023CommonNONE
444859102HUMHUMANA INC$6.0M0.03%24,587CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$6.0M0.03%40,574CommonNONE
093671105HRBBLOCK H & R INC$6.0M0.03%108,500CommonNONE
316773100FITBFIFTH THIRD BANCORP$5.9M0.03%144,145CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$5.9M0.03%88,970CommonNONE
892356106TSCOTRACTOR SUPPLY CO$5.9M0.03%111,102CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5.8M0.03%285,212CommonNONE
888787108TOSTTOAST INC$5.8M0.03%131,640CommonNONE
084423102WRBBERKLEY W R CORP$5.8M0.03%79,097CommonNONE
260003108DOVDOVER CORP$5.8M0.03%31,586CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$5.8M0.03%153,816CommonNONE
046353108AZNNASTRAZENECA PLC$5.8M0.03%82,473CommonNONE
G7S00T104PNRPENTAIR PLC$5.7M0.02%55,857CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.7M0.02%24,129CommonSHARED
44332N106HTHTH WORLD GROUP LTD$5.6M0.02%166,500CommonNONE
570535104MKLMARKEL GROUP INC$5.6M0.02%2,813CommonNONE
172755100CRUSCIRRUS LOGIC INC$5.6M0.02%53,648CommonSOLE
941848103WATWATERS CORP$5.6M0.02%15,943CommonSOLE
04010L103ARCCARES CAPITAL CORP$5.5M0.02%252,555CommonNONE
427866108HSYHERSHEY CO$5.5M0.02%33,331CommonSHARED
086516101BBYBEST BUY INC$5.5M0.02%82,431CommonSHARED
50050N103KTBKONTOOR BRANDS INC$5.5M0.02%83,600CommonNONE
466313103JBLJABIL INC$5.5M0.02%25,150CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$5.5M0.02%477,417CommonNONE
693506107PPGPPG INDS INC$5.5M0.02%47,964CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$5.4M0.02%96,742CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$5.4M0.02%32,799CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$5.4M0.02%22,891CommonSHARED
496902404KGCKINROSS GOLD CORP$5.4M0.02%343,611CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$5.4M0.02%109,593CommonNONE
452327109ILMNILLUMINA INC$5.3M0.02%55,942CommonNONE
460146103IPINTERNATIONAL PAPER CO$5.3M0.02%113,585CommonNONE
237194105DRIDARDEN RESTAURANTS INC$5.3M0.02%24,297CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$5.3M0.02%99,924CommonNONE
526057104LENLENNAR CORP$5.2M0.02%47,439CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$5.2M0.02%347,214CommonNONE
8676EP108STKLSUNOPTA INC$5.2M0.02%900,235CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$5.2M0.02%307,823CommonNONE
695156109PKGPACKAGING CORP AMER$5.2M0.02%27,376CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$5.1M0.02%37,018CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.1M0.02%33,724CommonNONE
12514G108CDWCDW CORP$5.1M0.02%28,484CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$5.1M0.02%21,655CommonNONE
18467V109YOUCLEAR SECURE INC$5.0M0.02%180,600CommonNONE
172062101CINFCINCINNATI FINL CORP$5.0M0.02%33,521CommonNONE
06849F108BBARRICK MNG CORP$4.9M0.02%237,119CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$4.9M0.02%88,698CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$4.9M0.02%87,600CommonNONE
256677105DGDOLLAR GEN CORP NEW$4.8M0.02%42,074CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$4.8M0.02%23,887CommonNONE
559222401MGAMAGNA INTL INC$4.8M0.02%123,752CommonNONE
942622200WSOWATSCO INC$4.7M0.02%10,753CommonSHARED
72352L106PINSPINTEREST INC$4.7M0.02%132,144CommonNONE
443510607HUBBHUBBELL INC$4.7M0.02%11,549CommonSOLE
500754106KHCKRAFT HEINZ CO$4.7M0.02%182,573CommonNONE
G2519Y108BAPCREDICORP LTD$4.7M0.02%21,000CommonNONE
018522300AEBAALLETE INC$4.6M0.02%71,672CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$4.6M0.02%82,750CommonNONE
26484T106DNBDUN & BRADSTREET HLDGS INC$4.6M0.02%502,065CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.5M0.02%192,712CommonNONE
101121101BXPBXP INC$4.5M0.02%66,534CommonNONE
858119100STLDSTEEL DYNAMICS INC$4.5M0.02%34,968CommonSHARED
75737F108RDFNREDFIN CORP$4.5M0.02%400,000CommonSOLE
013091103ACIALBERTSONS COS INC$4.4M0.02%206,677CommonSOLE
745867101PHMPULTE GROUP INC$4.3M0.02%41,179CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$4.3M0.02%227,739CommonSHARED
90384S303ULTAULTA BEAUTY INC$4.3M0.02%9,106CommonNONE
55903Q104MQ8MAG SILVER CORP$4.3M0.02%201,289CommonSOLE
540424108LLOEWS CORP$4.2M0.02%46,268CommonNONE
37940X102GPNGLOBAL PMTS INC$4.2M0.02%52,445CommonNONE
256746108DLTRDOLLAR TREE INC$4.2M0.02%42,328CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4.2M0.02%50,309CommonNONE
174610105CFGCITIZENS FINL GROUP INC$4.2M0.02%93,011CommonNONE
Y2990R101HAFNHAFNIA LTD$4.1M0.02%827,583CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4.1M0.02%51,964CommonNONE
47103J105JANXJANUX THERAPEUTICS INC$4.1M0.02%177,820CommonNONE
281020107EIXEDISON INTL$4.1M0.02%79,125CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$4.1M0.02%42,306CommonNONE
579780206MKCMCCORMICK & CO INC$4.1M0.02%53,634CommonNONE
892672106TWTRADEWEB MKTS INC$4.1M0.02%27,687CommonNONE
M46528101FROFRONTLINE PLC$4.1M0.02%246,955CommonSOLE
053611109AVYAVERY DENNISON CORP$4.0M0.02%22,961CommonNONE
67077M108NTRNUTRIEN LTD$3.9M0.02%66,624CommonNONE
12532H104GIBCGI INC$3.9M0.02%36,964CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$3.8M0.02%52,333CommonNONE
260557103DOWDOW INC$3.8M0.02%145,213CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$3.8M0.02%1,963CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3.8M0.02%42,083CommonNONE
46187W107INVHINVITATION HOMES INC$3.8M0.02%117,024CommonNONE
05478C105AZEKAZEK CO INC$3.8M0.02%70,000CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$3.8M0.02%61,459CommonNONE
G3075P101ESGRUSDENSTAR GROUP LIMITED$3.8M0.02%11,250CommonSOLE
679295105OKTAOKTA INC$3.8M0.02%37,804CommonNONE
00090Q103ADTADT INC DEL$3.8M0.02%445,692CommonNONE
303075105FDSFACTSET RESH SYS INC$3.8M0.02%8,414CommonNONE
90138F102TWLOTWILIO INC$3.8M0.02%30,304CommonNONE
023436108AMEDAMEDISYS INC$3.8M0.02%38,186CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$3.7M0.02%102,700CommonSOLE
518439104ELLAUDER ESTEE COS INC$3.7M0.02%46,207CommonNONE
91332U101UUNITY SOFTWARE INC$3.7M0.02%153,533CommonNONE
38526M106LOPEGRAND CANYON ED INC$3.7M0.02%19,585CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$3.7M0.02%143,375CommonSHARED
058498106BALLBALL CORP$3.6M0.02%64,677CommonNONE
H33700107GLOBAL BLUE GROUP HOLDING AG$3.6M0.02%481,128CommonSOLE
398433102GFFGRIFFON CORP$3.6M0.02%49,634CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$3.6M0.02%24,197CommonNONE
16411R208LNGCHENIERE ENERGY INC$3.6M0.02%14,700CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$3.6M0.02%31,190CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3.6M0.02%309,973CommonSOLE
89400J107TRUTRANSUNION$3.6M0.02%40,394CommonNONE
127055101CBTCABOT CORP$3.5M0.02%47,300CommonNONE
372460105GPCGENUINE PARTS CO$3.5M0.02%29,240CommonNONE
681919106OMCOMNICOM GROUP INC$3.5M0.02%48,954CommonNONE
493267108KEYKEYCORP$3.5M0.02%201,447CommonSHARED
48553T106BZKANZHUN LIMITED$3.5M0.02%195,900CommonNONE
04271T100ARRYARRAY TECHNOLOGIES INC$3.4M0.01%584,170CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$3.4M0.01%76,185CommonNONE
866674104SUISUN CMNTYS INC$3.3M0.01%26,062CommonNONE
00766T100ACMAECOM$3.3M0.01%29,054CommonNONE

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.