MondegarAI
Vinva Investment Management Ltd

Q2 2024 · 13F-HR

Vinva Investment Management Ltdholdings as filed

Filed 2024-08-13 · accession 0001754960-24-000431

$2.00B
Reported value
414
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$129.3M6.48%1,042,428CommonNONE
037833100AAPLAPPLE INC$128.6M6.45%600,834CommonNONE
594918104MSFTMICROSOFT CORP$127.3M6.38%281,032CommonNONE
023135106AMZNAMAZON COM INC$76.1M3.81%384,679CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$48.0M2.41%92,390CommonNONE
02079K305GOOGLALPHABET INC$47.5M2.38%255,984CommonNONE
02079K107GOOGALPHABET INC$41.4M2.08%221,611CommonNONE
532457108LLYELI LILLY & CO$29.9M1.50%32,837CommonNONE
11135F101AVGOBROADCOM INC$27.9M1.40%17,581CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$21.0M1.05%105,488CommonNONE
64110D104NTAPNETAPP INC$19.6M0.98%150,152CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$17.9M0.90%36,739CommonNONE
30231G102XOMEXXON MOBIL CORP$17.8M0.89%154,526CommonNONE
92826C839VVISA INC$17.4M0.87%65,352CommonNONE
478160104JNJJOHNSON & JOHNSON$15.2M0.76%104,338CommonNONE
57636Q104MAMASTERCARD INCORPORATED$15.1M0.76%34,143CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$14.7M0.74%17,304CommonNONE
88160R101TSLATESLA INC$14.6M0.73%73,772CommonNONE
380237107GDDYGODADDY INC$14.1M0.71%100,805CommonNONE
064058100BKBANK NEW YORK MELLON CORP$14.0M0.70%234,501CommonNONE
00287Y109ABBVABBVIE INC$13.6M0.68%80,698CommonNONE
437076102HDHOME DEPOT INC$13.6M0.68%39,796CommonNONE
58933Y105MRKMERCK & CO INC$13.5M0.68%104,044CommonNONE
742718109PGPROCTER AND GAMBLE CO$13.3M0.67%79,764CommonNONE
72352L106PINSPINTEREST INC$12.9M0.65%288,582CommonNONE
64110L106NFLXNETFLIX INC$12.6M0.63%18,442CommonNONE
931142103WMTWALMART INC$12.3M0.62%181,361CommonNONE
713448108PEPPEPSICO INC$12.2M0.61%73,131CommonNONE
857477103STTSTATE STR CORP$12.1M0.60%165,095CommonNONE
690742101OCOWENS CORNING NEW$11.8M0.59%67,741CommonNONE
143658300CCL1EURCARNIVAL CORP$11.3M0.56%589,443CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$11.2M0.56%34,903CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$11.0M0.55%43,751CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$10.7M0.54%143,907CommonNONE
191216100KOCOCA COLA CO$10.4M0.52%163,313CommonNONE
00724F101ADBEADOBE INC$10.4M0.52%18,955CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.0M0.50%24,597CommonNONE
512807108LRCXEURLAM RESEARCH CORP$10.0M0.50%9,437CommonNONE
55354G100MSCIMSCI INC$9.7M0.49%19,913CommonNONE
038222105AMATAPPLIED MATLS INC$9.5M0.47%40,704CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9.5M0.47%17,165CommonNONE
060505104BACBANK AMERICA CORP$9.4M0.47%240,640CommonNONE
79466L302CRMSALESFORCE INC$9.4M0.47%37,239CommonNONE
68389X105ORCLORACLE CORP$9.4M0.47%67,006CommonNONE
745867101PHMPULTE GROUP INC$9.4M0.47%85,385CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$9.3M0.46%58,151CommonNONE
243537107DECKDECKERS OUTDOOR CORP$9.0M0.45%8,943CommonNONE
747525103QCOMQUALCOMM INC$8.9M0.45%45,577CommonNONE
375558103GILDGILEAD SCIENCES INC$8.7M0.44%126,912CommonNONE
949746101WMT2WELLS FARGO CO NEW$8.4M0.42%145,656CommonNONE
34959E109FTNTFORTINET INC$8.2M0.41%137,332CommonNONE
526057104LENLENNAR CORP$8.2M0.41%55,227CommonNONE
436440101HO1HOLOGIC INC$8.1M0.41%109,698CommonNONE
002824100ABTABBOTT LABS$8.0M0.40%76,542CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$7.9M0.40%78,104CommonNONE
285512109EAELECTRONIC ARTS INC$7.8M0.39%56,155CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$7.7M0.38%38,921CommonNONE
256163106DOCUDOCUSIGN INC$7.6M0.38%142,654CommonNONE
194162103CLCOLGATE PALMOLIVE CO$7.5M0.38%76,868CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$7.5M0.37%39,056CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$7.5M0.37%183,123CommonNONE
482480100KLACKLA CORP$7.5M0.37%9,152CommonNONE
461202103INTUINTUIT$7.4M0.37%11,413CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$7.3M0.37%1,818CommonNONE
235851102DHRDANAHER CORPORATION$7.2M0.36%28,675CommonNONE
574599106MASMASCO CORP$7.1M0.35%106,560CommonNONE
142339100CSLCARLISLE COS INC$6.6M0.33%16,127CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$6.6M0.33%41,982CommonNONE
30212P303EXPEEXPEDIA GROUP INC$6.5M0.33%52,354CommonNONE
20030N101CMCSACOMCAST CORP NEW$6.3M0.32%164,544CommonNONE
166764100CVXCHEVRON CORP NEW$6.1M0.30%38,868CommonNONE
03831W108APPAPPLOVIN CORP$6.0M0.30%71,786CommonNONE
00206R102TAT&T INC$6.0M0.30%317,361CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.9M0.30%13,266CommonNONE
78409V104SPGIS&P GLOBAL INC$5.9M0.30%13,160CommonNONE
81762P102NOWSERVICENOW INC$5.9M0.29%7,599CommonNONE
816851109SRESEMPRA$5.8M0.29%76,749CommonNONE
452308109ITWILLINOIS TOOL WKS INC$5.7M0.29%24,190CommonNONE
654106103NKENIKE INC$5.6M0.28%59,789CommonNONE
172967424CCITIGROUP INC$5.6M0.28%91,338CommonNONE
254687106DISDISNEY WALT CO$5.5M0.28%54,244CommonNONE
20825C104COPCONOCOPHILLIPS$5.5M0.27%47,822CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5.4M0.27%77,112CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$5.4M0.27%12,182CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.4M0.27%25,124CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$5.3M0.27%19,699CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$5.3M0.27%27,225CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$5.1M0.26%34,904CommonNONE
892672106TWTRADEWEB MKTS INC$5.1M0.26%48,109CommonNONE
872540109TJXTJX COS INC NEW$5.1M0.26%46,234CommonNONE
863667101SYKSTRYKER CORPORATION$5.0M0.25%14,696CommonNONE
M98068105WIXWIX COM LTD$5.0M0.25%31,250CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$5.0M0.25%84,818CommonNONE
149123101CATCATERPILLAR INC$4.9M0.25%15,037CommonNONE
23331A109DHID R HORTON INC$4.9M0.25%34,814CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.9M0.25%37,159CommonNONE
902494103TSNTYSON FOODS INC$4.9M0.25%86,941CommonNONE
278865100ECLECOLAB INC$4.9M0.24%20,364CommonNONE
907818108UNPUNION PAC CORP$4.8M0.24%21,609CommonNONE
565849106MRO*MARATHON OIL CORP$4.8M0.24%168,181CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.8M0.24%114,870CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$4.8M0.24%264,597CommonNONE
58733R102MELIMERCADOLIBRE INC$4.8M0.24%2,869CommonNONE
74340W103PLDPROLOGIS INC.$4.8M0.24%42,661CommonNONE
G5960L103MDTMEDTRONIC PLC$4.7M0.24%59,446CommonNONE
09247X101BLKCHFBLACKROCK INC$4.7M0.24%6,033CommonNONE
617446448MSMORGAN STANLEY$4.7M0.24%48,986CommonNONE
075887109BDXBECTON DICKINSON & CO$4.7M0.23%20,243CommonNONE
668771108GENGEN DIGITAL INC$4.6M0.23%186,074CommonNONE
036752103ELVELEVANCE HEALTH INC$4.5M0.23%8,465CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$4.5M0.23%58,544CommonNONE
031162100AMGNAMGEN INC$4.5M0.23%14,349CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.4M0.22%9,227CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$4.3M0.22%26,911CommonNONE
34959J108FTVFORTIVE CORP$4.3M0.22%58,448CommonNONE
743315103PGRPROGRESSIVE CORP$4.2M0.21%20,049CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$4.2M0.21%19,814CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.1M0.21%13,938CommonNONE
92537N108VRTVERTIV HOLDINGS CO$4.1M0.21%47,471CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$4.0M0.20%29,574CommonNONE
H1467J104CBCHUBB LIMITED$4.0M0.20%15,195CommonNONE
29084Q100EMEEMCOR GROUP INC$3.9M0.20%10,578CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$3.9M0.20%90,205CommonNONE
278642103EBAYEBAY INC.$3.9M0.20%73,474CommonNONE
125523100CITHE CIGNA GROUP$3.8M0.19%11,498CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$3.8M0.19%3,652CommonNONE
G29183103ETNEATON CORP PLC$3.7M0.19%11,873CommonNONE
749685103RPMRPM INTL INC$3.7M0.18%34,086CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.6M0.18%49,593CommonNONE
609207105MDLZMONDELEZ INTL INC$3.6M0.18%54,630CommonNONE
337738108FISVFISERV INC$3.6M0.18%24,330CommonNONE
81141R100SESEA LTD$3.6M0.18%47,751CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3.5M0.18%56,669CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$3.4M0.17%953,935CommonNONE
09260D107BXBLACKSTONE INC$3.3M0.17%26,791CommonNONE
032654105ADIANALOG DEVICES INC$3.3M0.16%14,520CommonNONE
92556V106VTRSVIATRIS INC$3.3M0.16%313,082CommonNONE
65339F101NEENEXTERA ENERGY INC$3.2M0.16%44,054CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.2M0.16%10,494CommonNONE
911363109URIUNITED RENTALS INC$3.2M0.16%5,186CommonNONE
92840M102VSTVISTRA CORP$3.2M0.16%37,017CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.2M0.16%23,215CommonNONE
98978V103ZTSZOETIS INC$3.2M0.16%17,989CommonNONE
G0403H108AONAON PLC$3.1M0.16%10,585CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.1M0.15%7,972CommonNONE
29978K102EVCOEVEREST CONSOLIDATOR ACQ COR$3.1M0.15%8,037CommonNONE
58155Q103MCKMCKESSON CORP$3.0M0.15%5,139CommonNONE
G54950103LINLINDE PLC$3.0M0.15%6,815CommonNONE
032095101APHAMPHENOL CORP NEW$3.0M0.15%44,396CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$3.0M0.15%17,957CommonNONE
458140100INTCINTEL CORP$3.0M0.15%97,738CommonNONE
26875P101EOGEOG RES INC$3.0M0.15%23,995CommonNONE
126650100CVSCVS HEALTH CORP$3.0M0.15%51,204CommonNONE
12572Q105CMECME GROUP INC$2.9M0.15%15,017CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2.9M0.15%30,484CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.9M0.15%12,686CommonNONE
29444U700EQIXEQUINIX INC$2.9M0.14%3,841CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$2.9M0.14%56,451CommonNONE
384802104GWWGRAINGER W W INC$2.8M0.14%3,133CommonNONE
56585A102MPCMARATHON PETE CORP$2.8M0.14%16,374CommonNONE
778296103ROSTROSS STORES INC$2.8M0.14%19,374CommonNONE
00766T100ACMAECOM$2.8M0.14%31,836CommonNONE
40412C101HCAHCA HEALTHCARE INC$2.8M0.14%8,159CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.8M0.14%8,216CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.8M0.14%57,938CommonNONE
37045V100GMGENERAL MTRS CO$2.8M0.14%61,343CommonNONE
615369105MCOMOODYS CORP$2.8M0.14%6,648CommonNONE
580135101MCDMCDONALDS CORP$2.8M0.14%10,699CommonNONE
871607107SNPSSYNOPSYS INC$2.8M0.14%4,623CommonNONE
87612E106TGTTARGET CORP$2.7M0.14%18,681CommonNONE
009066101ABNBAIRBNB INC$2.7M0.13%17,764CommonNONE
17275R102CSCOCISCO SYS INC$2.6M0.13%55,701CommonNONE
040413106ANETEURARISTA NETWORKS INC$2.6M0.13%7,592CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$2.6M0.13%15,340CommonNONE
806857108SLBSCHLUMBERGER LTD$2.6M0.13%55,536CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.6M0.13%122,249CommonNONE
172908105CTASCINTAS CORP$2.6M0.13%3,614CommonNONE
126408103CSXCSX CORP$2.6M0.13%77,687CommonNONE
366651107ITGARTNER INC$2.5M0.13%5,657CommonNONE
45337C102INCYINCYTE CORP$2.5M0.12%40,506CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.5M0.12%11,872CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.4M0.12%14,937CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.4M0.12%7,252CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2.4M0.12%70,191CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2.4M0.12%34,905CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.4M0.12%37,950CommonNONE
071813109BAXBAXTER INTL INC$2.4M0.12%70,476CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$2.3M0.12%25,146CommonNONE
48251W104KKRKKR & CO INC$2.3M0.11%21,675CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$2.3M0.11%48,210CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2.2M0.11%16,745CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$2.2M0.11%8,582CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.2M0.11%5,667CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.2M0.11%37,509CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2.2M0.11%18,949CommonNONE
784117103SEICSEI INVTS CO$2.2M0.11%33,795CommonNONE
701094104PHPARKER-HANNIFIN CORP$2.2M0.11%4,265CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.1M0.11%15,587CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.1M0.11%14,121CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.1M0.11%13,756CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.1M0.11%15,048CommonNONE
89832Q109TFCTRUIST FINL CORP$2.1M0.10%55,275CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.1M0.10%41,347CommonNONE
26614N102DDDUPONT DE NEMOURS INC$2.1M0.10%26,030CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.1M0.10%15,480CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.0M0.10%27,339CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$2.0M0.10%45,834CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.0M0.10%6,617CommonNONE
693718108PCARPACCAR INC$2.0M0.10%19,166CommonNONE
88579Y101MMM3M CO$2.0M0.10%19,082CommonNONE
90138F102TWLOTWILIO INC$1.9M0.10%34,768CommonNONE
15135B101CNCCENTENE CORP DEL$1.9M0.10%28,721CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.9M0.10%1,357CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.9M0.10%13,657CommonNONE
12504L109CBRECBRE GROUP INC$1.9M0.10%21,434CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.9M0.09%12,651CommonNONE
487836108KKELLANOVA$1.9M0.09%32,604CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$1.9M0.09%15,906CommonNONE
62944T105NVRNVR INC$1.9M0.09%245CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$1.8M0.09%6,333CommonNONE
88339J105TTDTHE TRADE DESK INC$1.8M0.09%18,379CommonNONE
345370860FFORD MTR CO DEL$1.8M0.09%146,682CommonNONE
59156R108METMETLIFE INC$1.8M0.09%24,886CommonNONE
501044101KRKROGER CO$1.7M0.09%35,376CommonNONE
22822V101CCICROWN CASTLE INC$1.7M0.09%17,739CommonNONE
92343E102VRSNVERISIGN INC$1.7M0.09%9,591CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.7M0.09%14,504CommonNONE
880770102TERTERADYNE INC$1.7M0.09%11,506CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.7M0.09%6,630CommonNONE
25754A201DPZDOMINOS PIZZA INC$1.7M0.08%3,285CommonNONE
893641100TDGTRANSDIGM GROUP INC$1.7M0.08%1,308CommonNONE
020002101ALLALLSTATE CORP$1.7M0.08%10,404CommonNONE
74762E102QUREQUANTA SVCS INC$1.7M0.08%6,211CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1.6M0.08%44,085CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.08%7,830CommonNONE
052769106ADSKAUTODESK INC$1.6M0.08%6,558CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$1.6M0.08%10,531CommonNONE
443573100HUBSHUBSPOT INC$1.6M0.08%2,655CommonNONE
46266C105IQVIQVIA HLDGS INC$1.6M0.08%7,298CommonNONE
45168D104IDXXIDEXX LABS INC$1.5M0.08%3,084CommonNONE
303250104FICOFAIR ISAAC CORP$1.5M0.08%1,015CommonNONE
370334104GISGENERAL MLS INC$1.5M0.08%23,529CommonNONE
98980G102ZSZSCALER INC$1.5M0.07%7,872CommonNONE
871829107SYYSYSCO CORP$1.5M0.07%20,351CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.5M0.07%5,440CommonNONE
25809K105DASHDOORDASH INC$1.5M0.07%13,245CommonNONE
756109104OREALTY INCOME CORP$1.5M0.07%27,754CommonNONE
842587107SOSOUTHERN CO$1.5M0.07%18,603CommonNONE
45687V106IRINGERSOLL RAND INC$1.4M0.07%15,872CommonNONE
969904101WSMWILLIAMS SONOMA INC$1.4M0.07%4,955CommonNONE
23804L103DDOGDATADOG INC$1.4M0.07%10,808CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.07%13,606CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1.3M0.07%6,738CommonNONE
49271V100KDPKEURIG DR PEPPER INC$1.3M0.07%39,177CommonNONE
550021109LULULULULEMON ATHLETICA INC$1.3M0.07%4,332CommonNONE
852234103XYZBLOCK INC$1.3M0.07%20,935CommonNONE
540424108LLOEWS CORP$1.3M0.07%17,523CommonNONE
49177J102KVUEKENVUE INC$1.3M0.07%71,333CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1.3M0.07%10,013CommonNONE
717081103PFEPFIZER INC$1.3M0.07%46,901CommonNONE
548661107LOWLOWES COS INC$1.3M0.07%5,925CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.3M0.06%16,240CommonNONE
754730109RJFRAYMOND JAMES FINL INC$1.3M0.06%10,617CommonNONE
92276F100VTRVENTAS INC$1.3M0.06%25,113CommonNONE
252131107DXCMDEXCOM INC$1.3M0.06%10,928CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.2M0.06%2,887CommonNONE
31428X106FDXFEDEX CORP$1.2M0.06%4,197CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.2M0.06%12,022CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.06%6,989CommonNONE
12514G108CDWCDW CORP$1.2M0.06%5,485CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.2M0.06%4,579CommonNONE
053484101AVBAVALONBAY CMNTYS INC$1.2M0.06%5,651CommonNONE
761152107RMDRESMED INC$1.2M0.06%6,083CommonNONE
231021106CMICUMMINS INC$1.2M0.06%4,126CommonNONE
922475108VEEVVEEVA SYS INC$1.1M0.06%6,211CommonNONE
37940X102GPNGLOBAL PMTS INC$1.1M0.06%12,028CommonNONE
929740108WABWABTEC$1.1M0.06%7,182CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.1M0.06%4,277CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.1M0.06%11,706CommonNONE
466313103JBLJABIL INC$1.1M0.06%10,326CommonNONE
115236101BROBROWN & BROWN INC$1.1M0.06%12,231CommonNONE
74624M102PPURE STORAGE INC$1.1M0.06%16,892CommonNONE
18915M107NETCLOUDFLARE INC$1.1M0.05%13,374CommonNONE
122017106BURLBURLINGTON STORES INC$1.1M0.05%4,485CommonNONE
526107107LIILENNOX INTL INC$1.1M0.05%1,954CommonNONE
049468101TEAMATLASSIAN CORPORATION$1.0M0.05%6,025CommonNONE
053332102AZOAUTOZONE INC$1.0M0.05%351CommonNONE
925652109VICIVICI PPTYS INC$1.0M0.05%36,240CommonNONE
369604301GEGE AEROSPACE$1.0M0.05%6,401CommonNONE
902973304USBUS BANCORP DEL$1.0M0.05%25,889CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.0M0.05%4,586CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.0M0.05%9,677CommonNONE
403949100DINOHF SINCLAIR CORP$1.0M0.05%19,144CommonNONE
22160N109CSGPCOSTAR GROUP INC$1.0M0.05%13,575CommonNONE
651639106NEMNEWMONT CORP$992,7380.05%23,727CommonNONE
833445109SNOWSNOWFLAKE INC$989,4010.05%7,388CommonNONE
98138H101WDAYWORKDAY INC$978,3170.05%4,380CommonNONE
30161N101EXCEXELON CORP$974,2370.05%28,076CommonNONE
25746U109DDOMINION ENERGY INC$964,9640.05%19,451CommonNONE
29476L107EQREQUITY RESIDENTIAL$951,0120.05%13,922CommonNONE
518439104ELLAUDER ESTEE COS INC$938,2080.05%8,463CommonNONE
46187W107INVHINVITATION HOMES INC$925,0600.05%26,176CommonNONE
693506107PPGPPG INDS INC$916,7660.05%7,340CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$915,2550.05%1,040CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$912,8850.05%8,423CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$896,8430.04%4,502CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$896,8320.04%534CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$831,1170.04%6,626CommonNONE
75513E101RTXRTX CORPORATION$827,6000.04%8,225CommonNONE
253393102DKSDICKS SPORTING GOODS INC$822,6630.04%3,737CommonNONE
55261F104MTBM & T BK CORP$817,6860.04%5,538CommonNONE
30161Q104EXELEXELIXIS INC$814,7790.04%24,083CommonNONE
48666K109KBHKB HOME$805,8100.04%7,720CommonNONE
189054109CLXCLOROX CO DEL$790,2310.04%5,785CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$770,7480.04%30,561CommonNONE
50212V100LPLALPL FINL HLDGS INC$769,8020.04%2,785CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$762,3930.04%24,745CommonNONE
90384S303ULTAULTA BEAUTY INC$761,8650.04%1,974CommonNONE
297178105ESSESSEX PPTY TR INC$757,5360.04%2,771CommonNONE
219948106CPAYCORPAY INC$746,8720.04%2,774CommonNONE
770700102HOODROBINHOOD MKTS INC$744,9050.04%32,975CommonNONE
570535104MKLMARKEL GROUP INC$724,8110.04%459CommonNONE
209115104EDCONSOLIDATED EDISON INC$718,6060.04%8,013CommonNONE
985817105YELPYELP INC$717,7630.04%12,957CommonNONE
281020107EIXEDISON INTL$707,0010.04%9,814CommonNONE
49456B101KMIKINDER MORGAN INC DEL$702,4280.04%35,548CommonNONE
29362U104ENTGENTEGRIS INC$701,8510.04%5,219CommonNONE
872590104TMUST-MOBILE US INC$698,8570.04%3,939CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$688,6800.03%5,917CommonNONE
406216101HALHALLIBURTON CO$685,0050.03%20,381CommonNONE
03073E105CORCENCORA INC$683,4240.03%2,998CommonNONE
G25508105CRHCRH PLC$677,1310.03%9,089CommonNONE
172062101CINFCINCINNATI FINL CORP$652,5910.03%5,593CommonNONE
855244109SBUXSTARBUCKS CORP$639,8230.03%8,075CommonNONE
679295105OKTAOKTA INC$636,7060.03%6,893CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$632,7940.03%1,455CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$629,2440.03%7,919CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$629,2250.03%23,593CommonNONE
G8068L108SNSHARKNINJA INC$622,0640.03%5,450CommonNONE
438516106HONHONEYWELL INTL INC$618,9150.03%2,887CommonNONE
084423102WRBBERKLEY W R CORP$614,5600.03%7,742CommonNONE
532206109LIFLIFE360 INC$610,4930.03%15,423CommonNONE
92338C103VLTOVERALTO CORP$607,1340.03%6,220CommonNONE
174610105CFGCITIZENS FINL GROUP INC$603,3240.03%17,422CommonNONE
89400J107TRUTRANSUNION$588,7680.03%7,921CommonNONE
G491BT108IVZINVESCO LTD$585,2050.03%26,243CommonNONE
866674104SUISUN CMNTYS INC$572,2060.03%4,766CommonNONE
76680R206RNGRINGCENTRAL INC$571,5450.03%13,696CommonNONE
60937P106MDBMONGODB INC$566,6720.03%2,321CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$566,4610.03%4,382CommonNONE
681919106OMCOMNICOM GROUP INC$566,0650.03%6,361CommonNONE
665859104NTRSNORTHERN TR CORP$555,9070.03%6,735CommonNONE
833034101SNASNAP ON INC$536,9790.03%2,074CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$525,8520.03%2,164CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$519,6860.03%40,664CommonNONE
260003108DOVDOVER CORP$510,0100.03%2,858CommonNONE
831865209AOSSMITH A O CORP$505,5710.03%6,164CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$499,6200.03%3,555CommonNONE
16411R208LNGCHENIERE ENERGY INC$494,5580.02%2,872CommonNONE
704326107PAYXPAYCHEX INC$492,5710.02%4,180CommonNONE
96145D105WRKUSDWESTROCK CO$479,5430.02%9,641CommonNONE
902653104UDRUDR INC$477,9060.02%11,722CommonNONE
775711104ROLROLLINS INC$464,8280.02%9,419CommonNONE
695156109PKGPACKAGING CORP AMER$452,1130.02%2,468CommonNONE
465741106ITRIITRON INC$452,0620.02%3,028CommonNONE
29364G103ETRENTERGY CORP NEW$445,8300.02%4,176CommonNONE
500754106KHCKRAFT HEINZ CO$439,0330.02%13,605CommonNONE
92939U106WECWEC ENERGY GROUP INC$434,4560.02%5,538CommonNONE
G7S00T104PNRPENTAIR PLC$426,7930.02%5,612CommonNONE
44891N208IACIAC INC$424,5820.02%6,048CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$407,4610.02%14,557CommonNONE
053611109AVYAVERY DENNISON CORP$405,4710.02%1,815CommonNONE
268150109DTDYNATRACE INC$404,5840.02%9,193CommonNONE
46982L108JJACOBS SOLUTIONS INC$399,1060.02%2,862CommonNONE
571903202MARMARRIOTT INTL INC NEW$393,8990.02%1,626CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$392,9530.02%1,585CommonNONE
631103108NDAQNASDAQ INC$382,8650.02%6,362CommonNONE
G01767105ALKSALKERMES PLC$376,8600.02%10,332CommonNONE
233331107DTEDTE ENERGY CO$372,9100.02%3,352CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$371,5400.02%6,367CommonNONE
94419L101WWAYFAIR INC$365,4720.02%4,658CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$339,1640.02%24,278CommonNONE
237194105DRIDARDEN RESTAURANTS INC$337,4020.02%2,218CommonNONE
883203101TXTTEXTRON INC$336,7260.02%3,900CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$332,5170.02%20,450CommonNONE
69331C108PCGPG&E CORP$327,5400.02%18,738CommonNONE
Y8565N300TNKTEEKAY TANKERS LTD$325,1660.02%3,068CommonNONE
87918A105TDOCTELADOC HEALTH INC$325,1360.02%21,353CommonNONE
14149Y108CAHCARDINAL HEALTH INC$322,8680.02%3,241CommonNONE
83304A106SNAPSNAP INC$322,4850.02%19,462CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$315,2370.02%4,066CommonNONE
751212101RLRALPH LAUREN CORP$310,5760.02%1,176CommonNONE
69351T106PPLPPL CORP$310,1340.02%11,176CommonNONE
30034W106EVRGEVERGY INC$303,8980.02%5,707CommonNONE
539830109LMTLOCKHEED MARTIN CORP$297,5620.01%637CommonNONE
125896100CMSCMS ENERGY CORP$295,7830.01%4,933CommonNONE
315616102FFIVF5 INC$292,5810.01%1,709CommonNONE
858119100STLDSTEEL DYNAMICS INC$290,7410.01%2,325CommonNONE
889478103TOLTOLL BROTHERS INC$285,1860.01%1,649CommonNONE
629377508NRGNRG ENERGY INC$279,2430.01%3,550CommonNONE
G61188101LBTYALIBERTY GLOBAL LTD$278,0870.01%10,540CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$276,9290.01%1,167CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$276,7430.01%1,240CommonNONE
07831C103BRBRBELLRING BRANDS INC$256,9320.01%2,950CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$256,1620.01%19,480CommonNONE
04621X108AIZASSURANT INC$254,4020.01%1,521CommonNONE
058498106BALLBALL CORP$241,6940.01%3,957CommonNONE
30040W108ESEVERSOURCE ENERGY$230,7620.01%4,035CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$229,1390.01%2,595CommonNONE
303075105FDSFACTSET RESH SYS INC$222,4400.01%536CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$222,0580.01%210CommonNONE
05352A100AVTRAVANTOR INC$203,2330.01%9,488CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$137,2450.01%13,975CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$82,2830.00%11,195CommonNONE

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.