MondegarAI
Requisite Capital Management, LLC

Q3 2025 · 13F-HR

Requisite Capital Management, LLCholdings as filed

Filed 2025-11-12 · accession 0001951757-25-001386

$595.8M
Reported value
363
Positions
2025-09-30
Period end
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The Brief · Requisite Capital Management, LLC · Q3 2025

AI · grounded in 13F

Requisite Capital Management, LLC established a new position in IVV valued at $106.9M. The fund also initiated new stakes in GPIX for $106.8M and GPIQ for $79.5M. Additional new positions include RSP at $37.8M and RRC at $15.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$106.9M17.9%159,684CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$106.8M17.9%2,044,317CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$79.5M13.3%1,514,966CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$37.8M6.35%199,301CommonNONE
75281A109RRCRANGE RES CORP$15.3M2.57%406,232CommonNONE
665531307NOGNORTHERN OIL & GAS INC$14.2M2.39%563,975CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$13.3M2.24%233,361CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$11.7M1.97%231,410CommonNONE
48662X105KBDCKAYNE ANDERSON BDC INC$10.4M1.74%756,955CommonNONE
29273V100ETENERGY TRANSFER L P$8.7M1.46%505,233CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$6.9M1.15%105,508CommonNONE
095924106OTFBLUE OWL TECHNOLOGY FIN CORP$4.0M0.67%279,729CommonNONE
69374H881COWZPACER FDS TR$4.0M0.66%68,917CommonNONE
594918104MSFTMICROSOFT CORP$3.7M0.62%7,112CommonNONE
46438R105ETHAISHARES ETHEREUM TR$3.6M0.61%115,006CommonNONE
302301106EZPWEZCORP INC$3.3M0.55%172,195CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M0.52%16,676CommonNONE
037833100AAPLAPPLE INC$3.1M0.51%12,011CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$2.9M0.49%307,329CommonNONE
69374H436QDPLPACER FDS TR$2.3M0.38%54,343CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$2.3M0.38%41,905CommonNONE
771049103RBLXROBLOX CORP$2.1M0.36%15,513CommonNONE
46428Q109SLVISHARES SILVER TR$2.0M0.34%48,151CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.8M0.31%44,908CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.7M0.28%5,355CommonNONE
64361Q101VNOMVIPER ENERGY INC$1.6M0.28%42,925CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.27%4,884CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M0.25%4,303CommonNONE
17275R102CSCOCISCO SYS INC$1.5M0.24%21,246CommonNONE
02079K107GOOGALPHABET INC$1.4M0.24%5,915CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.4M0.24%36,365CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.4M0.24%49,487CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1.4M0.23%9,453CommonNONE
92971A109MAPSWM TECHNOLOGY INC$1.3M0.22%1,147,532CommonNONE
770700102HOODROBINHOOD MKTS INC$1.2M0.21%8,651CommonNONE
032095101APHAMPHENOL CORP NEW$1.2M0.20%9,557CommonNONE
199908104FIXCOMFORT SYS USA INC$1.2M0.20%1,411CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.19%5,286CommonNONE
25809K105DASHDOORDASH INC$1.1M0.18%4,048CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.1M0.18%5,313CommonNONE
713448108PEPPEPSICO INC$1.1M0.18%7,580CommonNONE
833445109SNOWSNOWFLAKE INC$1.0M0.17%4,592CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.0M0.17%4,825CommonNONE
45337C102INCYINCYTE CORP$1.0M0.17%12,065CommonNONE
458140100INTCINTEL CORP$1.0M0.17%30,336CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$987,1310.17%31,568CommonNONE
37045V100GMGENERAL MTRS CO$984,8480.17%16,153CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$973,1810.16%16,919CommonNONE
58933Y105MRKMERCK & CO INC$969,5760.16%11,550CommonNONE
74762E102QUREQUANTA SVCS INC$963,1120.16%2,324CommonNONE
03463K752UYLDANGEL OAK FUNDS TRUST$944,4280.16%18,385CommonNONE
75513E101RTXRTX CORPORATION$938,5540.16%5,609CommonNONE
88160R101TSLATESLA INC$931,6880.16%2,095CommonNONE
02079K305GOOGLALPHABET INC$917,5600.15%3,774CommonNONE
571903202MARMARRIOTT INTL INC NEW$906,5920.15%3,481CommonNONE
88080T104WULFTERAWULF INC$863,5690.14%75,619CommonNONE
20825C104COPCONOCOPHILLIPS$832,0140.14%8,796CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$813,4330.14%1,618CommonNONE
92343E102VRSNVERISIGN INC$808,5160.14%2,892CommonNONE
718172109PMPHILIP MORRIS INTL INC$792,9630.13%4,889CommonNONE
74347G242ISPYPROSHARES TR$791,1820.13%17,539CommonNONE
247361702DALDELTA AIR LINES INC DEL$769,7000.13%13,563CommonNONE
166764100CVXCHEVRON CORP NEW$763,9860.13%4,920CommonNONE
172967424CCITIGROUP INC$732,2210.12%7,214CommonNONE
55087P104LYFTLYFT INC$729,5430.12%33,146CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$724,9200.12%28,000CommonNONE
876030107TPRTAPESTRY INC$714,3050.12%6,309CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$713,1120.12%1,690CommonNONE
464287614IWFISHARES TR$712,9200.12%1,522CommonNONE
040413205ANETARISTA NETWORKS INC$711,0650.12%4,880CommonNONE
G87110105FTITECHNIPFMC PLC$703,2360.12%17,826CommonNONE
29084Q100EMEEMCOR GROUP INC$687,8630.12%1,059CommonNONE
751212101RLRALPH LAUREN CORP$677,3740.11%2,154CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$672,2180.11%3,685CommonNONE
244199105DEDEERE & CO$663,0820.11%1,445CommonNONE
369604301GEGE AEROSPACE$659,2830.11%2,189CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$638,4680.11%956CommonNONE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$632,0000.11%400,000CommonNONE
90384S303ULTAULTA BEAUTY INC$627,1220.11%1,147CommonNONE
30212P303EXPEEXPEDIA GROUP INC$618,1650.10%2,892CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$601,2250.10%8,462CommonNONE
77664L207ROOTROOT INC$598,3740.10%6,685CommonNONE
452327109ILMNILLUMINA INC$597,5510.10%6,292CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$595,1800.10%643CommonNONE
052769106ADSKAUTODESK INC$594,6780.10%1,872CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$592,0260.10%15,095CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$591,7800.10%4,602CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$588,6270.10%11,335CommonNONE
74267C106PRAPROASSURANCE CORP$582,4050.10%24,277CommonNONE
855244109SBUXSTARBUCKS CORP$581,7100.10%6,876CommonNONE
30303M102METAMETA PLATFORMS INC$580,2260.10%790CommonNONE
19260Q107COINCOINBASE GLOBAL INC$570,6960.10%1,691CommonNONE
714046109RVTYREVVITY INC$566,4820.10%6,463CommonNONE
69331C108PCGPG&E CORP$562,8580.09%37,263CommonNONE
912008109USFDUS FOODS HLDG CORP$557,5640.09%7,277CommonNONE
71424F105PRPERMIAN RESOURCES CORP$549,2610.09%42,911CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$546,1410.09%2,854CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$543,0570.09%4,939CommonNONE
09290D101BLKBLACKROCK INC$540,9640.09%464CommonNONE
896239100TRMBTRIMBLE INC$540,1960.09%6,616CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$539,4660.09%29,576CommonNONE
688239201OSKOSHKOSH CORP$538,9030.09%4,155CommonNONE
949746101WMT2WELLS FARGO CO NEW$536,4480.09%6,400CommonNONE
780287108RGLDROYAL GOLD INC$534,5460.09%2,665CommonNONE
478160104JNJJOHNSON & JOHNSON$531,4140.09%2,866CommonNONE
526057104LENLENNAR CORP$525,8390.09%4,172CommonNONE
98980G102ZSZSCALER INC$524,7050.09%1,751CommonNONE
038222105AMATAPPLIED MATLS INC$521,0630.09%2,545CommonNONE
281020107EIXEDISON INTL$519,4110.09%9,396CommonNONE
009158106APDAIR PRODS & CHEMS INC$514,0770.09%1,885CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$512,9130.09%1,977CommonNONE
889478103TOLTOLL BROTHERS INC$506,0070.08%3,663CommonNONE
29786A106ETSYETSY INC$502,6390.08%7,571CommonNONE
79466L302CRMSALESFORCE INC$501,2000.08%2,110CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$500,5980.08%2,030CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$498,3060.08%2,431CommonNONE
291011104EMREMERSON ELEC CO$497,4350.08%3,792CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$495,6360.08%5,150CommonNONE
50212V100LPLALPL FINL HLDGS INC$493,0470.08%1,482CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$489,2500.08%5,779CommonNONE
893641100TDGTRANSDIGM GROUP INC$488,9850.08%371CommonNONE
00724F101ADBEADOBE INC$486,0900.08%1,378CommonNONE
464288240ACWXISHARES TR$476,0030.08%7,322CommonNONE
45687V106IRINGERSOLL RAND INC$470,0250.08%5,689CommonNONE
98149E303GLDMWORLD GOLD TR$469,3270.08%6,139CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$468,5770.08%3,516CommonNONE
H1467J104CBCHUBB LIMITED$465,4330.08%1,649CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$453,5390.08%84CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$453,1110.08%4,625CommonNONE
283678209KMI 4.75 03/31/28EL PASO ENERGY CAP TR I$449,1900.08%9,000CommonNONE
922475108VEEVVEEVA SYS INC$445,9710.07%1,497CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$441,2650.07%12,586CommonNONE
427866108HSYHERSHEY CO$435,2650.07%2,327CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$433,7100.07%22,162CommonNONE
88579Y101MMM3M CO$430,1590.07%2,772CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$428,6140.07%2,249CommonNONE
58155Q103MCKMCKESSON CORP$427,2150.07%553CommonNONE
12572Q105CMECME GROUP INC$425,8190.07%1,576CommonNONE
G87052109TELTE CONNECTIVITY PLC$425,4490.07%1,938CommonNONE
512807306LRCXLAM RESEARCH CORP$421,1080.07%3,143CommonNONE
G3223R108EGEVEREST GROUP LTD$419,9260.07%1,199CommonNONE
219350105GLWCORNING INC$417,4510.07%5,089CommonNONE
086516101BBYBEST BUY INC$415,0030.07%5,488CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$411,9370.07%2,355CommonNONE
929160109VMCVULCAN MATLS CO$411,5960.07%1,338CommonNONE
72352L106PINSPINTEREST INC$411,3900.07%12,788CommonNONE
171484108CHDNCHURCHILL DOWNS INC$408,7030.07%4,213CommonNONE
G29183103ETNEATON CORP PLC$406,4360.07%1,086CommonNONE
74347G804OILKPROSHARES TR$405,0100.07%10,100CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$403,3120.07%2,873CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$402,5870.07%783CommonNONE
169905106CHHCHOICE HOTELS INTL INC$401,3400.07%3,754CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$397,7040.07%1,752CommonNONE
65249B109NWSANEWS CORP NEW$396,7730.07%12,920CommonNONE
958102105WDCWESTERN DIGITAL CORP$395,7180.07%3,296CommonNONE
031100100AMEAMETEK INC$392,7320.07%2,089CommonNONE
617446448MSMORGAN STANLEY$392,6310.07%2,470CommonNONE
15135B101CNCCENTENE CORP DEL$386,7360.06%10,839CommonNONE
84472E102SSBSOUTHSTATE BK CORP$381,6380.06%3,860CommonNONE
018802108LNTALLIANT ENERGY CORP$373,3170.06%5,538CommonNONE
278865100ECLECOLAB INC$367,7940.06%1,343CommonNONE
27579R104EWBCEAST WEST BANCORP INC$367,1460.06%3,449CommonNONE
25746U109DDOMINION ENERGY INC$365,9800.06%5,983CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$365,6840.06%1,266CommonNONE
879369106TFXTELEFLEX INCORPORATED$365,4890.06%2,987CommonNONE
81762P102NOWSERVICENOW INC$365,3510.06%397CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$364,9490.06%9,758CommonNONE
892356106TSCOTRACTOR SUPPLY CO$364,5940.06%6,411CommonNONE
460146103IPINTERNATIONAL PAPER CO$362,8940.06%7,821CommonNONE
09062X103BIIBBIOGEN INC$362,1070.06%2,585CommonNONE
042735100ARWARROW ELECTRS INC$361,3060.06%2,986CommonNONE
253868103DLRDIGITAL RLTY TR INC$355,9600.06%2,059CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$353,8560.06%776CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$351,5200.06%31,274CommonNONE
060505104BACBANK AMERICA CORP$351,2250.06%6,808CommonNONE
82452J109FOURSHIFT4 PMTS INC$350,6990.06%4,531CommonNONE
260003108DOVDOVER CORP$350,3430.06%2,100CommonNONE
00090Q103ADTADT INC DEL$348,5650.06%40,019CommonNONE
682680103OKEONEOK INC NEW$347,5560.06%4,763CommonNONE
464287507IJHISHARES TR$345,5520.06%5,295CommonNONE
808513105SCHWSCHWAB CHARLES CORP$344,6470.06%3,610CommonNONE
680223104ORIOLD REP INTL CORP$343,4550.06%8,087CommonNONE
14149Y108CAHCARDINAL HEALTH INC$343,4280.06%2,188CommonNONE
03463K737MBSANGEL OAK FUNDS TRUST$343,3680.06%39,150CommonNONE
231561101CWCURTISS WRIGHT CORP$343,2900.06%632CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$341,0470.06%1,162CommonNONE
30161Q104EXELEXELIXIS INC$335,1080.06%8,114CommonNONE
371901109GNTXGENTEX CORP$334,7890.06%11,830CommonNONE
46266C105IQVIQVIA HLDGS INC$329,3560.06%1,734CommonNONE
594972408MSTRSTRATEGY INC$328,6540.06%1,020CommonNONE
02209S103MOALTRIA GROUP INC$328,5520.06%4,906CommonNONE
174610105CFGCITIZENS FINL GROUP INC$326,4020.05%6,140CommonNONE
00206R102TAT&T INC$326,0890.05%11,547CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$325,5730.05%1,661CommonNONE
23804L903DDOGDATADOG INC$322,8210.05%2,267CALLNONE
64110D104NTAPNETAPP INC$322,4480.05%2,722CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$321,6230.05%2,302CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$319,7140.05%3,602CommonNONE
91879Q109MTNVAIL RESORTS INC$319,1820.05%2,134CommonNONE
143658300CCL1EURCARNIVAL CORP$318,0390.05%11,001CommonNONE
30231G102XOMEXXON MOBIL CORP$315,4740.05%2,798CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$314,5580.05%395CommonNONE
49177J102KVUEKENVUE INC$313,5310.05%19,318CommonNONE
48251W104KKRKKR & CO INC$312,5300.05%2,405CommonNONE
H2906T109GRMNGARMIN LTD$309,9910.05%1,259CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$309,6980.05%4,734CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$309,6830.05%1,309CommonNONE
844741108LUVSOUTHWEST AIRLS CO$309,2400.05%9,691CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$308,8190.05%4,488CommonNONE
403949100DINOHF SINCLAIR CORP$308,7540.05%5,899CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$306,2400.05%6,000CommonNONE
931142103WMTWALMART INC$306,1910.05%2,971CommonNONE
742718109PGPROCTER AND GAMBLE CO$305,4560.05%1,988CommonNONE
654106103NKENIKE INC$304,7120.05%4,370CommonNONE
009066101ABNBAIRBNB INC$302,3360.05%2,490CommonNONE
45073V108ITTITT INC$301,3890.05%1,686CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$300,7800.05%768CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$298,5360.05%3,577CommonNONE
115236101BROBROWN & BROWN INC$296,8450.05%3,165CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$294,1200.05%17,030CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$293,4730.05%3,982CommonNONE
891092108TTCTORO CO$292,3030.05%3,836CommonNONE
679295105OKTAOKTA INC$290,5060.05%3,168CommonNONE
45167R104IEXIDEX CORP$290,2010.05%1,783CommonNONE
36828A101GEVGE VERNOVA INC$289,6180.05%471CommonNONE
90138F102TWLOTWILIO INC$288,8600.05%2,886CommonNONE
N14506104ESTCELASTIC N V$288,0260.05%3,409CommonNONE
05352A100AVTRAVANTOR INC$286,6780.05%22,971CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$286,2760.05%1,723CommonNONE
G0176J109ALLEALLEGION PLC$284,1150.05%1,602CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$283,5240.05%3,101CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$280,7810.05%8,101CommonNONE
084423102WRBBERKLEY W R CORP$280,0460.05%3,655CommonNONE
044186104ASHASHLAND INC$279,3150.05%5,830CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$279,0940.05%1,138CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$277,6520.05%1,970CommonNONE
099724106BWABORGWARNER INC$276,0690.05%6,280CommonNONE
532457108LLYELI LILLY & CO$275,9530.05%362CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$274,5930.05%1,160CommonNONE
92537N108VRTVERTIV HOLDINGS CO$274,4140.05%1,819CommonNONE
705573103PEGAPEGASYSTEMS INC$273,7000.05%4,760CommonNONE
580135101MCDMCDONALDS CORP$272,5890.05%897CommonNONE
650111107NYTNEW YORK TIMES CO$271,4450.05%4,729CommonNONE
95058W100WENWENDYS CO$271,0260.05%29,588CommonNONE
30161N101EXCEXELON CORP$270,9150.05%6,019CommonNONE
254067101DDSDILLARDS INC$270,3710.05%440CommonNONE
315616102FFIVF5 INC$270,1870.05%836CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$269,4240.05%1,722CommonNONE
G5960L103MDTMEDTRONIC PLC$268,5640.05%2,799CommonNONE
907818108UNPUNION PAC CORP$267,8070.04%1,133CommonNONE
882508104TXNTEXAS INSTRS INC$267,1430.04%1,454CommonNONE
52603A208LCLENDINGCLUB CORP$266,9030.04%17,571CommonNONE
384802104GWWGRAINGER W W INC$264,9230.04%278CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$264,5680.04%2,647CommonNONE
18539C204CWENCLEARWAY ENERGY INC$263,0080.04%9,310CommonNONE
750917106RMBSRAMBUS INC DEL$262,7920.04%2,522CommonNONE
038336103ATRAPTARGROUP INC$262,6420.04%1,965CommonNONE
64828T201RITMRITHM CAPITAL CORP$262,3340.04%23,032CommonNONE
974155103WINGWINGSTOP INC$261,9990.04%1,041CommonNONE
20602D101CNXCCONCENTRIX CORP$261,7630.04%5,672CommonNONE
29605J106ESABESAB CORPORATION$261,2480.04%2,338CommonNONE
343412102FLRFLUOR CORP NEW$260,8760.04%6,201CommonNONE
57667L107MTCHMATCH GROUP INC NEW$260,8740.04%7,386CommonNONE
872657101TPGTPG INC$258,8120.04%4,505CommonNONE
863667101SYKSTRYKER CORPORATION$257,6600.04%697CommonNONE
09260D107BXBLACKSTONE INC$257,3000.04%1,506CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$256,2650.04%1,910CommonNONE
87422Q109TLNTALEN ENERGY CORP$255,2280.04%600CommonNONE
126650100CVSCVS HEALTH CORP$254,9690.04%3,382CommonNONE
629377508NRGNRG ENERGY INC$254,5850.04%1,572CommonNONE
88033G407THCTENET HEALTHCARE CORP$254,4090.04%1,253CommonNONE
418056107HASHASBRO INC$254,0980.04%3,350CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$253,7770.04%2,073CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$252,4520.04%5,266CommonNONE
53946R106LDILOANDEPOT INC$251,8000.04%160,000CommonNONE
632307104NTRANATERA INC$250,9520.04%1,559CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$250,4480.04%1,779CommonNONE
718546104PSXPHILLIPS 66$249,0530.04%1,831CommonNONE
002824100ABTABBOTT LABS$248,7270.04%1,857CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$247,9310.04%3,188CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$247,9280.04%19,294CommonNONE
73278L105POOLPOOL CORP$247,7460.04%799CommonNONE
G76279101ROIVROIVANT SCIENCES LTD$246,3160.04%16,280CommonNONE
G3265R107APTVAPTIV PLC$244,0890.04%2,831CommonNONE
228368106CCKCROWN HLDGS INC$243,6970.04%2,523CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$243,3950.04%14,267CommonNONE
30040W108ESEVERSOURCE ENERGY$242,8010.04%3,413CommonNONE
03073E105CORCENCORA INC$240,9610.04%771CommonNONE
N90064101QUREUNIQURE NV$238,8500.04%4,092CommonNONE
883203101TXTTEXTRON INC$238,1780.04%2,819CommonNONE
23918K108DVADAVITA INC$237,7040.04%1,789CommonNONE
61945C103MOSMOSAIC CO NEW$237,5580.04%6,850CommonNONE
55354G100MSCIMSCI INC$237,1770.04%418CommonNONE
983793100XPOXPO INC$236,0470.04%1,826CommonNONE
46982L108JJACOBS SOLUTIONS INC$236,0300.04%1,575CommonNONE
464287655IWMISHARES TR$235,4270.04%973CommonNONE
31428X106FDXFEDEX CORP$234,6310.04%995CommonNONE
872540109TJXTJX COS INC NEW$234,5880.04%1,623CommonNONE
233331107DTEDTE ENERGY CO$232,7940.04%1,646CommonNONE
00287Y109ABBVABBVIE INC$232,2350.04%1,003CommonNONE
25754A201DPZDOMINOS PIZZA INC$231,3970.04%536CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$231,2630.04%4,270CommonNONE
60937P106MDBMONGODB INC$226,2670.04%729CommonNONE
000360206AAONAAON INC$226,2180.04%2,421CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$225,5890.04%1,117CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$224,9070.04%4,987CommonNONE
L44385109GLOBGLOBANT S A$224,8150.04%3,918CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$223,9120.04%428CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$221,1770.04%4,229CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$221,1010.04%18,123CommonNONE
369550108GDGENERAL DYNAMICS CORP$220,6270.04%647CommonNONE
816851109SRESEMPRA$220,3610.04%2,449CommonNONE
45168D104IDXXIDEXX LABS INC$219,7780.04%344CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$219,7420.04%179CommonNONE
701094104PHPARKER-HANNIFIN CORP$219,1050.04%289CommonNONE
501044101KRKROGER CO$219,0820.04%3,250CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$218,9180.04%6,584CommonNONE
92338C103VLTOVERALTO CORP$218,5630.04%2,048CommonNONE
91529Y106UNMUNUM GROUP$218,3280.04%2,807CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$218,0330.04%7,812CommonNONE
407497106HLNEHAMILTON LANE INC$217,4110.04%1,613CommonNONE
00214Q104ARKKARK ETF TR$216,7860.04%2,512CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$215,8370.04%1,988CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$215,6260.04%129CommonNONE
69370C100PTCPTC INC$215,4040.04%1,061CommonNONE
871607107SNPSSYNOPSYS INC$215,1180.04%436CommonNONE
452308109ITWILLINOIS TOOL WKS INC$213,8320.04%815CommonNONE
448579102HHYATT HOTELS CORP$213,7470.04%1,506CommonNONE
110448107BTIBRITISH AMERN TOB PLC$213,6470.04%4,025CommonNONE
466313103JBLJABIL INC$212,1750.04%977CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$211,4880.04%3,142CommonNONE
235851102DHRDANAHER CORPORATION$210,4950.04%1,060CommonNONE
756109104OREALTY INCOME CORP$210,1510.04%3,457CommonNONE
690742101OCOWENS CORNING NEW$209,7850.04%1,483CommonNONE
30034W106EVRGEVERGY INC$208,3710.03%2,741CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$207,6490.03%1,194CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$207,5430.03%116CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$206,9260.03%918CommonNONE
05329W102ANAUTONATION INC$206,5190.03%944CommonNONE
117043109BCBRUNSWICK CORP$205,3400.03%3,247CommonNONE
82846H405QXOQXO INC$204,2280.03%10,715CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$203,9330.03%8,334CommonNONE
929740108WABWABTEC$203,8780.03%1,017CommonNONE
35137L105FOXAFOX CORP$203,4950.03%3,227CommonNONE
437076102HDHOME DEPOT INC$202,1900.03%499CommonNONE
601137102MRPMILLROSE PPTYS INC$201,6940.03%6,001CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$201,4330.03%3,386CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$201,3040.03%623CommonNONE
406216101HALHALLIBURTON CO$201,0800.03%8,174CommonNONE
013091103ACIALBERTSONS COS INC$200,7000.03%11,462CommonNONE
78409V104SPGIS&P GLOBAL INC$200,5250.03%412CommonNONE
343498101FLOFLOWERS FOODS INC$170,9810.03%13,102CommonNONE
81749D107SERASERA PROGNOSTICS INC$170,2830.03%55,648CommonNONE
90364P105PATHUIPATH INC$157,1350.03%11,744CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$122,9230.02%11,267CommonNONE
904311107UAAUNDER ARMOUR INC$105,1540.02%21,073CommonNONE
G21810109CLVTCLARIVATE PLC$98,4850.02%25,714CommonNONE
31189V109FTHMFATHOM HOLDINGS INC$69,4980.01%38,610CommonNONE
640491106NEOGNEOGEN CORP$63,5810.01%11,135CommonNONE
31573L105FBLGFIBROBIOLOGICS INC$59,9250.01%109,713CommonNONE
G1144A105BTBTBIT DIGITAL INC$59,7930.01%19,931CommonNONE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$41,5900.01%31,748CommonNONE
644393100NFENEW FORTRESS ENERGY INC$29,9230.01%13,540CommonNONE

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.