MondegarAI
Andra AP-fonden

Q2 2025 · 13F-HR

Andra AP-fondenholdings as filed

Filed 2025-08-06 · accession 0001535452-25-000004

$7.19B
Reported value
467
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Andra AP-fonden · Q2 2025

AI · grounded in 13F

Andra AP-fonden established a new position in NVDA valued at $196.4M. The fund also opened new stakes in QCOM for $165.9M and AAPL for $162.2M. Additional new positions include KLAC at $106M and APP at $96.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$196.4M2.73%1,243,300CommonSOLE
747525103QCOMQUAL$165.9M2.31%1,041,521CommonSOLE
037833100AAPLAPPLE INC$162.2M2.26%790,500CommonSOLE
482480100KLACKLA CORP$106.0M1.47%118,333CommonSOLE
03831W108APPAPPLOVIN CORP$96.8M1.35%276,600CommonSOLE
64110D104NTAPNETAPP INC$84.1M1.17%789,164CommonSOLE
30303M102METAMETA PLATFORMS INC$74.2M1.03%100,589CommonSOLE
366651107ITGARTNER INC$71.1M0.99%175,800CommonSOLE
380237107GDDYGODADDY INC$68.7M0.96%381,310CommonSOLE
038222105AMATAPPLIED MATLS INC$68.5M0.95%373,933CommonSOLE
969904101WSMWILLIAMS SONOMA INC$66.4M0.92%406,300CommonSOLE
512807306LRCXLAM RESEARCH CORP$64.6M0.90%663,995CommonSOLE
375558103GILDGILEAD SCIENCES INC$64.1M0.89%577,800CommonSOLE
00724F101ADBEADOBE INC$59.0M0.82%152,619CommonSOLE
64110L106NFLXNETFLIX INC$58.9M0.82%44,000CommonSOLE
594918104MSFTMICROSOFT CORP$58.2M0.81%116,986CommonSOLE
92343V104VZVERIZON$57.0M0.79%1,317,600CommonSOLE
35137L204FOXFOX CORP CL B$55.8M0.78%1,081,700CommonSOLE
931142103WMTWALMART INC$53.6M0.75%548,188CommonSOLE
548661107LOWLOWES COS INC$52.8M0.74%238,200CommonSOLE
02079K305GOOGLALPHABET INC CAP STK$52.8M0.73%299,512CommonSOLE
35137L105FOXAFOX CORP CL A$51.6M0.72%920,800CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$50.5M0.70%89,800CommonSOLE
79466L302CRMSALESFORCE INC$47.5M0.66%174,145CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$47.0M0.65%221,131CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$46.5M0.65%341,074CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$45.9M0.64%374,110CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$45.8M0.64%59,698CommonSOLE
023135106AMZNAMAZON$44.7M0.62%203,966CommonSOLE
285512109EAELECTRONIC ARTS INC$44.6M0.62%279,500CommonSOLE
02079K107GOOGALPHABET INC$44.6M0.62%251,400CommonSOLE
58933Y105MRKMERCK & CO INC$44.5M0.62%561,600CommonSOLE
34959E109FTNTFORTINET INC$44.3M0.62%418,620CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL ORD$43.2M0.60%299,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$43.2M0.60%144,377CommonSOLE
872590104TMUST-MOBILE US INC$42.0M0.58%176,100CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$41.9M0.58%537,349CommonSOLE
311900104FASTFASTENAL CO$40.6M0.56%966,100CommonSOLE
337738108FISVFISERV INC$40.1M0.56%232,395CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$39.6M0.55%181,400CommonSOLE
052769106ADSKAUTODESK INC$39.6M0.55%127,949CommonSOLE
872540109TJXTJX COS INC NEW$39.5M0.55%320,000CommonSOLE
880770102TERTERADYNE INC$39.0M0.54%433,524CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$38.9M0.54%301,500CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$38.9M0.54%53,119CommonSOLE
303250104FICOFAIR ISAAC CORP$38.4M0.53%21,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$37.9M0.53%117,420CommonSOLE
668771108GENGEN DIGITAL INC$37.7M0.52%1,282,300CommonSOLE
25809K105DASHDOORDASH INC$37.5M0.52%152,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$37.5M0.52%504,000CommonSOLE
40434L105HPQHP INC$37.4M0.52%1,529,700CommonSOLE
496902404KGCKINROSS GOLD CORP$36.7M0.51%1,726,300CommonSOLE
88579Y101MMM3M CO$36.2M0.50%237,462CommonSOLE
189054109CLXCLOROX CO DEL$36.0M0.50%300,059CommonSOLE
72352L106PINSPINTEREST INC$35.9M0.50%1,000,356CommonSOLE
11135F101AVGOBROAD$35.6M0.49%129,057CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$35.3M0.49%6,100CommonSOLE
487836108KKELLANOVA$34.4M0.48%432,600CommonSOLE
92343E102VRSNVERISIGN INC$34.2M0.48%118,300CommonSOLE
G6683N103NUNU HLDGS LTD ORD SHS$34.1M0.47%2,487,100CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$34.0M0.47%118,400CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$34.0M0.47%509,300CommonSOLE
136069101CMCANADIAN IMPERIAL BK$33.7M0.47%348,200CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$33.6M0.47%332,983CommonSOLE
040413205ANETARISTA NETWORKS INC$33.2M0.46%324,751CommonSOLE
778296103ROSTROSS STORES INC$33.1M0.46%259,400CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$33.0M0.46%712,909CommonSOLE
23918K108DVADAVITA INC$32.9M0.46%231,184CommonSOLE
086516101BBYBEST BUY INC$32.9M0.46%490,300CommonSOLE
00206R102TAT&T INC$32.9M0.46%1,137,100CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$32.9M0.46%111,500CommonSOLE
384802104GWWGRAINGER W W INC$32.7M0.45%31,400CommonSOLE
172908105CTASCINTAS CORP$32.3M0.45%144,900CommonSOLE
682189105ONON SEMICONDUCTOR CORP$32.2M0.45%614,549CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$32.0M0.44%45,197CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$32.0M0.44%176,410CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.9M0.44%208,700CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31.7M0.44%101,500CommonSOLE
172967424CCITIGROUP INC$31.4M0.44%369,000CommonSOLE
12504L109CBRECBRE GROUP INC$30.8M0.43%220,100CommonSOLE
743315103PGRPROGRESSIVE CORP$30.3M0.42%113,500CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$30.3M0.42%104,400CommonSOLE
871607107SNPSSYNOPSYS INC$30.1M0.42%58,668CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$30.0M0.42%312,300CommonSOLE
29084Q100EMEEMCOR GROUP INC$29.8M0.41%55,700CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$29.7M0.41%149,900CommonSOLE
92826C839VVISA INC$29.2M0.41%82,341CommonSOLE
281020107EIXEDISON INTL$29.1M0.41%564,700CommonSOLE
69331C108PCGPG&E CORP$28.9M0.40%2,074,419CommonSOLE
17275R102CSCOCISCO SYS INC$28.7M0.40%414,178CommonSOLE
437076102HDHOME DEPOT INC$28.6M0.40%78,100CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$28.5M0.40%115,100CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$27.8M0.39%94,800CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$27.4M0.38%170,400CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$27.2M0.38%238,300CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$26.8M0.37%115,100CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD$26.6M0.37%157,500CommonSOLE
81762P102NOWSERVICENOW INC$26.2M0.36%25,511CommonSOLE
143658300CCL1EURCARNIVAL CORP$26.2M0.36%932,500CommonSOLE
92338C103VLTOVERALTO CORP$25.7M0.36%254,800CommonSOLE
907818108UNPUNION PAC CORP$25.5M0.35%110,714CommonSOLE
68389X105ORCLORACLE CORP$25.3M0.35%115,528CommonSOLE
45337C102INCYINCYTE CORP$25.3M0.35%370,800CommonSOLE
46284V101IRMIRON MTN INC DEL$25.2M0.35%245,900CommonSOLE
82509L107SHOPSHOPIFY INC$25.1M0.35%159,700CommonSOLE
191216100KOCOCA COLA CO$24.7M0.34%349,100CommonSOLE
761152107RMDRESMED INC$24.6M0.34%95,200CommonSOLE
12532H104GIBCGI INC$24.2M0.34%169,300CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$24.0M0.33%70,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$23.7M0.33%238,934CommonSOLE
315616102FFIVF5 INC$23.0M0.32%78,200CommonSOLE
760759100RSGREPUBLIC SVCS INC$22.9M0.32%92,800CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$22.9M0.32%251,385CommonSOLE
526107107LIILENNOX INTL INC$22.5M0.31%39,200CommonSOLE
025816109AXPAMERICAN EXPRESS CO$21.9M0.30%68,648CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$21.8M0.30%98,589CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$21.7M0.30%352,400CommonSOLE
92276F100VTRVENTAS INC$21.7M0.30%344,000CommonSOLE
81141R100SESEA LTD SPONS$21.6M0.30%134,900CommonSOLE
31428X106FDXFEDEX CORP$20.8M0.29%91,600CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$20.8M0.29%85,400CommonSOLE
75734B100RDDTREDDIT INC$20.7M0.29%137,800CommonSOLE
902973304USBUS BANCORP DEL$20.7M0.29%458,400CommonSOLE
717081103PFEPFIZER INC$19.8M0.28%816,100CommonSOLE
15135B101CNCCENTENE CORP DEL$19.6M0.27%360,300CommonSOLE
892672106TWTRADEWEB MKTS INC$19.4M0.27%132,600CommonSOLE
925652109VICIVICI PPTYS INC$19.4M0.27%593,900CommonSOLE
681919106OMCOMNI$19.1M0.27%264,855CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$18.9M0.26%181,600CommonSOLE
12572Q105CMECME GROUP INC$18.8M0.26%68,200CommonSOLE
929740108WABWABTEC$18.8M0.26%89,700CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$18.8M0.26%201,100CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$18.7M0.26%226,200CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$18.5M0.26%59,900CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$18.2M0.25%891,860CommonSOLE
443573100HUBSHUBSPOT INC$18.1M0.25%32,585CommonSOLE
45784P101PODDINSULET CORP$18.1M0.25%57,600CommonSOLE
20030N101CMCSACOMCAST CORP NEW$18.1M0.25%506,321CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$18.0M0.25%386,200CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$18.0M0.25%60,500CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$17.8M0.25%138,800CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$17.8M0.25%120,200CommonSOLE
695156109PKGPACKAGING CORP AMER$17.7M0.25%93,800CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$17.7M0.25%56,700CommonSOLE
98978V103ZTSZOETIS INC$17.7M0.25%113,200CommonSOLE
231021106CMICUMMINS INC$17.4M0.24%53,200CommonSOLE
65249B109NWSANEWS CORP NEW$17.4M0.24%583,932CommonSOLE
942622200WSOWATSCO INC$17.3M0.24%39,200CommonSOLE
574599106MASMASCO CORP$17.3M0.24%268,700CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$17.2M0.24%204,358CommonSOLE
532457108LLYELI LILLY & CO$17.0M0.24%21,800CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$17.0M0.24%77,900CommonSOLE
87612E106TGTTARGET CORP$17.0M0.24%171,900CommonSOLE
67059N108NTNXNUTANIX INC$16.5M0.23%215,707CommonSOLE
244199105DEDEERE & CO$16.3M0.23%32,000CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$16.1M0.22%13,669CommonSOLE
704326107PAYXPAYCHEX INC$16.0M0.22%110,179CommonSOLE
G0176J109ALLEALLEGION PLC ORD$16.0M0.22%111,081CommonSOLE
16119P108CHTRCHARTER$15.9M0.22%38,900CommonSOLE
749685103RPMRPM INTL INC$15.9M0.22%144,400CommonSOLE
758849103REGREGENCY CTRS CORP$15.8M0.22%222,000CommonSOLE
278642103EBAYEBAY INC$15.5M0.22%207,678CommonSOLE
55354G100MSCIMSCI INC$15.4M0.21%26,700CommonSOLE
888787108TOSTTOAST INC$15.3M0.21%344,600CommonSOLE
25754A201DPZDOMINOS PIZZA INC$14.8M0.21%32,800CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$14.6M0.20%836,500CommonSOLE
55261F104MTBM & T BK CORP$14.5M0.20%74,500CommonSOLE
629377508NRGNRG ENERGY INC$14.4M0.20%89,593CommonSOLE
049468101TEAMATLASSIAN CORPORATION$14.3M0.20%70,423CommonSOLE
05464C101AXONAXON ENTERPRISE INC$14.3M0.20%17,273CommonSOLE
49446R109KIMKIMCO RLTY CORP$14.2M0.20%676,500CommonSOLE
G7S00T104PNRPENTAIR PLC$14.1M0.20%137,300CommonSOLE
00766T100ACMAE$14.0M0.20%124,300CommonSOLE
H2906T109GRMNGARMIN LTD$14.0M0.19%67,000CommonSOLE
833445109SNOWSNOWFLAKE INC$14.0M0.19%62,445CommonSOLE
00287Y109ABBVABBVIE INC$13.9M0.19%74,800CommonSOLE
N3167Y103RACEFERRARI N V$13.9M0.19%33,327CommonSOLE
461202103INTUINTUIT$13.7M0.19%17,344CommonSOLE
G3265R107APTVAPTIV PLC$13.4M0.19%195,904CommonSOLE
745867101PHMPULTE GROUP INC$13.3M0.19%126,200CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$13.2M0.18%78,300CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$13.0M0.18%125,626CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$13.0M0.18%80,222CommonSOLE
209115104EDCONSOLIDATED EDISON INC$13.0M0.18%129,500CommonSOLE
40412C101HCAHCA HEALTHCARE INC$12.9M0.18%33,800CommonSOLE
29476L107EQREQUITY RESIDENTIAL$12.6M0.18%187,100CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$12.4M0.17%60,700CommonSOLE
62944T105NVRNVR INC$12.2M0.17%1,650CommonSOLE
90138F102TWLOTWILIO INC$12.2M0.17%97,720CommonSOLE
615369105MCOMOODYS CORP$12.1M0.17%24,200CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$12.1M0.17%215,137CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$11.8M0.16%100,300CommonSOLE
771049103RBLXROBLOX CORP$11.7M0.16%111,300CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$11.6M0.16%260,000CommonSOLE
053611109AVYAVERY DENNISON CORP$11.4M0.16%65,200CommonSOLE
98138H101WDAYWORKDAY INC$11.3M0.16%47,190CommonSOLE
H50430232LOGILOGITECH INTL S A$11.2M0.16%157,408CommonSOLE
084423102WRBBERKLEY W R CORP$11.1M0.15%151,600CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$11.1M0.15%27,398CommonSOLE
60937P106MDBMONGODB INC$11.1M0.15%52,769CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$11.0M0.15%135,200CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$11.0M0.15%113,900CommonSOLE
902653104UDRUDR INC$10.8M0.15%265,679CommonSOLE
115236101BROBROWN & BROWN INC$10.6M0.15%95,804CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.5M0.15%10,582CommonSOLE
142339100CSLCARLISLE COS INC$10.2M0.14%27,449CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$10.2M0.14%87,300CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$10.0M0.14%19,683CommonSOLE
92936U109WPCWP CAREY INC$10.0M0.14%160,700CommonSOLE
30161N101EXCEXELON CORP$9.9M0.14%226,861CommonSOLE
278865100ECLECOLAB INC$9.8M0.14%36,500CommonSOLE
452327109ILMNILLUMINA INC$9.8M0.14%102,491CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9.7M0.13%40,700CommonSOLE
922475108VEEVVEEVA SYS INC CL A$9.4M0.13%32,800CommonSOLE
122017106BURLBURLINGTON STORES INC$9.4M0.13%40,600CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$9.4M0.13%178,300CommonSOLE
351858105FNVFRANCO NEV CORP$9.3M0.13%41,500CommonSOLE
833034101SNASNAP ON INC$9.0M0.13%29,068CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$9.0M0.13%352,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.9M0.12%16,400CommonSOLE
053332102AZOAUTOZONE INC$8.9M0.12%2,400CommonSOLE
013091103ACIALBERTSONS COS INC$8.9M0.12%413,900CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$8.8M0.12%37,100CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$8.7M0.12%84,761CommonSOLE
22822V101CCICROWN CASTLE INC$8.4M0.12%82,200CommonSOLE
217204106CPRTCOPART INC$8.4M0.12%171,500CommonSOLE
759509102RSRELIANCE INC$8.4M0.12%26,700CommonSOLE
23331A109DHID R HORTON INC$8.1M0.11%62,600CommonSOLE
443510607HUBBHUBBELL INC$8.0M0.11%19,700CommonSOLE
23804L103DDOGDATADOG INC CL A$8.0M0.11%59,565CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.0M0.11%42,800CommonSOLE
29530P102ERIEERIE INDTY CO$7.9M0.11%22,889CommonSOLE
683715106OTEXOPEN TEXT CORP$7.9M0.11%197,900CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7.9M0.11%125,700CommonSOLE
18915M107NETCLOUDFLARE INC CL A$7.8M0.11%39,797CommonSOLE
297178105ESSESSEX PPTY TR INC$7.8M0.11%27,496CommonSOLE
133131102CPTCAMDEN PPTY TR$7.8M0.11%68,900CommonSOLE
09260D107BXBLACKSTONE INC$7.7M0.11%51,700CommonSOLE
882508104TXNTEXAS INSTRS INC$7.7M0.11%37,200CommonSOLE
146869102CVNACARVANA CO$7.7M0.11%22,800CommonSOLE
031100100AMEAMETEK INC$7.7M0.11%42,400CommonSOLE
98980G102ZSZSCALER INC$7.5M0.10%23,969CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$7.5M0.10%318,600CommonSOLE
958102105WDCWESTERN DIGITAL CORP$7.5M0.10%116,590CommonSOLE
852234103XYZBLOCK INC$7.4M0.10%108,600CommonSOLE
G2519Y108BAPCREDICORP LTD$7.3M0.10%32,800CommonSOLE
579780206MKCMCCORMICK & CO INC$7.3M0.10%96,300CommonSOLE
001055102AFLAFLAC INC$7.3M0.10%68,800CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.0M0.10%170,800CommonSOLE
631103108NDAQNASDAQ INC$7.0M0.10%78,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$6.5M0.09%21,200CommonSOLE
384109104GGGGRACO INC$6.5M0.09%76,000CommonSOLE
89400J107TRUTRANSUNION$6.4M0.09%72,800CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6.4M0.09%43,200CommonSOLE
45674M101INFA1EURINFORMATICA INC$6.4M0.09%260,829CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$6.2M0.09%112,208CommonSOLE
98954M200ZZILLOW GROUP INC$6.2M0.09%88,600CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.1M0.08%29,825CommonSOLE
713448108PEPPEPSICO INC$6.1M0.08%46,169CommonSOLE
617446448MSMORGAN STANLEY$6.0M0.08%42,311CommonSOLE
88339J105TTDTHE TRADE DESK INC$5.8M0.08%81,210CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$5.8M0.08%45,900CommonSOLE
697900108PAASPAN AMERN SILVER CORP$5.8M0.08%149,600CommonSOLE
125896100CMSCMS ENERGY CORP$5.8M0.08%83,173CommonSOLE
101121101BXPBXP INC$5.7M0.08%83,789CommonSOLE
29444U700EQIXEQUINIX INC$5.6M0.08%7,077CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$5.6M0.08%45,400CommonSOLE
204166102CVLTCOMMVAULT SYS INC$5.5M0.08%31,447CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.5M0.08%62,629CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5.4M0.08%16,400CommonSOLE
03662Q105AKXANSYS INC$5.4M0.08%15,400CommonSOLE
81730H109SSENTINELONE INC$5.2M0.07%284,629CommonSOLE
09239B109BLBLACKLINE INC$5.1M0.07%89,500CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.9M0.07%30,184CommonSOLE
020002101ALLALLSTATE CORP$4.9M0.07%24,300CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$4.9M0.07%2,500CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$4.8M0.07%15,100CommonSOLE
770700102HOODROBINHOOD MKTS INC$4.8M0.07%51,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.7M0.07%21,610CommonSOLE
20717M1038QRCONFLUENT INC CLASS A$4.7M0.06%187,388CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$4.6M0.06%47,800CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4.5M0.06%270,900CommonSOLE
74935Q107RBARB GLOBAL INC$4.4M0.06%30,300CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4.4M0.06%59,000CommonSOLE
665859104NTRSNORTHERN TR CORP$4.4M0.06%34,400CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.3M0.06%46,803CommonSOLE
30034W106EVRGEVERGY INC$4.3M0.06%61,855CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$4.2M0.06%16,600CommonSOLE
G3922B107GGENPACT LIMITED$4.2M0.06%96,280CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.2M0.06%75,200CommonSOLE
37045V100GMGENERAL MTRS CO$4.2M0.06%85,200CommonSOLE
37637K108GTLBGITLAB INC CLASS A$4.2M0.06%91,998CommonSOLE
10576N102BRZEBRAZE INC$4.0M0.06%142,214CommonSOLE
46187W107INVHINVITATION HOMES INC$4.0M0.06%120,700CommonSOLE
466313103JBLJABIL INC$3.9M0.05%17,994CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.7M0.05%54,300CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.7M0.05%47,344CommonSOLE
632307104NTRANATERA INC$3.6M0.05%21,500CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$3.6M0.05%100,900CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.6M0.05%76,308CommonSOLE
125269100CFCF INDS HLDGS INC$3.5M0.05%38,500CommonSOLE
941848103WATWATERS CORP$3.5M0.05%10,145CommonSOLE
22052L104CTVACORTEVA INC$3.5M0.05%47,400CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$3.5M0.05%122,695CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.5M0.05%37,979CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.4M0.05%27,400CommonSOLE
031162100AMGNAMGEN INC$3.2M0.05%11,600CommonSOLE
45867G101IDCCINTERDIGITAL INC$3.2M0.04%14,093CommonSOLE
92840M102VSTVISTRA CORP$3.1M0.04%16,068CommonSOLE
12514G108CDWCDW CORP$3.1M0.04%17,400CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3.1M0.04%14,100CommonSOLE
G29183103ETNEATON CORP PLC$3.1M0.04%8,600CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.1M0.04%19,375CommonSOLE
88033G407THCTENET HEALTHCARE CORP$3.0M0.04%16,799CommonSOLE
79589L106IOTSAMSARA INC$2.9M0.04%73,400CommonSOLE
83444M101SOLVSOLVENTUM CORP$2.9M0.04%38,215CommonSOLE
22266T109CPNGCOUPANG INC$2.9M0.04%96,621CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2.9M0.04%12,289CommonSOLE
902494103TSNTYSON FOODS INC$2.9M0.04%51,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.8M0.04%6,500CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$2.8M0.04%78,500CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$2.8M0.04%15,670CommonSOLE
09062X103BIIBBIOGEN INC$2.8M0.04%22,400CommonSOLE
14316J108CGCARLYLE GROUP INC$2.8M0.04%54,000CommonSOLE
29261A100EHCEN$2.7M0.04%21,896CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.6M0.04%8,337CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2.6M0.04%72,408CommonSOLE
45168D104IDXXIDEXX LABS INC$2.5M0.04%4,723CommonSOLE
219350105GLWCORNING INC$2.5M0.04%47,938CommonSOLE
95040Q104WELLWELLTOWER INC$2.5M0.03%16,345CommonSOLE
011532108AGIALAMOS GOLD INC NEW$2.5M0.03%68,300CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$2.5M0.03%26,555CommonSOLE
693506107PPGPPG INDS INC$2.4M0.03%21,484CommonSOLE
650111107NYTNEW YORK TIMES CO$2.4M0.03%43,555CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.4M0.03%6,800CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.4M0.03%17,000CommonSOLE
871829107SYYSYSCO CORP$2.4M0.03%31,100CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.4M0.03%54,099CommonSOLE
H42097107UBSUBS GROUP AG$2.3M0.03%86,857CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.3M0.03%6,900CommonSOLE
929089100VOYAVOYA FINANCIAL INC$2.2M0.03%31,486CommonSOLE
857477103STTSTATE STR CORP$2.2M0.03%20,900CommonSOLE
090043100BILLBILL HOLDINGS INC$2.2M0.03%47,842CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2.2M0.03%8,641CommonSOLE
093671105HRBBLOCK H & R INC$2.2M0.03%39,807CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.2M0.03%189,449CommonSOLE
228368106CCKCROWN HLDGS INC$2.2M0.03%20,900CommonSOLE
488401100KMPRKEMPER CORP$2.1M0.03%32,523CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$2.1M0.03%33,614CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.0M0.03%37,200CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$2.0M0.03%17,998CommonSOLE
149123101CATCATERPILLAR INC$2.0M0.03%5,200CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.0M0.03%47,000CommonSOLE
060505104BACBANK AMERICA CORP$2.0M0.03%42,000CommonSOLE
15677J108DAYDAYFORCE INC$2.0M0.03%35,578CommonSOLE
126408103CSXCSX CORP$2.0M0.03%59,800CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.9M0.03%15,630CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$1.9M0.03%121,217CommonSOLE
N14506104ESTCELASTIC N V ORD$1.8M0.03%21,874CommonSOLE
500255104KSSKOHLS CORP$1.8M0.02%208,811CommonSOLE
143130102KMXCARMAX INC$1.8M0.02%26,213CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.7M0.02%11,903CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.7M0.02%21,200CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.02%5,700CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.7M0.02%163,543CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.6M0.02%20,700CommonSOLE
55024U109LITELUMENTUM HLDGS INC$1.6M0.02%16,699CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.6M0.02%3,000CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$1.5M0.02%21,050CommonSOLE
74340W103PLDPROLOGIS INC.$1.5M0.02%14,517CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.02%6,735CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.5M0.02%4,915CommonSOLE
337932107FEFIRSTENERGY CORP$1.5M0.02%37,510CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.5M0.02%19,999CommonSOLE
801056102SANMSANMINA CORPORATION$1.5M0.02%15,373CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.5M0.02%2,519CommonSOLE
D18190898DBDEUTSCHE BANK A G$1.5M0.02%59,325CommonSOLE
770323103RHIROBERT HALF INC.$1.4M0.02%35,296CommonSOLE
69351T106PPLPPL CORP$1.4M0.02%41,589CommonSOLE
651639106NEMNEWMONT CORP$1.4M0.02%24,100CommonSOLE
19247G107COHRCOHERENT CORP$1.4M0.02%15,587CommonSOLE
86800U302SMCISUPER MICRO$1.4M0.02%28,192CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.4M0.02%7,832CommonSOLE
74624M102PPURE STORAGE INC$1.4M0.02%23,677CommonSOLE
007973100AEISADVANCED ENERGY INDS$1.3M0.02%10,035CommonSOLE
458140100INTCINTEL CORP$1.3M0.02%58,211CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1.3M0.02%125,701CommonSOLE
346375108FORMFORMFACTOR INC$1.3M0.02%37,457CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.3M0.02%17,990CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.2M0.02%109,000CommonSOLE
537008104LFUSLITTELFUSE INC$1.2M0.02%5,500CommonSOLE
69370C100PTCPTC INC$1.2M0.02%7,200CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED CLASS A$1.2M0.02%242,000CommonSOLE
N72482206QGENQIAGEN NV$1.2M0.02%29,705CommonSOLE
25746U109DDOMINION ENERGY INC$1.2M0.02%20,882CommonSOLE
842587107SOSOUTHERN CO$1.2M0.02%12,779CommonSOLE
G0250X107AMCRAMCOR PLC$1.2M0.02%127,500CommonSOLE
670837103OGEOGE ENERGY CORP$1.2M0.02%26,127CommonSOLE
G8473T100STESTERIS PLC$1.2M0.02%4,800CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$1.1M0.02%50,105CommonSOLE
023608102AEEAMEREN CORP$1.1M0.02%11,765CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$1.1M0.02%8,100CommonSOLE
922417100VECOVEECO INSTRS INC DEL$1.1M0.02%55,039CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.02%15,553CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$1.1M0.01%106,712CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.1M0.01%56,159CommonSOLE
78410G104SBACSBA$1.1M0.01%4,500CommonSOLE
736508847PORPORTLAND GEN ELEC CO$1.1M0.01%25,997CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.0M0.01%7,700CommonSOLE
679295105OKTAOKTA INC$1.0M0.01%10,349CommonSOLE
451107106IDAIDACORP INC$1.0M0.01%8,955CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$1.0M0.01%29,099CommonSOLE
80004C200SNDKSANDISK CORP$1.0M0.01%22,075CommonSOLE
78409V104SPGIS&P GLOBAL INC$955,4490.01%1,812CommonSOLE
683344105ONTOONTO INNOVATION INC$932,8960.01%9,243CommonSOLE
98389B100XELXCEL ENERGY INC$919,0780.01%13,496CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$865,9470.01%17,676CommonSOLE
70432V102PAYCPAY$740,4800.01%3,200CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$709,3080.01%7,650CommonSOLE
896239100TRMBTRIMBLE INC$698,2560.01%9,190CommonSOLE
303075105FDSFACTSET RESH SYS INC$643,6360.01%1,439CommonSOLE
866674104SUISUN CMNTYS INC$636,8770.01%5,035CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$612,5820.01%2,300CommonSOLE
744320102PRUPRUDENTIAL FINL INC$599,4080.01%5,579CommonSOLE
36828A101GEVGE VERNOVA INC$595,2940.01%1,125CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$574,4100.01%3,797CommonSOLE
N00985106AERAERCAP HOLDINGS NV$549,9000.01%4,700CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$512,3100.01%1,000CommonSOLE
125523100CITHE CIGNA GROUP$495,8700.01%1,500CommonSOLE
55306N104MKSIMKS INC.$463,7130.01%4,667CommonSOLE
00130H105AESAES CORP$459,2400.01%43,654CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$442,8600.01%6,600CommonSOLE
05352A100AVTRAVANTOR INC$428,8220.01%31,859CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$403,9200.01%7,200CommonSOLE
077454106BDCBELDEN INC$382,1400.01%3,300CommonSOLE
294268107PLUSEPLUS INC$331,6600.00%4,600CommonSOLE
075887109BDXBECTON DICKINSON & CO$275,6000.00%1,600CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$274,7780.00%2,716CommonSOLE
45167R104IEXIDEX CORP$263,3550.00%1,500CommonSOLE
G21810109CLVTCLARIVATE PLC ORD$242,5840.00%56,415CommonSOLE
216648501COOCOOPER COS INC$241,9440.00%3,400CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$200,7580.00%655CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY$190,7310.00%238CommonSOLE
G3323L100FNFABRINET$171,7980.00%583CommonSOLE
521865204LEALEAR CORP$170,2990.00%1,793CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$154,7850.00%1,700CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$118,1140.00%3,092CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$108,3960.00%1,200CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$93,8520.00%1,200CommonSOLE
G0403H108AONAON PLC SHS$80,9850.00%227CommonSOLE
67077M108NTRNUTRIEN LTD$79,3500.00%1,000CommonSOLE
29362U104ENTGENTEGRIS INC$72,5850.00%900CommonSOLE
422806109HEIHEICO CORP NEW$65,6000.00%200CommonSOLE
08265T208BSYBENTLEY SYS INC$59,3670.00%1,100CommonSOLE
34959J108FTVFORTIVE CORP$57,3430.00%1,100CommonSOLE
37940X102GPNGLOBAL PMTS INC$56,0280.00%700CommonSOLE
443201108HWMHOWMET AEROSPACE INC$55,8390.00%300CommonSOLE
98419M100XYLXYLEM INC$51,7440.00%400CommonSOLE
448579102HHYATT HOTELS CORP$41,8950.00%300CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$40,6010.00%378CommonSOLE
023586506UHAL/BU HAUL HOLDING$38,0590.00%700CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$30,7860.00%217CommonSOLE
90384S303ULTAULTA BEAUTY INC$30,4080.00%65CommonSOLE
775109200RCIROGERS$28,2730.00%700CommonSOLE
252131107DXCMDEX$26,1870.00%300CommonSOLE
219948106CPAYCORPAY INC$23,8910.00%72CommonSOLE
59156R108METMETLIFE INC$21,6330.00%269CommonSOLE

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.