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Vinva Investment Management Ltd

Q2 2025 · 13F-HR

Vinva Investment Management Ltdholdings as filed

Filed 2025-08-13 · accession 0001754960-25-000593

$3.85B
Reported value
400
Positions
2025-06-30
Period end
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The Brief · Vinva Investment Management Ltd · Q2 2025

AI · grounded in 13F

Vinva Investment Management Ltd established a new position in NVDA valued at $279.1M. The fund also initiated new stakes in MSFT for $242.4M and AAPL for $216.4M. Additional new positions include AMZN at $147.8M and CASH at $111.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$279.1M7.26%1,768,955CommonSOLE
594918104MSFTMICROSOFT CORP$242.4M6.30%488,700CommonSOLE
037833100AAPLAPPLE INC$216.4M5.62%1,075,962CommonSOLE
023135106AMZNAMAZON COM INC$147.8M3.84%661,794CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$111.5M2.90%152,023CommonSOLE
11135F101AVGOBROADCOM INC$84.9M2.21%315,386CommonSOLE
02079K305GOOGLALPHABET INC$76.4M1.99%428,039CommonSOLE
02079K107GOOGALPHABET INC$62.9M1.64%352,961CommonSOLE
88160R101TSLATESLA INC$52.7M1.37%163,120CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$48.2M1.25%167,820CommonSOLE
92826C839VVISA INC$41.7M1.09%119,727CommonSOLE
532457108LLYELI LILLY & CO$38.6M1.00%49,834CommonSOLE
64110L106NFLXNETFLIX INC$36.8M0.96%27,782CommonSOLE
55354G100MSCIMSCI INC$34.8M0.90%60,083CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$33.8M0.88%61,381CommonSOLE
81141R100SESEA LTD$30.4M0.79%189,330CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$29.3M0.76%470,233CommonSOLE
380237107GDDYGODADDY INC$28.8M0.75%158,235CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$28.2M0.73%28,674CommonSOLE
931142103WMTWALMART INC$27.7M0.72%284,538CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.6M0.72%56,793CommonSOLE
29084Q100EMEEMCOR GROUP INC$27.3M0.71%51,318CommonSOLE
052769106ADSKAUTODESK INC$26.9M0.70%88,085CommonSOLE
747525103QCOMQUALCOMM INC$26.0M0.68%164,251CommonSOLE
46266C105IQVIQVIA HLDGS INC$25.7M0.67%161,383CommonSOLE
12504L109CBRECBRE GROUP INC$25.6M0.67%183,691CommonSOLE
143658300CCL1EURCARNIVAL CORP$25.0M0.65%906,903CommonSOLE
651639106NEMNEWMONT CORP$24.4M0.63%429,175CommonSOLE
58733R102MELIMERCADOLIBRE INC$24.4M0.63%9,441CommonSOLE
00287Y109ABBVABBVIE INC$23.9M0.62%131,133CommonSOLE
90138F102TWLOTWILIO INC$23.6M0.61%190,668CommonSOLE
060505104BACBANK AMERICA CORP$23.5M0.61%499,327CommonSOLE
92343E102VRSNVERISIGN INC$22.4M0.58%77,873CommonSOLE
30231G102XOMEXXON MOBIL CORP$21.7M0.56%198,436CommonSOLE
668771108GENGEN DIGITAL INC$21.3M0.55%726,118CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$21.1M0.55%249,584CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$21.0M0.55%472,764CommonSOLE
37940X102GPNGLOBAL PMTS INC$21.0M0.54%264,796CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$20.7M0.54%312,442CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.7M0.54%135,619CommonSOLE
228368106CCKCROWN HLDGS INC$20.4M0.53%194,348CommonSOLE
437076102HDHOME DEPOT INC$20.2M0.53%54,887CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$18.9M0.49%89,401CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$18.7M0.49%103,306CommonSOLE
278642103EBAYEBAY INC.$18.5M0.48%250,547CommonSOLE
482480100KLACKLA CORP$18.2M0.47%20,454CommonSOLE
892672106TWTRADEWEB MKTS INC$18.1M0.47%125,088CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$17.6M0.46%57,099CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$17.5M0.46%22,701CommonSOLE
191216100KOCOCA COLA CO$17.4M0.45%247,257CommonSOLE
79466L302CRMSALESFORCE INC$17.3M0.45%63,119CommonSOLE
M98068105WIXWIX COM LTD$16.9M0.44%104,670CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$16.7M0.43%107,048CommonSOLE
64110D104NTAPNETAPP INC$16.6M0.43%157,062CommonSOLE
466313103JBLJABIL INC$16.3M0.42%74,846CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$16.0M0.42%69,294CommonSOLE
45168D104IDXXIDEXX LABS INC$15.8M0.41%29,789CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$15.7M0.41%109,468CommonSOLE
949746101WMT2WELLS FARGO CO NEW$15.6M0.41%196,298CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$15.3M0.40%2,687CommonSOLE
742718109PGPROCTER AND GAMBLE CO$15.2M0.40%95,145CommonSOLE
22822V101CCICROWN CASTLE INC$15.2M0.40%151,111CommonSOLE
857477103STTSTATE STR CORP$14.9M0.39%140,501CommonSOLE
512807306LRCXLAM RESEARCH CORP$14.9M0.39%152,849CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$14.8M0.38%21,355CommonSOLE
58933Y105MRKMERCK & CO INC$14.7M0.38%186,338CommonSOLE
03073E105CORCENCORA INC$14.4M0.37%48,042CommonSOLE
285512109EAELECTRONIC ARTS INC$14.4M0.37%91,106CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$14.3M0.37%57,786CommonSOLE
254687106DISDISNEY WALT CO$14.3M0.37%116,844CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$14.1M0.37%175,000CommonSOLE
883203101TXTTEXTRON INC$14.1M0.37%175,620CommonSOLE
038222105AMATAPPLIED MATLS INC$13.7M0.36%75,032CommonSOLE
461202103INTUINTUIT$13.7M0.36%17,586CommonSOLE
45337C102INCYINCYTE CORP$13.6M0.35%198,405CommonSOLE
00206R102TAT&T INC$13.2M0.34%471,149CommonSOLE
149123101CATCATERPILLAR INC$13.0M0.34%33,785CommonSOLE
68389X105ORCLORACLE CORP$13.0M0.34%61,785CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$12.9M0.33%304,055CommonSOLE
713448108PEPPEPSICO INC$12.9M0.33%98,130CommonSOLE
00724F101ADBEADOBE INC$12.7M0.33%32,921CommonSOLE
369604301GEGE AEROSPACE$12.0M0.31%47,250CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$12.0M0.31%130,633CommonSOLE
172967424CCITIGROUP INC$11.9M0.31%140,626CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$11.6M0.30%53,460CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.3M0.29%243,260CommonSOLE
78409V104SPGIS&P GLOBAL INC$11.2M0.29%21,723CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$11.2M0.29%39,466CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11.1M0.29%35,922CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10.9M0.28%63,919CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$10.8M0.28%26,453CommonSOLE
36828A101GEVGE VERNOVA INC$10.7M0.28%20,557CommonSOLE
69331C108PCGPG&E CORP$10.6M0.27%755,322CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$10.3M0.27%114,881CommonSOLE
031162100AMGNAMGEN INC$10.2M0.27%36,950CommonSOLE
902494103TSNTYSON FOODS INC$10.2M0.26%183,232CommonSOLE
617446448MSMORGAN STANLEY$10.1M0.26%71,931CommonSOLE
G54950103LINLINDE PLC$10.1M0.26%21,786CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$10.1M0.26%78,715CommonSOLE
922475108VEEVVEEVA SYS INC$9.9M0.26%34,898CommonSOLE
G5960L103MDTMEDTRONIC PLC$9.8M0.25%113,371CommonSOLE
03831W108APPAPPLOVIN CORP$9.6M0.25%28,898CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.6M0.25%86,886CommonSOLE
907818108UNPUNION PAC CORP$9.6M0.25%41,506CommonSOLE
595112103MUMICRON TECHNOLOGY INC$9.6M0.25%76,872CommonSOLE
G29183103ETNEATON CORP PLC$9.4M0.25%26,746CommonSOLE
717081103PFEPFIZER INC$9.4M0.25%390,489CommonSOLE
26875P101EOGEOG RES INC$9.4M0.25%78,102CommonSOLE
872540109TJXTJX COS INC NEW$9.4M0.24%75,797CommonSOLE
89832Q109TFCTRUIST FINL CORP$9.3M0.24%219,252CommonSOLE
25809K105DASHDOORDASH INC$9.2M0.24%37,939CommonSOLE
268150109DTDYNATRACE INC$9.1M0.24%165,062CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8.9M0.23%253,057CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.9M0.23%125,350CommonSOLE
002824100ABTABBOTT LABS$8.9M0.23%65,913CommonSOLE
235851102DHRDANAHER CORPORATION$8.8M0.23%44,202CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$8.4M0.22%1,681,232CommonSOLE
049468101TEAMATLASSIAN CORPORATION$8.3M0.21%40,866CommonSOLE
67059N108NTNXNUTANIX INC$8.2M0.21%109,505CommonSOLE
863667101SYKSTRYKER CORPORATION$8.2M0.21%20,871CommonSOLE
548661107LOWLOWES COS INC$8.2M0.21%36,518CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.1M0.21%64,107CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$8.1M0.21%103,616CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.1M0.21%18,767CommonSOLE
20825C104COPCONOCOPHILLIPS$8.0M0.21%89,183CommonSOLE
032654105ADIANALOG DEVICES INC$8.0M0.21%33,896CommonSOLE
443201108HWMHOWMET AEROSPACE INC$8.0M0.21%43,276CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.0M0.21%89,918CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.9M0.21%42,509CommonSOLE
166764100CVXCHEVRON CORP NEW$7.8M0.20%54,323CommonSOLE
032095101APHAMPHENOL CORP NEW$7.7M0.20%78,393CommonSOLE
09062X103BIIBBIOGEN INC$7.4M0.19%58,862CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7.4M0.19%99,842CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$7.3M0.19%68,115CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7.2M0.19%39,700CommonSOLE
81762P102NOWSERVICENOW INC$7.2M0.19%7,038CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$7.0M0.18%30,476CommonSOLE
337738108FISVFISERV INC$6.7M0.18%39,139CommonSOLE
75513E101RTXRTX CORPORATION$6.7M0.17%46,430CommonSOLE
00766T100ACMAECOM$6.7M0.17%59,189CommonSOLE
74340W103PLDPROLOGIS INC.$6.6M0.17%62,635CommonSOLE
771049103RBLXROBLOX CORP$6.6M0.17%62,106CommonSOLE
72352L106PINSPINTEREST INC$6.5M0.17%182,102CommonSOLE
09260D107BXBLACKSTONE INC$6.5M0.17%43,246CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6.5M0.17%9,323CommonSOLE
17275R102CSCOCISCO SYS INC$6.4M0.17%92,607CommonSOLE
882508104TXNTEXAS INSTRS INC$6.3M0.16%30,583CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$6.3M0.16%69,050CommonSOLE
58155Q103MCKMCKESSON CORP$6.2M0.16%8,541CommonSOLE
125523100CITHE CIGNA GROUP$6.2M0.16%18,868CommonSOLE
969904101WSMWILLIAMS SONOMA INC$6.0M0.16%36,814CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$5.9M0.15%19,166CommonSOLE
126650100CVSCVS HEALTH CORP$5.9M0.15%86,054CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5.9M0.15%54,676CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$5.8M0.15%26,711CommonSOLE
09290D101BLKBLACKROCK INC$5.7M0.15%5,444CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$5.5M0.14%20,924CommonSOLE
654106103NKENIKE INC$5.5M0.14%75,914CommonSOLE
615369105MCOMOODYS CORP$5.5M0.14%11,173CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.4M0.14%73,839CommonSOLE
172908105CTASCINTAS CORP$5.2M0.14%23,764CommonSOLE
29444U700EQIXEQUINIX INC$5.2M0.14%6,657CommonSOLE
902973304USBUS BANCORP DEL$5.2M0.14%113,480CommonSOLE
H1467J104CBCHUBB LIMITED$5.2M0.13%18,082CommonSOLE
291011104EMREMERSON ELEC CO$5.1M0.13%38,514CommonSOLE
833445109SNOWSNOWFLAKE INC$5.1M0.13%22,846CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$5.1M0.13%56,013CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.0M0.13%9,438CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4.8M0.13%12,754CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$4.7M0.12%60,821CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.6M0.12%14,459CommonSOLE
98978V103ZTSZOETIS INC$4.6M0.12%29,284CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.6M0.12%10,345CommonSOLE
629377508NRGNRG ENERGY INC$4.5M0.12%27,821CommonSOLE
896239100TRMBTRIMBLE INC$4.5M0.12%59,133CommonSOLE
34959E109FTNTFORTINET INC$4.4M0.12%43,118CommonSOLE
56585A102MPCMARATHON PETE CORP$4.4M0.11%26,306CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.3M0.11%42,940CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.3M0.11%36,695CommonSOLE
501044101KRKROGER CO$4.2M0.11%59,306CommonSOLE
009066101ABNBAIRBNB INC$4.2M0.11%31,485CommonSOLE
040413205ANETARISTA NETWORKS INC$4.2M0.11%42,102CommonSOLE
18915M107NETCLOUDFLARE INC$4.2M0.11%21,405CommonSOLE
458140100INTCINTEL CORP$4.1M0.11%181,177CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.1M0.11%88,603CommonSOLE
872590104TMUST-MOBILE US INC$4.1M0.11%17,253CommonSOLE
422806109HEIHEICO CORP NEW$4.0M0.10%14,323CommonSOLE
278865100ECLECOLAB INC$3.9M0.10%14,544CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3.8M0.10%229,218CommonSOLE
743315103PGRPROGRESSIVE CORP$3.7M0.10%13,986CommonSOLE
969457100WMBWILLIAMS COS INC$3.7M0.10%58,585CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.6M0.09%8,616CommonSOLE
020002101ALLALLSTATE CORP$3.5M0.09%17,836CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.5M0.09%6,682CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.4M0.09%11,560CommonSOLE
92338C103VLTOVERALTO CORP$3.3M0.09%32,962CommonSOLE
911363109URIUNITED RENTALS INC$3.3M0.09%4,376CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.3M0.08%188,261CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$3.2M0.08%40,613CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.2M0.08%19,528CommonSOLE
59156R108METMETLIFE INC$3.2M0.08%39,794CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.2M0.08%10,913CommonSOLE
37045V100GMGENERAL MTRS CO$3.1M0.08%62,279CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.1M0.08%18,042CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.1M0.08%19,023CommonSOLE
384802104GWWGRAINGER W W INC$3.0M0.08%2,942CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.0M0.08%2,011CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.0M0.08%5,676CommonSOLE
806857108SLBSCHLUMBERGER LTD$2.9M0.08%86,727CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2.9M0.08%17,507CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.9M0.08%16,954CommonSOLE
443573100HUBSHUBSPOT INC$2.8M0.07%5,096CommonSOLE
303250104FICOFAIR ISAAC CORP$2.8M0.07%1,530CommonSOLE
34959J108FTVFORTIVE CORP$2.8M0.07%38,739CommonSOLE
G0403H108AONAON PLC$2.8M0.07%7,821CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.7M0.07%10,858CommonSOLE
87612G101TRGPTARGA RES CORP$2.6M0.07%15,105CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.6M0.07%46,974CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.6M0.07%6,778CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.6M0.07%7,472CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.6M0.07%28,783CommonSOLE
031100100AMEAMETEK INC$2.5M0.07%13,999CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.5M0.07%3,063CommonSOLE
12572Q105CMECME GROUP INC$2.5M0.06%9,042CommonSOLE
146869102CVNACARVANA CO$2.5M0.06%7,776CommonSOLE
842587107SOSOUTHERN CO$2.4M0.06%26,340CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2.4M0.06%19,171CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.4M0.06%14,533CommonSOLE
631103108NDAQNASDAQ INC$2.3M0.06%26,123CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.3M0.06%56,044CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.3M0.06%19,466CommonSOLE
761152107RMDRESMED INC$2.3M0.06%9,081CommonSOLE
23804L103DDOGDATADOG INC$2.3M0.06%17,138CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.2M0.06%4,427CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.2M0.06%10,069CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.2M0.06%16,977CommonSOLE
925652109VICIVICI PPTYS INC$2.1M0.06%66,512CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.1M0.05%65,002CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.1M0.05%43,828CommonSOLE
366651107ITGARTNER INC$2.1M0.05%5,100CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.0M0.05%6,224CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.0M0.05%24,942CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.9M0.05%23,807CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.9M0.05%9,494CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.05%4,177CommonSOLE
55261F104MTBM & T BK CORP$1.9M0.05%9,722CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.8M0.05%26,592CommonSOLE
540424108LLOEWS CORP$1.8M0.05%20,101CommonSOLE
15135B101CNCCENTENE CORP DEL$1.8M0.05%33,650CommonSOLE
31428X106FDXFEDEX CORP$1.8M0.05%7,767CommonSOLE
92276F100VTRVENTAS INC$1.8M0.05%28,191CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.05%5,840CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.05%6,052CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.8M0.05%13,100CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.7M0.04%31,094CommonSOLE
315616102FFIVF5 INC$1.6M0.04%5,544CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.6M0.04%6,144CommonSOLE
46187W107INVHINVITATION HOMES INC$1.6M0.04%49,600CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.04%8,084CommonSOLE
87612E106TGTTARGET CORP$1.6M0.04%15,725CommonSOLE
G8473T100STESTERIS PLC$1.6M0.04%6,690CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.6M0.04%1,321CommonSOLE
665859104NTRSNORTHERN TR CORP$1.5M0.04%12,449CommonSOLE
74624M102PPURE STORAGE INC$1.5M0.04%27,840CommonSOLE
98980G102ZSZSCALER INC$1.5M0.04%4,806CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.5M0.04%14,287CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.5M0.04%22,066CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.5M0.04%12,011CommonSOLE
48251W104KKRKKR & CO INC$1.5M0.04%11,060CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.5M0.04%14,331CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.5M0.04%10,049CommonSOLE
718546104PSXPHILLIPS 66$1.5M0.04%12,256CommonSOLE
219948106CPAYCORPAY INC$1.4M0.04%4,406CommonSOLE
443510607HUBBHUBBELL INC$1.4M0.04%3,519CommonSOLE
260003108DOVDOVER CORP$1.4M0.04%7,698CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.04%14,673CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.04%3,686CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.4M0.04%59,635CommonSOLE
679295105OKTAOKTA INC$1.4M0.04%13,957CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.4M0.04%13,819CommonSOLE
88579Y101MMM3M CO$1.3M0.03%8,678CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.3M0.03%2,566CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.03%4,422CommonSOLE
281020107EIXEDISON INTL$1.3M0.03%25,094CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.3M0.03%9,085CommonSOLE
297178105ESSESSEX PPTY TR INC$1.2M0.03%4,346CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.03%6,771CommonSOLE
888787108TOSTTOAST INC$1.2M0.03%27,690CommonSOLE
745867101PHMPULTE GROUP INC$1.2M0.03%11,346CommonSOLE
G7S00T104PNRPENTAIR PLC$1.2M0.03%11,151CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.2M0.03%14,534CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.1M0.03%12,514CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.1M0.03%3,108CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.1M0.03%4,565CommonSOLE
705573103PEGAPEGASYSTEMS INC$1.0M0.03%12,628CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.0M0.03%4,763CommonSOLE
G491BT108IVZINVESCO LTD$1.0M0.03%42,052CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$1.0M0.03%7,333CommonSOLE
256163106DOCUDOCUSIGN INC$1.0M0.03%13,140CommonSOLE
565394103CARTMAPLEBEAR INC$998,2710.03%14,525CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$996,7870.03%2,532CommonSOLE
76680R206RNGRINGCENTRAL INC$983,9240.03%23,110CommonSOLE
099724106BWABORGWARNER INC$982,9860.03%19,090CommonSOLE
985817105YELPYELP INC$976,2740.03%18,535CommonSOLE
30161Q104EXELEXELIXIS INC$974,9340.03%14,572CommonSOLE
418056107HASHASBRO INC$974,0660.03%8,694CommonSOLE
142339100CSLCARLISLE COS INC$970,2890.03%2,592CommonSOLE
141788109CARGCARGURUS INC$969,6930.03%19,030CommonSOLE
89400J107TRUTRANSUNION$925,7410.02%10,609CommonSOLE
61945C103MOSMOSAIC CO NEW$921,7980.02%17,035CommonSOLE
69047Q102OVVOVINTIV INC$921,1760.02%15,654CommonSOLE
127097103CTRACOTERRA ENERGY INC$909,5650.02%35,516CommonSOLE
071813109BAXBAXTER INTL INC$883,2850.02%29,065CommonSOLE
457187102INGRINGREDION INC$875,2470.02%4,205CommonSOLE
577081102MATMATTEL INC$871,0280.02%28,714CommonSOLE
79589L106IOTSAMSARA INC$854,4490.02%21,577CommonSOLE
866674104SUISUN CMNTYS INC$840,7630.02%6,639CommonSOLE
02005N100ALLYALLY FINL INC$840,1730.02%14,094CommonSOLE
00090Q103ADTADT INC DEL$828,1730.02%64,124CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$818,4700.02%19,083CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$817,1840.02%14,603CommonSOLE
053332102AZOAUTOZONE INC$786,8690.02%218CommonSOLE
88033G407THCTENET HEALTHCARE CORP$780,2070.02%2,933CommonSOLE
74736K101QRVOQORVO INC$767,6920.02%5,976CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$764,7230.02%53,328CommonSOLE
576323109MTZMASTEC INC$759,9260.02%2,884CommonSOLE
084423102WRBBERKLEY W R CORP$744,3700.02%10,297CommonSOLE
35137L105FOXAFOX CORP$741,7340.02%13,061CommonSOLE
98954M200ZZILLOW GROUP INC$724,1800.02%10,384CommonSOLE
30161N101EXCEXELON CORP$709,8170.02%16,542CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$701,4740.02%6,732CommonSOLE
46982L108JJACOBS SOLUTIONS INC$695,0640.02%5,345CommonSOLE
958102105WDCWESTERN DIGITAL CORP$692,1390.02%10,936CommonSOLE
75734B100RDDTREDDIT INC$689,0220.02%4,818CommonSOLE
070830104BBWIBATH & BODY WORKS INC$677,2160.02%14,705CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$665,8890.02%18,036CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$643,3260.02%42,548CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$641,5740.02%2,943CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$637,7610.02%5,085CommonSOLE
902653104UDRUDR INC$635,8490.02%15,619CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$603,8890.02%12,777CommonSOLE
252131107DXCMDEXCOM INC$603,7920.02%6,994CommonSOLE
55087P104LYFTLYFT INC$603,1070.02%25,042CommonSOLE
086516101BBYBEST BUY INC$600,9500.02%8,809CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$577,2610.02%2,324CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$565,8000.01%2,614CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$557,2080.01%21,170CommonSOLE
013091103ACIALBERTSONS COS INC$540,2600.01%25,496CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$529,5700.01%1,605CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$519,6280.01%4,237CommonSOLE
733174700BPOPPOPULAR INC$515,8780.01%3,047CommonSOLE
90364P105PATHUIPATH INC$512,4410.01%26,275CommonSOLE
855244109SBUXSTARBUCKS CORP$491,4990.01%5,336CommonSOLE
172755100CRUSCIRRUS LOGIC INC$488,3990.01%3,008CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$483,7250.01%3,420CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$479,5370.01%2,928CommonSOLE
77543R102ROKUROKU INC$468,4520.01%3,517CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$463,7100.01%24,278CommonSOLE
92337F107VCYTVERACYTE INC$457,8570.01%10,915CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$456,4780.01%1,638CommonSOLE
125269100CFCF INDS HLDGS INC$449,4000.01%4,939CommonSOLE
534187109LNCLINCOLN NATL CORP IND$443,2470.01%8,369CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$440,8960.01%5,512CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$432,5330.01%10,065CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$431,9910.01%2,468CommonSOLE
438516106HONHONEYWELL INTL INC$425,8900.01%1,861CommonSOLE
775711104ROLROLLINS INC$421,3870.01%7,502CommonSOLE
62944T105NVRNVR INC$420,4040.01%57CommonSOLE
20602D101CNXCCONCENTRIX CORP$411,0050.01%5,188CommonSOLE
30040W108ESEVERSOURCE ENERGY$405,1870.01%6,395CommonSOLE
143130102KMXCARMAX INC$400,1800.01%3,922CommonSOLE
500255104KSSKOHLS CORP$386,8940.01%29,921CommonSOLE
16411R208LNGCHENIERE ENERGY INC$385,6800.01%1,607CommonSOLE
398438408GRFSGRIFOLS S A$384,7130.01%28,342CommonSOLE
199908104FIXCOMFORT SYS USA INC$367,2020.01%448CommonSOLE
00130H105AESAES CORP$360,2020.01%21,932CommonSOLE
49446R109KIMKIMCO RLTY CORP$359,5150.01%17,177CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$358,4960.01%5,833CommonSOLE
552848103MTGMGIC INVT CORP WIS$353,8870.01%8,348CommonSOLE
058498106BALLBALL CORP$340,5470.01%6,037CommonSOLE
98419M100XYLXYLEM INC$332,7570.01%2,595CommonSOLE
436440101HO1HOLOGIC INC$332,1360.01%5,109CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$323,0200.01%2,560CommonSOLE
29786A106ETSYETSY INC$317,2370.01%4,089CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$317,2300.01%9,507CommonSOLE
G75751100RACRITHM ACQUISITION CORP$307,8270.01%17,625CommonSOLE
29476L107EQREQUITY RESIDENTIAL$304,6240.01%4,523CommonSOLE
98138H101WDAYWORKDAY INC$303,8340.01%1,280CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$300,5160.01%4,402CommonSOLE
30063P105EXKEXACT SCIENCES CORP$284,6400.01%3,463CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$269,2080.01%1,090CommonSOLE
92840M102VSTVISTRA CORP$263,3040.01%1,350CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$245,2880.01%772CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$230,9090.01%118CommonSOLE
N00985106AERAERCAP HOLDINGS NV$223,8110.01%1,909CommonSOLE
783549108RRYDER SYS INC$219,1170.01%889CommonSOLE
758849103REGREGENCY CTRS CORP$216,0640.01%3,063CommonSOLE
109641100EATBRINKER INTL INC$206,0570.01%747CommonSOLE
03743Q108APAAPA CORPORATION$201,4330.01%7,084CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$200,7740.01%1,065CommonSOLE

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.