MondegarAI
Vinva Investment Management Ltd

Q4 2025 · 13F-HR

Vinva Investment Management Ltdholdings as filed

Filed 2026-02-17 · accession 0001754960-26-000183

$8.02B
Reported value
396
Positions
2025-12-31
Period end
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The Brief · Vinva Investment Management Ltd · Q4 2025

AI · grounded in 13F

Vinva Investment Management Ltd established a new position in META valued at $200.49M. The fund closed its positions in CASH and GOOG, reducing holdings by $140.36M and $103.79M respectively. Additionally, the manager increased its share count in GOOGL by 181.84% and AMZN by 62.11%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$603.0M7.51%3,215,088CommonSOLE
037833100AAPLAPPLE INC$535.9M6.68%1,962,603CommonSOLE
594918104MSFTMICROSOFT CORP$443.1M5.52%908,934CommonSOLE
02079K305GOOGLALPHABET INC$440.4M5.49%1,401,954CommonSOLE
023135106AMZNAMAZON COM INC$297.4M3.71%1,279,081CommonSOLE
11135F101AVGOBROADCOM INC$212.7M2.65%607,842CommonSOLE
30303M102METAMETA PLATFORMS INC$200.5M2.50%301,057CommonSOLE
88160R101TSLATESLA INC$135.3M1.69%297,696CommonSOLE
532457108LLYELI LILLY & CO$105.4M1.31%97,583CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$103.9M1.29%321,223CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$91.0M1.13%157,558CommonSOLE
92826C839VVISA INC$87.0M1.08%245,904CommonSOLE
55354G100MSCIMSCI INC$73.1M0.91%125,355CommonSOLE
876030107TPRTAPESTRY INC$66.2M0.83%506,737CommonSOLE
12504L109CBRECBRE GROUP INC$64.5M0.80%395,212CommonSOLE
89832Q109TFCTRUIST FINL CORP$62.0M0.77%1,251,183CommonSOLE
747525103QCOMQUALCOMM INC$61.8M0.77%355,960CommonSOLE
931142103WMTWALMART INC$59.2M0.74%528,520CommonSOLE
466313103JBLJABIL INC$58.9M0.73%252,769CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$57.7M0.72%10,625CommonSOLE
64110D104NTAPNETAPP INC$56.6M0.71%516,620CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$56.4M0.70%668,541CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$56.0M0.70%194,594CommonSOLE
00287Y109ABBVABBVIE INC$55.1M0.69%240,030CommonSOLE
052769106ADSKAUTODESK INC$52.7M0.66%175,960CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$52.4M0.65%604,257CommonSOLE
37045V100GMGENERAL MTRS CO$52.2M0.65%633,655CommonSOLE
64110L106NFLXNETFLIX INC$52.1M0.65%556,014CommonSOLE
00724F101ADBEADOBE INC$52.1M0.65%147,916CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$50.9M0.63%938,341CommonSOLE
37940X102GPNGLOBAL PMTS INC$50.8M0.63%633,595CommonSOLE
380237107GDDYGODADDY INC$49.1M0.61%384,847CommonSOLE
060505104BACBANK AMERICA CORP$48.4M0.60%876,309CommonSOLE
46266C105IQVIQVIA HLDGS INC$48.1M0.60%211,436CommonSOLE
81141R100SESEA LTD$47.7M0.59%370,365CommonSOLE
143658300CCL1EURCARNIVAL CORP$47.6M0.59%1,536,464CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$46.6M0.58%1,256,797CommonSOLE
595112103MUMICRON TECHNOLOGY INC$45.3M0.56%154,826CommonSOLE
478160104JNJJOHNSON & JOHNSON$44.7M0.56%216,078CommonSOLE
45337C102INCYINCYTE CORP$43.4M0.54%435,993CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$43.2M0.54%732,291CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$42.2M0.53%1,038,079CommonSOLE
92343E102VRSNVERISIGN INC$41.0M0.51%166,852CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$40.2M0.50%46,464CommonSOLE
256163106DOCUDOCUSIGN INC$39.9M0.50%568,858CommonSOLE
29084Q100EMEEMCOR GROUP INC$39.6M0.49%64,183CommonSOLE
949746101WMT2WELLS FARGO CO NEW$39.3M0.49%416,521CommonSOLE
651639106NEMNEWMONT CORP$39.2M0.49%384,419CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38.8M0.48%180,150CommonSOLE
34959E109FTNTFORTINET INC$38.4M0.48%477,174CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$36.1M0.45%373,118CommonSOLE
285512109EAELECTRONIC ARTS INC$35.9M0.45%175,468CommonSOLE
45784P101PODDINSULET CORP$35.7M0.45%123,971CommonSOLE
958102105WDCWESTERN DIGITAL CORP$35.2M0.44%198,728CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$34.9M0.43%69,287CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$34.8M0.43%39,297CommonSOLE
58933Y105MRKMERCK & CO INC$34.6M0.43%325,944CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$33.4M0.42%1,909,079CommonSOLE
191216100KOCOCA COLA CO$33.0M0.41%470,709CommonSOLE
278642103EBAYEBAY INC.$32.0M0.40%367,829CommonSOLE
443201108HWMHOWMET AEROSPACE INC$31.3M0.39%150,410CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$30.5M0.38%119,939CommonSOLE
79466L302CRMSALESFORCE INC$30.4M0.38%114,348CommonSOLE
172967424CCITIGROUP INC$30.4M0.38%259,365CommonSOLE
254687106DISDISNEY WALT CO$30.3M0.38%263,758CommonSOLE
883203101TXTTEXTRON INC$29.9M0.37%338,130CommonSOLE
713448108PEPPEPSICO INC$29.5M0.37%204,617CommonSOLE
369604301GEGE AEROSPACE$28.4M0.35%91,208CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$28.4M0.35%174,691CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$28.0M0.35%111,601CommonSOLE
90138F102TWLOTWILIO INC$27.2M0.34%187,170CommonSOLE
049468101TEAMATLASSIAN CORPORATION$27.1M0.34%165,197CommonSOLE
443573100HUBSHUBSPOT INC$25.5M0.32%62,156CommonSOLE
482480100KLACKLA CORP$25.4M0.32%20,453CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$25.2M0.31%292,445CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$25.2M0.31%151,764CommonSOLE
30231G102XOMEXXON MOBIL CORP$24.9M0.31%205,951CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$24.5M0.31%108,776CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$24.4M0.30%41,783CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$24.3M0.30%234,795CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$24.3M0.30%48,959CommonSOLE
038222105AMATAPPLIED MATLS INC$24.3M0.30%93,421CommonSOLE
742718109PGPROCTER AND GAMBLE CO$24.3M0.30%168,530CommonSOLE
36828A101GEVGE VERNOVA INC$23.8M0.30%36,075CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$23.7M0.30%267,781CommonSOLE
00206R102TAT&T INC$23.3M0.29%937,884CommonSOLE
17275R102CSCOCISCO SYS INC$23.2M0.29%300,194CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$23.0M0.29%125,261CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$22.9M0.29%272,522CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$22.8M0.28%68,649CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$22.7M0.28%260,196CommonSOLE
872540109TJXTJX COS INC NEW$22.6M0.28%145,692CommonSOLE
78409V104SPGIS&P GLOBAL INC$22.2M0.28%42,147CommonSOLE
68389X105ORCLORACLE CORP$22.1M0.28%112,258CommonSOLE
G54950103LINLINDE PLC$21.8M0.27%50,988CommonSOLE
892672106TWTRADEWEB MKTS INC$21.5M0.27%199,159CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$21.2M0.26%211,333CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$20.9M0.26%217,903CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$20.7M0.26%36,233CommonSOLE
69331C108PCGPG&E CORP$20.7M0.26%1,284,626CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$20.6M0.26%251,163CommonSOLE
22822V101CCICROWN CASTLE INC$20.5M0.26%229,656CommonSOLE
G5960L103MDTMEDTRONIC PLC$20.4M0.25%210,875CommonSOLE
34959J108FTVFORTIVE CORP$20.3M0.25%363,118CommonSOLE
665859104NTRSNORTHERN TR CORP$20.2M0.25%145,903CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$19.5M0.24%49,593CommonSOLE
375558103GILDGILEAD SCIENCES INC$19.2M0.24%155,659CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$19.0M0.24%77,786CommonSOLE
002824100ABTABBOTT LABS$18.5M0.23%146,751CommonSOLE
501044101KRKROGER CO$18.3M0.23%292,051CommonSOLE
03831W108APPAPPLOVIN CORP$18.1M0.23%26,135CommonSOLE
907818108UNPUNION PAC CORP$18.1M0.23%77,622CommonSOLE
701094104PHPARKER-HANNIFIN CORP$18.0M0.22%20,252CommonSOLE
03073E105CORCENCORA INC$17.9M0.22%52,547CommonSOLE
031162100AMGNAMGEN INC$17.6M0.22%53,521CommonSOLE
461202103INTUINTUIT$17.4M0.22%25,962CommonSOLE
281020107EIXEDISON INTL$17.0M0.21%280,143CommonSOLE
863667101SYKSTRYKER CORPORATION$17.0M0.21%47,988CommonSOLE
032095101APHAMPHENOL CORP NEW$16.5M0.21%121,362CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$16.5M0.21%66,982CommonSOLE
26875P101EOGEOG RES INC$16.1M0.20%152,117CommonSOLE
032654105ADIANALOG DEVICES INC$16.0M0.20%58,068CommonSOLE
65339F101NEENEXTERA ENERGY INC$15.9M0.20%197,233CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$15.9M0.20%89,733CommonSOLE
74340W103PLDPROLOGIS INC.$15.5M0.19%120,427CommonSOLE
58155Q103MCKMCKESSON CORP$15.4M0.19%18,614CommonSOLE
H1467J104CBCHUBB LIMITED$15.1M0.19%48,207CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$15.1M0.19%194,862CommonSOLE
03076C106AMPAMERIPRISE FINL INC$15.0M0.19%30,381CommonSOLE
81762P102NOWSERVICENOW INC$14.8M0.18%95,909CommonSOLE
74624M102PPURE STORAGE INC$14.6M0.18%215,284CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$14.5M0.18%68,759CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$14.4M0.18%104,061CommonSOLE
778296103ROSTROSS STORES INC$14.4M0.18%79,099CommonSOLE
20030N101CMCSACOMCAST CORP NEW$14.3M0.18%478,135CommonSOLE
617446448MSMORGAN STANLEY$14.1M0.18%78,757CommonSOLE
58733R102MELIMERCADOLIBRE INC$13.9M0.17%6,854CommonSOLE
235851102DHRDANAHER CORPORATION$13.8M0.17%59,950CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$13.8M0.17%76,942CommonSOLE
40412C101HCAHCA HEALTHCARE INC$13.7M0.17%29,024CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$13.2M0.16%112,634CommonSOLE
G29183103ETNEATON CORP PLC$13.1M0.16%40,825CommonSOLE
857477103STTSTATE STR CORP$12.9M0.16%99,314CommonSOLE
92338C103VLTOVERALTO CORP$12.8M0.16%126,243CommonSOLE
436440101HO1HOLOGIC INC$12.3M0.15%165,362CommonSOLE
126650100CVSCVS HEALTH CORP$12.2M0.15%152,953CommonSOLE
880770102TERTERADYNE INC$12.0M0.15%61,188CommonSOLE
872590104TMUST-MOBILE US INC$12.0M0.15%58,975CommonSOLE
922475108VEEVVEEVA SYS INC$12.0M0.15%53,275CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$11.7M0.15%62,261CommonSOLE
55261F104MTBM & T BK CORP$11.6M0.14%56,885CommonSOLE
Y2573F102FLEXFLEX LTD$11.4M0.14%184,300CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$11.0M0.14%138,213CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$10.8M0.13%66,263CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10.8M0.13%13,890CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$10.5M0.13%74,727CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$10.4M0.13%88,505CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$10.4M0.13%35,826CommonSOLE
717081103PFEPFIZER INC$10.1M0.13%405,471CommonSOLE
29444U700EQIXEQUINIX INC$9.8M0.12%12,689CommonSOLE
125523100CITHE CIGNA GROUP$9.6M0.12%34,664CommonSOLE
209115104EDCONSOLIDATED EDISON INC$9.4M0.12%93,766CommonSOLE
60937P106MDBMONGODB INC$9.3M0.12%21,991CommonSOLE
743315103PGRPROGRESSIVE CORP$9.2M0.11%40,009CommonSOLE
902494103TSNTYSON FOODS INC$9.1M0.11%153,691CommonSOLE
009066101ABNBAIRBNB INC$8.8M0.11%64,608CommonSOLE
20825C104COPCONOCOPHILLIPS$8.7M0.11%92,139CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.6M0.11%22,025CommonSOLE
842587107SOSOUTHERN CO$8.6M0.11%98,261CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.6M0.11%144,911CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8.5M0.11%52,287CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$8.5M0.11%28,912CommonSOLE
020002101ALLALLSTATE CORP$8.4M0.10%39,947CommonSOLE
G7S00T104PNRPENTAIR PLC$8.3M0.10%78,341CommonSOLE
075887109BDXBECTON DICKINSON & CO$7.8M0.10%40,042CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$7.7M0.10%41,270CommonSOLE
45168D104IDXXIDEXX LABS INC$7.7M0.10%11,319CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$7.6M0.10%13,220CommonSOLE
75513E101RTXRTX CORPORATION$7.5M0.09%40,722CommonSOLE
902973304USBUS BANCORP DEL$7.5M0.09%137,749CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$7.4M0.09%1,444,621CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$7.3M0.09%37,658CommonSOLE
031100100AMEAMETEK INC$7.3M0.09%35,056CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7.2M0.09%34,759CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$7.1M0.09%17,961CommonSOLE
56585A102MPCMARATHON PETE CORP$7.1M0.09%43,140CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.9M0.09%25,508CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$6.8M0.08%24,315CommonSOLE
G0403H108AONAON PLC$6.8M0.08%19,096CommonSOLE
631103108NDAQNASDAQ INC$6.8M0.08%68,867CommonSOLE
668771108GENGEN DIGITAL INC$6.7M0.08%242,565CommonSOLE
83444M101SOLVSOLVENTUM CORP$6.6M0.08%82,285CommonSOLE
N00985106AERAERCAP HOLDINGS NV$6.3M0.08%43,728CommonSOLE
233331107DTEDTE ENERGY CO$6.3M0.08%48,216CommonSOLE
172908105CTASCINTAS CORP$6.1M0.08%32,275CommonSOLE
149123101CATCATERPILLAR INC$6.0M0.08%10,465CommonSOLE
02209S103MOALTRIA GROUP INC$5.9M0.07%101,976CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5.7M0.07%50,256CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5.6M0.07%68,815CommonSOLE
87612G101TRGPTARGA RES CORP$5.5M0.07%29,847CommonSOLE
437076102HDHOME DEPOT INC$5.5M0.07%16,206CommonSOLE
833445109SNOWSNOWFLAKE INC$5.4M0.07%24,542CommonSOLE
422806109HEIHEICO CORP NEW$5.3M0.07%18,937CommonSOLE
199908104FIXCOMFORT SYS USA INC$5.1M0.06%5,347CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$5.0M0.06%77,271CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$5.0M0.06%17,820CommonSOLE
59156R108METMETLIFE INC$5.0M0.06%62,466CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.0M0.06%10,938CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4.9M0.06%53,982CommonSOLE
303250104FICOFAIR ISAAC CORP$4.7M0.06%2,710CommonSOLE
67059N108NTNXNUTANIX INC$4.7M0.06%89,686CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.6M0.06%17,758CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$4.6M0.06%68,099CommonSOLE
871829107SYYSYSCO CORP$4.5M0.06%61,034CommonSOLE
00766T100ACMAECOM$4.4M0.06%45,881CommonSOLE
771049103RBLXROBLOX CORP$4.2M0.05%50,810CommonSOLE
443510607HUBBHUBBELL INC$4.2M0.05%9,294CommonSOLE
452327109ILMNILLUMINA INC$4.1M0.05%31,160CommonSOLE
629377508NRGNRG ENERGY INC$4.0M0.05%24,700CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4.0M0.05%21,784CommonSOLE
75734B100RDDTREDDIT INC$3.9M0.05%16,568CommonSOLE
G8473T100STESTERIS PLC$3.8M0.05%14,905CommonSOLE
925652109VICIVICI PPTYS INC$3.8M0.05%134,354CommonSOLE
761152107RMDRESMED INC$3.8M0.05%15,471CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$3.7M0.05%206,006CommonSOLE
171779309CIENCIENA CORP$3.5M0.04%14,653CommonSOLE
458140100INTCINTEL CORP$3.5M0.04%93,526CommonSOLE
09260D107BXBLACKSTONE INC$3.3M0.04%21,279CommonSOLE
88579Y101MMM3M CO$3.3M0.04%20,296CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.0M0.04%57,894CommonSOLE
337738108FISVFISERV INC$3.0M0.04%43,893CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.9M0.04%12,893CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.9M0.04%15,463CommonSOLE
278865100ECLECOLAB INC$2.8M0.03%10,540CommonSOLE
384802104GWWWW GRAINGER INC$2.8M0.03%2,724CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.8M0.03%12,598CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.7M0.03%4,715CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.6M0.03%1,981CommonSOLE
M98068105WIXWIX COM LTD$2.6M0.03%24,992CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.5M0.03%16,075CommonSOLE
125896100CMSCMS ENERGY CORP$2.5M0.03%35,608CommonSOLE
G6683N103NUNU HLDGS LTD$2.5M0.03%147,293CommonSOLE
882508104TXNTEXAS INSTRS INC$2.5M0.03%14,100CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$2.4M0.03%16,600CommonSOLE
125269100CFCF INDS HLDGS INC$2.4M0.03%30,649CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.3M0.03%25,532CommonSOLE
493267108KEYKEYCORP$2.3M0.03%111,615CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.3M0.03%6,073CommonSOLE
268150109DTDYNATRACE INC$2.2M0.03%50,857CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.2M0.03%11,947CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.1M0.03%7,097CommonSOLE
260003108DOVDOVER CORP$2.1M0.03%10,568CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.1M0.03%3,419CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$2.0M0.03%114,428CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$2.0M0.02%924CommonSOLE
570535104MKLMARKEL GROUP INC$1.9M0.02%889CommonSOLE
04626A103ALABASTERA LABS INC$1.9M0.02%11,120CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.02%3,888CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.02%5,273CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.8M0.02%15,856CommonSOLE
92556V106VTRSVIATRIS INC$1.8M0.02%96,225CommonSOLE
89400J107TRUTRANSUNION$1.8M0.02%20,255CommonSOLE
679295105OKTAOKTA INC$1.8M0.02%20,078CommonSOLE
02005N100ALLYALLY FINL INC$1.7M0.02%25,503CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.02%5,573CommonSOLE
418056107HASHASBRO INC$1.7M0.02%13,836CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.7M0.02%16,811CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$1.7M0.02%10,532CommonSOLE
76680R206RNGRINGCENTRAL INC$1.7M0.02%38,593CommonSOLE
30161Q104EXELEXELIXIS INC$1.7M0.02%25,633CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$1.7M0.02%14,981CommonSOLE
013091103ACIALBERTSONS COS INC$1.7M0.02%64,500CommonSOLE
69047Q102OVVOVINTIV INC$1.7M0.02%28,041CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.6M0.02%17,124CommonSOLE
74762E102QUREQUANTA SVCS INC$1.6M0.02%3,746CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.6M0.02%15,729CommonSOLE
540424108LLOEWS CORP$1.6M0.02%14,843CommonSOLE
98954M101ZGZILLOW GROUP INC$1.5M0.02%22,345CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.5M0.02%22,708CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$1.5M0.02%36,472CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.02%4,756CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.02%14,159CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.4M0.02%15,993CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.4M0.02%4,048CommonSOLE
98138H101WDAYWORKDAY INC$1.3M0.02%6,126CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.3M0.02%47,641CommonSOLE
141788109CARGCARGURUS INC$1.3M0.02%22,254CommonSOLE
099724106BWABORGWARNER INC$1.3M0.02%18,439CommonSOLE
985817105YELPYELP INC$1.2M0.02%27,577CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.2M0.02%8,075CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.2M0.01%79,231CommonSOLE
12572Q105CMECME GROUP INC$1.2M0.01%4,283CommonSOLE
55087P104LYFTLYFT INC$1.1M0.01%39,838CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.1M0.01%3,462CommonSOLE
364760108GAPGAP INC$1.1M0.01%28,511CommonSOLE
G01767105ALKSALKERMES PLC$1.1M0.01%26,520CommonSOLE
88076W103TDCTERADATA CORP DEL$1.1M0.01%23,780CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.1M0.01%4,783CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.01%5,134CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.1M0.01%4,678CommonSOLE
896239100TRMBTRIMBLE INC$1.0M0.01%13,172CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.0M0.01%4,099CommonSOLE
30161N101EXCEXELON CORP$1.0M0.01%22,874CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.0M0.01%9,528CommonSOLE
086516101BBYBEST BUY INC$977,6340.01%14,413CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$973,1110.01%17,323CommonSOLE
166764100CVXCHEVRON CORP NEW$932,5940.01%6,123CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$912,0080.01%6,627CommonSOLE
25809K105DASHDOORDASH INC$899,0600.01%3,941CommonSOLE
G25508105CRHCRH PLC$884,1930.01%7,028CommonSOLE
22052L104CTVACORTEVA INC$866,7150.01%12,865CommonSOLE
928254101VIRTVIRTU FINL INC$866,0120.01%17,082CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$860,0020.01%22,057CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$846,2370.01%1,672CommonSOLE
226718104CRTOCRITEO S A$824,0550.01%26,817CommonSOLE
62944T105NVRNVR INC$805,9920.01%110CommonSOLE
95040Q104WELLWELLTOWER INC$785,2760.01%4,177CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$782,1440.01%16,296CommonSOLE
053332102AZOAUTOZONE INC$781,7360.01%230CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$781,2730.01%5,958CommonSOLE
969457100WMBWILLIAMS COS INC$750,6760.01%12,478CommonSOLE
91913Y100VLOVALERO ENERGY CORP$750,6080.01%4,553CommonSOLE
09227Q100BLKBBLACKBAUD INC$728,5240.01%7,685CommonSOLE
654106103NKENIKE INC$711,1500.01%11,622CommonSOLE
80004C200SNDKSANDISK CORP$704,8270.01%1,966CommonSOLE
88033G407THCTENET HEALTHCARE CORP$690,9730.01%2,300CommonSOLE
40434L105HPQHP INC$665,6570.01%29,068CommonSOLE
338307101FIVNFIVE9 INC$649,9470.01%21,775CommonSOLE
23804L103DDOGDATADOG INC$646,0190.01%4,699CommonSOLE
48123V102ZDZIFF DAVIS INC$644,5820.01%12,139CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$635,8070.01%7,222CommonSOLE
29786A106ETSYETSY INC$620,0640.01%7,505CommonSOLE
71944F106PHRPHREESIA INC$606,0660.01%23,846CommonSOLE
G491BT108IVZINVESCO LTD$597,7100.01%15,136CommonSOLE
74736K101QRVOQORVO INC$562,4580.01%4,392CommonSOLE
919794107VLYVALLEY NATL BANCORP$561,7800.01%31,968CommonSOLE
55616P104MMACYS INC$553,5870.01%16,754CommonSOLE
98419M100XYLXYLEM INC$549,5340.01%3,994CommonSOLE
013872106AAALCOA CORP$547,5700.01%6,747CommonSOLE
816851109SRESEMPRA$544,5180.01%6,112CommonSOLE
438516106HONHONEYWELL INTL INC$543,3280.01%2,767CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$533,8160.01%4,066CommonSOLE
48251W104KKRKKR & CO INC$527,1670.01%4,098CommonSOLE
256677105DGDOLLAR GEN CORP NEW$510,5470.01%3,759CommonSOLE
01626W101ALITALIGHT INC$505,9020.01%172,072CommonSOLE
98985Y108ZYMEZYMEWORKS INC$483,8600.01%12,216CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$480,5960.01%21,627CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$478,9720.01%12,457CommonSOLE
77543R102ROKUROKU INC$475,4950.01%2,875CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$460,8740.01%18,807CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$459,9830.01%2,479CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$453,3450.01%534CommonSOLE
946784105WAYWAYSTAR HLDG CORP$452,9210.01%9,202CommonSOLE
31428X106FDXFEDEX CORP$440,3740.01%1,513CommonSOLE
69370C100PTCPTC INC$427,2990.01%2,436CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$425,8260.01%1,538CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$397,9850.00%5,247CommonSOLE
574599106MASMASCO CORP$391,9410.00%6,105CommonSOLE
398438408GRFSGRIFOLS S A$387,5080.00%28,223CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$386,4260.00%2,030CommonSOLE
705573103PEGAPEGASYSTEMS INC$370,4520.00%4,048CommonSOLE
87918A105TDOCTELADOC HEALTH INC$365,4850.00%34,985CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$341,2280.00%1,132CommonSOLE
422704106HLHECLA MNG CO$339,6510.00%11,677CommonSOLE
61945C103MOSMOSAIC CO NEW$334,7920.00%9,289CommonSOLE
69351T106PPLPPL CORP$331,5010.00%9,383CommonSOLE
534187109LNCLINCOLN NATL CORP IND$325,4030.00%4,855CommonSOLE
500255104KSSKOHLS CORP$322,3540.00%10,614CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$322,0650.00%34,639CommonSOLE
00130H105AESAES CORP$319,3420.00%14,757CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$314,3280.00%1,602CommonSOLE
20602D101CNXCCONCENTRIX CORP$295,7600.00%4,749CommonSOLE
888787108TOSTTOAST INC$295,1100.00%8,132CommonSOLE
783549108RRYDER SYS INC$293,3870.00%1,019CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$292,2310.00%1,126CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$291,2360.00%2,350CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$291,0270.00%758CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$286,6690.00%2,241CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$278,8570.00%3,235CommonSOLE
358054104FRSHFRESHWORKS INC$278,1380.00%15,115CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$267,9440.00%849CommonSOLE
01741R102ATIATI INC$252,7790.00%1,458CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$250,8210.00%8,080CommonSOLE
30063P105EXKEXACT SCIENCES CORP$243,6270.00%1,602CommonSOLE
058498106BALLBALL CORP$232,3930.00%4,365CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$230,3420.00%2,818CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$229,5110.00%3,263CommonSOLE
565394103CARTMAPLEBEAR INC$229,0760.00%3,414CommonSOLE
749685103RPMRPM INTL INC$223,9880.00%2,132CommonSOLE
109641100EATBRINKER INTL INC$219,4800.00%1,030CommonSOLE
25754A201DPZDOMINOS PIZZA INC$219,3980.00%520CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$214,1540.00%18,733CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$213,5580.00%6,558CommonSOLE
247361702DALDELTA AIR LINES INC DEL$206,6330.00%2,980CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$204,1060.00%8,329CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$134,8220.00%10,729CommonSOLE

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.