MondegarAI
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Q2 2025 · 13F-HR

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCholdings as filed

Filed 2025-07-29 · accession 0001644956-25-000032

$37.68B
Reported value
417
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC · Q2 2025

AI · grounded in 13F

William Blair Investment Management, LLC established a new position in MSFT valued at $1.98B. The fund also initiated new stakes in NVDA for $1.94B and TSM for $1.5B. Additional new positions include AMZN at $1.18B, AAPL at $1.08B, and META at $1.05B.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.98B5.26%3,981,721CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.94B5.15%12,272,393CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.50B3.98%6,622,255CommonSOLE
023135106AMZNAMAZON COM INC$1.18B3.14%5,400,353CommonSOLE
037833100AAPLAPPLE INC$1.08B2.86%5,253,841CommonSOLE
30303M102METAMETA PLATFORMS INC$1.05B2.80%1,429,121CommonSOLE
11135F101AVGOBROADCOM INC$815.7M2.16%2,959,172CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$685.7M1.82%1,220,265CommonSOLE
58733R102MELIMERCADOLIBRE INC$623.6M1.66%238,599CommonSOLE
81141R100SESEA LTD$574.0M1.52%3,588,147CommonSOLE
14316J108CGCARLYLE GROUP INC$511.4M1.36%9,949,455CommonSOLE
89400J107TRUTRANSUNION$417.0M1.11%4,739,103CommonSOLE
461202103INTUINTUIT$407.3M1.08%517,131CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$372.7M0.99%376,485CommonSOLE
45168D104IDXXIDEXX LABS INC$367.4M0.98%685,088CommonSOLE
81762P102NOWSERVICENOW INC$360.4M0.96%350,569CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$352.4M0.94%6,276,424CommonSOLE
87422Q109TLNTALEN ENERGY CORP$320.4M0.85%1,101,782CommonSOLE
26622P107DOCSDOXIMITY INC$320.2M0.85%5,219,394CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$319.4M0.85%3,544,083CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$314.1M0.83%10,602,683CommonSOLE
23804L103DDOGDATADOG INC$291.6M0.77%2,171,076CommonSOLE
13321L108CCJCAMECO CORP$287.2M0.76%3,869,291CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$285.3M0.76%371,786CommonSOLE
74624M102PPURE STORAGE INC$283.7M0.75%4,926,836CommonSOLE
G54950103LINLINDE PLC$283.4M0.75%604,026CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$261.3M0.69%2,214,487CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$256.8M0.68%2,752,538CommonSOLE
589378108MRCYMERCURY SYS INC$252.9M0.67%4,695,683CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$245.8M0.65%1,625,015CommonSOLE
20717M1038QRCONFLUENT INC$240.3M0.64%9,639,102CommonSOLE
G3223R108EGEVEREST GROUP LTD$233.1M0.62%685,769CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$231.3M0.61%5,402,750CommonSOLE
268150109DTDYNATRACE INC$229.9M0.61%4,163,361CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$228.1M0.61%3,113,936CommonSOLE
171779309CIENCIENA CORP$220.3M0.58%2,708,540CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$218.6M0.58%1,517,356CommonSOLE
G8068L108SNSHARKNINJA INC$217.0M0.58%2,192,066CommonSOLE
946784105WAYWAYSTAR HLDG CORP$214.1M0.57%5,239,365CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$213.4M0.57%684,141CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$212.5M0.56%358,474CommonSOLE
217204106CPRTCOPART INC$211.7M0.56%4,314,945CommonSOLE
N3167Y103RACEFERRARI N V$211.4M0.56%430,828CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$207.7M0.55%1,800,155CommonSOLE
79466L302CRMSALESFORCE INC$206.9M0.55%758,766CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$198.9M0.53%29,278,462CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$196.9M0.52%3,143,873CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$193.3M0.51%8,812,876CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$191.6M0.51%670,398CommonSOLE
72703H101PLNTPLANET FITNESS INC$189.6M0.50%1,738,944CommonSOLE
68389X105ORCLORACLE CORP$188.3M0.50%861,343CommonSOLE
512807306LRCXLAM RESEARCH CORP$185.8M0.49%1,908,368CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$184.9M0.49%3,345,539CommonSOLE
624756102MLIMUELLER INDS INC$184.3M0.49%2,319,569CommonSOLE
74736L109QTWOQ2 HLDGS INC$184.0M0.49%1,965,859CommonSOLE
45784P101PODDINSULET CORP$183.2M0.49%583,139CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$180.4M0.48%2,313,336CommonSOLE
00091G104ACVAACV AUCTIONS INC$180.2M0.48%11,109,706CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$179.4M0.48%908,334CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$178.7M0.47%1,446,121CommonSOLE
780087102RYROYAL BK CDA$178.5M0.47%1,353,389CommonSOLE
922475108VEEVVEEVA SYS INC$177.6M0.47%616,742CommonSOLE
231561101CWCURTISS WRIGHT CORP$177.0M0.47%362,222CommonSOLE
109696104BCOBRINKS CO$175.3M0.47%1,962,981CommonSOLE
73278L105POOLPOOL CORP$170.9M0.45%586,310CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$169.7M0.45%1,383,768CommonSOLE
03783C100APPFAPPFOLIO INC$168.9M0.45%733,428CommonSOLE
457669307INSMINSMED INC$167.6M0.44%1,665,602CommonSOLE
16359R103CHECHEMED CORP NEW$165.1M0.44%339,086CommonSOLE
86333M108LRNSTRIDE INC$159.9M0.42%1,101,051CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$157.4M0.42%286,715CommonSOLE
565394103CARTMAPLEBEAR INC$151.4M0.40%3,345,792CommonSOLE
513847103MZTILANCASTER COLONY CORP$150.9M0.40%873,357CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$150.6M0.40%1,631,402CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$149.7M0.40%5,462,958CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$149.2M0.40%1,296,965CommonSOLE
29414B104EPAMEPAM SYS INC$148.9M0.40%841,922CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$143.7M0.38%3,906,604CommonSOLE
379577208GMEDGLOBUS MED INC$141.9M0.38%2,405,031CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$139.6M0.37%3,187,528CommonSOLE
70202L102PSNPARSONS CORP DEL$135.6M0.36%1,889,281CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$134.8M0.36%487,697CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$131.4M0.35%926,495CommonSOLE
67000B104NOVTNOVANTA INC$126.3M0.34%979,893CommonSOLE
07831C103BRBRBELLRING BRANDS INC$124.8M0.33%2,153,932CommonSOLE
26969P108EXPEAGLE MATLS INC$123.6M0.33%611,745CommonSOLE
377322102GKOSGLAUKOS CORP$117.3M0.31%1,136,095CommonSOLE
45104G104IBNICICI BANK LIMITED$116.7M0.31%3,467,487CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$112.7M0.30%478,448CommonSOLE
680033107ONBOLD NATL BANCORP IND$111.5M0.30%5,224,552CommonSOLE
683344105ONTOONTO INNOVATION INC$110.9M0.29%1,098,860CommonSOLE
30063P105EXKEXACT SCIENCES CORP$107.4M0.28%2,020,170CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$107.2M0.28%933,595CommonSOLE
G2519Y108BAPCREDICORP LTD$106.8M0.28%477,765CommonSOLE
29977A105EVREVERCORE INC$106.7M0.28%395,088CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$106.4M0.28%21,150,368CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$106.0M0.28%350,289CommonSOLE
358039105FRPTFRESHPET INC$103.8M0.28%1,527,068CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$103.5M0.27%1,056,358CommonSOLE
457730109INSPINSPIRE MED SYS INC$99.8M0.26%769,169CommonSOLE
184496107CLHCLEAN HARBORS INC$95.1M0.25%411,432CommonSOLE
G6683N103NUNU HLDGS LTD$94.3M0.25%6,874,531CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$94.1M0.25%931,801CommonSOLE
653656108NICENICE LTD$93.0M0.25%550,714CommonSOLE
872657101TPGTPG INC$91.4M0.24%1,742,956CommonSOLE
253651202DBDDIEBOLD NIXDORF INC$89.9M0.24%1,622,642CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$89.3M0.24%511,487CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$86.6M0.23%477,895CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$86.1M0.23%606,904CommonSOLE
546347105LPXLOUISIANA PAC CORP$84.0M0.22%976,348CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$83.9M0.22%14,642,157CommonSOLE
38046C109GOGOGOGO INC$83.3M0.22%5,673,833CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$81.9M0.22%3,559,690CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$80.1M0.21%366,152CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$79.8M0.21%3,763,010CommonSOLE
40415F101HDBHDFC BANK LTD$77.6M0.21%1,011,708CommonSOLE
H1467J104CBCHUBB LIMITED$77.4M0.21%267,172CommonSOLE
122017106BURLBURLINGTON STORES INC$73.9M0.20%317,729CommonSOLE
451107106IDAIDACORP INC$73.6M0.20%637,110CommonSOLE
G0896C103TBBBBBB FOODS INC$73.3M0.19%2,639,241CommonSOLE
759509102RSRELIANCE INC$72.4M0.19%230,562CommonSOLE
G87264100TGLSTECNOGLASS INC$71.0M0.19%917,392CommonSOLE
589889104MMSIMERIT MED SYS INC$69.1M0.18%739,600CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$68.5M0.18%752,324CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$65.6M0.17%2,582,884CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$64.5M0.17%1,440,032CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$64.4M0.17%2,481,215CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$63.4M0.17%339,466CommonSOLE
02079K305GOOGLALPHABET INC$63.3M0.17%359,232CommonSOLE
00847J105AGYSAGILYSYS INC$59.0M0.16%514,590CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$54.1M0.14%1,050,595CommonSOLE
366505105GTXGARRETT MOTION INC$53.7M0.14%5,110,528CommonSOLE
127190304CACICACI INTL INC$52.7M0.14%110,621CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$51.8M0.14%1,028,488CommonSOLE
G98196101W9N0WNS HLDGS LTD$50.8M0.13%803,915CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$50.7M0.13%2,317,660CommonSOLE
09073M104TECHBIO-TECHNE CORP$50.0M0.13%972,085CommonSOLE
92346J108VCELVERICEL CORP$49.4M0.13%1,162,065CommonSOLE
012348108AINALBANY INTL CORP$49.3M0.13%702,432CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$48.8M0.13%1,546,099CommonSOLE
30050B101EVHEVOLENT HEALTH INC$48.7M0.13%4,324,883CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$48.5M0.13%611,365CommonSOLE
830830105SKYCHAMPION HOMES INC$48.1M0.13%768,166CommonSOLE
922280102VRNSVARONIS SYS INC$47.9M0.13%943,002CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$47.4M0.13%511,275CommonSOLE
402635502GPORGULFPORT ENERGY CORP$45.3M0.12%224,972CommonSOLE
03076K108ABCBAMERIS BANCORP$45.1M0.12%697,361CommonSOLE
640491106NEOGNEOGEN CORP$44.9M0.12%9,403,020CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$44.3M0.12%2,664,598CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$44.0M0.12%2,268,265CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$44.0M0.12%554,368CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$42.4M0.11%689,515CommonSOLE
14174T107CTRECARETRUST REIT INC$42.3M0.11%1,383,975CommonSOLE
968223206WLYWILEY JOHN & SONS INC$41.6M0.11%931,752CommonSOLE
06652V208BANRBANNER CORP$40.1M0.11%625,382CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$39.9M0.11%2,675,601CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$39.2M0.10%635,161CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$37.6M0.10%747,962CommonSOLE
057665200BCPCBALCHEM CORP$37.6M0.10%236,025CommonSOLE
19247G107COHRCOHERENT CORP$37.4M0.10%419,164CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$37.0M0.10%865,244CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$36.3M0.10%418,673CommonSOLE
456788108INFYINFOSYS LTD$36.2M0.10%1,953,985CommonSOLE
42226K105HRHEALTHCARE RLTY TR$36.1M0.10%2,278,809CommonSOLE
03674X106ARANTERO RESOURCES CORP$36.0M0.10%892,925CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$35.8M0.10%1,296,936CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$35.7M0.09%622,764CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$35.7M0.09%1,272,792CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$35.7M0.09%353,670CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$35.7M0.09%357,690CommonSOLE
76156B107RVLVREVOLVE GROUP INC$35.6M0.09%1,775,735CommonSOLE
931142103WMTWALMART INC$35.4M0.09%362,082CommonSOLE
M6191J100FROGJFROG LTD$34.7M0.09%790,759CommonSOLE
477839104JBTMJBT MAREL CORPORATION$34.6M0.09%288,096CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$34.5M0.09%179,882CommonSOLE
55024U109LITELUMENTUM HLDGS INC$34.2M0.09%359,698CommonSOLE
000957100ABMABM INDS INC$34.2M0.09%723,712CommonSOLE
30226D106EXTREXTREME NETWORKS$34.1M0.09%1,898,607CommonSOLE
49803T300KRGKITE RLTY GROUP TR$34.0M0.09%1,502,797CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$33.8M0.09%2,214,816CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$33.8M0.09%613,019CommonSOLE
801056102SANMSANMINA CORPORATION$33.6M0.09%343,733CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$33.3M0.09%1,235,624CommonSOLE
75970E107RNSTRENASANT CORP$32.9M0.09%914,512CommonSOLE
497266106KEXKIRBY CORP$32.8M0.09%289,370CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$32.6M0.09%753,004CommonSOLE
577933104MMSMAXIMUS INC$32.4M0.09%461,235CommonSOLE
48238T109OPLNOPENLANE INC$32.3M0.09%1,321,639CommonSOLE
053807103AVTAVNET INC$32.2M0.09%607,551CommonSOLE
903731107ULSUL SOLUTIONS INC$32.1M0.09%440,895CommonSOLE
87265H109T86TRI POINTE HOMES INC$32.1M0.09%1,004,810CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$32.1M0.09%391,622CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$32.0M0.08%490,536CommonSOLE
G5S37H101MRXMAREX GROUP PLC$32.0M0.08%810,791CommonSOLE
126349109CSNCSG SYS INTL INC$31.8M0.08%486,663CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$31.7M0.08%2,258,336CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$31.5M0.08%153,731CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$31.3M0.08%227,773CommonSOLE
405024100HAEHAEMONETICS CORP MASS$31.3M0.08%419,378CommonSOLE
92847W103VITLVITAL FARMS INC$31.1M0.08%807,968CommonSOLE
318910106FBNCFIRST BANCORP N C$31.1M0.08%705,343CommonSOLE
011659109ALKALASKA AIR GROUP INC$31.0M0.08%625,764CommonSOLE
500643200KFYKORN FERRY$30.9M0.08%421,760CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$30.8M0.08%504,357CommonSOLE
22266T109CPNGCOUPANG INC$30.8M0.08%1,027,457CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$30.7M0.08%862,313CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$30.4M0.08%973,180CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$30.0M0.08%627,389CommonSOLE
858927106STELSTELLAR BANCORP INC$29.9M0.08%1,068,582CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$29.7M0.08%535,125CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$29.7M0.08%1,868,008CommonSOLE
201723103CMCCOMMERCIAL METALS CO$29.6M0.08%605,343CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$29.6M0.08%3,637,259CommonSOLE
903002103UMHUMH PPTYS INC$29.5M0.08%1,757,148CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$29.3M0.08%114,657CommonSOLE
254543101DIODDIODES INC$29.3M0.08%553,487CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$29.2M0.08%3,541,020CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$29.2M0.08%1,039,795CommonSOLE
077454106BDCBELDEN INC$29.1M0.08%251,641CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$29.1M0.08%263,708CommonSOLE
827048109SLGNSILGAN HLDGS INC$29.1M0.08%536,232CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$29.0M0.08%797,283CommonSOLE
49926D109KNKNOWLES CORP$28.9M0.08%1,640,067CommonSOLE
00912X302ALAIR LEASE CORP$28.8M0.08%491,811CommonSOLE
896288107TNETTRINET GROUP INC$28.6M0.08%391,586CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$28.6M0.08%907,929CommonSOLE
68268W103OMFONEMAIN HLDGS INC$28.5M0.08%499,589CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$28.5M0.08%1,395,821CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$28.4M0.08%452,955CommonSOLE
938824109WAFDWAFD INC$28.2M0.07%962,787CommonSOLE
104674106BRCBRADY CORP$28.1M0.07%412,990CommonSOLE
387328107GVAGRANITE CONSTR INC$28.1M0.07%300,030CommonSOLE
44930G107ICUIICU MED INC$27.9M0.07%211,339CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$27.8M0.07%724,679CommonSOLE
008492100ADCAGREE RLTY CORP$27.5M0.07%376,499CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$27.4M0.07%2,650,120CommonSOLE
12740C103CADECADENCE BANK$27.4M0.07%857,170CommonSOLE
939653101ELMEELME COMMUNITIES$27.2M0.07%1,711,828CommonSOLE
146280508SILASILA REALTY TRUST INC$27.2M0.07%1,147,773CommonSOLE
92538J106VERXVERTEX INC$26.9M0.07%761,595CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$26.8M0.07%945,897CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$26.7M0.07%115,042CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$26.6M0.07%3,283,432CommonSOLE
27923Q109ECVTECOVYST INC$26.3M0.07%3,196,902CommonSOLE
G3323L100FNFABRINET$26.2M0.07%89,055CommonSOLE
37637K108GTLBGITLAB INC$26.2M0.07%580,752CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$26.2M0.07%1,118,924CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$26.0M0.07%2,902,526CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$26.0M0.07%831,433CommonSOLE
552848103MTGMGIC INVT CORP WIS$25.9M0.07%929,897CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$25.9M0.07%530,999CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$25.6M0.07%740,721CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$25.5M0.07%569,715CommonSOLE
693282105PDFSPDF SOLUTIONS INC$25.4M0.07%1,187,083CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$25.3M0.07%410,773CommonSOLE
26856L103ELFE L F BEAUTY INC$25.1M0.07%201,925CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$25.1M0.07%712,082CommonSOLE
505336107LZBLA Z BOY INC$25.1M0.07%674,602CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$24.8M0.07%483,874CommonSOLE
690742101OCOWENS CORNING NEW$24.6M0.07%179,043CommonSOLE
443320106HUBGHUB GROUP INC$24.5M0.07%732,778CommonSOLE
92343X100VTYVERINT SYS INC$24.5M0.06%1,244,068CommonSOLE
192422103CGNXCOGNEX CORP$24.4M0.06%769,087CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$24.3M0.06%1,153,528CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$24.3M0.06%304,884CommonSOLE
82982T106SITMSITIME CORP$24.0M0.06%112,789CommonSOLE
607828100MODMODINE MFG CO$23.6M0.06%239,800CommonSOLE
576485205MTDRMATADOR RES CO$23.3M0.06%487,675CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$23.1M0.06%142,139CommonSOLE
974250102WINAWINMARK CORP$23.0M0.06%60,835CommonSOLE
34354P105FLSFLOWSERVE CORP$22.5M0.06%429,256CommonSOLE
397624107GEFGREIF INC$21.8M0.06%334,963CommonSOLE
00090Q103ADTADT INC DEL$21.7M0.06%2,566,675CommonSOLE
124805102CBZCBIZ INC$21.7M0.06%303,146CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$21.7M0.06%74,958CommonNONE
60471A101MIRMIRION TECHNOLOGIES INC$21.7M0.06%1,005,847CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$21.5M0.06%2,497,241CommonSOLE
69318G106PBFPBF ENERGY INC$21.4M0.06%989,117CommonSOLE
05603J108BKVBKV CORP$21.3M0.06%883,730CommonSOLE
57686G105MATXMATSON INC$21.0M0.06%188,931CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$21.0M0.06%630,387CommonSOLE
84857L101SRSPIRE INC$20.9M0.06%285,896CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$20.7M0.05%1,478,571CommonSOLE
38526M106LOPEGRAND CANYON ED INC$19.7M0.05%104,363CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$19.4M0.05%35,775CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$19.3M0.05%1,247,870CommonSOLE
29082K105EMBCEMBECTA CORP$19.3M0.05%1,992,604CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$18.9M0.05%328,621CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$18.7M0.05%1,195,498CommonSOLE
98980B103ZIPZIPRECRUITER INC$18.3M0.05%3,652,456CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$18.3M0.05%2,106,816CommonSOLE
89455T109TMCITREACE MED CONCEPTS INC$18.2M0.05%3,099,895CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$18.2M0.05%778,289CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$17.7M0.05%1,773,609CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$17.6M0.05%95,810CommonNONE
573075108MRTNMARTEN TRANS LTD$17.2M0.05%1,320,316CommonSOLE
98585X104YETIYETI HLDGS INC$17.0M0.05%538,081CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$16.8M0.04%1,456,824CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$16.7M0.04%905,000CommonSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$16.5M0.04%523,682CommonSOLE
556269108SHOOMADDEN STEVEN LTD$16.2M0.04%677,215CommonSOLE
381013101GDENGOLDEN ENTMT INC$16.2M0.04%550,673CommonSOLE
88830R101TITNTITAN MACHY INC$16.2M0.04%816,729CommonSOLE
626755102MUSAMURPHY USA INC$16.1M0.04%39,592CommonNONE
532457108LLYELI LILLY & CO$16.0M0.04%20,567CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$15.3M0.04%150,938CommonSOLE
G25508105CRHCRH PLC$14.8M0.04%161,626CommonNONE
610236101MNROMONRO INC$14.8M0.04%993,878CommonSOLE
743315103PGRPROGRESSIVE CORP$14.5M0.04%54,189CommonNONE
950755108WERNWERNER ENTERPRISES INC$14.4M0.04%525,976CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$14.2M0.04%44,528CommonSOLE
65339F101NEENEXTERA ENERGY INC$13.8M0.04%199,467CommonNONE
268603107LOCOEL POLLO LOCO HLDGS INC$13.7M0.04%1,242,563CommonSOLE
464287648IWOISHARES TR$13.3M0.04%46,481CommonSOLE
64110L106NFLXNETFLIX INC$13.2M0.03%9,836CommonNONE
M25133105CGNTCOGNYTE SOFTWARE LTD$13.2M0.03%1,425,288CommonSOLE
691497309OXMOXFORD INDS INC$13.1M0.03%324,789CommonSOLE
974637100WGOWINNEBAGO INDS INC$12.7M0.03%437,988CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$12.5M0.03%91,099CommonSOLE
G4R20B107INTRINTER & CO INC$12.4M0.03%1,668,013CommonSOLE
03073E105CORCENCORA INC$11.3M0.03%37,665CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$11.1M0.03%222,487CommonNONE
M7518J104ODDODDITY TECH LTD$10.8M0.03%142,548CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$10.7M0.03%33,385CommonNONE
384109104GGGGRACO INC$10.5M0.03%121,982CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$10.5M0.03%64,485CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.1M0.03%22,608CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$9.9M0.03%54,541CommonNONE
M2197Q107CLBTCELLEBRITE DI LTD$8.8M0.02%552,546CommonSOLE
038222105AMATAPPLIED MATLS INC$8.4M0.02%45,938CommonNONE
89469A104THSTREEHOUSE FOODS INC$8.2M0.02%422,498CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$8.1M0.02%16,661CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$7.7M0.02%105,864CommonNONE
74766Q101QTRXQUANTERIX CORP$7.5M0.02%1,127,981CommonSOLE
92846Q107COCOVITA COCO CO INC$7.5M0.02%207,066CommonSOLE
78454L100SMSM ENERGY CO$7.5M0.02%301,909CommonSOLE
P5626F128IFSINTERCORP FINL SVCS INC$7.2M0.02%187,534CommonSOLE
783754104RYZRYERSON HLDG CORP$7.1M0.02%331,475CommonSOLE
L72967109OECORION S.A.$6.6M0.02%633,446CommonSOLE
98138H101WDAYWORKDAY INC$6.6M0.02%27,544CommonSOLE
049468101TEAMATLASSIAN CORPORATION$6.5M0.02%32,150CommonNONE
002824100ABTABBOTT LABS$6.4M0.02%47,284CommonSOLE
697660207PAMPAMPA ENERGIA S A$6.2M0.02%89,640CommonSOLE
942622200WSOWATSCO INC$5.8M0.02%13,202CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$5.5M0.01%57,258CommonSOLE
256135203RDYDR REDDYS LABS LTD$5.5M0.01%365,494CommonSOLE
058934100BBARBANCO BBVA ARGENTINA S A$5.5M0.01%333,654CommonSOLE
05965X109BSACBANCO SANTANDER CHILE NEW$4.3M0.01%169,653CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$4.2M0.01%111,655CommonSOLE
803054204SAPSAP SE$3.8M0.01%12,521CommonSOLE
233051879ASHRDBX ETF TR$2.8M0.01%101,579CommonSOLE
904767704UNILEVER PLC$2.8M0.01%45,304CommonSOLE
444859102HUMHUMANA INC$2.6M0.01%10,811CommonNONE
N07059210ASMLASML HOLDING N V$2.6M0.01%3,215CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$2.4M0.01%157,462CommonSOLE
46429B598INDAISHARES TR$2.4M0.01%43,200CommonNONE
046353108AZNNASTRAZENECA PLC$2.3M0.01%32,877CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$2.0M0.01%131,226CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.0M0.01%12,028CommonSOLE
54150E104LOMALOMA NEGRA C I A S A MTN 14$2.0M0.01%179,109CommonSOLE
98978V103ZTSZOETIS INC$1.9M0.01%12,501CommonSOLE
759530108RELXRELX PLC$1.9M0.01%35,461CommonSOLE
22052L104CTVACORTEVA INC$1.6M0.00%21,252CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$1.4M0.00%23,355CommonSOLE
82509L107SHOPSHOPIFY INC$1.3M0.00%11,352CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.00%15,403CommonSOLE
46429B614SMINISHARES TR$1.1M0.00%14,442CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$1.1M0.00%8,574CommonSOLE
97717W422EPIWISDOMTREE TR$996,8700.00%21,000CommonNONE
16115Q308GTLSCHART INDS INC$675,0650.00%4,100CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$528,8810.00%23,309CommonSOLE
Y2573F102FLEXFLEX LTD$522,1630.00%10,460CommonSOLE
G02602103DOXAMDOCS LTD$515,5060.00%5,650CommonSOLE
G0176J109ALLEALLEGION PLC$510,4730.00%3,542CommonSOLE
228368106CCKCROWN HLDGS INC$495,4370.00%4,811CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$490,3380.00%5,162CommonSOLE
758849103REGREGENCY CTRS CORP$482,4410.00%6,773CommonSOLE
96208T104WEXWEX INC$473,2800.00%3,222CommonSOLE
501889208LKQLKQ CORP$472,9880.00%12,780CommonSOLE
65473P105NINISOURCE INC$470,7680.00%11,670CommonSOLE
69351T106PPLPPL CORP$467,3090.00%13,789CommonSOLE
257651109DCIDONALDSON INC$464,5060.00%6,698CommonSOLE
G3922B107GGENPACT LIMITED$457,3960.00%10,393CommonSOLE
780287108RGLDROYAL GOLD INC$453,3140.00%2,549CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$452,8180.00%1,515CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$439,3820.00%14,799CommonSOLE
887389104TKRTIMKEN CO$412,6640.00%5,688CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$403,2090.00%3,448CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$399,7240.00%8,312CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$395,7440.00%22,601CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$386,4280.00%2,691CommonSOLE
504922105LHLABCORP HOLDINGS INC$375,9140.00%1,432CommonSOLE
457187102INGRINGREDION INC$364,0040.00%2,684CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$345,1390.00%22,470CommonSOLE
G4705A100ICLRICON PLC$329,2990.00%2,264CommonSOLE
133131102CPTCAMDEN PPTY TR$326,6880.00%2,899CommonSOLE
466313103JBLJABIL INC$323,0060.00%1,481CommonSOLE
912008109USFDUS FOODS HLDG CORP$316,8190.00%4,114CommonSOLE
05352A100AVTRAVANTOR INC$299,1490.00%22,225CommonSOLE
117043109BCBRUNSWICK CORP$295,0920.00%5,342CommonSOLE
001084102AGCOAGCO CORP$293,1810.00%2,842CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$291,6710.00%2,311CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$272,2360.00%6,155CommonSOLE
85254J102STAGSTAG INDL INC$266,2230.00%7,338CommonNONE
861012102STMSTMICROELECTRONICS N V$254,0760.00%8,355CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$250,5980.00%2,723CommonNONE
947890109WBSWEBSTER FINL CORP$245,7000.00%4,500CommonNONE
48251W104KKRKKR & CO INC$238,6560.00%1,794CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$234,4730.00%765CommonSOLE
857477103STTSTATE STR CORP$233,8420.00%2,199CommonSOLE
29364G103ETRENTERGY CORP NEW$231,8220.00%2,789CommonSOLE
925652109VICIVICI PPTYS INC$225,7220.00%6,924CommonSOLE
889478103TOLTOLL BROTHERS INC$222,3250.00%1,948CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$212,1320.00%15,575CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$202,1690.00%9,886CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$191,4160.00%11,421CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$186,2190.00%56,090CommonSOLE

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.