MondegarAI
Man Group plc

Q3 2025 · 13F-HR

Man Group plcholdings as filed

Filed 2025-11-14 · accession 0001637460-25-000003

$57.51B
Reported value
2,182
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Man Group plc · Q3 2025

AI · grounded in 13F

Man Group plc reduced its position in Humana Inc HUM by 85.64%. The fund also trimmed holdings in Oneok Inc New OKE by 80.84% and Clorox Co Del CLX by 79.68%. On the buy side, the manager increased its stake in Alphabet Inc GOOG by 26.99% and Tesla Inc TSLA by 15.44%.

Holdings as filed

First 500 of 2182

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.12B3.68%11,353,197CommonSOLE
594918104MSFTMICROSOFT CORP$1.66B2.89%3,208,561CommonSOLE
037833100AAPLAPPLE INC$1.57B2.73%6,156,047CommonSOLE
023135106AMZNAMAZON COM INC$948.6M1.65%4,320,409CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$807.2M1.40%1,211,639CommonSOLE
30303M102METAMETA PLATFORMS INC$786.6M1.37%1,071,150CommonSOLE
02079K305GOOGLALPHABET INC$771.3M1.34%3,172,726CommonSOLE
11135F101AVGOBROADCOM INC$673.3M1.17%2,041,005CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$501.3M0.87%881,296CommonSOLE
02079K107GOOGALPHABET INC$432.5M0.75%1,775,897CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$416.2M0.72%9,228,160CommonSOLE
00724F101ADBEADOBE INC$415.4M0.72%1,177,624CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$375.3M0.65%3,843,937CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$371.0M0.65%400,831CommonSOLE
88160R101TSLATESLA INC$368.1M0.64%827,749CommonSOLE
67066G104NVDANVIDIA CORPORATION$342.6M0.60%1,836,300CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$324.3M0.56%1,161,252CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$320.7M0.56%59,405CommonSOLE
92826C839VVISA INC$317.3M0.55%929,531CommonSOLE
369604301GEGE AEROSPACE$316.7M0.55%1,052,887CommonSOLE
037833100AAPLAPPLE INC$306.2M0.53%1,202,700CALLSOLE
052769106ADSKAUTODESK INC$303.8M0.53%956,181CommonSOLE
594918104MSFTMICROSOFT CORP$301.6M0.52%582,200CALLSOLE
00287Y109ABBVABBVIE INC$298.7M0.52%1,289,940CommonSOLE
037833100AAPLAPPLE INC$297.2M0.52%1,167,300PUTSOLE
67066G104NVDANVIDIA CORPORATION$295.0M0.51%1,581,200PUTSOLE
496902404KGCKINROSS GOLD CORP$289.4M0.50%11,644,296CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$279.7M0.49%662,850CommonSOLE
254687106DISDISNEY WALT CO$278.8M0.48%2,435,290CommonSOLE
747525103QCOMQUALCOMM INC$265.8M0.46%1,597,932CommonSOLE
594918104MSFTMICROSOFT CORP$264.5M0.46%510,600PUTSOLE
20030N101CMCSACOMCAST CORP NEW$263.5M0.46%8,385,677CommonSOLE
532457108LLYELI LILLY & CO$253.9M0.44%332,741CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$252.0M0.44%1,605,349CommonSOLE
64110L106NFLXNETFLIX INC$248.4M0.43%207,182CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$236.1M0.41%1,320,997CommonSOLE
58155Q103MCKMCKESSON CORP$236.0M0.41%305,492CommonSOLE
040413205ANETARISTA NETWORKS INC$233.8M0.41%1,604,795CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$232.0M0.40%735,479CommonSOLE
46429B598INDAISHARES TR$230.4M0.40%4,424,910CommonNONE
172967424CCITIGROUP INC$230.0M0.40%2,265,866CommonSOLE
81762P102NOWSERVICENOW INC$226.3M0.39%245,850CommonSOLE
651639106NEMNEWMONT CORP$225.7M0.39%2,676,926CommonSOLE
37045V100GMGENERAL MTRS CO$219.9M0.38%3,607,123CommonSOLE
58933Y105MRKMERCK & CO INC$215.8M0.38%2,570,911CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$215.0M0.37%2,194,433CommonSOLE
79466L302CRMSALESFORCE INC$209.9M0.36%885,444CommonSOLE
512807306LRCXLAM RESEARCH CORP$207.4M0.36%1,548,658CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$204.1M0.35%2,872,167CommonSOLE
45104G104IBNICICI BANK LIMITED$203.7M0.35%6,738,766CommonSOLE
857477103STTSTATE STR CORP$201.6M0.35%1,737,923CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$198.0M0.34%297,200CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$196.9M0.34%1,216,897CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$196.0M0.34%794,807CommonSOLE
375558103GILDGILEAD SCIENCES INC$195.0M0.34%1,756,591CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$194.8M0.34%292,400PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$194.2M0.34%1,064,822CommonSOLE
443573100HUBSHUBSPOT INC$193.0M0.34%412,633CommonSOLE
872590104TMUST-MOBILE US INC$188.9M0.33%788,994CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$187.2M0.33%1,069,955CommonSOLE
925652109VICIVICI PPTYS INC$185.4M0.32%5,685,670CommonSOLE
N00985106AERAERCAP HOLDINGS NV$182.3M0.32%1,506,871CommonSOLE
461202103INTUINTUIT$181.4M0.32%265,663CommonSOLE
G3265R107APTVAPTIV PLC$176.3M0.31%2,045,025CommonSOLE
060505104BACBANK AMERICA CORP$169.3M0.29%3,282,464CommonSOLE
17275R102CSCOCISCO SYS INC$168.8M0.29%2,466,427CommonSOLE
125523100CITHE CIGNA GROUP$168.0M0.29%582,895CommonSOLE
G29183103ETNEATON CORP PLC$165.8M0.29%443,049CommonSOLE
464288513HYGISHARES TR$164.4M0.29%2,025,109CommonSOLE
931142103WMTWALMART INC$164.0M0.29%1,591,166CommonSOLE
45337C102INCYINCYTE CORP$164.0M0.29%1,933,547CommonSOLE
023135106AMZNAMAZON COM INC$162.5M0.28%740,100CALLSOLE
29084Q100EMEEMCOR GROUP INC$160.9M0.28%247,702CommonSOLE
64110W102NTESNETEASE INC$160.4M0.28%1,055,122CommonNONE
72352L106PINSPINTEREST INC$160.3M0.28%4,983,427CommonSOLE
595112103MUMICRON TECHNOLOGY INC$158.2M0.28%945,384CommonSOLE
438516106HONHONEYWELL INTL INC$156.7M0.27%744,441CommonSOLE
22822V101CCICROWN CASTLE INC$154.5M0.27%1,601,500CommonNONE
760759100RSGREPUBLIC SVCS INC$153.2M0.27%667,603CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$153.0M0.27%1,967,433CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$152.8M0.27%271,707CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$152.6M0.27%2,267,196CommonSOLE
87612E106TGTTARGET CORP$152.0M0.26%1,694,180CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$151.7M0.26%1,394,724CommonSOLE
032095101APHAMPHENOL CORP NEW$151.5M0.26%1,223,896CommonSOLE
69331C108PCGPG&E CORP$150.1M0.26%9,951,634CommonSOLE
278865100ECLECOLAB INC$149.8M0.26%546,865CommonNONE
025816109AXPAMERICAN EXPRESS CO$148.5M0.26%447,158CommonSOLE
631103108NDAQNASDAQ INC$147.6M0.26%1,669,063CommonSOLE
031100100AMEAMETEK INC$147.6M0.26%785,020CommonSOLE
02079K305GOOGLALPHABET INC$143.8M0.25%591,600CALLSOLE
032654105ADIANALOG DEVICES INC$142.9M0.25%581,511CommonSOLE
45784P101PODDINSULET CORP$142.5M0.25%461,601CommonSOLE
13321L108CCJCAMECO CORP$142.5M0.25%1,698,728CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$142.1M0.25%362,774CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$139.2M0.24%1,457,689CommonSOLE
872540109TJXTJX COS INC NEW$139.0M0.24%961,647CommonSOLE
03076C106AMPAMERIPRISE FINL INC$136.0M0.24%276,822CommonSOLE
713448108PEPPEPSICO INC$134.1M0.23%955,076CommonSOLE
023135106AMZNAMAZON COM INC$133.7M0.23%609,000PUTSOLE
369550108GDGENERAL DYNAMICS CORP$128.8M0.22%377,823CommonSOLE
09062X103BIIBBIOGEN INC$128.6M0.22%918,025CommonSOLE
11135F101AVGOBROADCOM INC$126.7M0.22%384,000CALLSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$125.7M0.22%942,529CommonSOLE
281020107EIXEDISON INTL$125.2M0.22%2,264,808CommonSOLE
30303M102METAMETA PLATFORMS INC$121.9M0.21%166,000CALLSOLE
02079K305GOOGLALPHABET INC$120.2M0.21%494,600PUTSOLE
922475108VEEVVEEVA SYS INC$119.4M0.21%400,838CommonSOLE
78468R622JNKSPDR SERIES TRUST$117.1M0.20%1,195,264CommonSOLE
285512109EAELECTRONIC ARTS INC$116.2M0.20%576,241CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$116.0M0.20%603,043CommonNONE
11135F101AVGOBROADCOM INC$114.1M0.20%346,000PUTSOLE
456788108INFYINFOSYS LTD$114.1M0.20%7,014,907CommonNONE
98978V103ZTSZOETIS INC$113.8M0.20%777,496CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$112.1M0.20%1,427,910CommonSOLE
30161N101EXCEXELON CORP$112.0M0.19%2,488,834CommonSOLE
464287176TIPISHARES TR$110.4M0.19%992,340CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$109.3M0.19%977,575CommonSOLE
30040W108ESEVERSOURCE ENERGY$108.3M0.19%1,521,884CommonSOLE
464287242LQDISHARES TR$107.7M0.19%965,896CommonSOLE
92343E102VRSNVERISIGN INC$107.1M0.19%383,146CommonSOLE
30303M102METAMETA PLATFORMS INC$107.0M0.19%145,700PUTSOLE
773903109ROKROCKWELL AUTOMATION INC$105.1M0.18%300,689CommonSOLE
771049103RBLXROBLOX CORP$105.0M0.18%757,699CommonSOLE
478160104JNJJOHNSON & JOHNSON$104.6M0.18%564,120CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$104.4M0.18%458,550CommonSOLE
06849F108BBARRICK MNG CORP$104.1M0.18%3,177,109CommonSOLE
717081103PFEPFIZER INC$104.0M0.18%4,082,114CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$102.8M0.18%2,931,682CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$102.6M0.18%291,986CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$100.7M0.18%667,376CommonSOLE
380237107GDDYGODADDY INC$100.6M0.17%735,396CommonSOLE
88160R101TSLATESLA INC$100.3M0.17%225,600CALLSOLE
464287234EEMISHARES TR$99.8M0.17%1,869,237CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$98.9M0.17%1,198,861CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$97.3M0.17%884,499CommonSOLE
929740108WABWABTEC$94.8M0.16%472,935CommonSOLE
437076102HDHOME DEPOT INC$94.6M0.16%233,478CommonSOLE
G6683N103NUNU HLDGS LTD$94.6M0.16%5,905,794CommonSOLE
38059T106GFIGOLD FIELDS LTD$93.6M0.16%2,229,678CommonSOLE
337738108FISVFISERV INC$93.1M0.16%721,836CommonSOLE
65339F101NEENEXTERA ENERGY INC$93.0M0.16%1,231,345CommonSOLE
G25508105CRHCRH PLC$91.6M0.16%764,383CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$90.6M0.16%1,350,546CommonSOLE
907818108UNPUNION PAC CORP$90.1M0.16%381,294CommonSOLE
166764100CVXCHEVRON CORP NEW$89.7M0.16%577,557CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$89.3M0.16%304,245CommonNONE
M98068105WIXWIX COM LTD$88.3M0.15%497,157CommonSOLE
482480100KLACKLA CORP$88.0M0.15%81,594CommonSOLE
22052L104CTVACORTEVA INC$87.5M0.15%1,294,125CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$87.4M0.15%862,318CommonSOLE
464288281EMBISHARES TR$87.1M0.15%914,679CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$85.3M0.15%802,986CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$84.5M0.15%2,155,611CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$84.2M0.15%174,296CommonSOLE
78409V104SPGIS&P GLOBAL INC$83.8M0.15%172,183CommonNONE
85472N109STNSTANTEC INC$83.7M0.15%776,215CommonSOLE
81141R100SESEA LTD$83.3M0.14%465,861CommonSOLE
778296103ROSTROSS STORES INC$82.3M0.14%539,869CommonSOLE
031162100AMGNAMGEN INC$81.1M0.14%287,414CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$80.9M0.14%1,493,379CommonSOLE
88160R101TSLATESLA INC$80.6M0.14%181,300PUTSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$80.5M0.14%860,313CommonSOLE
580135101MCDMCDONALDS CORP$79.3M0.14%260,881CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$79.3M0.14%942,730CommonSOLE
M7S64H106MNDYMONDAY COM LTD$78.7M0.14%406,226CommonSOLE
617446448MSMORGAN STANLEY$77.2M0.13%485,537CommonSOLE
629377508NRGNRG ENERGY INC$76.9M0.13%474,682CommonSOLE
053332102AZOAUTOZONE INC$76.5M0.13%17,827CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$76.5M0.13%1,203,274CommonSOLE
G87052109TELTE CONNECTIVITY PLC$76.4M0.13%347,966CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$75.6M0.13%833,356CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$75.3M0.13%149,737CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$75.2M0.13%999,426CommonNONE
26603R106DUOLDUOLINGO INC$74.4M0.13%231,068CommonSOLE
882508104TXNTEXAS INSTRS INC$74.2M0.13%403,876CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$74.0M0.13%949,396CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$73.9M0.13%1,150,265CommonSOLE
25809K105DASHDOORDASH INC$73.6M0.13%270,771CommonSOLE
172908105CTASCINTAS CORP$73.6M0.13%358,776CommonSOLE
149123101CATCATERPILLAR INC$73.3M0.13%153,582CommonSOLE
98419M100XYLXYLEM INC$72.0M0.13%488,297CommonSOLE
487836108KKELLANOVA$71.5M0.12%871,393CommonSOLE
07725L102ONCBEONE MEDICINES LTD$71.2M0.12%209,016CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$70.9M0.12%420,664CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$70.7M0.12%649,123CommonSOLE
12504L109CBRECBRE GROUP INC$70.6M0.12%448,383CommonSOLE
68389X105ORCLORACLE CORP$70.4M0.12%250,400CALLSOLE
743315103PGRPROGRESSIVE CORP$70.3M0.12%284,858CommonSOLE
278642103EBAYEBAY INC.$69.9M0.12%768,466CommonSOLE
29444U700EQIXEQUINIX INC$69.1M0.12%88,232CommonNONE
36118L106FUTUFUTU HLDGS LTD$68.5M0.12%393,609CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$68.4M0.12%85,864CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$68.3M0.12%335,584CommonSOLE
679295105OKTAOKTA INC$68.0M0.12%741,924CommonSOLE
36828A101GEVGE VERNOVA INC$67.8M0.12%110,267CommonSOLE
68389X105ORCLORACLE CORP$65.9M0.11%234,400PUTSOLE
88557W101QFINQFIN HOLDINGS INC$65.7M0.11%2,282,852CommonNONE
56501R106MFCMANULIFE FINL CORP$65.6M0.11%2,104,208CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$65.5M0.11%510,688CommonNONE
741623102PRMBPRIMO BRANDS CORPORATION$65.2M0.11%2,948,565CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$64.5M0.11%705,324CommonSOLE
34959E109FTNTFORTINET INC$64.3M0.11%764,645CommonSOLE
G25508105CRHCRH PLC$64.1M0.11%536,000CALLSOLE
194162103CLCOLGATE PALMOLIVE CO$63.6M0.11%795,521CommonSOLE
058498106BALLBALL CORP$62.9M0.11%1,248,500CommonSOLE
77543R102ROKUROKU INC$62.8M0.11%627,167CommonSOLE
G7S00T104PNRPENTAIR PLC$62.7M0.11%566,301CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$62.7M0.11%198,800CALLSOLE
109641100EATBRINKER INTL INC$62.6M0.11%494,098CommonSOLE
143658300CCL1EURCARNIVAL CORP$62.5M0.11%2,162,201CommonSOLE
40434L105HPQHP INC$62.4M0.11%2,293,041CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$61.5M0.11%2,411,713CommonSOLE
670346105NUENUCOR CORP$61.2M0.11%451,990CommonSOLE
H2906T109GRMNGARMIN LTD$60.2M0.10%244,679CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$60.1M0.10%200,105CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$60.0M0.10%355,762CommonSOLE
92840M102VSTVISTRA CORP$59.5M0.10%303,626CommonSOLE
912008109USFDUS FOODS HLDG CORP$59.5M0.10%776,089CommonSOLE
863667101SYKSTRYKER CORPORATION$59.2M0.10%160,013CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$58.8M0.10%62,292,000CommonSOLE
16679L109CHWYCHEWY INC$58.7M0.10%1,451,310CommonSOLE
G0176J109ALLEALLEGION PLC$58.5M0.10%329,676CommonSOLE
443628102HBMHUDBAY MINERALS INC$57.2M0.10%3,773,657CommonSOLE
742718109PGPROCTER AND GAMBLE CO$57.2M0.10%372,255CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$56.6M0.10%126,661CommonSOLE
67059N108NTNXNUTANIX INC$56.0M0.10%752,315CommonSOLE
858119100STLDSTEEL DYNAMICS INC$55.3M0.10%396,768CommonSOLE
256677105DGDOLLAR GEN CORP NEW$55.0M0.10%532,457CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$54.8M0.10%330,623CommonSOLE
038222105AMATAPPLIED MATLS INC$54.2M0.09%264,872CommonSOLE
03073E105CORCENCORA INC$54.0M0.09%172,929CommonSOLE
92338C103VLTOVERALTO CORP$54.0M0.09%506,427CommonSOLE
68389X105ORCLORACLE CORP$53.8M0.09%191,211CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$53.8M0.09%1,503,728CommonSOLE
50212V100LPLALPL FINL HLDGS INC$53.6M0.09%161,152CommonSOLE
128030202CALMCAL MAINE FOODS INC$53.5M0.09%568,854CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$53.1M0.09%216,234CommonSOLE
87422Q109TLNTALEN ENERGY CORP$53.0M0.09%124,522CommonSOLE
25754A201DPZDOMINOS PIZZA INC$52.9M0.09%122,563CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$52.8M0.09%637,358CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$52.6M0.09%202,763CommonSOLE
N14506104ESTCELASTIC N V$52.5M0.09%621,104CommonSOLE
988498101YUMYUM BRANDS INC$52.5M0.09%345,144CommonSOLE
146869102CVNACARVANA CO$52.4M0.09%138,949CommonSOLE
697900108PAASPAN AMERN SILVER CORP$52.4M0.09%1,351,895CommonSOLE
G54950103LINLINDE PLC$52.3M0.09%110,123CommonSOLE
59156R108METMETLIFE INC$52.3M0.09%634,854CommonSOLE
781154109RBRKRUBRIK INC.$52.2M0.09%634,917CommonSOLE
464286400EWZISHARES INC$52.1M0.09%1,680,656CommonSOLE
086516101BBYBEST BUY INC$51.8M0.09%685,344CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$51.8M0.09%164,300PUTSOLE
237194105DRIDARDEN RESTAURANTS INC$51.7M0.09%271,651CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$51.7M0.09%479,612CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$51.7M0.09%831,702CommonSOLE
235851102DHRDANAHER CORPORATION$51.6M0.09%260,135CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$51.2M0.09%51,950,000CommonSOLE
47215P106JDJD.COM INC$51.2M0.09%1,463,542CommonNONE
553368101MPMP MATERIALS CORP$51.2M0.09%763,019CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$50.9M0.09%226,431CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$50.4M0.09%786,062CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$50.4M0.09%2,917,556CommonSOLE
443201108HWMHOWMET AEROSPACE INC$49.5M0.09%252,114CommonSOLE
35137L105FOXAFOX CORP$49.4M0.09%784,097CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$49.4M0.09%1,323,116CommonSOLE
29364G103ETRENTERGY CORP NEW$48.3M0.08%518,669CommonSOLE
315616102FFIVF5 INC$48.3M0.08%149,458CommonSOLE
90138F102TWLOTWILIO INC$48.1M0.08%480,706CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$47.7M0.08%1,808,422CommonSOLE
26884L109EQTEQT CORP$47.0M0.08%864,363CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$47.0M0.08%1,250,953CommonSOLE
126650100CVSCVS HEALTH CORP$47.0M0.08%623,534CommonSOLE
40131M109GHGUARDANT HEALTH INC$47.0M0.08%751,533CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$46.9M0.08%47,932,000CommonSOLE
704326107PAYXPAYCHEX INC$46.8M0.08%369,394CommonSOLE
191216100KOCOCA COLA CO$46.5M0.08%701,639CommonSOLE
093712107BEBLOOM ENERGY CORP$46.4M0.08%549,134CommonSOLE
20825C104COPCONOCOPHILLIPS$45.7M0.08%483,331CommonSOLE
45674M101INFA1EURINFORMATICA INC$45.7M0.08%1,840,427CommonSOLE
67077M108NTRNUTRIEN LTD$45.6M0.08%775,919CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$45.4M0.08%88,378CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$45.1M0.08%362,804CommonSOLE
91912E105VALEVALE S A$44.9M0.08%4,135,976CommonSOLE
949746101WMT2WELLS FARGO CO NEW$44.9M0.08%535,658CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$44.8M0.08%637,345CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$44.5M0.08%43,910,000CommonSOLE
020002101ALLALLSTATE CORP$44.4M0.08%207,066CommonSOLE
650111107NYTNEW YORK TIMES CO$44.4M0.08%774,145CommonSOLE
74767V109QSQUANTUMSCAPE CORP$44.4M0.08%3,605,632CommonSOLE
925050106VRNAVERONA PHARMA PLC$44.4M0.08%415,732CommonSOLE
127097103CTRACOTERRA ENERGY INC$44.3M0.08%1,874,854CommonSOLE
969904101WSMWILLIAMS SONOMA INC$43.4M0.08%221,948CommonSOLE
615369105MCOMOODYS CORP$43.4M0.08%91,006CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$43.0M0.07%2,053,587CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$42.9M0.07%68,135CommonSOLE
819047101SHAKSHAKE SHACK INC$42.7M0.07%455,854CommonSOLE
049468101TEAMATLASSIAN CORPORATION$42.5M0.07%266,026CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$41.9M0.07%1,085,577CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$41.5M0.07%973,724CommonSOLE
231561101CWCURTISS WRIGHT CORP$41.2M0.07%75,859CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$41.0M0.07%686,916CommonSOLE
345370860FFORD MTR CO$40.9M0.07%3,415,748CommonSOLE
02209S103MOALTRIA GROUP INC$40.5M0.07%613,353CommonSOLE
G65163100JOBYJOBY AVIATION INC$40.3M0.07%2,495,840CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$39.9M0.07%162,684CommonSOLE
29082A107EMBJEMBRAER S.A.$39.5M0.07%653,769CommonSOLE
60937P106MDBMONGODB INC$39.3M0.07%126,563CommonSOLE
252131107DXCMDEXCOM INC$39.3M0.07%583,690CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$39.1M0.07%419,753CommonSOLE
23804L103DDOGDATADOG INC$39.1M0.07%274,282CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$39.0M0.07%120,440CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$38.9M0.07%683,348CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$38.5M0.07%1,140,165CommonSOLE
126408103CSXCSX CORP$38.4M0.07%1,081,525CommonSOLE
013872106AAALCOA CORP$38.3M0.07%1,164,902CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$38.3M0.07%40,600,000CommonSOLE
26210C104DBXDROPBOX INC$38.2M0.07%1,265,469CommonSOLE
466313103JBLJABIL INC$38.2M0.07%175,736CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$38.1M0.07%887,868CommonSOLE
Y2573F102FLEXFLEX LTD$38.0M0.07%656,362CommonSOLE
256746108DLTRDOLLAR TREE INC$38.0M0.07%402,919CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$37.9M0.07%861,537CommonSOLE
98980G102ZSZSCALER INC$37.7M0.07%125,944CommonSOLE
532457108LLYELI LILLY & CO$37.6M0.07%49,300PUTSOLE
87612G101TRGPTARGA RES CORP$37.4M0.07%223,356CommonSOLE
55354G100MSCIMSCI INC$37.4M0.07%65,881CommonSOLE
718172109PMPHILIP MORRIS INTL INC$36.8M0.06%227,109CommonSOLE
526107107LIILENNOX INTL INC$36.8M0.06%69,439CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$36.4M0.06%1,008,462CommonSOLE
G0260P102ASAMER SPORTS INC$35.8M0.06%1,030,186CommonSOLE
501044101KRKROGER CO$35.6M0.06%528,519CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$35.5M0.06%206,422CommonSOLE
532457108LLYELI LILLY & CO$35.5M0.06%46,500CALLSOLE
876030107TPRTAPESTRY INC$35.4M0.06%312,918CommonSOLE
23918K108DVADAVITA INC$35.2M0.06%264,854CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$35.1M0.06%2,012,077CommonSOLE
98138H101WDAYWORKDAY INC$35.1M0.06%145,683CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$35.0M0.06%287,908CommonSOLE
931142103WMTWALMART INC$34.8M0.06%338,100CALLSOLE
74624M102PPURE STORAGE INC$34.6M0.06%412,286CommonSOLE
15101Q207CLSCELESTICA INC$34.4M0.06%139,695CommonSOLE
N5749R1002GHMERUS N V$34.1M0.06%361,703CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$33.9M0.06%1,735,947CommonSOLE
64110L106NFLXNETFLIX INC$33.8M0.06%28,200CALLSOLE
00827B106AFRMAFFIRM HLDGS INC$33.4M0.06%457,458CommonSOLE
761152107RMDRESMED INC$33.4M0.06%122,115CommonSOLE
33829M101FIVEFIVE BELOW INC$33.4M0.06%215,657CommonSOLE
16115Q308GTLSCHART INDS INC$33.3M0.06%166,567CommonSOLE
55087P104LYFTLYFT INC$33.3M0.06%1,514,084CommonSOLE
12653C108CNXCNX RES CORP$33.2M0.06%1,033,166CommonSOLE
94106L109WMWASTE MGMT INC DEL$32.8M0.06%148,704CommonSOLE
00206R102TAT&T INC$32.8M0.06%1,160,343CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$32.8M0.06%269,990CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$32.7M0.06%71,673CommonSOLE
147528103CASYCASEYS GEN STORES INC$32.7M0.06%57,794CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$32.7M0.06%196,596CommonSOLE
92939U106WECWEC ENERGY GROUP INC$32.5M0.06%283,748CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$32.1M0.06%33,366,000CommonSOLE
090040106BILIBILIBILI INC$31.9M0.06%1,136,192CommonSOLE
74762E102QUREQUANTA SVCS INC$31.8M0.06%76,751CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$31.8M0.06%2,164,457CommonSOLE
931142103WMTWALMART INC$31.8M0.06%308,200PUTSOLE
244199105DEDEERE & CO$31.7M0.06%69,274CommonSOLE
48553T106BZKANZHUN LIMITED$31.7M0.06%1,355,588CommonSOLE
370334104GISGENERAL MLS INC$31.6M0.06%627,535CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$31.6M0.05%928,204CommonSOLE
751212101RLRALPH LAUREN CORP$31.6M0.05%100,800CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31.6M0.05%91,500PUTSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31.5M0.05%91,200CALLSOLE
46090E103QQQINVESCO QQQ TR$31.5M0.05%52,388CommonSOLE
256163106DOCUDOCUSIGN INC$31.4M0.05%435,932CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.4M0.05%169,400PUTSOLE
896288107TNETTRINET GROUP INC$31.4M0.05%468,897CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$31.3M0.05%1,723,808CommonSOLE
773121108RKLBROCKET LAB CORP$31.3M0.05%652,881CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$31.2M0.05%110,408CommonSOLE
536797103LADLITHIA MTRS INC$31.1M0.05%98,373CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.1M0.05%167,600CALLSOLE
571903202MARMARRIOTT INTL INC NEW$30.9M0.05%118,547CommonSOLE
60770K107MRNAMODERNA INC$30.8M0.05%1,191,843CommonSOLE
883203101TXTTEXTRON INC$30.7M0.05%363,605CommonSOLE
268150109DTDYNATRACE INC$30.6M0.05%631,292CommonSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$30.4M0.05%20,000,000CommonSOLE
36828A101GEVGE VERNOVA INC$30.4M0.05%49,400CALLSOLE
922280102VRNSVARONIS SYS INC$30.1M0.05%523,956CommonSOLE
693506107PPGPPG INDS INC$29.9M0.05%284,506CommonNONE
70975L107PENPENUMBRA INC$29.7M0.05%117,371CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$29.7M0.05%59,606CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$29.6M0.05%837,721CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$29.6M0.05%152,989CommonNONE
465741AQ9ITRI 1.375 07/15/30ITRON INC$29.6M0.05%25,746,000CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$29.2M0.05%23,784CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$29.1M0.05%29,589,000CommonSOLE
42226A107HQYHEALTHEQUITY INC$29.1M0.05%307,281CommonSOLE
92826C839VVISA INC$29.1M0.05%85,300CALLSOLE
595112103MUMICRON TECHNOLOGY INC$29.1M0.05%173,900CALLSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$28.9M0.05%198,528CommonSOLE
464287226AGGISHARES TR$28.6M0.05%285,398CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$28.6M0.05%35,900CALLSOLE
189054109CLXCLOROX CO DEL$28.4M0.05%230,445CommonSOLE
888787108TOSTTOAST INC$28.4M0.05%776,577CommonSOLE
Q4982L109IRENIREN LIMITED$28.3M0.05%602,881CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$28.3M0.05%473,656CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$28.2M0.05%109,098CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$28.1M0.05%365,007CommonSOLE
624756102MLIMUELLER INDS INC$28.0M0.05%277,412CommonSOLE
64110D104NTAPNETAPP INC$27.9M0.05%235,150CommonSOLE
387328107GVAGRANITE CONSTR INC$27.4M0.05%250,198CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$27.3M0.05%91,724CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$27.2M0.05%1,386,108CommonNONE
80874P109LNWOLIGHT & WONDER INC$27.0M0.05%322,223CommonSOLE
G01767105ALKSALKERMES PLC$26.9M0.05%897,274CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$26.9M0.05%102,485CommonSOLE
64110L106NFLXNETFLIX INC$26.7M0.05%22,300PUTSOLE
784117103SEICSEI INVTS CO$26.7M0.05%314,194CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$26.4M0.05%63,049CommonSOLE
35137L204FOXFOX CORP$26.4M0.05%460,828CommonSOLE
880770102TERTERADYNE INC$26.3M0.05%190,732CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$26.1M0.05%109,517CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$26.1M0.05%825,528CommonSOLE
50050N103KTBKONTOOR BRANDS INC$26.0M0.05%326,466CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$26.0M0.05%126,867CommonSOLE
384802104GWWGRAINGER W W INC$26.0M0.05%27,246CommonSOLE
231021106CMICUMMINS INC$25.9M0.05%61,372CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$25.9M0.05%27,940,000CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$25.8M0.04%1,107,116CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$25.8M0.04%121,500PUTSOLE
10316T104BOXBOX INC$25.6M0.04%792,231CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$25.5M0.04%32,000PUTSOLE
770700102HOODROBINHOOD MKTS INC$25.3M0.04%176,973CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$25.3M0.04%644,005CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$25.2M0.04%16,100,000CommonSOLE
78435P105SEZLSEZZLE INC$25.0M0.04%314,410CommonSOLE
690742101OCOWENS CORNING NEW$24.9M0.04%175,784CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$24.8M0.04%220,792CommonSOLE
891092108TTCTORO CO$24.7M0.04%324,312CommonSOLE
681919106OMCOMNICOM GROUP INC$24.6M0.04%302,275CommonSOLE
387437205GRTUFGRANITE REAL ESTATE INVT TR$24.6M0.04%443,113CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$24.6M0.04%115,717CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$24.6M0.04%995,830CommonSOLE
49177J102KVUEKENVUE INC$24.5M0.04%1,512,274CommonSOLE
152006102CGAUCENTERRA GOLD INC$24.5M0.04%2,290,026CommonSOLE
405024100HAEHAEMONETICS CORP MASS$24.5M0.04%503,120CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FIN LLC$24.5M0.04%24,721,000CommonSOLE
009066101ABNBAIRBNB INC$24.4M0.04%201,367CommonSOLE
127055101CBTCABOT CORP$24.3M0.04%320,053CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$24.3M0.04%456,846CommonSOLE
16359R103CHECHEMED CORP NEW$24.3M0.04%54,218CommonSOLE
G2519Y108BAPCREDICORP LTD$24.2M0.04%90,847CommonSOLE
88023B103TEMTEMPUS AI INC$24.1M0.04%299,177CommonSOLE
48268K101KTKT CORP$24.0M0.04%1,231,411CommonSOLE
91680M107UPSTUPSTART HLDGS INC$24.0M0.04%472,244CommonSOLE
254067101DDSDILLARDS INC$23.8M0.04%38,806CommonSOLE
222070203COTYCOTY INC$23.8M0.04%5,886,910CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$23.7M0.04%41,700CALLSOLE
314211103FHIFEDERATED HERMES INC$23.7M0.04%456,463CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$23.7M0.04%129,700CALLSOLE
701094104PHPARKER-HANNIFIN CORP$23.6M0.04%31,085CommonSOLE
878742204TECKTECK RESOURCES LTD$23.4M0.04%532,685CommonSOLE
528877103LXLEXINFINTECH HLDGS LTD$23.4M0.04%4,384,533CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$23.3M0.04%53,277CommonSOLE
05464C101AXONAXON ENTERPRISE INC$23.3M0.04%32,457CommonSOLE
651639106NEMNEWMONT CORP$23.3M0.04%275,900CALLSOLE
686688102ORAORMAT TECHNOLOGIES INC$23.2M0.04%240,915CommonSOLE
042068205ARMARM HOLDINGS PLC$23.1M0.04%163,397CommonSOLE
595112103MUMICRON TECHNOLOGY INC$23.1M0.04%138,100PUTSOLE
559222401MGAMAGNA INTL INC$23.1M0.04%487,200CommonSOLE
92826C839VVISA INC$23.1M0.04%67,600PUTSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$22.9M0.04%110,830CommonSOLE
985817105YELPYELP INC$22.9M0.04%733,111CommonSOLE
665859104NTRSNORTHERN TR CORP$22.8M0.04%169,135CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$22.6M0.04%25,483,000CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$22.6M0.04%514,126CommonSOLE
550021109LULULULULEMON ATHLETICA INC$22.4M0.04%126,097CommonSOLE
00130H105AESAES CORP$22.4M0.04%1,704,311CommonSOLE
04626A103ALABASTERA LABS INC$22.2M0.04%113,158CommonSOLE
22266T109CPNGCOUPANG INC$22.0M0.04%682,856CommonSOLE
15135B101CNCCENTENE CORP DEL$21.9M0.04%613,927CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$21.8M0.04%333,820CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$21.8M0.04%781,541CommonSOLE
682680103OKEONEOK INC NEW$21.8M0.04%298,775CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$21.7M0.04%119,200PUTSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$21.7M0.04%149,104CommonSOLE
444859102HUMHUMANA INC$21.7M0.04%83,425CommonSOLE
254687106DISDISNEY WALT CO$21.6M0.04%188,800CALLSOLE
73278L105POOLPOOL CORP$21.6M0.04%69,595CommonSOLE
192108504CDECOEUR MNG INC$21.5M0.04%1,145,951CommonSOLE
142339100CSLCARLISLE COS INC$21.4M0.04%65,135CommonSOLE
833445109SNOWSNOWFLAKE INC$21.3M0.04%94,555CommonSOLE
060505104BACBANK AMERICA CORP$21.3M0.04%412,000CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$21.2M0.04%131,000CALLSOLE
74164M108PRIPRIMERICA INC$21.2M0.04%76,238CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$21.0M0.04%251,930CommonSOLE
228368106CCKCROWN HLDGS INC$20.9M0.04%216,151CommonSOLE
36828A101GEVGE VERNOVA INC$20.8M0.04%33,900PUTSOLE
651639106NEMNEWMONT CORP$20.8M0.04%246,800PUTSOLE
98422D105XPEVXPENG INC$20.8M0.04%888,302CommonNONE
011532108AGIALAMOS GOLD INC NEW$20.8M0.04%595,811CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$20.8M0.04%79,621CommonSOLE
G5S37H101MRXMAREX GROUP PLC$20.7M0.04%615,438CommonSOLE

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.