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Vinva Investment Management Ltd

Q1 2024 · 13F-HR

Vinva Investment Management Ltdholdings as filed

Filed 2024-05-13 · accession 0001754960-24-000208

$1.78B
Reported value
413
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$107.2M6.01%254,735CommonNONE
037833100AAPLAPPLE INC$96.5M5.42%562,862CommonNONE
67066G104NVDANVIDIA CORPORATION$86.6M4.86%95,894CommonNONE
023135106AMZNAMAZON COM INC$64.4M3.61%356,885CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$41.4M2.32%85,300CommonNONE
02079K305GOOGLALPHABET INC$34.7M1.95%230,189CommonNONE
02079K107GOOGALPHABET INC$31.6M1.77%207,550CommonNONE
532457108LLYELI LILLY & CO$23.1M1.30%29,735CommonNONE
11135F101AVGOBROADCOM INC$22.0M1.23%16,591CommonNONE
46625H100JPMJPMORGAN CHASE & CO$19.4M1.09%96,704CommonNONE
30231G102XOMEXXON MOBIL CORP$17.8M1.00%153,135CommonNONE
92826C839VVISA INC$17.1M0.96%61,374CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$16.5M0.93%33,448CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$16.2M0.91%76,157CommonNONE
57636Q104MAMASTERCARD INCORPORATED$15.7M0.88%32,500CommonNONE
064058100BKBANK NEW YORK MELLON CORP$15.5M0.87%269,789CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$14.8M0.83%62,819CommonNONE
00287Y109ABBVABBVIE INC$14.8M0.83%81,242CommonNONE
526057104LENLENNAR CORP$14.7M0.83%85,579CommonNONE
478160104JNJJOHNSON & JOHNSON$14.6M0.82%92,153CommonNONE
58933Y105MRKMERCK & CO INC$12.8M0.72%96,951CommonNONE
64110D104NTAPNETAPP INC$12.5M0.70%118,505CommonNONE
88160R101TSLATESLA INC$12.4M0.70%70,801CommonNONE
742718109PGPROCTER AND GAMBLE CO$12.3M0.69%75,681CommonNONE
437076102HDHOME DEPOT INC$11.8M0.66%30,704CommonNONE
380237107GDDYGODADDY INC$11.4M0.64%95,938CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$11.4M0.64%15,513CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$11.4M0.64%45,398CommonNONE
79466L302CRMSALESFORCE INC$11.1M0.62%36,729CommonNONE
857477103STTSTATE STR CORP$10.6M0.59%136,524CommonNONE
060505104BACBANK AMERICA CORP$10.3M0.58%272,832CommonNONE
931142103WMTWALMART INC$10.2M0.57%170,170CommonNONE
64110L106NFLXNETFLIX INC$10.1M0.57%16,703CommonNONE
55354G100MSCIMSCI INC$10.1M0.57%18,097CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.1M0.57%24,057CommonNONE
72352L106PINSPINTEREST INC$9.7M0.54%272,811CommonNONE
285512109EAELECTRONIC ARTS INC$9.4M0.53%71,081CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$9.3M0.52%51,627CommonNONE
713448108PEPPEPSICO INC$9.3M0.52%53,127CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9.2M0.51%42,999CommonNONE
191216100KOCOCA COLA CO$9.1M0.51%148,956CommonNONE
243537107DECKDECKERS OUTDOOR CORP$8.9M0.50%9,420CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.5M0.48%14,705CommonNONE
00724F101ADBEADOBE INC$8.4M0.47%16,660CommonNONE
574599106MASMASCO CORP$8.0M0.45%101,634CommonNONE
038222105AMATAPPLIED MATLS INC$8.0M0.45%38,776CommonNONE
166764100CVXCHEVRON CORP NEW$7.9M0.44%50,062CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$7.5M0.42%179,872CommonNONE
002824100ABTABBOTT LABS$7.5M0.42%66,228CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$7.3M0.41%79,094CommonNONE
747525103QCOMQUALCOMM INC$7.2M0.41%42,736CommonNONE
745867101PHMPULTE GROUP INC$7.2M0.41%59,944CommonNONE
34959E109FTNTFORTINET INC$7.0M0.39%102,826CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$7.0M0.39%103,422CommonNONE
949746101WMT2WELLS FARGO CO NEW$6.9M0.39%119,868CommonNONE
375558103GILDGILEAD SCIENCES INC$6.9M0.39%94,444CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$6.9M0.39%146,043CommonNONE
20030N101CMCSACOMCAST CORP NEW$6.8M0.38%157,096CommonNONE
690742101OCOWENS CORNING NEW$6.7M0.37%39,936CommonNONE
693506107PPGPPG INDS INC$6.4M0.36%44,455CommonNONE
256163106DOCUDOCUSIGN INC$6.3M0.36%104,259CommonNONE
56585A102MPCMARATHON PETE CORP$6.3M0.35%31,241CommonNONE
235851102DHRDANAHER CORPORATION$6.2M0.35%24,897CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$6.2M0.35%1,707CommonNONE
254687106DISDISNEY WALT CO$6.1M0.34%50,147CommonNONE
G54950103LINLINDE PLC$6.1M0.34%13,144CommonNONE
149123101CATCATERPILLAR INC$5.9M0.33%15,995CommonNONE
M98068105WIXWIX COM LTD$5.8M0.33%41,519CommonNONE
20825C104COPCONOCOPHILLIPS$5.8M0.32%45,213CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5.6M0.32%73,330CommonNONE
194162103CLCOLGATE PALMOLIVE CO$5.5M0.31%61,418CommonNONE
00206R102TAT&T INC$5.5M0.31%312,263CommonNONE
30212P303EXPEEXPEDIA GROUP INC$5.5M0.31%39,632CommonNONE
14149Y108CAHCARDINAL HEALTH INC$5.5M0.31%48,729CommonNONE
81762P102NOWSERVICENOW INC$5.4M0.30%7,063CommonNONE
512807108LRCXEURLAM RESEARCH CORP$5.3M0.30%5,468CommonNONE
824348106SHWSHERWIN WILLIAMS CO$5.3M0.30%15,272CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$5.3M0.30%13,269CommonNONE
74340W103PLDPROLOGIS INC.$5.3M0.30%40,466CommonNONE
461202103INTUINTUIT$5.3M0.29%8,077CommonNONE
78409V104SPGIS&P GLOBAL INC$5.2M0.29%12,329CommonNONE
17275R102CSCOCISCO SYS INC$5.2M0.29%105,055CommonNONE
68389X105ORCLORACLE CORP$5.2M0.29%41,386CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.2M0.29%12,429CommonNONE
863667101SYKSTRYKER CORPORATION$5.1M0.29%14,309CommonNONE
670346105NUENUCOR CORP$5.1M0.29%25,700CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$5.0M0.28%43,910CommonNONE
816851109SRESEMPRA$5.0M0.28%69,060CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4.9M0.28%76,744CommonNONE
172967424CCITIGROUP INC$4.9M0.28%77,550CommonNONE
458140100INTCINTEL CORP$4.8M0.27%109,286CommonNONE
892672106TWTRADEWEB MKTS INC$4.7M0.27%45,598CommonNONE
03073E105CORCENCORA INC$4.7M0.27%19,457CommonNONE
09247X101BLKCHFBLACKROCK INC$4.7M0.26%5,626CommonNONE
143658300CCL1EURCARNIVAL CORP$4.6M0.26%276,520CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$4.6M0.26%23,467CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.6M0.26%85,398CommonNONE
15135B101CNCCENTENE CORP DEL$4.6M0.26%58,774CommonNONE
26210C104DBXDROPBOX INC$4.6M0.26%189,807CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$4.6M0.26%20,074CommonNONE
58733R102MELIMERCADOLIBRE INC$4.6M0.26%3,030CommonNONE
34959J108FTVFORTIVE CORP$4.5M0.25%52,704CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$4.5M0.25%30,731CommonNONE
G5960L103MDTMEDTRONIC PLC$4.4M0.25%50,821CommonNONE
872540109TJXTJX COS INC NEW$4.4M0.25%43,286CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$4.4M0.25%96,495CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$4.3M0.24%209,668CommonNONE
25754A201DPZDOMINOS PIZZA INC$4.3M0.24%8,641CommonNONE
036752103ELVELEVANCE HEALTH INC$4.3M0.24%8,268CommonNONE
G29183103ETNEATON CORP PLC$4.1M0.23%13,190CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4.1M0.23%24,945CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$4.1M0.23%29,429CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.1M0.23%9,706CommonNONE
749685103RPMRPM INTL INC$4.0M0.23%34,041CommonNONE
743315103PGRPROGRESSIVE CORP$4.0M0.23%19,576CommonNONE
125523100CITHE CIGNA GROUP$4.0M0.23%11,095CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$3.9M0.22%22,617CommonNONE
482480100KLACKLA CORP$3.9M0.22%5,591CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$3.9M0.22%4,057CommonNONE
126650100CVSCVS HEALTH CORP$3.9M0.22%48,873CommonNONE
45337C102INCYINCYTE CORP$3.9M0.22%68,294CommonNONE
278865100ECLECOLAB INC$3.9M0.22%16,734CommonNONE
278642103EBAYEBAY INC.$3.8M0.22%72,606CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$3.8M0.21%55,850CommonNONE
654106103NKENIKE INC$3.8M0.21%40,537CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$3.7M0.21%18,096CommonNONE
23331A109DHID R HORTON INC$3.6M0.20%22,169CommonNONE
337738108FISVFISERV INC$3.6M0.20%22,766CommonNONE
617446448MSMORGAN STANLEY$3.6M0.20%38,382CommonNONE
969904101WSMWILLIAMS SONOMA INC$3.6M0.20%11,284CommonNONE
91913Y100VLOVALERO ENERGY CORP$3.6M0.20%20,958CommonNONE
609207105MDLZMONDELEZ INTL INC$3.6M0.20%50,947CommonNONE
778296103ROSTROSS STORES INC$3.5M0.20%24,159CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$3.5M0.20%19,121CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.5M0.20%32,175CommonNONE
907818108UNPUNION PAC CORP$3.5M0.19%14,120CommonNONE
09260D107BXBLACKSTONE INC$3.4M0.19%26,075CommonNONE
858119100STLDSTEEL DYNAMICS INC$3.4M0.19%22,955CommonNONE
92556V106VTRSVIATRIS INC$3.4M0.19%280,907CommonNONE
H1467J104CBCHUBB LIMITED$3.3M0.19%12,890CommonNONE
00766T100ACMAECOM$3.2M0.18%32,942CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.2M0.18%10,266CommonNONE
G3223R108EGEVEREST GROUP LTD$3.2M0.18%8,003CommonNONE
87612E106TGTTARGET CORP$3.1M0.17%17,564CommonNONE
031162100AMGNAMGEN INC$3.1M0.17%10,852CommonNONE
452308109ITWILLINOIS TOOL WKS INC$3.1M0.17%11,425CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.1M0.17%13,401CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.0M0.17%41,882CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.0M0.17%25,505CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.0M0.17%21,770CommonNONE
902494103TSNTYSON FOODS INC$3.0M0.17%50,527CommonNONE
29444U700EQIXEQUINIX INC$3.0M0.17%3,587CommonNONE
98978V103ZTSZOETIS INC$3.0M0.17%17,482CommonNONE
032654105ADIANALOG DEVICES INC$2.9M0.17%14,869CommonNONE
806857108SLBSCHLUMBERGER LTD$2.9M0.16%53,471CommonNONE
12572Q105CMECME GROUP INC$2.9M0.16%13,592CommonNONE
040413106ANETEURARISTA NETWORKS INC$2.9M0.16%9,868CommonNONE
26875P101EOGEOG RES INC$2.8M0.16%22,128CommonNONE
693718108PCARPACCAR INC$2.8M0.16%22,790CommonNONE
695156109PKGPACKAGING CORP AMER$2.8M0.16%14,712CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.8M0.16%8,635CommonNONE
18915M107NETCLOUDFLARE INC$2.8M0.15%28,512CommonNONE
126408103CSXCSX CORP$2.7M0.15%74,153CommonNONE
075887109BDXBECTON DICKINSON & CO$2.7M0.15%11,105CommonNONE
142339100CSLCARLISLE COS INC$2.7M0.15%6,861CommonNONE
12514G108CDWCDW CORP$2.7M0.15%10,432CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.6M0.15%39,186CommonNONE
871607107SNPSSYNOPSYS INC$2.6M0.15%4,591CommonNONE
03831W108APPAPPLOVIN CORP$2.6M0.15%37,756CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.6M0.15%17,462CommonNONE
831865209AOSSMITH A O CORP$2.6M0.15%28,913CommonNONE
40412C101HCAHCA HEALTHCARE INC$2.6M0.14%7,745CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$2.6M0.14%39,475CommonNONE
G0403H108AONAON PLC$2.6M0.14%7,661CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.6M0.14%8,515CommonNONE
852234103XYZBLOCK INC$2.5M0.14%29,997CommonNONE
58155Q103MCKMCKESSON CORP$2.5M0.14%4,670CommonNONE
701094104PHPARKER-HANNIFIN CORP$2.5M0.14%4,479CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$2.5M0.14%13,499CommonNONE
615369105MCOMOODYS CORP$2.5M0.14%6,269CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.4M0.13%14,785CommonNONE
37045V100GMGENERAL MTRS CO$2.4M0.13%52,443CommonNONE
009066101ABNBAIRBNB INC$2.4M0.13%14,338CommonNONE
723787107PXDEURPIONEER NAT RES CO$2.3M0.13%8,849CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.3M0.13%49,076CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2.3M0.13%32,304CommonNONE
88339J105TTDTHE TRADE DESK INC$2.3M0.13%26,091CommonNONE
172908105CTASCINTAS CORP$2.3M0.13%3,307CommonNONE
92840M102VSTVISTRA CORP$2.3M0.13%32,618CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$2.3M0.13%23,729CommonNONE
436440101HO1HOLOGIC INC$2.3M0.13%28,911CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.2M0.13%6,334CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$2.2M0.13%10,361CommonNONE
88579Y101MMM3M CO$2.2M0.12%20,803CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.2M0.12%7,730CommonNONE
48251W104KKRKKR & CO INC$2.2M0.12%21,677CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.2M0.12%749CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.1M0.12%14,303CommonNONE
902973304USBUS BANCORP DEL$2.1M0.12%47,582CommonNONE
12504L109CBRECBRE GROUP INC$2.1M0.12%21,784CommonNONE
90138F102TWLOTWILIO INC$2.1M0.12%34,157CommonNONE
90364P105PATHUIPATH INC$2.1M0.12%91,457CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.1M0.12%13,908CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$2.0M0.11%27,479CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.0M0.11%26,051CommonNONE
252131107DXCMDEXCOM INC$2.0M0.11%14,588CommonNONE
032095101APHAMPHENOL CORP NEW$2.0M0.11%17,322CommonNONE
65339F101NEENEXTERA ENERGY INC$2.0M0.11%31,067CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.0M0.11%8,625CommonNONE
89832Q109TFCTRUIST FINL CORP$2.0M0.11%50,421CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2.0M0.11%58,581CommonNONE
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363576109AJGGALLAGHER ARTHUR J & CO$1.9M0.11%7,623CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1.9M0.10%14,122CommonNONE
443573100HUBSHUBSPOT INC$1.8M0.10%2,949CommonNONE
052769106ADSKAUTODESK INC$1.8M0.10%7,080CommonNONE
345370860FFORD MTR CO DEL$1.8M0.10%138,457CommonNONE
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92537N108VRTVERTIV HOLDINGS CO$1.8M0.10%21,504CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.7M0.10%6,571CommonNONE
59156R108METMETLIFE INC$1.7M0.10%23,531CommonNONE
922475108VEEVVEEVA SYS INC$1.7M0.10%7,457CommonNONE
384802104GWWGRAINGER W W INC$1.7M0.10%1,686CommonNONE
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74460D109PSAPUBLIC STORAGE$1.7M0.10%5,862CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.7M0.10%1,506CommonNONE
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679580100ODFLOLD DOMINION FREIGHT LINE IN$1.6M0.09%7,508CommonNONE
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98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.1M0.06%8,060CommonNONE
049468101TEAMATLASSIAN CORPORATION$1.1M0.06%5,424CommonNONE
219948106CPAYCORPAY INC$1.1M0.06%3,423CommonNONE
62944T105NVRNVR INC$1.0M0.06%127CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.0M0.06%8,359CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.0M0.06%763CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.0M0.06%43,844CommonNONE
115236101BROBROWN & BROWN INC$1.0M0.06%11,479CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$993,7730.06%27,674CommonNONE
49271V100KDPKEURIG DR PEPPER INC$991,6840.06%32,334CommonNONE
929740108WABWABTEC$972,5600.05%6,676CommonNONE
761152107RMDRESMED INC$953,5140.05%4,815CommonNONE
071813109BAXBAXTER INTL INC$933,9120.05%21,851CommonNONE
500754106KHCKRAFT HEINZ CO$926,0060.05%25,095CommonNONE
580135101MCDMCDONALDS CORP$921,1310.05%3,267CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$893,5840.05%6,479CommonNONE
M7S64H106MNDYMONDAY COM LTD$891,7350.05%3,948CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$885,4050.05%4,322CommonNONE
30161N101EXCEXELON CORP$860,5410.05%22,905CommonNONE
540424108LLOEWS CORP$860,1720.05%10,987CommonNONE
55261F104MTBM & T BK CORP$837,2980.05%5,757CommonNONE
29476L107EQREQUITY RESIDENTIAL$827,6250.05%13,114CommonNONE
427866108HSYHERSHEY CO$826,2360.05%4,248CommonNONE
679295105OKTAOKTA INC$823,4640.05%7,871CommonNONE
48666K109KBHKB HOME$815,4180.05%7,505CommonNONE
369604137GENERAL ELECTRIC CO$809,5440.05%4,612CommonNONE
759509102RSRELIANCE INC$808,0470.05%2,418CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$807,9860.05%6,076CommonNONE
893641100TDGTRANSDIGM GROUP INC$805,4660.05%654CommonNONE
754730109RJFRAYMOND JAMES FINL INC$802,8820.05%6,252CommonNONE
98980G102ZSZSCALER INC$796,3320.04%4,134CommonNONE
985817105YELPYELP INC$787,3720.04%13,037CommonNONE
30161Q104EXELEXELIXIS INC$781,3000.04%21,479CommonNONE
G491BT108IVZINVESCO LTD$771,3030.04%30,330CommonNONE
46187W107INVHINVITATION HOMES INC$767,7520.04%21,560CommonNONE
204166102CVLTCOMMVAULT SYS INC$762,6260.04%4,905CommonNONE
81141R100SESEA LTD$753,4980.04%14,029CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$740,8460.04%5,747CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$740,5860.04%17,175CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$738,5650.04%6,734CommonNONE
07831C103BRBRBELLRING BRANDS INC$734,1990.04%8,114CommonNONE
209115104EDCONSOLIDATED EDISON INC$727,6610.04%8,013CommonNONE
22160N109CSGPCOSTAR GROUP INC$714,8400.04%7,400CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$679,6050.04%7,874CommonNONE
76680R206RNGRINGCENTRAL INC$677,5250.04%12,723CommonNONE
775711104ROLROLLINS INC$672,5810.04%14,536CommonNONE
084423102WRBBERKLEY W R CORP$662,3270.04%7,489CommonNONE
751212101RLRALPH LAUREN CORP$662,2560.04%2,301CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$660,3870.04%7,670CommonNONE
526107107LIILENNOX INTL INC$658,8480.04%1,348CommonNONE
443201108HWMHOWMET AEROSPACE INC$654,7380.04%9,568CommonNONE
681919106OMCOMNICOM GROUP INC$654,1940.04%6,761CommonNONE
020002101ALLALLSTATE CORP$653,4590.04%3,777CommonNONE
G3421J106FERG1GBXFERGUSON PLC NEW$650,7030.04%2,979CommonNONE
172062101CINFCINCINNATI FINL CORP$647,7950.04%5,217CommonNONE
75513E101RTXRTX CORPORATION$640,1870.04%6,564CommonNONE
883203101TXTTEXTRON INC$637,4550.04%6,645CommonNONE
88033G407THCTENET HEALTHCARE CORP$631,4300.04%3,919CommonNONE
281020107EIXEDISON INTL$629,4260.04%8,899CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$623,2710.03%5,100CommonNONE
466313103JBLJABIL INC$622,1980.03%4,645CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$619,4410.03%1,889CommonNONE
833034101SNASNAP ON INC$614,3600.03%2,074CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$606,7890.03%2,449CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$597,7450.03%5,496CommonNONE
25746U109DDOMINION ENERGY INC$594,1660.03%12,079CommonNONE
G01767105ALKSALKERMES PLC$592,2560.03%14,273CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$586,1250.03%20,573CommonNONE
049560105ATOATMOS ENERGY CORP$584,6030.03%4,918CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$575,5200.03%352CommonNONE
268150109DTDYNATRACE INC$572,0940.03%12,319CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$563,5320.03%1,939CommonNONE
665859104NTRSNORTHERN TR CORP$563,4860.03%6,337CommonNONE
29364G103ETRENTERGY CORP NEW$559,3640.03%5,293CommonNONE
487836108KKELLANOVA$552,8490.03%9,650CommonNONE
237194105DRIDARDEN RESTAURANTS INC$548,0850.03%3,279CommonNONE
518439104ELLAUDER ESTEE COS INC$546,4620.03%3,545CommonNONE
29362U104ENTGENTEGRIS INC$542,3440.03%3,859CommonNONE
49456B101KMIKINDER MORGAN INC DEL$539,2510.03%29,403CommonNONE
71943U104DOCUSDPHYSICIANS RLTY TR$532,2940.03%28,389CommonNONE
50212V100LPLALPL FINL HLDGS INC$531,5700.03%2,012CommonNONE
297178105ESSESSEX PPTY TR INC$525,3620.03%2,146CommonNONE
89400J107TRUTRANSUNION$520,7750.03%6,526CommonNONE
053484101AVBAVALONBAY CMNTYS INC$516,9700.03%2,786CommonNONE
122017106BURLBURLINGTON STORES INC$514,3010.03%2,215CommonNONE
444859102HUMHUMANA INC$508,2920.03%1,466CommonNONE
94106B101WCNWASTE CONNECTIONS INC$506,5690.03%2,945CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$495,5180.03%35,521CommonNONE
174610105CFGCITIZENS FINL GROUP INC$492,2740.03%13,565CommonNONE
87918A105TDOCTELADOC HEALTH INC$488,0640.03%21,086CommonNONE
704326107PAYXPAYCHEX INC$487,2700.03%3,968CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$479,7820.03%34,003CommonNONE
26614N102DDDUPONT DE NEMOURS INC$477,6540.03%6,230CommonNONE
315616102FFIVF5 INC$463,3580.03%2,444CommonNONE
92338C103VLTOVERALTO CORP$456,5100.03%5,149CommonNONE
460146103IPINTERNATIONAL PAPER CO$447,1300.03%11,459CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$442,8180.02%6,631CommonNONE
631103108NDAQNASDAQ INC$441,7000.02%7,000CommonNONE
253393102DKSDICKS SPORTING GOODS INC$407,2210.02%1,811CommonNONE
517834107LVSLAS VEGAS SANDS CORP$397,6250.02%7,691CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$395,9860.02%13,783CommonNONE
372460105GPCGENUINE PARTS CO$375,0860.02%2,421CommonNONE
46982L108JJACOBS SOLUTIONS INC$370,1820.02%2,408CommonNONE
705573103PEGAPEGASYSTEMS INC$369,9830.02%3,734CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$363,4070.02%11,966CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$361,4500.02%2,747CommonNONE
571903202MARMARRIOTT INTL INC NEW$351,9720.02%1,395CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$320,1610.02%3,926CommonNONE
G8068L108SNSHARKNINJA INC$315,6660.02%3,306CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$311,9810.02%3,988CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$300,3990.02%18,151CommonNONE
G0250X107AMCRAMCOR PLC$283,1980.02%29,779CommonNONE
134429109CPBCAMPBELL SOUP CO$274,1230.02%6,167CommonNONE
04621X108AIZASSURANT INC$273,5130.02%1,453CommonNONE
G7S00T104PNRPENTAIR PLC$271,6140.02%3,179CommonNONE
37247D106GNWGENWORTH FINL INC$270,2320.02%27,417CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$251,5620.01%22,481CommonNONE
988498101YUMYUM BRANDS INC$239,5870.01%1,728CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$233,9110.01%381CommonNONE
199908104FIXCOMFORT SYS USA INC$231,3290.01%475CommonNONE
406216101HALHALLIBURTON CO$225,0490.01%5,709CommonNONE
896945201TRIPTRIPADVISOR INC$218,6160.01%5,132CommonNONE
98389B100XELXCEL ENERGY INC$218,2250.01%4,060CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$212,4820.01%729CommonNONE
94419L101WWAYFAIR INC$211,7450.01%2,035CommonNONE
29670G102WTRGESSENTIAL UTILS INC$207,0720.01%5,589CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$205,1960.01%1,704CommonNONE
303075105FDSFACTSET RESH SYS INC$201,7490.01%444CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$97,7320.01%11,195CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$58,6130.00%24,511CommonNONE

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.