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Accent Capital Management, LLC

Q2 2025 · 13F-HR

Accent Capital Management, LLCholdings as filed

Filed 2025-08-07 · accession 0001855205-25-000035

$224.3M
Reported value
396
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$22.6M10.1%142,808CommonNONE
594918104MSFTMICROSOFT CORP$22.2M9.91%44,695CommonNONE
037833100AAPLAPPLE INC$19.6M8.72%95,340CommonNONE
02079K107GOOGALPHABET INC C$16.3M7.26%92,270CommonNONE
30303M102METAMETA PLATFORMS INC A$15.4M6.86%20,828CommonNONE
78462F103SPYSPDR S&P 500 ETF$14.1M6.29%22,777CommonNONE
023135106AMZNAMAZON.COM INC$11.8M5.28%53,962CommonNONE
922908363VOOVANGUARD S&P 500 ETF$8.0M3.59%14,148CommonNONE
922908736VUGVNGRD RSL 1000 GRTH$6.3M2.80%42,444CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$6.1M2.71%6,138CommonNONE
92826C839VVISA INC A$5.2M2.33%14,711CommonNONE
532457108LLYELI LILLY AND CO$4.5M2.00%5,747CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.4M1.96%15,189CommonNONE
438516106HONHONEYWELL INTL INC$4.4M1.96%18,895CommonNONE
57636Q104MAMASTERCARD INC A$3.8M1.70%6,775CommonNONE
11135F101AVGOBROADCOM INC$3.5M1.58%12,861CommonNONE
88160R101TSLATESLA INC$3.5M1.54%10,864CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S$2.8M1.26%3,676CommonNONE
747525103QCOMQUALCOMM INC$2.6M1.17%16,463CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.6M1.14%8,044CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$2.4M1.06%7,811CommonNONE
91324P102UNHUNITEDHEALTH GROUP I$2.2M0.99%7,110CommonNONE
512807108LRCXEURLAM RESH CORP$2.0M0.90%20,771CommonNONE
931142103WMTWALMART INC$2.0M0.89%20,489CommonNONE
615369105MCOMOODYS CORP$1.9M0.86%3,857CommonNONE
81762P102NOWSERVICENOW INC$1.7M0.76%1,841CommonNONE
833445109SNOWSNOWFLAKE INC$1.6M0.71%7,091CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY I A$1.5M0.65%2CommonNONE
060505104BACBANK OF AMERICA CORP$1.4M0.64%30,372CommonNONE
437076102HDHOME DEPOT INC$1.3M0.58%3,541CommonNONE
90353T100UBERUBER TECHNOLOGIES IN$1.2M0.54%12,864CommonNONE
03769M106APOAPOLLO GLOBAL MGMT I$1.2M0.53%8,414CommonNONE
969904101WSMWILLIAMS SONOMA INC$1.2M0.53%7,283CommonNONE
548661107LOWLOWES COS INC$1.2M0.53%5,319CommonNONE
169656105CMGCHIPOTLE MEXICAN GRI$1.2M0.52%20,890CommonNONE
713448108PEPPEPSICO INC$1.2M0.52%8,773CommonNONE
09857L108BKNGBOOKING HLDGS INC$1.2M0.52%200CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.48%8,683CommonNONE
458140100INTCINTEL CORP$1.0M0.46%9,008CommonNONE
244199105DEDEERE & CO$913,6070.41%1,791CommonNONE
V7780T103RCLROYAL CARIBBEAN GROU$908,1360.40%2,893CommonNONE
13646K108CPCANADIAN PACIFIC KAN$704,6310.31%8,889CommonNONE
92537N108VRTVERTIV HLDGS CO A$681,8570.30%5,310CommonNONE
72352L106PINSPINTEREST INC A$608,5080.27%16,969CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$502,7000.22%6,764CommonNONE
30212P303EXPEEXPEDIA GROUP INC$421,7000.19%2,500CommonNONE
86800U302SMCISUPER MICRO COMPUTER$416,5850.19%8,500CommonNONE
38141G104GSGOLDMAN SACHS GROUP$414,7420.18%586CommonNONE
191216100KOTHE COCA-COLA CO$412,0250.18%5,782CommonNONE
191098102COKECOCA COLA CONSOLIDAT$382,9600.17%3,430CommonNONE
883556102TMOTHERMO FISHER SCIENT$381,9420.17%941CommonNONE
05606L100BYDDYBYD CO LTD ADR$331,7150.15%3,496CommonNONE
679580100ODFLOLD DOMINION FREIGHT$329,4690.15%2,030CommonNONE
911363109URIUNITED RENTALS INC$307,3870.14%408CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$258,3160.12%1,261CommonNONE
00162Q871INVSC S P 500 EQUAL WEIGHT ETF$233,3540.10%1,284CommonNONE
68389X105ORCLORACLE CORP$227,3750.10%1,040CommonNONE
641069406NSRGYNESTLE S A ADR$222,5760.10%2,241CommonNONE
084670207BERKSHIRE HATHAWAY B$212,2810.09%437CommonNONE
808524201SCHXSCHWAB US LARGE CAP ETF$183,3000.08%7,500CommonNONE
01609W102BABAALIBABA GROUP HLDG L ADR$181,8860.08%1,576CommonNONE
31428X106FDXFEDEX CORP$171,5700.08%750CommonNONE
902973304USBUS BANCORP DEL$167,5370.07%3,662CommonNONE
478160104JNJJOHNSON & JOHNSON$142,6690.06%934CommonNONE
922908751VBVANGUARD SMALL CAP ETF$142,6610.06%600CommonNONE
45866F104ICEINTERCONTINENTAL EXC$137,6030.06%750CommonNONE
88032Q109TCEHYTENCENT MUSIC ENTMT A ADR$134,1820.06%2,185CommonNONE
824348106SHWSHERWIN-WILLIAMS CO$121,2060.05%353CommonNONE
571903202MARMARRIOTT INTL INC NE A$109,2840.05%400CommonNONE
45841N107IBKRINTERACTIVE BROKERS A$106,3870.05%1,920CommonNONE
922908744VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR$106,0440.05%600CommonNONE
446150104HBANHUNTINGTON BANCSHARE$105,6680.05%6,247CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR ADR$101,1350.05%445CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHAR A$97,8240.04%50CommonNONE
78463X889SPDWSPDR PORTFOLIO DVLPD WRLD EX-US ETF$80,9800.04%2,000CommonNONE
11271J107BNBROOKFIELD CORP A$79,9720.04%1,293CommonNONE
654106103NKENIKE INC B$79,7270.04%1,116CommonNONE
296036304EBKDYERSTE GROUP BK A G ADR$79,3960.04%1,862CommonNONE
863667101SYKSTRYKER CORP$79,2940.04%200CommonNONE
410693105HVRRYHANNOVER RUECK SE ADR$77,1990.03%1,461CommonNONE
64110L106NFLXNETFLIX INC$70,9740.03%53CommonNONE
046353108AZNNASTRAZENECA PLC ADR$69,8800.03%1,000CommonNONE
722304102PDDPDD HOLDINGS INC ADR ADR$68,0290.03%650CommonNONE
870195104SWDBYSWEDBANK A B ADR$67,1550.03%2,538CommonNONE
46137V423SPVMINVESCO S AND P 500 VL WITH ETF$59,7810.03%1,000CommonNONE
045055100ASHTYASHTEAD GROUP PLC ADR$56,1940.03%217CommonNONE
33767E202FSVFIRSTSERVICE CORP NE$55,7920.02%319CommonNONE
82509L107SHOPSHOPIFY INC A$55,3680.02%480CommonNONE
04016X101ARGXARGENX SE ADR$54,5710.02%99CommonNONE
670100205NVONOVO-NORDISK A S ADR$54,4570.02%789CommonNONE
496402108KGSPYKINGSPAN GROUP PLC ADR$53,5210.02%631CommonNONE
74347G664DIREXION SEMICONDUCTOR BULL 3X ETF$49,8520.02%1,980CommonNONE
786584102SAFRYSAFRAN ADR$49,0020.02%600CommonNONE
701094104PHPARKER-HANNIFIN CORP$47,4960.02%68CommonNONE
056752108BIDUBAIDU INC A ADR$47,1680.02%550CommonNONE
N07059210ASMLASML HLDG N V ADR$46,4810.02%58CommonNONE
073320103BESIYBE SEMICONDUCTOR IND ADR$46,3000.02%308CommonNONE
038222105AMATAPPLIED MATLS INC$45,7680.02%250CommonNONE
580135101MCDMCDONALDS CORP$43,8260.02%150CommonNONE
835699307SONYSONY GROUP CORP ADR$42,4810.02%1,632CommonNONE
929740108WABWABTEC$41,8700.02%200CommonNONE
74935Q107RBARB GLOBAL INC$41,5200.02%391CommonNONE
17275R102CSCOCISCO SYS INC$40,8650.02%589CommonNONE
249906108DSGXDESCARTES SYS GROUP$39,0320.02%384CommonNONE
009126202AIQUYAIR LIQUIDE ADR$37,1700.02%900CommonNONE
833635105SQMSOCIEDAD QUIMICA Y M ADR$37,1390.02%1,053CommonNONE
743315103PGRPROGRESSIVE CORP OH$36,8270.02%138CommonNONE
639057207NWGNATWEST GROUP PLC ADR$36,4500.02%2,576CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$36,2210.02%220CommonNONE
G0403H108AONAON PLC A$36,0330.02%101CommonNONE
771195104RHHBYROCHE HLDG LTD ADR$35,4610.02%870CommonNONE
40415F101HDBHDFC BK LTD ADR$35,1920.02%459CommonNONE
172967424CCITIGROUP INC$35,0690.02%412CommonNONE
G51502105JCIJOHNSON CONTROLS INT$34,7650.02%328CommonNONE
86317T103SAUHYSTRAUMANN HLDG AG ADR$34,7330.02%2,680CommonNONE
00206R102TAT&T INC$34,6410.02%1,197CommonNONE
90138F102TWLOTWILIO INC A$34,1990.02%275CommonNONE
50540R409LSILABCORP HLDGS INC$33,6010.01%128CommonNONE
58933Y105MRKMERCK & CO. INC.$33,5870.01%420CommonNONE
949746101WMT2WELLS FARGO & CO$32,3680.01%404CommonNONE
867224107SUSUNCOR ENERGY INC NE$32,0950.01%857CommonNONE
46090E103QQQINVESCO QQQ TR$32,0290.01%58CommonNONE
217204106CPRTCOPART INC$31,6010.01%644CommonNONE
110122108BMYBRISTOL MYERS SQUIBB$31,0140.01%670CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIE$30,9700.01%189CommonNONE
404280406HSBCHSBC HLDGS PLC ADR$30,3950.01%500CommonNONE
29250N105ENBENBRIDGE INC$30,2740.01%668CommonNONE
25243Q205DEODIAGEO PLC ADR$30,2520.01%300CommonNONE
440452100HRLHORMEL FOODS CORP$30,2500.01%1,000CommonNONE
55024U109LITELUMENTUM HLDGS INC$30,0390.01%316CommonNONE
76657Y101RTMVYRIGHTMOVE PLC ADR$29,9130.01%1,381CommonNONE
45104G104IBNICICI BK LTD ADR$29,8050.01%886CommonNONE
54338V101LZAGYLONZA GROUP AG ADR$29,1150.01%408CommonNONE
92343V104VZVERIZON COMMUNICATIO$29,0770.01%672CommonNONE
558868105MDGLMADRIGAL PHARMACEUTI$28,4480.01%94CommonNONE
98138H101WDAYWORKDAY INC A$28,3200.01%118CommonNONE
98956P102ZBHZIMMER BIOMET HLDGS$28,0750.01%307CommonNONE
576323109MTZMASTEC INC$27,7800.01%163CommonNONE
526250105LNVGYLENOVO GROUP LTD ADR$27,7040.01%1,150CommonNONE
98954M200ZZILLOW GROUP INC A$26,9970.01%387CommonNONE
922042718VSSVGRD FTSE ALL WRLD EX US SML CAP ETF$26,8780.01%200CommonNONE
501044101KRKROGER CO$26,4680.01%369CommonNONE
773122106ROCKET LAB CORP$26,2910.01%735CommonNONE
58733R102MELIMERCADOLIBRE INC$26,1360.01%10CommonNONE
14365C103POH3CARNIVAL PLC EQUITY Equity ADR$25,5100.01%1,000CommonNONE
143130102KMXCARMAX INC$25,4730.01%379CommonNONE
297284200ESLOYESSILOR INTL S A ADR$24,8400.01%181CommonNONE
64110W102NTESNETEASE INC ADR$24,2240.01%180CommonNONE
33748L101FWRGFIRST WATCH RESTAURA$24,0600.01%1,500CommonNONE
285512109EAELECTRONIC ARTS INC$23,9550.01%150CommonNONE
A0997C107BWAGFBAWAG GROUP AG$23,0040.01%180CommonNONE
571748102MRSHMARSH & MCLENNAN COS$22,7390.01%104CommonNONE
928881101VNTVONTIER CORP$22,5090.01%610CommonNONE
278642103EBAYEBAY INC$22,3380.01%300CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$22,1300.01%365CommonNONE
654445303NTDOYNINTENDO LTD ADR$22,1190.01%919CommonNONE
502117203LRLCYL OREAL S A ADR$21,9760.01%257CommonNONE
760125104RTORENTOKIL INITIAL PLC ADR$21,9600.01%915CommonNONE
502441306LVMUYLVMH MOET HENNESSY L ADR$21,8520.01%208CommonNONE
120738406BZLFYBUNZL PLC ADR$21,8160.01%1,338CommonNONE
80706P103SRRKSCHOLAR ROCK HLDG CO$21,5000.01%607CommonNONE
98978V103ZTSZOETIS INC A$21,2090.01%136CommonNONE
693475105PNCPNC FINL SERVICES$21,0650.01%113CommonNONE
75886F107REGNREGENERON PHARMACEUT$21,0000.01%40CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$20,6500.01%175CommonNONE
166764100CVXCHEVRON CORP NEW$20,1900.01%141CommonNONE
37148K100GBIOGBXGE VERNOVA INC$20,1080.01%38CommonNONE
49271V100KDPKEURIG DR PEPPER INC$19,9740.01%600CommonNONE
03073E105CORCENCORA INC$19,4900.01%65CommonNONE
876030107TPRTAPESTRY INC$19,0550.01%217CommonNONE
136375102CNICANADIAN NATL RY CO$18,5190.01%178CommonNONE
871607107SNPSSYNOPSYS INC$18,4560.01%36CommonNONE
934423104WBDWARNER BROS DISCOVER$17,9810.01%1,569CommonNONE
78464A698KRESPDR S&P REGIONAL BANKING ETF$17,8170.01%300CommonNONE
45245E109IMAXIMAX CORP$17,3350.01%620CommonNONE
78463X509SPEMSPDR INDEX SHARES EMERG MARKT ETF$17,0960.01%400CommonNONE
G87110105FTITECHNIPFMC PLC$17,0480.01%495CommonNONE
136069101CMCANADIAN IMPERIAL BK$16,9990.01%240CommonNONE
042068205ARMARM HLDGS PLC EQUITY Equity ADR$16,1740.01%100CommonNONE
88629Q207TKAMYTHYSSENKRUPP AG ADR$16,1400.01%1,500CommonNONE
898920103HURATUHURA BIOSCIENCES I$15,6100.01%7,000CommonNONE
254687106DISDISNEY WALT CO$15,5640.01%125CommonNONE
097023105BABOEING CO$15,5050.01%74CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$15,1970.01%114CommonNONE
756255204RECKITT BENCKISER GR ADR$15,1030.01%1,100CommonNONE
46222L108IONQIONQ INC$14,8680.01%346CommonNONE
863111100STRTSTERLING INFRASTRUCT$14,7670.01%64CommonNONE
15643U104LEUCENTRUS ENERGY CORP A$14,6540.01%80CommonNONE
892331307TMTOYOTA MTR CORP ADR$14,6420.01%85CommonNONE
87422Q109TLNTALEN ENERGY CORP NE$14,5390.01%50CommonNONE
29357K103ENVAENOVA INTL INC$14,3860.01%129CommonNONE
149123101CATCATERPILLAR INC$14,3640.01%37CommonNONE
819047101SHAKSHAKE SHACK INC A$14,0600.01%100CommonNONE
53263P105LMBLIMBACH HLDGS INC$14,0100.01%100CommonNONE
00827B106AFRMAFFIRM HLDGS INC A$13,8280.01%200CommonNONE
45867G101IDCCINTERDIGITAL INC$13,6780.01%61CommonNONE
81607F100SOLAREDGE TECHNOLOGI$13,6680.01%670CommonNONE
G6683N103NUNU HLDGS LTD A$13,3770.01%975CommonNONE
74967X103RHRH$13,2310.01%70CommonNONE
007903107AMDADVANCED MICRO DEVIC$13,1970.01%93CommonNONE
256135203RDYDR REDDYS LABS LTD ADR$13,1510.01%875CommonNONE
35958N107FUJIYFUJIFILM HLDGS CORP ADR$13,0930.01%1,200CommonNONE
88632U101TIM SA ADR ADR$13,0720.01%650CommonNONE
L44385109GLOBGLOBANT S A$12,8080.01%141CommonNONE
688239201OSKOSCAR HEALTH INC A$12,5000.01%583CommonNONE
144285103CRSCARPENTER TECHNOLOGY$12,4370.01%45CommonNONE
77543R102ROKUROKU INC A$12,3050.01%140CommonNONE
G0398N128ANFGFANTOFAGASTA PLC$12,3030.01%499CommonNONE
679295105OKTAOKTA INC A$11,9960.01%120CommonNONE
81141R100SESEA LTD A ADR$11,8360.01%74CommonNONE
518439104ELLAUDER ESTEE COS INC A$11,7970.01%146CommonNONE
00972G207AKARI THERAPEUTICS P ADR$11,6990.01%10,000CommonNONE
653656108NICENICE LTD ADR$11,4860.01%68CommonNONE
349664109FRONTDOOR INC$11,3160.01%192CommonNONE
12803X105CAL MAINE FOODS INC$10,9590.00%110CommonNONE
891092108TTCTORO CO$10,6590.00%150CommonNONE
G77733106SFSHFSAFESTORE HOLDINGS P$10,6210.00%1,092CommonNONE
30161Q104EXELEXELIXIS INC$10,5780.00%240CommonNONE
873858103TEXAS PACIFIC LAND C$10,5640.00%10CommonNONE
974155103WINGWINGSTOP INC$10,4390.00%31CommonNONE
922475108VEEVVEEVA SYS INC A$10,3670.00%36CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES$10,2540.00%80CommonNONE
57060D108MKTXMARKETAXESS HLDGS IN$10,0500.00%45CommonNONE
902788108UMBFUMB FINL CORP$10,0280.00%95CommonNONE
801056102SANMSANMINA CORP$9,6850.00%99CommonNONE
890880206TRYIYTORAY INDS INC ADR$9,6000.00%700CommonNONE
465741106ITRIITRON INC EQUITY Equity$9,3460.00%71CommonNONE
607828100MODMODINE MFG CO$9,2590.00%94CommonNONE
855244109SBUXSTARBUCKS CORP$9,2550.00%101CommonNONE
84760T104STONEX GROUP INC$8,9320.00%98CommonNONE
767204100RIORIO TINTO PLC ADR$8,9240.00%153CommonNONE
19247G107COHRCOHERENT CORP$8,9210.00%100CommonNONE
559663109MGYMAGNOLIA OIL & GAS C A$8,8350.00%393CommonNONE
93406Y100WARBY PARKER INC A$8,8160.00%402CommonNONE
422806208HEI/AHEICO CORP NEW A$8,7980.00%34CommonNONE
81663A101NUSCALE PWR CORP A$8,7820.00%222CommonNONE
830879102SKYWSKYWEST INC$8,7520.00%85CommonNONE
278865100ECLECOLAB INC$8,6430.00%32CommonNONE
053510102AEROVIRONMENT INC$8,5490.00%30CommonNONE
778296103ROSTROSS STORES INC$8,5480.00%67CommonNONE
671044105OSISOSI SYS INC$8,5450.00%38CommonNONE
20825C104COPCONOCOPHILLIPS$8,5250.00%95CommonNONE
14174T107CTRECARETRUST REIT INC REIT$8,5070.00%275CommonNONE
922280100VARONIS SYS INC$8,4750.00%167CommonNONE
29472R108ELSESSENTIAL PPTYS RLTY REIT$8,4390.00%262CommonNONE
343412102FLRFLUOR CORP NEW$8,4080.00%164CommonNONE
67959N100OKLO INC A$8,3990.00%150CommonNONE
40435J100HEALTHEQUITY INC$8,3810.00%80CommonNONE
05541T101BGC GROUP INC A$8,3580.00%817CommonNONE
69753M105PLMRPALOMAR HLDGS INC$8,3300.00%54CommonNONE
615394202MOG/AMOOG INC A$8,3250.00%46CommonNONE
410120109HWCHANCOCK WHITNEY CORP$8,3230.00%145CommonNONE
94457L107WAYSTAR HLDG CORP$8,2970.00%203CommonNONE
302941109FCNFABRINET$8,2510.00%28CommonNONE
16115Q308GTLSCHART INDS INC$8,2330.00%50CommonNONE
31829P100FIRST BANCORP P R$8,1650.00%392CommonNONE
22796R108CREDO TECHNOLOGY GRO$8,1480.00%88CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$8,0940.00%80CommonNONE
929160109VMCVULCAN MATLS CO$8,0850.00%31CommonNONE
09077J107BRIDGEBIO PHARMA INC$8,0750.00%187CommonNONE
91730Y109UNITED BANKSHARES IN$8,0220.00%218CommonNONE
689164101OTSKYOTSUKA HLDGS CO LTD ADR$7,9070.00%320CommonNONE
46817M107JXNJACKSON FINL INC A$7,9020.00%89CommonNONE
358054104FRSHFRESHWORKS INC A$7,8430.00%526CommonNONE
65345M108NXDRNEXTRACKER INC A$7,8290.00%144CommonNONE
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26603R106DUOLDUOLINGO INC A$7,7900.00%19CommonNONE
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360271100FULTFULTON FINL CORP PA$7,6310.00%423CommonNONE
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03027X100AMTAMERICAN TOWER CORP REIT$7,5720.00%34CommonNONE
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41147Y805GUIDEWIRE SOFTWARE I$7,5340.00%32CommonNONE
604749101MIRMMIRION TECHNOLOGIES A$7,4710.00%347CommonNONE
398433102GFFGRIFFON CORP$7,4540.00%103CommonNONE
459200101IBMIBM CORP$7,3700.00%25CommonNONE
267475101DYDYCOM INDS INC$7,3320.00%30CommonNONE
926400102VSCOVICTORIAS SECRET & C$7,3150.00%395CommonNONE
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74059F103PROTAGONIST THERAPEU$7,2960.00%132CommonNONE
70553Y100PHILLIPS EDISON & CO$7,1670.00%204CommonNONE
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402635502GPORGULFPORT ENERGY CORP Equity$7,0410.00%35CommonNONE
85201A103SPIRE INC$7,0090.00%95CommonNONE
50182A107STRIDE INC$6,9690.00%48CommonNONE
29084Q100EMEEMCOR GROUP INC$6,9540.00%13CommonNONE
29275Y102ENSENERSYS$6,9470.00%81CommonNONE
626755102MUSAMURPHY USA INC$6,9160.00%17CommonNONE
736508847PORPORTLAND GEN ELEC CO$6,9140.00%168CommonNONE
12621E103CNOCNO FINL GROUP INC$6,9060.00%179CommonNONE
23304Y100DBSDYDBS GROUP HLDGS LTD ADR$6,7930.00%48CommonNONE
221006109CRVLCORVEL CORP$6,7830.00%66CommonNONE
88146M101TRNOTERRENO RLTY CORP REIT$6,7310.00%119CommonNONE
339750101FNDFLOOR & DECOR HLDGS A$6,6840.00%88CommonNONE
38364U100GOOSEHEAD INS INC A$6,6470.00%63CommonNONE
74589A101PUMSYPUMA SE ADR$6,6430.00%2,488CommonNONE
04010E109AGXARGAN INC$6,6140.00%30CommonNONE
009279100EADSYAIRBUS SE ADR$6,5970.00%126CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE I$6,5510.00%15CommonNONE
803054204SAPSAP SE ADR$6,3860.00%21CommonNONE
16679L109CHWYCHEWY INC A$6,3500.00%149CommonNONE
57686G105MATXMATSON INC$6,3470.00%57CommonNONE
53219L109LIFE TIME GROUP HLDG$6,2780.00%207CommonNONE
111764910RALLIANT CORP$6,1990.00%117CommonNONE
893641100TDGTRANSDIGM GROUP INC$6,0830.00%4CommonNONE
004498101ACIWACI WORLDWIDE INC$6,0600.00%132CommonNONE
570535104MKLMARKEL GROUP INC$5,9920.00%3CommonNONE
903480101UCBJYUCB S A ADR$5,9250.00%60CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$5,9020.00%164CommonNONE
74736L109QTWOQ2 HLDGS INC$5,8960.00%63CommonNONE
00686R102ADMA BIOLOGICS INC$5,8640.00%322CommonNONE
031162100AMGNAMGEN INC$5,8630.00%21CommonNONE
113004105BAMBROOKFIELD ASSET MGM A$5,8600.00%106CommonNONE
14053X107CATALYST PHARMACEUTI$5,6850.00%262CommonNONE
81369Y803XLKVANECK SEMICONDUCTOR ETF$5,5780.00%20CommonNONE
015351109ALXNALKERMES PLC$5,5220.00%193CommonNONE
343472103FLUTTER ENTMT PLC$5,4290.00%19CommonNONE
92337F107VCYTVERACYTE INC$5,4060.00%200CommonNONE
45168D104IDXXIDEXX LABS INC$5,3630.00%10CommonNONE
729132100PLXSPLEXUS CORP$5,2770.00%39CommonNONE
92337C104VERALTO CORP$5,2550.00%52CommonNONE
40637H109HALOHALOZYME THERAPEUTIC$5,2540.00%101CommonNONE
171269103CHGCYCHUGAI PHARMACEUTICA ADR$5,2140.00%200CommonNONE
867975104SNRENSUNRISE COMMUNICATIO A ADR$5,2030.00%92CommonNONE
29786A106ETSYETSY INC$5,0660.00%101CommonNONE
94106B101WCNWASTE CONNECTIONS IN$5,0410.00%27CommonNONE
21874R108CORE & MAIN INC A$4,9490.00%82CommonNONE
N3167Y103RACEFERRARI N V NEW$4,9070.00%10CommonNONE
66987V109NVSNOVARTIS AG ADR$4,8400.00%40CommonNONE
53225C106LIGHT & WONDER INC$4,8130.00%50CommonNONE
70451X104PAYOPAYONEER GLOBAL INC$4,7950.00%700CommonNONE
37733W204GSKGSK PLC ADR ADR$4,6600.00%120CommonNONE
565394103CARTMAPLEBEAR INC$4,5240.00%100CommonNONE
816850101SMTCSEMTECH CORP$4,5140.00%100CommonNONE
25754L108DMZPYDOMINOS PIZZA ENTERP ADR$4,4070.00%678CommonNONE
910047109UALUNITED AIRLINES HLDG$4,3800.00%55CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$4,3220.00%30CommonNONE
87650L103TARSTARSUS PHARMACEUTICA$4,2540.00%105CommonNONE
302081104EXLSEXLSERVICE HLDGS INC$4,2480.00%97CommonNONE
92556V106VTRSVIATRIS INC$4,1520.00%465CommonNONE
78709Y105SAIASAIA INC$4,1100.00%15CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$4,1020.00%6CommonNONE
896239100TRMBTRIMBLE INC$3,8750.00%51CommonNONE
03662Q105AKXANSYS INC$3,8630.00%11CommonNONE
92887H107VONOYVONOVIA SE ADR$3,8390.00%210CommonNONE
977874205WTKWYWOLTERS KLUWER N V ADR$3,8380.00%23CommonNONE
98983L108ZWSZEVIA PBC A$3,7670.00%1,170CommonNONE
654090109NJDCYNIDEC CORP ADR$3,7270.00%764CommonNONE
759655103REMYYREMY COINTREAU S A ADR$3,7150.00%740CommonNONE
184496107CLHCLEAN HBRS INC$3,6990.00%16CommonNONE
690145107OMGBPOUSTER INC A$3,6380.00%150CommonNONE
759916109RGENREPLIGEN CORP$3,6070.00%29CommonNONE
31788C103FINWISE BANCORP$3,5570.00%237CommonNONE
576485205MTDRMATADOR RES CO$3,5310.00%74CommonNONE
G4705A100ICLRICON PLC$3,4910.00%24CommonNONE
344465206FLOTEK INDS INC DEL$3,3950.00%230CommonNONE
87618F103TRUBRIDGE INC$3,3020.00%141CommonNONE
28176E108EWEDWARDS LIFESCIENCES$3,2850.00%42CommonNONE
874080104TALTAL ED GROUP A ADR$3,2700.00%320CommonNONE
49714P108KNSLKINGSTONE COS INC$3,2360.00%210CommonNONE
87162W100SNXTD SYNNEX CORP$3,1210.00%23CommonNONE
955306105WSTWEST PHARMACEUTICAL$3,0630.00%14CommonNONE
22160N109CSGPCOSTAR GROUP INC$3,0550.00%38CommonNONE
G61188101LBTYALIBERTY GLOBAL LTD A$3,0030.00%300CommonNONE
Y7571C100SYBJFSECURITY BANK CORP$2,9740.00%2,436CommonNONE
G7496G103RNRRENAISSANCERE HOLDIN$2,9150.00%12CommonNONE
67080M103NRIXNURIX THERAPEUTICS I$2,8480.00%250CommonNONE
24661P707DELCATH SYS INC$2,7880.00%205CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES C A$2,7750.00%9CommonNONE
03945R102ACHRARCHER AVIATION INC A$2,7130.00%250CommonNONE
501575104KYMRKYMERA THERAPEUTICS$2,7060.00%62CommonNONE
051774107AURAURORA INNOVATION IN A$2,6200.00%500CommonNONE
311900104FASTFASTENAL CO$2,6040.00%62CommonNONE
47215P106JDJD COM INC A ADR$2,4480.00%75CommonNONE
817565104SCISERVICE CORP INTL$2,2790.00%28CommonNONE
500275102KOTMYKOITO MFG CO LTD ADR$2,2140.00%180CommonNONE
45167R104IEXIDEX CORP$2,1070.00%12CommonNONE
G68707101PAGSPAGSEGURO DIGITAL LT A$1,9470.00%202CommonNONE
92345Y106VRSKVERISK ANALYTICS INC A$1,8690.00%6CommonNONE
902252105TYLTYLER TECHNOLOGIES I$1,7790.00%3CommonNONE
46120E602ISRGINTUITIVE SURGICAL I$1,6300.00%3CommonNONE
405552100HLNHALEON PLC ADR$1,5560.00%150CommonNONE
Q48215109IDPUFIDP ED LTD$1,3690.00%567CommonNONE
189054109CLXCLOROX CO$1,3210.00%11CommonNONE
39579V100GHGGREENTREE HOSPITALIT A ADR$1,1570.00%567CommonNONE
889905204TMRAYTOMRA SYS A/S ADR$9020.00%58CommonNONE
30050E105EVOEVOTEC SE ADR$8400.00%200CommonNONE
G6674U108NVCRNOVOCURE LTD$8010.00%45CommonNONE
60770K107MRNAMODERNA INC$6900.00%25CommonNONE
W64566107LNDNFORRON ENERGY AB$1260.00%254CommonNONE
H9875C108ZRSEFDOCMORRIS AG$800.00%10CommonNONE

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.