MondegarAI
FEDERATED HERMES, INC. (FHI)

Q2 2025 · 13F-HR

FEDERATED HERMES, INC. (FHI)holdings as filed

Filed 2025-08-13 · accession 0001623632-25-000972

$53.11B
Reported value
2,054
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · FEDERATED HERMES, INC. (FHI) · Q2 2025

AI · grounded in 13F

Federated Hermes, Inc. (FHI) established a new position in MSFT valued at $1.31B. The fund also initiated new stakes in NVDA for $1.19B and AMZN for $858M. Additional new positions include AAPL at $724M and GOOGL at $674M.

Holdings as filed

First 500 of 2054

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.31B2.47%2,634,181CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.19B2.24%7,519,089CommonSOLE
023135106AMZNAMAZON COM INC$858.0M1.62%3,910,639CommonSOLE
037833100AAPLAPPLE INC$723.8M1.36%3,527,854CommonSOLE
02079K305GOOGLALPHABET INC$674.0M1.27%3,824,413CommonSOLE
00287Y109ABBVABBVIE INC$634.5M1.19%3,418,332CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$629.1M1.18%4,614,522CommonSOLE
031162100AMGNAMGEN INC$606.4M1.14%2,171,824CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$596.1M1.12%13,776,271CommonSOLE
11135F101AVGOBROADCOM INC$561.1M1.06%2,035,381CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$517.6M0.97%2,776,517CommonSOLE
30231G102XOMEXXON MOBIL CORP$489.4M0.92%4,539,739CommonSOLE
717081103PFEPFIZER INC$463.4M0.87%19,118,939CommonSOLE
718172109PMPHILIP MORRIS INTL INC$460.7M0.87%2,529,521CommonSOLE
902973304USBUS BANCORP DEL$449.4M0.85%9,931,308CommonSOLE
166764100CVXCHEVRON CORP NEW$435.0M0.82%3,037,714CommonSOLE
478160104JNJJOHNSON & JOHNSON$422.5M0.80%2,766,239CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$416.1M0.78%420,334CommonSOLE
89832Q109TFCTRUIST FINL CORP$414.1M0.78%9,632,481CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$410.4M0.77%3,477,679CommonSOLE
03076C106AMPAMERIPRISE FINL INC$398.7M0.75%747,083CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$397.5M0.75%3,830,930CommonSOLE
30303M102METAMETA PLATFORMS INC$375.9M0.71%509,309CommonSOLE
98980G102ZSZSCALER INC$367.9M0.69%1,171,983CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$365.0M0.69%475,716CommonSOLE
36828A101GEVGE VERNOVA INC$352.3M0.66%665,828CommonSOLE
74340W103PLDPROLOGIS INC.$343.5M0.65%3,267,250CommonSOLE
771049103RBLXROBLOX CORP$341.4M0.64%3,245,338CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$340.8M0.64%20,336,013CommonSOLE
880770102TERTERADYNE INC$340.4M0.64%3,785,067CommonSOLE
375558103GILDGILEAD SCIENCES INC$330.5M0.62%2,980,646CommonSOLE
252131107DXCMDEXCOM INC$317.1M0.60%3,633,139CommonSOLE
713448108PEPPEPSICO INC$312.6M0.59%2,367,288CommonSOLE
92338C103VLTOVERALTO CORP$299.6M0.56%2,967,867CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$286.1M0.54%653,965CommonSOLE
150870103CECELANESE CORP DEL$281.2M0.53%5,081,458CommonSOLE
617446448MSMORGAN STANLEY$277.6M0.52%1,970,570CommonSOLE
337932107FEFIRSTENERGY CORP$277.3M0.52%6,888,967CommonSOLE
05464C101AXONAXON ENTERPRISE INC$276.0M0.52%333,364CommonSOLE
69351T106PPLPPL CORP$273.6M0.52%8,074,354CommonSOLE
30034W106EVRGEVERGY INC$254.0M0.48%3,685,142CommonSOLE
67059N108NTNXNUTANIX INC$245.8M0.46%3,215,800CommonSOLE
74762E102QUREQUANTA SVCS INC$245.3M0.46%648,915CommonSOLE
34959E109FTNTFORTINET INC$244.1M0.46%2,309,054CommonSOLE
747525103QCOMQUALCOMM INC$238.5M0.45%1,497,611CommonSOLE
636274409NGGNATIONAL GRID PLC$238.1M0.45%3,200,004CommonSOLE
92826C839VVISA INC$235.5M0.44%663,356CommonSOLE
25809K105DASHDOORDASH INC$235.0M0.44%953,502CommonSOLE
060505104BACBANK AMERICA CORP$233.4M0.44%4,932,445CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$230.9M0.43%1,128,314CommonSOLE
64110L106NFLXNETFLIX INC$227.3M0.43%169,759CommonSOLE
45784P101PODDINSULET CORP$227.3M0.43%723,363CommonSOLE
29250N105ENBENBRIDGE INC$223.8M0.42%4,937,949CommonSOLE
00206R102TAT&T INC$220.1M0.41%7,605,264CommonSOLE
89151E109TTENTOTALENERGIES SE$219.9M0.41%3,582,127CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$215.8M0.41%806,535CommonSOLE
842587107SOSOUTHERN CO$215.2M0.41%2,343,596CommonSOLE
92939U106WECWEC ENERGY GROUP INC$211.6M0.40%2,030,461CommonSOLE
03073E105CORCENCORA INC$206.5M0.39%688,656CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$204.1M0.38%1,583,193CommonSOLE
16411R208LNGCHENIERE ENERGY INC$199.5M0.38%819,048CommonSOLE
369604301GEGE AEROSPACE$198.8M0.37%772,208CommonSOLE
191216100KOCOCA COLA CO$197.2M0.37%2,787,569CommonSOLE
33829M101FIVEFIVE BELOW INC$196.4M0.37%1,496,952CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$194.8M0.37%1,813,505CommonSOLE
49177J102KVUEKENVUE INC$193.0M0.36%9,220,268CommonSOLE
79466L302CRMSALESFORCE INC$189.4M0.36%694,543CommonSOLE
80105N105SNYSANOFI$187.8M0.35%3,887,629CommonSOLE
888787108TOSTTOAST INC$178.3M0.34%4,024,942CommonSOLE
G0250X107AMCRAMCOR PLC$177.3M0.33%19,291,338CommonSOLE
98389B100XELXCEL ENERGY INC$177.0M0.33%2,599,729CommonSOLE
49446R109KIMKIMCO RLTY CORP$175.9M0.33%8,369,774CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$175.8M0.33%1,705,634CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$175.5M0.33%926,733CommonSOLE
03831W108APPAPPLOVIN CORP$174.7M0.33%499,002CommonSOLE
532457108LLYELI LILLY & CO$172.9M0.33%221,781CommonSOLE
29084Q100EMEEMCOR GROUP INC$172.5M0.32%322,437CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$170.1M0.32%313,035CommonSOLE
92840M102VSTVISTRA CORP$168.9M0.32%871,520CommonSOLE
82509L107SHOPSHOPIFY INC$166.5M0.31%1,443,505CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$164.5M0.31%3,476,001CommonSOLE
380237107GDDYGODADDY INC$163.8M0.31%909,518CommonSOLE
422806109HEIHEICO CORP NEW$162.7M0.31%495,935CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$161.7M0.30%557,654CommonSOLE
199908104FIXCOMFORT SYS USA INC$159.8M0.30%297,944CommonSOLE
974155103WINGWINGSTOP INC$158.2M0.30%469,762CommonSOLE
872540109TJXTJX COS INC NEW$155.3M0.29%1,257,482CommonSOLE
756109104OREALTY INCOME CORP$153.8M0.29%2,669,031CommonSOLE
47215P106JDJD.COM INC$148.5M0.28%4,551,070CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$147.7M0.28%878,986CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$146.7M0.28%1,544,799CommonSOLE
565394103CARTMAPLEBEAR INC$143.8M0.27%3,179,537CommonSOLE
53947R105LOARLOAR HOLDINGS INC$142.1M0.27%1,649,069CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$140.6M0.26%237,134CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$140.5M0.26%620,522CommonSOLE
743315103PGRPROGRESSIVE CORP$140.0M0.26%524,532CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$139.7M0.26%2,414,745CommonSOLE
26603R106DUOLDUOLINGO INC$139.6M0.26%340,444CommonSOLE
87807B107TRPTC ENERGY CORP$139.6M0.26%2,860,729CommonSOLE
37733W204GSKGSK PLC$139.5M0.26%3,632,471CommonSOLE
443573100HUBSHUBSPOT INC$139.0M0.26%249,794CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$138.3M0.26%625,945CommonSOLE
G29183103ETNEATON CORP PLC$138.1M0.26%386,853CommonSOLE
254687106DISDISNEY WALT CO$137.4M0.26%1,107,699CommonSOLE
063671101BMOBANK MONTREAL QUE$135.3M0.25%1,222,689CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$132.5M0.25%572,734CommonSOLE
81762P102NOWSERVICENOW INC$132.3M0.25%128,685CommonSOLE
632307104NTRANATERA INC$129.7M0.24%767,813CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$128.9M0.24%245,587CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$128.0M0.24%314,615CommonSOLE
407497106HLNEHAMILTON LANE INC$127.5M0.24%896,946CommonSOLE
922475108VEEVVEEVA SYS INC$127.0M0.24%440,842CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$125.6M0.24%2,238,387CommonSOLE
518439104ELLAUDER ESTEE COS INC$125.6M0.24%1,554,088CommonSOLE
87612G101TRGPTARGA RES CORP$123.7M0.23%710,487CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$122.8M0.23%1,001,680CommonSOLE
00724F101ADBEADOBE INC$121.9M0.23%315,133CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$119.6M0.23%1,185,156CommonSOLE
58733R102MELIMERCADOLIBRE INC$119.0M0.22%45,549CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$118.6M0.22%557,359CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$118.2M0.22%502,084CommonSOLE
22160N109CSGPCOSTAR GROUP INC$118.2M0.22%1,470,344CommonSOLE
637417106NNNNNN REIT INC$118.1M0.22%2,735,650CommonSOLE
744320102PRUPRUDENTIAL FINL INC$116.8M0.22%1,087,505CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$116.8M0.22%1,282,390CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$115.6M0.22%1,238,951CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$114.4M0.22%756,349CommonSOLE
902681105UGIUGI CORP NEW$114.1M0.21%3,132,747CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$112.9M0.21%5,877,700CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$111.0M0.21%2,387,325CommonSOLE
857477103STTSTATE STR CORP$110.9M0.21%1,042,794CommonSOLE
925050106VRNAVERONA PHARMA PLC$108.4M0.20%1,146,095CommonSOLE
781154109RBRKRUBRIK INC.$108.3M0.20%1,208,292CommonSOLE
020002101ALLALLSTATE CORP$108.2M0.20%537,496CommonSOLE
629377508NRGNRG ENERGY INC$108.1M0.20%673,152CommonSOLE
368736104GNRCGENERAC HLDGS INC$107.3M0.20%749,347CommonSOLE
372460105GPCGENUINE PARTS CO$107.0M0.20%882,160CommonSOLE
90384S303ULTAULTA BEAUTY INC$106.9M0.20%228,545CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$106.6M0.20%1,686,494CommonSOLE
78409V104SPGIS&P GLOBAL INC$106.3M0.20%201,604CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$105.6M0.20%323,842CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$104.2M0.20%555,871CommonSOLE
18915M107NETCLOUDFLARE INC$103.2M0.19%527,134CommonSOLE
90364P105PATHUIPATH INC$103.0M0.19%8,048,321CommonSOLE
49845K101KVYOKLAVIYO INC$97.8M0.18%2,911,007CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$97.3M0.18%4,627,266CommonSOLE
893641100TDGTRANSDIGM GROUP INC$97.0M0.18%63,758CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$95.8M0.18%188,156CommonSOLE
086516101BBYBEST BUY INC$95.7M0.18%1,425,769CommonSOLE
64110D104NTAPNETAPP INC$95.2M0.18%893,832CommonSOLE
038336103ATRAPTARGROUP INC$95.2M0.18%608,290CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$93.7M0.18%1,759,101CommonSOLE
26969P108EXPEAGLE MATLS INC$93.2M0.18%460,921CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$92.5M0.17%3,295,265CommonSOLE
85423L103SAROSTANDARDAERO INC$90.6M0.17%2,863,983CommonSOLE
040413205ANETARISTA NETWORKS INC$89.8M0.17%877,719CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$88.9M0.17%976,929CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$87.5M0.16%518,858CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$87.0M0.16%248,197CommonSOLE
969457100WMBWILLIAMS COS INC$86.7M0.16%1,380,115CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$86.4M0.16%193,959CommonSOLE
370334104GISGENERAL MLS INC$83.9M0.16%1,619,943CommonSOLE
443201108HWMHOWMET AEROSPACE INC$83.0M0.16%445,908CommonSOLE
N14506104ESTCELASTIC N V$83.0M0.16%983,732CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$82.7M0.16%265,579CommonSOLE
H1467J104CBCHUBB LIMITED$81.7M0.15%282,119CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$81.6M0.15%193,997CommonSOLE
88160R101TSLATESLA INC$81.1M0.15%255,417CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$80.5M0.15%489,243CommonSOLE
833445109SNOWSNOWFLAKE INC$80.5M0.15%359,626CommonSOLE
N5749R1002GHMERUS N V$80.4M0.15%1,528,587CommonSOLE
60770K107MRNAMODERNA INC$79.2M0.15%2,869,271CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$77.4M0.15%545,789CommonSOLE
74624M102PPURE STORAGE INC$77.4M0.15%1,343,658CommonSOLE
452327109ILMNILLUMINA INC$76.6M0.14%802,343CommonSOLE
40131M109GHGUARDANT HEALTH INC$76.3M0.14%1,465,438CommonSOLE
002824100ABTABBOTT LABS$76.1M0.14%559,854CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$75.3M0.14%1,755,383CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$74.7M0.14%1,273,369CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$74.5M0.14%2,049,501CommonSOLE
002120202ATYRATYR PHARMA INC$74.4M0.14%14,666,600CommonSOLE
97650W108WTFCWINTRUST FINL CORP$74.1M0.14%597,769CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$73.3M0.14%616,728CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$73.0M0.14%397,693CommonSOLE
256746108DLTRDOLLAR TREE INC$72.9M0.14%735,915CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$72.8M0.14%129,537CommonSOLE
056752108BIDUBAIDU INC$72.5M0.14%845,595CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$72.0M0.14%1,282,451CommonSOLE
742718109PGPROCTER AND GAMBLE CO$71.7M0.14%450,347CommonSOLE
35137L105FOXAFOX CORP$71.7M0.14%1,280,317CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$71.3M0.13%802,941CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$71.2M0.13%1,005,916CommonSOLE
74736L109QTWOQ2 HLDGS INC$69.9M0.13%747,145CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$69.2M0.13%349,111CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$68.8M0.13%763,385CommonSOLE
82846H405QXOQXO INC$68.5M0.13%3,178,100CommonSOLE
25243Q205DEODIAGEO PLC$68.3M0.13%677,669CommonSOLE
04016X101ARGXARGENX SE$68.2M0.13%123,659CommonSOLE
929740108WABWABTEC$68.0M0.13%324,735CommonSOLE
72703H101PLNTPLANET FITNESS INC$67.9M0.13%622,392CommonSOLE
H5919C104ONONON HLDG AG$67.7M0.13%1,301,100CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$67.6M0.13%13,444,746CommonSOLE
025816109AXPAMERICAN EXPRESS CO$67.2M0.13%210,564CommonSOLE
826919102SLABSILICON LABORATORIES INC$66.8M0.13%453,027CommonSOLE
26875P101EOGEOG RES INC$66.2M0.12%553,817CommonSOLE
22266T109CPNGCOUPANG INC$66.2M0.12%2,210,621CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$66.0M0.12%192,206CommonSOLE
55261F104MTBM & T BK CORP$65.5M0.12%337,762CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$65.5M0.12%1,331,927CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$65.0M0.12%450,907CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$64.9M0.12%885,918CommonSOLE
184496107CLHCLEAN HARBORS INC$64.6M0.12%279,341CommonSOLE
87612E106TGTTARGET CORP$64.3M0.12%651,689CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$64.2M0.12%650,577CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$64.1M0.12%370,000CommonSOLE
09290D101BLKBLACKROCK INC$63.0M0.12%60,035CommonSOLE
76200L309RZLTREZOLUTE INC$62.6M0.12%14,034,712CommonSOLE
98978V103ZTSZOETIS INC$62.3M0.12%399,172CommonSOLE
23804L103DDOGDATADOG INC$62.2M0.12%462,771CommonSOLE
665859104NTRSNORTHERN TR CORP$62.1M0.12%489,989CommonSOLE
863667101SYKSTRYKER CORPORATION$62.0M0.12%156,675CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$61.1M0.11%4,694,060CommonSOLE
148929102CAVACAVA GROUP INC$61.1M0.11%724,855CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$60.6M0.11%124,767CommonSOLE
090043100BILLBILL HOLDINGS INC$60.3M0.11%1,303,473CommonSOLE
366651107ITGARTNER INC$59.6M0.11%147,543CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$59.5M0.11%256,070CommonSOLE
96208T104WEXWEX INC$59.1M0.11%402,123CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$59.0M0.11%657,188CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$58.9M0.11%1,248,573CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$58.9M0.11%810,346CommonSOLE
29414B104EPAMEPAM SYS INC$58.8M0.11%332,381CommonSOLE
65339F101NEENEXTERA ENERGY INC$58.7M0.11%845,761CommonSOLE
29355A107ENPHENPHASE ENERGY INC$58.6M0.11%1,477,751CommonSOLE
16115Q308GTLSCHART INDS INC$58.1M0.11%352,720CommonSOLE
749685103RPMRPM INTL INC$58.0M0.11%528,220CommonSOLE
294429105EFXEQUIFAX INC$57.9M0.11%223,149CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$57.3M0.11%183,142CommonSOLE
482480100KLACKLA CORP$56.8M0.11%63,445CommonSOLE
M98068105WIXWIX COM LTD$56.3M0.11%355,573CommonSOLE
69370C100PTCPTC INC$56.3M0.11%326,632CommonSOLE
81730H109SSENTINELONE INC$55.9M0.11%3,059,241CommonSOLE
21874C102CNMCORE & MAIN INC$55.8M0.11%924,820CommonSOLE
G25508105CRHCRH PLC$55.7M0.10%607,032CommonSOLE
189054109CLXCLOROX CO DEL$55.3M0.10%460,646CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$55.2M0.10%77,944CommonSOLE
268150109DTDYNATRACE INC$54.9M0.10%994,825CommonSOLE
526107107LIILENNOX INTL INC$54.8M0.10%95,592CommonSOLE
651639106NEMNEWMONT CORP$54.6M0.10%938,023CommonSOLE
04621X108AIZASSURANT INC$54.0M0.10%273,391CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$53.3M0.10%669,420CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$53.1M0.10%1,056,407CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$53.1M0.10%2,066,664CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$53.0M0.10%1,004,174CommonSOLE
58933Y105MRKMERCK & CO INC$52.9M0.10%667,804CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$52.5M0.10%212,176CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$51.9M0.10%949,070CommonSOLE
55354G100MSCIMSCI INC$51.6M0.10%89,492CommonSOLE
M20791105CAMTCAMTEK LTD$51.6M0.10%610,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$51.5M0.10%417,835CommonSOLE
278642103EBAYEBAY INC.$51.4M0.10%690,560CommonSOLE
192422103CGNXCOGNEX CORP$51.4M0.10%1,619,607CommonSOLE
204166102CVLTCOMMVAULT SYS INC$51.2M0.10%293,457CommonSOLE
26701L100BROSDUTCH BROS INC$50.5M0.10%738,374CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$50.2M0.09%481,723CommonSOLE
931142103WMTWALMART INC$50.1M0.09%512,372CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$49.9M0.09%733,446CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$49.8M0.09%90,738CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$49.2M0.09%224,667CommonSOLE
92346J108VCELVERICEL CORP$48.7M0.09%1,145,259CommonSOLE
49427F108KRCKILROY RLTY CORP$48.2M0.09%1,405,678CommonSOLE
903731107ULSUL SOLUTIONS INC$47.9M0.09%657,200CommonSOLE
577933104MMSMAXIMUS INC$47.7M0.09%679,658CommonSOLE
829073105SSDSIMPSON MFG INC$47.5M0.09%305,737CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$47.3M0.09%306,342CommonSOLE
315616102FFIVF5 INC$47.2M0.09%160,499CommonSOLE
163086101CHEFCHEFS WHSE INC$47.2M0.09%740,044CommonSOLE
988498101YUMYUM BRANDS INC$47.2M0.09%318,250CommonSOLE
437076102HDHOME DEPOT INC$46.9M0.09%127,885CommonSOLE
G8473T100STESTERIS PLC$45.9M0.09%191,195CommonSOLE
37045V100GMGENERAL MTRS CO$43.9M0.08%892,166CommonSOLE
48553T106BZKANZHUN LIMITED$43.8M0.08%2,455,286CommonSOLE
G54950103LINLINDE PLC$43.6M0.08%92,890CommonSOLE
775711104ROLROLLINS INC$43.5M0.08%771,806CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$43.5M0.08%844,342CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$43.3M0.08%4,599,450CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$43.1M0.08%757,625CommonSOLE
31428X106FDXFEDEX CORP$42.5M0.08%186,988CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$42.4M0.08%466,895CommonSOLE
68389X105ORCLORACLE CORP$42.2M0.08%193,224CommonSOLE
537008104LFUSLITTELFUSE INC$42.2M0.08%186,215CommonSOLE
25754A201DPZDOMINOS PIZZA INC$42.0M0.08%93,173CommonSOLE
89531P105TREXTREX CO INC$41.9M0.08%771,250CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$41.8M0.08%754,113CommonSOLE
87971M103TUTELUS CORPORATION$41.6M0.08%2,588,678CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$41.5M0.08%89,698CommonSOLE
580135101MCDMCDONALDS CORP$41.4M0.08%141,775CommonSOLE
98419M100XYLXYLEM INC$40.1M0.08%310,264CommonSOLE
146869102CVNACARVANA CO$39.8M0.08%118,238CommonSOLE
172908105CTASCINTAS CORP$39.4M0.07%176,769CommonSOLE
07831C103BRBRBELLRING BRANDS INC$39.1M0.07%674,267CommonSOLE
683344105ONTOONTO INNOVATION INC$38.9M0.07%384,977CommonSOLE
01741R102ATIATI INC$38.7M0.07%448,485CommonSOLE
980745103WWDWOODWARD INC$38.5M0.07%157,096CommonSOLE
45337C102INCYINCYTE CORP$38.4M0.07%563,153CommonSOLE
701094104PHPARKER-HANNIFIN CORP$37.9M0.07%54,232CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$37.8M0.07%1,063,724CommonSOLE
949746101WMT2WELLS FARGO CO NEW$37.7M0.07%470,110CommonSOLE
75513E101RTXRTX CORPORATION$37.6M0.07%257,674CommonSOLE
00108J109ACMRACM RESH INC$36.8M0.07%1,421,688CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$36.8M0.07%1,001,954CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$36.8M0.07%788,397CommonSOLE
053332102AZOAUTOZONE INC$36.3M0.07%9,783CommonSOLE
G8068L108SNSHARKNINJA INC$36.2M0.07%365,560CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$36.1M0.07%646,476CommonSOLE
117043109BCBRUNSWICK CORP$36.1M0.07%654,151CommonSOLE
443510607HUBBHUBBELL INC$36.1M0.07%88,290CommonSOLE
983793100XPOXPO INC$36.0M0.07%285,319CommonSOLE
05278C107ATHMAUTOHOME INC$35.9M0.07%1,393,033CommonSOLE
501044101KRKROGER CO$35.7M0.07%497,093CommonSOLE
30161Q104EXELEXELIXIS INC$35.3M0.07%801,604CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$35.3M0.07%278,152CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$34.8M0.07%521,025CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$34.7M0.07%457,065CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$34.7M0.07%69,431CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$34.7M0.07%465,307CommonSOLE
444859102HUMHUMANA INC$34.5M0.06%140,956CommonSOLE
172967424CCITIGROUP INC$34.3M0.06%403,148CommonSOLE
303250104FICOFAIR ISAAC CORP$34.2M0.06%18,694CommonSOLE
79589L106IOTSAMSARA INC$34.1M0.06%858,266CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$33.8M0.06%115,318CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$33.7M0.06%1,659,890CommonSOLE
78440X887SLGSL GREEN RLTY CORP$33.6M0.06%543,026CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$33.1M0.06%427,370CommonSOLE
946784105WAYWAYSTAR HLDG CORP$32.8M0.06%801,718CommonSOLE
37637K108GTLBGITLAB INC$32.6M0.06%721,714CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$32.5M0.06%565,083CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$32.4M0.06%109,813CommonSOLE
739128106POWLPOWELL INDS INC$32.0M0.06%152,118CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$32.0M0.06%104,370CommonSOLE
925652109VICIVICI PPTYS INC$32.0M0.06%980,562CommonSOLE
090040106BILIBILIBILI INC$31.8M0.06%1,480,287CommonSOLE
G5960L103MDTMEDTRONIC PLC$31.5M0.06%361,932CommonSOLE
817565104SCISERVICE CORP INTL$31.5M0.06%387,330CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$31.2M0.06%2,181,580CommonSOLE
512807306LRCXLAM RESEARCH CORP$30.9M0.06%317,034CommonSOLE
001055102AFLAFLAC INC$30.8M0.06%291,656CommonSOLE
090572207BIOBIO RAD LABS INC$30.7M0.06%127,058CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$30.4M0.06%431,775CommonSOLE
20717M1038QRCONFLUENT INC$30.4M0.06%1,218,100CommonSOLE
55087P104LYFTLYFT INC$30.2M0.06%1,919,086CommonSOLE
95040Q104WELLWELLTOWER INC$30.2M0.06%196,453CommonSOLE
784730103SSRMSSR MINING IN$30.1M0.06%2,358,851CommonSOLE
009066101ABNBAIRBNB INC$29.9M0.06%225,875CommonSOLE
457730109INSPINSPIRE MED SYS INC$29.6M0.06%228,332CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$29.2M0.06%215,390CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$28.5M0.05%121,391CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$28.4M0.05%317,522CommonSOLE
235851102DHRDANAHER CORPORATION$28.4M0.05%143,628CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$28.3M0.05%490,526CommonSOLE
88642R109TDWTIDEWATER INC NEW$28.2M0.05%611,297CommonSOLE
52110M109LAZLAZARD INC$28.1M0.05%584,912CommonSOLE
48251W104KKRKKR & CO INC$28.0M0.05%210,678CommonSOLE
08265T208BSYBENTLEY SYS INC$28.0M0.05%519,005CommonSOLE
896945201TRIPTRIPADVISOR INC$27.9M0.05%2,137,374CommonSOLE
343412102FLRFLUOR CORP NEW$27.6M0.05%537,504CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$27.1M0.05%347,785CommonSOLE
733174700BPOPPOPULAR INC$26.8M0.05%243,418CommonSOLE
16935C109CHYMCHIME FINL INC$26.8M0.05%777,107CommonSOLE
281020107EIXEDISON INTL$26.5M0.05%513,462CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$26.3M0.05%136,904CommonSOLE
464288588MBBISHARES TR$26.2M0.05%278,570CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$26.0M0.05%707,237CommonSOLE
000360206AAONAAON INC$25.9M0.05%351,643CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$25.9M0.05%213,212CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$25.6M0.05%63,046CommonSOLE
G98239109XPXP INC$25.5M0.05%1,260,707CommonSOLE
872590104TMUST-MOBILE US INC$25.2M0.05%105,737CommonSOLE
911363109URIUNITED RENTALS INC$25.1M0.05%33,332CommonSOLE
550021109LULULULULEMON ATHLETICA INC$24.9M0.05%104,980CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$24.8M0.05%2,213,929CommonSOLE
62944T105NVRNVR INC$24.8M0.05%3,362CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$24.7M0.05%1,648,952CommonSOLE
44930G107ICUIICU MED INC$24.5M0.05%185,494CommonSOLE
36251C103GMS1EURGMS INC$24.4M0.05%224,700CommonSOLE
56585A102MPCMARATHON PETE CORP$24.3M0.05%145,993CommonSOLE
532206109LIFLIFE360 INC$24.2M0.05%371,461CommonSOLE
G85158106STNESTONECO LTD$24.1M0.05%1,501,896CommonSOLE
68278B107K4FONESTREAM INC$24.1M0.05%850,000CommonSOLE
013091103ACIALBERTSONS COS INC$24.0M0.05%1,116,615CommonSOLE
02079K107GOOGALPHABET INC$24.0M0.05%135,332CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$23.7M0.04%530,529CommonSOLE
115236101BROBROWN & BROWN INC$23.6M0.04%213,101CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$23.5M0.04%286,748CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$22.9M0.04%921,327CommonSOLE
679295105OKTAOKTA INC$22.7M0.04%227,110CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$22.6M0.04%770,000CommonSOLE
10576N102BRZEBRAZE INC$22.6M0.04%803,325CommonSOLE
98138H101WDAYWORKDAY INC$22.5M0.04%93,870CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$22.4M0.04%1,308,199CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW$22.3M0.04%743,214CommonSOLE
002474104AZZAZZ INC$22.3M0.04%235,700CommonSOLE
047649108ATKRATKORE INC$22.2M0.04%315,250CommonSOLE
39854F101GRNDGRINDR INC$22.2M0.04%978,287CommonSOLE
88339J105TTDTHE TRADE DESK INC$22.2M0.04%308,408CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$22.2M0.04%71,909CommonSOLE
624758108MWAMUELLER WTR PRODS INC$22.1M0.04%920,445CommonSOLE
338307101FIVNFIVE9 INC$22.0M0.04%830,230CommonSOLE
17275R102CSCOCISCO SYS INC$21.8M0.04%314,593CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$21.8M0.04%153,800CommonSOLE
91913Y100VLOVALERO ENERGY CORP$21.8M0.04%161,957CommonSOLE
922417100VECOVEECO INSTRS INC DEL$21.7M0.04%1,068,950CommonSOLE
114340102AZTAAZENTA INC$21.6M0.04%700,591CommonSOLE
82982T106SITMSITIME CORP$21.3M0.04%100,000CommonSOLE
126402106CSWCSW INDUSTRIALS INC$21.3M0.04%74,194CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$21.1M0.04%67,764CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$20.9M0.04%182,110CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$20.9M0.04%78,359CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$20.8M0.04%304,219CommonSOLE
58155Q103MCKMCKESSON CORP$20.7M0.04%28,214CommonSOLE
714046109RVTYREVVITY INC$20.6M0.04%213,182CommonSOLE
73278L105POOLPOOL CORP$20.5M0.04%70,431CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$20.5M0.04%493,150CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$20.4M0.04%976,245CommonSOLE
948596101WBWEIBO CORP$20.3M0.04%2,133,467CommonSOLE
038222105AMATAPPLIED MATLS INC$20.3M0.04%110,747CommonSOLE
92538J106VERXVERTEX INC$20.3M0.04%573,365CommonSOLE
7495271071RGREV GROUP INC$20.2M0.04%425,003CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$20.1M0.04%124,912CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$19.9M0.04%863,683CommonSOLE
291011104EMREMERSON ELEC CO$19.7M0.04%147,622CommonSOLE
461202103INTUINTUIT$19.6M0.04%24,874CommonSOLE
30161N101EXCEXELON CORP$19.4M0.04%447,100CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$19.3M0.04%816,200CommonSOLE
693656100PVHPVH CORPORATION$19.3M0.04%281,149CommonSOLE
46266C105IQVIQVIA HLDGS INC$19.3M0.04%122,260CommonSOLE
12621E103CNOCNO FINL GROUP INC$19.2M0.04%498,911CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$19.1M0.04%368,066CommonSOLE
06652K103BKUBANKUNITED INC$19.1M0.04%537,669CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$19.1M0.04%126,066CommonSOLE
65290E101NXTNEXTRACKER INC$18.9M0.04%347,935CommonSOLE
830879102SKYWSKYWEST INC$18.6M0.04%180,677CommonSOLE
03957W106AROCARCHROCK INC$18.6M0.03%747,713CommonSOLE
05478C105AZEKAZEK CO INC$18.5M0.03%340,000CommonSOLE
45687V106IRINGERSOLL RAND INC$18.4M0.03%220,687CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$18.3M0.03%109,357CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$18.3M0.03%894,797CommonSOLE
98937L105ZBIOZENAS BIOPHARMA INC$18.0M0.03%1,861,838CommonSOLE
498894104KNFKNIFE RIVER CORP$17.9M0.03%219,795CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$17.8M0.03%73,377CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$17.8M0.03%1,018,276CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$17.7M0.03%150,985CommonSOLE
72352L106PINSPINTEREST INC$17.6M0.03%489,786CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$17.5M0.03%344,304CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$17.5M0.03%3,319,813CommonSOLE
68213N109OMCLOMNICELL COM$17.5M0.03%594,944CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$17.4M0.03%222,926CommonSOLE
907818108UNPUNION PAC CORP$17.4M0.03%75,498CommonSOLE
G2519Y108BAPCREDICORP LTD$17.3M0.03%77,194CommonSOLE
30226D106EXTREXTREME NETWORKS$17.2M0.03%956,039CommonSOLE
302941109FCNFTI CONSULTING INC$17.2M0.03%106,231CommonSOLE
000899104ADMAADMA BIOLOGICS INC$17.1M0.03%936,981CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$17.0M0.03%942,642CommonSOLE
285512109EAELECTRONIC ARTS INC$16.9M0.03%106,017CommonSOLE
155923105CTRICENTURI HOLDINGS INC$16.9M0.03%753,000CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$16.9M0.03%85,395CommonSOLE
963320106WHRWHIRLPOOL CORP$16.8M0.03%166,133CommonSOLE
654106103NKENIKE INC$16.7M0.03%235,468CommonSOLE
46284V101IRMIRON MTN INC DEL$16.7M0.03%162,932CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$16.6M0.03%181,793CommonSOLE
464287465EFAISHARES TR$16.5M0.03%184,400CommonSOLE
929160109VMCVULCAN MATLS CO$16.4M0.03%63,029CommonSOLE
247361702DALDELTA AIR LINES INC DEL$16.4M0.03%333,363CommonSOLE
15135B101CNCCENTENE CORP DEL$15.9M0.03%292,005CommonSOLE
98585X104YETIYETI HLDGS INC$15.8M0.03%502,816CommonSOLE
705573103PEGAPEGASYSTEMS INC$15.8M0.03%291,785CommonSOLE
45168D104IDXXIDEXX LABS INC$15.8M0.03%29,444CommonSOLE
369550108GDGENERAL DYNAMICS CORP$15.8M0.03%54,040CommonSOLE
902788108UMBFUMB FINL CORP$15.7M0.03%149,526CommonSOLE
82536T107SSTISOUNDTHINKING INC$15.7M0.03%1,204,000CommonSOLE
30257X104FBKFB FINL CORP$15.6M0.03%344,169CommonSOLE
94106L109WMWASTE MGMT INC DEL$15.5M0.03%67,836CommonSOLE
88579Y101MMM3M CO$15.5M0.03%101,755CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$15.4M0.03%221,164CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$15.4M0.03%957,000CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$15.3M0.03%391,000CommonSOLE
76119X105RSVRRESERVOIR MEDIA INC$15.3M0.03%1,994,611CommonSOLE
09062X103BIIBBIOGEN INC$15.1M0.03%120,277CommonSOLE
095306106BLBDBLUE BIRD CORP$15.0M0.03%348,076CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$15.0M0.03%152,995CommonSOLE
049468101TEAMATLASSIAN CORPORATION$15.0M0.03%73,760CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$15.0M0.03%234,922CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$14.9M0.03%344,438CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$14.9M0.03%154,173CommonSOLE
12653C108CNXCNX RES CORP$14.9M0.03%442,778CommonSOLE
15678C102CBLLCERIBELL INC$14.7M0.03%786,751CommonSOLE
78463M107SPSCSPS COMM INC$14.5M0.03%106,875CommonSOLE
15118V207CELHCELSIUS HLDGS INC$14.5M0.03%313,201CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$14.5M0.03%810,040CommonSOLE
85209W109SPTSPROUT SOCIAL INC$14.4M0.03%687,234CommonSOLE

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.