MondegarAI
Havemeyer Place LP

Q4 2025 · 13F-HR

Havemeyer Place LPholdings as filed

Filed 2026-02-11 · accession 0002026128-26-000001

$507.3M
Reported value
504
Positions
2025-12-31
Period end
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The Brief · Havemeyer Place LP · Q4 2025

AI · grounded in 13F

Havemeyer Place LP established a new position in Lennar Corp LEN worth $8.56M. The fund also initiated new stakes in ServiceNow Inc NOW for $7.37M and Lockheed Martin Corp LMT for $5.77M. Additional new positions included Exxon Mobil Corp XOM and Applied Matls Inc AMAT.

Holdings as filed

First 500 of 504

CUSIPTickerIssuerValue% port.SharesClassVoting
526057104LENLENNAR CORP$8.6M1.69%83,309CommonSOLE
81762P102NOWSERVICENOW INC$7.4M1.45%48,081CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.8M1.14%11,931CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.2M1.03%43,625CommonSOLE
038222105AMATAPPLIED MATLS INC$4.4M0.86%16,984CommonSOLE
097023105BABOEING CO$4.3M0.85%19,883CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.2M0.82%26,086CommonSOLE
770700102HOODROBINHOOD MKTS INC$4.2M0.82%36,796CommonSOLE
254687106DISDISNEY WALT CO$4.1M0.80%35,768CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.9M0.77%77,001CommonSOLE
337738108FISVFISERV INC$3.7M0.74%55,672CommonSOLE
806857108SLBSLB LIMITED$3.7M0.73%96,433CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.7M0.72%12,092CommonSOLE
19247G107COHRCOHERENT CORP$3.6M0.71%19,457CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.5M0.69%18,850CommonSOLE
22266T109CPNGCOUPANG INC$3.5M0.69%147,597CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3.3M0.65%136,361CommonSOLE
294429105EFXEQUIFAX INC$3.2M0.63%14,668CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.2M0.63%15,659CommonSOLE
48251W104KKRKKR & CO INC$3.1M0.62%24,660CommonSOLE
30303M102METAMETA PLATFORMS INC$3.0M0.60%4,577CommonSOLE
69370C100PTCPTC INC$3.0M0.59%17,108CommonSOLE
171779309CIENCIENA CORP$3.0M0.59%12,704CommonSOLE
654902204NOKNOKIA CORP$2.9M0.58%455,225CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.8M0.55%29,426CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.8M0.55%20,422CommonSOLE
855244109SBUXSTARBUCKS CORP$2.7M0.54%32,603CommonSOLE
871607107SNPSSYNOPSYS INC$2.7M0.54%5,792CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.7M0.52%20,103CommonSOLE
219350105GLWCORNING INC$2.6M0.52%30,191CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.6M0.51%25,249CommonSOLE
219948106CPAYCORPAY INC$2.6M0.51%8,542CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2.6M0.51%11,290CommonSOLE
00724F101ADBEADOBE INC$2.6M0.50%7,310CommonSOLE
670100205NVONOVO-NORDISK A S$2.6M0.50%50,223CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.5M0.50%4,875CommonSOLE
172967424CCITIGROUP INC$2.5M0.50%21,706CommonSOLE
143658300CCL1EURCARNIVAL CORP$2.5M0.49%81,774CommonSOLE
09290D101BLKBLACKROCK INC$2.5M0.49%2,331CommonSOLE
03073E105CORCENCORA INC$2.4M0.48%7,204CommonSOLE
216648501COOCOOPER COS INC$2.4M0.48%29,634CommonSOLE
15101Q207CLSCELESTICA INC$2.4M0.48%8,210CommonSOLE
45168D104IDXXIDEXX LABS INC$2.4M0.47%3,510CommonSOLE
803054204SAPSAP SE$2.4M0.47%9,714CommonSOLE
37045V100GMGENERAL MTRS CO$2.3M0.46%28,636CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.3M0.45%27,784CommonSOLE
74340W103PLDPROLOGIS INC.$2.2M0.44%17,459CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.2M0.44%25,982CommonSOLE
09260D107BXBLACKSTONE INC$2.2M0.44%14,393CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.2M0.43%4,493CommonSOLE
504922105LHLABCORP HOLDINGS INC$2.2M0.43%8,678CommonSOLE
931142103WMTWALMART INC$2.2M0.42%19,313CommonSOLE
88339J105TTDTHE TRADE DESK INC$2.1M0.42%56,470CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.1M0.42%31,668CommonSOLE
500255104KSSKOHLS CORP$2.1M0.42%103,278CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.1M0.41%10,134CommonSOLE
780087102RYROYAL BK CDA$2.1M0.41%12,238CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.1M0.41%31,932CommonSOLE
771049103RBLXROBLOX CORP$2.1M0.41%25,643CommonSOLE
88033G407THCTENET HEALTHCARE CORP$2.1M0.40%10,335CommonSOLE
217204106CPRTCOPART INC$2.0M0.40%52,205CommonSOLE
443573100HUBSHUBSPOT INC$2.0M0.40%5,093CommonSOLE
15135B101CNCCENTENE CORP DEL$2.0M0.40%49,194CommonSOLE
891092108TTCTORO CO$2.0M0.40%25,704CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.0M0.40%12,424CommonSOLE
876030107TPRTAPESTRY INC$2.0M0.40%15,744CommonSOLE
62914V106NIONIO INC$2.0M0.39%389,142CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.0M0.39%1,486CommonSOLE
86333M108LRNSTRIDE INC$2.0M0.39%30,428CommonSOLE
983134107WYNNWYNN RESORTS LTD$2.0M0.39%16,398CommonSOLE
40131M109GHGUARDANT HEALTH INC$1.9M0.38%18,838CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1.9M0.38%61,278CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.9M0.38%28,732CommonSOLE
863667101SYKSTRYKER CORPORATION$1.9M0.37%5,409CommonSOLE
670346105NUENUCOR CORP$1.9M0.37%11,631CommonSOLE
48666K109KBHKB HOME$1.9M0.37%33,255CommonSOLE
718546104PSXPHILLIPS 66$1.9M0.37%14,518CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$1.9M0.37%239,301CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.8M0.36%15,575CommonSOLE
440452100HRLHORMEL FOODS CORP$1.8M0.35%74,215CommonSOLE
882508104TXNTEXAS INSTRS INC$1.8M0.35%10,117CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.7M0.34%29,329CommonSOLE
189054109CLXCLOROX CO DEL$1.7M0.34%17,145CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$1.7M0.34%56,470CommonSOLE
345370860FFORD MTR CO$1.7M0.33%127,736CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.7M0.33%11,118CommonSOLE
87612G101TRGPTARGA RES CORP$1.7M0.33%8,987CommonSOLE
086516101BBYBEST BUY INC$1.6M0.32%24,611CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.6M0.32%8,345CommonSOLE
36828A101GEVGE VERNOVA INC$1.6M0.32%2,507CommonSOLE
91529Y106UNMUNUM GROUP$1.6M0.32%21,070CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.32%4,610CommonSOLE
23804L103DDOGDATADOG INC$1.6M0.32%11,954CommonSOLE
98980G102ZSZSCALER INC$1.6M0.32%7,185CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.6M0.32%98,734CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.6M0.32%20,138CommonSOLE
01741R102ATIATI INC$1.6M0.31%13,632CommonSOLE
98422D105XPEVXPENG INC$1.5M0.30%76,108CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.5M0.30%26,359CommonSOLE
59156R108METMETLIFE INC$1.5M0.30%19,484CommonSOLE
377322102GKOSGLAUKOS CORP$1.5M0.30%13,557CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.5M0.30%8,174CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$1.5M0.30%12,008CommonSOLE
70975L107PENPENUMBRA INC$1.5M0.30%4,828CommonSOLE
60770K107MRNAMODERNA INC$1.5M0.29%50,387CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1.5M0.29%61,785CommonSOLE
88579Y101MMM3M CO$1.5M0.29%9,131CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.28%2,868CommonSOLE
M98068105WIXWIX COM LTD$1.4M0.28%13,716CommonSOLE
880770102TERTERADYNE INC$1.4M0.28%7,360CommonSOLE
40434L105HPQHP INC$1.4M0.28%63,885CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.4M0.28%16,230CommonSOLE
89531P105TREXTREX CO INC$1.4M0.28%40,404CommonSOLE
89400J107TRUTRANSUNION$1.4M0.28%16,419CommonSOLE
H5919C104ONONON HLDG AG$1.4M0.28%30,168CommonSOLE
04626A103ALABASTERA LABS INC$1.4M0.27%8,332CommonSOLE
37733W204GSKGSK PLC$1.4M0.27%28,216CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.27%22,951CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.27%5,357CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$1.4M0.27%97,830CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$1.4M0.27%84,971CommonSOLE
09228F103BBBLACKBERRY LTD$1.3M0.27%356,058CommonSOLE
09173B1071B2BITFARMS LTD$1.3M0.26%571,298CommonSOLE
925652109VICIVICI PPTYS INC$1.3M0.26%47,729CommonSOLE
553368101MPMP MATERIALS CORP$1.3M0.26%26,560CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.3M0.26%100,247CommonSOLE
053332102AZOAUTOZONE INC$1.3M0.26%392CommonSOLE
379577208GMEDGLOBUS MED INC$1.3M0.26%15,204CommonSOLE
422704106HLHECLA MNG CO$1.3M0.26%67,897CommonSOLE
125896100CMSCMS ENERGY CORP$1.3M0.26%18,612CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.26%1,209CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.3M0.26%4,539CommonSOLE
55087P104LYFTLYFT INC$1.3M0.25%66,561CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$1.3M0.25%84,039CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.25%7,152CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1.3M0.25%27,631CommonSOLE
00508Y102AYIACUITY INC$1.3M0.25%3,497CommonSOLE
81141R100SESEA LTD$1.3M0.25%9,849CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.3M0.25%42,913CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.3M0.25%13,948CommonSOLE
911363109URIUNITED RENTALS INC$1.2M0.25%1,539CommonSOLE
713448108PEPPEPSICO INC$1.2M0.24%8,607CommonSOLE
72352L106PINSPINTEREST INC$1.2M0.24%47,443CommonSOLE
11271J107BNBROOKFIELD CORP$1.2M0.24%26,609CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.2M0.24%9,179CommonSOLE
450913108IAGIAMGOLD CORP$1.2M0.24%73,243CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$1.2M0.24%3,520CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.2M0.24%6,137CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.2M0.23%16,132CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.23%11,882CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.2M0.23%7,265CommonSOLE
496902404KGCKINROSS GOLD CORP$1.2M0.23%41,806CommonSOLE
682680103OKEONEOK INC NEW$1.2M0.23%16,011CommonSOLE
231021106CMICUMMINS INC$1.2M0.23%2,301CommonSOLE
690742101OCOWENS CORNING NEW$1.2M0.23%10,494CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.2M0.23%2,086CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.2M0.23%13,945CommonSOLE
369604301GEGE AEROSPACE$1.2M0.23%3,776CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.2M0.23%187,368CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$1.1M0.23%27,980CommonSOLE
86771W105RUNSUNRUN INC$1.1M0.22%61,894CommonSOLE
058498106BALLBALL CORP$1.1M0.22%21,467CommonSOLE
72703H101PLNTPLANET FITNESS INC$1.1M0.22%10,392CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.1M0.22%16,112CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.1M0.22%5,657CommonSOLE
H42097107UBSUBS GROUP AG$1.1M0.21%23,425CommonSOLE
579780206MKCMCCORMICK & CO INC$1.1M0.21%15,924CommonNONE
26875P101EOGEOG RES INC$1.1M0.21%10,323CommonSOLE
77543R102ROKUROKU INC$1.1M0.21%9,905CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.21%5,787CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.21%5,832CommonSOLE
34959E109FTNTFORTINET INC$1.1M0.21%13,466CommonSOLE
963320106WHRWHIRLPOOL CORP$1.1M0.21%14,790CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$1.1M0.21%496CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$1.1M0.21%79,824CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.0M0.21%10,535CommonSOLE
056752108BIDUBAIDU INC$1.0M0.21%7,987CommonSOLE
23918K108DVADAVITA INC$1.0M0.20%9,118CommonSOLE
037833100AAPLAPPLE INC$1.0M0.20%3,783CommonSOLE
891160509TDTORONTO DOMINION BK ONT$1.0M0.20%10,891CommonSOLE
457669307INSMINSMED INC$1.0M0.20%5,891CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$1.0M0.20%31,538CommonSOLE
23834J201DAVEDAVE INC$1.0M0.20%4,617CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.0M0.20%3,029CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$1.0M0.20%50,072CommonSOLE
653656108NICENICE LTD$1.0M0.20%8,945CommonSOLE
29786A106ETSYETSY INC$1.0M0.20%18,203CommonSOLE
N3167Y103RACEFERRARI N V$1.0M0.20%2,713CommonSOLE
00766T100ACMAECOM$998,2960.20%10,472CommonSOLE
403949100DINOHF SINCLAIR CORP$978,4630.19%21,234CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$978,0960.19%10,197CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$976,9020.19%14,158CommonSOLE
18452B209CLSKCLEANSPARK INC$966,8040.19%95,534CommonSOLE
G491BT108IVZINVESCO LTD$964,6340.19%36,720CommonSOLE
311900104FASTFASTENAL CO$958,6660.19%23,889CommonSOLE
879369106TFXTELEFLEX INCORPORATED$958,5020.19%7,854CommonSOLE
836100107SOUNSOUNDHOUND AI INC$955,5950.19%95,847CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$953,6850.19%8,122CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$952,0580.19%6,243CommonSOLE
375558103GILDGILEAD SCIENCES INC$943,6250.19%7,688CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$932,5620.18%2,057CommonSOLE
012653101ALBALBEMARLE CORP$923,0370.18%6,526CommonSOLE
040413205ANETARISTA NETWORKS INC$918,9130.18%7,013CommonSOLE
04010L103ARCCARES CAPITAL CORP$913,9910.18%45,180CommonSOLE
92556V106VTRSVIATRIS INC$912,2120.18%73,270CommonSOLE
745867101PHMPULTE GROUP INC$908,5300.18%7,748CommonSOLE
07831C103BRBRBELLRING BRANDS INC$903,6610.18%33,807CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$901,3860.18%15,679CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$898,8320.18%61,733CommonSOLE
143130102KMXCARMAX INC$898,2250.18%23,246CommonSOLE
29258Y103EXKENDEAVOUR SILVER CORP$892,2010.18%94,915CommonSOLE
H8817H100RIGTRANSOCEAN LTD$890,8410.18%215,700CommonSOLE
596278101MIDDMIDDLEBY CORP$885,9250.17%5,959CommonSOLE
237266101DARDARLING INGREDIENTS INC$880,6680.17%24,463CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$879,0330.17%2,792CommonSOLE
40412C101HCAHCA HEALTHCARE INC$877,6970.17%1,880CommonSOLE
303250104FICOFAIR ISAAC CORP$875,7410.17%518CommonSOLE
78709Y105SAIASAIA INC$875,0740.17%2,680CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$869,6330.17%23,741CommonSOLE
150870103CECELANESE CORP DEL$868,0510.17%20,531CommonSOLE
233331107DTEDTE ENERGY CO$847,5280.17%6,571CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$846,3650.17%12,576CommonSOLE
G98239109XPXP INC$845,7230.17%51,663CommonSOLE
25243Q205DEODIAGEO PLC$844,4970.17%9,789CommonSOLE
03076C106AMPAMERIPRISE FINL INC$836,0300.16%1,705CommonSOLE
404280406HSBCHSBC HLDGS PLC$833,6660.16%10,597CommonSOLE
00130H105AESAES CORP$833,3690.16%58,115CommonSOLE
H01301128ALCALCON AG$828,3720.16%10,511CommonSOLE
02005N100ALLYALLY FINL INC$824,8670.16%18,213CommonSOLE
87918A105TDOCTELADOC HEALTH INC$823,7530.16%117,679CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$820,8140.16%23,546CommonSOLE
03852U106ARMKARAMARK$820,3190.16%22,255CommonSOLE
942622200WSOWATSCO INC$820,1360.16%2,434CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$814,6580.16%45,948CommonSOLE
615369105MCOMOODYS CORP$812,2520.16%1,590CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$811,5170.16%15,358CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$803,1870.16%4,647CommonSOLE
05534B760BCEBCE INC$800,9000.16%33,623CommonSOLE
48242W106KBRKBR INC$800,4620.16%19,912CommonSOLE
252131107DXCMDEXCOM INC$799,9580.16%12,053CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$797,6250.16%17,351CommonSOLE
002824100ABTABBOTT LABS$788,5750.16%6,294CommonSOLE
12504L109CBRECBRE GROUP INC$786,4240.16%4,891CommonSOLE
46284V101IRMIRON MTN INC DEL$778,7350.15%9,388CommonSOLE
580135101MCDMCDONALDS CORP$778,4400.15%2,547CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$776,2650.15%47,829CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$773,1220.15%17,855CommonSOLE
64110L106NFLXNETFLIX INC$770,8010.15%8,221CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$764,4340.15%5,796CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$761,8100.15%38,100CommonSOLE
701094104PHPARKER-HANNIFIN CORP$759,4210.15%864CommonSOLE
888787108TOSTTOAST INC$744,4320.15%20,964CommonSOLE
406216101HALHALLIBURTON CO$742,9270.15%26,289CommonSOLE
983793100XPOXPO INC$738,9430.15%5,437CommonSOLE
29250N105ENBENBRIDGE INC$737,9690.15%15,429CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$737,1680.15%2,275CommonSOLE
52567D107LMNDLEMONADE INC$735,0760.14%10,327CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$727,0110.14%18,499CommonSOLE
38059T106GFIGOLD FIELDS LTD$726,6330.14%16,643CommonSOLE
88162G103TTEKTETRA TECH INC NEW$720,7410.14%21,489CommonSOLE
683344105ONTOONTO INNOVATION INC$719,9990.14%4,561CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$717,4580.14%7,866CommonSOLE
65339F101NEENEXTERA ENERGY INC$715,9370.14%8,918CommonSOLE
81730H109SSENTINELONE INC$714,5700.14%47,638CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$711,7170.14%2,156CommonSOLE
N90064101QUREUNIQURE NV$709,6440.14%29,655CommonSOLE
013872106AAALCOA CORP$703,6800.14%13,242CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$703,4320.14%3,152CommonSOLE
655663102NDSNNORDSON CORP$698,6900.14%2,906CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$691,1260.14%1,803CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$690,6060.14%2,476CommonSOLE
629377508NRGNRG ENERGY INC$685,0500.14%4,302CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$683,4480.13%9,410CommonSOLE
912008109USFDUS FOODS HLDG CORP$683,0770.13%9,069CommonSOLE
30161Q104EXELEXELIXIS INC$681,5570.13%15,550CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$671,1350.13%109,842CommonSOLE
438516106HONHONEYWELL INTL INC$668,7690.13%3,428CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$665,2430.13%4,822CommonSOLE
37637K108GTLBGITLAB INC$661,6910.13%17,631CommonSOLE
09075V102BNTXBIONTECH SE$658,2130.13%6,914CommonSOLE
099724106BWABORGWARNER INC$646,5210.13%14,348CommonSOLE
806407102HSICHENRY SCHEIN INC$642,3540.13%8,499CommonSOLE
45784P101PODDINSULET CORP$641,2450.13%2,256CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$629,6310.12%7,968CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$623,8100.12%1,094CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$619,8020.12%86,807CommonSOLE
744320102PRUPRUDENTIAL FINL INC$611,5840.12%5,418CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$610,4440.12%12,204CommonSOLE
65473P105NINISOURCE INC$609,9470.12%14,606CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$605,3390.12%9,096CommonSOLE
142339100CSLCARLISLE COS INC$603,2560.12%1,886CommonSOLE
125269100CFCF INDS HLDGS INC$599,7720.12%7,755CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$596,3980.12%7,125CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$593,8940.12%21,604CommonSOLE
775711104ROLROLLINS INC$590,3570.12%9,836CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$590,3200.12%10,426CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$587,3110.12%4,228CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$585,8900.12%28,033CommonSOLE
36162J106GEOGEO GROUP INC NEW$583,4470.11%36,194CommonSOLE
443201108HWMHOWMET AEROSPACE INC$582,0520.11%2,839CommonSOLE
25754A201DPZDOMINOS PIZZA INC$579,7970.11%1,391CommonSOLE
358039105FRPTFRESHPET INC$578,8350.11%9,500CommonSOLE
29444U700EQIXEQUINIX INC$576,1520.11%752CommonSOLE
889478103TOLTOLL BROTHERS INC$564,8140.11%4,177CommonSOLE
G65163100JOBYJOBY AVIATION INC$563,2440.11%42,670CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$561,5690.11%10,411CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$557,2200.11%15,060CommonSOLE
337932107FEFIRSTENERGY CORP$557,0730.11%12,443CommonSOLE
87151X101SYMSYMBOTIC INC$555,9680.11%9,344CommonSOLE
82452J109FOURSHIFT4 PMTS INC$555,7100.11%8,825CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$550,8220.11%2,269CommonSOLE
69318G106PBFPBF ENERGY INC$550,7260.11%20,307CommonSOLE
30161N101EXCEXELON CORP$549,0160.11%12,595CommonSOLE
95082P105WCCWESCO INTL INC$539,1870.11%2,204CommonSOLE
74935Q107RBARB GLOBAL INC$535,7470.11%5,208CommonSOLE
866674104SUISUN CMNTYS INC$514,2270.10%4,150CommonSOLE
73278L105POOLPOOL CORP$511,2560.10%2,235CommonSOLE
695156109PKGPACKAGING CORP AMER$508,5630.10%2,466CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$508,1670.10%3,894CommonSOLE
23282W605CYTKCYTOKINETICS INC$503,4270.10%7,923CommonSOLE
07725L102ONCBEONE MEDICINES LTD$500,6790.10%1,648CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$497,8450.10%17,812CommonSOLE
919794107VLYVALLEY NATL BANCORP$494,0640.10%42,300CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$491,9160.10%2,872CommonSOLE
11777Q209BTGB2GOLD CORP$489,7590.10%108,594CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$486,3120.10%10,418CommonSOLE
739128106POWLPOWELL INDS INC$484,5460.10%1,520CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$483,3800.10%4,192CommonSOLE
N20944109CNHCNH INDL N V$483,0730.10%52,394CommonSOLE
051774107AURAURORA INNOVATION INC$477,4890.09%124,346CommonSOLE
17243V102CNKCINEMARK HLDGS INC$477,4430.09%20,544CommonSOLE
46266C105IQVIQVIA HLDGS INC$473,1360.09%2,099CommonSOLE
731068102PIIPOLARIS INC$469,8210.09%7,428CommonSOLE
576485205MTDRMATADOR RES CO$468,2410.09%11,033CommonSOLE
18915M107NETCLOUDFLARE INC$467,6400.09%2,372CommonSOLE
87043Q108SGSWEETGREEN INC$464,3580.09%68,692CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$460,0030.09%7,423CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$459,7330.09%2,118CommonSOLE
26884L109EQTEQT CORP$452,7590.09%8,447CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$449,9370.09%5,276CommonSOLE
291011104EMREMERSON ELEC CO$447,2660.09%3,370CommonSOLE
049560105ATOATMOS ENERGY CORP$439,0230.09%2,619CommonSOLE
96208T104WEXWEX INC$434,4260.09%2,916CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$431,2360.08%2,066CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$430,4860.08%5,671CommonSOLE
227046109CROXCROCS INC$424,6070.08%4,965CommonSOLE
292671708UUUUENERGY FUELS INC$423,7680.08%29,145CommonSOLE
714046109RVTYREVVITY INC$422,9910.08%4,372CommonSOLE
34354P105FLSFLOWSERVE CORP$416,6960.08%6,006CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$412,5600.08%7,497CommonSOLE
546347105LPXLOUISIANA PAC CORP$410,3420.08%5,081CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$405,2170.08%6,301CommonSOLE
04016X101ARGXARGENX SE$399,4510.08%475CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$398,0980.08%2,458CommonSOLE
574795100MASIMASIMO CORP$392,7810.08%3,020CommonSOLE
50212V100LPLALPL FINL HLDGS INC$387,5290.08%1,085CommonSOLE
302491303FMCFMC CORP$384,3930.08%27,714CommonSOLE
55616P104MMACYS INC$382,1040.08%17,329CommonSOLE
380237107GDDYGODADDY INC$381,2980.08%3,073CommonSOLE
626755102MUSAMURPHY USA INC$380,1160.07%942CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$378,0430.07%8,526CommonSOLE
N14506104ESTCELASTIC N V$376,3700.07%4,989CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$372,7290.07%958CommonSOLE
011659109ALKALASKA AIR GROUP INC$372,2200.07%7,400CommonSOLE
974155103WINGWINGSTOP INC$371,5670.07%1,558CommonSOLE
458140100INTCINTEL CORP$371,5460.07%10,069CommonSOLE
26701L100BROSDUTCH BROS INC$366,8300.07%5,992CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$362,4400.07%4,000CommonSOLE
248356107DNNDENISON MINES CORP$359,6770.07%135,217CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$359,1820.07%4,473CommonSOLE
819047101SHAKSHAKE SHACK INC$357,7970.07%4,408CommonSOLE
90138A103VNETVNET GROUP INC$356,9700.07%42,195CommonSOLE
116794108BRKRBRUKER CORP$355,0210.07%7,536CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$348,8800.07%1,345CommonSOLE
20825C104COPCONOCOPHILLIPS$347,8550.07%3,716CommonSOLE
61945C103MOSMOSAIC CO NEW$339,9100.07%14,110CommonSOLE
68236H204ONDSONDAS HLDGS INC$339,1210.07%34,746CommonSOLE
55354G100MSCIMSCI INC$335,6320.07%585CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$331,5360.07%9,424CommonSOLE
001084102AGCOAGCO CORP$331,2160.07%3,175CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$330,7260.07%10,303CommonSOLE
36118L106FUTUFUTU HLDGS LTD$330,5550.07%2,013CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$330,3600.07%428CommonSOLE
256746108DLTRDOLLAR TREE INC$328,5600.06%2,671CommonSOLE
94106L109WMWASTE MGMT INC DEL$315,5040.06%1,436CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$307,6750.06%2,807CommonSOLE
980745103WWDWOODWARD INC$307,1570.06%1,016CommonSOLE
G54950103LINLINDE PLC$304,8690.06%715CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$303,5450.06%11,511CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$299,6650.06%930CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$298,4690.06%6,554CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$292,6090.06%1,622CommonSOLE
277432100EMNEASTMAN CHEM CO$292,4050.06%4,581CommonSOLE
05329W102ANAUTONATION INC$291,1370.06%1,410CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$288,3000.06%1,352CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$283,3760.06%1,998CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$274,9660.05%21,840CommonSOLE
14316J108CGCARLYLE GROUP INC$274,5660.05%4,645CommonSOLE
682189105ONON SEMICONDUCTOR CORP$274,1070.05%5,062CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$271,3150.05%12,249CommonSOLE
46187W107INVHINVITATION HOMES INC$271,2860.05%9,762CommonSOLE
009066101ABNBAIRBNB INC$264,3830.05%1,948CommonSOLE
G0260P102ASAMER SPORTS INC$258,4620.05%6,920CommonSOLE
26969P108EXPEAGLE MATLS INC$257,1100.05%1,244CommonSOLE
N82405106STLASTELLANTIS N.V$254,2050.05%23,343CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$253,8440.05%2,823CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$252,6670.05%2,077CommonSOLE
947890109WBSWEBSTER FINL CORP$242,9480.05%3,860CommonSOLE
053611109AVYAVERY DENNISON CORP$242,8100.05%1,335CommonSOLE
315616102FFIVF5 INC$241,7310.05%947CommonSOLE
231561101CWCURTISS WRIGHT CORP$238,1490.05%432CommonSOLE
574599106MASMASCO CORP$235,5000.05%3,711CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$229,2900.05%2,585CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$229,2310.05%2,050CommonSOLE
302520101FNBF N B CORP$223,1720.04%13,051CommonSOLE
G11448100BTDRBITDEER TECHNOLOGIES GROUP$219,2230.04%19,556CommonSOLE
22160N109CSGPCOSTAR GROUP INC$216,8490.04%3,225CommonSOLE
92276F100VTRVENTAS INC$216,2770.04%2,795CommonSOLE
536797103LADLITHIA MTRS INC$215,6820.04%649CommonSOLE
49446R109KIMKIMCO RLTY CORP$212,4500.04%10,481CommonSOLE
95040Q104WELLWELLTOWER INC$210,8530.04%1,136CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$207,9270.04%35,665CommonSOLE
22052L104CTVACORTEVA INC$207,3240.04%3,093CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$206,9320.04%1,194CommonSOLE
861012102STMSTMICROELECTRONICS N V$202,7210.04%7,815CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$202,3110.04%3,706CommonSOLE
199908104FIXCOMFORT SYS USA INC$197,8570.04%212CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$195,2700.04%8,733CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$186,7140.04%678CommonSOLE
64110W102NTESNETEASE INC$185,2370.04%1,346CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$185,2170.04%16,162CommonSOLE
500754106KHCKRAFT HEINZ CO$177,6560.04%7,326CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$176,8620.03%4,613CommonSOLE
958102105WDCWESTERN DIGITAL CORP$174,3370.03%1,012CommonSOLE
088606108BHPBHP GROUP LTD$173,6240.03%2,876CommonSOLE
45167R104IEXIDEX CORP$173,4920.03%975CommonSOLE
92939U106WECWEC ENERGY GROUP INC$171,6890.03%1,628CommonSOLE
732908108PONYPONY AI INC$170,8970.03%11,786CommonSOLE
268150109DTDYNATRACE INC$170,8460.03%3,942CommonSOLE
090572207BIOBIO RAD LABS INC$170,5830.03%563CommonSOLE
617446448MSMORGAN STANLEY$167,0560.03%941CommonSOLE
281020107EIXEDISON INTL$166,6160.03%2,776CommonSOLE
665859104NTRSNORTHERN TR CORP$165,8200.03%1,214CommonSOLE
354613101BENFRANKLIN RESOURCES INC$165,4380.03%6,925CommonSOLE
35137L105FOXAFOX CORP$164,4810.03%2,251CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$163,1750.03%672CommonSOLE
75134P600METCRAMACO RES INC$160,8120.03%8,934CommonSOLE
G85158106STNESTONECO LTD$159,9690.03%10,816CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$154,9410.03%1,843CommonSOLE
136375102CNICANADIAN NATL RY CO$152,0310.03%1,538CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$151,9800.03%3,039CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$151,3060.03%694CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$145,7060.03%2,489CommonSOLE
G8068L108SNSHARKNINJA INC$142,3370.03%1,272CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$142,2930.03%1,214CommonSOLE
151290889CXCEMEX SAB DE CV$135,3980.03%11,784CommonSOLE
023608102AEEAMEREN CORP$134,4120.03%1,346CommonSOLE
773121108RKLBROCKET LAB CORP$130,3120.03%1,868CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$128,1520.03%772CommonSOLE
G0403H108AONAON PLC$127,0370.03%360CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$118,5000.02%298CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$115,9440.02%1,232CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$110,0750.02%1,658CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$109,3820.02%6,254CommonSOLE
29446M102EQNREQUINOR ASA$108,7690.02%4,603CommonSOLE
133131102CPTCAMDEN PPTY TR$108,4290.02%985CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$108,2320.02%1,998CommonSOLE
369550108GDGENERAL DYNAMICS CORP$106,7210.02%317CommonSOLE
58155Q103MCKMCKESSON CORP$106,6380.02%130CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$106,4250.02%2,575CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$102,2190.02%10,051CommonSOLE
253868103DLRDIGITAL RLTY TR INC$97,6220.02%631CommonSOLE
778296103ROSTROSS STORES INC$97,2760.02%540CommonSOLE
172062101CINFCINCINNATI FINL CORP$94,3990.02%578CommonSOLE
65249B109NWSANEWS CORP NEW$93,9800.02%3,598CommonSOLE
29355A107ENPHENPHASE ENERGY INC$87,3360.02%2,725CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$86,0310.02%194CommonSOLE
902494103TSNTYSON FOODS INC$80,0160.02%1,365CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$76,7620.02%683CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$75,8820.01%430CommonSOLE
872540109TJXTJX COS INC NEW$74,0400.01%482CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$71,1650.01%7,916CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$69,7590.01%402CommonSOLE
90353W103UIUBIQUITI INC$66,9550.01%121CommonSOLE
693506107PPGPPG INDS INC$65,9840.01%644CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$60,8500.01%347CommonSOLE
03831W108APPAPPLOVIN CORP$57,2750.01%85CommonSOLE
04010E109AGXARGAN INC$48,8780.01%156CommonSOLE
126650100CVSCVS HEALTH CORP$41,9810.01%529CommonSOLE
94419L101WWAYFAIR INC$39,3610.01%392CommonSOLE
457730109INSPINSPIRE MED SYS INC$39,1060.01%424CommonSOLE
91733P107USARUSA RARE EARTH INC$32,9630.01%2,770CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$26,1390.01%299CommonSOLE
758849103REGREGENCY CTRS CORP$25,5410.01%370CommonSOLE
693718108PCARPACCAR INC$22,2310.00%203CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$21,8110.00%74CommonSOLE
608190104MHKMOHAWK INDS INC$21,2040.00%194CommonSOLE
G0176J109ALLEALLEGION PLC$13,0560.00%82CommonSOLE
16679L109CHWYCHEWY INC$12,9230.00%391CommonSOLE
25746U109DDOMINION ENERGY INC$11,4250.00%195CommonSOLE

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.