MondegarAI
GROUPAMA ASSET MANAGMENT

Q4 2024 · 13F-HR

GROUPAMA ASSET MANAGMENTholdings as filed

Filed 2025-02-12 · accession 0001752724-25-022482

$4.89B
Reported value
397
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$388.7M7.94%2,910,288CommonSOLE
67066G104NVDANVIDIA CORPORATION$296.3M6.05%2,155,051CommonSOLE
037833100AAPLAPPLE INC$277.0M5.66%1,098,333CommonSOLE
023135106AMZNAMAZON COM INC$178.8M3.65%808,035CommonSOLE
02079K305GOOGLALPHABET INC$163.9M3.35%857,211CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$160.5M3.28%346,223CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$155.1M3.17%648,241CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$102.6M2.10%1,143,931CommonSOLE
30303M102METAMETA PLATFORMS INC$95.0M1.94%160,717CommonSOLE
701094104PHPARKER-HANNIFIN CORP$90.8M1.86%142,595CommonSOLE
595112103MUMICRON TECHNOLOGY INC$87.9M1.80%1,030,396CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$80.6M1.65%1,034,781CommonSOLE
75513E101RTXRTX CORPORATION$80.4M1.64%697,407CommonSOLE
58933Y105MRKMERCK & CO INC$77.7M1.59%789,788CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$76.9M1.57%399,305CommonSOLE
931142103WMTWALMART INC$72.4M1.48%798,837CommonSOLE
532457108LLYELI LILLY & CO$71.1M1.45%91,838CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$68.5M1.40%134,964CommonSOLE
88160R101TSLATESLA INC$67.0M1.37%160,575CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$65.8M1.35%126,880CommonSOLE
878742204TECKTECK RESOURCES LTD$63.7M1.30%1,566,501CommonSOLE
872590104TMUST-MOBILE US INC$61.7M1.26%279,498CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$58.3M1.19%659,211CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$56.4M1.15%80,339CommonSOLE
742718109PGPROCTER AND GAMBLE CO$53.3M1.09%319,165CommonSOLE
872540109TJXTJX COS INC NEW$51.1M1.05%422,387CommonSOLE
983793100XPOXPO INC$50.4M1.03%380,149CommonSOLE
59156R108METMETLIFE INC$46.4M0.95%569,746CommonSOLE
65339F101NEENEXTERA ENERGY INC$44.0M0.90%1,941,778CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$43.3M0.88%1,057,363CommonSOLE
911363109URIUNITED RENTALS INC$42.8M0.87%60,586CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$42.5M0.87%132,896CommonSOLE
29444U700EQIXEQUINIX INC$38.1M0.78%40,728CommonSOLE
816851109SRESEMPRA$37.5M0.77%429,095CommonSOLE
438516106HONHONEYWELL INTL INC$36.1M0.74%159,274CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$35.2M0.72%66,706CommonSOLE
29364G103ETRENTERGY CORP NEW$34.2M0.70%451,360CommonSOLE
406216101HALHALLIBURTON CO$33.0M0.67%1,222,594CommonSOLE
N72482149QIAGEN NV$32.0M0.65%31,817,740CommonSOLE
617446448MSMORGAN STANLEY$31.6M0.65%251,398CommonSOLE
12572Q105CMECME GROUP INC$31.4M0.64%135,461CommonSOLE
254687106DISDISNEY WALT CO$30.9M0.63%279,262CommonSOLE
36828A101GEVGE VERNOVA INC$29.6M0.61%89,729CommonSOLE
172967424CCITIGROUP INC$26.9M0.55%381,530CommonSOLE
00724F101ADBEADOBE INC$25.9M0.53%58,153CommonSOLE
806857108SLBSCHLUMBERGER LTD$25.2M0.51%665,218CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$24.8M0.51%202,419CommonSOLE
N3167Y103RACEFERRARI N V$24.1M0.49%58,494CommonSOLE
00287Y109ABBVABBVIE INC$22.9M0.47%130,107CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$22.8M0.47%75,399CommonSOLE
437076102HDHOME DEPOT INC$22.0M0.45%56,601CommonSOLE
443573100HUBSHUBSPOT INC$20.5M0.42%726,799CommonSOLE
N82405106STLASTELLANTIS N.V$20.0M0.41%1,589,993CommonSOLE
02079K107GOOGALPHABET INC$19.6M0.40%101,883CommonSOLE
191216100KOCOCA COLA CO$19.3M0.39%311,163CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$18.6M0.38%1,017,191CommonSOLE
92826C839VVISA INC$18.1M0.37%57,335CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$17.6M0.36%292,163CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$17.5M0.36%409,695CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$17.4M0.35%43,479CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$17.2M0.35%94,472CommonSOLE
91913Y100VLOVALERO ENERGY CORP$16.1M0.33%134,648CommonSOLE
060505104BACBANK AMERICA CORP$16.1M0.33%366,413CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$16.0M0.33%79,780CommonNONE
351858105FNVFRANCO NEV CORP$15.6M0.32%133,310CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.1M0.29%31,117CommonSOLE
40412C101HCAHCA HEALTHCARE INC$14.1M0.29%47,131CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$12.5M0.26%61,816CommonSOLE
79466L302CRMSALESFORCE INC$12.4M0.25%36,881CommonNONE
81762P102NOWSERVICENOW INC$11.7M0.24%10,942CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$10.3M0.21%19,776CommonSOLE
501044101KRKROGER CO$10.1M0.21%164,325CommonSOLE
09075V102BNTXBIONTECH SE$9.8M0.20%86,725CommonSOLE
17275R102CSCOCISCO SYS INC$9.7M0.20%163,048CommonSOLE
G54950103LINLINDE PLC$9.3M0.19%22,235CommonSOLE
68389X105ORCLORACLE CORP$9.2M0.19%55,417CommonSOLE
817565104SCISERVICE CORP INTL$9.2M0.19%115,659CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.1M0.19%17,272CommonSOLE
G25508105CRHCRH PLC$8.9M0.18%120,734CommonSOLE
632307104NTRANATERA INC$8.7M0.18%54,998CommonSOLE
002824100ABTABBOTT LABS$8.6M0.18%76,578CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$8.6M0.18%9,355CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.3M0.17%1,528,450CommonSOLE
512807306LRCXLAM RESEARCH CORP$8.3M0.17%115,121CommonSOLE
235851102DHRDANAHER CORPORATION$8.0M0.16%34,908CommonSOLE
278865100ECLECOLAB INC$7.8M0.16%33,410CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$7.6M0.15%24,324CommonSOLE
H1467J104CBCHUBB LIMITED$7.5M0.15%27,124CommonNONE
149123101CATCATERPILLAR INC$7.4M0.15%20,391CommonSOLE
631103108NDAQNASDAQ INC$7.3M0.15%94,593CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.3M0.15%14,650CommonSOLE
907818108UNPUNION PAC CORP$7.3M0.15%32,011CommonSOLE
370334104GISGENERAL MLS INC$7.1M0.15%112,698CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6.9M0.14%57,425CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$6.8M0.14%103,424CommonSOLE
00206R102TAT&T INC$6.7M0.14%297,323CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.4M0.13%172,276CommonSOLE
23804L103DDOGDATADOG INC$6.4M0.13%6,600,000CommonSOLE
947890109WBSWEBSTER FINL CORP$6.4M0.13%116,334CommonSOLE
040413205ANETARISTA NETWORKS INC$6.2M0.13%55,808CommonSOLE
26875P101EOGEOG RES INC$6.1M0.12%50,626CommonSOLE
717081103PFEPFIZER INC$6.1M0.12%229,057CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.0M0.12%41,892CommonSOLE
64110L106NFLXNETFLIX INC$5.6M0.11%6,195CommonSOLE
482480100KLACKLA CORP$5.6M0.11%8,763CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.4M0.11%24,063CommonSOLE
580135101MCDMCDONALDS CORP$5.4M0.11%18,796CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.4M0.11%67,681CommonSOLE
090043100BILLBILL HOLDINGS INC$5.4M0.11%5,650,000CommonSOLE
74762E102QUREQUANTA SVCS INC$5.3M0.11%16,723CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.3M0.11%75,652CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$5.3M0.11%30,936CommonSOLE
031100100AMEAMETEK INC$5.1M0.10%28,135CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.0M0.10%54,172CommonSOLE
60937P106MDBMONGODB INC$4.8M0.10%20,494CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.6M0.09%13,051CommonSOLE
747525103QCOMQUALCOMM INC$4.6M0.09%29,586CommonSOLE
443510607HUBBHUBBELL INC$4.5M0.09%10,832CommonSOLE
031162100AMGNAMGEN INC$4.5M0.09%17,480CommonSOLE
69331C108PCGPG&E CORP$4.5M0.09%1,958,995CommonSOLE
654106103NKENIKE INC$4.5M0.09%59,940CommonSOLE
291011104EMREMERSON ELEC CO$4.3M0.09%34,948CommonSOLE
45337C102INCYINCYTE CORP$4.1M0.08%60,559CommonSOLE
461202103INTUINTUIT$4.1M0.08%6,557CommonSOLE
038222105AMATAPPLIED MATLS INC$4.1M0.08%25,167CommonSOLE
H01301128ALCALCON AG$4.1M0.08%52,954CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.0M0.08%19,984CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4.0M0.08%21,498CommonSOLE
743315103PGRPROGRESSIVE CORP$4.0M0.08%16,664CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.0M0.08%100,823CommonSOLE
436440101HO1HOLOGIC INC$3.9M0.08%54,214CommonSOLE
052769106ADSKAUTODESK INC$3.7M0.07%12,325CommonSOLE
713448108PEPPEPSICO INC$3.5M0.07%23,135CommonSOLE
74340W103PLDPROLOGIS INC.$3.5M0.07%32,966CommonSOLE
422806109HEIHEICO CORP NEW$3.4M0.07%14,367CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3.4M0.07%30,101CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.3M0.07%56,103CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.3M0.07%22,296CommonSOLE
09290D101BLKBLACKROCK INC$3.3M0.07%3,234CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.07%8,829CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.2M0.07%8,726CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.2M0.07%12,881CommonSOLE
H42097107UBSUBS GROUP AG$3.2M0.06%114,363CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.1M0.06%5,449CommonSOLE
02209S103MOALTRIA GROUP INC$3.1M0.06%59,708CommonSOLE
032095101APHAMPHENOL CORP NEW$3.1M0.06%44,235CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.0M0.06%149,451CommonSOLE
42809H107HESHESS CORP$3.0M0.06%22,606CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.0M0.06%18,330CommonSOLE
651639106NEMNEWMONT CORP$2.9M0.06%79,552CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.9M0.06%31,767CommonSOLE
929160109VMCVULCAN MATLS CO$2.8M0.06%11,014CommonSOLE
30034W106EVRGEVERGY INC$2.8M0.06%880,768CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.8M0.06%118,854CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2.8M0.06%37,140CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$2.8M0.06%12,701CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.8M0.06%9,517CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.8M0.06%2,008,027CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.7M0.06%11,609CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.7M0.05%47,371CommonSOLE
126650100CVSCVS HEALTH CORP$2.6M0.05%59,697CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.6M0.05%10,925CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.6M0.05%15,221CommonSOLE
615369105MCOMOODYS CORP$2.6M0.05%5,478CommonSOLE
020002101ALLALLSTATE CORP$2.6M0.05%13,319CommonSOLE
56585A102MPCMARATHON PETE CORP$2.5M0.05%18,738CommonSOLE
55354G100MSCIMSCI INC$2.5M0.05%4,211CommonSOLE
34959E109FTNTFORTINET INC$2.5M0.05%26,520CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$2.5M0.05%14,595CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.5M0.05%6,388CommonSOLE
579780206MKCMCCORMICK & CO INC$2.5M0.05%32,479CommonSOLE
718546104PSXPHILLIPS 66$2.4M0.05%21,800CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.4M0.05%11,088CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.4M0.05%10,746CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.4M0.05%32,781CommonSOLE
18915M107NETCLOUDFLARE INC$2.4M0.05%2,500,000CommonSOLE
G29183103ETNEATON CORP PLC$2.4M0.05%7,191CommonSOLE
682680103OKEONEOK INC NEW$2.4M0.05%23,677CommonSOLE
833445109SNOWSNOWFLAKE INC$2.4M0.05%2,000,000CommonSOLE
369604301GEGE AEROSPACE$2.4M0.05%14,085CommonSOLE
12504L109CBRECBRE GROUP INC$2.4M0.05%18,170CommonSOLE
125523100CITHE CIGNA GROUP$2.3M0.05%8,522CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.3M0.05%462CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.3M0.05%59,749CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$2.2M0.05%110,207CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.2M0.05%29,281CommonSOLE
87612G101TRGPTARGA RES CORP$2.2M0.05%12,465CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.2M0.05%11,013CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.2M0.04%7,344CommonSOLE
95040Q104WELLWELLTOWER INC$2.2M0.04%1,900,000CommonSOLE
303250104FICOFAIR ISAAC CORP$2.2M0.04%1,071CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.1M0.04%27,812CommonSOLE
902494103TSNTYSON FOODS INC$2.1M0.04%37,393CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.1M0.04%19,254CommonSOLE
88579Y101MMM3M CO$2.1M0.04%16,174CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.1M0.04%501,260CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.1M0.04%6,631CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.1M0.04%27,809CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.0M0.04%2,000,000CommonSOLE
969457100WMBWILLIAMS COS INC$2.0M0.04%36,665CommonNONE
87612E106TGTTARGET CORP$2.0M0.04%14,625CommonSOLE
98419M100XYLXYLEM INC$1.9M0.04%16,692CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.9M0.04%1,751CommonSOLE
297178105ESSESSEX PPTY TR INC$1.9M0.04%6,856CommonSOLE
189054109CLXCLOROX CO DEL$1.9M0.04%12,011CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.9M0.04%45,126CommonSOLE
653656108NICENICE LTD$1.9M0.04%2,000,000CommonSOLE
30161N101EXCEXELON CORP$1.9M0.04%50,738CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.9M0.04%1,273,708CommonSOLE
G7S00T104PNRPENTAIR PLC$1.9M0.04%18,625CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.8M0.04%2,000,000CommonSOLE
37959E102GLGLOBE LIFE INC$1.8M0.04%16,374CommonSOLE
H2906T109GRMNGARMIN LTD$1.8M0.04%8,533CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.8M0.04%16,943CommonNONE
H50430232LOGILOGITECH INTL S A$1.7M0.04%23,238CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.7M0.04%12,834CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.7M0.03%5,948CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.6M0.03%19,504CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.6M0.03%54,105CommonNONE
30063P105EXKEXACT SCIENCES CORP$1.6M0.03%1,209,146CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.6M0.03%28,457CommonSOLE
086516101BBYBEST BUY INC$1.6M0.03%18,928CommonSOLE
98980G102ZSZSCALER INC$1.6M0.03%1,002,008CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.6M0.03%14,792CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.6M0.03%2,671CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.6M0.03%1,500,000CommonSOLE
136375102CNICANADIAN NATL RY CO$1.6M0.03%10,958CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.5M0.03%18,096CommonSOLE
345370860FFORD MTR CO$1.5M0.03%1,550,000CommonSOLE
09062X103BIIBBIOGEN INC$1.5M0.03%9,872CommonNONE
52490G102LEGNLEGEND BIOTECH CORP$1.5M0.03%44,907CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.03%6,636CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$1.4M0.03%1,300,000CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.4M0.03%18,857CommonSOLE
929740108WABWABTEC$1.4M0.03%7,262CommonSOLE
65249B109NWSANEWS CORP NEW$1.4M0.03%50,396CommonSOLE
98978V103ZTSZOETIS INC$1.4M0.03%8,502CommonSOLE
778296103ROSTROSS STORES INC$1.4M0.03%9,040CommonSOLE
29414B104EPAMEPAM SYS INC$1.4M0.03%5,833CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.3M0.03%11,427CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.3M0.03%6,444CommonSOLE
45784P101PODDINSULET CORP$1.3M0.03%1,050,000CommonSOLE
458140100INTCINTEL CORP$1.3M0.03%67,007CommonSOLE
548661107LOWLOWES COS INC$1.3M0.03%5,370CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.3M0.03%16,347CommonSOLE
83304A106SNAPSNAP INC$1.3M0.03%1,217,946CommonSOLE
58155Q103MCKMCKESSON CORP$1.3M0.03%2,295CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.3M0.03%7,014CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.3M0.03%1,200,000CommonSOLE
87971M103TUTELUS CORPORATION$1.3M0.03%66,966CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.3M0.03%512,269CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.2M0.03%8,574CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$1.2M0.02%6,332CommonSOLE
61945C103MOSMOSAIC CO NEW$1.2M0.02%49,283CommonSOLE
922280102VRNSVARONIS SYS INC$1.2M0.02%1,250,000CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.2M0.02%2,512CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.2M0.02%44,788CommonSOLE
882508104TXNTEXAS INSTRS INC$1.1M0.02%6,001CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.02%4,819CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.02%11,400CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.1M0.02%47,455CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.1M0.02%11,224CommonSOLE
150870103CECELANESE CORP DEL$1.1M0.02%16,007CommonSOLE
03831W108APPAPPLOVIN CORP$1.1M0.02%3,247CommonSOLE
94419L101WWAYFAIR INC$1.1M0.02%1,000,000CommonSOLE
681919106OMCOMNICOM GROUP INC$1.1M0.02%12,388CommonSOLE
98954M200ZZILLOW GROUP INC$1.1M0.02%900,000CommonSOLE
48241A105KBKB FINL GROUP INC$1.0M0.02%18,236CommonNONE
35137L204FOXFOX CORP$1.0M0.02%22,277CommonSOLE
15135B101CNCCENTENE CORP DEL$1.0M0.02%16,948CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$1.0M0.02%27,234CommonSOLE
82452J109FOURSHIFT4 PMTS INC$1.0M0.02%800,000CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$999,3080.02%702,467CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$995,9340.02%8,099CommonSOLE
03076C106AMPAMERIPRISE FINL INC$995,8240.02%1,877CommonSOLE
759916109RGENREPLIGEN CORP$975,8770.02%403,932CommonSOLE
55087P104LYFTLYFT INC$968,7830.02%1,000,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$939,1580.02%2,157CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$937,4600.02%4,538CommonSOLE
753422104RPDRAPID7 INC$932,1360.02%1,000,000CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$905,0140.02%33,078CommonSOLE
G87052109TELTE CONNECTIVITY PLC$896,6520.02%6,276CommonSOLE
88162G103TTEKTETRA TECH INC NEW$889,8000.02%750,000CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$887,8690.02%26,567CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$881,1220.02%12,914CommonSOLE
883203101TXTTEXTRON INC$878,0670.02%11,469CommonSOLE
47215P106JDJD.COM INC$875,8230.02%25,564CommonNONE
M98068105WIXWIX COM LTD$869,2650.02%900,000CommonSOLE
457669307INSMINSMED INC$866,6940.02%400,000CommonSOLE
37940X102GPNGLOBAL PMTS INC$860,2620.02%7,762CommonSOLE
08265T208BSYBENTLEY SYS INC$859,2470.02%18,059CommonSOLE
855244109SBUXSTARBUCKS CORP$858,6080.02%9,479CommonSOLE
67059N108NTNXNUTANIX INC$851,2880.02%700,000CommonSOLE
038336103ATRAPTARGROUP INC$845,8720.02%5,397CommonSOLE
55024U109LITELUMENTUM HLDGS INC$838,4050.02%600,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$831,0350.02%2,165CommonSOLE
690742101OCOWENS CORNING NEW$820,1370.02%4,836CommonNONE
231021106CMICUMMINS INC$819,1120.02%2,351CommonNONE
876030107TPRTAPESTRY INC$814,3250.02%12,372CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$808,9410.02%6,455CommonSOLE
693506107PPGPPG INDS INC$793,7350.02%6,665CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$793,2860.02%3,113CommonSOLE
513272104LWLAMB WESTON HLDGS INC$776,3920.02%11,950CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$761,7230.02%6,690CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$761,6200.02%7,226CommonSOLE
34959J108FTVFORTIVE CORP$752,8010.02%10,032CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$732,6300.01%146,526CommonNONE
863667101SYKSTRYKER CORPORATION$727,0560.01%2,007CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$704,8820.01%13,903CommonNONE
452327109ILMNILLUMINA INC$678,8030.01%5,082CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$651,6170.01%4,545CommonSOLE
91688F104UPWKUPWORK INC$646,5160.01%700,000CommonSOLE
695156109PKGPACKAGING CORP AMER$639,7860.01%2,844CommonSOLE
91332U101UUNITY SOFTWARE INC$638,1830.01%700,000CommonSOLE
922475108VEEVVEEVA SYS INC$632,0840.01%2,989CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$631,1700.01%19,202CommonNONE
92276F100VTRVENTAS INC$629,2690.01%550,000CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$626,5630.01%3,416CommonSOLE
26210C104DBXDROPBOX INC$616,5960.01%600,000CommonSOLE
059460303BBDBANCO BRADESCO S A$602,6290.01%317,173CommonNONE
252131107DXCMDEXCOM INC$601,1460.01%7,707CommonSOLE
427866108HSYHERSHEY CO$595,7420.01%3,532CommonNONE
09260D107BXBLACKSTONE INC$586,5180.01%3,409CommonSOLE
315616102FFIVF5 INC$586,5110.01%2,323CommonSOLE
526057104LENLENNAR CORP$586,4770.01%4,306CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$586,4560.01%2,603CommonSOLE
688239201OSKOSHKOSH CORP$565,2590.01%6,007CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$544,1040.01%15,840CommonSOLE
518439104ELLAUDER ESTEE COS INC$541,3960.01%7,253CommonSOLE
871607107SNPSSYNOPSYS INC$540,7680.01%1,111CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$540,0380.01%5,877CommonSOLE
98139A105WKWORKIVA INC$534,8110.01%500,000CommonSOLE
40434L105HPQHP INC$534,7400.01%16,388CommonNONE
516544103LNTHLANTHEUS HLDGS INC$534,0450.01%400,000CommonSOLE
87918A105TDOCTELADOC HEALTH INC$525,4300.01%600,000CommonSOLE
55261F104MTBM & T BK CORP$522,5000.01%2,771CommonSOLE
45258D105IMCRIMMUNOCORE HLDGS PLC$510,3100.01%600,000CommonSOLE
589889104MMSIMERIT MED SYS INC$510,1200.01%400,000CommonSOLE
418056107HASHASBRO INC$503,5630.01%9,039CommonSOLE
87157D109SYNASYNAPTICS INC$503,4000.01%500,000CommonSOLE
278642103EBAYEBAY INC.$500,7620.01%8,069CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$495,3220.01%1,418CommonSOLE
59001A102MTHMERITAGE HOMES CORP$493,0380.01%500,000CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$491,1620.01%500,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$477,8020.01%14,950CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$469,9330.01%8,946CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$469,7130.01%8,935CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$456,6480.01%3,496CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$442,9500.01%400,000CommonSOLE
31428X106FDXFEDEX CORP$429,2420.01%1,530CommonSOLE
670346105NUENUCOR CORP$423,5840.01%3,656CommonSOLE
23282W605CYTKCYTOKINETICS INC$421,2940.01%350,000CommonSOLE
45687V106IRINGERSOLL RAND INC$400,8230.01%4,428CommonNONE
026874784AIGAMERICAN INTL GROUP INC$392,1330.01%5,405CommonSOLE
244199105DEDEERE & CO$388,1210.01%914CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$372,8550.01%316CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$353,9940.01%1,045CommonSOLE
38059T106GFIGOLD FIELDS LTD$348,1870.01%26,458CommonNONE
444859102HUMHUMANA INC$345,2850.01%1,358CommonSOLE
281020107EIXEDISON INTL$333,7800.01%4,189CommonSOLE
29355A107ENPHENPHASE ENERGY INC$330,2100.01%400,000CommonSOLE
440452100HRLHORMEL FOODS CORP$311,5320.01%9,985CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$309,3720.01%17,400CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$302,9610.01%6,313CommonNONE
058498106BALLBALL CORP$296,3230.01%5,380CommonSOLE
496902404KGCKINROSS GOLD CORP$293,4540.01%22,282CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$292,0970.01%3,479CommonNONE
704326107PAYXPAYCHEX INC$277,6810.01%1,984CommonSOLE
857477103STTSTATE STR CORP$273,5130.01%2,783CommonSOLE
925652109VICIVICI PPTYS INC$272,2590.01%9,385CommonSOLE
311900104FASTFASTENAL CO$271,1380.01%3,770CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$271,1220.01%1,279CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$257,8170.01%935CommonSOLE
22052L104CTVACORTEVA INC$257,4610.01%4,552CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$254,8010.01%3,917CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$247,1050.01%8,860CommonSOLE
405024100HAEHAEMONETICS CORP MASS$245,6310.01%250,000CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$245,6290.01%250,000CommonSOLE
070830104BBWIBATH & BODY WORKS INC$244,7110.01%6,294CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$239,0570.00%3,136CommonNONE
174610105CFGCITIZENS FINL GROUP INC$238,8830.00%5,484CommonSOLE
260557103DOWDOW INC$229,2250.00%5,812CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$229,0170.00%2,970CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$225,4150.00%2,937CommonSOLE
337738108FISVFISERV INC$225,0410.00%1,091CommonSOLE
056752108BIDUBAIDU INC$224,1610.00%2,667CommonNONE
N20944109CNHCNH INDL N V$222,6790.00%20,628CommonNONE
871829107SYYSYSCO CORP$218,0840.00%2,856CommonSOLE
896239100TRMBTRIMBLE INC$215,1640.00%3,055CommonSOLE
101121101BXPBXP INC$213,3870.00%2,877CommonSOLE
46266C105IQVIQVIA HLDGS INC$213,0490.00%1,079CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$211,8270.00%1,021CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$183,9000.00%28,254CommonNONE
11777Q209BTGB2GOLD CORP$40,6020.00%11,701CommonNONE
60937P106MDBMONGODB INC$34,8000.00%50CALLSOLE
595112103MUMICRON TECHNOLOGY INC$19,7000.00%100CALLSOLE
406216101HALHALLIBURTON CO$19,2000.00%200CALLSOLE

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.