MondegarAI
Headlands Technologies LLC

Q2 2025 · 13F-HR

Headlands Technologies LLCholdings as filed

Filed 2025-08-14 · accession 0001570271-25-000011

$835.2M
Reported value
1,142
Positions
2025-06-30
Period end
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The Brief · Headlands Technologies LLC · Q2 2025

AI · grounded in 13F

Headlands Technologies LLC established a new position in NVDA valued at $80.5M. The fund also opened new stakes in PEP for $13.8M and DHR for $13.7M. Additional new positions include BBAI, AMZN, and HOOD. The fund ended the period with 1,142 positions and total AUM of $835.2M.

Holdings as filed

First 500 of 1142

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$80.5M9.64%509,789CommonSOLE
713448108PEPPEPSICO INC$13.8M1.65%104,637CommonSOLE
235851102DHRDANAHER CORPORATION$13.7M1.64%69,406CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$13.3M1.60%1,962,073CommonSOLE
023135106AMZNAMAZON COM INC$12.5M1.50%57,035CommonSOLE
770700102HOODROBINHOOD MKTS INC$12.1M1.44%128,800CommonSOLE
337738108FISVFISERV INC$12.0M1.44%69,585CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.7M1.28%36,916CommonSOLE
594918104MSFTMICROSOFT CORP$10.6M1.27%21,379CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.3M1.23%18,962CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.4M1.13%93,535CommonSOLE
02156V109OKLOOKLO INC$9.4M1.12%167,247CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8.6M1.04%242,206CommonSOLE
68389X105ORCLORACLE CORP$8.5M1.02%38,919CommonSOLE
88160R101TSLATESLA INC$8.2M0.99%25,916CommonSOLE
126408103CSXCSX CORP$8.2M0.98%250,402CommonSOLE
G6683N103NUNU HLDGS LTD$8.1M0.97%589,651CommonSOLE
30303M102METAMETA PLATFORMS INC$7.8M0.94%10,592CommonSOLE
00206R102TAT&T INC$7.5M0.90%259,108CommonSOLE
060505104BACBANK AMERICA CORP$6.7M0.80%142,036CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$6.6M0.80%12,653CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.4M0.77%47,228CommonSOLE
46222L108IONQIONQ INC$6.4M0.77%148,875CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6.3M0.75%20,560CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6.3M0.75%190,139CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.3M0.75%84,499CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.4M0.65%13,360CommonSOLE
67079K100SMRNUSCALE PWR CORP$5.4M0.65%136,444CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$5.3M0.63%360,817CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$5.3M0.63%112,825CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$5.2M0.63%110,340CommonSOLE
052769106ADSKAUTODESK INC$5.2M0.62%16,758CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$5.2M0.62%47,955CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$5.1M0.62%268,299CommonSOLE
037833100AAPLAPPLE INC$5.1M0.61%24,865CommonSOLE
G4705A100ICLRICON PLC$4.9M0.59%33,780CommonSOLE
487836108KKELLANOVA$4.9M0.59%61,527CommonSOLE
771049103RBLXROBLOX CORP$4.7M0.57%44,999CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.4M0.52%32,425CommonSOLE
17275R102CSCOCISCO SYS INC$4.3M0.52%62,307CommonSOLE
Q4982L109IRENIREN LIMITED$4.3M0.51%294,542CommonSOLE
631103108NDAQNASDAQ INC$4.1M0.50%46,307CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.1M0.49%42,433CommonSOLE
81762P102NOWSERVICENOW INC$3.9M0.47%3,818CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.8M0.46%46,445CommonSOLE
438516106HONHONEYWELL INTL INC$3.8M0.46%16,419CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$3.8M0.46%378,451CommonSOLE
889478103TOLTOLL BROTHERS INC$3.8M0.46%33,366CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$3.8M0.45%152,935CommonSOLE
049468101TEAMATLASSIAN CORPORATION$3.8M0.45%18,552CommonSOLE
880770102TERTERADYNE INC$3.7M0.45%41,444CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$3.7M0.44%101,498CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$3.7M0.44%19,695CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.5M0.42%6,230CommonSOLE
216648501COOCOOPER COS INC$3.4M0.41%47,608CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3.3M0.40%26,137CommonSOLE
532457108LLYELI LILLY & CO$3.3M0.40%4,250CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$3.2M0.38%269,011CommonSOLE
79466L302CRMSALESFORCE INC$3.1M0.37%11,354CommonSOLE
46428Q109SLVISHARES SILVER TR$3.0M0.36%90,583CommonSOLE
902973304USBUS BANCORP DEL$2.9M0.35%64,756CommonSOLE
29444U700EQIXEQUINIX INC$2.9M0.35%3,659CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.9M0.35%6,559CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.9M0.34%24,499CommonSOLE
09062X103BIIBBIOGEN INC$2.9M0.34%22,791CommonSOLE
81141R100SESEA LTD$2.8M0.33%17,215CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.7M0.33%43,461CommonSOLE
974155103WINGWINGSTOP INC$2.7M0.32%8,057CommonSOLE
55087P104LYFTLYFT INC$2.7M0.32%170,874CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.7M0.32%13,636CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$2.7M0.32%8,708CommonSOLE
436440101HO1HOLOGIC INC$2.6M0.32%40,380CommonSOLE
26210C104DBXDROPBOX INC$2.5M0.30%88,958CommonSOLE
G25508105CRHCRH PLC$2.4M0.28%25,870CommonSOLE
464287465EFAISHARES TR$2.3M0.27%25,460CommonSOLE
55354G100MSCIMSCI INC$2.2M0.27%3,890CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$2.2M0.27%66,604CommonSOLE
00724F101ADBEADOBE INC$2.2M0.26%5,703CommonSOLE
22266T109CPNGCOUPANG INC$2.2M0.26%71,983CommonSOLE
G0260P102ASAMER SPORTS INC$2.1M0.26%55,078CommonSOLE
H5919C104ONONON HLDG AG$2.1M0.25%40,380CommonSOLE
26603R106DUOLDUOLINGO INC$2.1M0.25%5,098CommonSOLE
268150109DTDYNATRACE INC$2.0M0.24%36,804CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.0M0.24%10,879CommonSOLE
040413205ANETARISTA NETWORKS INC$2.0M0.24%19,849CommonSOLE
30161N101EXCEXELON CORP$2.0M0.24%45,901CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.0M0.23%24,689CommonSOLE
04016X101ARGXARGENX SE$2.0M0.23%3,556CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.9M0.23%8,789CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.23%10,389CommonSOLE
36828A101GEVGE VERNOVA INC$1.9M0.23%3,553CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.9M0.22%21,401CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.9M0.22%5,966CommonSOLE
92556V106VTRSVIATRIS INC$1.8M0.22%207,150CommonSOLE
038222105AMATAPPLIED MATLS INC$1.8M0.22%9,985CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$1.8M0.22%162,003CommonSOLE
64110D104NTAPNETAPP INC$1.8M0.22%16,928CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.8M0.21%97,356CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.7M0.21%22,420CommonSOLE
G02602103DOXAMDOCS LTD$1.7M0.21%19,010CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$1.7M0.21%34,467CommonSOLE
773121108RKLBROCKET LAB CORP$1.7M0.21%47,876CommonSOLE
816851109SRESEMPRA$1.7M0.20%22,484CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.7M0.20%12,370CommonSOLE
418056107HASHASBRO INC$1.7M0.20%22,886CommonSOLE
78464A714XRTSPDR SERIES TRUST$1.7M0.20%21,582CommonSOLE
172908105CTASCINTAS CORP$1.7M0.20%7,419CommonSOLE
464287242LQDISHARES TR$1.7M0.20%15,070CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.6M0.20%21,259CommonSOLE
00287Y109ABBVABBVIE INC$1.6M0.20%8,812CommonSOLE
902788108UMBFUMB FINL CORP$1.6M0.20%15,494CommonSOLE
803054204SAPSAP SE$1.6M0.19%5,343CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$1.6M0.19%25,753CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.6M0.19%21,503CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.6M0.19%9,246CommonSOLE
60937P106MDBMONGODB INC$1.6M0.19%7,553CommonSOLE
358054104FRSHFRESHWORKS INC$1.6M0.19%104,089CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$1.5M0.18%47,341CommonSOLE
75734B100RDDTREDDIT INC$1.5M0.18%10,140CommonSOLE
617700109MORNMORNINGSTAR INC$1.5M0.18%4,851CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.5M0.18%11,527CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.5M0.18%22,892CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.18%2,604CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$1.5M0.18%64,828CommonSOLE
371901109GNTXGENTEX CORP$1.5M0.17%66,259CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$1.4M0.17%23,608CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$1.4M0.17%168,138CommonSOLE
36165L108GDSGDS HLDGS LTD$1.4M0.17%46,386CommonSOLE
733174700BPOPPOPULAR INC$1.4M0.17%12,787CommonSOLE
26853E102EHEHANG HLDGS LTD$1.4M0.17%80,163CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.4M0.17%17,354CommonSOLE
023436108AMEDAMEDISYS INC$1.4M0.16%13,966CommonSOLE
878742204TECKTECK RESOURCES LTD$1.4M0.16%33,659CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.3M0.16%11,317CommonSOLE
G65163100JOBYJOBY AVIATION INC$1.3M0.16%126,375CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$1.3M0.16%103,243CommonSOLE
15135U109CVECENOVUS ENERGY INC$1.3M0.16%97,473CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.3M0.16%16,358CommonSOLE
37045V100GMGENERAL MTRS CO$1.3M0.16%26,817CommonSOLE
65249B109NWSANEWS CORP NEW$1.3M0.16%44,256CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.3M0.16%36,106CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$1.3M0.15%80,762CommonSOLE
47215P106JDJD.COM INC$1.3M0.15%39,079CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.3M0.15%5,250CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.3M0.15%5,830CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$1.2M0.15%69,868CommonSOLE
217204106CPRTCOPART INC$1.2M0.15%25,193CommonSOLE
636274409NGGNATIONAL GRID PLC$1.2M0.14%16,073CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.14%2,833CommonSOLE
830879102SKYWSKYWEST INC$1.2M0.14%11,516CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$1.2M0.14%102,477CommonSOLE
687793109OSCROSCAR HEALTH INC$1.2M0.14%54,298CommonSOLE
464288679SHVISHARES TR$1.2M0.14%10,521CommonSOLE
G0250X107AMCRAMCOR PLC$1.2M0.14%126,297CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.14%7,204CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.1M0.14%6,050CommonSOLE
N07059210ASMLASML HOLDING N V$1.1M0.14%1,419CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$1.1M0.14%21,882CommonSOLE
004498101ACIWACI WORLDWIDE INC$1.1M0.14%24,630CommonSOLE
88025T102TENBTENABLE HLDGS INC$1.1M0.13%32,189CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.13%5,948CommonSOLE
03831W108APPAPPLOVIN CORP$1.1M0.13%3,084CommonSOLE
303250104FICOFAIR ISAAC CORP$1.1M0.13%589CommonSOLE
464287457SHYISHARES TR$1.1M0.13%12,908CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$1.1M0.13%19,674CommonSOLE
651229106NWLNEWELL BRANDS INC$1.1M0.13%196,459CommonSOLE
925050106VRNAVERONA PHARMA PLC$1.1M0.13%11,139CommonSOLE
G54950103LINLINDE PLC$1.0M0.13%2,234CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.0M0.13%12,844CommonSOLE
26884L109EQTEQT CORP$1.0M0.12%17,898CommonSOLE
922475108VEEVVEEVA SYS INC$1.0M0.12%3,604CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$1.0M0.12%19,120CommonSOLE
464287234EEMISHARES TR$1.0M0.12%21,252CommonSOLE
87612G101TRGPTARGA RES CORP$1.0M0.12%5,885CommonSOLE
67000B104NOVTNOVANTA INC$1.0M0.12%7,941CommonSOLE
46435U853USHYISHARES TR$1.0M0.12%27,069CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.0M0.12%49,396CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$1.0M0.12%199,415CommonSOLE
95058W100WENWENDYS CO$998,9530.12%87,474CommonSOLE
784117103SEICSEI INVTS CO$995,3790.12%11,077CommonSOLE
683344105ONTOONTO INNOVATION INC$988,8110.12%9,797CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$988,3340.12%24,212CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$984,8820.12%10,011CommonSOLE
98980G102ZSZSCALER INC$975,0980.12%3,106CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$964,1540.12%10,980CommonSOLE
192108504CDECOEUR MNG INC$962,6830.12%108,655CommonSOLE
444859102HUMHUMANA INC$958,1170.11%3,919CommonSOLE
302492103FLYWFLYWIRE CORPORATION$957,3530.11%81,825CommonSOLE
09073M104TECHBIO-TECHNE CORP$952,8030.11%18,519CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$948,8300.11%3,302CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$946,6020.11%3,016CommonSOLE
629377508NRGNRG ENERGY INC$941,6410.11%5,864CommonSOLE
141788109CARGCARGURUS INC$938,4320.11%28,038CommonSOLE
98149E303GLDMWORLD GOLD TR$928,7460.11%14,175CommonSOLE
05561Q201BOKFBOK FINL CORP$922,7010.11%9,451CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$917,3650.11%5,063CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$914,0610.11%159,522CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$913,1180.11%10,538CommonSOLE
464286822EWWISHARES INC$912,8210.11%15,073CommonSOLE
907818108UNPUNION PAC CORP$910,1960.11%3,956CommonSOLE
670002401NVAXNOVAVAX INC$903,2060.11%143,366CommonSOLE
192422103CGNXCOGNEX CORP$902,7830.11%28,461CommonSOLE
62482R10707WAMR COOPER GROUP INC$901,8250.11%6,044CommonSOLE
98954M101ZGZILLOW GROUP INC$893,1100.11%13,040CommonSOLE
496902404KGCKINROSS GOLD CORP$891,0820.11%57,011CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$882,3170.11%17,839CommonSOLE
92243G108PCVXVAXCYTE INC$877,5420.11%26,993CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$875,8670.10%21,146CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$861,2280.10%6,852CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$854,0060.10%9,360CommonSOLE
011532108AGIALAMOS GOLD INC NEW$852,2310.10%32,087CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$852,1660.10%8,606CommonSOLE
399473206GRPNGROUPON INC$851,1350.10%25,445CommonSOLE
031100100AMEAMETEK INC$851,0550.10%4,703CommonSOLE
922908769VTIVANGUARD INDEX FDS$827,6010.10%2,723CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$827,3140.10%1,624CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$810,6430.10%21,127CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$806,8850.10%8,862CommonSOLE
784730103SSRMSSR MINING IN$800,7470.10%62,853CommonSOLE
12514G108CDWCDW CORP$794,9040.10%4,451CommonSOLE
13321L108CCJCAMECO CORP$792,7760.09%10,680CommonSOLE
40434L105HPQHP INC$792,1860.09%32,387CommonSOLE
76009N100UPBDUPBOUND GROUP INC$787,1360.09%31,360CommonSOLE
03945R102ACHRARCHER AVIATION INC$783,2830.09%72,192CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$782,4210.09%14,827CommonSOLE
74767V109QSQUANTUMSCAPE CORP$781,8520.09%116,347CommonSOLE
136375102CNICANADIAN NATL RY CO$773,1210.09%7,431CommonSOLE
778296103ROSTROSS STORES INC$772,2420.09%6,053CommonSOLE
44891N208IACIAC INC$769,0920.09%20,597CommonSOLE
10576N102BRZEBRAZE INC$764,7130.09%27,214CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$756,1070.09%104,724CommonSOLE
82452J109FOURSHIFT4 PMTS INC$754,0290.09%7,608CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$749,3770.09%9,438CommonSOLE
836100107SOUNSOUNDHOUND AI INC$747,3020.09%69,646CommonSOLE
450913108IAGIAMGOLD CORP$738,0500.09%100,415CommonSOLE
59156R108METMETLIFE INC$727,0770.09%9,041CommonSOLE
37954Y871URAGLOBAL X FDS$726,7950.09%18,727CommonSOLE
457642205INODINNODATA INC$721,1780.09%14,080CommonSOLE
72919P202PLUGPLUG POWER INC$718,4020.09%482,149CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$715,5430.09%2,504CommonSOLE
898402102TRMKTRUSTMARK CORP$714,9440.09%19,609CommonSOLE
464287614IWFISHARES TR$709,8980.09%1,672CommonSOLE
M98068105WIXWIX COM LTD$709,2670.08%4,476CommonSOLE
09227Q100BLKBBLACKBAUD INC$705,0900.08%10,981CommonSOLE
146869102CVNACARVANA CO$704,9200.08%2,092CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$701,7930.08%1,607CommonSOLE
30226D106EXTREXTREME NETWORKS$697,1060.08%38,836CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$693,7010.08%22,633CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$693,4710.08%3,105CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$685,8760.08%25,179CommonSOLE
553368101MPMP MATERIALS CORP$684,7630.08%20,582CommonSOLE
59151K108MEOHMETHANEX CORP$680,5030.08%20,559CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$678,8600.08%1,552CommonSOLE
938824109WAFDWAFD INC$671,1850.08%22,923CommonSOLE
070830104BBWIBATH & BODY WORKS INC$670,1750.08%22,369CommonSOLE
549498103CCIVGBPLUCID GROUP INC$669,1380.08%317,127CommonSOLE
86272C103STRASTRATEGIC ED INC$666,8230.08%7,833CommonSOLE
78464A664SPTLSPDR SERIES TRUST$665,4040.08%25,034CommonSOLE
74347W353AGQPROSHARES TR II$659,9210.08%13,896CommonSOLE
278865100ECLECOLAB INC$654,2000.08%2,428CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$653,3730.08%11,886CommonSOLE
49177J102KVUEKENVUE INC$648,0350.08%30,962CommonSOLE
06849F108BBARRICK MNG CORP$646,0450.08%31,030CommonSOLE
896818101TG7TRIUMPH GROUP INC NEW$642,7460.08%24,961CommonSOLE
143130102KMXCARMAX INC$633,5890.08%9,427CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$623,1750.07%41,407CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$617,1780.07%21,129CommonSOLE
78464A375SPIBSPDR SERIES TRUST$616,7640.07%18,367CommonSOLE
12504L109CBRECBRE GROUP INC$613,7260.07%4,380CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$611,7670.07%4,822CommonSOLE
149568107CVCOCAVCO INDS INC DEL$609,0710.07%1,402CommonSOLE
683715106OTEXOPEN TEXT CORP$597,1690.07%20,451CommonSOLE
N90064101QUREUNIQURE NV$591,6690.07%42,444CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$591,4470.07%12,777CommonSOLE
75960P104RELYREMITLY GLOBAL INC$590,9920.07%31,486CommonSOLE
741511109PSMTPRICESMART INC$590,6400.07%5,623CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$588,7090.07%24,550CommonSOLE
00183L201ANGIANGI INC$571,3500.07%37,441CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$569,0880.07%62,400CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$567,4780.07%9,954CommonSOLE
125523100CITHE CIGNA GROUP$564,3000.07%1,707CommonSOLE
464287515IGVISHARES TR$554,5080.07%5,064CommonSOLE
464287481IWPISHARES TR$551,8080.07%3,979CommonSOLE
74967X103RHRH$550,5860.07%2,913CommonSOLE
464289438IWYISHARES TR$548,4850.07%2,225CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$545,0260.07%6,231CommonSOLE
464288760ITAISHARES TR$543,0950.07%2,879CommonSOLE
64115T104NTCTNETSCOUT SYS INC$541,4530.06%21,824CommonSOLE
16679L109CHWYCHEWY INC$539,1000.06%12,649CommonSOLE
879369106TFXTELEFLEX INCORPORATED$538,1830.06%4,547CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$536,2130.06%11,487CommonSOLE
68213N109OMCLOMNICELL COM$533,2280.06%18,137CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$532,6320.06%105,891CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$523,4200.06%15,176CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$519,5530.06%5,229CommonSOLE
405552100HLNHALEON PLC$512,4340.06%49,415CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$511,3190.06%1,639CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$511,1750.06%27,721CommonSOLE
356390104FRHCFREEDOM HLDG CORP NEV$508,2540.06%3,480CommonSOLE
78442P106SLMSLM CORP$506,6380.06%15,451CommonSOLE
20825C104COPCONOCOPHILLIPS$505,8640.06%5,637CommonSOLE
10316T104BOXBOX INC$503,3240.06%14,730CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$494,7800.06%55,221CommonSOLE
090043100BILLBILL HOLDINGS INC$486,7940.06%10,523CommonSOLE
928254101VIRTVIRTU FINL INC$484,6730.06%10,821CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$483,9700.06%6,573CommonSOLE
87652V109TASKTASKUS INC$475,4310.06%28,367CommonSOLE
92189F791GDXJVANECK ETF TRUST$470,0210.06%6,954CommonSOLE
921910816MGKVANGUARD WORLD FD$468,3310.06%1,279CommonSOLE
464286806EWGISHARES INC$468,2870.06%11,068CommonSOLE
88033G407THCTENET HEALTHCARE CORP$467,1040.06%2,654CommonSOLE
644535106NGDNNEW GOLD INC CDA$465,0330.06%93,946CommonSOLE
69370C100PTCPTC INC$463,5950.06%2,690CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$463,2900.06%22,338CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$460,3610.06%994CommonSOLE
133131102CPTCAMDEN PPTY TR$460,2260.06%4,084CommonSOLE
37611X209DNAGINKGO BIOWORKS HOLDINGS INC$459,2030.05%40,818CommonSOLE
69047Q102OVVOVINTIV INC$458,6550.05%12,054CommonSOLE
92719V100VMEO*VIMEO INC$454,0430.05%112,387CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$452,6980.05%9,269CommonSOLE
23918K108DVADAVITA INC$452,2790.05%3,175CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$451,5750.05%8,257CommonSOLE
03073E105CORCENCORA INC$450,6750.05%1,503CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$450,4480.05%17,365CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$446,6880.05%144,093CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$445,6100.05%83,919CommonSOLE
78464A870XBISPDR SERIES TRUST$444,6710.05%5,362CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$444,4350.05%8,329CommonSOLE
26701L100BROSDUTCH BROS INC$443,5850.05%6,488CommonSOLE
058498106BALLBALL CORP$443,0550.05%7,899CommonSOLE
77311W101RKTROCKET COS INC$438,0490.05%30,892CommonSOLE
189054109CLXCLOROX CO DEL$437,0550.05%3,640CommonSOLE
78464A854SPYMSPDR SERIES TRUST$436,8670.05%6,010CommonSOLE
969457100WMBWILLIAMS COS INC$436,5920.05%6,951CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$435,7020.05%11,983CommonSOLE
38526M106LOPEGRAND CANYON ED INC$435,0780.05%2,302CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$431,7270.05%31,467CommonSOLE
513272104LWLAMB WESTON HLDGS INC$429,1110.05%8,276CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$427,4740.05%90,375CommonSOLE
248356107DNNDENISON MINES CORP$421,6180.05%231,658CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$420,5390.05%12,644CommonSOLE
64110L106NFLXNETFLIX INC$417,8090.05%312CommonSOLE
38059T106GFIGOLD FIELDS LTD$416,1900.05%17,583CommonSOLE
46434G772EWTISHARES INC$414,4280.05%7,220CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$414,4140.05%8,050CommonSOLE
G4740B105ICHRICHOR HOLDINGS$414,3060.05%21,095CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$411,5790.05%2,440CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$404,6150.05%15,936CommonSOLE
36467W109GMEGAMESTOP CORP NEW$402,3860.05%16,498CommonSOLE
172755100CRUSCIRRUS LOGIC INC$401,2770.05%3,849CommonSOLE
25400W102APPSDIGITAL TURBINE INC$400,6510.05%67,907CommonSOLE
00676P107ADEAADEIA INC$399,9070.05%28,282CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$399,8400.05%8,170CommonSOLE
88076W103TDCTERADATA CORP DEL$399,2600.05%17,896CommonSOLE
464287630IWNISHARES TR$398,0280.05%2,523CommonSOLE
78573M104SABRSABRE CORP$397,6130.05%125,827CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$393,5950.05%8,092CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$392,0160.05%807CommonSOLE
74348A210RWMPROSHARES TR$390,6840.05%20,759CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$390,3490.05%7,325CommonSOLE
85209W109SPTSPROUT SOCIAL INC$388,3610.05%18,573CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$386,7800.05%5,550CommonSOLE
00851L103APIAGORA INC$386,0600.05%101,328CommonSOLE
464288513HYGISHARES TR$382,6840.05%4,745CommonSOLE
464287507IJHISHARES TR$381,7330.05%6,155CommonSOLE
478160104JNJJOHNSON & JOHNSON$379,5840.05%2,485CommonSOLE
07831C103BRBRBELLRING BRANDS INC$377,6460.05%6,519CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$377,5390.05%10,262CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$370,9390.04%16,377CommonSOLE
46429B267GOVTISHARES TR$370,5300.04%16,124CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$369,9550.04%16,106CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$368,0400.04%16,556CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$359,2970.04%33,054CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$355,6470.04%28,635CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$355,6360.04%6,362CommonSOLE
149150104CATYCATHAY GEN BANCORP$354,9520.04%7,796CommonSOLE
759916109RGENREPLIGEN CORP$353,4880.04%2,842CommonSOLE
35905A109FTDRFRONTDOOR INC$352,1670.04%5,975CommonSOLE
67059N108NTNXNUTANIX INC$347,1900.04%4,542CommonSOLE
018522300AEBAALLETE INC$342,2620.04%5,342CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$341,8960.04%4,501CommonSOLE
37253A103THRMGENTHERM INC$337,5560.04%11,932CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$336,7200.04%4,000CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$335,6950.04%16,553CommonSOLE
74319R101PRGPROG HOLDINGS INC$334,4430.04%11,395CommonSOLE
690742101OCOWENS CORNING NEW$331,5610.04%2,411CommonSOLE
093671105HRBBLOCK H & R INC$330,9320.04%6,029CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$330,5640.04%3,115CommonSOLE
670703107NUVLNUVALENT INC$328,8530.04%4,310CommonSOLE
74347G416PROSHARES TR$325,0080.04%19,520CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$323,4870.04%7,476CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$323,3630.04%5,688CommonSOLE
G8473T100STESTERIS PLC$320,9340.04%1,336CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$317,8590.04%5,843CommonSOLE
571903202MARMARRIOTT INTL INC NEW$317,4700.04%1,162CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$314,3780.04%13,929CommonSOLE
464287648IWOISHARES TR$310,4440.04%1,086CommonSOLE
64111Q104NTGRNETGEAR INC$303,8690.04%10,453CommonSOLE
14365C103POH3CARNIVAL PLC$296,9870.04%11,642CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$295,4460.04%7,277CommonSOLE
406216101HALHALLIBURTON CO$292,5140.04%14,353CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$291,7750.03%104,579CommonSOLE
359664109FLGTFULGENT GENETICS INC$291,2420.03%14,650CommonSOLE
46434V621DGROISHARES TR$290,7350.03%4,547CommonSOLE
09228F103BBBLACKBERRY LTD$289,7770.03%63,270CommonSOLE
576323109MTZMASTEC INC$288,7080.03%1,694CommonSOLE
902653104UDRUDR INC$288,3820.03%7,063CommonSOLE
464286772EWYISHARES INC$287,6940.03%4,008CommonSOLE
91167Q100BNOUNITED STS BRENT OIL FD LP$287,0540.03%9,834CommonSOLE
H11356104BGBUNGE GLOBAL SA$282,2640.03%3,516CommonSOLE
77664L207ROOTROOT INC$281,9180.03%2,203CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$280,6460.03%2,869CommonSOLE
443628102HBMHUDBAY MINERALS INC$279,4670.03%26,340CommonSOLE
384109104GGGGRACO INC$279,2310.03%3,248CommonSOLE
464287101OEFISHARES TR$274,5240.03%902CommonSOLE
156431108CENXCENTURY ALUM CO$270,2280.03%14,996CommonSOLE
343498101FLOFLOWERS FOODS INC$267,6650.03%16,750CommonSOLE
366651107ITGARTNER INC$266,7850.03%660CommonSOLE
464288661IEIISHARES TR$265,9280.03%2,233CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$265,1400.03%3,928CommonSOLE
20717M1038QRCONFLUENT INC$262,5880.03%10,533CommonSOLE
74347X864UPROPROSHARES TR$260,3300.03%2,847CommonSOLE
464287622IWBISHARES TR$259,7710.03%765CommonSOLE
12468P104AIC3 AI INC$255,6260.03%10,404CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$255,0030.03%1,007CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$253,1340.03%14,899CommonSOLE
87151X101SYMSYMBOTIC INC$252,8360.03%6,508CommonSOLE
78463M107SPSCSPS COMM INC$251,4940.03%1,848CommonSOLE
45827U109INTAINTAPP INC$251,0280.03%4,863CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$249,5800.03%16,672CommonSOLE
369604301GEGE AEROSPACE$247,8670.03%963CommonSOLE
74736K101QRVOQORVO INC$247,7670.03%2,918CommonSOLE
50189K103LCIILCI INDS$247,0340.03%2,709CommonSOLE
423403104MOMOHELLO GROUP INC$245,7050.03%29,112CommonSOLE
61945C103MOSMOSAIC CO NEW$245,4010.03%6,727CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$243,9050.03%3,738CommonSOLE
380237107GDDYGODADDY INC$243,4410.03%1,352CommonSOLE
23331A109DHID R HORTON INC$240,6940.03%1,867CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$240,6680.03%1,291CommonSOLE
62914V106NIONIO INC$239,8940.03%69,940CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$238,5720.03%28,813CommonSOLE
G8068L108SNSHARKNINJA INC$236,9820.03%2,394CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$236,1770.03%16,906CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$231,6670.03%7,260CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$227,9200.03%2,751CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$226,6960.03%229CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$225,9120.03%2,525CommonSOLE
05534B760BCEBCE INC$225,8460.03%10,187CommonSOLE
36315X101LKFTGALAPAGOS NV$223,1640.03%7,973CommonSOLE
90364P105PATHUIPATH INC$220,8260.03%17,252CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$219,6440.03%3,101CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$217,9320.03%3,966CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$217,5290.03%2,866CommonSOLE
46434G103IEMGISHARES INC$214,6670.03%3,576CommonSOLE
44852D108HUYAHUYA INC$214,1040.03%60,825CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$212,4920.03%1,821CommonSOLE
372303206GMABGENMAB A/S$210,0300.03%10,166CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$206,4300.02%1,196CommonSOLE
464287473IWSISHARES TR$206,1380.02%1,560CommonSOLE
74935Q107RBARB GLOBAL INC$206,0090.02%1,940CommonSOLE
65481N100NIUNIU TECHNOLOGIES$205,9010.02%61,280CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$204,3390.02%2,439CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$203,9260.02%4,475CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$203,5860.02%14,817CommonSOLE
464287184FXIISHARES TR$203,3930.02%5,533CommonSOLE
75689M101RRGBRED ROBIN GOURMET BURGERS IN$201,5040.02%34,802CommonSOLE
25460G831JNUGDIREXION SHS ETF TR$200,9900.02%2,532CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$200,1930.02%33,931CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$199,7580.02%24,692CommonSOLE
209115104EDCONSOLIDATED EDISON INC$197,9910.02%1,973CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$197,5790.02%9,413CommonSOLE
57776J100MXLMAXLINEAR INC$196,7090.02%13,843CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$195,9130.02%1,703CommonSOLE
393657101GBXGREENBRIER COS INC$195,5740.02%4,247CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$195,2570.02%9,807CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$194,3840.02%2,834CommonSOLE
98978V103ZTSZOETIS INC$193,8460.02%1,243CommonSOLE
011642105ALRMALARM COM HLDGS INC$193,5260.02%3,421CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$193,1210.02%20,523CommonSOLE
482497104BEKEKE HLDGS INC$191,7160.02%10,807CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$191,6740.02%3,209CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$191,3030.02%970CommonSOLE
680033107ONBOLD NATL BANCORP IND$189,7340.02%8,891CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$189,3330.02%2,443CommonSOLE
38246G108GDRXGOODRX HLDGS INC$188,8120.02%37,914CommonSOLE
05278C107ATHMAUTOHOME INC$188,5760.02%7,312CommonSOLE
81758H106SERVSERVE ROBOTICS INC$187,8790.02%16,423CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$187,4470.02%4,238CommonSOLE
33829M101FIVEFIVE BELOW INC$187,3250.02%1,428CommonSOLE
88031M109TSTENARIS S A$186,4020.02%4,984CommonSOLE
11777Q209BTGB2GOLD CORP$186,1570.02%51,567CommonSOLE
89400J107TRUTRANSUNION$186,1200.02%2,115CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$185,6430.02%3,024CommonSOLE
48242W106KBRKBR INC$185,0960.02%3,861CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$184,5580.02%1,505CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$184,4780.02%21,426CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$184,0980.02%3,223CommonSOLE
857477103STTSTATE STR CORP$182,7980.02%1,719CommonSOLE
806857108SLBSCHLUMBERGER LTD$182,3510.02%5,395CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$181,8560.02%1,380CommonSOLE

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.