MondegarAI
Tredje AP-fonden

Q1 2026 · 13F-HR

Tredje AP-fondenholdings as filed

Filed 2026-05-12 · accession 0001650290-26-000003

$18.28B
Reported value
555
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Tredje AP-fonden · Q1 2026

AI · grounded in 13F

Tredje AP-fonden increased its position in TSLA by 519.8576%. The fund also accumulated shares in JNJ by 397.9882% and GOOG by 176.2512%. On the selling side, the fund trimmed its holdings in XYL by 71.0893% and MCK by 65.5145%.

Holdings as filed

First 500 of 555

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.25B6.84%7,172,534CommonSOLE
037833100AAPLAPPLE INC$1.10B6.02%4,337,505CommonSOLE
594918104MSFTMICROSOFT CORP$780.7M4.27%2,109,028CommonSOLE
023135106AMZNAMAZON COM INC$589.5M3.22%2,830,451CommonSOLE
02079K305GOOGLALPHABET INC$463.6M2.54%1,612,263CommonSOLE
02079K107GOOGALPHABET INC$441.2M2.41%1,538,103CommonSOLE
11135F101AVGOBROADCOM INC$409.6M2.24%1,323,372CommonSOLE
30303M102METAMETA PLATFORMS INC$377.9M2.07%660,490CommonSOLE
88160R101TSLATESLA INC$300.7M1.64%808,939CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$256.7M1.40%872,571CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$236.1M1.29%492,795CommonSOLE
35473P546FLSPFRANKLIN TEMPLETON ETF TR$219.0M1.20%8,050,000CommonSOLE
532457108LLYELI LILLY & CO$217.0M1.19%235,889CommonSOLE
45409B107QAINEW YORK LIFE INVESTMENTS ET$214.1M1.17%6,275,000CommonSOLE
032108888SWANAMPLIFY ETF TR$202.7M1.11%6,525,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$172.4M0.94%705,475CommonSOLE
92826C839VVISA INC$162.8M0.89%538,787CommonSOLE
931142103WMTWALMART INC$161.0M0.88%1,295,836CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$139.5M0.76%279,161CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$130.7M0.71%131,195CommonSOLE
00287Y109ABBVABBVIE INC$121.6M0.67%559,089CommonSOLE
64110L106NFLXNETFLIX INC.$120.0M0.66%1,247,952CommonSOLE
060505104BACBANK AMERICA CORP$113.2M0.62%2,321,652CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$109.6M0.60%324,321CommonSOLE
595112103MUMICRON TECHNOLOGY INC$108.5M0.59%321,214CommonSOLE
191216100KOCOCA COLA CO$104.9M0.57%1,379,886CommonSOLE
437076102HDHOME DEPOT INC$104.7M0.57%318,467CommonSOLE
17275R102CSCOCISCO SYS INC$103.4M0.57%1,332,813CommonSOLE
58933Y105MRKMERCK & CO INC$101.2M0.55%841,448CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$100.4M0.55%493,697CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$94.4M0.52%1,259,901CommonSOLE
149123101CATCATERPILLAR INC$91.8M0.50%129,533CommonSOLE
512807306LRCXLAM RESEARCH CORP$88.5M0.48%414,416CommonSOLE
369604301GEGE AEROSPACE$88.0M0.48%309,992CommonSOLE
88634T535FIAXTIDAL TRUST II$86.1M0.47%4,936,785CommonSOLE
949746101WMT2WELLS FARGO CO NEW$85.7M0.47%1,076,560CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$83.0M0.45%1,652,924CommonSOLE
742718109PGPROCTER & GAMBLE CO$80.9M0.44%560,217CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$80.6M0.44%2,403,939CommonSOLE
038222105AMATAPPLIED MATLS INC$79.2M0.43%231,828CommonSOLE
68389X105ORCLORACLE CORP$78.7M0.43%535,272CommonSOLE
682680103OKEONEOK INC NEW$78.2M0.43%865,250CommonSOLE
G54950103LINLINDE PLC$77.6M0.42%156,616CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$76.8M0.42%90,777CommonSOLE
36118L106FUTUFUTU HLDGS LTD$73.5M0.40%537,118CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$70.7M0.39%261,222CommonSOLE
36828A101GEVGE VERNOVA INC$70.2M0.38%80,410CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$67.8M0.37%1,043,654CommonSOLE
872540109TJXTJX COS INC NEW$67.8M0.37%424,591CommonSOLE
482480100KLACKLA CORP$66.5M0.36%45,187CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$66.0M0.36%272,324CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$65.1M0.36%132,384CommonSOLE
580135101MCDMCDONALDS CORP$64.4M0.35%207,373CommonSOLE
713448108PEPPEPSICO INC$62.8M0.34%404,347CommonSOLE
172967424CCITIGROUP INC$61.8M0.34%544,653CommonSOLE
00206R102TAT&T INC$60.9M0.33%2,100,748CommonSOLE
458140100INTCINTEL CORP$60.0M0.33%1,358,681CommonSOLE
617446448MSMORGAN STANLEY$59.3M0.32%360,458CommonSOLE
65339F101NEENEXTERA ENERGY INC$57.0M0.31%614,229CommonSOLE
097023105BABOEING CO$56.9M0.31%285,870CommonSOLE
031162100AMGNAMGEN INC$54.7M0.30%155,448CommonSOLE
09290D101BLKBLACKROCK INC$54.3M0.30%56,500CommonSOLE
79466L302CRMSALESFORCE INC$53.8M0.29%288,328CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$53.5M0.29%876,271CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$53.4M0.29%6,373,065CommonSOLE
78409V104SPGIS&P GLOBAL INC$53.0M0.29%124,638CommonSOLE
002824100ABTABBOTT LABORATORIES$52.4M0.29%510,210CommonSOLE
254687106DISDISNEY WALT CO$52.4M0.29%543,307CommonSOLE
806857108SLBSLB LIMITED$52.1M0.28%1,013,576CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$52.0M0.28%552,898CommonSOLE
882508104TXNTEXAS INSTRS INC$50.9M0.28%262,138CommonSOLE
375558103GILDGILEAD SCIENCES INC$50.1M0.27%359,230CommonSOLE
G29183103ETNEATON CORP PLC$49.7M0.27%138,954CommonSOLE
025816109AXPAMERICAN EXPRESS CO$48.8M0.27%161,480CommonSOLE
969457100WMBWILLIAMS COS INC$48.7M0.27%669,510CommonSOLE
651639106NEMNEWMONT CORP$48.7M0.27%449,487CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$48.6M0.27%105,469CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$47.4M0.26%658,827CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$47.2M0.26%78,082CommonSOLE
717081103PFEPFIZER INC$46.6M0.25%1,658,914CommonSOLE
032095101APHAMPHENOL CORP$45.6M0.25%360,688CommonSOLE
032654105ADIANALOG DEVICES INC$44.9M0.25%141,161CommonSOLE
16411R208LNGCHENIERE ENERGY INC$43.1M0.24%151,897CommonSOLE
87612G101TRGPTARGA RES CORP$42.4M0.23%169,178CommonSOLE
244199105DEDEERE & CO$41.9M0.23%74,437CommonSOLE
95040Q104WELLWELLTOWER INC$41.7M0.23%210,912CommonSOLE
438516106HONHONEYWELL INTL INC$41.7M0.23%184,349CommonSOLE
74340W103PLDPROLOGIS INC.$41.6M0.23%314,663CommonSOLE
907818108UNPUNION PAC CORP$41.5M0.23%170,979CommonSOLE
75513E101RTXRTX CORPORATION$40.8M0.22%211,519CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$40.5M0.22%204,139CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$40.3M0.22%9,564CommonSOLE
958102105WDCWESTERN DIGITAL CORP$40.1M0.22%148,214CommonSOLE
747525103QCOMQUALCOMM INC$39.5M0.22%306,370CommonSOLE
548661107LOWLOWES COS INC$38.9M0.21%164,828CommonSOLE
040413205ANETARISTA NETWORKS INC$38.9M0.21%316,633CommonSOLE
58155Q103MCKMCKESSON CORP$38.1M0.21%44,058CommonSOLE
872590104TMUST-MOBILE US INC$38.0M0.21%181,132CommonSOLE
H1467J104CBCHUBB LTD SWITZ$37.0M0.20%113,610CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$36.6M0.20%604,075CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$36.5M0.20%93,273CommonSOLE
461202103INTUINTUIT$36.2M0.20%83,632CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$34.7M0.19%50,837CommonSOLE
743315103PGRPROGRESSIVE CORP$34.4M0.19%173,460CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$34.3M0.19%136,726CommonSOLE
863667101SYKSTRYKER CORPORATION$34.2M0.19%104,186CommonSOLE
701094104PHPARKER-HANNIFIN CORP$34.1M0.19%38,140CommonSOLE
235851102DHRDANAHER CORP DEL$33.9M0.19%178,645CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$33.8M0.18%185,069CommonSOLE
81762P102NOWSERVICENOW INC$33.6M0.18%321,308CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$33.0M0.18%73,799CommonSOLE
219350105GLWCORNING INC$32.6M0.18%239,585CommonSOLE
G5960L103MDTMEDTRONIC PLC$32.4M0.18%373,537CommonSOLE
406216101HALHALLIBURTON CO$32.3M0.18%827,230CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$32.1M0.18%200,438CommonSOLE
12572Q105CMECME GROUP INC$31.8M0.17%107,586CommonSOLE
74762E102QUREQUANTA SVCS INC$31.3M0.17%57,050CommonSOLE
20030N101CMCSACOMCAST CORP NEW$31.2M0.17%1,086,539CommonSOLE
00724F101ADBEADOBE INC$30.0M0.16%123,295CommonSOLE
37045V100GMGENERAL MTRS CO$30.0M0.16%402,070CommonSOLE
855244109SBUXSTARBUCKS CORP$29.8M0.16%332,465CommonSOLE
29444U700EQIXEQUINIX INC$29.4M0.16%29,999CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$29.1M0.16%74,572CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$28.8M0.16%290,437CommonSOLE
291011104EMREMERSON ELEC CO$28.5M0.16%217,605CommonSOLE
94106L109WMWASTE MGMT INC DEL$28.4M0.16%123,454CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$27.7M0.15%66,349CommonSOLE
03831W108APPAPPLOVIN CORP$27.3M0.15%68,568CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$26.6M0.15%169,201CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$26.5M0.14%54,567CommonSOLE
443201108HWMHOWMET AEROSPACE INC$26.3M0.14%114,318CommonSOLE
126650100CVSCVS HEALTH CORP$26.3M0.14%366,439CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$26.3M0.14%94,196CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$25.8M0.14%127,155CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$25.8M0.14%217,489CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$25.3M0.14%121,551CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$25.3M0.14%192,831CommonSOLE
09260D107BXBLACKSTONE INC$25.2M0.14%219,375CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$24.9M0.14%396,064CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$24.6M0.13%142,023CommonSOLE
902973304USBUS BANCORP$24.5M0.13%471,528CommonSOLE
03027X100AMTAMERICAN TOWER CORP$24.2M0.13%140,370CommonSOLE
911363109URIUNITED RENTALS INC$24.1M0.13%33,034CommonSOLE
58733R102MELIMERCADOLIBRE INC$23.9M0.13%13,821CommonSOLE
31428X106FDXFEDEX CORP$23.9M0.13%67,033CommonSOLE
29364G103ETRENTERGY CORP NEW$23.7M0.13%211,302CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$23.7M0.13%256,257CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$23.3M0.13%72,583CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$23.2M0.13%845,846CommonSOLE
88579Y101MMM3M CO$23.1M0.13%158,842CommonSOLE
40412C101HCAHCA HEALTHCARE INC$23.0M0.13%48,601CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$23.0M0.13%29,748CommonSOLE
231021106CMICUMMINS INC$22.9M0.13%42,525CommonSOLE
571903202MARMARRIOTT INTL INC NEW$22.9M0.13%69,921CommonSOLE
501044101KRKROGER CO$22.8M0.12%314,874CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$22.6M0.12%81,432CommonSOLE
126408103CSXCSX CORP$22.4M0.12%546,657CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$22.3M0.12%73,328CommonSOLE
816851109SRESEMPRA$22.2M0.12%228,712CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$22.2M0.12%112,340CommonSOLE
98419M100XYLXYLEM INC$22.1M0.12%184,935CommonSOLE
209115104EDCONSOLIDATED EDISON INC$21.9M0.12%193,382CommonSOLE
871607107SNPSSYNOPSYS INC$21.8M0.12%55,053CommonSOLE
369550108GDGENERAL DYNAMICS CORP$21.7M0.12%63,343CommonSOLE
278865100ECLECOLAB INC$21.6M0.12%81,345CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$21.4M0.12%77,739CommonSOLE
615369105MCOMOODYS CORP$21.3M0.12%48,875CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$21.0M0.12%80,785CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$21.0M0.11%213,504CommonSOLE
48251W104KKRKKR & CO INC$20.8M0.11%224,465CommonSOLE
778296103ROSTROSS STORES INC$20.5M0.11%94,747CommonSOLE
125523100CITHE CIGNA GROUP$20.4M0.11%76,301CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$20.0M0.11%94,528CommonSOLE
059460303BBDBANCO BRADESCO S A$19.9M0.11%5,458,019CommonSOLE
G25508105CRHCRH PLC$19.9M0.11%189,500CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$19.9M0.11%204,529CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$19.9M0.11%68,162CommonSOLE
311900104FASTFASTENAL CO$19.9M0.11%428,433CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$19.9M0.11%18,171CommonSOLE
171779309CIENCIENA CORP$19.9M0.11%51,157CommonSOLE
G0403H108AONAON PLC$19.7M0.11%61,086CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$19.5M0.11%228,958CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$19.5M0.11%104,391CommonSOLE
18915M107NETCLOUDFLARE INC$19.5M0.11%94,340CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$19.4M0.11%66,374CommonSOLE
384802104GWWWW GRAINGER INC$19.3M0.11%17,692CommonSOLE
893641100TDGTRANSDIGM GROUP INC$19.2M0.11%16,579CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$19.2M0.11%66,108CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$19.1M0.10%66,674CommonSOLE
172908105CTASCINTAS CORP$18.8M0.10%111,339CommonSOLE
G87052109TELTE CONNECTIVITY PLC$18.7M0.10%89,410CommonSOLE
253868103DLRDIGITAL RLTY TR INC$18.5M0.10%102,718CommonSOLE
25746U109DDOMINION ENERGY INC$18.4M0.10%297,987CommonSOLE
30161N101EXCEXELON CORP$18.3M0.10%373,722CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$18.3M0.10%52,979CommonSOLE
89832Q109TFCTRUIST FINL CORP$18.3M0.10%397,302CommonSOLE
693718108PCARPACCAR INC$18.2M0.10%157,494CommonSOLE
22052L104CTVACORTEVA INC$18.1M0.10%216,694CommonSOLE
880770102TERTERADYNE INC$18.1M0.10%61,161CommonSOLE
03073E105CORCENCORA INC$18.1M0.10%57,613CommonSOLE
654106103NKENIKE INC$18.1M0.10%342,194CommonSOLE
929740108WABWABTEC$17.9M0.10%71,802CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$17.9M0.10%76,853CommonSOLE
199908104FIXCOMFORT SYS USA INC$17.8M0.10%12,917CommonSOLE
049560105ATOATMOS ENERGY CORP$17.6M0.10%95,318CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$17.4M0.10%49,123CommonSOLE
770700102HOODROBINHOOD MKTS INC$17.4M0.09%250,514CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$17.3M0.09%307,473CommonSOLE
031100100AMEAMETEK INC$17.3M0.09%80,640CommonSOLE
001055102AFLAFLAC INC$17.2M0.09%157,230CommonSOLE
020002101ALLALLSTATE CORP$17.0M0.09%82,216CommonSOLE
25809K105DASHDOORDASH INC$16.8M0.09%111,839CommonSOLE
052769106ADSKAUTODESK INC$16.7M0.09%69,645CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$16.5M0.09%76,062CommonSOLE
053332102AZOAUTOZONE INC$16.4M0.09%4,864CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$16.4M0.09%49,594CommonSOLE
125896100CMSCMS ENERGY CORP$16.4M0.09%210,875CommonSOLE
34959E109FTNTFORTINET INC$16.4M0.09%200,120CommonSOLE
87612E106TGTTARGET CORP$16.3M0.09%134,698CommonSOLE
69331C108PCGPG&E CORP$16.3M0.09%927,686CommonSOLE
278642103EBAYEBAY INC.$16.1M0.09%177,248CommonSOLE
12504L109CBRECBRE GROUP INC$16.1M0.09%118,573CommonSOLE
631103108NDAQNASDAQ INC$16.1M0.09%189,103CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$16.0M0.09%118,233CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16.0M0.09%220,140CommonSOLE
756109104OREALTY INCOME CORP$15.9M0.09%259,926CommonSOLE
256677105DGDOLLAR GEN CORP$15.8M0.09%132,745CommonSOLE
009066101ABNBAIRBNB INC$15.7M0.09%124,047CommonSOLE
760759100RSGREPUBLIC SVCS INC$15.6M0.09%71,422CommonSOLE
98978V103ZTSZOETIS INC$15.6M0.09%131,702CommonSOLE
857477103STTSTATE STR CORP$15.5M0.08%122,140CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$15.4M0.08%94,026CommonSOLE
45168D104IDXXIDEXX LABS INC$14.9M0.08%26,587CommonSOLE
146869102CVNACARVANA CO$14.8M0.08%47,086CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$14.8M0.08%182,330CommonSOLE
833445109SNOWSNOWFLAKE INC$14.4M0.08%95,558CommonSOLE
92276F100VTRVENTAS INC$14.4M0.08%175,910CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14.4M0.08%50,887CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$14.3M0.08%149,453CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$14.3M0.08%128,489CommonSOLE
929160109VMCVULCAN MATLS CO$14.2M0.08%52,221CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$14.2M0.08%328,840CommonSOLE
29084Q100EMEEMCOR GROUP INC$14.2M0.08%19,170CommonSOLE
65473P105NINISOURCE INC$14.1M0.08%303,113CommonSOLE
H2906T109GRMNGARMIN LTD$14.1M0.08%60,885CommonSOLE
896239100TRMBTRIMBLE INC$14.1M0.08%216,450CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$14.1M0.08%175,573CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14.0M0.08%23,799CommonSOLE
316773100FITBFIFTH THIRD BANCORP$13.9M0.08%299,839CommonSOLE
285512109EAELECTRONIC ARTS INC$13.9M0.08%68,235CommonSOLE
281020107EIXEDISON INTL$13.8M0.08%188,490CommonSOLE
23804L103DDOGDATADOG INC$13.7M0.07%116,000CommonSOLE
670346105NUENUCOR CORP$13.6M0.07%80,615CommonSOLE
075887109BDXBECTON DICKINSON & CO$13.6M0.07%86,589CommonSOLE
46982L108JJACOBS SOLUTIONS INC$13.6M0.07%106,803CommonSOLE
345370860FFORD MTR CO$13.6M0.07%1,176,841CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$13.6M0.07%68,939CommonSOLE
337932107FEFIRSTENERGY CORP$13.5M0.07%265,961CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$13.3M0.07%49,222CommonSOLE
55261F104MTBM & T BK CORP$13.0M0.07%62,665CommonSOLE
03076C106AMPAMERIPRISE FINL INC$12.9M0.07%29,139CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$12.8M0.07%35,665CommonSOLE
988498101YUMYUM BRANDS INC$12.7M0.07%81,812CommonSOLE
260003108DOVDOVER CORP$12.7M0.07%60,723CommonSOLE
59156R108METMETLIFE INC$12.6M0.07%178,325CommonSOLE
45687V106IRINGERSOLL RAND INC$12.6M0.07%156,969CommonSOLE
761152107RMDRESMED INC$12.6M0.07%55,932CommonSOLE
55354G100MSCIMSCI INC$12.5M0.07%23,274CommonSOLE
457669307INSMINSMED INC$12.5M0.07%76,604CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$12.5M0.07%390,228CommonSOLE
46284V101IRMIRON MTN INC DEL$12.2M0.07%119,812CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$12.1M0.07%160,720CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$12.1M0.07%507,190CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$11.9M0.07%184,373CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11.9M0.07%163,849CommonSOLE
05464C101AXONAXON ENTERPRISE INC$11.9M0.07%28,009CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$11.9M0.07%73,179CommonSOLE
466313103JBLJABIL INC$11.8M0.06%44,584CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$11.8M0.06%81,611CommonSOLE
49177J102KVUEKENVUE INC$11.8M0.06%681,587CommonSOLE
852234103XYZBLOCK INC$11.6M0.06%193,092CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$11.6M0.06%256,329CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$11.5M0.06%40,991CommonSOLE
925652109VICIVICI PPTYS INC$11.5M0.06%420,471CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$11.4M0.06%190,779CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$11.4M0.06%432,419CommonSOLE
665859104NTRSNORTHERN TR CORP$11.3M0.06%81,222CommonSOLE
443510607HUBBHUBBELL INC$11.3M0.06%23,078CommonSOLE
172062101CINFCINCINNATI FINL CORP$11.3M0.06%71,774CommonSOLE
629377508NRGNRG ENERGY INC$11.2M0.06%76,511CommonSOLE
093712107BEBLOOM ENERGY CORP$11.1M0.06%82,040CommonSOLE
G6683N103NUNU HLDGS LTD$11.1M0.06%772,840CommonSOLE
G2004J103CCLCARNIVAL CORP$11.1M0.06%427,325CommonSOLE
404280406HSBCHSBC HLDGS PLC$11.0M0.06%133,889CommonSOLE
871829107SYYSYSCO CORP$11.0M0.06%154,576CommonSOLE
682189105ONON SEMICONDUCTOR CORP$10.8M0.06%174,865CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10.8M0.06%46,821CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$10.8M0.06%690,059CommonSOLE
22822V101CCICROWN CASTLE INC$10.8M0.06%132,707CommonSOLE
336433107FSLRFIRST SOLAR INC$10.8M0.06%54,521CommonSOLE
46266C105IQVIQVIA HLDGS INC$10.7M0.06%62,825CommonSOLE
744320102PRUPRUDENTIAL FINL INC$10.6M0.06%108,852CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$10.6M0.06%105,849CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$10.6M0.06%69,459CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$10.6M0.06%60,522CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$10.5M0.06%53,550CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10.3M0.06%57,485CommonSOLE
23331A109DHID R HORTON INC$10.3M0.06%75,253CommonSOLE
570535104MKLMARKEL GROUP INC$10.3M0.06%5,365CommonSOLE
427866108HSYHERSHEY CO$10.2M0.06%49,185CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$10.2M0.06%151,502CommonSOLE
876030107TPRTAPESTRY INC$10.1M0.06%71,393CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$10.0M0.05%474,561CommonSOLE
771049103RBLXROBLOX CORP$10.0M0.05%176,087CommonSOLE
518613203LAURLAUREATE ED INC$9.9M0.05%284,066CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$9.9M0.05%72,513CommonSOLE
30040W108ESEVERSOURCE ENERGY$9.8M0.05%140,935CommonSOLE
540424108LLOEWS CORP$9.7M0.05%90,959CommonSOLE
594972408MSTRSTRATEGY INC$9.7M0.05%77,484CommonSOLE
303250104FICOFAIR ISAAC CORP$9.6M0.05%9,018CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$9.5M0.05%144,866CommonSOLE
125269100CFCF INDUSTRIES HOLD$9.5M0.05%73,033CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9.4M0.05%48,167CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$9.4M0.05%15,558CommonSOLE
50212V100LPLALPL FINL HLDGS INC$9.4M0.05%31,090CommonSOLE
632307104NTRANATERA INC$9.3M0.05%46,612CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9.2M0.05%129,519CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$9.2M0.05%84,463CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$9.2M0.05%135,470CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$9.1M0.05%97,935CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$9.1M0.05%46,589CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$9.1M0.05%148,436CommonSOLE
681919106OMCOMNICOM GROUP INC$9.1M0.05%120,511CommonSOLE
55024U109LITELUMENTUM HLDGS INC$9.0M0.05%12,840CommonSOLE
G8473T100STESTERIS PLC$9.0M0.05%40,707CommonSOLE
90384S303ULTAULTA BEAUTY INC$9.0M0.05%17,161CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$9.0M0.05%197,585CommonSOLE
98138H101WDAYWORKDAY INC$9.0M0.05%68,893CommonSOLE
504922105LHLABCORP HOLDINGS INC$8.9M0.05%33,444CommonSOLE
217204106CPRTCOPART INC$8.9M0.05%268,126CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$8.8M0.05%184,212CommonSOLE
256746108DLTRDOLLAR TREE INC$8.8M0.05%80,538CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$8.8M0.05%336,320CommonSOLE
679295105OKTAOKTA INC$8.7M0.05%111,062CommonSOLE
252131107DXCMDEXCOM INC$8.7M0.05%138,593CommonSOLE
294429105EFXEQUIFAX INC$8.6M0.05%47,764CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$8.6M0.05%65,207CommonSOLE
92343E102VRSNVERISIGN INC$8.5M0.05%34,234CommonSOLE
09062X103BIIBBIOGEN INC$8.5M0.05%46,370CommonSOLE
773121108RKLBROCKET LAB CORP$8.5M0.05%131,841CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$8.5M0.05%6,707CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8.4M0.05%93,517CommonSOLE
969904101WSMWILLIAMS SONOMA INC$8.4M0.05%46,185CommonSOLE
337738108FISVFISERV INC$8.4M0.05%150,610CommonSOLE
92338C103VLTOVERALTO CORP$8.4M0.05%95,006CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$8.4M0.05%108,953CommonSOLE
745867101PHMPULTE GROUP INC$8.4M0.05%71,138CommonSOLE
941848103WATWATERS CORP$8.3M0.05%28,038CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$8.3M0.05%103,713CommonSOLE
260557103DOWDOW HLDGS INC$8.2M0.04%197,433CommonSOLE
922475108VEEVVEEVA SYS INC$8.2M0.04%46,763CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8.2M0.04%28,249CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$8.2M0.04%112,457CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$8.2M0.04%95,900CommonSOLE
64110D104NTAPNETAPP INC$8.2M0.04%79,624CommonSOLE
695156109PKGPACKAGING CORP AMER$8.2M0.04%38,412CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$8.1M0.04%49,360CommonSOLE
704326107PAYXPAYCHEX INC$8.0M0.04%86,549CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7.9M0.04%41,876CommonSOLE
084423102WRBBERKLEY W R CORP$7.9M0.04%119,735CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$7.9M0.04%87,892CommonSOLE
74743L100QQNITY ELECTRONICS INC$7.9M0.04%68,548CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$7.9M0.04%45,951CommonSOLE
69370C100PTCPTC INC$7.9M0.04%55,185CommonSOLE
90138F102TWLOTWILIO INC$7.8M0.04%62,050CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$7.8M0.04%13,127CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$7.7M0.04%194,110CommonSOLE
219948106CPAYCORPAY INC$7.7M0.04%26,423CommonSOLE
115236101BROBROWN & BROWN INC$7.7M0.04%117,770CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7.6M0.04%79,272CommonSOLE
N00985106AERAERCAP HOLDINGS NV$7.6M0.04%55,568CommonSOLE
493267108KEYKEYCORP$7.6M0.04%379,215CommonSOLE
749685103RPMRPM INTL INC$7.6M0.04%76,109CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$7.5M0.04%66,152CommonSOLE
759509102RSRELIANCE INC$7.5M0.04%24,747CommonSOLE
315616102FFIVF5 INC$7.4M0.04%25,526CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.4M0.04%81,350CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$7.4M0.04%300,962CommonSOLE
444859102HUMHUMANA INC$7.3M0.04%42,178CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$7.3M0.04%44,849CommonSOLE
74624M102PEVERPURE INC$7.2M0.04%122,150CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$7.2M0.04%152,950CommonSOLE
833034101SNASNAP ON INC$7.2M0.04%19,751CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$7.2M0.04%50,086CommonSOLE
G0260P102ASAMER SPORTS INC$7.1M0.04%216,400CommonSOLE
60937P106MDBMONGODB INC$7.1M0.04%29,099CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$7.1M0.04%3,778CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$7.1M0.04%444,854CommonSOLE
693506107PPGPPG INDS INC$7.1M0.04%66,084CommonSOLE
452327109ILMNILLUMINA INC$7.0M0.04%57,030CommonSOLE
19247G107COHRCOHERENT CORP$7.0M0.04%29,200CommonSOLE
29362U104ENTGENTEGRIS INC$6.9M0.04%58,554CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6.8M0.04%27,257CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$6.8M0.04%19,733CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$6.7M0.04%31,845CommonSOLE
72352L106PINSPINTEREST INC$6.7M0.04%365,105CommonSOLE
29476L107EQREQUITY RESIDENTIAL$6.7M0.04%112,928CommonSOLE
058498106BALLBALL CORP$6.6M0.04%112,069CommonSOLE
12514G108CDWCDW CORP$6.6M0.04%54,721CommonSOLE
G7S00T104PNRPENTAIR PLC$6.6M0.04%75,297CommonSOLE
526057104LENLENNAR CORP$6.6M0.04%75,484CommonSOLE
G4R20B107INTRINTER & CO INC$6.5M0.04%821,500CommonSOLE
22160N109CSGPCOSTAR GROUP INC$6.5M0.04%161,654CommonSOLE
45167R104IEXIDEX CORP$6.5M0.04%34,175CommonSOLE
122017106BURLBURLINGTON STORES INC$6.5M0.04%19,853CommonSOLE
45784P101PODDINSULET CORP$6.3M0.03%29,981CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$6.3M0.03%41,876CommonSOLE
78467J100SSNCSS&C TECH HLDGS$6.2M0.03%91,437CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$6.2M0.03%76,634CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$6.1M0.03%67,559CommonSOLE
H11356104BGBUNGE GLOBAL SA$6.1M0.03%47,638CommonSOLE
98980G102ZSZSCALER INC$6.1M0.03%43,168CommonSOLE
297178105ESSESSEX PPTY TR INC$6.1M0.03%25,012CommonSOLE
866674104SUISUN CMNTYS INC$6.1M0.03%48,053CommonSOLE
518439104ELLAUDER ESTEE COS INC$6.1M0.03%84,323CommonSOLE
49446R109KIMKIMCO REALTY CORP$6.0M0.03%269,104CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$6.0M0.03%35,975CommonSOLE
902494103TSNTYSON FOODS INC$5.9M0.03%92,523CommonSOLE
G0250X149AMCRAMCOR PLC$5.9M0.03%149,053CommonSOLE
92936U109WPCWP CAREY INC$5.9M0.03%86,930CommonSOLE
892672106TWTRADEWEB MKTS INC$5.9M0.03%50,031CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$5.9M0.03%127,867CommonSOLE
216648501COOCOOPER COS INC$5.8M0.03%80,752CommonSOLE
G3223R108EGEVEREST GROUP LTD$5.7M0.03%17,543CommonSOLE
278768106SATSECHOSTAR CORP$5.7M0.03%48,877CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$5.7M0.03%55,517CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$5.6M0.03%60,181CommonSOLE
142339100CSLCARLISLE COS INC$5.6M0.03%16,916CommonSOLE
655663102NDSNNORDSON CORP$5.6M0.03%21,103CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.6M0.03%42,374CommonSOLE
89400J107TRUTRANSUNION$5.5M0.03%79,547CommonSOLE
443573100HUBSHUBSPOT INC$5.5M0.03%22,460CommonSOLE
384109104GGGGRACO INC$5.5M0.03%64,732CommonSOLE
775711104ROLROLLINS INC$5.4M0.03%101,331CommonSOLE
04626A103ALABASTERA LABS INC$5.4M0.03%49,352CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.4M0.03%35,157CommonSOLE
460146103IPINTERNATIONAL PAPER CO$5.4M0.03%150,251CommonSOLE
36467J108GLPIGAMING & LEISURE P$5.4M0.03%120,871CommonSOLE
46187W107INVHINVITATION HOMES INC$5.3M0.03%214,931CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$5.3M0.03%98,882CommonSOLE
15135B101CNCCENTENE CORP DEL$5.3M0.03%161,698CommonSOLE
500754106KHCKRAFT HEINZ CO$5.3M0.03%234,621CommonSOLE
370334104GISGENERAL MILLS INC$5.3M0.03%141,510CommonSOLE
758849103REGREGENCY CTRS CORP$5.2M0.03%69,348CommonSOLE
75734B100RDDTREDDIT INC$5.2M0.03%38,932CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$5.2M0.03%33,632CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$5.2M0.03%24,152CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$5.2M0.03%21,241CommonSOLE
372460105GPCGENUINE PARTS CO$5.2M0.03%49,082CommonSOLE
366651107ITGARTNER INC$5.2M0.03%32,588CommonSOLE
34959J108FTVFORTIVE CORP$5.1M0.03%93,140CommonSOLE
574599106MASMASCO CORP$5.1M0.03%84,969CommonSOLE
053611109AVYAVERY DENNISON CORP$5.0M0.03%29,144CommonSOLE
14316J108CGCARLYLE GROUP INC$5.0M0.03%103,696CommonSOLE
00766T100ACMAECOM$5.0M0.03%58,738CommonSOLE
31620R303FNFFIDELITY NATL FINL INC$5.0M0.03%107,233CommonSOLE
40434L105HPQHP INC$5.0M0.03%258,752CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$4.8M0.03%23,024CommonSOLE
380237107GDDYGODADDY INC$4.8M0.03%57,898CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$4.8M0.03%128,641CommonSOLE
189054109CLXCLOROX CO DEL$4.7M0.03%45,784CommonSOLE
45337C102INCYINCYTE CORP$4.7M0.03%50,314CommonSOLE
37940X102GPNGLOBAL PMTS INC$4.7M0.03%70,326CommonSOLE
668771108GENGEN DIGITAL INC$4.7M0.03%251,222CommonSOLE
526107107LIILENNOX INTL INC$4.7M0.03%10,192CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$4.7M0.03%23,681CommonSOLE
G0176J109ALLEALLEGION PLC$4.6M0.03%31,740CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$4.6M0.02%199,963CommonSOLE
422806109HEIHEICO CORP NEW$4.4M0.02%16,216CommonSOLE
H2927K103AMRZAMRIZE LTD$4.4M0.02%78,628CommonSOLE
086516101BBYBEST BUY INC$4.4M0.02%68,552CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4.4M0.02%267,146CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$4.3M0.02%93,439CommonSOLE
579780206MKCMCCORMICK & CO INC$4.2M0.02%83,113CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$4.2M0.02%84,019CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$4.1M0.02%26,005CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4.0M0.02%268,677CommonSOLE
G3265R107APTVAPTIV PLC$4.0M0.02%58,111CommonSOLE
049468101TEAMATLASSIAN CORPORATION$4.0M0.02%59,057CommonSOLE
247361702DALDELTA AIR LINES INC$4.0M0.02%60,230CommonSOLE
422806208HEI/AHEICO CORP NEW$4.0M0.02%18,842CommonSOLE
62944T105NVRNVR INC$4.0M0.02%603CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3.9M0.02%10,789CommonSOLE
888787108TOSTTOAST INC$3.9M0.02%145,779CommonSOLE
77311W101RKTROCKET COS INC$3.9M0.02%270,467CommonSOLE
580589109MGRCMCGRATH RENTCORP$3.8M0.02%34,266CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$3.7M0.02%171,492CommonSOLE
35137L204FOXFOX CORP$3.7M0.02%69,645CommonSOLE
79589L106IOTSAMSARA INC$3.7M0.02%115,219CommonSOLE
832696405SJMSMUCKER J M CO$3.6M0.02%37,680CommonSOLE

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.