MondegarAI
Harvest Fund Management Co., Ltd

Q2 2024 · 13F-HR

Harvest Fund Management Co., Ltdholdings as filed

Filed 2024-08-08 · accession 0001694126-24-000005

$1.38B
Reported value
639
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 639

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$103.7M7.51%840,675CommonSOLE
594918104MSFTMicrosoft Corp$96.1M6.96%215,189CommonSOLE
037833100AAPLApple Inc$79.8M5.77%379,424CommonSOLE
722304102PDDPinduoduo Inc$77.7M5.62%584,945CommonSOLE
023135106AMZNAmazon.com Inc$56.8M4.11%293,908CommonSOLE
11135F101AVGOBroadcom Inc$51.3M3.71%31,938CommonSOLE
30303M102METAMeta Platforms Inc$46.8M3.39%92,914CommonSOLE
02079K305GOOGLAlphabet Inc$45.7M3.30%250,873CommonSOLE
874080104TALTAL Education Group$40.1M2.90%3,759,687CommonSOLE
007903107AMDAdvanced Micro Devices Inc$21.8M1.58%134,257CommonSOLE
88160R101TSLATesla Inc$21.6M1.56%109,243CommonSOLE
647581206EDUNew Oriental Education & Techn$20.6M1.49%264,420CommonSOLE
747525103QCOMQUALCOMM Inc$20.0M1.44%100,280CommonSOLE
22160K105COSTCostco Wholesale Corp$19.4M1.40%22,804CommonSOLE
02079K107GOOGAlphabet Inc$17.8M1.29%97,297CommonSOLE
874039100TSMTSMC$17.8M1.29%102,172CommonSOLE
512807108LRCXEURLam Research Corp$17.4M1.26%16,332CommonSOLE
N07059210ASMLASML Holding NV$16.8M1.21%16,395CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$16.6M1.20%230,900CommonSOLE
532457108LLYEli Lilly & Co$15.9M1.15%17,528CommonSOLE
36257Y109GOTUGaotu Techedu Inc$15.5M1.12%3,173,915CommonSOLE
64110L106NFLXNetflix Inc$15.3M1.11%22,663CommonSOLE
595112103MUMicron Technology Inc$14.3M1.03%108,718CommonSOLE
573874104MRVLMarvell Technology Inc$12.8M0.93%183,652CommonSOLE
00724F101ADBEAdobe Inc$10.6M0.77%19,064CommonSOLE
038222105AMATApplied Materials Inc$10.5M0.76%44,296CommonSOLE
46267X108IQiQIYI Inc$10.4M0.75%2,832,684CommonSOLE
871607107SNPSSynopsys Inc$10.0M0.73%16,884CommonSOLE
482497104BEKEKE Holdings Inc$9.8M0.71%696,604CommonSOLE
038644103GIGACLOUD TECHNOLOGY INC$9.2M0.67%302,950CommonSOLE
46120E602ISRGIntuitive Surgical Inc$7.8M0.56%17,425CommonSOLE
609839105MPWRMonolithic Power Systems Inc$7.2M0.52%8,740CommonSOLE
713448108PEPPepsiCo Inc$6.9M0.50%41,600CommonSOLE
872590104TMUST-Mobile US Inc$6.9M0.50%38,949CommonSOLE
09857L108BKNGBooking Holdings Inc$6.5M0.47%1,650CommonSOLE
48553T106BZKanzhun Ltd$6.5M0.47%343,385CommonSOLE
482480100KLACKLA Corp$6.4M0.46%7,777CommonSOLE
G5494J103Linde PLC$6.4M0.46%14,546CommonSOLE
461202103INTUIntuit Inc$6.4M0.46%9,679CommonSOLE
032095101APHAmphenol Corp$6.3M0.46%93,699CommonSOLE
458140100INTCIntel Corp$6.2M0.45%198,814CommonSOLE
89677Q107TCOMTrip.com Group Ltd$6.1M0.44%129,403CommonSOLE
031162100AMGNAmgen Inc$5.9M0.43%18,972CommonSOLE
17275R102CSCOCisco Systems Inc/Delaware$5.8M0.42%121,909CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$5.6M0.41%12,019CommonSOLE
882508104TXNTexas Instruments Inc$5.5M0.40%28,520CommonSOLE
88034P109TMETencent Music Entertainment Gr$5.4M0.39%386,061CommonSOLE
92537N108VRTVertiv Holdings Co$5.3M0.38%61,283CommonSOLE
697435105PANWPalo Alto Networks Inc$4.8M0.35%14,296CommonSOLE
20030N101CMCSAComcast Corp$4.6M0.34%118,441CommonSOLE
36118L106FUTUFutu Holdings Ltd$4.4M0.32%67,370CommonSOLE
21037T109CEGConstellation Energy Corp$4.4M0.32%21,813CommonSOLE
35969L108YMMFull Truck Alliance Co Ltd$4.3M0.31%539,857CommonSOLE
78463V107GLDSPDR Gold Shares$4.3M0.31%19,912CommonSOLE
438516106HONHoneywell International Inc$4.2M0.30%19,704CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$4.2M0.30%10,976CommonSOLE
464285204IAUISHARES GOLD TR$4.1M0.29%92,584CommonSOLE
00326A104SGOLAberdeen Standard Physical Gol$4.1M0.29%182,375CommonSOLE
24703L202DELLDell Technologies Inc$4.0M0.29%28,967CommonSOLE
92763W103VIPSVipshop Holdings Ltd$3.9M0.28%296,145CommonSOLE
127387108CDNSCadence Design Systems Inc$3.7M0.27%12,041CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$3.6M0.26%3,471CommonSOLE
032654105ADIAnalog Devices Inc$3.5M0.26%15,484CommonSOLE
052769106ADSKAutodesk Inc$3.3M0.24%13,398CommonSOLE
00287Y109ABBVAbbVie Inc$3.3M0.24%19,282CommonSOLE
375558103GILDGilead Sciences Inc$3.1M0.22%45,301CommonSOLE
056752108BIDUBaidu Inc$3.1M0.22%35,600CommonSOLE
91232N207USOUnited States Oil Fund LP$3.1M0.22%38,627CommonSOLE
91167Q100BNOUnited States Brent Oil Fund L$3.1M0.22%95,629CommonSOLE
880770102TERTeradyne Inc$3.1M0.22%20,594CommonSOLE
053015103ADPAutomatic Data Processing Inc$3.0M0.22%12,526CommonSOLE
670100205NVONovo Nordisk A/S$3.0M0.21%20,803CommonSOLE
031652100AMKRAmkor Technology Inc$3.0M0.21%73,792CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$2.9M0.21%3,581CommonSOLE
N6596X109NXPINXP Semiconductors NV$2.9M0.21%10,721CommonSOLE
743315103PGRProgressive Corp/The$2.9M0.21%13,767CommonSOLE
172908105CTASCintas Corp$2.8M0.20%4,022CommonSOLE
040413106ANETEURArista Networks Inc$2.8M0.20%7,965CommonSOLE
855244109SBUXStarbucks Corp$2.8M0.20%35,510CommonSOLE
369604301GEGeneral Electric Co$2.7M0.20%17,025CommonSOLE
609207105MDLZMondelez International Inc$2.7M0.19%40,589CommonSOLE
58733R102MELIMercadoLibre Inc$2.6M0.19%1,600CommonSOLE
629377508NRGNRG ENERGY INC$2.6M0.19%33,218CommonSOLE
571903202MARMarriott International Inc/MD$2.6M0.19%10,686CommonSOLE
169656105CMGChipotle Mexican Grill Inc$2.4M0.17%37,950CommonSOLE
92826C839VVisa Inc$2.3M0.17%8,927CommonSOLE
64110D104NTAPNetApp Inc$2.3M0.17%17,973CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$2.3M0.16%2,130CommonSOLE
68389X105ORCLOracle Corp$2.2M0.16%15,740CommonSOLE
872540109TJXTJX Cos Inc/The$2.2M0.16%20,048CommonSOLE
88339J105TTDTrade Desk Inc/The$2.2M0.16%22,490CommonSOLE
90353T100UBERUber Technologies Inc$2.2M0.16%30,130CommonSOLE
009066101ABNBAirbnb Inc$2.1M0.16%14,168CommonSOLE
217204106CPRTCopart Inc$2.1M0.15%39,413CommonSOLE
57636Q104MAMastercard Inc$2.1M0.15%4,709CommonSOLE
G29183103ETNEaton Corp PLC$2.0M0.15%6,478CommonSOLE
25278X109FANGDiamondback Energy Inc$2.0M0.15%10,090CommonSOLE
92840M102VSTVistra Corp$2.0M0.15%23,316CommonSOLE
92345Y106VRSKVerisk Analytics Inc$2.0M0.14%7,393CommonSOLE
126408103CSXCSX Corp$2.0M0.14%59,155CommonSOLE
79466L302CRMsalesforce.com Inc$1.9M0.14%7,501CommonSOLE
29084Q100EMEEMCOR Group Inc$1.9M0.14%5,198CommonSOLE
70450Y103PYPLPayPal Holdings Inc$1.9M0.14%32,661CommonSOLE
778296103ROSTRoss Stores Inc$1.9M0.14%12,975CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.8M0.13%3,239CommonSOLE
437076102HDHome Depot Inc/The$1.8M0.13%5,203CommonSOLE
81762P102NOWServiceNow Inc$1.8M0.13%2,260CommonSOLE
931142103WMTWalmart Inc$1.7M0.12%24,891CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$1.7M0.12%78,337CommonSOLE
88557W101QFIN360 DigiTech Inc$1.6M0.12%82,890CommonSOLE
693718108PCARPACCAR Inc$1.6M0.12%15,860CommonSOLE
61174X109MNSTMonster Beverage Corp$1.6M0.11%31,526CommonSOLE
090040106BILIBilibili Inc$1.5M0.11%100,000CommonSOLE
172755100CRUSCirrus Logic Inc$1.5M0.11%11,965CommonSOLE
595017104MCHPMicrochip Technology Inc$1.5M0.11%16,246CommonSOLE
60770K107MRNAModerna Inc$1.4M0.10%12,163CommonSOLE
98138H101WDAYWorkday Inc$1.4M0.10%6,415CommonSOLE
91324P102UNHUnitedHealth Group Inc$1.4M0.10%2,815CommonSOLE
042068205ARMARM Holdings PLC$1.4M0.10%8,738CommonSOLE
58933Y105MRKMerck & Co Inc$1.4M0.10%11,466CommonSOLE
34959E109FTNTFortinet Inc$1.4M0.10%23,299CommonSOLE
025537101AEPAmerican Electric Power Co Inc$1.4M0.10%15,950CommonSOLE
46625H100JPMJPMorgan Chase & Co$1.4M0.10%6,799CommonSOLE
149123101CATCaterpillar Inc$1.4M0.10%4,127CommonSOLE
046353108AZNNAstraZeneca PLC$1.4M0.10%17,620CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$1.4M0.10%41,019CommonSOLE
252131107DXCMDexcom Inc$1.4M0.10%12,034CommonSOLE
23918K108DVADaVita Inc$1.4M0.10%9,743CommonSOLE
16119P108CHTRCharter Communications Inc$1.3M0.10%4,513CommonSOLE
25809K105DASHDoorDash Inc$1.3M0.10%12,359CommonSOLE
380237107GDDYGODADDY INC$1.3M0.09%9,380CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$1.3M0.09%35,000CommonSOLE
L8681T102SPOTSpotify Technology SA$1.3M0.09%4,152CommonSOLE
704326107PAYXPaychex Inc$1.3M0.09%10,892CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$1.3M0.09%2,638CommonSOLE
15101Q207CLSCELESTICA INC$1.2M0.09%21,621CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$1.2M0.09%2CommonSOLE
G8994E103TTTrane Technologies PLC$1.2M0.09%3,718CommonSOLE
23804L103DDOGDatadog Inc$1.2M0.09%9,334CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$1.2M0.09%2,646CommonSOLE
500754106KHCKraft Heinz Co/The$1.2M0.09%36,744CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$1.2M0.08%2,870CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1.2M0.08%6,575CommonSOLE
03769M106APOApollo Global Management Inc$1.2M0.08%9,763CommonSOLE
98980G102ZSZscaler Inc$1.1M0.08%5,968CommonSOLE
913903100UHSUniversal Health Services Inc$1.1M0.08%6,202CommonSOLE
620076307MSIMotorola Solutions Inc$1.1M0.08%2,963CommonSOLE
830879102SKYWSkyWest Inc$1.1M0.08%13,715CommonSOLE
285512109EAElectronic Arts Inc$1.1M0.08%8,060CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$1.1M0.08%14,393CommonSOLE
03831W108APPAppLovin Corp$1.1M0.08%13,465CommonSOLE
58155Q103MCKMcKesson Corp$1.1M0.08%1,893CommonSOLE
550021109LULULululemon Athletica Inc$1.1M0.08%3,656CommonSOLE
311900104FASTFastenal Co$1.1M0.08%17,325CommonSOLE
36828A101GEVGE VERNOVA LLC$1.1M0.08%6,303CommonSOLE
025816109AXPAmerican Express Co$1.1M0.08%4,645CommonSOLE
101137107BSXBoston Scientific Corp$1.1M0.08%13,885CommonSOLE
05722G100BKRBaker Hughes Co$1.1M0.08%30,199CommonSOLE
30161N101EXCExelon Corp$1.0M0.08%30,260CommonSOLE
974155103WINGWingstop Inc$1.0M0.07%2,446CommonSOLE
05278C107ATHMAutohome Inc$1.0M0.07%37,513CommonSOLE
192446102CTSHCognizant Technology Solutions$1.0M0.07%15,045CommonSOLE
09062X103BIIBBiogen Inc$1.0M0.07%4,406CommonSOLE
682189105ONON Semiconductor Corp$1.0M0.07%14,859CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$1.0M0.07%13,945CommonSOLE
278865100ECLEcolab Inc$1.0M0.07%4,243CommonSOLE
443201108HWMHowmet Aerospace Inc$1.0M0.07%12,986CommonSOLE
949746101WMT2Wells Fargo & Co$984,0000.07%16,566CommonSOLE
48251W104KKRKKR & Co Inc$983,0000.07%9,322CommonSOLE
46284V101IRMIron Mountain Inc$973,0000.07%10,866CommonSOLE
828806109SPGSimon Property Group Inc$953,0000.07%6,278CommonSOLE
803054204SAPSAP SE$951,0000.07%4,713CommonSOLE
00138L108REREATRENEW INC$944,0000.07%400,000CommonSOLE
06683N103NU HLDGS LTD$941,0000.07%72,969CommonSOLE
74624M102PPure Storage Inc$940,0000.07%14,651CommonSOLE
G48833118WFRDWeatherford International PLC$939,0000.07%7,670CommonSOLE
12514G108CDWCDW Corp/DE$929,0000.07%4,151CommonSOLE
22160N109CSGPCoStar Group Inc$917,0000.07%12,361CommonSOLE
69608A108PLTRPalantir Technologies Inc$916,0000.07%36,164CommonSOLE
98389B100XELXcel Energy Inc$898,0000.06%16,813CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$898,0000.06%5,632CommonSOLE
50212V100LPLALPL Financial Holdings Inc$894,0000.06%3,203CommonSOLE
227046109CROXCrocs Inc$893,0000.06%6,120CommonSOLE
85208M102SFMSprouts Farmers Market Inc$886,0000.06%10,594CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$858,0000.06%8,501CommonSOLE
G06242104Atlassian Corp PLC$853,0000.06%4,822CommonSOLE
03662Q105AKXANSYS Inc$849,0000.06%2,642CommonSOLE
G39387108GFSGLOBALFOUNDRIES Inc$843,0000.06%16,690CommonSOLE
95040Q104WELLWelltower Inc$821,0000.06%7,867CommonSOLE
26614N102DDDuPont de Nemours Inc$811,0000.06%10,077CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$809,0000.06%3,707CommonSOLE
874054109TTWOTake-Two Interactive Software$806,0000.06%5,186CommonSOLE
87612G101TRGPTarga Resources Corp$797,0000.06%6,189CommonSOLE
G7945M107STXNSeagate Technology Holdings PL$788,0000.06%7,634CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$772,0000.06%5,298CommonSOLE
253393102DKSDick's Sporting Goods Inc$760,0000.05%3,538CommonSOLE
683344105ONTOOnto Innovation Inc$754,0000.05%3,437CommonSOLE
03730V105FTAI AVIATION LTD$749,0000.05%7,268CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$736,0000.05%9,721CommonSOLE
626755102MUSAMurphy USA Inc$733,0000.05%1,561CommonSOLE
88033G407THCTenet Healthcare Corp$723,0000.05%5,439CommonSOLE
88579Y101MMM3M Co$721,0000.05%7,057CommonSOLE
099502106BAHBooz Allen Hamilton Holding Co$714,0000.05%4,644CommonSOLE
358039105FRPTFreshpet Inc$710,0000.05%5,492CommonSOLE
256746108DLTRDollar Tree Inc$705,0000.05%6,601CommonSOLE
21871X109CRBGCorebridge Financial Inc$705,0000.05%24,202CommonSOLE
25754A201DPZDomino's Pizza Inc$689,0000.05%1,333CommonSOLE
91913Y100VLOValero Energy Corp$668,0000.05%4,260CommonSOLE
05550J101BJBJ's Wholesale Club Holdings I$661,0000.05%7,529CommonSOLE
191098102COKECoca-Cola Consolidated Inc$660,0000.05%608CommonSOLE
09260D107BXBlackstone Inc$644,0000.05%5,202CommonSOLE
84265V105SCCOSouthern Copper Corp$640,0000.05%5,939CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$640,0000.05%661CommonSOLE
62914V106NIONIO Inc$628,0000.05%150,856CommonSOLE
303250104FICOFair Isaac Corp$607,0000.04%408CommonSOLE
253868103DLRDigital Realty Trust Inc$606,0000.04%3,987CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$601,0000.04%4,347CommonSOLE
204166102CVLTCommVault Systems Inc$567,0000.04%4,670CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$564,0000.04%1,371CommonSOLE
808513105SCHWCharles Schwab Corp/The$558,0000.04%7,571CommonSOLE
60937P106MDBMongoDB Inc$554,0000.04%2,220CommonSOLE
40412C101HCAHCA Healthcare Inc$554,0000.04%1,725CommonSOLE
46591M109JOYYJOYY Inc$553,0000.04%18,375CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$552,0000.04%2,441CommonSOLE
934423104WBDWarner Bros Discovery Inc$552,0000.04%74,145CommonSOLE
422806208HEI/AHEICO Corp$551,0000.04%3,107CommonSOLE
199908104FIXComfort Systems USA Inc$546,0000.04%1,793CommonSOLE
72352L106PINSPinterest Inc$531,0000.04%12,046CommonSOLE
384802104GWWWW Grainger Inc$530,0000.04%588CommonSOLE
459200101IBMIBM$526,0000.04%3,043CommonSOLE
452327109ILMNIllumina Inc$503,0000.04%4,820CommonSOLE
443573100HUBSHubSpot Inc$502,0000.04%852CommonSOLE
267475101DYDycom Industries Inc$483,0000.03%2,868CommonSOLE
G3323L100FNFABRINET$477,0000.03%1,950CommonSOLE
56501R106MFCMANULIFE FINL CORP$472,0000.03%17,739CommonSOLE
94106L109WMWaste Management Inc$472,0000.03%2,213CommonSOLE
219350105GLWCorning Inc$469,0000.03%12,084CommonSOLE
562750109MANHManhattan Associates Inc$468,0000.03%1,898CommonSOLE
053484101AVBAvalonBay Communities Inc$460,0000.03%2,226CommonSOLE
751212101RLRalph Lauren Corp$455,0000.03%2,602CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$454,0000.03%22,514CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$448,0000.03%2,607CommonSOLE
109696104BCOBrink's Co/The$442,0000.03%4,324CommonSOLE
632307104NTRANatera Inc$441,0000.03%4,077CommonSOLE
548661107LOWLowe's Cos Inc$439,0000.03%1,993CommonSOLE
020002101ALLALLSTATE CORP$437,0000.03%2,741CommonSOLE
70805E109PNTGPENNANT GROUP INC$429,0000.03%18,449CommonSOLE
576323109MTZMasTec Inc$424,0000.03%3,966CommonSOLE
M98068105WIXWix.com Ltd$422,0000.03%2,654CommonSOLE
26856L103ELFelf Beauty Inc$419,0000.03%1,983CommonSOLE
72147K108PPCPilgrim's Pride Corp$415,0000.03%10,793CommonSOLE
893641100TDGTransDigm Group Inc$414,0000.03%324CommonSOLE
H1467J104CBChubb Ltd$412,0000.03%1,617CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$406,0000.03%22,899CommonSOLE
889478103TOLToll Brothers Inc$404,0000.03%3,514CommonSOLE
115236101BROBrown & Brown Inc$404,0000.03%4,522CommonSOLE
806857108SLBSchlumberger Ltd$397,0000.03%8,405CommonSOLE
060505104BACBank of America Corp$397,0000.03%9,984CommonSOLE
888787108TOSTTOAST IN$392,0000.03%15,241CommonSOLE
74762E102QUREQuanta Services Inc$391,0000.03%1,539CommonSOLE
892356106TSCOTractor Supply Co$386,0000.03%1,431CommonSOLE
948596101WBWeibo Corp$385,0000.03%50,243CommonSOLE
87165B103SYFSynchrony Financial$384,0000.03%8,138CommonSOLE
88162G103TTEKTetra Tech Inc$383,0000.03%1,873CommonSOLE
830566105SKAASkechers USA Inc$378,0000.03%5,471CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$376,0000.03%1,180CommonSOLE
750491102RDNTRADNET INC$375,0000.03%6,367CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$369,0000.03%2,303CommonSOLE
191216100KOCoca-Cola Co/The$366,0000.03%5,747CommonSOLE
172967424CCitigroup Inc$363,0000.03%5,723CommonSOLE
744320102PRUPrudential Financial Inc$359,0000.03%3,063CommonSOLE
291011104EMREmerson Electric Co$352,0000.03%3,197CommonSOLE
053332102AZOAutoZone Inc$349,0000.03%118CommonSOLE
42226A107HQYHealthEquity Inc$343,0000.02%3,988CommonSOLE
48666K109KBHKB HOME$342,0000.02%4,873CommonSOLE
337738108FISVFISERV INC$341,0000.02%2,286CommonSOLE
75513E101RTXRaytheon Technologies Corp$340,0000.02%3,389CommonSOLE
29261A100EHCEncompass Health Corp$338,0000.02%3,942CommonSOLE
35671D857FCXFreeport-McMoRan Inc$338,0000.02%6,946CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$332,0000.02%18,837CommonSOLE
745867101PHMPulteGroup Inc$323,0000.02%2,936CommonSOLE
142339100CSLCarlisle Cos Inc$318,0000.02%785CommonSOLE
40171V100GWREGuidewire Software Inc$317,0000.02%2,303CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$316,0000.02%26,105CommonSOLE
859241101STRLSterling Infrastructure Inc$315,0000.02%2,667CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$315,0000.02%10,476CommonSOLE
Y2573F102FLEXFLEX LTD$315,0000.02%10,688CommonSOLE
883556102TMOThermo Fisher Scientific Inc$314,0000.02%568CommonSOLE
969904101WSMWilliams-Sonoma Inc$312,0000.02%1,102CommonSOLE
594972408MSTRMicroStrategy Inc$311,0000.02%226CommonSOLE
224399105Crane Co$310,0000.02%2,140CommonSOLE
G1151C101ACNAccenture PLC$309,0000.02%1,020CommonSOLE
565849106MRO*Marathon Oil Corp$307,0000.02%10,722CommonSOLE
416515104HIGHartford Financial Services Gr$306,0000.02%3,046CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$304,0000.02%4,031CommonSOLE
464287523SOXXISHARES SEMICDTR$303,0000.02%1,227CommonSOLE
501044101KRKroger Co/The$297,0000.02%5,946CommonSOLE
28176E108EWEdwards Lifesciences Corp$294,0000.02%3,184CommonSOLE
717081103PFEPfizer Inc$292,0000.02%10,445CommonSOLE
M7516K103NVMINOVA LTD$285,0000.02%1,219CommonSOLE
46090E103QQQINVESCO QQQ TR$281,0000.02%587CommonSOLE
29452E101EQHEquitable Holdings Inc$281,0000.02%6,894CommonSOLE
98850P109YUMCYum China Holdings Inc$276,0000.02%8,937CommonSOLE
62944T105NVRNVR Inc$274,0000.02%36CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$271,0000.02%3,571CommonSOLE
37045V100GMGeneral Motors Co$270,0000.02%5,806CommonSOLE
125523100CICigna Corp$266,0000.02%806CommonSOLE
742718109PGProcter & Gamble Co/The$265,0000.02%1,607CommonSOLE
969457100WMBWILLIAMS COS INC$261,0000.02%6,140CommonSOLE
929740108WABWestinghouse Air Brake Technol$260,0000.02%1,648CommonSOLE
83200N103SMARGBPSmartsheet Inc$257,0000.02%5,825CommonSOLE
695156109PKGPACKAGING CORP AMER$256,0000.02%1,401CommonSOLE
68622V106OGNOrganon & Co$252,0000.02%12,181CommonSOLE
761152107RMDResMed Inc$250,0000.02%1,306CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$249,0000.02%2,086CommonSOLE
76954A103RIVNRivian Automotive Inc$248,0000.02%18,511CommonSOLE
G6700G107NVTnVent Electric PLC$246,0000.02%3,222CommonSOLE
860630102SFStifel Financial Corp$245,0000.02%2,915CommonSOLE
682680103OKEONEOK Inc$240,0000.02%2,949CommonSOLE
69047Q102OVVOvintiv Inc$235,0000.02%5,017CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$230,0000.02%1,318CommonSOLE
088929104BGCBGC Group Inc$229,0000.02%27,655CommonSOLE
148806102CTLTEURCatalent Inc$228,0000.02%4,061CommonSOLE
959802109WUWestern Union Co/The$227,0000.02%18,589CommonSOLE
592688105MTDMettler-Toledo International I$227,0000.02%162CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$225,0000.02%2,686CommonSOLE
40434L105HPQHP Inc$222,0000.02%6,341CommonSOLE
093671105HRBH&R Block Inc$219,0000.02%4,043CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$218,0000.02%2,721CommonSOLE
23345M107DTMDT Midstream Inc$216,0000.02%3,048CommonSOLE
49456B101KMIKinder Morgan Inc$214,0000.02%10,784CommonSOLE
127055101CBTCabot Corp$214,0000.02%2,325CommonSOLE
H2906T109GRMNGarmin Ltd$214,0000.02%1,316CommonSOLE
30212P303EXPEExpedia Group Inc$213,0000.02%1,692CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$212,0000.02%1,033CommonSOLE
29364G103ETRENTERGY CORP NEW$211,0000.02%1,970CommonSOLE
026874784AIGAmerican International Group I$207,0000.01%2,786CommonSOLE
45784P101PODDInsulet Corp$200,0000.01%992CommonSOLE
127190304CACICACI International Inc$200,0000.01%464CommonSOLE
29358P101ENSGENSIGN GROUP INC$199,0000.01%1,608CommonSOLE
929160109VMCVulcan Materials Co$199,0000.01%800CommonSOLE
364760108GAPGAP INC$199,0000.01%8,341CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$197,0000.01%117CommonSOLE
45841N107IBKRInteractive Brokers Group Inc$197,0000.01%1,609CommonSOLE
74144T108TROWT Rowe Price Group Inc$196,0000.01%1,703CommonSOLE
147528103CASYCASEYS GEN STORES INC$196,0000.01%514CommonSOLE
254709108DFSEURDiscover Financial Services$196,0000.01%1,501CommonSOLE
56585A102MPCMarathon Petroleum Corp$196,0000.01%1,131CommonSOLE
297178105ESSESSEX PPTY TR INC$195,0000.01%716CommonSOLE
977852102WOLF*Wolfspeed Inc$191,0000.01%8,400CommonSOLE
14040H105COFCapital One Financial Corp$190,0000.01%1,373CommonSOLE
892672106TWTradeweb Markets Inc$188,0000.01%1,775CommonSOLE
086516101BBYBest Buy Co Inc$187,0000.01%2,214CommonSOLE
500643200KFYKorn Ferry$185,0000.01%2,761CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$184,0000.01%6,109CommonSOLE
18915M107NETCloudflare Inc$178,0000.01%2,148CommonSOLE
02665T306AMHAmerican Homes 4 Rent$174,0000.01%4,688CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$174,0000.01%6,273CommonSOLE
30231G102XOMExxon Mobil Corp$170,0000.01%1,477CommonSOLE
M46528101FROFRONTLINE PLC$170,0000.01%6,585CommonSOLE
37954Y715BOTZGlobal X Robotics & Artificial$167,0000.01%5,410CommonSOLE
316773100FITBFifth Third Bancorp$160,0000.01%4,381CommonSOLE
19247G107COHRCoherent Corp$156,0000.01%2,154CommonSOLE
96145D105WRKUSDWestrock Co$154,0000.01%3,070CommonSOLE
398433102GFFGRIFFON CORP$153,0000.01%2,398CommonSOLE
346375108FORMFormFactor Inc$153,0000.01%2,525CommonSOLE
366651107ITGartner Inc$149,0000.01%332CommonSOLE
12008R107BLDRBuilders FirstSource Inc$149,0000.01%1,075CommonSOLE
03990B101ARESAres Management Corp$148,0000.01%1,109CommonSOLE
45337C102INCYINCYTE CORP$148,0000.01%2,443CommonSOLE
88262P102TPLTexas Pacific Land Corp$147,0000.01%200CommonSOLE
036752103ELVElevance Health Inc$146,0000.01%270CommonSOLE
406216101HALHalliburton Co$145,0000.01%4,290CommonSOLE
31428X106FDXFedEx Corp$144,0000.01%479CommonSOLE
55616P104MMacy's Inc$137,0000.01%7,133CommonSOLE
863667101SYKStryker Corp$134,0000.01%394CommonSOLE
907818108UNPUnion Pacific Corp$133,0000.01%586CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$131,0000.01%3,988CommonSOLE
00187Y100APGAPI Group Corp$131,0000.01%3,492CommonSOLE
97650W108WTFCWintrust Financial Corp$128,0000.01%1,302CommonSOLE
03957W106AROCArchrock Inc$128,0000.01%6,312CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$128,0000.01%609CommonSOLE
369550108GDGeneral Dynamics Corp$128,0000.01%442CommonSOLE
48203R104JNPJuniper Networks Inc$127,0000.01%3,479CommonSOLE
07831C103BRBRBELLRING BRANDS INC$127,0000.01%2,213CommonSOLE
015271109AREAlexandria Real Estate Equitie$126,0000.01%1,075CommonSOLE
46137V571PGJINVESCO EXCHANGE TRADED FD T$124,0000.01%5,588CommonSOLE
03820C105AITApplied Industrial Technologie$122,0000.01%630CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$121,0000.01%3,062CommonSOLE
980745103WWDWOODWARD INC$120,0000.01%691CommonSOLE
98419M100XYLXYLEM INC$118,0000.01%871CommonSOLE
G87110105FTITECHNIPFMC PLC$116,0000.01%4,442CommonSOLE
021369103ALTREURAltair Engineering Inc$116,0000.01%1,188CommonSOLE
16411R208LNGCheniere Energy Inc$116,0000.01%661CommonSOLE
368736104GNRCGenerac Holdings Inc$114,0000.01%864CommonSOLE
45687V106IRIngersoll Rand Inc$112,0000.01%1,231CommonSOLE
98978V103ZTSZoetis Inc$111,0000.01%640CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$111,0000.01%622CommonSOLE
277432100EMNEastman Chemical Co$111,0000.01%1,134CommonSOLE
55261F104MTBM&T Bank Corp$109,0000.01%723CommonSOLE
00108J109ACMRACM RESH INC$107,0000.01%4,621CommonSOLE
526107107LIILENNOX INTL INC$106,0000.01%198CommonSOLE
23331A109DHIDR Horton Inc$105,0000.01%749CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$105,0000.01%1,895CommonSOLE
15872M104APY1EURChampionX Corp$105,0000.01%3,163CommonSOLE
011642105ALRMALARM COM HLDGS INC$104,0000.01%1,640CommonSOLE
59522J103MAAMid-America Apartment Communit$104,0000.01%731CommonSOLE
464287648IWOISHARES TR$103,0000.01%391CommonSOLE
464287432TLTISHARES TR$102,0000.01%1,116CommonSOLE
565394103CARTMaplebear Inc$101,0000.01%3,132CommonSOLE
443510607HUBBHUBBELL INC$101,0000.01%276CommonSOLE
03783C100APPFAppfolio Inc$99,0000.01%404CommonSOLE
14575E105CARSCARS COM INC$98,0000.01%4,959CommonSOLE
146869102CVNACarvana Co$97,0000.01%754CommonSOLE
92276F100VTRVENTAS INC$96,0000.01%1,869CommonSOLE
40131M109GHGuardant Health Inc$96,0000.01%3,331CommonSOLE
122017106BURLBURLINGTON STORES INC$95,0000.01%395CommonSOLE
109194100BFAMBright Horizons Family Solutio$93,0000.01%843CommonSOLE
00206R102TAT&T Inc$93,0000.01%4,864CommonSOLE
55306N104MKSIMKS Instruments Inc$93,0000.01%711CommonSOLE
N14506104ESTCELASTIC N V$93,0000.01%816CommonSOLE
404251100HNIHNI CORP$93,0000.01%2,057CommonSOLE
46138E628KBWBInvesco KBW Bank ETF$93,0000.01%1,740CommonSOLE
92189F106GDXVanEck Gold Miners ETF/USA$92,0000.01%2,696CommonSOLE
902653104UDRUDR Inc$91,0000.01%2,202CommonSOLE
008492100ADCAGREE RLTY CORP$91,0000.01%1,471CommonSOLE
651639106NEMNewmont Corp$91,0000.01%2,172CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$90,0000.01%888CommonSOLE
701094104PHParker-Hannifin Corp$89,0000.01%176CommonSOLE
615369105MCOMoody's Corp$89,0000.01%212CommonSOLE
379577208GMEDGLOBUS MED INC$88,0000.01%1,292CommonSOLE
G4705A100ICLRICON PLC$86,0000.01%273CommonSOLE
534187109LNCLincoln National Corp$86,0000.01%2,759CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$85,0000.01%1,148CommonSOLE
26622P107DOCSDoximity Inc$85,0000.01%3,036CommonSOLE
497266106KEXKIRBY CORP$84,0000.01%705CommonSOLE
674599105OXYOccidental Petroleum Corp$83,0000.01%1,314CommonSOLE
29362U104ENTGEntegris Inc$82,0000.01%609CommonSOLE
989207105ZBRAZebra Technologies Corp$81,0000.01%261CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$81,0000.01%700CommonSOLE
89055F103BLDTopBuild Corp$79,0000.01%206CommonSOLE
983793100XPOXPO Logistics Inc$79,0000.01%743CommonSOLE
718546104PSXPhillips 66$78,0000.01%554CommonSOLE
526057104LENLennar Corp$77,0000.01%512CommonSOLE
928881101VNTVontier Corp$77,0000.01%2,006CommonSOLE
247361702DALDelta Air Lines Inc$75,0000.01%1,579CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$75,0000.01%529CommonSOLE
44951W106IESCIES HLDGS INC$74,0000.01%534CommonSOLE
703343103PATKPATRICK INDS INC$73,0000.01%670CommonSOLE
78349D107RXSTRXSIGHT INC$73,0000.01%1,210CommonSOLE
71377A103PFGCPerformance Food Group Co$72,0000.01%1,089CommonSOLE
80874P109LNWOLight & Wonder Inc$71,0000.01%682CommonSOLE
04621X108AIZAssurant Inc$71,0000.01%428CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$71,0000.01%4,895CommonSOLE
688239201OSKOSHKOSH CORP$69,0000.00%639CommonSOLE
174610105CFGCitizens Financial Group Inc$69,0000.00%1,912CommonSOLE
87612E106TGTTarget Corp$69,0000.00%468CommonSOLE
G8068L108SNSHARKNINJA INC$68,0000.00%900CommonSOLE
260557103DOWDow Inc$68,0000.00%1,282CommonSOLE
78573L106SBRASabra Health Care REIT Inc$68,0000.00%4,425CommonSOLE
166764100CVXChevron Corp$66,0000.00%425CommonSOLE
229663109CUBECubeSmart$66,0000.00%1,470CommonSOLE
163092109CHGGChegg Inc$63,0000.00%20,080CommonSOLE
679295105OKTAOkta Inc$62,0000.00%658CommonSOLE
29977A105EVREvercore Inc$61,0000.00%292CommonSOLE
7591EP100RFRegions Financial Corp$61,0000.00%3,057CommonSOLE
26142V105DKNGDraftKings Inc$61,0000.00%1,591CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$61,0000.00%2,940CommonSOLE
910047109UALUnited Airlines Holdings Inc$60,0000.00%1,232CommonSOLE
14316J108CGCarlyle Group Inc/The$60,0000.00%1,500CommonSOLE
49714P108KNSLKinsale Capital Group Inc$60,0000.00%157CommonSOLE
11133T103BRBroadridge Financial Solutions$60,0000.00%307CommonSOLE
12503M108CBOECboe Global Markets Inc$58,0000.00%339CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$58,0000.00%1,290CommonSOLE
65290E101NXTNEXTRACKER INC$56,0000.00%1,192CommonSOLE
989701107ZIONZions Bancorp NA$56,0000.00%1,291CommonSOLE
N3167Y103RACEFerrari NV$55,0000.00%134CommonSOLE
04247X102AWIArmstrong World Industries Inc$54,0000.00%475CommonSOLE
608190104MHKMOHAWK INDS INC$54,0000.00%479CommonSOLE
37954Y632AIQGlobal X Artificial Intelligen$53,0000.00%1,488CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$51,0000.00%521CommonSOLE
441593100HLIHoulihan Lokey Inc$51,0000.00%381CommonSOLE
554382101MACMacerich Co/The$51,0000.00%3,326CommonSOLE
983134107WYNNWynn Resorts Ltd$50,0000.00%559CommonSOLE
872657101TPGTPG INC$49,0000.00%1,182CommonSOLE
G3223R108EGEVEREST GROUP LTD$49,0000.00%128CommonSOLE
148929102CAVACAVA GROUP INC$48,0000.00%521CommonSOLE
G8473T100STESTERIS PLC$47,0000.00%216CommonSOLE
124805102CBZCBIZ Inc$47,0000.00%635CommonSOLE
635906100NHCNATIONAL HEALTHCARE CORP$46,0000.00%422CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$44,0000.00%725CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$44,0000.00%3,013CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$44,0000.00%498CommonSOLE
928254101VIRTVIRTU FINL INC$43,0000.00%1,898CommonSOLE
74164M108PRIPrimerica Inc$42,0000.00%179CommonSOLE
59100U108CASHMeta Financial Group Inc$41,0000.00%729CommonSOLE
74251V102PFGPrincipal Financial Group Inc$40,0000.00%506CommonSOLE
254687106DISWALT DISNEY CO/THE$39,0000.00%390CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$39,0000.00%1,502CommonSOLE
88642R109TDWTIDEWATER INC NEW$39,0000.00%412CommonSOLE

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.