MondegarAI
Vinva Investment Management Ltd

Q3 2025 · 13F-HR

Vinva Investment Management Ltdholdings as filed

Filed 2025-11-13 · accession 0001754960-25-000781

$5.12B
Reported value
421
Positions
2025-09-30
Period end
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The Brief · Vinva Investment Management Ltd · Q3 2025

AI · grounded in 13F

Vinva Investment Management Ltd established a new position in NVDA valued at $394.4M. The fund also initiated new stakes in AAPL for $322.2M and MSFT for $302.5M. Additional new positions include AMZN at $175.3M and CASH at $140.4M. Total assets under management stand at $5.1B across 421 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$394.4M7.71%2,168,840CommonSOLE
037833100AAPLAPPLE INC$322.2M6.30%1,266,391CommonSOLE
594918104MSFTMICROSOFT CORP$302.5M5.91%587,820CommonSOLE
023135106AMZNAMAZON COM INC$175.3M3.43%788,997CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$140.4M2.74%188,804CommonSOLE
11135F101AVGOBROADCOM INC$126.1M2.46%384,642CommonSOLE
02079K305GOOGLALPHABET INC$121.4M2.37%497,424CommonSOLE
02079K107GOOGALPHABET INC$103.8M2.03%424,738CommonSOLE
88160R101TSLATESLA INC$91.1M1.78%205,443CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$66.0M1.29%209,217CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$51.2M1.00%90,196CommonSOLE
92826C839VVISA INC$50.8M0.99%149,435CommonSOLE
55354G100MSCIMSCI INC$46.0M0.90%80,689CommonSOLE
532457108LLYELI LILLY & CO$45.5M0.89%62,653CommonSOLE
64110L106NFLXNETFLIX INC$43.2M0.85%35,843CommonSOLE
81141R100SESEA LTD$37.3M0.73%203,965CommonSOLE
00287Y109ABBVABBVIE INC$36.3M0.71%162,584CommonSOLE
12504L109CBRECBRE GROUP INC$35.9M0.70%225,557CommonSOLE
143658300CCL1EURCARNIVAL CORP$35.7M0.70%1,203,311CommonSOLE
651639106NEMNEWMONT CORP$35.6M0.70%421,415CommonSOLE
285512109EAELECTRONIC ARTS INC$34.9M0.68%172,909CommonSOLE
931142103WMTWALMART INC$34.5M0.67%334,902CommonSOLE
747525103QCOMQUALCOMM INC$34.1M0.67%206,593CommonSOLE
29084Q100EMEEMCOR GROUP INC$33.5M0.65%52,289CommonSOLE
380237107GDDYGODADDY INC$33.0M0.65%230,073CommonSOLE
478160104JNJJOHNSON & JOHNSON$32.9M0.64%180,971CommonSOLE
37940X102GPNGLOBAL PMTS INC$32.2M0.63%368,021CommonSOLE
64110D104NTAPNETAPP INC$31.9M0.62%266,626CommonSOLE
060505104BACBANK AMERICA CORP$31.8M0.62%605,931CommonSOLE
46266C105IQVIQVIA HLDGS INC$31.5M0.62%173,471CommonSOLE
466313103JBLJABIL INC$31.4M0.61%145,465CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$31.2M0.61%33,989CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$30.7M0.60%361,534CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$30.2M0.59%563,386CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$29.1M0.57%397,508CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$28.7M0.56%664,074CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$28.5M0.56%418,694CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.8M0.54%55,708CommonSOLE
67059N108NTNXNUTANIX INC$27.2M0.53%353,511CommonSOLE
30231G102XOMEXXON MOBIL CORP$26.9M0.52%235,178CommonSOLE
437076102HDHOME DEPOT INC$26.6M0.52%65,292CommonSOLE
89832Q109TFCTRUIST FINL CORP$26.1M0.51%568,169CommonSOLE
37045V100GMGENERAL MTRS CO$25.9M0.51%423,968CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$25.8M0.50%584,506CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$25.7M0.50%116,643CommonSOLE
574599106MASMASCO CORP$24.9M0.49%354,958CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$24.1M0.47%310,317CommonSOLE
228368106CCKCROWN HLDGS INC$23.8M0.47%245,027CommonSOLE
92343E102VRSNVERISIGN INC$23.3M0.46%81,961CommonSOLE
58733R102MELIMERCADOLIBRE INC$22.8M0.45%9,111CommonSOLE
68389X105ORCLORACLE CORP$22.7M0.44%80,355CommonSOLE
876030107TPRTAPESTRY INC$22.6M0.44%200,900CommonSOLE
00724F101ADBEADOBE INC$21.6M0.42%60,089CommonSOLE
052769106ADSKAUTODESK INC$21.4M0.42%66,474CommonSOLE
742718109PGPROCTER AND GAMBLE CO$21.2M0.42%138,335CommonSOLE
902494103TSNTYSON FOODS INC$21.1M0.41%387,714CommonSOLE
278642103EBAYEBAY INC.$20.8M0.41%227,244CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.5M0.40%59,317CommonSOLE
949746101WMT2WELLS FARGO CO NEW$20.4M0.40%240,565CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$20.0M0.39%76,587CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$19.7M0.39%122,305CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.6M0.38%24,339CommonSOLE
79466L302CRMSALESFORCE INC$19.3M0.38%78,838CommonSOLE
22822V101CCICROWN CASTLE INC$19.0M0.37%197,804CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$19.0M0.37%183,267CommonSOLE
58933Y105MRKMERCK & CO INC$18.6M0.36%236,544CommonSOLE
857477103STTSTATE STR CORP$18.2M0.36%155,548CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$17.9M0.35%3,273CommonSOLE
191216100KOCOCA COLA CO$17.7M0.35%267,398CommonSOLE
482480100KLACKLA CORP$17.6M0.34%16,532CommonSOLE
254687106DISDISNEY WALT CO$17.4M0.34%151,590CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17.3M0.34%105,795CommonSOLE
713448108PEPPEPSICO INC$17.2M0.34%122,488CommonSOLE
512807306LRCXLAM RESEARCH CORP$16.8M0.33%128,092CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$16.8M0.33%168,482CommonSOLE
00206R102TAT&T INC$16.7M0.33%594,405CommonSOLE
03831W108APPAPPLOVIN CORP$16.3M0.32%22,853CommonSOLE
172967424CCITIGROUP INC$16.3M0.32%157,534CommonSOLE
892672106TWTRADEWEB MKTS INC$16.2M0.32%145,329CommonSOLE
17275R102CSCOCISCO SYS INC$15.7M0.31%232,306CommonSOLE
461202103INTUINTUIT$14.9M0.29%21,506CommonSOLE
883203101TXTTEXTRON INC$14.9M0.29%177,523CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$14.9M0.29%32,256CommonSOLE
M98068105WIXWIX COM LTD$14.8M0.29%82,064CommonSOLE
36828A101GEVGE VERNOVA INC$14.8M0.29%24,609CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$14.7M0.29%79,009CommonSOLE
369604301GEGE AEROSPACE$14.6M0.28%49,622CommonSOLE
049468101TEAMATLASSIAN CORPORATION$14.5M0.28%86,482CommonSOLE
G54950103LINLINDE PLC$14.4M0.28%30,267CommonSOLE
45337C102INCYINCYTE CORP$14.2M0.28%169,732CommonSOLE
665859104NTRSNORTHERN TR CORP$14.0M0.27%104,738CommonSOLE
038222105AMATAPPLIED MATLS INC$13.9M0.27%67,665CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13.9M0.27%42,417CommonSOLE
00766T100ACMAECOM$13.5M0.26%104,146CommonSOLE
03073E105CORCENCORA INC$13.4M0.26%43,581CommonSOLE
G5960L103MDTMEDTRONIC PLC$13.2M0.26%140,800CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$13.2M0.26%91,624CommonSOLE
872540109TJXTJX COS INC NEW$13.0M0.25%90,357CommonSOLE
78409V104SPGIS&P GLOBAL INC$13.0M0.25%26,382CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$12.9M0.25%64,115CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$12.9M0.25%66,223CommonSOLE
771049103RBLXROBLOX CORP$12.7M0.25%89,576CommonSOLE
256163106DOCUDOCUSIGN INC$12.4M0.24%146,770CommonSOLE
031162100AMGNAMGEN INC$12.3M0.24%44,908CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$12.3M0.24%126,545CommonSOLE
617446448MSMORGAN STANLEY$12.3M0.24%76,055CommonSOLE
922475108VEEVVEEVA SYS INC$12.2M0.24%41,661CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$12.1M0.24%54,227CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$12.1M0.24%124,760CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$12.1M0.24%110,250CommonSOLE
032095101APHAMPHENOL CORP NEW$12.0M0.24%99,571CommonSOLE
907818108UNPUNION PAC CORP$11.9M0.23%50,413CommonSOLE
443201108HWMHOWMET AEROSPACE INC$11.9M0.23%61,757CommonSOLE
72352L106PINSPINTEREST INC$11.8M0.23%354,913CommonSOLE
74624M102PPURE STORAGE INC$11.5M0.22%138,492CommonSOLE
717081103PFEPFIZER INC$11.4M0.22%478,174CommonSOLE
375558103GILDGILEAD SCIENCES INC$11.4M0.22%100,995CommonSOLE
166764100CVXCHEVRON CORP NEW$11.3M0.22%72,380CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$11.3M0.22%1,832,989CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.3M0.22%14,969CommonSOLE
65339F101NEENEXTERA ENERGY INC$11.1M0.22%145,153CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10.9M0.21%110,759CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$10.7M0.21%14,751CommonSOLE
958102105WDCWESTERN DIGITAL CORP$10.7M0.21%91,590CommonSOLE
863667101SYKSTRYKER CORPORATION$10.7M0.21%28,803CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$10.6M0.21%52,580CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$10.6M0.21%24,964CommonSOLE
81762P102NOWSERVICENOW INC$10.6M0.21%11,253CommonSOLE
125269100CFCF INDS HLDGS INC$10.4M0.20%111,272CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.2M0.20%58,287CommonSOLE
002824100ABTABBOTT LABS$10.2M0.20%76,673CommonSOLE
548661107LOWLOWES COS INC$10.1M0.20%39,778CommonSOLE
26875P101EOGEOG RES INC$10.0M0.20%88,605CommonSOLE
443573100HUBSHUBSPOT INC$10.0M0.20%19,232CommonSOLE
235851102DHRDANAHER CORPORATION$10.0M0.20%53,849CommonSOLE
90138F102TWLOTWILIO INC$10.0M0.19%95,660CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9.8M0.19%311,734CommonSOLE
032654105ADIANALOG DEVICES INC$9.8M0.19%40,075CommonSOLE
G29183103ETNEATON CORP PLC$9.6M0.19%26,028CommonSOLE
20825C104COPCONOCOPHILLIPS$9.5M0.19%98,776CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$9.4M0.18%113,525CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9.2M0.18%114,565CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$9.0M0.18%36,557CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.0M0.18%128,631CommonSOLE
882508104TXNTEXAS INSTRS INC$8.9M0.17%48,670CommonSOLE
268150109DTDYNATRACE INC$8.9M0.17%180,506CommonSOLE
74340W103PLDPROLOGIS INC.$8.6M0.17%75,037CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.5M0.17%19,363CommonSOLE
H1467J104CBCHUBB LIMITED$8.3M0.16%29,673CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.3M0.16%49,289CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$8.3M0.16%41,262CommonSOLE
770700102HOODROBINHOOD MKTS INC$8.1M0.16%59,419CommonSOLE
58155Q103MCKMCKESSON CORP$8.0M0.16%10,492CommonSOLE
126650100CVSCVS HEALTH CORP$8.0M0.16%105,486CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7.8M0.15%18,870CommonSOLE
09260D107BXBLACKSTONE INC$7.8M0.15%44,218CommonSOLE
69331C108PCGPG&E CORP$7.7M0.15%513,113CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$7.7M0.15%39,068CommonSOLE
149123101CATCATERPILLAR INC$7.3M0.14%15,572CommonSOLE
98954M200ZZILLOW GROUP INC$7.2M0.14%89,271CommonSOLE
615369105MCOMOODYS CORP$6.7M0.13%13,904CommonSOLE
337738108FISVFISERV INC$6.6M0.13%50,675CommonSOLE
125523100CITHE CIGNA GROUP$6.6M0.13%22,973CommonSOLE
902973304USBUS BANCORP DEL$6.6M0.13%133,719CommonSOLE
743315103PGRPROGRESSIVE CORP$6.5M0.13%26,786CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6.4M0.13%15,247CommonSOLE
29444U700EQIXEQUINIX INC$6.4M0.12%8,177CommonSOLE
969904101WSMWILLIAMS SONOMA INC$6.4M0.12%33,213CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$6.2M0.12%24,735CommonSOLE
G87052109TELTE CONNECTIVITY PLC$6.1M0.12%27,938CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6.0M0.12%67,006CommonSOLE
833445109SNOWSNOWFLAKE INC$6.0M0.12%26,669CommonSOLE
56585A102MPCMARATHON PETE CORP$6.0M0.12%30,512CommonSOLE
172908105CTASCINTAS CORP$5.8M0.11%28,535CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5.8M0.11%47,116CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$5.7M0.11%20,537CommonSOLE
09062X103BIIBBIOGEN INC$5.4M0.10%38,704CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$5.3M0.10%98,403CommonSOLE
N00985106AERAERCAP HOLDINGS NV$5.2M0.10%43,007CommonSOLE
G7S00T104PNRPENTAIR PLC$5.2M0.10%47,446CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.1M0.10%19,432CommonSOLE
020002101ALLALLSTATE CORP$5.0M0.10%23,672CommonSOLE
872590104TMUST-MOBILE US INC$4.9M0.10%20,698CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4.9M0.10%8,775CommonSOLE
45168D104IDXXIDEXX LABS INC$4.8M0.09%7,617CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$4.6M0.09%24,919CommonSOLE
18915M107NETCLOUDFLARE INC$4.6M0.09%21,157CommonSOLE
501044101KRKROGER CO$4.6M0.09%69,070CommonSOLE
98978V103ZTSZOETIS INC$4.6M0.09%31,974CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.5M0.09%27,707CommonSOLE
842587107SOSOUTHERN CO$4.4M0.09%47,066CommonSOLE
009066101ABNBAIRBNB INC$4.4M0.09%35,924CommonSOLE
209115104EDCONSOLIDATED EDISON INC$4.4M0.09%44,077CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4.2M0.08%239,668CommonSOLE
25809K105DASHDOORDASH INC$4.1M0.08%15,099CommonSOLE
278865100ECLECOLAB INC$4.1M0.08%14,971CommonSOLE
92338C103VLTOVERALTO CORP$4.0M0.08%38,313CommonSOLE
458140100INTCINTEL CORP$4.0M0.08%115,691CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.9M0.08%11,535CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.9M0.08%21,377CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.9M0.08%37,755CommonSOLE
59156R108METMETLIFE INC$3.9M0.08%47,631CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.9M0.08%7,801CommonSOLE
654106103NKENIKE INC$3.9M0.08%55,984CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.9M0.08%16,925CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3.8M0.07%31,255CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$3.8M0.07%58,069CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.8M0.07%13,210CommonSOLE
G0403H108AONAON PLC$3.8M0.07%10,697CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.7M0.07%53,982CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.7M0.07%21,616CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3.6M0.07%46,635CommonSOLE
98138H101WDAYWORKDAY INC$3.6M0.07%14,512CommonSOLE
23804L103DDOGDATADOG INC$3.5M0.07%24,313CommonSOLE
146869102CVNACARVANA CO$3.5M0.07%8,957CommonSOLE
422806208HEI/AHEICO CORP NEW$3.5M0.07%13,831CommonSOLE
031100100AMEAMETEK INC$3.5M0.07%18,581CommonSOLE
969457100WMBWILLIAMS COS INC$3.4M0.07%53,918CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.4M0.07%8,635CommonSOLE
629377508NRGNRG ENERGY INC$3.4M0.07%20,322CommonSOLE
281020107EIXEDISON INTL$3.3M0.06%59,108CommonSOLE
87612G101TRGPTARGA RES CORP$3.2M0.06%19,156CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.2M0.06%87,058CommonSOLE
631103108NDAQNASDAQ INC$3.1M0.06%35,431CommonSOLE
871829107SYYSYSCO CORP$3.1M0.06%38,301CommonSOLE
303250104FICOFAIR ISAAC CORP$3.1M0.06%2,003CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.0M0.06%22,940CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.0M0.06%12,238CommonSOLE
75513E101RTXRTX CORPORATION$3.0M0.06%18,417CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.0M0.06%8,620CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.8M0.06%22,808CommonSOLE
925652109VICIVICI PPTYS INC$2.8M0.05%86,373CommonSOLE
291011104EMREMERSON ELEC CO$2.8M0.05%21,712CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.7M0.05%12,144CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2.7M0.05%15,519CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.7M0.05%17,378CommonSOLE
55261F104MTBM & T BK CORP$2.6M0.05%13,303CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.6M0.05%15,110CommonSOLE
74762E102QUREQUANTA SVCS INC$2.6M0.05%6,336CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.5M0.05%9,781CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.5M0.05%4,253CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.5M0.05%3,515CommonSOLE
806857108SLBSCHLUMBERGER LTD$2.5M0.05%70,532CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.4M0.05%92,163CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.4M0.05%11,888CommonSOLE
679295105OKTAOKTA INC$2.4M0.05%25,207CommonSOLE
580135101MCDMCDONALDS CORP$2.3M0.05%7,637CommonSOLE
02209S103MOALTRIA GROUP INC$2.3M0.04%34,786CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.2M0.04%1,741CommonSOLE
87612E106TGTTARGET CORP$2.2M0.04%24,844CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.2M0.04%4,815CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.2M0.04%7,442CommonSOLE
60937P106MDBMONGODB INC$2.1M0.04%6,758CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.1M0.04%8,956CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.1M0.04%59,188CommonSOLE
443510607HUBBHUBBELL INC$2.1M0.04%4,841CommonSOLE
G8473T100STESTERIS PLC$2.0M0.04%8,346CommonSOLE
75734B100RDDTREDDIT INC$2.0M0.04%8,459CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.0M0.04%6,888CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.9M0.04%3,360CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.9M0.04%28,836CommonSOLE
761152107RMDRESMED INC$1.9M0.04%7,050CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.04%5,612CommonSOLE
217204106CPRTCOPART INC$1.9M0.04%41,625CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.9M0.04%17,936CommonSOLE
45784P101PODDINSULET CORP$1.8M0.04%5,942CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.8M0.04%3,299CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.8M0.04%39,497CommonSOLE
315616102FFIVF5 INC$1.8M0.03%5,513CommonSOLE
31428X106FDXFEDEX CORP$1.8M0.03%7,474CommonSOLE
34959E109FTNTFORTINET INC$1.8M0.03%20,855CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.8M0.03%29,846CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.7M0.03%9,834CommonSOLE
46187W107INVHINVITATION HOMES INC$1.7M0.03%58,234CommonSOLE
718546104PSXPHILLIPS 66$1.7M0.03%12,095CommonSOLE
12572Q105CMECME GROUP INC$1.6M0.03%5,992CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$1.6M0.03%20,828CommonSOLE
540424108LLOEWS CORP$1.6M0.03%15,577CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.5M0.03%20,026CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.5M0.03%6,803CommonSOLE
89400J107TRUTRANSUNION$1.5M0.03%17,939CommonSOLE
219948106CPAYCORPAY INC$1.5M0.03%5,151CommonSOLE
260003108DOVDOVER CORP$1.5M0.03%8,945CommonSOLE
526107107LIILENNOX INTL INC$1.5M0.03%2,836CommonSOLE
668771108GENGEN DIGITAL INC$1.5M0.03%51,082CommonSOLE
30161Q104EXELEXELIXIS INC$1.4M0.03%22,964CommonSOLE
896239100TRMBTRIMBLE INC$1.4M0.03%17,199CommonSOLE
690742101OCOWENS CORNING NEW$1.4M0.03%9,980CommonSOLE
418056107HASHASBRO INC$1.4M0.03%11,929CommonSOLE
493267108KEYKEYCORP$1.4M0.03%73,246CommonSOLE
76680R206RNGRINGCENTRAL INC$1.4M0.03%29,216CommonSOLE
00090Q103ADTADT INC DEL$1.4M0.03%101,880CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$1.4M0.03%8,757CommonSOLE
29786A106ETSYETSY INC$1.3M0.03%11,925CommonSOLE
297178105ESSESSEX PPTY TR INC$1.3M0.03%5,044CommonSOLE
141788109CARGCARGURUS INC$1.3M0.03%23,227CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.3M0.03%6,812CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.3M0.03%15,893CommonSOLE
69047Q102OVVOVINTIV INC$1.3M0.03%21,039CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.3M0.03%12,471CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.3M0.02%14,511CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.3M0.02%3,798CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.3M0.02%1,058CommonSOLE
422806109HEIHEICO CORP NEW$1.2M0.02%3,901CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.02%4,379CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.02%13,911CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.2M0.02%10,528CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.2M0.02%9,982CommonSOLE
985817105YELPYELP INC$1.2M0.02%24,456CommonSOLE
12514G108CDWCDW CORP$1.2M0.02%7,156CommonSOLE
74736K101QRVOQORVO INC$1.1M0.02%8,338CommonSOLE
099724106BWABORGWARNER INC$1.1M0.02%17,009CommonSOLE
G491BT108IVZINVESCO LTD$1.1M0.02%31,000CommonSOLE
749685103RPMRPM INTL INC$1.1M0.02%9,170CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.0M0.02%3,529CommonSOLE
143130102KMXCARMAX INC$1.0M0.02%15,167CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.0M0.02%3,209CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.0M0.02%14,355CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$995,8290.02%9,207CommonSOLE
888787108TOSTTOAST INC$991,7790.02%26,711CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$970,9400.02%22,698CommonSOLE
436440101HO1HOLOGIC INC$970,2500.02%14,449CommonSOLE
55087P104LYFTLYFT INC$961,2670.02%27,568CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$959,2380.02%8,919CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$950,4700.02%6,776CommonSOLE
125896100CMSCMS ENERGY CORP$946,3740.02%13,005CommonSOLE
61945C103MOSMOSAIC CO NEW$943,3200.02%17,877CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$939,6820.02%1,910CommonSOLE
29476L107EQREQUITY RESIDENTIAL$930,4450.02%14,511CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$898,5710.02%3,026CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$881,1100.02%8,910CommonSOLE
911363109URIUNITED RENTALS INC$877,8180.02%930CommonSOLE
01626W101ALITALIGHT INC$865,7230.02%171,477CommonSOLE
09227Q100BLKBBLACKBAUD INC$852,2320.02%8,869CommonSOLE
03743Q108APAAPA CORPORATION$848,4880.02%22,924CommonSOLE
127097103CTRACOTERRA ENERGY INC$839,5980.02%35,516CommonSOLE
053332102AZOAUTOZONE INC$833,3990.02%195CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$832,4010.02%3,724CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$828,5290.02%14,915CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$813,5230.02%1,781CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$812,2410.02%42,548CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$810,8090.02%14,608CommonSOLE
384802104GWWGRAINGER W W INC$810,5230.02%855CommonSOLE
565394103CARTMAPLEBEAR INC$795,1260.02%13,789CommonSOLE
609207105MDLZMONDELEZ INTL INC$774,1690.02%12,361CommonSOLE
62944T105NVRNVR INC$752,8480.01%93CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$745,7670.01%6,075CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$743,6850.01%4,833CommonSOLE
48251W104KKRKKR & CO INC$720,4090.01%5,357CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$718,0360.01%3,489CommonSOLE
98419M100XYLXYLEM INC$717,1590.01%4,982CommonSOLE
30063P105EXKEXACT SCIENCES CORP$715,0560.01%8,809CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$692,1530.01%385CommonSOLE
98980G102ZSZSCALER INC$686,2650.01%11,347CommonSOLE
866674104SUISUN CMNTYS INC$659,6230.01%5,109CommonSOLE
71944F106PHRPHREESIA INC$651,8820.01%18,203CommonSOLE
338307101FIVNFIVE9 INC$649,7980.01%16,777CommonSOLE
577081102MATMATTEL INC$648,8130.01%25,157CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$642,7420.01%16,430CommonSOLE
49446R109KIMKIMCO RLTY CORP$626,3710.01%28,905CommonSOLE
438516106HONHONEYWELL INTL INC$609,2140.01%2,911CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$609,1960.01%53,061CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$604,2880.01%4,206CommonSOLE
35137L105FOXAFOX CORP$585,7900.01%9,316CommonSOLE
92276F100VTRVENTAS INC$583,4250.01%8,431CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$583,2420.01%4,256CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$576,1170.01%24,278CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$571,8000.01%2,963CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$562,9420.01%1,258CommonSOLE
30161N101EXCEXELON CORP$551,1170.01%12,449CommonSOLE
086516101BBYBEST BUY INC$547,3240.01%7,234CommonSOLE
902653104UDRUDR INC$537,2180.01%14,543CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$529,0740.01%13,260CommonSOLE
88033G407THCTENET HEALTHCARE CORP$522,5780.01%1,708CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$520,1300.01%39,451CommonSOLE
06652K103BKUBANKUNITED INC$514,7320.01%8,861CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$513,3690.01%13,159CommonSOLE
457187102INGRINGREDION INC$502,8630.01%2,730CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$482,0240.01%633CommonSOLE
946784105WAYWAYSTAR HLDG CORP$479,7950.01%8,416CommonSOLE
919794107VLYVALLEY NATL BANCORP$475,4190.01%29,522CommonSOLE
G4705A100ICLRICON PLC$472,2230.01%1,900CommonSOLE
77543R102ROKUROKU INC$465,2410.01%3,057CommonSOLE
63938C108NAVINAVIENT CORPORATION$454,7030.01%22,843CommonSOLE
760759100RSGREPUBLIC SVCS INC$432,2360.01%1,887CommonSOLE
29977A105EVREVERCORE INC$425,7970.01%822CommonSOLE
233331107DTEDTE ENERGY CO$423,3140.01%3,005CommonSOLE
303075105FDSFACTSET RESH SYS INC$416,8210.01%1,434CommonSOLE
02005N100ALLYALLY FINL INC$411,8710.01%6,795CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$411,6430.01%16,887CommonSOLE
44891N208IACIAC INC$410,0800.01%7,672CommonSOLE
G01767105ALKSALKERMES PLC$408,8800.01%9,259CommonSOLE
422704106HLHECLA MNG CO$402,4960.01%22,261CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$394,4690.01%2,946CommonSOLE
194014502ENOVENOVIS CORPORATION$389,2250.01%8,481CommonSOLE
398438408GRFSGRIFOLS S A$387,5480.01%25,665CommonSOLE
98985Y108ZYMEZYMEWORKS INC$382,3790.01%14,594CommonSOLE
92556V106VTRSVIATRIS INC$371,7920.01%25,415CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$363,3390.01%11,190CommonSOLE
G6683N103NUNU HLDGS LTD$350,1030.01%21,950CommonSOLE
705573103PEGAPEGASYSTEMS INC$332,6850.01%3,734CommonSOLE
G0176J109ALLEALLEGION PLC$327,5000.01%1,871CommonSOLE
452327109ILMNILLUMINA INC$323,0150.01%3,516CommonSOLE
00130H105AESAES CORP$310,1460.01%15,498CommonSOLE
83444M101SOLVSOLVENTUM CORP$303,4990.01%4,203CommonSOLE
57142B104MQMARQETA INC$283,1040.01%34,476CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$269,2320.01%4,402CommonSOLE
783549108RRYDER SYS INC$252,7470.00%889CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$248,9900.00%1,496CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$241,2670.00%1,596CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$236,0080.00%772CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$231,6670.00%1,131CommonSOLE
070830104BBWIBATH & BODY WORKS INC$230,0050.00%5,804CommonSOLE
14316J108CGCARLYLE GROUP INC$225,1030.00%3,469CommonSOLE
16411R208LNGCHENIERE ENERGY INC$220,1550.00%935CommonSOLE
384747101GRALGRAIL INC$219,2240.00%2,453CommonSOLE
20602D101CNXCCONCENTRIX CORP$206,3450.00%2,837CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$205,4920.00%6,980CommonSOLE
92337F107VCYTVERACYTE INC$205,2050.00%4,015CommonSOLE
79589L106IOTSAMSARA INC$203,8540.00%5,477CommonSOLE
55616P104MMACYS INC$201,5370.00%7,294CommonSOLE

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.