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Assenagon Asset Management S.A.

Q1 2024 · 13F-HR

Assenagon Asset Management S.A.holdings as filed

Filed 2024-04-24 · accession 0001546007-24-000004

$42.25B
Reported value
1,350
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1350

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$2.67B6.32%14,791,685CommonSOLE
594918104MSFTMICROSOFT CORP$2.35B5.56%5,580,109CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.91B4.51%2,108,985CommonSOLE
02079K305GOOGLALPHABET INC$1.64B3.88%10,854,006CommonSOLE
037833100AAPLAPPLE INC$1.33B3.15%7,760,289CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.21B2.86%2,870,276CommonSOLE
30303M102METAMETA PLATFORMS INC$1.09B2.57%2,235,610CommonSOLE
46625H950JPMORGAN CHASE & CO$991.5M2.35%4,950,000PUTSOLE
007903107AMDADVANCED MICRO DEVICES INC$828.9M1.96%4,592,545CommonSOLE
02079K107GOOGALPHABET INC$686.1M1.62%4,506,420CommonSOLE
037833950APPLE INC$671.3M1.59%3,915,000PUTSOLE
722304102PDDPDD HOLDINGS INC$591.4M1.40%5,087,255CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$513.1M1.21%1,285,565CommonSOLE
060505954BANK AMERICA CORP$475.9M1.13%12,550,000PUTSOLE
172967954CITIGROUP INC$414.2M0.98%6,550,000PUTSOLE
64110L106NFLXNETFLIX INC$413.9M0.98%681,566CommonSOLE
038222105AMATAPPLIED MATLS INC$407.7M0.97%1,976,914CommonSOLE
532457108LLYELI LILLY & CO$401.4M0.95%515,961CommonSOLE
11135F101AVGOBROADCOM INC$344.5M0.82%259,882CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$330.2M0.78%4,928,976CommonSOLE
747525103QCOMQUALCOMM INC$316.3M0.75%1,867,987CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$301.3M0.71%625,614CommonSOLE
458140100INTCINTEL CORP$295.5M0.70%6,690,486CommonSOLE
G25508105CRHCRH PLC$269.5M0.64%3,123,996CommonSOLE
38141G954GOLDMAN SACHS GROUP INC$265.2M0.63%635,000PUTSOLE
713448108PEPPEPSICO INC$261.5M0.62%1,494,329CommonSOLE
037833900APPLE INC$241.8M0.57%1,410,000CALLSOLE
87165B103SYFSYNCHRONY FINANCIAL$241.4M0.57%5,599,443CommonSOLE
931142103WMTWALMART INC$228.2M0.54%3,793,199CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$220.9M0.52%2,868,795CommonSOLE
437076102HDHOME DEPOT INC$218.1M0.52%568,488CommonSOLE
58933Y105MRKMERCK & CO INC$215.7M0.51%1,634,904CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$211.6M0.50%3,089,653CommonSOLE
744320952PRUDENTIAL FINL INC$203.1M0.48%1,730,000PUTSOLE
172967904CITIGROUP INC$201.7M0.48%3,190,000CALLSOLE
81141R100SESEA LTD$197.0M0.47%3,667,085CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$194.0M0.46%1,335,477CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$190.3M0.45%3,210,439CommonSOLE
060505904BANK AMERICA CORP$189.6M0.45%5,000,000CALLSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$186.8M0.44%600,146CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$185.7M0.44%375,335CommonSOLE
20825C104COPCONOCOPHILLIPS$185.3M0.44%1,455,878CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$182.6M0.43%189,685CommonSOLE
742718109PGPROCTER AND GAMBLE CO$168.1M0.40%1,036,305CommonSOLE
717081103PFEPFIZER INC$165.7M0.39%5,971,594CommonSOLE
580135101MCDMCDONALDS CORP$164.2M0.39%582,322CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$160.5M0.38%4,348,589CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$158.2M0.37%215,906CommonSOLE
026874954AMERICAN INTL GROUP INC$157.9M0.37%2,020,000PUTSOLE
00724F101ADBEADOBE INC$157.9M0.37%312,894CommonSOLE
031162100AMGNAMGEN INC$155.7M0.37%547,733CommonSOLE
H01301128ALCALCON AG$150.8M0.36%1,817,006CommonSOLE
040413106ANETEURARISTA NETWORKS INC$146.1M0.35%503,789CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$136.6M0.32%120,986CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$136.5M0.32%1,195,871CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$135.1M0.32%323,088CommonSOLE
907818108UNPUNION PAC CORP$134.8M0.32%548,304CommonSOLE
59156R958METLIFE INC$131.9M0.31%1,780,000PUTSOLE
58733R102MELIMERCADOLIBRE INC$131.0M0.31%86,643CommonSOLE
042735100ARWARROW ELECTRS INC$127.6M0.30%985,373CommonSOLE
98138H101WDAYWORKDAY INC$127.0M0.30%465,699CommonSOLE
46625H900JPMORGAN CHASE & CO$124.2M0.29%620,000CALLSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$120.9M0.29%41,608CommonSOLE
79466L302CRMSALESFORCE INC$119.7M0.28%397,556CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$118.9M0.28%2,023,614CommonSOLE
036752103ELVELEVANCE HEALTH INC$117.1M0.28%225,746CommonSOLE
191216100KOCOCA COLA CO$116.9M0.28%1,911,500CommonSOLE
227046109CROXCROCS INC$115.1M0.27%800,592CommonSOLE
G0403H108AONAON PLC$115.1M0.27%344,891CommonSOLE
81762P102NOWSERVICENOW INC$114.7M0.27%150,468CommonSOLE
053332102AZOAUTOZONE INC$112.7M0.27%35,768CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$112.5M0.27%2,393,264CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$112.1M0.27%917,185CommonSOLE
375558103GILDGILEAD SCIENCES INC$110.6M0.26%1,510,280CommonSOLE
29364G103ETRENTERGY CORP NEW$108.7M0.26%1,028,272CommonSOLE
58155Q103MCKMCKESSON CORP$103.0M0.24%191,909CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$96.9M0.23%302,163CommonSOLE
65473P105NINISOURCE INC$95.8M0.23%3,463,203CommonSOLE
871607107SNPSSYNOPSYS INC$95.4M0.23%166,848CommonSOLE
254687106DISDISNEY WALT CO$93.4M0.22%763,674CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$93.4M0.22%374,041CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$92.1M0.22%818,950CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$91.1M0.22%25,113CommonSOLE
219350105GLWCORNING INC$89.8M0.21%2,724,225CommonSOLE
65339F101NEENEXTERA ENERGY INC$89.8M0.21%1,404,931CommonSOLE
65290E101NXTNEXTRACKER INC$89.3M0.21%1,586,766CommonSOLE
62482R10707WAMR COOPER GROUP INC$88.9M0.21%1,140,473CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$85.4M0.20%882,552CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$84.7M0.20%886,388CommonSOLE
N00985106AERAERCAP HOLDINGS NV$82.6M0.20%949,978CommonSOLE
744320902PRUDENTIAL FINL INC$79.8M0.19%680,000CALLSOLE
654106103NKENIKE INC$79.3M0.19%843,373CommonSOLE
74624M102PPURE STORAGE INC$76.8M0.18%1,477,133CommonSOLE
436440101HO1HOLOGIC INC$75.9M0.18%974,177CommonSOLE
256746108DLTRDOLLAR TREE INC$71.2M0.17%534,436CommonSOLE
833445109SNOWSNOWFLAKE INC$70.7M0.17%437,237CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$70.3M0.17%198,016CommonSOLE
443573100HUBSHUBSPOT INC$68.2M0.16%108,915CommonSOLE
615369105MCOMOODYS CORP$67.3M0.16%171,299CommonSOLE
88160R101TSLATESLA INC$66.8M0.16%380,192CommonSOLE
701094104PHPARKER-HANNIFIN CORP$66.3M0.16%119,295CommonSOLE
629377508NRGNRG ENERGY INC$65.2M0.15%962,919CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$64.8M0.15%238,533CommonSOLE
74736K101QRVOQORVO INC$64.1M0.15%558,408CommonSOLE
45168D104IDXXIDEXX LABS INC$62.3M0.15%115,330CommonSOLE
45104G104IBNICICI BANK LIMITED$61.8M0.15%2,340,157CommonSOLE
872540109TJXTJX COS INC NEW$61.6M0.15%606,948CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$61.2M0.14%309,700CommonSOLE
98978V103ZTSZOETIS INC$60.5M0.14%357,774CommonSOLE
380237107GDDYGODADDY INC$60.4M0.14%509,002CommonSOLE
291011104EMREMERSON ELEC CO$60.1M0.14%530,160CommonSOLE
252131107DXCMDEXCOM INC$59.4M0.14%428,081CommonSOLE
93627C101HCCWARRIOR MET COAL INC$59.1M0.14%974,247CommonSOLE
16411R958CHENIERE ENERGY INC$58.9M0.14%365,000PUTSOLE
278865100ECLECOLAB INC$58.4M0.14%252,783CommonSOLE
172908105CTASCINTAS CORP$57.9M0.14%84,259CommonSOLE
00287Y109ABBVABBVIE INC$57.8M0.14%317,559CommonSOLE
025816959AMERICAN EXPRESS CO$56.9M0.13%250,000PUTSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$56.7M0.13%437,690CommonSOLE
55354G100MSCIMSCI INC$56.4M0.13%100,659CommonSOLE
126408103CSXCSX CORP$56.3M0.13%1,518,747CommonSOLE
98954M200ZZILLOW GROUP INC$55.3M0.13%1,133,685CommonSOLE
78442P106SLMSLM CORP$54.9M0.13%2,517,251CommonSOLE
92343E102VRSNVERISIGN INC$54.6M0.13%288,083CommonSOLE
855244109SBUXSTARBUCKS CORP$54.4M0.13%595,253CommonSOLE
38141G904GOLDMAN SACHS GROUP INC$54.3M0.13%130,000CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$54.2M0.13%512,347CommonSOLE
872590104TMUST-MOBILE US INC$53.4M0.13%327,242CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$52.8M0.13%2,880,963CommonSOLE
704551100BTUPEABODY ENERGY CORP$52.5M0.12%2,163,939CommonSOLE
22266T109CPNGCOUPANG INC$51.8M0.12%2,909,546CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$51.1M0.12%147,231CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$51.0M0.12%705,379CommonSOLE
59156R908METLIFE INC$50.4M0.12%680,000CALLSOLE
345370860FFORD MTR CO DEL$50.2M0.12%3,781,402CommonSOLE
23804L103DDOGDATADOG INC$50.2M0.12%406,168CommonSOLE
29362U104ENTGENTEGRIS INC$49.8M0.12%354,507CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$49.8M0.12%385,121CommonSOLE
149123101CATCATERPILLAR INC$49.6M0.12%135,416CommonSOLE
29084Q100EMEEMCOR GROUP INC$49.6M0.12%141,492CommonSOLE
020002101ALLALLSTATE CORP$49.2M0.12%284,317CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$48.7M0.12%775,515CommonSOLE
48553T106BZKANZHUN LIMITED$48.5M0.11%2,765,211CommonSOLE
026874904AMERICAN INTL GROUP INC$48.5M0.11%620,000CALLSOLE
64110W102NTESNETEASE INC$48.2M0.11%465,742CommonSOLE
92839U206VCVISTEON CORP$47.7M0.11%405,280CommonSOLE
148806102CTLTEURCATALENT INC$47.1M0.11%835,029CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$47.1M0.11%50,027CommonSOLE
29414B104EPAMEPAM SYS INC$46.7M0.11%169,051CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$46.6M0.11%337,737CommonSOLE
11135F951BROADCOM INC$46.4M0.11%35,000PUTSOLE
002824100ABTABBOTT LABS$46.0M0.11%404,870CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$45.4M0.11%34,102CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$45.0M0.11%649,817CommonSOLE
67098H104OIO-I GLASS INC$43.9M0.10%2,644,360CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$43.9M0.10%108,522CommonSOLE
78409V104SPGIS&P GLOBAL INC$43.6M0.10%102,474CommonSOLE
H50430232LOGILOGITECH INTL S A$43.1M0.10%480,655CommonSOLE
91913Y100VLOVALERO ENERGY CORP$43.0M0.10%251,926CommonSOLE
74762E102QUREQUANTA SVCS INC$42.1M0.10%161,940CommonSOLE
30161Q104EXELEXELIXIS INC$41.9M0.10%1,766,602CommonSOLE
91529Y106UNMUNUM GROUP$41.8M0.10%778,129CommonSOLE
216648501COOCOOPER COS INC$41.6M0.10%409,538CommonSOLE
30034W106EVRGEVERGY INC$41.2M0.10%771,022CommonSOLE
29786A106ETSYETSY INC$41.1M0.10%598,323CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$40.2M0.10%588,732CommonSOLE
166764100CVXCHEVRON CORP NEW$40.1M0.10%254,463CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$40.0M0.09%151,747CommonSOLE
26875P101EOGEOG RES INC$40.0M0.09%313,248CommonSOLE
801056102SANMSANMINA CORPORATION$40.0M0.09%643,251CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$39.9M0.09%510,719CommonSOLE
882508104TXNTEXAS INSTRS INC$39.6M0.09%227,391CommonSOLE
12504L109CBRECBRE GROUP INC$39.6M0.09%406,993CommonSOLE
500754106KHCKRAFT HEINZ CO$39.5M0.09%1,070,637CommonSOLE
929160109VMCVULCAN MATLS CO$39.3M0.09%143,939CommonSOLE
03783C100APPFAPPFOLIO INC$38.3M0.09%155,127CommonSOLE
15118V207CELHCELSIUS HLDGS INC$37.8M0.09%456,391CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$37.4M0.09%824,011CommonSOLE
45167R104IEXIDEX CORP$37.2M0.09%152,601CommonSOLE
902494103TSNTYSON FOODS INC$37.1M0.09%632,366CommonSOLE
629209305NMIHNMI HLDGS INC$37.0M0.09%1,144,360CommonSOLE
125523100CITHE CIGNA GROUP$36.9M0.09%101,705CommonSOLE
366651107ITGARTNER INC$36.9M0.09%77,317CommonSOLE
482480100KLACKLA CORP$36.6M0.09%52,448CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$36.4M0.09%174,527CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$36.3M0.09%244,548CommonSOLE
67059N108NTNXNUTANIX INC$36.3M0.09%588,843CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$36.1M0.09%581,065CommonSOLE
872590954T-MOBILE US INC$35.9M0.08%220,000PUTSOLE
02209S103MOALTRIA GROUP INC$35.8M0.08%820,969CommonSOLE
049560105ATOATMOS ENERGY CORP$35.8M0.08%301,083CommonSOLE
98980G102ZSZSCALER INC$35.4M0.08%183,833CommonSOLE
03674X106ARANTERO RESOURCES CORP$35.2M0.08%1,213,162CommonSOLE
548661107LOWLOWES COS INC$34.9M0.08%136,847CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$34.2M0.08%35,175CommonSOLE
88033G407THCTENET HEALTHCARE CORP$33.6M0.08%319,795CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$33.5M0.08%1,013,025CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$33.2M0.08%508,308CommonSOLE
315616102FFIVF5 INC$33.0M0.08%173,912CommonSOLE
45337C102INCYINCYTE CORP$33.0M0.08%578,421CommonSOLE
457669307INSMINSMED INC$32.9M0.08%1,211,560CommonSOLE
574599106MASMASCO CORP$32.8M0.08%415,406CommonSOLE
337738108FISVFISERV INC$32.7M0.08%204,847CommonSOLE
74736L109QTWOQ2 HLDGS INC$32.7M0.08%622,640CommonSOLE
35905A109FTDRFRONTDOOR INC$32.3M0.08%991,370CommonSOLE
15135B101CNCCENTENE CORP DEL$31.6M0.07%403,005CommonSOLE
16411R208LNGCHENIERE ENERGY INC$31.6M0.07%195,976CommonSOLE
30231G102XOMEXXON MOBIL CORP$31.6M0.07%271,828CommonSOLE
G7997W102SDRLSEADRILL 2021 LTD$31.4M0.07%623,974CommonSOLE
98419M100XYLXYLEM INC$31.2M0.07%241,659CommonSOLE
427866108HSYHERSHEY CO$31.0M0.07%159,286CommonSOLE
929740108WABWABTEC$30.7M0.07%211,052CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$30.6M0.07%143,605CommonSOLE
443510607HUBBHUBBELL INC$30.5M0.07%73,450CommonSOLE
171779309CIENCIENA CORP$30.2M0.07%611,464CommonSOLE
30161N101EXCEXELON CORP$30.2M0.07%803,863CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$30.1M0.07%335,772CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$29.7M0.07%199,961CommonSOLE
314211103FHIFEDERATED HERMES INC$29.5M0.07%817,234CommonSOLE
256163106DOCUDOCUSIGN INC$29.5M0.07%495,126CommonSOLE
852234103XYZBLOCK INC$29.4M0.07%347,709CommonSOLE
311900104FASTFASTENAL CO$28.8M0.07%373,981CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$28.8M0.07%49,634CommonSOLE
69370C100PTCPTC INC$28.8M0.07%152,677CommonSOLE
89832Q109TFCTRUIST FINL CORP$28.6M0.07%733,606CommonSOLE
G6683N103NUNU HLDGS LTD$28.3M0.07%2,374,337CommonSOLE
682680103OKEONEOK INC NEW$28.1M0.07%350,039CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$28.0M0.07%254,072CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$27.8M0.07%828,970CommonSOLE
68389X105ORCLORACLE CORP$27.7M0.07%220,900CommonSOLE
02005N100ALLYALLY FINL INC$27.5M0.07%678,579CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$27.3M0.06%322,088CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$27.2M0.06%1,696,019CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$27.0M0.06%537,130CommonSOLE
04621X108AIZASSURANT INC$26.5M0.06%140,736CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$26.5M0.06%293,968CommonSOLE
37045V100GMGENERAL MTRS CO$26.3M0.06%579,574CommonSOLE
626717102MURMURPHY OIL CORP$26.2M0.06%573,470CommonSOLE
461202103INTUINTUIT$26.1M0.06%40,148CommonSOLE
104674106BRCBRADY CORP$26.0M0.06%438,862CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$26.0M0.06%254,259CommonSOLE
374689107ROCKGIBRALTAR INDS INC$25.4M0.06%314,911CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$24.9M0.06%569,121CommonSOLE
50127T109KURAKURA ONCOLOGY INC$24.6M0.06%1,153,845CommonSOLE
125896100CMSCMS ENERGY CORP$24.5M0.06%406,786CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$24.5M0.06%128,494CommonSOLE
00847J105AGYSAGILYSYS INC$24.1M0.06%286,595CommonSOLE
695156109PKGPACKAGING CORP AMER$24.0M0.06%126,204CommonSOLE
384109104GGGGRACO INC$23.6M0.06%252,941CommonSOLE
465741106ITRIITRON INC$23.0M0.05%248,992CommonSOLE
01741R102ATIATI INC$23.0M0.05%449,330CommonSOLE
687793109OSCROSCAR HEALTH INC$22.9M0.05%1,539,037CommonSOLE
98389B100XELXCEL ENERGY INC$22.6M0.05%420,735CommonSOLE
038336103ATRAPTARGROUP INC$22.5M0.05%156,472CommonSOLE
653656108NICENICE LTD$22.3M0.05%85,551CommonSOLE
45784P101PODDINSULET CORP$22.2M0.05%129,292CommonSOLE
46266C105IQVIQVIA HLDGS INC$22.1M0.05%87,406CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$22.1M0.05%86,678CommonSOLE
000899104ADMAADMA BIOLOGICS INC$22.1M0.05%3,346,467CommonSOLE
87612E106TGTTARGET CORP$21.9M0.05%123,771CommonSOLE
16411R908CHENIERE ENERGY INC$21.8M0.05%135,000CALLSOLE
205887102CAGCONAGRA BRANDS INC$21.7M0.05%730,600CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$21.6M0.05%175,316CommonSOLE
221006109CRVLCORVEL CORP$21.5M0.05%81,721CommonSOLE
534187109LNCLINCOLN NATL CORP IND$21.5M0.05%672,244CommonSOLE
05464C101AXONAXON ENTERPRISE INC$21.5M0.05%68,567CommonSOLE
771049103RBLXROBLOX CORP$21.3M0.05%557,985CommonSOLE
38526M106LOPEGRAND CANYON ED INC$21.1M0.05%154,858CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$20.8M0.05%212,532CommonSOLE
911363109URIUNITED RENTALS INC$20.8M0.05%28,869CommonSOLE
92826C839VVISA INC$20.8M0.05%74,387CommonSOLE
61945C103MOSMOSAIC CO NEW$20.7M0.05%639,033CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$20.7M0.05%1,169,046CommonSOLE
258278100DORMDORMAN PRODS INC$20.6M0.05%213,459CommonSOLE
12572Q105CMECME GROUP INC$20.5M0.05%95,197CommonSOLE
G037AX101AMBAAMBARELLA INC$20.4M0.05%402,507CommonSOLE
126650100CVSCVS HEALTH CORP$20.4M0.05%255,215CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$20.3M0.05%303,969CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$20.3M0.05%129,518CommonSOLE
985817105YELPYELP INC$20.2M0.05%512,586CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$20.2M0.05%80,561CommonSOLE
13100M509CALXCALIX INC$20.1M0.05%607,001CommonSOLE
384802104GWWGRAINGER W W INC$20.1M0.05%19,731CommonSOLE
922417100VECOVEECO INSTRS INC DEL$19.9M0.05%566,532CommonSOLE
880770102TERTERADYNE INC$19.9M0.05%176,399CommonSOLE
922475108VEEVVEEVA SYS INC$19.9M0.05%85,703CommonSOLE
40434L105HPQHP INC$19.8M0.05%656,446CommonSOLE
057665200BCPCBALCHEM CORP$19.8M0.05%127,594CommonSOLE
693718108PCARPACCAR INC$19.7M0.05%159,366CommonSOLE
679295105OKTAOKTA INC$19.6M0.05%187,383CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$19.3M0.05%115,433CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$19.0M0.05%175,731CommonSOLE
861896108SNEXSTONEX GROUP INC$19.0M0.05%270,813CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$18.8M0.04%47,571CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$18.8M0.04%2,070,353CommonSOLE
31189P102FATEFATE THERAPEUTICS INC$18.7M0.04%2,548,304CommonSOLE
83304A106SNAPSNAP INC$18.6M0.04%1,622,789CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$18.6M0.04%80,907CommonSOLE
718546104PSXPHILLIPS 66$18.5M0.04%113,233CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$18.4M0.04%92,088CommonSOLE
778296103ROSTROSS STORES INC$18.4M0.04%125,617CommonSOLE
25809K105DASHDOORDASH INC$18.3M0.04%132,697CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$18.2M0.04%148,322CommonSOLE
05278C107ATHMAUTOHOME INC$18.2M0.04%693,440CommonSOLE
90384S303ULTAULTA BEAUTY INC$18.0M0.04%34,452CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$17.8M0.04%1,429,456CommonSOLE
046353108AZNNASTRAZENECA PLC$17.5M0.04%258,304CommonSOLE
87265H109T86TRI POINTE HOMES INC$17.4M0.04%451,148CommonSOLE
550021109LULULULULEMON ATHLETICA INC$17.4M0.04%44,522CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$17.4M0.04%116,565CommonSOLE
526057104LENLENNAR CORP$17.3M0.04%100,817CommonSOLE
257651109DCIDONALDSON INC$17.1M0.04%229,338CommonSOLE
229050307CYRXCRYOPORT INC$17.1M0.04%966,629CommonSOLE
G7S00T104PNRPENTAIR PLC$17.0M0.04%199,482CommonSOLE
M7S64H106MNDYMONDAY COM LTD$16.9M0.04%74,681CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$16.7M0.04%153,400CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$16.6M0.04%1,475,102CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$16.6M0.04%175,109CommonSOLE
403949100DINOHF SINCLAIR CORP$16.6M0.04%275,076CommonSOLE
031100100AMEAMETEK INC$16.5M0.04%90,455CommonSOLE
25746U109DDOMINION ENERGY INC$16.4M0.04%334,417CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$16.4M0.04%2,164,454CommonSOLE
06652K103BKUBANKUNITED INC$16.4M0.04%584,573CommonSOLE
872590904T-MOBILE US INC$16.3M0.04%100,000CALLSOLE
115236101BROBROWN & BROWN INC$16.3M0.04%186,243CommonSOLE
013872106AAALCOA CORP$16.3M0.04%482,457CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$16.0M0.04%37,320CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$15.9M0.04%196,479CommonSOLE
025816909AMERICAN EXPRESS CO$15.9M0.04%70,000CALLSOLE
M98068105WIXWIX COM LTD$15.9M0.04%115,831CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$15.9M0.04%86,018CommonSOLE
460146103IPINTERNATIONAL PAPER CO$15.5M0.04%398,304CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$15.4M0.04%178,695CommonSOLE
070830104BBWIBATH & BODY WORKS INC$15.4M0.04%307,845CommonSOLE
011659109ALKALASKA AIR GROUP INC$15.2M0.04%353,897CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$15.2M0.04%265,326CommonSOLE
370334104GISGENERAL MLS INC$15.2M0.04%216,764CommonSOLE
693506107PPGPPG INDS INC$15.0M0.04%103,570CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$15.0M0.04%921,808CommonSOLE
172755100CRUSCIRRUS LOGIC INC$14.9M0.04%160,481CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$14.8M0.04%1,050,699CommonSOLE
842587107SOSOUTHERN CO$14.8M0.03%205,641CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$14.7M0.03%195,608CommonSOLE
29357K103ENVAENOVA INTL INC$14.7M0.03%234,070CommonSOLE
88642R109TDWTIDEWATER INC NEW$14.5M0.03%157,946CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$14.4M0.03%1,329,823CommonSOLE
25271C201DO1USDDIAMOND OFFSHORE DRILLING IN$14.2M0.03%1,043,907CommonSOLE
565849106MRO*MARATHON OIL CORP$14.2M0.03%501,865CommonSOLE
22052L104CTVACORTEVA INC$14.2M0.03%246,558CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$14.2M0.03%73,719CommonSOLE
570535104MKLMARKEL GROUP INC$14.2M0.03%9,326CommonSOLE
744320102PRUPRUDENTIAL FINL INC$14.1M0.03%120,329CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$13.8M0.03%188,811CommonSOLE
090572207BIOBIO RAD LABS INC$13.8M0.03%39,875CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$13.7M0.03%430,556CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$13.7M0.03%112,487CommonSOLE
03073E105CORCENCORA INC$13.6M0.03%55,960CommonSOLE
04963C209ATRCATRICURE INC$13.5M0.03%444,801CommonSOLE
05478C105AZEKAZEK CO INC$13.5M0.03%269,219CommonSOLE
91912E105VALEVALE S A$13.5M0.03%1,106,895CommonSOLE
912008109USFDUS FOODS HLDG CORP$13.5M0.03%249,831CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$13.4M0.03%100,621CommonSOLE
260003108DOVDOVER CORP$13.3M0.03%75,230CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$13.3M0.03%454,801CommonSOLE
N70544106PL0PLAYA HOTELS & RESORTS NV$13.3M0.03%1,369,280CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$13.2M0.03%60,426CommonSOLE
247361702DALDELTA AIR LINES INC DEL$13.2M0.03%276,608CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.0M0.03%82,227CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$13.0M0.03%540,267CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$13.0M0.03%340,767CommonSOLE
56585A102MPCMARATHON PETE CORP$12.8M0.03%63,382CommonSOLE
24344T101DCPHEURDECIPHERA PHARMACEUTICALS IN$12.7M0.03%809,923CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$12.7M0.03%566,273CommonSOLE
M7516K103NVMINOVA LTD$12.4M0.03%69,690CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$12.4M0.03%285,651CommonSOLE
452327109ILMNILLUMINA INC$12.4M0.03%90,070CommonSOLE
336433107FSLRFIRST SOLAR INC$12.4M0.03%73,241CommonSOLE
G29183103ETNEATON CORP PLC$12.4M0.03%39,520CommonSOLE
45781M101INVAINNOVIVA INC$12.3M0.03%810,208CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$12.3M0.03%374,833CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$12.1M0.03%1,299,972CommonSOLE
981475106WKCWORLD KINECT CORPORATION$12.0M0.03%453,765CommonSOLE
988498101YUMYUM BRANDS INC$12.0M0.03%86,540CommonSOLE
40415F101HDBHDFC BANK LTD$11.9M0.03%212,883CommonSOLE
02156K103OPTUALTICE USA INC$11.8M0.03%4,528,572CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$11.8M0.03%271,263CommonSOLE
256135203RDYDR REDDYS LABS LTD$11.8M0.03%160,252CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$11.7M0.03%40,140CommonSOLE
576323109MTZMASTEC INC$11.7M0.03%125,443CommonSOLE
443201108HWMHOWMET AEROSPACE INC$11.7M0.03%170,659CommonSOLE
092113109BKHBLACK HILLS CORP$11.6M0.03%212,748CommonSOLE
032095101APHAMPHENOL CORP NEW$11.6M0.03%100,630CommonSOLE
923451108VBTXVERITEX HLDGS INC$11.6M0.03%566,284CommonSOLE
006739106ADUSADDUS HOMECARE CORP$11.6M0.03%112,256CommonSOLE
018522300AEBAALLETE INC$11.6M0.03%193,820CommonSOLE
860630102SFSTIFEL FINL CORP$11.5M0.03%147,586CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$11.5M0.03%184,341CommonSOLE
302301106EZPWEZCORP INC$11.5M0.03%1,011,204CommonSOLE
37247D106GNWGENWORTH FINL INC$11.4M0.03%1,776,725CommonSOLE
928377100VSTOEURVISTA OUTDOOR INC$11.4M0.03%348,296CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$11.4M0.03%333,760CommonSOLE
671044105OSISOSI SYSTEMS INC$11.2M0.03%78,635CommonSOLE
917047102URBNURBAN OUTFITTERS INC$11.0M0.03%254,283CommonSOLE
493267108KEYKEYCORP$11.0M0.03%698,109CommonSOLE
30034T103G2CEVERI HLDGS INC$11.0M0.03%1,094,062CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$10.9M0.03%10,804CommonSOLE
68213N109OMCLOMNICELL COM$10.9M0.03%371,835CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$10.7M0.03%1,018,899CommonSOLE
12621E103CNOCNO FINL GROUP INC$10.7M0.03%389,767CommonSOLE
749685103RPMRPM INTL INC$10.7M0.03%89,953CommonSOLE
94419L101WWAYFAIR INC$10.7M0.03%157,108CommonSOLE
831865209AOSSMITH A O CORP$10.6M0.03%118,823CommonSOLE
64115T104NTCTNETSCOUT SYS INC$10.6M0.03%485,190CommonSOLE
N20944109CNHCNH INDL N V$10.5M0.02%807,601CommonSOLE
46005L101IMXIINTERNATIONAL MNY EXPRESS IN$10.5M0.02%458,413CommonSOLE
217204106CPRTCOPART INC$10.4M0.02%179,583CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$10.4M0.02%146,286CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$10.4M0.02%38,256CommonSOLE
72352L106PINSPINTEREST INC$10.3M0.02%298,457CommonSOLE
00130H105AESAES CORP$10.3M0.02%575,395CommonSOLE
22160N109CSGPCOSTAR GROUP INC$10.2M0.02%106,057CommonSOLE
29251M106ENTAENANTA PHARMACEUTICALS INC$10.2M0.02%583,658CommonSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$10.2M0.02%259,456CommonSOLE
902788108UMBFUMB FINL CORP$10.2M0.02%116,992CommonSOLE
001055102AFLAFLAC INC$10.1M0.02%118,162CommonSOLE
947890109WBSWEBSTER FINL CORP$10.1M0.02%199,527CommonSOLE
G85158106STNESTONECO LTD$10.1M0.02%607,117CommonSOLE
55345K10337MMRC GLOBAL INC$10.0M0.02%795,818CommonSOLE
540424108LLOEWS CORP$10.0M0.02%127,465CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$9.9M0.02%48,130CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$9.9M0.02%208,804CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$9.9M0.02%344,467CommonSOLE
688239201OSKOSHKOSH CORP$9.8M0.02%78,789CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$9.8M0.02%41,661CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$9.8M0.02%165,192CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$9.8M0.02%136,776CommonSOLE
053611109AVYAVERY DENNISON CORP$9.8M0.02%43,706CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$9.8M0.02%580,673CommonSOLE
92556V106VTRSVIATRIS INC$9.7M0.02%810,681CommonSOLE
44951W106IESCIES HLDGS INC$9.7M0.02%79,388CommonSOLE
060505104BACBANK AMERICA CORP$9.6M0.02%254,076CommonSOLE
904708104UNFUNIFIRST CORP MASS$9.6M0.02%55,320CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$9.6M0.02%211,084CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$9.6M0.02%49,020CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$9.4M0.02%3,006,302CommonSOLE
149568107CVCOCAVCO INDS INC DEL$9.4M0.02%23,594CommonSOLE
397624107GEFGREIF INC$9.4M0.02%136,325CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$9.3M0.02%309,273CommonSOLE
87612G101TRGPTARGA RES CORP$9.3M0.02%83,182CommonSOLE
09062X103BIIBBIOGEN INC$9.2M0.02%42,839CommonSOLE
23331A109DHID R HORTON INC$9.2M0.02%56,075CommonSOLE
36251C103GMS1EURGMS INC$9.2M0.02%94,442CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9.1M0.02%430,860CommonSOLE
497266106KEXKIRBY CORP$9.1M0.02%94,957CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$9.0M0.02%244,236CommonSOLE
632307104NTRANATERA INC$9.0M0.02%98,733CommonSOLE
741511109PSMTPRICESMART INC$9.0M0.02%107,490CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9.0M0.02%60,342CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$8.9M0.02%306,231CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8.8M0.02%210,908CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$8.8M0.02%783,778CommonSOLE
88339J105TTDTHE TRADE DESK INC$8.8M0.02%100,381CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$8.8M0.02%631,799CommonSOLE
002121101ATENA10 NETWORKS INC$8.7M0.02%638,894CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES INC$8.7M0.02%55,595CommonSOLE
200340107CMACOMERICA INC$8.7M0.02%158,390CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$8.7M0.02%79,728CommonSOLE
830566105SKAASKECHERS U S A INC$8.7M0.02%141,690CommonSOLE
733174700BPOPPOPULAR INC$8.6M0.02%98,176CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$8.6M0.02%256,549CommonSOLE
39304D102GDOTGREEN DOT CORP$8.6M0.02%923,176CommonSOLE
237266101DARDARLING INGREDIENTS INC$8.5M0.02%183,506CommonSOLE
896239100TRMBTRIMBLE INC$8.4M0.02%131,230CommonSOLE
75513E101RTXRTX CORPORATION$8.4M0.02%86,213CommonSOLE
40416E103HCIHCI GROUP INC$8.4M0.02%72,022CommonSOLE
48242W106KBRKBR INC$8.3M0.02%130,908CommonSOLE
17275R102CSCOCISCO SYS INC$8.3M0.02%166,096CommonSOLE
268150109DTDYNATRACE INC$8.2M0.02%177,222CommonSOLE
98954M101ZGZILLOW GROUP INC$8.2M0.02%171,881CommonSOLE
353514102FELEFRANKLIN ELEC INC$8.2M0.02%76,473CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8.2M0.02%23,551CommonSOLE
29355A107ENPHENPHASE ENERGY INC$8.2M0.02%67,390CommonSOLE
00187Y100APGAPI GROUP CORP$8.1M0.02%207,153CommonSOLE
43940T109HOPEHOPE BANCORP INC$8.1M0.02%701,414CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$8.0M0.02%186,606CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$8.0M0.02%226,427CommonSOLE
60937P106MDBMONGODB INC$8.0M0.02%22,307CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.9M0.02%49,096CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$7.9M0.02%252,476CommonSOLE
852312305STAASTAAR SURGICAL CO$7.8M0.02%204,613CommonSOLE
45768S105IOSPINNOSPEC INC$7.8M0.02%60,528CommonSOLE
806037107SCSCSCANSOURCE INC$7.8M0.02%177,210CommonSOLE
448579102HHYATT HOTELS CORP$7.8M0.02%48,878CommonSOLE
011642105ALRMALARM COM HLDGS INC$7.8M0.02%107,376CommonSOLE
577933104MMSMAXIMUS INC$7.8M0.02%92,653CommonSOLE
029899101AWRAMER STATES WTR CO$7.8M0.02%107,424CommonSOLE
18538R103CLWCLEARWATER PAPER CORP$7.7M0.02%177,048CommonSOLE
172062101CINFCINCINNATI FINL CORP$7.7M0.02%61,993CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$7.6M0.02%211,438CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$7.6M0.02%383,846CommonSOLE

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.